TEDDY EBERSOLS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TEDDY EBERSOLS FAMILY FOUNDATION (EIN 26-1293640)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-21
- IRS object ID
- 201532339349100208
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-21T13:41:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473391350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10866 WILSHIRE BLVD 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261293640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEDDY EBERSOL'S FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEDD | BusinessNameControlTxt |
| Phone | 3104464700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10866 WILSHIRE BLVD NO 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DICK EBERSOL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104464700 | PhoneNum |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL JACOBSON | PreparerPersonNm |
| PTIN | P01039830 | PTIN |
| Phone | 3104464700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,019,141 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $28,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $208,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,191 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,103 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,976 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $399,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $399,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,813 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,710 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,245 | CashBOYAmt |
| Cash EOY | $51,655 | CashEOYAmt |
| Cash EOYFMV | $51,655 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $872,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $863,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $967,405 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $81 | AcctRcvblAmt |
| Acct Rcvbl BOY | $84 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $81 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $81 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $979,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $915,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,141 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $979,250 | RetainedEarningBOYAmt |
| Retained Earning EOY | $915,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $979,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $915,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $979,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $915,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $979,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,710 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $915,540 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $915,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC WEALTH MGMT | P | $65,739 | $70,771 | -$5,032 | -$5,032 |
| RBC MANAGED ACCOUNT | P | $26,197 | $26,673 | -$476 | -$476 |
| RBC MANAGED ACCOUNT | P | $62,780 | $61,949 | $831 | $831 |
| RBC MANAGED ACCOUNT | P | $905 | $905 | $905 | |
| HAYS ADVISORY GROUP-RBC | P | $12,719 | $8,928 | $3,791 | $3,791 |
| HAYS ADVISORY GROUP | P | $40,133 | $28,961 | $11,172 | $11,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,191 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $865,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $964,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.897339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $624,418 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,560,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.400045 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,876,672 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061545 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,939,539 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,007,834 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007969 | DistributionYr5Rt |
| Total Distribution | 1.427325 | TotalDistributionRt |
| Average Distribution | 0.285465 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $901,807 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $257,434 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $257,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $399,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $401 | AppliedToEsTaxAmt |
| Total Payments And Credits | $401 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JCJ LLP | IndividualWithBooksNm |
| Phone | 3104464700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10866 WILSHIRE BLVD 300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DICK EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUSAN SAINT JAMES EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | SECRETARY/CFO | 0.00 | $0 | $0 | $0 |
| SUNSHINE LUCAS | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HARMONY LUCAS | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHARLES EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM EBERSOL | ||||||||
| C/O JCJ LLP 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $915,540 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $915,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $901,807 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,090 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,090 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $401 | TotalTaxAmt |
| Distributable Before Adj | $44,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $399,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $398,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,020 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,989 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $547,539 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $818,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,494,290 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $399,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $354,711 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,849,001 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $84,020 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,764,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,508 | ExcessFromYear4Amt |
| Excess From Year3 | $22,989 | ExcessFromYear3Amt |
| Excess From Year2 | $547,539 | ExcessFromYear2Amt |
| Excess From Year1 | $818,234 | ExcessFromYear1Amt |
| Excess From Current Year | $354,711 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DICK EBERSOL | ContributingManagerNm |
| Contributing Manager | SUSAN SAINT JAMES EBERSOL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| MARTHA'S VINEYARD PRESERVATION TRUST | ||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES.PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $1,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||
| PO BOX 1037 MIDTOWN STATION | NEW YORK | NY | 10018 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| ASSISTANCE DOGS OF HAWAII | ||||||
| PO BOX 1803 | MAKAWAO MAUI | HI | 96768 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| NOTRE DAME - DPAC | ||||||
| UNIVERSITY OF NOTRE DAME 405 MAIN | NOTRE DAME | IN | 46556 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $260,000 | BUILDING |
| OLIVER WOLCOTT LIBRARY | ||||||
| PO BOX 187 | LITCHFIELD | CT | 06759 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| SARAH FOUNDATION | ||||||
| 246 GOOSE LANE SUITE 104 | GUILFORD | CT | 06437 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $1,200 | |
| FARM & WILDERNESS FOUNDATION | ||||||
| 263 FARM WILDERNESS RD | PLYMOUTH | VT | 05056 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| CHARLOTTE HUNGERFORD HOSPITAL | ||||||
| 540 LITCHFIELD ST PO BOX 988 | TORRINGTON | CT | 06790 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| AFS-USA | ||||||
| 120 WALL STREET 4TH FLOOR | NEW YORK | NY | 10005 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| TELLURIDE FOUNDATION | ||||||
| 620 MOUNTAIN VILLAGE BLVD | MOUNTAIN VILLAGE | CO | 81435 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $35,000 | |
| AASH NATIONAL OFFICE | ||||||
| 801 S SPOEDE RD | ST LOUIS | MO | 63131 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $1,000 | |
| PREP FOR PREP | ||||||
| 328 WEST 71TH ST | NEW YORK | NY | 10023 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $1,000 | |
| THE GUNNERY | ||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 06793 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $50,000 | |
| WIND OVER WINGS INC | ||||||
| PO BOX 289 | DRESDEN | ME | 04342 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $399,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,103 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DICK EBERSOL | ||||||
| 1 | 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | $150,000 | Yes (X) |
| SUSAN SAINT JAMES EBERSOL | ||||||
| 2 | 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | $150,000 | Yes (X) |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,976 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DICK EBERSOL | |||
| 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 |
| SUSAN SAINT JAMES EBERSOL | |||
| 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $437 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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