GARY BROAD FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GARY BROAD FOUNDATION (EIN 33-0757689)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-07
IRS object ID
201541279349101879
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-07T19:49:14-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330757689EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY BROAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARYBusinessNameControlTxt
Phone3109545025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS NO 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY S QUANEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3109545025PhoneNum
Signature2015-05-07SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,296,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$988,934ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$144,635DividendsRevAndExpnssAmt
Dividends Net Invst Incm$144,635DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$88,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$900,195GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$900,195CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,044,830TotalRevAndExpnssAmt
Total Net Invst Incm$1,044,830TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$160TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$160TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$160TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$325,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$325,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$325,660TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$325,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$719,170ExcessRevenueOverExpensesAmt
Net Investment Income$1,044,830NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,697CashBOYAmt
Cash EOY$64,695CashEOYAmt
Cash EOYFMV$64,695CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,010,761SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,675,591SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,675,591SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,130,997CorporateStockBOYAmt
Corporate Stock EOY$4,130,997CorporateStockEOYAmt
Corporate Stock EOYFMV$5,555,740CorporateStockEOYFMVAmt
Total Assets BOY$5,154,455TotalAssetsBOYAmt
Total Assets EOY$5,871,283TotalAssetsEOYAmt
Total Assets EOYFMV$7,296,026TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,130,194CapitalStockBOYAmt
Capital Stock EOY$4,130,194CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,024,261RetainedEarningBOYAmt
Retained Earning EOY$1,741,089RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,154,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,871,283TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,154,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,871,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,154,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$719,170ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,873,625SubtotalAmt
Other Decreases$2,342OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,871,283TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyAMER CENT GLOBAL GOLD 128,600 SHSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2014-12-19AcquiredDt
Sold2014-12-23SoldDt
Gross Sales Price$900,195GrossSalesPriceAmt
Gain Or Loss$900,195GainOrLossAmt
Gains Minus Excess Or Losses$900,195GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$900,195CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$248,317AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,068,101NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048996DistributionYr1Rt
Adjusted Qlfy Distri Yr2$201,548AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,085,437NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049333DistributionYr2Rt
Adjusted Qlfy Distri Yr3$165,333AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,975,038NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041593DistributionYr3Rt
Adjusted Qlfy Distri Yr4$142,159AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,775,369NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051222DistributionYr4Rt
Adjusted Qlfy Distri Yr5$128,893AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,201,939NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058536DistributionYr5Rt
Total Distribution0.249680TotalDistributionRt
Average Distribution0.049936AverageDistributionRt
Net Vl Noncharitable Assets$6,544,963NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$326,829AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,448NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$337,277AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$325,660QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,897InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,897SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,897TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$19,197TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDY S QUANEIndividualWithBooksNm
Phone3109545025PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS SUITE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY BROAD
2121 AVE OF THE STARS SUITE 3000LOS ANGELESCA90067TRUSTEE1.00$0$0$0
CINDY S QUANE
2121 AVE OF THE STARS SUITE 3000LOS ANGELESCA90067CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,557,077AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,087,555AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,644,632TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,644,632AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,669CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,544,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$327,248MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$327,248MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,897TaxBasedOnInvestmentIncomeAmt
Total Tax$20,897TotalTaxAmt
Distributable Before Adj$306,351DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$306,351DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$306,351DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$325,660ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$325,660QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$325,660AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$306,351DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,615ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,043ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$5,658TotalExcessDistributionCyovAmt
Qualifying Distributions$325,660QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$306,351AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,309RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$24,967TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,615ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$23,352ExcessDistriCyovToNextYrAmt
Excess From Year4$4,043ExcessFromYear4Amt
Excess From Current Year$19,309ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY BROADContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL SAMARITANS SPCA
72-307 RAMON RDTHOUSAND PALMSCA92276NONEPUBLICSUPPORT FOR ANIMAL WELFARE.$25,000
BETTY FORD CENTER FOUNDATION
41990 COOK ST STE C-301PALM DESERTCA92211NONEPUBLICSUPPORT FOR ADDICTION TREATMENT PROGRAMS.$15,000
BOYS & GIRLS CLUB OF COACHELLA
42-600 COOK ST 120PALM DESERTCA92211NONEPUBLICSUPPORT FOR CHILDREN'S ACTIVITIES AND PROGRAMS.$20,000
CALIFORNIA EQUINE RETIREMENT FDN INC
34033 KOODEN RDWINCHESTERCA92596NONEPUBLICSUPPORT FOR RETIRED THOROUGHBREDS.$20,000
EDWIN J GREGSON FOUNDATION
285 W HUNTINGTON DRARCADIACA91066NONEPUBLICSUPPORT FOR COLLEGE SCHOLARSHIPS.$15,000
EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270NONEPUBLICSUPPORT FOR HOSPITAL & MEDICAL SERVICES.$20,000
JEWISH FAMILY SERVICE
801 E TAHQUITZ CANYON WAYPALM SPRINGSCA92262NONEPUBLICSUPPORT FOR SOCIAL SERVICES, COUNSELING AND ASST.$15,000
KIDS & HORSES
2869 ESAW STMINDENNV89423NONEPUBLICSUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN.$15,000
LIVING DESERT RESERVE
47-900 PORTOLA AVEPALM DESERTCA92260NONEPUBLICSUPPORT FOR DESERT PRESERVATION & CONSERVATION.$10,000
PALM SPRINGS ART MUSEUM
101 MUSEUM DRPALM SPRINGSCA92263NONEPUBLICSUPPORT FOR THE ARTS.$15,000
PEGASUS RIDING ACADEMY FOR THE HANDICAPPED
35-450B PEGASUS CTPALM DESERTCA92211NONEPUBLICSUPPORT FOR RESCUE & CARE OF THERAPEUTIC HORSES.$15,000
RACE FOR EDUCATION
4063 IRON WORKS PKWY STE 2LEXINGTONKY40511NONEPUBLICSUPPORT FOR COLLEGE SCHOLARSHIPS.$15,000
SAVING AMERICA'S MUSTANGS
2683 VIA DE LA VALLE G313DEL MARCA92014NONEPUBLICSUPPORT FOR SAVING WILD MUSTANG HORSES.$15,000
ST VINCENT MEALS ON WHEELS
2222 OCEAN VIEW AVE STE 114LOS ANGELESCA90057NONEPUBLICSUPPORT FOR MEALS FOR THE INFIRM OR ELDERLY.$15,000
UNIVERSITY OF HAWAI'I FOUNDATION
2444 DOLE STHONOLULUHI96822NONEPUBLICSUPPORT FOR PUBLIC UNIVERSITY.$20,000
WESTSIDE CHILDREN'S CENTER
12120 WAGNER STCULVER CITYCA90230NONEPUBLICSUPPORT FOR CHILDREN'S MENTAL HEALTH SERVICES.$15,000
WILD SHEEP FOUNDATION
720 ALLEN AVECODYWY82414NONEPUBLICSUPPORT FOR CONSERVATION OF WILD SHEEP, ITS HABITATS AND CONSERVATION MOVIE.$15,500
WINDWARD SCHOOL
11350 PALMS BLVDLOS ANGELESCA90066NONEPUBLICSUPPORT FOR HIGH SCHOOL.$25,000
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NWWASHINGTONDC20037NONEPUBLICSUPPORT FOR CONSERVATION ON EARTH.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$325,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$144,635ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$88,739ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$55,896ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,896TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGARY BROADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS SUITE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$988,934TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property128,600 SHS AMER CENTURY GLOBAL GOLDNoncashPropertyDesc
Fair Market Value$988,934FairMarketValueAmt
Received2014-12-19ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIG 4,109 SHS$93,297$230,145
CONOCOPHILLIPS 3,459 SHS$138,127$238,878
BP 4,221 SHS$220,125$160,905
CAMPBELL SOUP 4,295 SHS$134,090$188,980
EXXON MOBIL 3,149 SHS$224,272$291,125
GENERAL DYNAMICS 2,591 SHS$153,336$356,573
PROCTOR & GAMBLE 3,696 SHS$198,032$336,669
KB HOME 16,900 SHS$229,164$279,695
UNITED ONLINE 5,790 SHS$59,002$84,245
ANADARKO PETROLEUM 8,687 SHS$706,861$716,678
CONOCOPHILLIPS 4,747 SHS$284,962$327,828
AIG WARRANTS 2,193 SHS$35,724$53,992
FEDEX 3,400 SHS$309,604$590,444
PHILLIPS 66 4,103 SHS$125,736$294,185
FTD COMPANIES 8,106 SHS$213,775$282,251
MERCK 7,000 SHS$334,670$397,530
SYSCO 9,300 SHS$334,614$369,117
UNITED TECHNOLOGIES 3,100 SHS$335,606$356,500

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAYMENTSDesc
Amt$2,342Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$160Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$160DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.