FERRELL-PAULIN FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
FERRELL-PAULIN FAMILY FOUNDATION INC (EIN 20-0801378)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-14
IRS object ID
201401049349100605
Schema version
2013v3.0
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)
Return2014-04-14T13:35:35-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261617223PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVEL FOUR BUSINESS MANAGEMENT LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200801378EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FERRELL-PAULIN FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlFERRBusinessNameControlTxt
Phone3109141600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD NO 4TH FLAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIVECA PAULINPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3109141600PhoneNum
Signature2014-03-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALBERTO N RODRIGUEZPreparerPersonNm
PTINP01321720PTIN
Phone3109141600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,630,796FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$114InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$114InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,233DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,233DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,316NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$131,489GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,316CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$529,663TotalRevAndExpnssAmt
Total Net Invst Incm$29,663TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,258LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,064TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,066OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,016OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,388TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,388TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$484,275ExcessRevenueOverExpensesAmt
Net Investment Income$27,647NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,233,116CashBOYAmt
Cash EOY$1,672,754CashEOYAmt
Cash EOYFMV$1,672,754CashEOYFMVAmt
Acct Rcvbl$950AcctRcvblAmt
Acct Rcvbl BOY$1,100AcctRcvblBOYAmt
Acct Rcvbl EOY$950AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$950AcctRcvblEOYFMVAmt
Corporate Stock BOY$378,015CorporateStockBOYAmt
Corporate Stock EOY$426,133CorporateStockEOYAmt
Corporate Stock EOYFMV$612,606CorporateStockEOYFMVAmt
Corporate Bonds BOY$296,548CorporateBondsBOYAmt
Corporate Bonds EOY$293,217CorporateBondsEOYAmt
Corporate Bonds EOYFMV$344,486CorporateBondsEOYFMVAmt
Total Assets BOY$1,908,779TotalAssetsBOYAmt
Total Assets EOY$2,393,054TotalAssetsEOYAmt
Total Assets EOYFMV$2,630,796TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,908,779RetainedEarningBOYAmt
Retained Earning EOY$2,393,054RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,908,779TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,393,054TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,908,779TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,393,054TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,908,779TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$484,275ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,393,054SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,393,054TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS 027-33349-1P$3,129$2,012$1,117$1,117
GOLDMAN SACHS 027-33349-1P$127,531$118,161$9,370$9,370
CAPITAL GAINS DIVIDENDSP$829$829$829
FieldValueIRS element (for citing)
Capital Gain Net Income$11,316CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$216,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,862,742NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.115958DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,817AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,608,442NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.020403DistributionYr2Rt
Adjusted Qlfy Distri Yr3$198,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,344,967NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.147216DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$891,064NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.001122DistributionYr4Rt
Adjusted Qlfy Distri Yr5$223,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$670,887NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.332396DistributionYr5Rt
Total Distribution0.617095TotalDistributionRt
Average Distribution0.123419AverageDistributionRt
Net Vl Noncharitable Assets$2,079,677NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$256,672AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$276NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$256,948AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$553InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$553SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$553TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$12EsPenaltyAmt
Tax Due$565TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLEVEL FOUR BUSINESS MANAGEMENT LLCIndividualWithBooksNm
Phone3109141600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode
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
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN W FERRELL
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049PRESIDENT / DIRECTOR0.00$0$0$0
VIVECA PAULIN
11812 SAN VICENTE BLVD 4TH FLOORLOS ANGELESCA90049CFO / SECRETARY / DIRECTOR0.00$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$892,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,218,863AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,111,347TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,111,347AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,079,677NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,984MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,984MinimumInvestmentReturnAmt
Tax Based On Investment Income$553TaxBasedOnInvestmentIncomeAmt
Total Tax$553TotalTaxAmt
Distributable Before Adj$103,431DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$103,431DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$103,431DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$103,431DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$189,542ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$131,664ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$123,396ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$444,602TotalExcessDistributionCyovAmt
Qualifying Distributions$40,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$63,431ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$63,431ExcessDistributionCyovAppCYAmt
Total Corpus$381,171TotalCorpusAmt
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$126,111ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$255,060ExcessDistriCyovToNextYrAmt
Excess From Year3$131,664ExcessFromYear3Amt
Excess From Year1$123,396ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN W FERRELLContributingManagerNm
Contributing ManagerVIVECA PAULINContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 1400LOS ANGELESCA90024NONEPUBLIC CHARITABLE ORDONATION$30,000
HOMELESS HEALTH CARE LOS ANGELES
2330 BEVERLY BLVDLOS ANGELESCA90057NONEPUBLIC CHARITABLE ORDONATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$114UnrelatedBusinessTaxblIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$18,233UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$829UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$10,487ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$19,176UnrelatedBusinessTaxblIncmAmt
Exclusion$10,487ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,663TotalIncomeProducingActyAmt

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 PersonJOHN W VIVECA FERRELLContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE BONDSBondNm
EOY Book Value$293,217EOYBookValueAmt
EOYFMV$344,486EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$426,133EOYBookValueAmt
EOYFMV$612,606EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,258LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$2,016$2,016$0
OFFICE SUPPLIES AND EXPENSES$50$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN W VIVECA FERRELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111812 SAN VICENTE BLVD 4TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90049ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES AND LICENSES$106$0$0
FEDERAL EXCISE TAX$545$0$0
FOREIGN TAXES$413$0$0

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