DAVID WHITMIRE HEARST JR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID WHITMIRE HEARST JR (EIN 71-0917959)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-17
- IRS object ID
- 201401989349100705
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-17T14:55:54-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953624324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRESTOL ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23202 OXNARD ST | AddressLine1 |
| City | WOODLAND HILLS | City |
| State | CA | State |
| ZIP Code | 913673121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710917959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WHITMIRE HEARST JR | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 8587209831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11455 EL CAMINO REAL SUITE 305 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WHITMIRE HEARST JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587209831 | PhoneNum |
| Signature | 2014-07-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURENCE H CRESTOL CPA | PreparerPersonNm |
| PTIN | P00358996 | PTIN |
| Phone | 8189995890 | PhoneNum |
| Preparation | 2014-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $5,585,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,568 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,568 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,920 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,727,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,117 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,944 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $1,391 | PensionEmplBnftRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $51,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,446 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $764 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $27,494 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,722 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $120,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $973,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $973,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,093,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $973,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,633,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,552 | SavAndTempCashInvstEOYAmt |
| Corporate Stock EOY | $3,053,858 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $1,482,436 | CorporateBondsEOYAmt |
| Total Assets BOY | $1,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,635,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,399 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,399 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,634,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,634,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,635,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,633,076 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,634,447 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,634,447 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,130,748 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $1,251,500 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $1,067,500 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $1,517,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 144.39992 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $588,922 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 144.39992 | TotalDistributionRt |
| Average Distribution | 144.39992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,736,073 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $683,888,581 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $879 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $683,889,460 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $973,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,758 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,758 | SubtotalAmt |
| Tax Based On Investment Income | $1,758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $1,796 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURENCE H CRESTOL CPA | IndividualWithBooksNm |
| Phone | 8189995890 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23202 OXNARD STREET | AddressLine1 |
| City | WOODLAND HILLS | City |
| State | CA | State |
| ZIP Code | 91367 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID W HEARST JR | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | PRES./DIR | 1.00 | $0 | $0 | $0 |
| WARREN COLEY | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | SEC'Y/DIR | 1.00 | $0 | $0 | $0 |
| KEN NISHINA | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | CFO/DIR | 1.00 | $0 | $0 | $0 |
| CINDY TOM | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | DIR | 1.00 | $0 | $0 | $0 |
| BRIGITTE J COLEY | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | DIR | 1.00 | $0 | $0 | $0 |
| KERSTIN RICHERT-MOTULLO | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | DIR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER ESPINELI | ||||||||
| 11455 EL CAMINO REAL SUITE 305 | SAN DIEGO | CA | 92130 | DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20160 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PORTFOLIO MGT | ServiceTypeTxt |
| Compensation | $51,446 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,633,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,808,196 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,808,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,736,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,758 | TotalTaxAmt |
| Distributable Before Adj | $235,046 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,046 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,046 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $973,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $973,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $973,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,046 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $588,924 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,517,406 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,067,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,251,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,130,748 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,556,078 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $973,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $235,046 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $738,154 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,294,232 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $588,924 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,705,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,517,406 | ExcessFromYear4Amt |
| Excess From Year3 | $1,067,500 | ExcessFromYear3Amt |
| Excess From Year2 | $1,251,500 | ExcessFromYear2Amt |
| Excess From Year1 | $1,130,748 | ExcessFromYear1Amt |
| Excess From Current Year | $738,154 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS SELECTED 501 C3 ENTITIES | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1 |
| Address Line2 | VARIOUS | AddressLine2 |
| City | VARIOUS | City |
| State | CA | State |
| ZIP Code | 91367 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | VARIOUS QUALIFYING PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $973,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $973,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,568 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $125,549 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,920 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $142,037 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,037 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID WHITMIRE HEARST JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11455 EL CAMINO REAL SUITE 305 | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $585,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| DAVID W HEARST JR |
| WARREN COLEY |
| KEN NISHINA |
| CINDY TOM |
| BRIGITTE J COLEY |
| KERSTIN RICHERT-MOTULLO |
| CHRISTOPHER ESPINELI |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | WELLS FARGO BANK AS NOMINEE | AssetDesc |
| Acquired | 2013-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2013-12 | SoldDt |
| Gross Sales Price | $1,920 | GrossSalesPriceAmt |
| Total Net | $1,920 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EQUITIES | BondNm |
| EOY Book Value | $1,482,436 | EOYBookValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| EQUITIES | $1,924,338 |
| OTHER STRATEGY FUNDS | $553,835 |
| REAL ASSET FUNDS | $575,685 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $10,309 |
| SECURITY SERVICES | $10,413 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| EOY Book Value | $1,399 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PORTFOLIO MANAGEMENT FEES | CategoryTxt |
| Amt | $51,446 | Amt |
| Net Investment Income | $51,446 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAXES | CategoryTxt |
| Amt | $764 | Amt |
| Net Investment Income | $764 | NetInvestmentIncomeAmt |
Comments