FERRELL-PAULIN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FERRELL-PAULIN FAMILY FOUNDATION INC (EIN 20-0801378)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331349349102613
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T16:33:53-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261617223 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVEL FOUR BUSINESS MANAGEMENT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD 4TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200801378 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERRELL-PAULIN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FERR | NameControl |
| Phone | 3109141600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD NO 4TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIVECA PAULIN | Name |
| Title | SECRETARY | Title |
| Phone | 3109141600 | Phone |
| Date Signed | 2013-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALBERTO N RODRIGUEZ | Name |
| PTIN | P01321720 | PTIN |
| Phone | 3109141600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2033007 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 300000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 106 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 106 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 24110 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 24110 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4258 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13167 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4258 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 328474 | TotalRevenueAndExpenses |
| Total Net Investment Income | 28474 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1387 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 952 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1854 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1841 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4193 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1841 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 216000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 216000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 220193 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1841 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 216000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 108281 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 26633 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1128711 | CashBOY |
| Cash EOY | 1233116 | CashEOY |
| Cash EOYFMV | 1233116 | CashEOYFMV |
| Accounts Receivable | 1100 | AccountsReceivable |
| Accounts Receivable BOY | 800 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1100 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1100 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 374439 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 378015 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 501842 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 296548 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 296548 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 296949 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1800498 | TotalAssetsBOY |
| Total Assets EOY | 1908779 | TotalAssetsEOY |
| Total Assets EOYFMV | 2033007 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1800498 | RetainedEarningsBOY |
| Retained Earnings EOY | 1908779 | RetainedEarningsEOY |
| Total Net Assets BOY | 1800498 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1908779 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1800498 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1908779 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1800498 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 108281 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1908779 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1908779 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| GOLDMAN SACHS #027-33349-1 | P | 4588 | 3745 | 843 | 843 |
| GOLDMAN SACHS #027-33349-1 | P | 8051 | 5164 | 2887 | 2887 |
| CAPITAL GAINS DIVIDENDS | P | 528 | 528 | 528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4258 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32817 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1608442 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.020403 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 198000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1344967 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.147216 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 891064 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.001122 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 223000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 670887 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.332396 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 371000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 716009 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.518150 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.019287 | TotalDistributionRatio |
| Average Distribution Ratio | 0.203857 | AverageDistributionRatio |
| Net Noncharitable Assets | 1862742 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 379733 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 266 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 379999 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 216000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 533 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 533 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 533 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Tax Due | 545 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LEVEL FOUR BUSINESS MANAGEMENT LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3109141600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD 4TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN W FERRELL | ||||||||
| 11812 SAN VICENTE BLVD 4TH FLOOR | LOS ANGELES | CA | 90049 | PRESIDENT / DIRECTOR | 0.00 | 0 | 0 | 0 |
| VIVECA PAULIN | ||||||||
| 11812 SAN VICENTE BLVD 4TH FLOOR | LOS ANGELES | CA | 90049 | CFO / SECRETARY / DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 785450 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1105659 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1891109 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1891109 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28367 | CashDeemedCharitable |
| Net Noncharitable Assets | 1862742 | NetNoncharitableAssets |
| Minimum Investment Return | 93137 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93137 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 533 | TaxBasedOnInvestmentIncome |
| Total Tax | 533 | TotalTax |
| Distributable Amount Before Adj | 92604 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 92604 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 92604 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 216000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 216000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 216000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92604 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 335200 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 189542 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 131664 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 656406 | TotalExcessDistriCarryover |
| Qualifying Distributions | 216000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 92604 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 123396 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 779802 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 335200 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 444602 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 189542 | ExcessFromYear4 |
| Excess From Year2 | 131664 | ExcessFromYear2 |
| Excess From Current Year | 123396 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN W FERRELL | ContributingManager |
| Contributing Manager | VIVECA PAULIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CANCER FOR COLLEGE | |||||||
| 981 PARK CENTER | VISTA | CA | 92081 | NONE | PUBLIC CHARITABLE OR | DONATION | $116,000 |
| GREATER WEST HOLLYWOOD FOOD COALITION | |||||||
| 1237 HI POINT ST | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITABLE OR | DONATION | $50,000 |
| ROOM TO READ | |||||||
| 111 SUTTER STREET 16TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITABLE OR | DONATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 216000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $106 | UnrelatedBusinessIncomeAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $24,110 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $528 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,730 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $24,744 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,730 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28474 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JOHN W VIVECA FERRELL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD 4TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 300000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | TAXABLE BONDS | NameOfBond |
| EOY Book Value | 296548 | EOYBookValue |
| EOYFMV | 296949 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 378015 | EOYBookValue |
| EOYFMV | 501842 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,387 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | 1841 | 1841 | 0 |
| INTEREST | 13 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOHN W VIVECA FERRELL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD 4TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAXES AND LICENSES | $85 | 0 | 0 |
| FEDERAL EXCISE TAX | $504 | 0 | 0 |
| FOREIGN TAXES | $363 | 0 | 0 |