TEDDY EBERSOLS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TEDDY EBERSOLS FAMILY FOUNDATION (EIN 26-1293640)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-13
- IRS object ID
- 201341649349100104
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-13T13:17:29-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411944416 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLASS JACOBSON GROUP LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2850 OCEAN PARK BLVD 300 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90405 | 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 | 261293640 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEDDY EBERSOL'S FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEDD | NameControl |
| Phone | 3102820477 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2850 OCEAN PARK BLVD NO 300 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DICK EBERSOL | Name |
| Title | PRESIDENT | Title |
| Phone | 3102820477 | Phone |
| Date Signed | 2013-06-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL JACOBSON | Name |
| PTIN | P01039830 | PTIN |
| Phone | 3102295001 | 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 | 1584639 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 252120 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 57200 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57200 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 957 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 855189 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 957 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 310277 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58157 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1978 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2705 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1205 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5889 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 625000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 625000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 630889 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 625000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -320612 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 58157 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 194 | CashBOY |
| Cash EOY | 161 | CashEOY |
| Cash EOYFMV | 161 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1905057 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1584478 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1584478 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 1905251 | TotalAssetsBOY |
| Total Assets EOY | 1584639 | TotalAssetsEOY |
| Total Assets EOYFMV | 1584639 | 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 | 1905251 | RetainedEarningsBOY |
| Retained Earnings EOY | 1584639 | RetainedEarningsEOY |
| Total Net Assets BOY | 1905251 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1584639 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1905251 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1584639 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1905251 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -320612 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1584639 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1584639 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| RBC WEALTH MGMT - SEE STMT A | P | 2012-12-31 | 2012-12-31 | 50000 | 50218 | -218 | -218 |
| RBC WEALTH MGMT - SEE STMT A | P | 2011-01-01 | 2012-12-31 | 696681 | 696161 | 520 | 520 |
| RBC WEALTH MGMT - SEE STMT A | P | 2011-01-01 | 2012-12-31 | 1434 | 1434 | 1434 | |
| RBC MANAGED ACCOUNT | P | 2012-12-31 | 2012-12-31 | 81945 | 82147 | -202 | -202 |
| RBC MANAGED ACCOUNT | P | 2011-01-01 | 2012-12-31 | 369 | 369 | 369 | |
| HAYS ADVISORY GROUP | P | 2012-12-01 | 2012-12-31 | 24760 | 25706 | -946 | -946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 957 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1876672 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061545 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 117200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1939539 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060427 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 16000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2007834 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.007969 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 284745 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1507564 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.188878 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.318819 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063764 | AverageDistributionRatio |
| Net Noncharitable Assets | 1560869 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 99527 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 582 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 100109 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 625000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 582 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 582 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 582 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 952 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 952 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 370 | Overpayment |
| Amount Credited To Next Year | 370 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | GLASS JACOBSON GROUP LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3102295001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2850 OCEAN PARK BLVD 300 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90405 | 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 (6 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| DICK EBERSOL | |||||||||
| C/O GLASS JACOBSON GROUP LLP 2850 | OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| SUSAN SAINT JAMES | |||||||||
| C/O GLASS JACOBSON GROUP LLP 2850 | OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | SECRETARY/CFO | 0.00 | 0 | 0 | 0 |
| SUNSHINE LUCAS | |||||||||
| C/O GLASS JACOBSON GROUP LLP 2850 | OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| HARMONY LUCAS | |||||||||
| C/O GLASS JACOBSON GROUP LLP 2850 | OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| CHARLES EBERSOL | |||||||||
| C/O GLASS JACOBSON GROUP LLP 2850 | OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| WILLIAM EBERSOL | |||||||||
| C/O GLASS JACOBSON GROUP LLP 2850 | OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1584639 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1584639 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1584639 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23770 | CashDeemedCharitable |
| Net Noncharitable Assets | 1560869 | NetNoncharitableAssets |
| Minimum Investment Return | 78043 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 78043 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 582 | TaxBasedOnInvestmentIncome |
| Total Tax | 582 | TotalTax |
| Distributable Amount Before Adj | 77461 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 77461 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 77461 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 625000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 625000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 582 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 624418 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 77461 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 125857 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 84020 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 21508 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22989 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 254374 | TotalExcessDistriCarryover |
| Qualifying Distributions | 625000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 77461 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 547539 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 801913 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 801913 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 125857 | ExcessFromYear4 |
| Excess From Year3 | 84020 | ExcessFromYear3 |
| Excess From Year2 | 21508 | ExcessFromYear2 |
| Excess From Year1 | 22989 | ExcessFromYear1 |
| Excess From Current Year | 547539 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DICK EBERSOL | ContributingManager |
| Contributing Manager | SUSAN SAINT JAMES | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| TELLURIDE FOUNDATION | ||||||
| 620 MOUNTAIN VILLAGE BLVD | MOUNTAIN VILLAGE | CO | 81435 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $60,000 | |
| NOTRE DAME - DPAC | ||||||
| UNIVERSITY OF NOTRE DAME 405 MAIN | NOTRE DAME | IN | 46556 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $250,000 | BUILDING |
| ALMA FOUNDATION SVG SPORTS BROADCASTING FUND | ||||||
| 1550 MCFARLAND BLVD NORTH | TUSCALOOSA | AL | 35406 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $100,000 | |
| THE GUNNERY | ||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 06793 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $145,000 | |
| TOM COUGHLIN JAY FUND FOUNDATION | ||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $50,000 | |
| CHARITYWATER | ||||||
| 200 VARICK STREET | NEW YORK | NY | 10014 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 625000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,200 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $957 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $58,157 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 58157 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | DICK EBERSOL | 2850 OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | 126060 | X |
| 2 | SUSAN SAINT JAMES | 2850 OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 | 126060 | X |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $1,978 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 1 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $2,705 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| DICK EBERSOL | |||
| 2850 OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 |
| SUSAN SAINT JAMES | |||
| 2850 OCEAN PARK BLVD 300 | SANTA MONICA | CA | 90405 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $1,205 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments