THE MARK HUGHES FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK HUGHES FOUNDATION (EIN 95-4487544)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349101802
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T12:52:08-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330835986 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER PETERSON ET AL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15760 VENTURA BLVD SUITE 1150 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954487544 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK HUGHES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 3105819600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5877 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90405 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CONRAD LEE KLEIN | Name |
| Title | PRESIDENT | Title |
| Phone | 3105819600 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F WOLF | Name |
| PTIN | P00166601 | PTIN |
| Phone | 8189812600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12457454 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3500 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 252008 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 252008 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 291620 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5355110 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 291620 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5319 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 5319 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 552448 | TotalRevenueAndExpenses |
| Total Net Investment Income | 548948 | 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 |
| Accounting Fees Rev And Expnss | 3276 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3276 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 55656 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 51656 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 4000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12928 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3018 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 615 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 538 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 72475 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 55212 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7276 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 650000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 650000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 722475 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 55212 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 657276 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -170027 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 493736 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 3840 | CashEOY |
| Cash EOYFMV | 3840 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 97338 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4761 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4761 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 74 | AccountsReceivable |
| Accounts Receivable BOY | 74 | AccountsReceivableBOY |
| Accounts Receivable EOY | 74 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 74 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 3000 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3000 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 6475190 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5756368 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5756368 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 4661133 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4570287 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4570287 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2105177 | InvestmentsOtherBOY |
| Investments Other EOY | 2119124 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2119124 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 13341912 | TotalAssetsBOY |
| Total Assets EOY | 12457454 | TotalAssetsEOY |
| Total Assets EOYFMV | 12457454 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 13341912 | UnrestrictedBOY |
| Unrestricted EOY | 12457454 | UnrestrictedEOY |
| Total Net Assets BOY | 13341912 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12457454 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13341912 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12457454 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13341912 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -170027 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 13171885 | Subtotal |
| Other Decreases | 714431 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 12457454 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES GOLDMAN SACHS | P | 5320421 | 5063490 | 256931 | 256931 |
| CAPITAL GAINS DIVIDENDS | P | 34689 | 34689 | 34689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 291620 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 755000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12717606 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059367 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 722816 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11665892 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.061960 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1112044 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13907823 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.079958 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 962617 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 16838950 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057166 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1025059 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 16303542 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062873 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.321324 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064265 | AverageDistributionRatio |
| Net Noncharitable Assets | 13134467 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 844087 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4937 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 849024 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 657276 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 9875 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 9875 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 9875 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10887 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10887 | TotalCreditsAndPayments |
| Overpayment | 1012 | Overpayment |
| Amount Credited To Next Year | 1012 | 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 | 0 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3105819600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5877 | 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 (3 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 REYNOLDS | ||||||||
| PO BOX 5877 | SANTA MONICA | CA | 90405 | VICE PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| CONRAD LEE KLEIN | ||||||||
| PO BOX 5877 | SANTA MONICA | CA | 90405 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| CAROL HANNAH | ||||||||
| PO BOX 5877 | SANTA MONICA | CA | 90405 | SECRETARY/TREASURY/DIRECTO | 1.00 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS SUITE 2600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT ADVISORY | TypeOfService |
| Compensation | 51656 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 1 | 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 | 13241802 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 92682 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13334484 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13334484 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 200017 | CashDeemedCharitable |
| Net Noncharitable Assets | 13134467 | NetNoncharitableAssets |
| Minimum Investment Return | 656723 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 656723 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9875 | TaxBasedOnInvestmentIncome |
| Total Tax | 9875 | TotalTax |
| Distributable Amount Before Adj | 646848 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 646848 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 646848 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 657276 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 657276 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 657276 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 646848 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 219382 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 182881 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 420477 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 143677 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 129743 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1096160 | TotalExcessDistriCarryover |
| Qualifying Distributions | 657276 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 646848 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 10428 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1106588 | 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 | 219382 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 887206 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 182881 | ExcessFromYear4 |
| Excess From Year3 | 420477 | ExcessFromYear3 |
| Excess From Year2 | 143677 | ExcessFromYear2 |
| Excess From Year1 | 129743 | ExcessFromYear1 |
| Excess From Current Year | 10428 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CONRAD LEE KLEIN PRESIDENT THE MARK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5877 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3105819600 | RecipientPhoneNumber |
| Form And Info And Materials | A BRIEF LETTER WITH INFORMATION ABOUT BOTH THE ORGANIZATION AS A WHOLE AND THE SPECIFIC PROJECT FOR WHICH A GRANT IS BEING REQUESTED. THE LETTER MUST INCLUDE: * AMOUNT REQUESTED. * 501(C)(3) TAX DETERMINATION FROM THE IRS OR INTERNATIONAL EQUIVALENT. * A BUDGET FOR BOTH THE ORGANIZATION AS A WHOLE AND THE PARTICULAR PROJECT. * THE MOST RECENT AUDITED FINANCIAL STATEMENTS FOR THE ORGANIZATION. * A COPY OF THE MOST RECENTLY FILED FORM 990 OR INTERNATIONAL EQUIVALENT. * A LIST OF THE CURRENT BOARD OF DIRECTORS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | THE ORGANIZATION PROVIDES GRANTS TO ORGANIZATIONS/PROJECTS UNDER THE FOLLOWING PRIMARY GRANT CRITERIA: * IMPROVE NUTRITION. * SUPPORT AND IMPROVE THE LIVES OF DISADVANTAGED CHILDREN AND FAMILIES BY PROVIDING BASIC SERVICES AND COUNSELING TO PREVENT THEM FROM FURTHER HARDSHIP. * PROVIDE EARLY INTERVENTION BY IDENTIFYING LIFE'S CHALLENGES WHETHER IT MAY BE CAUSED BY LACK OF A PARENT OR BOTH PARENTS, UNEMPLOYMENT, A DISABILITY, POOR NUTRITION, LACK OF EDUCATION, PEER PRESSURE, DRUG USE AND/OR EXPOSURE TO A LIFE OF CRIME AND PROVIDE THE CHILDREN WITH LOVE, CARE AND SOMEONE TO TURN TO. * ENHANCE AND IMPROVE SELF-ESTEEM AND ELIMINATE BEHAVIOR PROBLEMS. * PREVENT PHYSICAL/EMOTIONAL ABUSE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $45,000 |
| BOYS & GIRLS CLUB OF HOLLYWOOD | |||||||
| 850 N CAHUENGA BLVD | HOLLYWOOD | CA | 90038 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DR SUITE 3 | MONTEREY PARK | CA | 917542142 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $35,000 |
| COLLEGE BOUND | |||||||
| 128 M STREET NW SUITE 220 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $30,000 |
| COLLEGE MATCH | |||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 |
| FOR THE CHILD INC | |||||||
| 4565 CALIFORNIA AVE | LONG BEACH | CA | 90807 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $35,000 |
| HEART OF LOS ANGELES YOUTH | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $50,000 |
| LA FAMILY HOUSING | |||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| LA'S BEST | |||||||
| 200 N SPRING ST SUITE M-120 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $35,000 |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DRIVE | WESTLAKE VILLAGE | CA | 91361 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| OPERATION SCHOOL BELL | |||||||
| 1370 N ST ANDREWS PL | HOLLYWOOD | CA | 90028 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $65,000 |
| SCHOOL ON WHEELS | |||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $75,000 |
| STONE SOUP CHILD CARE PROGRAMS | |||||||
| 15910 VENTURA BLVD SUITE 1702 | ENCINO | CA | 91436 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $20,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 |
| ZERO TO THREE | |||||||
| 1255 23RD STREET NW SUITE 350 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| THE CHILDREN'S PLACE | |||||||
| 2 EAST 59TH STREET | KANSAS CITY | MO | 64113 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| NFTE | |||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 650000 | 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) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $252,008 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,319 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $291,620 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $548,948 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 548948 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $3,276 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3276 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME SECURITIES | NameOfBond |
| EOY Book Value | 4570287 | EOYBookValue |
| EOYFMV | 4570287 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY SECURITIES | NameOfStock |
| EOY Book Value | 5756368 | EOYBookValue |
| EOYFMV | 5756368 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 2119124 | BookValue |
| EOYFMV | 2119124 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $714,431 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 75 | 0 | 0 |
| BANK FEES | 540 | 538 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WHITTIER TRUST CLASS ACTION | Description |
| Revenue And Expenses Per Books | 5319 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5319 | NetInvestmentIncome |
| Adjusted Net Income | 5319 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE | $4,000 | 0 | 4000 |
| INVESTMENT MANAGEMENT FEES | $51,656 | 51656 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAX | $3,018 | 3018 | 0 |
| FEDERAL TAX | $9,900 | 0 | 0 |
| STATE TAX | $10 | 0 | 0 |
Comments