KIRKORIAN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
KIRKORIAN FAMILY FOUNDATION (EIN 20-1968695)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201223209349102072
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T19:28:36-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN941668792EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PETRINOVICH PUGH & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1333 WEST SANTA CLARA ST 830AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code951131716ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201968695EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE KIRKORIAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlKIRKNameControl
Phone4083794547Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11630 WEST CAMPBELL AVENUEAddressLine1
CityCAMPBELLCity
StateCAState
ZIP Code95008ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN KIRKORIANName
TitleDIRECTORTitle
Phone4083794547Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePETRINOVICH PUGH COMPANYName
Phone4082877911Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY16890FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss197706ContriReceivedRevAndExpnss
Dividends Rev And Expnss6DividendsRevAndExpnss
Dividends Net Invst Incm6DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses197712TotalRevenueAndExpenses
Total Net Investment Income6TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss181001ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps181001ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss181001TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps181001TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses16711ExcessOfRevenueOverExpenses
Net Investment Income6NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY179SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY16890SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV16890SavingsAndTempCashInvstEOYFMV
Total Assets BOY179TotalAssetsBOY
Total Assets EOY16890TotalAssetsEOY
Total Assets EOYFMV16890TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY179RetainedEarningsBOY
Retained Earnings EOY16890RetainedEarningsEOY
Total Net Assets BOY179TotalNetAssetsBOY
Total Net Assets EOY16890TotalNetAssetsEOY
Total Liabilities Net Assets BOY179TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY16890TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY179TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses16711ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal16890Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY16890TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1198756QualifyingDistributionsYear1
Noncharitable Assets Year181694NoncharitableAssetsYear1
Distribution Ratio Year12.432933DistributionRatioYear1
Qualifying Distributions Year2214756QualifyingDistributionsYear2
Noncharitable Assets Year2103213NoncharitableAssetsYear2
Distribution Ratio Year22.080707DistributionRatioYear2
Qualifying Distributions Year3194613QualifyingDistributionsYear3
Noncharitable Assets Year3128661NoncharitableAssetsYear3
Distribution Ratio Year31.512603DistributionRatioYear3
Qualifying Distributions Year4193619QualifyingDistributionsYear4
Noncharitable Assets Year4136414NoncharitableAssetsYear4
Distribution Ratio Year41.419348DistributionRatioYear4
Qualifying Distributions Year5205828QualifyingDistributionsYear5
Noncharitable Assets Year5239940NoncharitableAssetsYear5
Distribution Ratio Year50.857831DistributionRatioYear5
Total Distribution Ratio8.303422TotalDistributionRatio
Average Distribution Ratio1.660684AverageDistributionRatio
Net Noncharitable Assets17102NetNoncharitableAssets
Adjusted Noncharitable Assets28401AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One28401AdjNonchrtblAssetsAndOnePct
Qualifying Distributions181001QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJOHN KIRKORIANBooksInCareOfPersonName
Books In Care Of Phone Number4083794547BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11630 WEST CAMPBELL AVEAddressLine1
CityCAMPBELLCity
StateCAState
ZIP Code95008ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
MARLEEN KIRKORIAN
1630 WEST CAMPBELL AVECAMPBELLCA95008PRESIDENT0.00000
KIM BRODNIK
1630 WEST CAMPBELL AVECAMPBELLCA95008SECRETARY0.00000
JOHN KIRKORIAN
1630 WEST CAMPBELL AVECAMPBELLCA95008TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances17362AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets17362TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets17362AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable260CashDeemedCharitable
Net Noncharitable Assets17102NetNoncharitableAssets
Minimum Investment Return855MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return855MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj855DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded855DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted855DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions181001ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions181001QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions181001AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted855DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5197145ExcessDistriCarryoverYear5
Excess Distri Carryover Year4189790ExcessDistriCarryoverYear4
Excess Distri Carryover Year3191548ExcessDistriCarryoverYear3
Excess Distri Carryover Year2213023ExcessDistriCarryoverYear2
Excess Distri Carryover Year1194671ExcessDistriCarryoverYear1
Total Excess Distri Carryover986177TotalExcessDistriCarryover
Qualifying Distributions181001QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year855AppliedToCurrentYear
Remaining Distri From Corpus180146RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1166323TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5197145ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year969178ExcessDistriCyovToNextYear
Excess From Year4189790ExcessFromYear4
Excess From Year3191548ExcessFromYear3
Excess From Year2213023ExcessFromYear2
Excess From Year1194671ExcessFromYear1
Excess From Current Year180146ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
BAKER HOME & SCHOOL CLUB
4845 BUCKNALL RDSAN JOSECA95130NONEEXEMPTEDUCATION$1,150
BAY AREA AFTER SCHOOL ALL STARS
489 VALLEY WAYMILPITASCA95035NONEEXEMPTCOMMUNITY SUPPORT$60,500
BIRTH CHOICE OF NAPA VALLEY
2045 JEFFERSON STNAPACA94559NONEEXEMPTMEDICAL RESEARCH$2,500
CAMPBELL FASTPITCH SOFTBALL
PO BOX 1288CAMPBELLCA95008NONEEXEMPTYOUTH FITNESS$250
CAMPBELL VETERANS MEMORIAL
186 GILMAN AVECAMPBELLCA95008NONEEXEMPTCOMMUNITY SUPPORT$20,000
COUNTRY WOMENS CLUB OF CAMPBELL
PO BOX 322CAMPBELLCA95009NONEEXEMPTCOMMUNITY SUPPORT$2,000
CYSTIC FIBROSIS RESEARCH INSTITUTE
2672 BAYSHORE PKY SUITE 520MT VIEWCA94043NONEEXEMPTMEDICAL RESEARCH$6,350
HERITAGE THEATRE
1 W CAMPBELL AVE C32CAMPBELLCA95008NONEEXEMPTCOMMUNITY SUPPORT$8,500
HOSPICE OF THE VALLEY
4850 UNION AVESAN JOSECA95124NONEEXEMPTMEDICAL SERVICE$30,390
KIWANIS CLUB OF CAMPBELL
PO BOX 243CAMPBELLCA95008NONEEXEMPTCOMMUNITY SUPPORT$1,000
LOS GATOS ATHLETIC ASSOCATION
PO BOX 1334LOS GATOSCA95030NONEEXEMPTYOUTH FITNESS$1,711
MONTEREY COUNTY SHERIFF'S DBA
1414 NATIVIDAD RDSALINASCA93906NONEEXEMPTCOMMUNITY SUPPORT$600
MS WALK - NORTHERN CALIFORNIA
1700 OWENS STSAN FRANCISCOCA94158NONEEXEMPTMEDICAL RESEARCH$4,000
NATIONAL RESEARCH FUND FOR TICK BORN
PO BOX 643WILTONCT06897NONEEXEMPTMEDICAL RESEARCH$250
REBEKAH CHILDRENS SERVICES
290 IOOF AVEGILROYCA95020NONEEXEMPTMEDICAL SERVICE$15,325
SALINAS VALLEY JUNIOR GOLF ASSOC
PO BOX 2507SALINASCA93902NONEEXEMPTYOUTH FITNESS$500
SHERIFF'S ADVISORY BOARD OF SC COUNTY
PO BOX 28037SAN JOSECA95159NONEEXEMPTCOMMUNITY SUPPORT$5,000
SOUTH BAY YOUTH SOCCER
1180 MIRALOMA WAY SUITE ASUNNYVALECA94085NONEEXEMPTYOUTH FITNESS$500
SPARTAN FOUNDATION
ONE WASHINGTON SQUARESAN JOSECA95192NONEEXEMPTEDUCATION$7,000
VALLEY MONTE LEAGUE
19106 PANORAMA DRSARATOGACA95070NONEEXEMPTYOUTH FITNESS$3,000
VIA SERVICES
2851 PARK AVESANTA CLARACA95050NONEEXEMPTCOMMUNITY SUPPORT$5,000
WALDORF SCHOOL OF THE PENINSULA
1131 MORA DRLOS ALTOSCA94024NONEEXEMPTEDUCATION$2,475
WESTGATE CHURCH
1735 SARATOGA AVESAN JOSECA95129NONEEXEMPTRELIGIOUS$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year181001TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FOUNDATION FIGHTING BLINDNESS
PO BOX 61325SUNNYVALECA94088NONEEXEMPTMEDICAL SERVICE$5,000
LOS GATOS ATHLETIC ASSOCATION
PO BOX 1334LOS ALTOSCA95030NONEEXEMPTYOUTH FITNESS$400
FieldValueIRS element (for citing)
Tot Grant Or Contri Approved Future5400TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code523000BusinessCode
Unrelated Business Income$6UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$6UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA6TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1MARGUERITE KIRKORIANBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11630 WEST CAMPBELL AVENUEAddressLine1
CityCAMPBELLCity
StateCAState
ZIP Code95008ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions197706AggregateContributions
Person Contribution TypeXPersonContributionType

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