TEDDY EBERSOLS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TEDDY EBERSOLS FAMILY FOUNDATION (EIN 26-1293640)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201243189349100749
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T16:21:42-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-11-13 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1905251 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 66138 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 66138 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 66138 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -11584 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 654089 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 54554 | TotalRevenueAndExpenses |
| Total Net Investment Income | 66138 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 66138 | 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 |
| Taxes Rev And Expnss | 2877 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2877 | 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 | 115500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 115500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 118377 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 115500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -63823 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 66138 | NetInvestmentIncome |
| Adjusted Net Income | 66138 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 18 | CashBOY |
| Cash EOY | 194 | CashEOY |
| Cash EOYFMV | 194 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1968846 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1905057 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1905057 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 210 | AccountsReceivableBOY |
| Total Assets BOY | 1969074 | TotalAssetsBOY |
| Total Assets EOY | 1905251 | TotalAssetsEOY |
| Total Assets EOYFMV | 1905251 | 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 | 1969074 | RetainedEarningsBOY |
| Retained Earnings EOY | 1905251 | RetainedEarningsEOY |
| Total Net Assets BOY | 1969074 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1905251 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1969074 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1905251 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1969074 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -63823 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1905251 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1905251 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 | 2011-12-31 | 2011-12-31 | 206734 | 208108 | -1374 | -1374 |
| RBC WEALTH MGMT - SEE STMT A | P | 2010-01-01 | 2011-12-31 | 447355 | 457565 | -10210 | -10210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -11584 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1374 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 117200 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1939539 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060427 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2007834 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.007969 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 284745 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1507564 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.188878 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.257274 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064319 | AverageDistributionRatio |
| Net Noncharitable Assets | 1876672 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 120706 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 661 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 121367 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 115500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1323 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1323 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1323 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1288 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 2288 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Overpayment | 952 | Overpayment |
| Amount Credited To Next Year | 952 | 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 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 | 1905251 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1905251 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1905251 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28579 | CashDeemedCharitable |
| Net Noncharitable Assets | 1876672 | NetNoncharitableAssets |
| Minimum Investment Return | 93834 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93834 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1323 | TaxBasedOnInvestmentIncome |
| Total Tax | 1323 | TotalTax |
| Distributable Amount Before Adj | 92511 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 92511 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 92511 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 115500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 115500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 115500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92511 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 125857 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 84020 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 21508 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 231385 | TotalExcessDistriCarryover |
| Qualifying Distributions | 115500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 92511 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22989 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 254374 | 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 | 254374 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 125857 | ExcessFromYear3 |
| Excess From Year2 | 84020 | ExcessFromYear2 |
| Excess From Year1 | 21508 | ExcessFromYear1 |
| Excess From Current Year | 22989 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF BOSTON | |||||
| 50 CONGRESS STREET STE 730 | BOSTON | MA | 02109 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $100,000 |
| TELLURIDE FOUNDATION | |||||
| 220 E COLORADO AVE SUITE 106 | TELLURIDE | CO | 81435 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 |
| WIND OVER WINGS | |||||
| PO BOX 289 | DRESDEN | ME | 04342 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 115500 | 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 | $66,138 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$11,584 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $54,554 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 54554 | 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 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TAXES | $2,695 | 0 | 0 | 0 |
| LEGAL | $177 | 0 | 0 | 0 |
| BANK FEES | $5 | 0 | 0 | 0 |
Comments