BRIDGES-LARSON FOUNDATION CHARITABLE TR 03301993: Form 990PF, tax year 2025
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- Organization
- BRIDGES-LARSON FOUNDATION CHARITABLE TR 03301993 (EIN 95-4422320)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349103495
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T17:01:09-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954422320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRIDGES LARSON FOUNDATION 81-38296510 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRID | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ROXBURY DRIVE SUITE 600 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902105021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CITY NATIONAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,725,426 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $407,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $407,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $602,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,956,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $602,505 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $23,379 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23,379 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $23,317 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,033,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,033,437 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,317 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,980 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,980 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $205 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $74,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $982,431 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $982,431 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,172,843 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,056,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $957,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,317 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $894 | CashBOYAmt |
| Cash EOY | $1,784 | CashEOYAmt |
| Cash EOYFMV | $1,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $450,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,043 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $10,051,472 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,044,731 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,406,599 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,503,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,363,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,725,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,503,176 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,363,558 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,503,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,363,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,503,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,363,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,503,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $429 | OtherIncreasesAmt |
| Subtotal | $10,364,199 | SubtotalAmt |
| Other Decreases | $641 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,363,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 130000. ADOBE SYSTEMS INC 3.250% 2/01/25 | 2024-03-26 | 2025-02-01 | $130,000 | $130,000 | |||
| 1125. ALPHABET INC CL C | 2014-01-31 | 2025-07-22 | $214,819 | $20,962 | $193,857 | $193,857 | |
| 500. AMERICAN TOWER CORP REIT | 2024-03-26 | 2025-07-22 | $114,125 | $97,648 | $16,477 | $16,477 | |
| 450. AMGEN COMMON | 2024-03-26 | 2025-07-22 | $133,414 | $125,666 | $7,748 | $7,748 | |
| 1660. ANHEUSER-BUSCH INBEV SPONS ADR | 2022-06-27 | 2025-07-22 | $114,055 | $90,171 | $23,884 | $23,884 | |
| 2160. CSX CORP | 2024-03-26 | 2025-07-22 | $75,319 | $77,533 | -$2,214 | -$2,214 | |
| 790. CINTAS CORP | 2016-07-28 | 2025-07-22 | $174,471 | $21,386 | $153,085 | $153,085 | |
| 330. EOG RES INC | 2022-01-06 | 2025-07-22 | $38,515 | $31,563 | $6,952 | $6,952 | |
| 1100. EXXON MOBIL CORP | 2022-12-22 | 2025-07-22 | $119,461 | $117,103 | $2,358 | $2,358 | |
| 565. HCA HEALTHCARE INC | 2020-06-09 | 2025-07-22 | $208,828 | $65,712 | $143,116 | $143,116 | |
| 500. MARSH | 2024-03-26 | 2025-07-22 | $105,404 | $101,493 | $3,911 | $3,911 | |
| 1210. NOVO NORDISK AS SPONS ADR | 2024-03-26 | 2025-07-22 | $80,002 | $157,463 | -$77,461 | -$77,461 | |
| 520. OCCIDENTAL PETROLEUM CORP | 2024-03-26 | 2025-07-22 | $22,522 | $33,626 | -$11,104 | -$11,104 | |
| 440. UNITEDHEALTH GRP INC COM | 2016-06-06 | 2025-07-22 | $124,548 | $56,387 | $68,161 | $68,161 | |
| 375. ZOETIS INC | 2017-05-17 | 2025-07-22 | $55,754 | $22,466 | $33,288 | $33,288 | |
| 650. NXP SEMICONDUCTORS NV | 2023-09-27 | 2025-07-22 | $147,863 | $107,440 | $40,423 | $40,423 | |
| 97000. GENERAL MOTORS CO 6.125% 10/01/25 | 2024-07-08 | 2025-09-01 | $97,000 | $97,000 | |||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $602,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,750 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,437 | OverpaymentAmt |
| Applied To ES Tax | $2,437 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155762588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ROXBURY DRIVE STE 600 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902105021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CITY NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ROXBURY DRIVE STE 600 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902105021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 7 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $147,960 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,757,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $746,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,503,635 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,503,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,241,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $862,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $862,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,313 | TotalTaxAmt |
| Distributable Before Adj | $848,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $848,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $848,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,056,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,056,931 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $848,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $416,700 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,056,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $416,700 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $640,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $208,510 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY SCHOOL OF THE ARTS | ||||||||
| 622 WEST 113TH ST | NEW YORK | NY | 10025 | NONE | PC | EDUCATION/SCHOLARSHIP | $150,000 | |
| WOMEN IN FILM | ||||||||
| 4221 WILSHIRE BLVD SUITE 130 | LOS ANGELES | CA | 90010 | NONE | PC | EDUCATION/SCHOLARSHIP | $25,000 | |
| NEW FILMMAKERS LOS ANGELES | ||||||||
| 1438 N GOWER STREET BOX 83 | HOLLYWOOD | CA | 90028 | NONE | PC | EDUCATION/SCHOLARSHIP | $35,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| PO BOX 11098 | PHOENIX | AZ | 85061 | NONE | PC | EDUCATION/SCHOLARSHIP | $143,000 | ATTN KIMBERLY SWINTON |
| AMERICAN FILM INSTITUTE INC | ||||||||
| 2021 NORTH WESTERN AVENUE | LOS ANGELES | CA | 900271657 | NONE | PC | EDUCATION/SCHOLARSHIP | $154,431 | |
| UNIVERSITY OF CENTRAL ARKANSAS | ||||||||
| 201 DONAGHEY AVENUE | CONWAY | AR | 720350001 | NONE | PC | EDUCATION/SCHOLARSHIP | $130,000 | |
| INEVITABLE FOUNDATION | ||||||||
| 8605 SANTA MONICA BLVD SUITE 15849 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | EDUCATION/SCHOLARSHIP | $25,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||
| 900 WEST 34TH STREET SUITE 465 | LOS ANGELES | CA | 90089 | NONE | PC | EDUCATION/SCHOLARSHIP | $60,000 | SCHOOL OF CINEMATIC ARTS |
| PBS SOCAL | ||||||||
| 3080 BRISTOL STREET SUITE 100 | COSTA MESA | CA | 92626 | NONE | PC | EDUCATION/SCHOLARSHIP | $160,000 | |
| UCLA SCHOOL OF THEATER FILM | ||||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | PC | EDUCATION/SCHOLARSHIP | $100,000 | AND TELEVISION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $982,431 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,553 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $602,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTY INCOME | 14 | $23,317 |
| SECTION 897 CAPIT | 14 | $62 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,033,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,033,437 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED ASSET STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,044,731 | BookValueAmt |
| EOYFMV | $17,406,599 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PURCHASE ACCRUED INTEREST ADJUSTMENT | $376 |
| RENT ADJ TO FORM 1099 | $265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $205 | $205 | $0 |
| ANNUAL CHECKING ACCT FEE | $20 | $0 | $20 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECTION 897 CAPITAL GAIN | $62 | $62 | |
| Royalty Income | $23,317 | $23,317 | $23,317 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $429 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,458 | $1,458 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $24,519 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $15,750 | $0 | $0 |
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