EMILY VAN NUYS CHARITABLE REMAINDER TRUST NECT: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EMILY VAN NUYS CHARITABLE REMAINDER TRUST NECT (EIN 95-6587698)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202631329349104523
- Schema version
- 2024v5.2
- 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
- Applied To Prior Year Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T19:01:09-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956587698 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY VAN NUYS CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUYS | BusinessNameControlTxt |
| Phone | 8882657962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64193 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | U S BANK N A BY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8882657962 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $31,954,896 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $778,172 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $778,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $782,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,231,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $782,884 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,561,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,561,144 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $221,330 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $199,197 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,133 | 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 | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,375 | 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 |
| Tot Opr Expenses Rev And Expnss | $293,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,364,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,364,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,657,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,387,289 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,354,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $873,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $873,821 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,596,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,362,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,148,992 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,669,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,098,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,932,083 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,430,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,334,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,954,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,430,997 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,334,301 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,430,997 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,334,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,430,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,334,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,430,997 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,334,662 | SubtotalAmt |
| Other Decreases | $361 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,334,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1000. SPDR GOLD TRUST | 1900-01-01 | 2024-07-16 | $70 | $62 | $8 | $8 | |
| 100. ALPHABET INC CL A | 2011-03-17 | 2024-07-31 | $17,129 | $1,407 | $15,722 | $15,722 | |
| 50. AMERICAN EXPRESS CO | 2010-05-26 | 2024-07-31 | $12,770 | $1,943 | $10,827 | $10,827 | |
| 1146.789 CREDIT SUISSE COMMODITY RETURN | 2024-05-29 | 2024-07-31 | $25,264 | $27,615 | -$2,351 | -$2,351 | |
| 50. J P MORGAN CHASE & CO | 2008-10-23 | 2024-07-31 | $10,744 | $1,873 | $8,871 | $8,871 | |
| 1000. SPDR GOLD TRUST | 1900-01-01 | 2024-08-15 | $74 | $65 | $9 | $9 | |
| 1000. SPDR GOLD TRUST | 1900-01-01 | 2024-09-13 | $76 | $64 | $12 | $12 | |
| 500. COMCAST CORP CLASS A | 2014-04-15 | 2024-09-17 | $19,872 | $11,926 | $7,946 | $7,946 | |
| 4251.882 CREDIT SUISSE COMMODITY RETURN | 2024-05-29 | 2024-09-17 | $94,774 | $102,385 | -$7,611 | -$7,611 | |
| 3100. INTEL CORP | 2008-10-23 | 2024-09-17 | $66,137 | $45,384 | $20,753 | $20,753 | |
| 100. AMGEN INC | 2008-05-08 | 2024-09-26 | $31,567 | $4,219 | $27,348 | $27,348 | |
| 2200. COMCAST CORP CLASS A | 2014-04-15 | 2024-09-26 | $89,846 | $52,473 | $37,373 | $37,373 | |
| 22009.865 CREDIT SUISSE FL RT HI IN I | 2022-11-28 | 2024-09-26 | $138,882 | $136,379 | $2,503 | $2,503 | |
| 100. HOME DEPOT INC | 2008-12-30 | 2024-09-26 | $39,767 | $2,315 | $37,452 | $37,452 | |
| 200. ISHARES RUSSELL 2000 VALUE ETF | 2008-12-30 | 2024-09-26 | $33,208 | $9,398 | $23,810 | $23,810 | |
| 100. ISHARES RUSSELL 2000 GROWTH ETF | 2008-12-30 | 2024-09-26 | $28,343 | $4,880 | $23,463 | $23,463 | |
| 150. J P MORGAN CHASE & CO | 2008-10-23 | 2024-09-26 | $31,502 | $5,619 | $25,883 | $25,883 | |
| 300. WEC ENERGY GROUP INC COM | 2008-10-23 | 2024-09-26 | $28,279 | $5,987 | $22,292 | $22,292 | |
| 100. LINDE PLC | 2018-10-31 | 2024-09-26 | $47,784 | $16,346 | $31,438 | $31,438 | |
| 50. AMERICAN EXPRESS CO | 2010-05-26 | 2024-09-27 | $13,540 | $1,943 | $11,597 | $11,597 | |
| 50. AMGEN INC | 2008-05-08 | 2024-09-27 | $16,309 | $2,109 | $14,200 | $14,200 | |
| 50. MCDONALDS CORP COM | 2008-10-23 | 2024-09-27 | $15,253 | $2,759 | $12,494 | $12,494 | |
| 1000. SPDR GOLD TRUST | 1900-01-01 | 2024-10-18 | $76 | $61 | $15 | $15 | |
| 1000. SPDR GOLD TRUST | 1900-01-01 | 2024-11-15 | $86 | $72 | $14 | $14 | |
| 1000. SPDR GOLD TRUST | 1900-01-01 | 2024-12-09 | $81 | $66 | $15 | $15 | |
| 29884.999 COLUMBIA CORPORATE INCOME INST3 | 2023-12-28 | 2025-02-13 | $271,057 | $274,939 | -$3,882 | -$3,882 | |
| 1100. ISHARES CORE U.S. AGGREGATE BOND ETF | 2025-02-13 | $107,082 | $108,766 | -$1,684 | -$1,684 | ||
| 1710. ISHARES CORE U.S. AGGREGATE BOND ETF | 2025-02-13 | $166,464 | $168,314 | -$1,850 | -$1,850 | ||
| 900. UNITED PARCEL SERVICE INC CL B | 2025-05-28 | $87,245 | $77,858 | $9,387 | $9,387 | ||
| 2371. VANGUARD FTSE EMERGING MARKETS ETF | 2025-05-28 | $112,306 | $125,541 | -$13,235 | -$13,235 | ||
| 2618. ISHARES SP MIDCAP 400 GROWTH E T F | 2025-06-26 | $235,657 | $87,677 | $147,980 | $147,980 | ||
| 1441. ISHARES RUSSELL 2000 VALUE ETF | 2008-12-30 | 2025-06-26 | $225,566 | $67,715 | $157,851 | $157,851 | |
| 152. ISHARES RUSSELL 2000 GROWTH ETF | 2008-12-30 | 2025-06-26 | $42,970 | $7,417 | $35,553 | $35,553 | |
| 1796. ISHARES S P MIDCAP 400 VALUE ETF | 2025-06-26 | $220,841 | $93,096 | $127,745 | $127,745 | ||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P | |||||
| CAPITAL GAIN DIVIDENDS | $936 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $782,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,829 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,829 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,829 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,942 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,942 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,113 | OverpaymentAmt |
| Applied To ES Tax | $1,113 | 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 | US BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8882657962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LIVINGSTON AVE | AddressLine1Txt |
| City | SAINT PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55107 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2022 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2021 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 | US BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 64193 | AddressLine1Txt |
| City | EAGAN | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55164 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $221,330 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,952,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $291,947 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,244,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,244,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $468,666 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,775,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,538,787 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,538,787 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,829 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,829 | TotalTaxAmt |
| Distributable Before Adj | $1,519,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,519,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,519,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,387,289 | 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 | $1,387,289 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,519,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,352,224 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Total For Prior Years | $1,356,794 | 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 | $1,387,289 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,352,224 | AppliedToYear1Amt |
| Applied To Prior Years | $35,065 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $1,321,729 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $1,356,794 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,519,958 | 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 (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| ATTN JAMIE AUNG | LOS ANGELES | CA | 900293514 | NONE | PC | GENERAL OPERATING | $500 |
| PASADENA HUMANE SOCIETY & SPCA | |||||||
| 361 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | NONE | PC | GENERAL OPERATING | $3,000 |
| LOS ANGELES SOCIETY FOR THE | |||||||
| PREVENTION OF CRUELTY TO ANIMALS | LOS ANGELES | CA | 90016 | NONE | PC | GENERAL OPERATING | $3,000 |
| JB & EMILY VAN NUYS CHARITIES | |||||||
| PO BOX 160 | WOODLAND HILLS | CA | 913650160 | NONE | PF | GENERAL OPERATING | $1,357,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,364,406 | 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 | $778,172 | 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 | $782,884 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,561,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,561,257 | 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 | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of undistributed income from the tax year ending 2022 in the amount of $35,065. | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JB & EMILY VAN NUYS CHARITIES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913650160 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-06-30 | GrantDt |
| Grant | $1,357,906 | GrantAmt |
| Purpose Of Grant | GENERAL OPERATING | PurposeOfGrantTxt |
| Any Diversion By Grantee | TO THE FOUNDATION'S KNOWLEDGE, THERE HAS BEEN NO DIVERSION. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 10/25/2025 | DatesOfReportsByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 02079K107 ALPHABET INC CL C | $6,510 | $88,695 |
| 02079K305 ALPHABET INC CL A | $38,896 | $511,067 |
| 023135106 AMAZON.COM INC | $165,769 | $416,841 |
| 025816109 AMERICAN EXPRESS CO | $42,738 | $350,878 |
| 031162100 AMGEN INC | $40,076 | $265,250 |
| 032654105 ANALOG DEVICES INC | $47,513 | $380,832 |
| 037833100 APPLE INC | $50,677 | $1,025,850 |
| 053015103 AUTOMATIC DATA PROCE | $34,727 | $370,080 |
| 166764100 CHEVRON CORP COM | $97,878 | $243,423 |
| 191216100 COCA COLA COMPANY | $53,600 | $155,650 |
| 20030N101 COMCAST CORP CL A | ||
| 20825C104 CONOCOPHILLIPS | $66,921 | $116,662 |
| 22160K105 COSTCO WHOLESALE COR | $83,365 | $420,725 |
| 254687106 WALT DISNEY CO | $73,503 | $272,822 |
| 337738108 FISERV INC | $11,065 | $172,410 |
| 437076102 HOME DEPOT INC | $25,469 | $403,304 |
| 458140100 INTEL CORP | ||
| 46625H100 J P MORGAN CHASE CO | $27,000 | $985,694 |
| 57636Q104 MASTERCARD INC | $54,149 | $112,388 |
| 580135101 MCDONALDS CORP COM | $46,903 | $248,345 |
| 594918104 MICROSOFT CORP | $56,800 | $1,243,525 |
| 666807102 NORTHROP GRUMMAN COR | $24,968 | $299,988 |
| 717081103 PFIZER INC | $128,724 | $145,440 |
| 718546104 PHILLIPS 66 | $22,916 | $83,510 |
| 742718109 PROCTER GAMBLE CO | $97,725 | $191,184 |
| 882508104 TEXAS INSTRUMENTS IN | $24,810 | $311,430 |
| 911312106 UNITED PARCEL SERVIC | ||
| 91324P102 UNITEDHEALTH GROUP I | $17,685 | $218,379 |
| 92939U106 WEC ENERGY GROUP INC | $21,951 | $114,620 |
| G54950103 LINDE PLC SHS |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 22540S836 CREDIT SUISSE FL RT | |||
| 464287176 ISHARES TIPS BOND ET | AT COST | $267,251 | $275,100 |
| 464287234 ISHARES MSCI EMERGIN | AT COST | $623,802 | $858,672 |
| 464287309 ISHARES S P 500 GROW | AT COST | $418,371 | $4,183,800 |
| 464287408 ISHARES S P 500 VALU | AT COST | $592,735 | $2,638,170 |
| 464287465 ISHARES MSCI EAFE ET | AT COST | $1,651,620 | $2,464,393 |
| 464287564 ISHARES COHEN STEERS | AT COST | $310,911 | $538,208 |
| 464287606 ISHARES SP MIDCAP 40 | AT COST | $59,490 | $162,126 |
| 464287630 ISHARES RUSSELL 2000 | AT COST | $289,422 | $971,644 |
| 464287648 ISHARES RUSSELL 2000 | AT COST | $221,930 | $1,300,091 |
| 464287705 ISHARES S P MIDCAP 4 | AT COST | $67,554 | $161,148 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $1,001,852 | $1,244,208 |
| 464288885 ISHARES MSCI EAFE GR | AT COST | $997,118 | $1,276,800 |
| 693390841 P I M C O HIGH YIELD | AT COST | $582,518 | $615,696 |
| 693390882 PIMCO INTL BD FD US | AT COST | $139,822 | $143,733 |
| 922042858 VANGUARD FTSE EMERGI | AT COST | $556,086 | $649,360 |
| 04314H568 ARTISAN HIGH INCOME | AT COST | $410,000 | $419,521 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $425,000 | $435,546 |
| 19765N518 COLUMBIA CORPORATE I | |||
| 22544R305 CREDIT SUISSE COMMOD | |||
| 464287226 ISHARES CORE U.S. AG | AT COST | $323,808 | $326,368 |
| 464287432 ISHARES 20 YEAR TREA | AT COST | $295,755 | $291,225 |
| 464288588 ISHARES MBS ETF | AT COST | $186,250 | $187,780 |
| 46429B267 ISHARES US TREASURY | AT COST | $275,460 | $275,760 |
| 78463V107 SPDR GOLD TRUST | AT COST | $200,138 | $304,830 |
| 861728400 STONE RIDGE HY REINS | AT COST | $550,000 | $532,980 |
| 87245P650 NUVEEN SHORT TERM BO | AT COST | $400,000 | $408,425 |
| 87245P684 NUVEEN CORE PLUS BON | AT COST | $925,000 | $941,785 |
| 991999566 CA LOS ANGELES MI(1- | AT COST | $1,188 | $2 |
| 19766M873 COLUMBIA CORPORATE I | AT COST | $325,061 | $324,712 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $151 |
| PY RETURN OF CAPITAL ADJUSTMENT | $128 |
| ROC ON CY SALES | $82 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,793 | $4,793 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $43,789 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $19,942 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,582 | $2,582 | $0 |