BOWEN H & JANICE ARTHUR MCCOY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BOWEN H & JANICE ARTHUR MCCOY CHARITABLE FOUNDATION (EIN 95-4247192)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102049
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T10:45:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954184303 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLDWELL SCLAFANI & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | 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 | 954247192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWEN H AND JANICE ARTHUR MCCOY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOWE | BusinessNameControlTxt |
| Phone | 8182492085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCCOY CHEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8182492085 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE ABRAMS | PreparerPersonNm |
| PTIN | P00153640 | PTIN |
| Phone | 8182492085 | PhoneNum |
| 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 | $33,361,352 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,196 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,191,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,055,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,191,027 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,345 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,345 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,453,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,453,917 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $455 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $164,127 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,113 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $608 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,399 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,020 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,019 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,474 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,435,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,435,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,617,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,436,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,287,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $380,274 | CashBOYAmt |
| Cash EOY | $561,785 | CashEOYAmt |
| Cash EOYFMV | $561,785 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,608,770 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,262,675 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,799,567 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,989,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,824,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,361,352 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10 | CapitalStockBOYAmt |
| Capital Stock EOY | $10 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $7,841,674 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,841,674 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,147,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,982,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,989,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,824,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,989,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,824,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,989,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,825,129 | SubtotalAmt |
| Other Decreases | $669 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,824,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHS FORTIVE CORP | P | 2018-10-26 | 2025-06-02 | $14,054 | $14,528 | -$474 | -$474 |
| 900 SHS FORTIVE CORP | P | 2018-10-24 | 2025-06-02 | $63,243 | $56,810 | $6,433 | $6,433 |
| 1205 SHS NIKE INC | P | 2024-05-03 | 2025-06-02 | $73,986 | $110,827 | -$36,841 | -$36,841 |
| 295 SHS NIKE INC | P | 2019-05-03 | 2025-06-02 | $18,113 | $25,324 | -$7,211 | -$7,211 |
| 650 SHS NIKE INC | P | 2016-12-16 | 2025-06-02 | $39,910 | $33,449 | $6,461 | $6,461 |
| 600 SHS NIKE INC | P | 2019-04-11 | 2025-06-02 | $36,839 | $36,839 | $36,839 | |
| 243 SHS TARGET CORP | P | 2019-08-13 | 2025-06-02 | $22,659 | $20,515 | $2,144 | $2,144 |
| 325 SHS TARGET CORP | P | 2019-05-03 | 2025-06-02 | $30,305 | $24,707 | $5,598 | $5,598 |
| 1400 SHS NIVIDIA CORP | P | 2018-03-15 | 2025-10-10 | $261,720 | $8,747 | $252,973 | $252,973 |
| 2880 SHS NIVIDIA CORP | P | 2018-03-28 | 2025-10-10 | $538,396 | $15,953 | $522,443 | $522,443 |
| .25 SHS SOLSTICE ADV MATERIALS | P | 2018-10-26 | 2025-12-30 | $12 | $8 | $4 | $4 |
| 100 SHS ADP INC | P | 2024-02-26 | 2025-01-27 | $29,956 | $25,430 | $4,526 | $4,526 |
| 100 SHS HERSHEY COMPANY | P | 2025-02-07 | 2025-10-30 | $16,916 | $15,564 | $1,352 | $1,352 |
| 100 SHS MSCI INC | P | 2024-06-12 | 2025-01-27 | $62,127 | $49,177 | $12,950 | $12,950 |
| 6000 SHS NETFLIX INC | P | 2025-04-03 | 2025-12-16 | $566,581 | $574,024 | -$7,443 | -$7,443 |
| 400 SHS THERMO FISHER SCIENTIFIC | P | 2024-05-07 | 2025-05-06 | $165,843 | $229,768 | -$63,925 | -$63,925 |
| 3200 SHS FISERV INC | P | 2021-01-21 | 2025-10-30 | $332,613 | $346,108 | -$13,495 | -$13,495 |
| 100 SHS HOME DEPOT INC | P | 2022-06-01 | 2025-04-03 | $35,582 | $29,923 | $5,659 | $5,659 |
| 1200 SHS JOHNSON & JOHNSON | P | 2014-03-25 | 2025-02-07 | $184,387 | $150,280 | $34,107 | $34,107 |
| 200 SHS MASTERCARD INC | P | 2021-06-11 | 2025-04-03 | $107,032 | $72,845 | $34,187 | $34,187 |
| 2500 SHS OLD DOMINION FREIGHT | P | 2023-03-24 | 2025-10-24 | $340,975 | $409,009 | -$68,034 | -$68,034 |
| 200 SHS S&P GLOBAL INC | P | 2022-03-03 | 2025-05-06 | $100,953 | $81,439 | $19,514 | $19,514 |
| 200 SHS STRYKER CORP | P | 2020-11-05 | 2025-04-03 | $73,919 | $42,152 | $31,767 | $31,767 |
| 400 SHS THERMO FISHER SCIENTIFIC | P | 2021-10-05 | 2025-05-06 | $165,843 | $230,900 | -$65,057 | -$65,057 |
| 250 SHS UNION PACIFIC CORP | P | 2023-08-18 | 2025-01-27 | $63,829 | $55,298 | $8,531 | $8,531 |
| 200 SHS VISA INC | P | 2023-01-12 | 2025-04-03 | $68,317 | $44,468 | $23,849 | $23,849 |
| 400 SHS ALPHABET INC | P | 2007-06-29 | 2025-02-07 | $74,642 | $5,243 | $69,399 | $69,399 |
| 600 SHS JOHNSON & JOHNSON | P | 2000-08-02 | 2025-02-07 | $92,193 | $28,694 | $63,499 | $63,499 |
| 300 SHS JPMORGAN CHASE & CO | P | 2018-10-26 | 2025-01-27 | $79,270 | $31,271 | $47,999 | $47,999 |
| 200 SHS MICROSOFT CORP | P | 2016-12-16 | 2025-01-27 | $86,750 | $12,591 | $74,159 | $74,159 |
| 2000 SHS PEPSICO INC | P | 2004-03-30 | 2025-05-06 | $269,212 | $110,120 | $159,092 | $159,092 |
| 50 SHS SERVICENOW INC | P | 2018-08-08 | 2025-04-03 | $39,032 | $9,301 | $29,731 | $29,731 |
| ALPHABET INC SECURITIES | P | 2018-04-23 | 2025-08-14 | $291 | $291 | $291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,191,027 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,899 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH MCCOY CHEN | IndividualWithBooksNm |
| Phone | 8182492085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BOWEN H MC COY | ||||||||
| 3239 NORTH VERDUGO ROAD | GLENDALE | CA | 91208 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANNE MC COY | ||||||||
| 3239 NORTH VERDUGO ROAD | GLENDALE | CA | 91208 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELIZABETH MC COY CHEN | ||||||||
| 3239 NORTH VERDUGO ROAD | GLENDALE | CA | 91208 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| KATHERINE CHEN | ||||||||
| 3239 NORTH VERDUGO ROAD | GLENDALE | CA | 91208 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JUSTIN CHEN | ||||||||
| 3239 NORTH VERDUGO ROAD | GLENDALE | CA | 91208 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,319,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,947,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,947,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $479,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,467,832 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,573,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,573,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,899 | TotalTaxAmt |
| Distributable Before Adj | $1,555,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,555,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,555,493 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,436,474 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,436,474 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,555,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,643 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,436,474 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,643 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,242,831 | 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 | $312,662 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1130 S VERMONT | LOS ANGELES | CA | 90006 | NONE | PC | SOCIAL SERVICES | $50,000 |
| BERRY COLLEGE | |||||||
| 2277 MARTHA BERRY HWY NW | MT BERRY | GA | 30149 | NONE | PC | EDUCATIONAL | $25,000 |
| BRENTWOOD PRESBYTERIAN CHURCH | |||||||
| 12000 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | NONE | PC | RELIGION | $50,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | EDUCATIONAL | $25,000 |
| COALITION FOR ENGAGED EDUCATION (NEW VISIONS FOUNDATION) | |||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PC | SOCIAL SERVICES | $10,000 |
| CRE FOUNDATION | |||||||
| 430 N MICHIGAN AVENUE | CHICAGO | IL | 60611 | NONE | PC | EDUCATIONAL | $5,000 |
| DIY GIRLS | |||||||
| P O BOX 330662 | PACOIMA | CA | 91333 | NONE | PC | SOCIAL SERVICES | $10,000 |
| HARVARD UNIVERSITY - BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PC | EDUCATIONAL | $50,000 |
| HARVARD UNIVERSITY | |||||||
| UNIVERSITY HALL GROUND FLOOR SOUTH | BOSTON | MA | 02163 | NONE | PC | EDUCATIONAL | $50,000 |
| HAVERFORD COLLEGE | |||||||
| 370 LANCASTER AVENUE | HAVERFORD | PA | 19041 | NONE | PC | EDUCATIONAL | $800,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W 5TH STREET | LOS ANGELES | CA | 90071 | NONE | PC | ARTS AND CULTURE | $25,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | ARTS AND CULTURE | $50,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | EDUCATIONAL | $25,000 |
| SCHOOL ON WHEELS | |||||||
| 303 N VENTURA AVENUE | VENTURA | CA | 93001 | NONE | PC | EDUCATIONAL | $10,000 |
| ST ANDREW'S ABBEY AT VALYERMO | |||||||
| 31001 NORTH VALYERMO ROAD | VALYERMO | CA | 93563 | NONE | PC | RELIGION | $5,000 |
| STANFORD UNIVERSITY - UNDESIGNATED | |||||||
| 450 SERRA MALL | STANFORD | CA | 943052004 | NONE | PC | EDUCATIONAL | $205,000 |
| UCLA FOUNDATION - STUART HOUSE | |||||||
| PO BOX 204 | NORWOOD | NJ | 07648 | NONE | PC | EDUCATIONAL | $10,000 |
| UCLA MEDICAL CENTER-PARKINSON'S RESEARCH | |||||||
| 757 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | NONE | PC | EDUCATIONAL | $25,000 |
| URBAN LAND FOUNDATION | |||||||
| 2001 L STREET NW STE 200 | WASHINGTON | DC | 20036 | NONE | PC | ENVIRONMENTAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,435,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,196 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,349 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,345 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,191,027 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,453,917 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,453,917 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $455 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,262,675 | EOYBookValueAmt |
| EOYFMV | $32,799,567 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS ACCRUED NOT RECEIVED | Desc |
| Amt | $669 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $360 | $0 | $0 |
| D & O INSURANCE | $2,039 | $1,020 | $1,019 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION SETTLEMENT-WELLS FARGO & CO | $544 | $544 | $544 |
| CLASS ACTION SETTLEMENT-ALPHABET | $135 | $135 | $135 |
| CLASS ACTION SETTLEMENT-BANK OF AMERICA | $1,666 | $1,666 | $1,666 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $164,127 | Amt |
| Net Investment Income | $164,113 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $608 | $608 | $0 |
| CALIFORNIA ATTORNEY GENERAL | $200 | $0 | $0 |
| FEDERAL EXCISE TAXES CURRENT YEAR | $10,948 | $0 | $0 |