STROMPOLOS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STROMPOLOS FAMILY FOUNDATION (EIN 83-2800287)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-16
- IRS object ID
- 202402609349101055
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-16T17:06:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954427433 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINEMAN WEST & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 S FIGUEROA ST SUITE 1000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832800287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STROMPOLOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STRO | BusinessNameControlTxt |
| Phone | 3102820477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 WILSHIRE BLVD STE 600 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE STROMPOLOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102820477 | PhoneNum |
| Signature | 2024-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY ON CPA | PreparerPersonNm |
| PTIN | P00961764 | PTIN |
| Phone | 2136889898 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,032,427 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,901 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $362 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $362 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,677,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,374 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $686 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $686 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $266,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,685 | OthEmplSlrsWgsRevAndExpnssAmt |
| 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 |
| Other Prof Fees Rev And Expnss | $23,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,054 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,747 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,070 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,256 | CashBOYAmt |
| Cash EOY | $125,079 | CashEOYAmt |
| Cash EOYFMV | $125,079 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $46,371 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $18,721 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $18,721 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $4,425,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,888,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,888,627 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,537,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,032,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,032,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,537,639 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,032,427 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,537,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,032,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,537,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,032,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,537,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $491,421 | OtherIncreasesAmt |
| Subtotal | $5,032,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,032,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #2467 | P | 2023-01-01 | 2023-12-31 | $176,862 | $187,385 | -$10,523 | -$10,523 |
| CHARLES SCHWAB #2467 | P | 2022-12-30 | 2023-12-31 | $140,918 | $123,172 | $17,746 | $17,746 |
| CHARLES SCHWAB #2082 | P | 2023-01-01 | 2023-12-31 | $417,905 | $405,015 | $12,890 | $12,890 |
| CHARLES SCHWAB #2082 | P | 2022-12-30 | 2023-12-31 | $661,498 | $609,837 | $51,661 | $51,661 |
| BELAIR SECURITIES #5698 | P | 2023-01-01 | 2023-12-31 | $352,362 | $344,105 | $8,257 | $8,257 |
| BELAIR SECURITIES #5698 | P | 2022-12-30 | 2023-12-31 | $814,541 | $747,826 | $66,715 | $66,715 |
| CHARLES SCHWAB #2082 | P | 2023-01-01 | 2023-12-31 | $104,161 | $111,167 | -$7,006 | -$7,006 |
| CAPITAL GAINS DIVIDENDS | P | $9,634 | $9,634 | $9,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $627 | OverpaymentAmt |
| Applied To ES Tax | $627 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | PROVIDENT FINANCIAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 3102820477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4084 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904114084 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE STROMPOLOS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4084 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904114084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | STROMPOLOS FAMILY FOUNDATION IS ORGANIZED AND OPERATED FOR THE SOLE PURPOSE OF MAKING CASH CONTRIBUTIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $4,657,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,773,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,773,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,605 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,702,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,102 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,102 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,309 | TotalTaxAmt |
| Distributable Before Adj | $231,793 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,793 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,793 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $235,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,793 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,914 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,914 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,586 | 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 | $226,207 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BABY2BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | TO PROVIDE CHILDREN LIVING IN POVERTY WITH BASIC ESSENTIALS. | $5,000 |
| BEACON CENTER | ||||||
| 801 JENSON AVE S | WATERTOWN | SD | 57201 | PC | TO SUPPORT VICTIMS OF DOMESTIC VIOLENCE AND SEXUAL ASSAULT. | $1,000 |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | ||||||
| 13123 E 16TH AVENUE BOX 045 | AURORA | CO | 80045 | PC | TO CONTRIBUTE TO DISCOVERING CURES TO ERADICATE CHILDHOOD DISEASES. | $10,000 |
| CHILDREN'S MUSEUM OF DENVER AT MARSICO CAMPUS | ||||||
| 2121 CHILDRENS MUSEUM DRIVE | DENVER | CO | 80211 | PC | TO CONTINUE TO SERVE AS A COMMUNITY GATHERING PLACE OFFERING HANDS-ON ENVIRONMENT WHERE CHILDREN LEARN THROUGH EXPLORATION AND PLAY. | $10,000 |
| COURT SPORTS FOR LIFE FOUNDATION | ||||||
| PO BOX 776251 | STEAMBOAT SPRINGS | CO | 80477 | PC | TO ENRICH PEOPLE LIVES THROUGH PICKLEBALL AND TENNIS. | $2,500 |
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | PC | TO POWER YOUTH AND ADULT EDUCATION PROGRAMS. | $10,000 |
| DENVER PARK TRUST | ||||||
| PO BOX 102325 | DENVER | CO | 80250 | PC | TO EXPAND EQUITABLE ACCESS TO HIGH-QUALITY PARK. | $2,500 |
| GIVE SKATE | ||||||
| 839 BENTON WAY | LOS ANGELES | CA | 90026 | PC | TO DONATE TO HELP KIDS HAVE ACCESS TO GEAR AND SPACE TO SKATE. | $5,000 |
| GOODFOUNDATION | ||||||
| 4403 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | TO PROVIDE A SOURCE OF STABILITY FOR FAMILIES AFFECTED BY COVID. | $5,000 |
| HEARING HEALTH FOUNDATION | ||||||
| 575 8TH AVE 1201 | NEW YORK | NY | 10018 | PC | TO FURTHER HEARING RESEARCH. | $5,000 |
| KCRW FOUNDATION INC | ||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | PC | TO CONTRIBUTE TO ONE-OF-A-KIND PROGRAMMING AND COMMUNITY EVENTS THAT RANGE FROM NEWS TO CULTURE. TO CONTRIBUTE TO PROGRAMMING AND COMMUNITY EVENTS RANGING FROM NEWS TO MUSIC TO CULTURE. | $25,000 |
| NO KID HUNGRY | ||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | PC | TO END CHILD HUNGER. | $5,000 |
| OLD TOWN HOT SPRINGS | ||||||
| 136 LINCOLN AVE | STEAMBOAT SPRINGS | CO | 80487 | PC | TO CONTRIBUTE TO THE LIFE, GROWTH, SUSTENANCE, AND FUTURE OF THE OLD TOWN HOT SPRINGS. | $10,000 |
| PROTECT OUR WINTERS | ||||||
| 4676 BROADWAY | BOULDER | CO | 80304 | PC | TO HELP PEOPLE PROTEST THE LAND THEY LOVE BY PROMOTING NON-PARTISAN POLICIES DESIGNED TO PROTECT OUR WORLD. | $5,000 |
| SURFRIDER FOUNDATION | ||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | PC | TO PROTECT THE WORLD'S OCEANS, WAVES AND BEACHES, FOR ALL PEOPLE. TO PROTECT FOR CLEAN WATER AND HEALTHY BEACHES AND COSTAS IN CALIFORNIA AND ALL OVER THE U.S. | $5,000 |
| THE CHILL FOUNDATION | ||||||
| 476 WESTWOOD DR | DENVER | CO | 80206 | PC | TO PROVIDE YOUTH WITH A FOUNDATION AND FRAMEWORK FOR LEARNING AND GROWTH. | $2,500 |
| THE CLEAR FUND DBA GIVEWELL | ||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | PC | TO CONTRIBUTE TO THE PUBLIC BENEFIT ORGANIZATION IN THE NETHERLANDS. | $5,000 |
| THE NEST SCHOOL | ||||||
| 103 N ANITA AVE | LOS ANGELES | CA | 90049 | PC | PROVIDING A QUALITY, INDIVIDUALIZED MONTESSORI PROGRAM FOR CHILDREN. | $2,000 |
| WILLSTRONG CANCER FOUNDATION | ||||||
| PO BOX 630828 | HIGHLANDS RANCH | CO | 80163 | PC | TO CONTRIBUTE TO RESEARCHING FOR HIGH-RISK PEDIATRIC LEUKEMIA AND PROVIDE PSYCHO-SOCIAL SUPPORT. | $1,000 |
| WATERTOWN LAKER HOCKEY | ||||||
| 1913 11TH AVE SW | WATERTOWN | SD | 57201 | PC | TO SUPPORT LOCAL KIDS SPORTS ORGANIZATIONS. | $1,000 |
| DENVER MONTESSORI | ||||||
| 1460 S HOLLY ST | DENVER | CO | 80222 | PC | TO SUPPORT LOCAL ORGANIZATIONS. | $10,500 |
| DENVER CENTER FOR THE PERFORMING ARTS | ||||||
| 1101 13TH ST | DENVER | CO | 80204 | PC | TO SUPPORT LOCAL ORGANIZATIONS. | $10,000 |
| DENVER ART MUSEUM | ||||||
| 100 W 14THE AVE PKWY | DENVER | CO | 80204 | PC | TO CONTINUE TO SERVE AS A COMMUNITY GATHERING PLACE OFFERING HANDS-ON ENVIRONMENT WHERE CHILDREN LEARN THROUGH EXPLORATION AND PLAY. | $10,000 |
| FOOD BANK OF THE ROCKIES | ||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | PC | TO END CHILD HUNGER. | $10,000 |
| DENVER ZOOLOGICAL FOUNDATION | ||||||
| 2300 STEELE ST | DENVER | CO | 80205 | PC | TO ENHANCE, EXPAND, PRESERVE, AND PROMOTE RECREATION AND PARKS AND OPEN SPACES FOR THE PEOPLE OF LOS ANGELES. | $5,000 |
| CHERRY HILLS VILLAGE POLICE FDN | ||||||
| 3236 CHERRYRIDGE RD | CHERRY HILL VILLAGE | CO | 80113 | PC | TO PROVIDE ESSENTIAL EQUIPMENT, STATE OF THE ART TECHNOLOGY, SPECIALIZED TRAINING, EDUCATIONAL OPPORTUNITIES. | $5,000 |
| DENVER BOTANIC GARDENS | ||||||
| 1007 YORK ST | DENVER | CO | 80206 | PC | TO EXPAND EQUITABLE ACCESS TO HIGH-QUALITY PARK. | $5,000 |
| DENVER FOUNDATION | ||||||
| 1009 GRANT ST | DENVER | CO | 80203 | PC | TO POWER YOUTH AND ADULT EDUCATION PROGRAMS. | $30,000 |
| MCA DENVER | ||||||
| 1485 DELGANY ST | DENVER | CO | 80202 | PC | TO CONTINUE TO SERVE AS A COMMUNITY GATHERING PLACE OFFERING HANDS-ON ENVIRONMENT WHERE CHILDREN LEARN THROUGH EXPLORATION AND PLAY. | $2,500 |
| HIGH LINE CANAL CONSERVANCY | ||||||
| 4010 E ORCHARD RD | CENTENNIAL | CO | 80121 | PC | TO PROVIDE LEADERSHIP AND HARNESS THE REGION'S COMMITMENT TO PROTECTING THE FFUTURE OF THE HIGH LINE CANAL. | $2,500 |
| DENVER MOUNTAIN PARK FOUNDATION | ||||||
| 8275 EAST 11TH AVE UNIT 201652 | DENVER | CO | 80220 | PC | TO HELP REVITALIZE DENVER'S UNIQUE MOUNTAIN PARK RESOURCES AND CONTINUE TO PROVIDE THEM AS PLACES OF REFRESHMENT. | $2,500 |
| SOUTH METRO PROFESSIONAL FIREFIGHTERS | ||||||
| PO BOX 12591 | DENVER | CO | 80212 | PC | TO PROVIDE COLORADO FIRST RESPONDERS AND THEIR FAMILIES WITH ASSISTANCES IN TIMES OF SERIOUS ILLNESS, INJURY, OR LOSS OF LIFE. | $5,000 |
| YVCF GRANT PROGRAM | ||||||
| 316 E YAKIMA AVE | YAKIMA | WA | 98901 | PC | TO ENHANCE EQUITY IN EDUCATION, HEALTH,, AND CIVIC ENGAGEMENT. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,500 | 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 | $362 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,374 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $262,871 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,871 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BELAIR SECURITIES #5698 | $1,589,352 | $1,589,352 |
| CHARLES SCHWAB #2467 | $1,688,234 | $1,688,234 |
| CHARLES SCHWAB #2082 | $1,611,041 | $1,611,041 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANKING FEES | Desc |
| Revenue And Expenses Per Books | $160 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $686 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $491,421 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $23,238 | Amt |
| Net Investment Income | $23,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE TAXES | $75 | $0 | $0 | $0 |
| FEDERAL TAXES | $1,141 | $1,141 | $0 | $0 |
| FOREIGN TAXES | $606 | $606 | $0 | $0 |