ROBERT R SPRAGUE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT R SPRAGUE FOUNDATION (EIN 95-7052355)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2024-09-30
- IRS object ID
- 202402749349100530
- Schema version
- 2023v5.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-30T16:36:57-07:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201816369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSADA ADELMAN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14011 Ventura Blvd Suite 221 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 957052355 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT R SPRAGUE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9492162200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4695 MACARTHUR COURT SUITE 1500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL SPRAGUE | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-09-30 | 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 | Deborah A Posada CPA CFP | PreparerPersonNm |
| PTIN | P00116463 | PTIN |
| Phone | 8189869720 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,790,148 | 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 | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $416,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $416,971 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $476,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,004,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $476,801 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,453 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,453 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $896,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $896,299 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $149,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,926 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,925 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,769 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,988 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,788 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $864,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $864,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,042,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $939,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $805,816 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,421 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,475,119 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,176,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,675,989 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $922,257 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $922,257 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $856,280 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $909,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $891,363 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $968,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,425,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,279,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,790,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,797,228 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,797,228 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,628,043 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,482,013 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,425,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,279,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,425,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,279,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,425,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,030 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,279,241 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,279,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| FROM K-1 WHITTIER INT'L FUND A | P | 2024-01-01 | 2024-05-31 | $2,863 | -$2,863 | -$2,863 | |
| FROM K-1 WHITTIER INT'L FUND A | P | 2021-05-01 | 2024-05-31 | $25,513 | -$25,513 | -$25,513 | |
| WHITTIER TRUST- #828431- CAP GAIN DIST | P | 2021-01-01 | 2024-05-31 | $66 | $66 | $66 | |
| WHITTIER TRUST- #828431 | P | 2024-01-01 | 2024-05-31 | $52,956 | -$46,756 | -$46,756 | $6,200 |
| WHITTIER TRUST- #828431 | P | 2021-01-01 | 2024-05-31 | $1,445,932 | $551,867 | $551,867 | $1,997,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $476,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,201 | SubtotalAmt |
| Tax Based On Investment Income | $11,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,063 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,063 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,862 | OverpaymentAmt |
| Applied To ES Tax | $2,862 | AppliedToESTaxAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL SPRAGUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9492162200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4695 MACARTHUR COURT 1500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL SPRAGUE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 16TH STREET | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4695 MACARTHUR COURT SUITE 1500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment management | ServiceTypeTxt |
| Compensation | $149,852 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,448,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,767,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $22,767,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $341,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,425,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,121,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,121,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,201 | TotalTaxAmt |
| Distributable Before Adj | $1,110,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,110,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,110,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $939,125 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $939,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,110,092 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $844,819 | UndistributedIncomePYAmt |
| Qualifying Distributions | $939,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $844,819 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,306 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,015,786 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOEL SPRAGUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4695 MACARTHUR COURT SUITE 1500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9492162200 | RecipientPhoneNum |
| Recipient Email Address | JOELSPRAGUE@GMAIL.COM | RecipientEmailAddressTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $105,000 |
| CALIFORNIA POLYTECHNIC STATE UNIVER | |||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $100,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $50,000 |
| HERMOSA BEACH EDUCATION FOUNDATION | |||||||
| PO BOX 864 | HERMOSA BEACH | CA | 90254 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $20,000 |
| HOUSING WORKS | |||||||
| 1277 N WILCOX AVE | LOS ANGELES | CA | 90038 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $75,000 |
| KING HARBOR YOUTH FOUNDATION | |||||||
| 280 YACHT CLUB WAY | REDONDO BEACH | CA | 90277 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $20,000 |
| MAKE-A-WISH GREATER LOS ANGELES | |||||||
| 11390 OLYMPIC BLVD 300 | LOS ANGELES | CA | 90064 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $25,000 |
| MANHATTAN BEACH EDUCATION FOUNDATIO | |||||||
| 325 S PECK AVE | MANHATTAN BEACH | CA | 90267 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $30,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90056 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $14,000 |
| SURFRIDER FOUNDATION | |||||||
| 942 CALLE NEGOCIO SUITE 350 | SAN CLEMENTE | CA | 92673 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $20,000 |
| THE GUIBOARD CENTER | |||||||
| 540 S COMMONWEALTH | LOS ANGELES | CA | 90020 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $100,000 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 4929 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90010 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $10,000 |
| THE MEMORIAL MEDICAL CENTER FOUNDAT | |||||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $50,000 |
| MAKE-A-WISH FOUNDATION ORANGE COUNT | |||||||
| 3230 EL CAMINO REAL STE 100 | IRVINE | CA | 92602 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $160,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $75,000 |
| DISCOVERY SCIENCE CENTER OF LOS ANG | |||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | PC | QUALIFIED CHARITABLE PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $864,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416,971 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $476,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $896,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $896,299 | TotalIncomeProducingActyAmt |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fee | $200 | $200 | |
| WHITTIER INT'L FND A K-1 ADMIN | $9,788 | $9,788 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $2,453 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,453 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $149,724 | $74,862 | $0 | $74,862 |
| MANAGEMENT FEES WT #828431 | $127 | $64 | $0 | $63 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $12,721 | |
| FOREIGN TAXES - WHITTIER INT'L K1 | $3,021 | $3,021 |
| FOREIGN TAXES - WHITTIER TRUST | $2,729 | $2,729 |
| STATE TAXES-WHITTIER INT'L K-1 | $19 | $19 |