H LESLIE HOFFMAN AND ELAINE S HOFFMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- H LESLIE HOFFMAN AND ELAINE S HOFFMAN FOUNDATION (EIN 95-6048600)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104256
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:55:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954345526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 S MAYFLOWER AVE SUITE 200 | AddressLine1Txt |
| City | MONROVIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91016 | 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 | 956048600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H LESLIE & ELAINE S HOFFMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HLES | BusinessNameControlTxt |
| Phone | 6262435100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH LAKE AVENUE 830 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J KRISTOFFER POPOVICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6262435100 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH CULLEN | PreparerPersonNm |
| PTIN | P00131656 | PTIN |
| Phone | 6262435100 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,259,619 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $104 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $817,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $817,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,590,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,990,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,590,161 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,282 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,116 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,420,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,470,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,993 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,899 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,094 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,826 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,339 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,487 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,675 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,675 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $247,923 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $229,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,387 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $112,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,694 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $81,111 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $28,389 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $52,722 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,041 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,239 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $688,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $338,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $277,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | -$209,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,242,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $338,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,519,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,941,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,132,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,051 | CashBOYAmt |
| Cash EOY | $35,943 | CashEOYAmt |
| Cash EOYFMV | $35,943 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,309,520 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,084 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $57,540 | AcctRcvblAmt |
| Acct Rcvbl BOY | $62,085 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $57,540 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $57,540 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $143,491 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $143,491 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,313,062 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,907,884 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,718,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,718,222 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,255,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,289,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,024,304 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,024,304 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $13,035 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,035 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,035 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,451,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,259,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,259,619 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,663 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,429 | AccountsPayableEOYAmt |
| Grants Payable EOY | $3,672,053 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $259,270 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,952,752 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,446,358 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,306,867 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,446,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,306,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,451,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,259,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,446,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,941,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,388,314 | SubtotalAmt |
| Other Decreases | $81,447 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,306,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GROUP | P | 2023-01-01 | 2023-12-31 | $130,427 | -$130,427 | -$130,427 | |
| CAPITAL GROUP | P | 2022-01-01 | 2023-12-31 | $4,976,486 | $4,976,486 | $4,976,486 | |
| WHITTIER TRUST | P | 2023-01-01 | 2023-12-31 | $269,545 | -$269,545 | -$269,545 | |
| WHITTIER TRUST | P | 2023-01-01 | 2023-12-31 | $13,647 | $13,647 | $13,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,590,161 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $71,342 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $71,342 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $71,342 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,964 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,964 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $59,378 | 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 | WHITTIER TRUST COMPANY | IndividualWithBooksNm |
| Phone | 6264415511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| J KRISTOFFER POPOVICH | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | TRUSTEE | 15.00 | $29,374 | $0 | $0 |
| JENNIFER ALLEN | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | TRUSTEE | 15.00 | $30,270 | $0 | $0 |
| KIMBERELY SHEPHERD | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | TRUSTEE | 15.00 | $30,270 | $0 | $0 |
| PATRICIA FINK | ||||||||
| 225 S LAKE AVE STE 830 | PASADENA | CA | 91101 | TRUSTEE | 15.00 | $29,079 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | 177 E COLORADO BLVD SUITE 800 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPY / INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $104,739 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $27,726,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,055,309 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,946,141 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,728,082 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,728,082 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $520,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,207,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,710,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,710,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,342 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,342 | TotalTaxAmt |
| Distributable Before Adj | $1,639,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,639,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,639,016 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,519,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,519,148 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,639,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,006,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,519,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,006,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,512,594 | 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 | $126,422 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AZUSA PACIFIC UNIVERSITY | |||||||
| 901 E ALOSTA AVENUE | AZUSA | CA | 91702 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| CANCER SUPPORT COMMUNITY PASADENA | |||||||
| 76 EAST DEL MAR BLVD SUITE 215 | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400,000 |
| DEVIL PUPS INC | |||||||
| 1895 AVENIDA DEL ORO 4060 | OCEANSIDE | CA | 92052 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HIGHER GROUND | |||||||
| 120 2ND AVE UNITE 206 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| HOLY FAMILY CHURCH | |||||||
| 1501 FREMONT AVE | SOUTH PASADENA | CA | 91030 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| HUNTINGTON LIBRARY AND GARDENS | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BLVD | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200,000 |
| KIDSPACE A PARTICIPATORY MUSEUM | |||||||
| 480 NORTH ARROYO BLVD | PASADENA | CA | 91103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $115,000 |
| LAS MADRINAS | |||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 900846778 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 |
| MAYFIELD JUNIOR SCHOOL | |||||||
| 405 SOUTH EUCLID AVENUE | PASADENA | CA | 91101 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $510,000 |
| NY POLICE & FIRE WIDOWS & CHILDREN'S BENEFIT FUND INC | |||||||
| 6 KIM PLACE | KINGS PARK | NY | 11754 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| OAKLAND STROKES | |||||||
| 4675 TIDEWATER AVE | OAKLAND | CA | 94601 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| PARTNERSHIP FOR SUCCESS | |||||||
| 324 MADELINE DR | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PASADENA SOUTHWEST LITTLE LEAGUE | |||||||
| PO BOX 50164 | PASADENA | CA | 91115 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 765 SOUTH PASADENA AVENUE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 200 FOOTHILL BLVD | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| STRATEGIC AIR AND SPACE MUSEUM | |||||||
| 28210 W PARK HWY | ASHLAND | NE | 68003 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900334697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $869,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,242,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $400,000 |
| HUNTINGTON MEMORIAL HOSPITAL | |||||||
| 100 WEST CALIFORNIA BLVD | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $600,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 200 FOOTHILL BLVD | LA CANADA FLINTRIDGE | CA | 91011 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | LOS ANGELES | CA | 900334697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,667,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,672,053 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $817,423 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,590,161 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,420,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,420,970 | 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 | $47,700 | Amt |
| Net Investment Income | $23,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $23,718,222 | EOYBookValueAmt |
| EOYFMV | $23,718,222 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN MUTUAL FUND | FMV | $8,824,560 | $8,824,560 |
| EXCELSIOR | FMV | $1,491,705 | $1,491,705 |
| EXP 1501 STATE | FMV | $1,708,039 | $1,708,039 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,675 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,675 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE DEPOSIT | Desc |
| BOY Book Value | $13,035 | BOYBookValueAmt |
| EOY Book Value | $13,035 | EOYBookValueAmt |
| EOYFMV | $13,035 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES | $77,876 |
| PRIOR PERIOD ADJUSTMENTS | $3,571 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $18,305 | $0 | $18,305 |
| SEMINAR | $14,000 | $0 | $14,000 |
| WORKERS COMP INSURANCE | $2,975 | $1,041 | $1,934 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $13,282 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,282 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX PAYABLE | $0 | $94,873 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $64,961 |
| LEASE LIABILITY | $0 | $171,972 |
| DISCOUNT CONTRIBUTION PAYABLE | $0 | -$72,536 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $247,923 | Amt |
| Net Investment Income | $229,536 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,387 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE | $73,320 | $0 | $0 |
| PAYROLL TAXES | $16,453 | $5,759 | $10,694 |
| FOREIGN TAXES PAID | $22,469 | $22,469 | $0 |