BOUDJAKDJI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BOUDJAKDJI FOUNDATION (EIN 95-4664672)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-09
- IRS object ID
- 202310409349100521
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-09T16:19:54-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953416914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVEN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954664672 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOUDJAKDJI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOUD | BusinessNameControlTxt |
| Phone | 3108287547 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANISSA B BALSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108287547 | PhoneNum |
| Signature | 2023-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANISSA | PersonFirstNm |
| Person Last | BALSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,364,672 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,571 | 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 | $14,913 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,457 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,456 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,278 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,278 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,474 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,456 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,987 | CashBOYAmt |
| Cash EOY | $4,012 | CashEOYAmt |
| Cash EOYFMV | $4,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,132 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $181,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $610,984 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $880,007 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $797,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,736,290 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,072,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $996,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,364,672 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50 | 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 | $1,072,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $996,362 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,072,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $996,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,072,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $996,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,072,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $996,362 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $996,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600SHS ISHARES MSCI EAFE | P | 2002-02-04 | 2022-09-21 | $35,651 | $22,267 | $13,384 | $13,384 |
| 130SHS SPDR S&P DIVIDEND ETF | P | 2011-04-08 | 2021-12-21 | $16,279 | $7,066 | $9,213 | $9,213 |
| 650SHS VANGUARD SMALL CAP VALUE | P | 2013-03-21 | 2022-09-21 | $102,035 | $52,850 | $49,185 | $49,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,012 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,012 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,012 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | 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 | $840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $172 | 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 | GIVEN COMPANY | IndividualWithBooksNm |
| Phone | 3108287547 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANISSA BALSON | ||||||||
| 3029 WILSHIRE BLVD 200 | SANTA MONICA | CA | 90403 | CO-PRESIDENT | 0.20 | $0 | $0 | $0 |
| CHERIF BOUDJAKDJI | ||||||||
| 3029 WILSHIRE BLVD 200 | SANTA MONICA | CA | 90403 | CO-PRESIDENT | 0.10 | $0 | $0 | $0 |
| SAMIA STAEHLE | ||||||||
| 3029 WILSHIRE BLVD 200 | SANTA MONICA | CA | 90403 | CO-PRESIDENT | 0.10 | $0 | $0 | $0 |
| GEOFFREY C GIVEN | ||||||||
| 3029 WILSHIRE BLVD 200 | SANTA MONICA | CA | 90403 | SECRETARY/TREASURER | 0.10 | $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 | $2,937,908 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,957,079 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,957,079 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,912,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,012 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,012 | TotalTaxAmt |
| Distributable Before Adj | $144,624 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,624 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,624 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,456 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,456 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,925 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,456 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,832 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,757 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,925 | ExcessFromYear2Amt |
| Excess From Current Year | $2,832 | ExcessFromCurrentYearAmt |
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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALL HANDS AND HEARTS | ||||||
| 6 COUNTY ROAD STE 6 | MATTAPOISETT | MA | 02739 | PUBLIC | NATURAL DISASTER RELIEF | $8,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLIC | MEDICAL | $2,200 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37243 | WASHINGTON | DC | 20013 | PUBLIC | MEDICAL | $3,300 |
| ARTHRITIS FOUNDATION | ||||||
| 4311 WILSHIRE BLVD STE 530 | LOS ANGELES | CA | 900103775 | PUBLIC | RESEARCH | $6,100 |
| CALIFORNIA ONCOLOGY RESEARCH INSTITUTE | ||||||
| 1158 26TH STREET 106 | SANTA MONICA | CA | 90403 | PUBLIC | RESEARCH | $4,400 |
| CASCADES-SISKIYOU NATIONAL MONUMENT | ||||||
| 3040 BIDDLE ROAD | MEDFORD | OR | 97504 | PUBLIC | EDUCATIONALENVIRONMENTAL | $1,100 |
| CEDARS-SINAI MEDICAL CENTER | ||||||
| 8700 BEVERLY BLVD STE 2416 | LOS ANGELES | CA | 90048 | PUBLIC | MEDICAL | $3,400 |
| CHILDRENS HOSPITAL - LA | ||||||
| 4650 SUNSET BLVD MAIL STOP 29 | LOS ANGELES | CA | 90027 | PUBLIC | RESEARCH | $5,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVE FL 2 | NEW YORK | NY | 100015004 | PUBLIC | SOCIAL SERVICE | $6,100 |
| HABITAT FOR HUMANITY INC | ||||||
| 121 HABITAT ST | AMERICUS | GA | 317093498 | PUBLIC | COMMUNITY SERVICE | $11,600 |
| LIBRARY FOUNDATION | ||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | PUBLIC | EDUCATIONAL | $17,700 |
| LOS ANGELES COUNTY ART MUSEUM | ||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PUBLIC | ART | $5,500 |
| MARYMOUNT HIGH SCHOOL | ||||||
| 10643 SUNSET BLVD | LOS ANGELES | CA | 90077 | PUBLIC | EDUCATIONAL | $3,300 |
| NATURAL HISTORY MUSEUM | ||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | PUBLIC | MUSEUM PROGRAMS | $16,500 |
| NATUREBRIDGE | ||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | PUBLIC | EDUCATIONAL | $2,300 |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | PUBLIC | RESEARCH | $6,700 |
| SHASTA CASCADE HEALTH CENTERS | ||||||
| PO BOX 1143 | MCCLOUD | CA | 96057 | PUBLIC | MEDICAL | $4,400 |
| ST JOHN'S HEALTH CENTER | ||||||
| 1328 TWENTY SECOND ST | SANTA MONICA | CA | 904042091 | PUBLIC | MEDICAL | $27,500 |
| UNICEF | ||||||
| 333 EAST 38TH ST | NEW YORK | NY | 10016 | PUBLIC | COMMUNITY SERVICE | $4,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | 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 | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,571 | 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 | $14,913 | Amt |
| Net Investment Income | $7,457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,456 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE SERVICES PROVIDED TO THE FOUNDATION | IdentifierTxt |
| Form And Line Reference | FORM 990PF PART VIII PAGE 6, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990PF PART VII-B, PAGE 5, LINE 1A(3) REPORTABLE SERVICES PROVIDED TO THE FOUNDATIONTHE FOUNDATION PAID BALSON CAPITAL MANAGEMENT, A REGISTERED INVESTMENT ADVISOR, THE SUM OF $28,278 FOR INVESTMENT SERVICES. THESE SERVICES INCLUDED MANAGEMENT OF FOUNDATION FUNDS. PAUL BALSON, THE PRINCIPAL OF BALSON CAPITAL MANAGEMENT, IS THE SPOUSE OF A FOUNDATION DIRECTOR.NO COMPENSATION WAS PAID BY THE FOUNDATION TO ITS OFFICERS OR DIRECTORS.THE FOUNDATION ENGAGES GIVEN & COMPANY, INC. FOR VARIOUS MANAGEMENT SERVICES PROFORMED BY ITS EMPLOYEES. THESE SERVICES INCLUDED TAX PREPARATION, BOOKKEEPING, FINANCIAL SERVICES AND GENERAL FOUNDATION MANAGEMENT. GEOFFREY GIVEN, AN OFFICER AND DIRECTOR OF THE FOUNDATION, IS AN EMPLOYEE OF GIVEN & COMPANY AND AS AN EMPLOYEE RECEIVED COMPENSATION FOR HIS SERVICES ON FOUNDATION MATTERS. THE SUM OF $14,913 WAS PAID TO GIVEN & COMPANY, INC DURING THIS FISCAL YEAR. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL B | $82,745 | $267,020 |
| DISNEY WALT CO | $40,236 | $137,808 |
| PEPSICO INC | $31,689 | $114,944 |
| APPLE INC | $26,519 | $91,212 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES COHEN & STEERS | AT COST | $30,331 | $80,383 |
| ISHARES RUSSELL 1000 | AT COST | $66,457 | $118,398 |
| ISHARES TR RUSSELL 2000 INDEX FD | AT COST | $36,019 | $132,462 |
| ISHARES US HEALTHCARE | AT COST | $51,422 | $88,550 |
| INVESCO DIVID ACHIEVERS | AT COST | $18,214 | $64,680 |
| INVESCO FTSE RAFI US | AT COST | $27,717 | $55,508 |
| INVESCO S & P 500 LOW | AT COST | $28,355 | $52,047 |
| INVESCO QQQ TR SER 1 | AT COST | $53,003 | $233,051 |
| SPDR DOW JONES INDUST AV | AT COST | $57,304 | $160,888 |
| SPDR SP DIVID ETF | AT COST | $66,543 | $115,960 |
| SPDR S&P 500 ETF TRUST | AT COST | $83,762 | $180,733 |
| VANGUARD DIVIDEND | AT COST | $54,712 | $116,238 |
| VANGUARD MID-CAP ETF | AT COST | $54,833 | $112,788 |
| ISHARES CORE S&P MID-CAP | AT COST | $56,095 | $65,778 |
| VANGUARD GROWTH ETF | AT COST | $87,968 | $128,370 |
| VANGUARD MEGA CAP EFT | AT COST | $25,090 | $30,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $99 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE - TRUSTEE | Desc |
| BOY Book Value | $50 | BOYBookValueAmt |
| EOY Book Value | $50 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $28,278 | Amt |
| Net Investment Income | $28,278 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNITED STATES TREASURY | $1,139 | $0 | $0 |
| REGISTRY OF CHARITY | $25 | $0 | $0 |
| CA SECRETARY OF STATE | $20 | $0 | $0 |