FRANCIS D & IRENE D GRIFFIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRANCIS D & IRENE D GRIFFIN FOUNDATION (EIN 36-4504843)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-03-15
- IRS object ID
- 202310749349101101
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-15T20:29:40-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMONDS & EDMONDS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 30th St | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364504843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCIS D & IRENE D GRIFFIN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LOIS DUNNE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LOIS DUNNE | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CHARM ACRE PLACE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS DUNNE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3104592025 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOIS | PersonFirstNm |
| Person Last | DUNNE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S SBICCA | PreparerPersonNm |
| PTIN | P01427778 | PTIN |
| Phone | 9492209404 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,186,264 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,413 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,413 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,641 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,081 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,494 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,413 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,900 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $10,828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,828 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,828 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,728 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,728 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,685 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,659 | CashBOYAmt |
| Cash EOY | $10,443 | CashEOYAmt |
| Cash EOYFMV | $10,443 | CashEOYFMVAmt |
| Corporate Stock BOY | $269,771 | CorporateStockBOYAmt |
| Corporate Stock EOY | $306,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $526,082 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $687,720 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $638,797 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $649,739 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $961,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $955,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,186,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $961,150 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $955,916 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $961,150 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $955,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $955,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $961,150 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,234 | ExcessRevenueOverExpensesAmt |
| Subtotal | $955,916 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $955,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|---|
| 12.510 SHS AMERICAN HIGH INCOME | P | 2021-06-30 | 2021-12-07 | $131 | $132 | -$1 | |
| 787.997 SHS AMERICAN GLOBAL INSIGHT | P | 2019-12-17 | 2021-12-07 | $17,107 | $13,191 | $3,916 | $3,916 |
| 225.199 SHS THE INVESTMENT COMPANY | P | 2019-12-19 | 2021-12-07 | $12,059 | $8,805 | $3,254 | $3,254 |
| 51.059 SHS NEW PERSPECTIVE FUND | P | 2019-12-23 | 2021-12-07 | $3,613 | $2,401 | $1,212 | $1,212 |
| 3.668 SHS NEW WORLD FUND CLASS | 2019-12-23 | 2021-12-07 | $336 | $258 | $78 | $78 | |
| 385.556 SHS AMERICAN GLOBAL INSIGHT | P | 2018-12-28 | 2021-12-07 | $8,370 | $5,147 | $3,223 | $3,223 |
| 380.433 SHS THE INVESTMENT COMPANY | P | 2017-03-03 | 2021-12-07 | $20,372 | $14,609 | $5,763 | $5,763 |
| 113.197 SHS NEW PERSPECTIVE FUND | P | 2017-03-03 | 2021-12-07 | $8,010 | $4,310 | $3,700 | $3,700 |
| 177.286 SHS AMERICAN HIGH INCOME | P | $1,818 | $1,866 | -$48 | -$30 | ||
| 226.718 SHS AMERICAN GLOBAL INSIGHT | P | $4,759 | $4,838 | -$79 | -$79 | ||
| 67.442 SHS THE INVESTMENT COMPANY | P | 2022-01-31 | $3,324 | $3,455 | -$131 | -$131 | |
| 148.355 SHS AMERICAN GLOBAL INSIGHT | P | 2020-12-15 | 2022-01-31 | $3,098 | $2,813 | $285 | $285 |
| 6.397 SHS AMERICAN HIGH-INCOME | P | 2022-01-31 | 2022-02-28 | $65 | $68 | -$3 | -$3 |
| 7.575 SHS THE INVESTMENT COMPANY | P | 2021-12-16 | 2022-02-28 | $364 | $386 | -$22 | |
| 66.731 SHS AMERICAN GLOBAL INSIGHT | 2020-12-15 | 2022-02-28 | $1,357 | $1,265 | $92 | $92 | |
| 158.129 SHS AMERICAN GLOBAL INSIGHT | 2018-12-28 | 2022-02-28 | $3,215 | $2,111 | $1,104 | $1,104 | |
| 57.051 SHS THE INVESTMENT COMPANY | P | 2021-12-16 | 2022-04-20 | $2,765 | $2,905 | -$140 | -$140 |
| 60.6540 SHS AMERICAN FUNDS INFLATED | P | 2021-12-21 | 2022-07-20 | $615 | $659 | -$44 | -$44 |
| 161.0810 SHS AMERICAN HIGH INCOME | $1,490 | $1,623 | -$133 | -$52 | |||
| 47.57 SHS AMERICAN HIGH INCOME | 2014-10-21 | 2022-07-20 | $440 | $528 | -$88 | -$88 | |
| 100.2130 SHS AMERICAN HIGH INCOME | P | $891 | $1,008 | -$117 | -$10 | ||
| 175.7670 SHS AMERICAN HIGH INCOME | P | 2014-10-21 | 2022-10-19 | $1,563 | $1,949 | -$386 | -$386 |
| 159.3660 SHS AMERICAN INFLATION | P | 2021-12-21 | 2022-11-07 | $1,517 | $1,731 | -$214 | -$214 |
| 76.0900 SHS AMERICAN HIGH INCOME | P | $682 | $789 | -$107 | -$107 | ||
| 438.5984 SHS AMERICAN BOND FUND | P | $4,829 | $5,300 | -$471 | -$399 | ||
| 206.9010 SHS AMERICAN INVESTMENT | P | $8,545 | $10,276 | -$1,731 | -$1,731 | ||
| 41.080 SHS AMERICAN NEW WORLD | P | 2021-12-17 | 2022-11-07 | $2,656 | $3,450 | -$794 | -$794 |
| 293.9540 SHS AMERICAN INFLATION | P | $2,798 | $3,133 | -$335 | -$335 | ||
| 527.3790 SHS AMERICAN HIGH INCOME | 2014-10-21 | 2022-11-07 | $4,725 | $5,849 | -$1,124 | -$1,124 | |
| 245.6838 SHS AMERICAN BOND FUND | P | 2012-09-07 | 2022-11-07 | $2,705 | $3,230 | -$525 | -$525 |
| 118.0198 SHS AMERICAN BOND FUND | P | $1,299 | $1,568 | -$269 | -$269 | ||
| 2178.6460 SHS AMERICAN GLOBAL INSIGHT | P | $38,671 | $22,346 | $16,325 | $16,325 | ||
| 115.605 SHS AMERICAN INVESTMENT | P | $4,774 | $5,542 | -$768 | -$768 | ||
| 164.5930 SHS AMERICAN INVESTMENT | P | 2017-03-03 | 2022-11-07 | $6,798 | $6,320 | $478 | $478 |
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $942 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $942 | SubtotalAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $857 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $857 | TotalPaymentsAndCreditsAmt |
| Tax Due | $85 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS DUNNE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104592025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 CHARM ACRE PLACE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ALLEN DUNNE TRUSTEE | ||||||||
| 1101 CHARM ACRE PLACE | PACIFIC PALISADES | CA | 90272 | VICE PRES | 0 | $0 | $0 | $0 |
| LOIS DUNNE TRUSTEE | ||||||||
| 1101 CHARM ACRE PLACE | PACIFIC PALISADES | CA | 90272 | SECRETARY | 0 | $10,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,272,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,276,929 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,276,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,154 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,257,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $942 | TotalTaxAmt |
| Distributable Before Adj | $61,947 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $61,947 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $507 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,133 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $61,947 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,053 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,693 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $507 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,133 | ExcessFromYear4Amt |
| Excess From Current Year | $1,053 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE EVERYCHILD FOUNDATION | |||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PC | CHARITABLE | $6,000 |
| ST RAPHAEL SCHOOL | |||||||
| 924 W 70TH ST | LOS ANGELES | CA | 90044 | NONE | PC | CHARITABLE | $5,000 |
| CORPUS CHRISTI CHURCH | |||||||
| 880 TOYOPA DRIVE | PACIFIC PALISADES | CA | 90272 | NONE | PC | CHARITABLE | $8,000 |
| KUSC | |||||||
| 1149 S HILL ST 150 | LOS ANGELES | CA | 90015 | NONE | PC | CHARITABLE | $1,500 |
| SANTA MONICA COLLEGE FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONNICA | CA | 90405 | NONE | PC | CHARITABLE | $2,500 |
| SISTERS OF ST LOUIS | |||||||
| 22300 MULHOLLAND DR | WOODLAND HILLS | CA | 91364 | NONE | PC | CHARITABLE | $5,000 |
| CATHEDRAL SCHOOL FOR BOYS | |||||||
| 1275 SACRAMENTO ST | SAN FRANCISCO | CA | 94108 | NONE | PC | CHARITABLE | $5,000 |
| KCET | |||||||
| 3080 BRISTOL ST SUITE 100 | COSTA MESA | CA | 92626 | NONE | PC | CHARITABLE | $5,000 |
| LIBRARY FOUNDATION OF LA | |||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | NONE | PC | CHARITABLE | $1,500 |
| SAINT JOHNS HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $2,500 |
| PACIFIC PALISADES LIBRARY | |||||||
| 861 ALMA REAL DR | PACIFIC PALISADES | CA | 90272 | NONE | PC | CHARITABLE | $2,500 |
| LACMA | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | CHARITABLE | $2,500 |
| THE J PAUL GETTY TRUST | |||||||
| 1200 GETTY CENTER DRIVE | LOS ANGELES | CA | 90049 | NONE | PC | CHARITABLE | $2,000 |
| ICA CRISTO REY ACADEMY | |||||||
| 3625 24TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | CHARITABLE | $2,500 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $1,500 |
| PACIFIC RSIDENT THEATRE | |||||||
| 703 VENICE BLVD | VENICE | CA | 90291 | NONE | PC | CHARITABLE | $5,000 |
| GRACE CATHEDRAL | |||||||
| 1100 CALIFORNIA ST | SAN FRANCISCO | CA | 94108 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,494 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDMONDS & EDMONDS LLP | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $4,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,900 | AdjustedNetIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL CORE BOND FUND | $0 | $0 |
| AMERICAN HIGH INCOME TRUST | $65,233 | $56,031 |
| AMERICAN FUNDS INFLATION LINKD | $55,713 | $56,361 |
| INVESTMENT CO OF AMERICA | $183,314 | $213,658 |
| NEW PERSPECTIVE FUND CL2 | $75,034 | $95,974 |
| AMERICAN BOND FUND OF AMERICA | $259,503 | $227,715 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN GLOBAL INSIGHT FUND | $228,788 | $443,252 |
| NEW WORLD FUND | $77,888 | $82,830 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GUARDIAN FEES | $10,763 | $10,763 | $10,763 |
| WF SERVICE CHARGE | $65 | $65 | $65 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| US TREASURY (2016 BAL DUE) |
| US TREASURY (2017 ES) |