BANDAI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BANDAI FOUNDATION (EIN 33-0655933)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349102546
- Schema version
- 2024v5.1
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:43:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680300457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS 2200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900675046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330655933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANDAI NAMCO FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | FKA THE BANDAI FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAND | BusinessNameControlTxt |
| Phone | 9495538800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 ODYSSEY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMIKO KATO | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9495538800 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BLAKEMAN | PreparerPersonNm |
| PTIN | P01053938 | PTIN |
| Phone | 3102773373 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,047,372 | 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 | $80,603 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80,603 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $97,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,634,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,632 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $382,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,489 | 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 | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $134 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $286,144 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $286,144 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $332,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $292,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,970 | CashBOYAmt |
| Cash EOY | $25,329 | CashEOYAmt |
| Cash EOYFMV | $25,329 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $268,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,832 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,930,424 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,543,815 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,144,238 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,070,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,669,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,775,973 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,290,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,340,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,047,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,290,031 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,340,072 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,290,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,340,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,290,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,340,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,290,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,340,072 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,340,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | 2024-01-01 | 2024-12-31 | $4,933 | $4,933 | $4,933 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | 2023-01-01 | 2024-12-31 | $1,629,346 | $92,699 | $92,699 | $1,536,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,632 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,320 | 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 | $3,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,504 | 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 | MASAKO MATSUMOTO | IndividualWithBooksNm |
| Phone | 9495538800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 ODYSSEY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALICIA CIANCIMINO | ||||||||
| 23 ODYSSEY | IRVINE | CA | 92618 | SECRETARY | 1.00 | $0 | $0 | $0 |
| NOBUHIKO MOMOI | ||||||||
| 23 ODYSSEY | IRVINE | CA | 92618 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| EMIKO KATO | ||||||||
| 23 ODYSSEY | IRVINE | CA | 92618 | TREASURER | 1.00 | $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 | $6,000,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,169,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,169,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,077,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $303,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $303,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,824 | TotalTaxAmt |
| Distributable Before Adj | $299,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $299,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $299,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $292,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $292,678 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $299,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $288,794 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $292,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $288,794 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,884 | 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 | $295,154 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | PC | PROVIDES EMERGENCY ASSISTANCE, DISASTER RELIEF, AND DISASTER PREPAREDNESS EDUCATION | $5,000 |
| ANIMAL HELPLINE | |||||||
| PO BOX 944 | MORONGO VALLEY | CA | 92256 | N/A | PC | EMPLOYEE MATCH | $100 |
| ARROYO VISTA ELEMENTARY | |||||||
| 23371 ARROYO VIS | RANCHO SANTA MARGARITA | CA | 92688 | N/A | PC | EMPLOYEE MATCH | $250 |
| BEREAN COMMUNITY CHURCH | |||||||
| 17911 MITCHELL ST | IRVINE | CA | 92614 | N/A | PC | EMPLOYEE MATCH | $2,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| CAF AMERICA | |||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 223142840 | N/A | PC | PROMOTING SOCIAL WELFARE AND COMPLIANCE AT FACTORIES | $8,640 |
| CHICAGO RONALD MCDONALD HOUSE | |||||||
| 211 EAST GRAND AVE | CHICAGO | IL | 60611 | N/A | PC | PROVIDING HOUSING, MEALS AND SUPPORT FOR FAMILIES WITH KIDS IN LONG TERM STAYS AT HOSPITALS | $60,000 |
| CHOC FOUNDATION | |||||||
| 1201 WEST LA VETA AVE | ORANGE | CA | 92868 | N/A | PC | TO NURTURE, ADVANCE AND PROTECT THE HEALTH AND WELL-BEING OF CHILDREN | $27,200 |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | |||||||
| 11870 MONARCH STREET | GARDEN GROVE | CA | 92841 | N/A | PC | PROVIDE FOOD TO LOW INCOME FAMILIES AND SENIORS | $5,000 |
| COURREGES PTA | |||||||
| 18313 SANTA CARLOTTA ST | FOUNTAIN VALLEY | CA | 92708 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| GIVING CHILDREN HOPE | |||||||
| 8332 COMMONWEALTH AVE | BUENA PARK | CA | 90621 | N/A | PC | TO HELP LOCAL CHILDREN AND FAMILIES BREAK OUT OF THE CYCLE OF NEED INTO SUCCESS AND SELF-SUSTAINMENT BY PROVIDING FOOD, HOUSEHOLD GOODS, AND LEADERSHIP DEVELOPMENT. | $5,000 |
| INTERNATIONAL GRACE MINISTRY | |||||||
| 115 COLUMBIA | ALISO VIEJO | CA | 92656 | N/A | PC | EMPLOYEE MATCH | $2,000 |
| JDRF | |||||||
| 3001 METRO DRIVE SUITE 100 | BLOOMINGTON | MN | 55425 | N/A | PC | JUVENILE DIABETES RESEARCH | $10,000 |
| KOYASAN BEIKOKU BETSUIN OF LOS ANGELES | |||||||
| 342 E 1ST ST | LOS ANGELES | CA | 90012 | N/A | PC | EMPLOYEE MATCH | $120 |
| LONG BEACH MEMORIAL MEDICAL CENTER FOUNDATION | |||||||
| 2801 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | N/A | PC | CHILDREN'S HOSPITAL FUNDING FOR PROGRAMS AND RESEARCH | $55,000 |
| LOS ANGELES MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| MANHATTAN BEACH MIDDLE SCHOOL | |||||||
| 1501 N REDONDO AVE | MANHATTAN BEACH | CA | 90266 | N/A | PC | EMPLOYEE MATCH | $350 |
| OLIVE CREST (BIKE) (THROUGH BNTCA) | |||||||
| 555 TECHNOLOGY CT | RIVERSIDE | CA | 92507 | N/A | PC | FUND PROGRAMS FOR YOUTH AND FAMILIES IN ORDER TO END CHILD ABUSE | $3,185 |
| OLIVE CREST | |||||||
| 555 TECHNOLOGY CT | RIVERSIDE | CA | 92507 | N/A | PC | FUND PROGRAMS FOR YOUTH AND FAMILIES IN ORDER TO END CHILD ABUSE | $1,815 |
| ORANGE COUNTY BUDDHIST CHURCH | |||||||
| 909 S DALE AVE | ANAHEIM | CA | 92804 | N/A | PC | EMPLOYEE MATCH | $1,264 |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVE SUITE F-110 | COSTA MESA | CA | 92626 | N/A | PC | TO PROTECT SWIMMABLE, DRINKABLE, FISHABLE WATER AND PROMOTE WATERSHED RESILIENCE THROUGHOUT OUR REGION. | $5,000 |
| OUR SAVIORS UNITED METHODIST CHURCH | |||||||
| 701 EAST SCHAUMBURG ROAD | SCHAUMBURG | IL | 60194 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| PERFECT PET RESCUE | |||||||
| 1178 ANGELO DRIVE | BEVERLY HILLS | CA | 90210 | N/A | PC | EMPLOYEE MATCH | $500 |
| R-CHURCH | |||||||
| 340 GRAND BLVD | ELGIN | IL | 60210 | N/A | PC | EMPLOYEE MATCH | $1,670 |
| RONALD REAGAN PTA | |||||||
| 8300 FIELDMASTER ST | EASTVALE | CA | 92880 | N/A | PC | EMPLOYEE MATCH | $200 |
| SANTIAGO CHARTER MIDDLE SCHOOL | |||||||
| 515 N RANCHO BLVD | ORANGE | CA | 92869 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | PC | PROVIDING FOOD TO LOW INCOME FAMILIES AND HOME BOUND SENIORS | $5,000 |
| SHEDD AQUARIUM | |||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | N/A | PC | TO PROVIDE LIFE-ENRICHING LEARNING EXPERIENCES FOR CHICAGO'S YOUTH AND THEIR COMMUNITIES | $9,050 |
| SMILE TRAIN | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| SOLUTIONS FOR URBAN AGRICULTURE | |||||||
| 11405 JEFFREY RD | IRVINE | CA | 92602 | N/A | PC | AIM TO ADDRESS THE UNIQUE CHALLENGES OF GROWING FOOD IN DENSELY POPULATED CITIES. | $5,000 |
| ST JUDE | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | EMPLOYEE MATCH | $214 |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 3821 ADAMS STREET | CARLSBAD | CA | 92008 | N/A | PC | EMPLOYEE MATCH | $1,530 |
| THE CHURCH IN OCEAN PARK | |||||||
| 235 HILL ST | SANTA MONICA | CA | 90405 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| THE HIT LIVING FOUNDATION | |||||||
| 10153 1/2 RIVERSIDE DR 446 | TOLUCA LAKE | CA | 91602 | N/A | PC | EMPLOYEE MATCH | $1,000 |
| UKRAINE HOUSE DC FOUNDATION | |||||||
| 2134 KALORAMA ROAD NW | WASHINGTON | DC | 20008 | N/A | PC | EMPLOYEE MATCH | $500 |
| WOMEN IN TOYS & LICENSING | |||||||
| 1375 BROADWAY SUITE 1001 | NEW YORK | CA | 10018 | N/A | PC | COLLABORATIVE COMMUNITY THAT CHAMPIONS THE ADVANCEMENT OF WOMEN THROUGH LEADERSHIP, NETWORKING AND EDUCATIONAL OPPORTUNITIES | $62,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $286,144 | 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 | $80,603 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $97,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $382,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $382,489 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $5,300 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,669,096 | EOYBookValueAmt |
| EOYFMV | $1,775,973 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,543,815 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,144,238 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $990 | $990 | $0 |
| EVENT EXPENSES | $3,750 | $0 | $3,750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $31,807 | Amt |
| Net Investment Income | $31,807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $100 | $0 | $100 |
| FEDERAL INCOME TAXES | $4,323 | $0 | $0 |
| LICENSES AND PERMITS | $34 | $0 | $34 |