FOX FAMILY KALB FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FOX FAMILY KALB FOUNDATION (EIN 87-2454838)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-27
- IRS object ID
- 202301789349100855
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-27T12:00:06-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953661421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBUL PRIMES & SCHENKEL CPAS APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD SUITE 1150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872454838 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX FAMILY KALB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXF | BusinessNameControlTxt |
| Phone | 8183886450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO COVALENT PO BOX 466 | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 910120466 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA LIVINGSTON FOX | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 8183886450 | PhoneNum |
| Signature | 2023-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | LIVINGSTON FOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABHI PARIKH | PreparerPersonNm |
| PTIN | P01445116 | PTIN |
| Phone | 3108262060 | PhoneNum |
| Preparation | 2023-06-20 | PreparationDt |
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 | 2022 | 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 | $26,907,674 | 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 | $10,240 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $164,700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $118,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,215,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $177,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $79,615 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $63,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $197,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $190,175 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,518 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $408,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,306,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,306,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,714,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,306,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,537,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,864,314 | CashBOYAmt |
| Cash EOY | $1,818,456 | CashEOYAmt |
| Cash EOYFMV | $1,818,456 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $17,096,961 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,096,961 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,006,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,992,257 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,992,257 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,871,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,907,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,907,674 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,871,290 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,907,674 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,871,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,907,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,871,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,907,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,871,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,537,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $27,333,686 | SubtotalAmt |
| Other Decreases | $426,012 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,907,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY 2233 | 2022-01-01 | 2022-12-31 | $2,575,000 | $2,575,000 | $0 | $0 |
| MORGAN STANLEY 2627 | 2022-01-01 | 2022-12-31 | $490,000 | $490,501 | -$501 | -$501 |
| MORGAN STANLEY 2628 | 2022-01-01 | 2022-12-31 | $2,150,000 | $2,150,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$501 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,064 | 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 | $5,064 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,064 | OverpaymentAmt |
| Applied To ES Tax | $5,064 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CARRIE SOROSKY | IndividualWithBooksNm |
| Phone | 8183886450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 466 | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 910120466 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA LIVINGSTON FOX | ||||||||
| PO BOX 466 | LA CANADA FLINTRIDGE | CA | 910120466 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| BENNET VAN DE BUNT | ||||||||
| PO BOX 466 | LA CANADA FLINTRIDGE | CA | 910120466 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KRISTEN GREER-PAGLIA | ||||||||
| 4066 ROSABELL STREET | LOS ANGELES | CA | 90066 | EXECUTIVE DIRECTOR | 40.00 | $79,615 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E WASHINGTON STREET SUITE 400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $58,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,839,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,761,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,601,396 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,601,396 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $384,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,217,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,260,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,260,869 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,260,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,260,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,260,869 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,306,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,306,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,260,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $132,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $132,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,306,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,260,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,046,011 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,178,511 | 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 | $1,178,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $132,500 | ExcessFromYear1Amt |
| Excess From Current Year | $1,046,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURA LIVINGSTON FOX | ContributingManagerNm |
| Contributing Manager | BENNET VAN DE BUNT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE READY PUBLIC SCHOOLS | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | GENERAL CHARITABLE | $346,000 |
| BLACK GIRL VENTURES | |||||||
| 8647 RICHMOND HIGHWAY 649 | ALEXANDRIA | VA | 22309 | NONE | PC | GENERAL CHARITABLE | $15,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL CHARITABLE | $14,640 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | GENERAL CHARITABLE | $30,000 |
| COFFEE WITH A CAUSE | |||||||
| 2302 E COLORADO BLVD | PASADENA | CA | 91107 | NONE | PC | GENERAL CHARITABLE | $10,000 |
| COMMON SENSE MEDIA | |||||||
| 699 8TH STREET SUITE C150 | SAN FRANSISCO | CA | 94103 | NONE | PC | GENERAL CHARITABLE | $49,040 |
| CREATIVE HEALING FOR YOUTH IN PAIN | |||||||
| 5041 VALJEAN AVE | ENCINO | CA | 91436 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| CREATIVE VISIONS FOUNDATION | |||||||
| 18820 PACIFIC COAST HIGHWAY STE 201 | MALIBU | CA | 90265 | NONE | PC | GENERAL CHARITABLE | $25,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL CHARITABLE | $20,000 |
| ESPERANZA COMMUNITY HOUSING CORPORATION | |||||||
| 3655 SOUTH GRAND AVENUE SUITE 280 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| GIVE POWER | |||||||
| 415 EAST ST ELMO SUITE 1-F1 | AUSTIN | TX | 78745 | NONE | PC | GENERAL CHARITABLE | $100,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | GENERAL CHARITABLE | $15,000 |
| MIRACLES FOR KIDS | |||||||
| 17848 SKY PARK CIRCLE SUITE C | IRVINE | CA | 92614 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| PS ARTS | |||||||
| 2947 S SEPULVEDA BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL CHARITABLE | $17,200 |
| PHASE ONE FOUNDATION | |||||||
| 11726 SAN VICENTE BLVD STE 560 | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL CHARITABLE | $3,000 |
| PROYECTO PASTORAL | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | NONE | PC | GENERAL CHARITABLE | $5,000 |
| SEEN & HEARD | |||||||
| 8601 LINCOLN BLVD STE 180 151 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL CHARITABLE | $2,500 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL CHARITABLE | $125,000 |
| TEACH FOR AMERICA | |||||||
| 606 SOUTH OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | NONE | PC | GENERAL CHARITABLE | $25,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5235 SOUTH HARPER COURT SUITE 450 | CHICAGO | IL | 60615 | NONE | PC | GENERAL CHARITABLE | $87,500 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PC | GENERAL CHARITABLE | $250,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 2250 ALCAZAR ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL CHARITABLE | $1,085,000 |
| US SKI & SNOWBOARD | |||||||
| 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PC | GENERAL CHARITABLE | $28,000 |
| VISIONARY WOMEN | |||||||
| 9663 SANTA MONICA BLVD 851 | BEVERLY HILLS | CA | 90210 | NONE | GENERAL CHARITABLE | $10,000 | |
| WATTS LEARNING CENTER | |||||||
| 310 W 95TH STREET | LOS ANGELES | CA | 90003 | NONE | PC | GENERAL CHARITABLE | $34,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,306,880 | 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 | $164,700 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,089 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN VAN DE BUNT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 466 | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 910120466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,240 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY CORP FIXED INCOME | BondNm |
| EOY Book Value | $7,992,257 | EOYBookValueAmt |
| EOYFMV | $7,992,257 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,355,744 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,355,744 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $6,741,217 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $6,741,217 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS | Desc |
| Amt | $426,012 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $48,798 | $13,518 | $0 |
| INSURANCE | $5,341 | $0 | $0 |
| OFFICE EXPENSES | $11,199 | $0 | $0 |
| GOODS RECEIVED | $2,120 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $63,669 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $6,336 | $0 | $0 |
| INTERNAL REVENUE SERVICE | $190,000 | $190,000 | $0 |
| FRANCHISE TAX BOARD | $800 | $0 | $0 |
| FOREIGN TAXES PAID | $175 | $175 | $0 |