RICHARD C SEAVER CHARITABLE TRUST 12-28-78: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD C SEAVER CHARITABLE TRUST 12-28-78 (EIN 95-3311102)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349104216
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T12:18:50-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201816369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSADA ADELMAN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14011 Ventura Blvd Suite 221 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | 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 | 953311102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD C SEAVER 1978 TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3109790298 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 WILSHIRE BLVD 1240 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Victoria S Dean | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Victoria S | PersonFirstNm |
| Person Last | Dean | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deborah A Posada CPA CFP | PreparerPersonNm |
| PTIN | P00116463 | PTIN |
| Phone | 8189869720 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $25,645,372 | 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 | $896 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $896 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $603,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $603,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $246,857 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,173,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,857 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $850,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $850,857 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,425 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $41,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,937 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $104,877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,877 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $149,341 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,631,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,631,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,780,841 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,632,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$929,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $734,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,797 | CashBOYAmt |
| Cash EOY | $188,174 | CashEOYAmt |
| Cash EOYFMV | $188,174 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,810,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,693,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,440,973 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $28,925 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,225 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,225 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,843,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,898,329 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,645,372 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $25,493 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $25,493 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,818,070 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,898,329 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,818,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,898,329 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,843,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,898,329 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,818,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$929,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,243 | OtherIncreasesAmt |
| Subtotal | $17,898,329 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,898,329 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Schwab #1402 ST Covered | P | 2022-01-01 | 2022-12-31 | $1,090,799 | $1,480,104 | -$389,305 | -$389,305 |
| Schwab #1402 LT Covered | P | 2020-01-01 | 2022-12-31 | $548,082 | $395,713 | $152,369 | $152,369 |
| Schwab #1402 LT non Covered | P | 2020-01-01 | 2022-12-31 | $531,613 | $50,733 | $480,880 | $480,880 |
| SCHWAB #1402 LT CAPITAL GAIN DISTRIBUTIO | P | 2020-01-01 | 2022-12-31 | $2,913 | $2,913 | $2,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,857 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,211 | SubtotalAmt |
| Tax Based On Investment Income | $10,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,580 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,580 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,369 | OverpaymentAmt |
| Applied To ES Tax | $12,369 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3109790298 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Victoria S Dean | ||||||
| 12400 Wilshire Blvd Ste 1240 | Los Angeles | CA | 90025 | Trustee | 0.00 | $0 |
| R Carlton Seaver | ||||||
| 12400 Wilshire Blvd Ste 1240 | Los Angeles | CA | 90025 | Trustee | 0.00 | $0 |
| Patrick T Seaver | ||||||
| 12400 Wilshire Blvd Ste 1240 | Los Angeles | CA | 90025 | Trustee | 0.00 | $0 |
| Christopher Seaver | ||||||
| 12400 Wilshire Blvd Ste 1240 | Los Angeles | CA | 90025 | Trustee | 0.00 | $0 |
| Martha Seaver | ||||||
| 12400 Wilshire Blvd Ste 1240 | Los Angeles | CA | 90025 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE CAPITAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HOMER AVE | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $104,877 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,637,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $510,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,148,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $27,148,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,741,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,337,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,337,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,211 | TotalTaxAmt |
| Distributable Before Adj | $1,326,850 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,326,850 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,326,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,632,925 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,632,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,326,850 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $51,248 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $73,659 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $124,907 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,632,925 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,326,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $306,075 | RemainingDistriFromCorpusAmt |
| Total Corpus | $430,982 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $430,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,248 | ExcessFromYear4Amt |
| Excess From Year2 | $73,659 | ExcessFromYear2Amt |
| Excess From Current Year | $306,075 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Catalina Island Conservancy | |||||||
| 125 Clartessa Ave | Avalon | CA | 90704 | NONE | PC | Charitable | $205,000 |
| Delta College | |||||||
| 5151 Pacific Ave | Stockton | CA | 95207 | NONE | PC | Education | $5,000 |
| Harvard Westlake School | |||||||
| 3700 Coldwater Canyon Ave | Studio City | CA | 91604 | NONE | PC | Education | $5,000 |
| Heartbeat Opera | |||||||
| 804 West 180th St Apt 63 | New York | NY | 10033 | NONE | PC | Charitable | $25,000 |
| Jewel Theatre | |||||||
| PO Box 1080 | Santa Cruz | CA | 95061 | NONE | PC | Charitable | $100,000 |
| LA Opera | |||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | NONE | PC | Charitable | $125,000 |
| LA Philarmonic | |||||||
| 151 S Grand Ave | Los Angeles | CA | 90012 | NONE | PC | Charitable | $11,500 |
| Meher Mount | |||||||
| 9902 Sulphur Mountain Rd | Ojai | CA | 93023 | NONE | PC | Charitable | $5,000 |
| Scripps College | |||||||
| 1030 Columbia Ave | Claremont | CA | 91711 | NONE | PC | Education | $75,000 |
| Smith College | |||||||
| 7 College Lane | Northhampton | MA | 01063 | NONE | PC | Education | $10,000 |
| St John's Health Center Foundation | |||||||
| 2221 Santa Monica Blvd | Santa Monica | CA | 90404 | NONE | PC | Charitable | $10,000 |
| The Huntington | |||||||
| 1151 Oxford Rd | San Marino | CA | 91108 | NONE | PC | Charitable | $65,000 |
| UCSC Foundation | |||||||
| 1156 High Street | Santa Cruz | CA | 95064 | NONE | PC | Education | $155,000 |
| University of Houston | |||||||
| 4888 Loop Central Dr | Houston | TX | 77004 | NONE | PC | Education | $100,000 |
| Yale University | |||||||
| 135 Prospect St | New Haven | CT | 06520 | NONE | PC | Education | $235,000 |
| Lewa Wildlife Conservancy USA | |||||||
| PO Box 4449 | New York | NY | 10163 | NONE | PC | CHARITABLE | $20,000 |
| Union Rescue Mission | |||||||
| 545 San Pedro St | Los Angeles | CA | 90013 | NONE | PC | Charitable | $10,000 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 200 VESSEY ST 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | CHARITABLE | $5,000 |
| PLANNED PARENTHOOD - LOS ANGELES | |||||||
| PO BOX 740528 | LOS ANGELES | CA | 90074 | NONE | PC | CHARITABLE | $10,000 |
| MARLBOROUGH SCHOOL | |||||||
| 250 S ROSSMORE AVE | LOS ANGELES | CA | 90004 | NONE | PC | CHARITABLE | $30,000 |
| university of washington foundation | |||||||
| 407 gerberding hall box 351210 | seattle | WA | 98195 | NONE | PC | charitable | $65,000 |
| theodore payne foundation | |||||||
| 10459 tuxford street | sun valley | CA | 91352 | NONE | PC | charitable | $5,000 |
| st johns cathedral | |||||||
| 514 adams blvd | los angeles | CA | 90007 | NONE | PC | charitable | $5,000 |
| california state parks foundation | |||||||
| 33 new montgomery street | san francisco | CA | 94105 | NONE | PC | public | $5,000 |
| yosemite conservancy | |||||||
| po box 230 | el portal | CA | 95318 | NONE | PC | charitable | $5,000 |
| princeton university | |||||||
| one washington road | princeton | NJ | 08544 | NONE | PC | charitable | $35,000 |
| LONG BEACH OPERA | |||||||
| 115 PINE AVENUE | LONG BEACH | CA | 90802 | NONE | PC | CHARITABLE | $35,000 |
| AMERICAN UNIVERSITY CAIRO | |||||||
| ONE ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | NONE | PC | CHARITABLE | $35,000 |
| UCI FOUNDATION | |||||||
| 5141 CALIFORNIA | IRVINE | CA | 92617 | NONE | PC | CHARITABLE | $5,000 |
| LAS MADRINAS | |||||||
| 11825 SW 26TH STREET | MIAMI | FL | 33175 | NONE | PC | CHARITABLE | $5,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | NONE | PC | CHARITABLE | $50,000 |
| USC ARCADIA HOSPITAL FOUNDATION | |||||||
| 300 W HUNTINGTON DR | ARCEDIA | CA | 91007 | NONE | PC | CHARITABLE | $10,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE | $30,000 |
| RATTLESTICK THEATER | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | NONE | PC | CHARITABLE | $70,000 |
| HEYDEY | |||||||
| PO BOX 9145 | BERKELEY | CA | 94709 | NONE | PC | CHARITABLE | $25,000 |
| CALIFORNIA ART CLUB | |||||||
| 65 S GRAND AVE | PASADENA | CA | 91105 | NONE | PC | CHARITABLE | $5,000 |
| THE AUTRY MUSEUM | |||||||
| 4700 WESTERN HERITAGE WAY | LOS ANGELES | CA | 90027 | NONE | PC | CHARITABLE | $10,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE | $5,000 |
| COMMUNITY ARTS IMPOWERMENT | |||||||
| 240 MAPLE AVE | WATSONVILLE | CA | 95076 | NONE | PC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,631,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $896 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $603,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $246,857 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $850,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $850,857 | 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 | Posada Adelman, Inc. | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,425 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE CAPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT ADVISORY | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Dividends Receivable | Desc |
| BOY Book Value | $28,925 | BOYBookValueAmt |
| EOY Book Value | $16,225 | EOYBookValueAmt |
| EOYFMV | $16,225 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advisor Fee | Desc |
| Revenue And Expenses Per Books | $104,877 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $104,877 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL - NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $10,243 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHARITY OF REGISTERED TRUSTS | $200 | |
| FEDERAL TAXES | $31,477 | |
| Foreign Tax Withheld | $9,937 | $9,937 |