BLUEBIRD LEGACY INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLUEBIRD LEGACY INC (EIN 47-4762218)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202541329349103969
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T20:04:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812737245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOPEZ ACCOUNTING GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WEST OLIVE AVENUE SUITE 680 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | 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 | 474762218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUEBIRD LEGACY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 9492372543 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3972 BARRANCA PARKWAY J-609 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GOLD BUBIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9492372543 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUAN PABLO LOPEZ CPA | PreparerPersonNm |
| PTIN | P01367411 | PTIN |
| Phone | 8188407075 | PhoneNum |
| Preparation | 2025-05-08 | 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 | $40,976,564 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,947 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,947 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $833,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $833,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $692,179 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,956,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $692,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,529,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,529,364 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $104,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $111,197 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,239 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $88,958 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $125 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,357 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,428 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $175,905 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,114 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,224 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,893 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $516,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $271,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,625,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,625,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,141,042 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,896,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$611,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,289,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,521 | CashBOYAmt |
| Cash EOY | $221,272 | CashEOYAmt |
| Cash EOYFMV | $221,272 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $271,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $271,767 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,800,462 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,389,832 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,389,832 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,612,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,105,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,105,083 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,626,753 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,988,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,988,610 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,743 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,492,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,976,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,976,564 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $164 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,838 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,838 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,492,312 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $40,973,726 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,492,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,973,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,492,476 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,976,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,492,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$611,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,093,092 | OtherIncreasesAmt |
| Subtotal | $40,973,726 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,973,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $9,956,550 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,264,371 | CostOrOtherBasisAmt |
| Gain Or Loss | $692,179 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $692,179 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $692,179 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,917 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,917 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,917 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,471 | 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 | $3,471 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $733 | EsPenaltyAmt |
| Tax Due | $15,179 | 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 | 0 | 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 | LOPEZ ACCOUNTING GROUP | IndividualWithBooksNm |
| Phone | 8188407075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3500 WEST OLIVE AVENUE SUITE 680 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GOLD BUBIER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3972 BARRANCA PARKWAY J-609 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $130,000 | CompensationAmt |
| Employee Benefit Program | $32,500 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN W BUBIER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3972 BARRANCA PARKWAY J-609 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | RESEARCH ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,000 | CompensationAmt |
| Employee Benefits | $15,750 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| 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 | EVERCORE WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 CALIFORNIA STREET SUITE 1500 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $172,376 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $39,247,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,539,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,787,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,787,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $611,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,175,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,008,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,008,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,917 | TotalTaxAmt |
| Distributable Before Adj | $1,990,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,990,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,990,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,896,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,896,893 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,990,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,419,488 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,896,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,419,488 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $477,405 | 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 | $1,513,450 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 900640951 | PC | GENERAL SUPPORT AND ORANGE COUNTY PROGRAMS | $45,000 | |
| ALL HANDS AND HEARTS | |||||||
| 82 COUNTY ROAD PMB 79 | MATTAPOISETT | MA | 02739 | PC | U.S. DISASTER RELIEF | $60,000 | |
| AMERICAN JOURNALISM PROJECT | |||||||
| 6218 GEORGIA AVENUE NW SUITE 1-599 | WASHINGTON | DC | 200115125 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| BOYS & GIRLS CLUB OF CENTRAL ORANGE COAST | |||||||
| 17701 COWAN SUITE 110 | IRVINE | CA | 92614 | PC | GENERAL OPERATING SUPPORT AND YOUTH MENTAL HEALTH AND ACADEMIC SUPPORT | $40,000 | |
| BOYS & GIRLS CLUB OF TUSTIN | |||||||
| 580 WEST SIXTH STREET | TUSTIN | CA | 92780 | PC | GENERAL SUPPORT AND YOUTH MENTAL HEALTH | $60,000 | |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 917542142 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CASA OF ORANGE COUNTY | |||||||
| 765 THE CITY DRIVE SOUTH SUITE 300 | ORANGE | CA | 92868 | PC | GENERAL SUPPORT AND ONE-TIME SUPPORT FOR DATABASE UPGRADE | $100,000 | |
| CASA OF SAN BERNARDINO | |||||||
| PO BOX 519 | RIALTO | CA | 92377 | PC | GENERAL OPERATING SUPOPRT | $40,000 | |
| COUNCIL ON AGING - SOUTHERN CALIFORNIA | |||||||
| 2 EXECUTIVE CIRCLE SUITE 175 | IRVINE | CA | 92614 | PC | FRIENDLY VISITOR AND SENIOR PROTECTION ; SMILEMAKERS | $40,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | PC | GENERAL SUPPORT FOR U.S. PROGRAMS AND U.S. RURAL COMMUNITY HEALTH | $75,000 | |
| FACING HISTORY & OURSELVES | |||||||
| 350 S BIXEL STREET SUITE 160 | LOS ANGELES | CA | 90017 | PC | ORANGE COUNTY PROGRAMS | $35,000 | |
| FAMILIES FORWARD | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FEEDING AMERICA RIVERSIDE AND SAN BERNARDINO COUNTIES | |||||||
| 4035 TRAIL CREEK ROAD | RIVERSIDE | CA | 92505 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| FIRST PLACE FOR YOUTH | |||||||
| 426 17TH STREET | OAKLAND | CA | 94612 | PC | SOUTHERN CALIFORNIA PROGRAMS | $35,000 | |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | PC | VOICES FOR CHILDREN, RIVERSIDE COUNTY | $40,000 | |
| FUND FOR INVESTIGATIVE JOURNALISM | |||||||
| PO BOX 1205 | NEW YORK | NY | 10113 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | PC | YOUTH MOVING ON | $35,000 | |
| HOLOCAUST MUSEUM LA | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | PC | OUTREACH TO PUBLIC, NON-TITLE I MIDDLE AND HIGH SCHOOLS LOCATED IN ORANGE COUNTY, CA | $35,000 | |
| INSTITUTE FOR NONPROFIT NEWS (INN) | |||||||
| 8549 WILSHIRE BLVD 2294 | BEVERLY HILLS | CA | 90211 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH FAMILY SERVICE LA | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | PC | PROGRAMS FOR SENIORS | $35,000 | |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY STREET SUITE 1142 | SAN FRANCISCO | CA | 94104 | PC | CRITICAL NEEDS AND OPPORTUNITY FUND | $40,000 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL OPERATING SUPPORT | $55,000 | |
| MEALS ON WHEELS ORANGE COUNTY | |||||||
| 1200 N KNOLLWOOD CIRCLE | ANAHEIM | CA | 92801 | PC | FRIENDLY VISITOR CARE COORDINATION PROGRAMS ; SENIOR MEAL DELIVERY | $55,000 | |
| MUSEUM OF TOLERANCE | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 900354709 | PC | PROGRAMS FOR OC MIDDLE AND HS YOUTH, AND TRAINING AND RESOURCES FOR OC TEACHERS | $35,000 | |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH SUITE 100 | IRIVNE | CA | 926146081 | PC | HEARTSTRINGS AND CLASS ACT PROGRAMS | $40,000 | |
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | |||||||
| 1124 MAIN STREET SUITE B | IRVINE | CA | 92614 | PC | YOUTH MUSIC PROGRAMS | $45,000 | |
| SAN BERNARDINO SYMPHONY ORCHESTRA | |||||||
| PO BOX 109 | SAN BERNARDINO | CA | 92402 | PC | MUSIC EDUCATION PROGRAMS | $45,000 | |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | KNOW THE SIGNS PROGRAMS | $40,000 | |
| SBP USA | |||||||
| 2645 TOULOUSE ST | NEW ORLEANS | LA | 70119 | PC | U.S. DISASTER RELIEF | $60,000 | |
| SCHOOL ON WHEELS | |||||||
| PO BOX 23371 | VENTURA | CA | 93002 | PC | ORANGE COUNTY REGIONS 9 AND 10 | $40,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SENECA FAMILY OF AGENCIES | |||||||
| 8945 GOLF LINKS ROAD | OAKLAND | CA | 94605 | PC | ORANGE COUNTY PROGRAMS | $35,000 | |
| SOUTH COAST REPERTORY | |||||||
| PO BOX 2197 | COSTA MESA | CA | 926282197 | PC | SCHOOL AND COMMUNITY PROGRAMS | $35,000 | |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | PC | U.S. DISASTER RELIEF | $65,000 | 200 |
| WESTERN YOUTH SERVICES | |||||||
| 23461 SOUTH POINTE DRIVE SUITE 220 | LAGUNA HILLS | CA | 92653 | PC | SCHOOL-BASED SERVICES | $30,000 | |
| YMCA OF ORANGE COUNTY | |||||||
| 13821 NEWPORT AVENUE SUITE 200 | TUSTIN | CA | 92780 | PC | PRIMARY PROGRAMS | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,625,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,947 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $833,238 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $692,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,529,364 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,529,364 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,785 | Amt |
| Net Investment Income | $1,357 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,428 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,988,610 | EOYBookValueAmt |
| EOYFMV | $6,988,610 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $30,105,083 | EOYBookValueAmt |
| EOYFMV | $30,105,083 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,930,965 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,930,965 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $458,867 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $458,867 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $125 | LegalFeesAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| FEDERAL TAX DEPOSITS | $3,471 |
| SUSPENSE-FRAUD | $2,272 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $30 | $6 | $24 |
| OFFICE EXPENSE | $8,374 | $1,675 | $6,699 |
| PAYROLL PROCESSING FEES | $1,670 | $334 | $1,336 |
| WORKERS COMPENSATION | $1,043 | $209 | $834 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $4,093,092 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $164 | BOYBookValueAmt |
| EOY Book Value | $2,838 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $17,643 | $3,529 | $14,114 |
| INVESTMENT FEES | $172,376 | $172,376 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES AND LICENSES | $328 | $0 | $0 |
| EXCISE TAX | $3,471 | $0 | $0 |