BANDAI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BANDAI FOUNDATION (EIN 33-0655933)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202241329349104469
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock 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 | 2022-05-12T16:55:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2029 CENTURY PARK EAST STE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900672935 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330655933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BANDAI FOUNDATION | BusinessNameLine1Txt |
| 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 | CYNTHIA NISHIMOTO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9495538800 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CYNTHIA | PersonFirstNm |
| Person Last | NISHIMOTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN BLAKEMAN | PreparerPersonNm |
| PTIN | P01053938 | PTIN |
| Phone | 3102773373 | PhoneNum |
| Preparation | 2022-05-12 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,760,478 | 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 | $97,921 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,921 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,906,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,737 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $254,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,555 | 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 | $4,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,793 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,198 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $811 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $334,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,347 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $337,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$124,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,259 | CashBOYAmt |
| Cash EOY | $19,705 | CashEOYAmt |
| Cash EOYFMV | $19,705 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $297,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $338,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $338,583 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,841,790 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,405,507 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,425,444 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $653,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $750,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $976,746 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,817,544 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,514,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,760,478 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,811,044 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,508,029 | 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 | $6,811,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,508,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,817,544 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,514,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,811,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$124,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,686,252 | SubtotalAmt |
| Other Decreases | $178,223 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,508,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | 2021-01-01 | 2021-12-31 | $296,651 | $289,096 | $7,555 | $7,555 |
| PUBLICLY TRADED SECURITIES - LONG TERM | 2020-01-01 | 2021-12-31 | $1,609,879 | $1,554,697 | $55,182 | $55,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,155 | 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 | $4,155 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,150 | OverpaymentAmt |
| Applied To ES Tax | $1,150 | 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 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA NISHIMOTO | ||||||||
| 23 ODYSSEY | IRVINE | CA | 92618 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHUSUKE TAKAHARA | ||||||||
| 23 ODYSSEY | IRVINE | CA | 92618 | CHAIRMAN/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 | $5,897,815 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,624 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,355,439 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,355,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,260,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,005 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,005 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,005 | TotalTaxAmt |
| Distributable Before Adj | $310,000 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,000 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,000 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $337,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $337,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,000 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $337,095 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $337,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $337,095 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $861 | 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 | $309,139 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABC UNIFIED WHITNEY HIGH SCHOOL | |||||||
| 16800 SHOEMAKER AVENUE | CERRITOS | CA | 90703 | N/A | PC | TO PROMOTE SCHOOL EDUCATION, ATHLETICS AND ARTS | $4,000 |
| AME ZION WESTERN EPISCOPAL DISTRICT | |||||||
| 336 E ROSECRANS AVENUE | COMPTON | CA | 90220 | N/A | PC | EPISCOPAL CHURCH | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | PC | TO ELIMINATE CANCER AS A MAJOR HEALTH PROBLEM BY PREVENTING CANCER, SAVING LIVES AND DIMINISHING SUFFERING FROM CANCER | $10,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | PC | TO PROVIDE RELIEF TO VICTIMS OF DISASTER AND HELP PEOPLE PREVENT PREPARE FOR AND RESPOND TO EMERGENCIES | $12,000 |
| ANIMAL HELPLINE | |||||||
| PO BOX 944 | MORONGO VALLEY | CA | 92256 | N/A | PC | TO OFFER SANCTUARY TO OLDER AND HANDICAPPED CATS | $4,100 |
| ARTISTS ASSOCIATION OF NANTUCKET | |||||||
| 24 AMELIA DRIVE | NANTUCKET | MA | 02554 | N/A | PC | TO PROMOTE ART TO CHILDREN | $2,000 |
| BLESSED FAMILY COVENANT CHURCH | |||||||
| 325 NORTH HILLCREST BOULEVARD | INGLEWOOD | CA | 90301 | N/A | PC | TO PROVIDE COUNSELING TO ASSIST CHILDREN WITH SPIRTUAL FAITH, MEALS, AND SCHOLARSHIPS | $4,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | EMPLOYEE MATCHING | $500 |
| CITY OF IRVINE | |||||||
| PO BOX 19575 | IRVINE | CA | 92623 | N/A | PC | TO COMBAT HUNGER WITH SUSTAINABLE FARMING | $70,000 |
| COMMUNITY ACTION PARTNERSHIP OF ORANGE COUNTY | |||||||
| 11870 MONARCH ST | GARDEN GROVE | CA | 92841 | N/A | PC | PROVIDING FOOD TO LOW INCOME FAMILIES AND HOME BOUND SENIORS | $20,000 |
| DOUGY CENTER INC | |||||||
| PO BOX 86852 | PORTLAND | OR | 97286 | N/A | PC | PROVIDE GRIEF SUPPORT IN A SAFE PLACE WHERE CHILDREN, TEENS, YOUNG ADULTS, AND THEIR FAMILIES CAN SHARE THEIR EXPERIENCES BEFORE AND AFTER A DEATH | $5,000 |
| FOODAID COMPASSION | |||||||
| 404 1/2 W ROBINSON AVE | SAN DIEGO | CA | 92103 | N/A | PC | EMPLOYEE MATCHING | $4,000 |
| HOLTON'S HEROES | |||||||
| PO BOX 11173 | MARINA DELREY | CA | 90295 | N/A | PC | PROVIDE SUPPORT, INFORMATION AND THERAPY TOLS FO CHILDREN AFFECTED BY A POST-BORTH BRAIN INJURY | $2,000 |
| HOSPICE OF THE NORTH COAST | |||||||
| 2525 PIO PICO DRIVE 301 | CARLSBAD | CA | 92008 | N/A | PC | PROVIDING COMPASSIONATE PERSONALIZED HOSPICE CARE TO PATIENTS AND FAMILIES | $5,000 |
| INTERNATIONAL GRACE MINISTRY | |||||||
| 9221 RESEARCH DRIVE | IRVINE | CA | 92618 | N/A | PC | PROTECT AND ENLIGHTEN CHILDREN IN RURAL AND TRIBAL SETTINGS | $4,000 |
| JDRF | |||||||
| 811 WILSHIRE BLVD SUITE 1600 | LOS ANGELES | CA | 90017 | N/A | PC | THE LEADING GLOBAL ORGANIZATION FUNDING TYPE 1 DIABETES RESEARCH. | $10,000 |
| LAUREL HOUSE INC | |||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | N/A | PC | TO PROVIDE HOUSING, BASIC NECESSITIES, COUNSELING AND CARE FOR RUNAWAY, HOMELESS AND TROUBLED TEEN GIRLS. | $5,000 |
| LIVING THE DREAM FOUNDATION | |||||||
| 120 TUSTIN AVE | NEWPORT BEACH | CA | 92663 | N/A | PC | HELPS CHILDREN AND YOUNG ADULTS LIVING WITH LIFE-THREATENING ILLNESSES STAY POSITIVE, MAINTAIN HOPE, AND APPRECIATE EACH AND EVERY DAY, REGARDLESS OF THEIR AFFLICTION | $2,000 |
| LONG BEACH RESCUE MISSION | |||||||
| PO BOX 1969 | LONG BEACH | CA | 90801 | N/A | PC | TO MINISTER THE LOVE OF JESUS TO THE LEAST, THE LAST AND THE LOST OF OUR COMMUNITY THROUGH THE PROVISION OF ASSISTANCE IN THE AREAS OF GUIDANCE, EDUCATION, JOB TRAINING, SHELTER, FOOD, CLOTHING. HEALTH CARE AND INDEPENDENT LIVING COMMUNITIES. | $2,000 |
| LOS ANGELES LGBT CENTER | |||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 90028 | N/A | PC | PROVIDE FOOD, CLOTHING AND SHOWERS, COUNSELING FOR LGBT YOUTH AT THEIR DROP IN CENTER | $10,000 |
| MANHATTAN BEACH EDUCATION FOUNDATION | |||||||
| 325 S PECK AVE | MANHATTAN BEACH | CA | 90266 | N/A | PC | PAYS TEACHERS AND OTHER EDUCATIORS NOT FUNDED THROUGH STATE OF CALIFORNIA | $2,000 |
| MARQUIS STUDIOS LTD | |||||||
| 20 JAY ST | BROOKLYN | NY | 11201 | N/A | PC | SUBSIDIZE/PROVIDE NO COST PROGRAMS IN ARRY OF ARTS DISCIPLE FOR FOR CHILDREN | $2,000 |
| NISHIYAMATO ACADEMY | |||||||
| 2458 LOMITA BLVD | LOMITA | CA | 90717 | N/A | PC | TO PROVIDE EDUCATION IN JAPANESE LANGUAGE, TRADITIONS, CULUTRE TO YOUTH | $2,000 |
| OC RONALD MCDONALD HOUSE | |||||||
| 383 S BATAVIA STREET | ORANGE | CA | 92868 | N/A | PC | TEMPORARY HOUSING FOR FAMILIES WITH CHILDREN BEING HOSPITALIZED ON A LONG TERM BASIS | $14,000 |
| ORANGE COAST OPTIMIST | |||||||
| PO BOX 28802 | SANTA ANA | CA | 92799 | N/A | PC | PROVIDES FARM AID TO HELP FAMILIES LEARN TO BE SELF SUFFICIENT | $1,000 |
| ORANGE COUNTY BUDDHIST CHURCH | |||||||
| 909 SOUTH DALE AVE | ANAHEIM | CA | 92804 | N/A | PC | EMPLOYEE MATCHING | $4,000 |
| ORANGE UNIFIED SCHOOL DISTRICT - LA VETA ELEMENTARY SCHOOL | |||||||
| 2800 E LA VETA AVE | ORANGE | CA | 92869 | N/A | PC | PROVIDE FUNDING FOR VARIOUS SCHOOL NEEDS | $2,000 |
| OUR MILITARY KIDS | |||||||
| 2911 HUNTER MILL ROAD SUITE 203 | OAKTON | VA | 22124 | N/A | PC | RECOGNIZES THE SACRIFICE OF CHILDREN OF DEPLOYED NATIONAL GUARD, DEPLOYED RESERVE, OR POST 9/11COMBAT-INJURED SERVICE MEMBERS | $4,000 |
| ROMAN CATHOLIC BISHOP OF ORANGE | |||||||
| 13280 CHAPMAN AVE | GARDEN GROVE | CA | 92840 | N/A | PC | EMPLOYEE MATCHING | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | N/A | PC | TO CREATE, FIND AND SUPPORT PROGRAMS THAT IMPROVE THE HEALTH AND WELL BEING OF CHILDREN | $2,000 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | PC | PROVIDE FOOD FOR UNDERPRIVELEGED FAMILIES AND HOME BOUND SENIOR CITIZENS | $30,000 |
| SERVITE HIGH SCHOOL | |||||||
| 1952 W LA PALMA AVE | ANAHEIM | CA | 92801 | N/A | PC | PROVIDES SCHOLARSHIP FOR DESERVING STUDENTS | $4,000 |
| SHARING & CARING OF BENTON COUNTY | |||||||
| PO BOX 2668 | BENTONVILLE | AR | 72712 | N/A | PC | SERVE BENTON COUNTY'S YOUTH IN THREE CORE AREAS: OUR CHRISTMAS PROGRAM, SCHOLARSHIPS TO LOCAL HIGH SCHOOL STUDENTS AND BACK-TO-SCHOOL ASSISTANCE FOR FAMILIES IN NEED | $3,250 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | TO PROVIDE PATIENT CARE TO CHILDREN, FREE OF CHARGE & TO ADVANCE SCIENTIFIC DISCOVERIES THAT LEAD TO BETTER WAYS TO TREAT & CURE CATASTROPHIC DISEASES OF CHILDHOOD. | $6,000 |
| ST KILLIANS CATHOLIC CHURCH | |||||||
| 26872 ESTANCIERO DRIVE | MISSION VIEJO | CA | 92691 | N/A | PC | CONTINUE MISSION TO PROVIDE CHILDREN'S RELIGIOUS EDUCATION | $2,500 |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 3821 ADAMS STREET | CARLSBAD | CA | 92008 | N/A | PC | EMPLOYEE MATCHING | $500 |
| ST PATRICK CATHOLIC SCHOOL | |||||||
| 3820 PIO PICO DRIVE | CARLSBAD | CA | 92008 | N/A | PC | TO IMPROVE SCHOOL SECURITY | $2,500 |
| THE ELIZABETH HOSPICE INC | |||||||
| 500 LA TERRAZA BLVD SUITE 130 | ESCONDIDO | CA | 92025 | N/A | PC | PROVIDES MEDICAL, EMOTIONAL AND SPIRITUAL SUPPORT TO CHILDREN AND ADULTS FACED WITH THE CHALLENGES ASSOCIATED WITH A LIFE-LIMITING ILLNESS, AND RESTORES HOPE TO GRIEVING CHILDREN IN SD AND RVIERSIDE COUNTY | $5,000 |
| THE NATIONAL ALUMNI ASSOCIATION OF STILLMAN COLLEGE | |||||||
| PO BOX 881642 | LOS ANGELES | CA | 90009 | N/A | PC | TO PROVIDE SCHOLARSHIP FOR DESERVING STUDENTS | $2,000 |
| THOMAS HOUSE TEMPORARY SHELTER | |||||||
| PO BOX 2737 | GARDEN GROVE | CA | 92842 | N/A | PC | TO PROVIDE A SAFE, SUPPORTIVE ENVIRONMENT & NECESSARY RESOURCES FOR HOMELESS FAMILIES WITH CHILDREN TO REMAIN TOGETHER. | $10,000 |
| TOY INDUSTRY FOUNDATION | |||||||
| 1375 BROADWAY SUITE 1001 | NEW YORK | NY | 10018 | N/A | PC | TO HELP CHILDREN IN NEED | $6,900 |
| UNICEF USA | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | PROVIDE VARIOUS HEALTHCARE, SANITATION NEEDS, NUTRITION, EDUCATION, EMERGENCY RELIEF, AND MORE | $14,445 |
| WHAT ABOUT REMEMBERING ME CENTER INC | |||||||
| 809 LIPSCOMB ST | FORT WORTH | TX | 76104 | N/A | PC | YEAR-ROUND GRIEF SUPPORT SERVICES TO CHILDREN AGES 3 TO 18 AND THEIR FAMILIES, AS WELL AS YOUNG ADULTS AGES 19 TO 25, WHO HAVE EXPERIENCED THE DEATH OF A LOVED ONE | $5,000 |
| WOMEN IN TOYS | |||||||
| 1375 BROADWAY SUITE 1001 | NEW YORK | NY | 10018 | N/A | PC | TO PROVIDE A PROFESSIONAL NETWORKING BASE FOR WOMEN WORKING WITHIN THE TOY, ENTERTAINMENT AND LICENSING INDUSTRIES AND TO ACKNOWLEDGE AND PROMOTE THE ACHIEVEMENTS OF THESE WOMEN | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,695 | 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 | $97,921 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $254,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,555 | 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 | $4,800 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $750,734 | EOYBookValueAmt |
| EOYFMV | $976,746 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,405,507 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,425,444 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $178,223 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $811 | $0 | $811 |
| BANK FEES | $1,198 | $1,198 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $34,793 | Amt |
| Net Investment Income | $34,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $50 | $0 | $50 |
| FEDERAL INCOME TAXES | $3,000 | $0 | $0 |