IN & SUSANNA H VAN NUYS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IN & SUSANNA H VAN NUYS FOUNDATION (EIN 95-6006019)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-08-25
- IRS object ID
- 202242379349100424
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-25T18:34:16-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 w OLYMPIC BLVD 11TH FLR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956006019 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IN & SUSANNA H VAN NUYS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MR GEORGE BENDER | InCareOfNm |
| Business Name Control | IN&S | BusinessNameControlTxt |
| Phone | 3108886323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 11TH FLOOR | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE BENDER | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 2136838790 | PhoneNum |
| Signature | 2022-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | BENDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S DREYER | PreparerPersonNm |
| PTIN | P00002084 | PTIN |
| Phone | 3105661900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,063,621 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $855,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $855,930 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,349 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,352,196 | GrossSalesPriceAmt |
| Total Rev And Expnss | $934,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $855,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,453 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,227 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,226 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $133,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,405 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,802 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,530 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,179,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,179,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,361,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,198,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $704,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,433,243 | CashBOYAmt |
| Cash EOY | $1,542,338 | CashEOYAmt |
| Cash EOYFMV | $1,542,338 | CashEOYFMVAmt |
| US Government Obligations BOY | $559,362 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $558,055 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $552,946 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,483,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,485,749 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,764,134 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,632,460 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,095,840 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,204,203 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,109,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,681,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,063,621 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,109,060 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,681,982 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,109,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,681,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,109,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,681,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,109,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,078 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,681,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,681,982 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,790 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,790 | SubtotalAmt |
| Tax Based On Investment Income | $9,790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,289 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,289 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,499 | OverpaymentAmt |
| Applied To ES Tax | $2,499 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR GEORGE BENDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108886323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ROXBURY DRIVE SUITE 600 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A BENDER | ||||||||
| 400 N Roxbury Drive Ste 600 | Beverly Hills | CA | 90210 | CO-TRUSTEE | 2.0 | $4,000 | $0 | $0 |
| MARIBETH BORTHWICK | ||||||||
| 400 N Roxbury Drive Ste 600 | Beverly Hills | CA | 90210 | CO-TRUSTEE | 2.0 | $4,000 | $0 | $0 |
| BRUCE PHERSON JR | ||||||||
| 400 N Roxbury Drive Ste 600 | Beverly Hills | CA | 90210 | CO-TRUSTEE | 2.0 | $4,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY NATIONAL BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 S FLOWER STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $133,405 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,649,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,487,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,137,749 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,137,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $392,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,745,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,287,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,287,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,790 | TotalTaxAmt |
| Distributable Before Adj | $1,277,494 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,277,494 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,277,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,198,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,198,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,277,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,178,567 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,198,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,178,567 | AppliedToYear1Amt |
| Applied To Current Year | $20,356 | 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 |
| Undistributed Income CY | $1,257,138 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| MC 105-40 | PASADENA | CA | 91125 | UNRELATED | PC | GENERAL SUPPORT | $44,910 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD MS 29 | LOS ANGELES | CA | 90027 | UNRELATED | PC | GENERAL SUPPORT | $53,894 | |
| BRAILLE INSTITUTE | ||||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | |
| THE HUNTINGTON LIBRARY ART COLLECTIONS & BOTANIC | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | UNRELATED | PC | GENERAL SUPPORT | $17,965 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | UNRELATED | PC | GENERAL SUPPORT | $8,981 | |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY | ||||||||
| 900 EXPOSITION BOULEVARD | LOS ANGELES | CA | 90007 | UNRELATED | PC | GENERAL SUPPORT | $8,981 | |
| HOMES 4 FAMILIES | ||||||||
| 21031 Ventura Blvd 610 | WOODLAND HILLS | CA | 91364 | UNRELATED | PC | GENERAL SUPPORT | $40,000 | |
| ST JOHN'S EPISCOPAL CHURCH | ||||||||
| 514 WEST ADAMS BOULEVARD | LOS ANGELES | CA | 90007 | UNRELATED | PC | GENERAL SUPPORT | $500 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 021818201 | UNRELATED | PC | GENERAL SUPPORT | $89,824 | |
| Hollenbeck Palms | ||||||||
| 573 South Boyle Avenue | Los Angeles | CA | 90033 | Unrelated | PC | General Support | $10,000 | |
| Phillips Academy | ||||||||
| 3404 W 1st Street | Los Angeles | CA | 90004 | UNRELATED | PC | General Support | $10,000 | |
| St Joseph's Indian School | ||||||||
| 1301 N Main Street | Chamberlain | SD | 57325 | unrelated | PC | general purposes | $25,000 | |
| ACCESS BOOKS | ||||||||
| ORTON AVE | LOS ANGELES | CA | 90064 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | |
| GEORGE WASHINGTON MT VERNON ESTATE | ||||||||
| 3200 MOUNT VERNON MEMORIAL HWY | MOUNT VERNON | VA | 22121 | UNRELATED | PC | GENERAL SUPPORT | $50,000 | |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||||
| 630 W 5TH ST | LOS ANGELES | CA | 90071 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | |
| CAMPBELL HALL | ||||||||
| 4533 LAUREL CAYON BLVD | STUDIO CITY | CA | 91607 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | |
| HILLSIDES | ||||||||
| 815 COLORADO BLVD | LOS ANGELES | CA | 90041 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | SUITE 300 |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET | LOS ANGELES | CA | 90012 | UNRELATED | PC | GENERAL SUPPORT | $20,000 | SUITE 240 |
| UPLIFT FAMILY SERVICES | ||||||||
| 815 N EL CENTRO AVENUE | LOS ANGELES | CA | 90038 | UNRELATED | PC | GENERAL SUPPORT | $10,000 | |
| ELEPHANT SANCTUARY | ||||||||
| 27 E MAIN ST | HOHENWAID | TN | 38462 | UNRELATED | PC | GENERAL SUPPORT | $45,000 | |
| EPISCOPAL HOME COMMUNITIES | ||||||||
| 605 E HUNTINGTON DR SUITE 207 | MONROVIA | CA | 91016 | UNRELATED | PC | GENERAL SUPPORT | $10,000 | |
| VIEWPOINT SCHOOL | ||||||||
| 23620 MULHOLLAND HWY | CALABASAS | CA | 91302 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 S ROSSMORE AVE | LOS ANGELES | CA | 90004 | UNRELATED | PC | GENERAL SUPPORT | $50,000 | |
| PIH HEALTH FOUNDATION | ||||||||
| 7612 GREENLEAF AVE | WHITTIER | CA | 90602 | UNRELATED | PC | GENERAL SUPPORT | $474,112 | |
| ST MATTHEW'S MUSIC GUILD | ||||||||
| 1031 BIENVENEDA AVE | PACIFIC PALISADES | CA | 90272 | UNRELATED | PC | GENERAL SUPPORT | $25,000 | |
| THE BUCKLEY SCHOOL | ||||||||
| 39000 STANSBURY AVE | SHERMAN OAK | CA | 91423 | UNRELATED | PC | GENERAL SUPPORT | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,179,167 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $855,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $934,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $934,279 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,453 | Amt |
| Net Investment Income | $12,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,226 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| ORGANNON & CO | 2021-06 | $19,494 | $12,790 | $6,704 |
| CONOCOPHILLIPS | 2021-08 | $678,016 | $684,366 | -$6,350 |
| BOEING CO 8.750% 8/15/21 | 2021-08 | $250,000 | $263,830 | -$13,830 |
| DOW CHEMICAL CO 4.550% 11/30/25 | 2021-08 | $265,653 | $247,902 | $17,751 |
| SYLVAMO CORP | $30,175 | $32,626 | -$2,451 | |
| KYNDRYL HOLDINGS INC | 2022-02 | $4,476 | $8,885 | -$4,409 |
| WARNER BROS DISCOVERY INC CL A | $104,382 | $23,448 | $80,934 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES | IdentifierTxt |
| Form And Line Reference | SELF-DEALING (IRC SECTION 4941) - COMPENSATION OR PAID/REIMBURSED EXPENSES | FormAndLineReferenceDesc |
| Medium Explanation | THREE TRUSTEES WERE PAID $4,000 EACH IN TRUSTEE FEES. THE SERVICES ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTL. BUSINESS MACHINES CORP. | $243,750 | $281,503 |
| FLEET FINANCIAL GROUP INC. | $256,102 | $281,443 |
| ALCOA, INC. | $251,042 | $264,200 |
| LOEWS CORP. | $245,258 | $277,050 |
| SUNTRUST BANKS | $250,982 | $269,233 |
| HSBC BANK USA | $250,000 | $268,628 |
| KINDER MORGAN ENERGY | $265,745 | $263,378 |
| AMERICAN EXPRESS CO | $264,397 | $256,853 |
| BOEING CO | $0 | $0 |
| ZENECA WILMINGTON | $269,146 | $265,155 |
| CVS HEALTH CORP | $276,138 | $273,723 |
| ENERGY TRANSFER PARTNERS | $234,295 | $224,038 |
| CITIGROUP INC | $271,063 | $261,525 |
| DOW CHEMICAL CO/THE | $17,922 | $17,474 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VERIZON COMMUNICATIONS | $93,755 | $615,480 |
| AT&T | $176,705 | $536,614 |
| PFIZER INCORPORATED | $54,788 | $1,060,800 |
| EXXON MOBIL CORPORATION | $22,332 | $960,000 |
| KIMBERLY CLARK CORPORATION | $30,186 | $1,330,200 |
| 3M CO | $82,033 | $1,268,965 |
| JOHNSON & JOHNSON | $175,350 | $628,355 |
| SOUTHERN COMPANY | $349,560 | $907,920 |
| ALTRIA GROUP INCORPORATED | $5,402 | $811,350 |
| DUPONT DE NEMOURS INC | $156,982 | $347,935 |
| PHILIP MORRIS INTERNATIONAL | $12,310 | $1,593,750 |
| S&P GLOBAL INC | $72,464 | $1,223,180 |
| INTEL CORP. | $360,000 | $799,560 |
| IBM | $178,388 | $208,260 |
| APPLE INC. | $340,706 | $2,381,440 |
| CONOCO PHILLIPS | $0 | $0 |
| WELLTOWER INC REIT | $461,953 | $712,720 |
| JP MORGAN CHASE & CO. | $367,239 | $925,610 |
| MERCK & CO. INC. | $258,960 | $579,789 |
| CISCO | $172,013 | $337,875 |
| DOW INC | $109,583 | $348,601 |
| OTIS WORLDWIDE CORP | $76,572 | $223,200 |
| RAYTHEON TECHNOLOGIES CORP | $170,074 | $570,720 |
| INTERNATIONAL PAPER CO | $564,206 | $581,400 |
| DUKE ENERGY CORP | $531,210 | $675,120 |
| CHEVRON CORPORATION | $662,978 | $1,135,290 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $298,019 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $314,343 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $260,036 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $238,603 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LIABILITY COVERAGE FOR TTEES | $750 | $750 |
| EXPONENT PHILANTHROPY | $780 | $780 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $133,405 | Amt |
| Net Investment Income | $133,405 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAXES | $4,774 |
| STATE TAXES | $5,953 |
| REGISTRY OF CHARITABLE TRUSTS | $75 |