MCCORD FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCCORD FAMILY FOUNDATION INC (EIN 20-0094163)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349100638
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T13:05:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811227223 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANN GELON GLODNEY GUMEROVE YEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 200094163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCCORD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | % MANN GELON GLODNEY GUMEROVE YEE LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCO | BusinessNameControlTxt |
| Phone | 7725322074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST STE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN C MCCORD | PersonNm |
| Person Title | PRESIDENT/CHAIRMAN | PersonTitleTxt |
| Phone | 7725322074 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | MCCORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN GELON | PreparerPersonNm |
| PTIN | P00151575 | PTIN |
| Phone | 3102773633 | PhoneNum |
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 | $360,662 | 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 |
| Dividends Rev And Expnss | $7,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,058 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,286 | 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 | $4,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $2,282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,282 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,858 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,858 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,858 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,129 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $4,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,141 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $412,905 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $319,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $351,002 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $675 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,519 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,519 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $413,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $328,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $360,662 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,554 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,554 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $404,026 | RetainedEarningBOYAmt |
| Retained Earning EOY | $328,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $404,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $328,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $413,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $328,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $404,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,129 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $328,897 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $328,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB #9566-PUBLICLY TRADED SECURITIES | P | $181,651 | $152,383 | $29,268 | $29,268 |
| CAPITAL GAINS DIVIDENDS | P | $2,790 | $2,790 | $2,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,058 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $613 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,113 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $618 | OverpaymentAmt |
| Applied To ES Tax | $618 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7725322074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST STE 950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN C MCCORD | ||||||||
| MGGGY 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | PRESIDENT/CHAIRMAN | 0.50 | $0 | $0 | $0 |
| SUSAN H MCCORD | ||||||||
| MGGGY 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | SECRETARY/TREASURER/DIRECT | 0.50 | $0 | $0 | $0 |
| JOHN C MCCORD JR | ||||||||
| MGGGY 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CATHERINE MCCORD | ||||||||
| MGGGY 1880 CENTURY PARK EAST 950 | LOS ANGELES | CA | 90067 | DIRECTOR | 0.50 | $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 | $416,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $421,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $415,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $495 | TotalTaxAmt |
| Distributable Before Adj | $20,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,858 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,858 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,226 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,505 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,444 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $66,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $225,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,858 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $312,751 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,226 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $289,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,505 | ExcessFromYear4Amt |
| Excess From Year3 | $40,444 | ExcessFromYear3Amt |
| Excess From Year2 | $66,730 | ExcessFromYear2Amt |
| Excess From Year1 | $84,260 | ExcessFromYear1Amt |
| Excess From Current Year | $87,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN C MCCORD | ContributingManagerNm |
| Contributing Manager | SUSAN H MCCORD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY | |||||||
| 1729 17TH AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,929 |
| CHILD CARE RESOURCES | |||||||
| 2300 FIFTH AVENUE SUITE 149 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CROSSOVER MISSION INC | |||||||
| 1965 42ND AVENUE SUITE 3 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| FLORIDA STATE UNIVERSITY FOUNDATION | |||||||
| 325 W COLLEGE AVE | TALLAHASSEE | FL | 323011403 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,950 |
| INDIAN RIVER LAND TRUST | |||||||
| 80 ROYAL PALM DRIVE STE 301 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | CAMPAIGN TO SAVE INDIAN RIVER LAGOON | $5,000 |
| INDIAN RIVER STATE COLLEGE FOUNDATION | |||||||
| 3209 VIRGINIA AVENUE | FORT PIERCE | FL | 34981 | NONE | PUBLIC CHARITY | GENERAL FUND | $979 |
| JOHN'S ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 660 BEACHLAND BLVD 208 | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| ORANGE COAST COLLEGE FOUNDATION | |||||||
| 2701 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,000 |
| RIVERSIDE THEATRE | |||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ST FRANCIS IN THE FIELDS | |||||||
| 6710 WOLF PEN BRANCH ROAD | HARRODS CREEK | KY | 400270225 | NONE | PUBLIC CHARITY | HONORARIUM | $5,000 |
| ST MARY'S SCHOOL | |||||||
| 7 PURSUIT | ALISO VIEJO | CA | 92656 | NONE | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 100 THEORY SUITE 250 | IRVINE | CA | 92617 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| VERMONT ACADEMY | |||||||
| 10 LONG WALK | SAXTONS RIVER | VT | 05154 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| VERO BEACH MUSEUM OF ART | |||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 329631807 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,858 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,228 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,058 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,286 | 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 FEES | CategoryTxt |
| Amt | $4,275 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARK INNOVATION ETF | AT COST | $2,725 | $4,824 |
| BLACKROCK SYSTEMATIC MULTI STRATEGY INST | AT COST | $10,709 | $11,049 |
| DFA EMERGING MKTS CORE | AT COST | $5,211 | $6,654 |
| DFA GLBL REAL ESTATE | AT COST | $6,270 | $7,868 |
| DFA INTERNATIONAL VECTOR | AT COST | $5,184 | $7,391 |
| DFA INVESTMENT GRADE | AT COST | $32,708 | $36,135 |
| DFA US VECTOR EQUITY I | AT COST | $10,999 | $17,410 |
| FIDELITY PACIFIC BASIN | AT COST | $9,000 | $7,523 |
| INFINITY Q DIVERSIFIED A | AT COST | $8,907 | $24 |
| ISHARES EDGE MSCI MIN VOL USA ETF | AT COST | $6,670 | $10,760 |
| ISHARES GOLD TRUST | AT COST | $7,005 | $7,484 |
| PIMCO ACTIVE BOND ETF | AT COST | $45,188 | $46,171 |
| PIMCO TRENDS MANAGED FUT | AT COST | $7,000 | $7,135 |
| ROBO GLBL HLTHCR TECH ETF | AT COST | $9,072 | $8,061 |
| SPDR DOUBLELINE TTL TRTN ETF | AT COST | $45,963 | $44,121 |
| VANGUARD FTSE ALL AROUND ETF | AT COST | $6,052 | $6,128 |
| VANGUARD SHORT-TERM BOND ETF | AT COST | $43,560 | $43,648 |
| VANGUARD TOTAL STOCK MKT ETF | AT COST | $17,397 | $36,457 |
| VIRTUS SEIX TOTAL RETURN | AT COST | $33,210 | $34,930 |
| WISDOMTREE INTER HDG QLY ETF | AT COST | $6,407 | $7,229 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT RECEIVABLE | Desc |
| BOY Book Value | $675 | BOYBookValueAmt |
| EOY Book Value | $5,519 | EOYBookValueAmt |
| EOYFMV | $5,519 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES AND OTHER INVESTING EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,282 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,282 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT-TERM CASH DEFICIT | Desc |
| BOY Book Value | $9,554 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |