BLUEBIRD LEGACY INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BLUEBIRD LEGACY INC (EIN 47-4762218)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104918
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- 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 | 2022-11-14T12:41:25-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752995056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBER FINANCIAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 E Katella Ave Suite B | AddressLine1Txt |
| City | Orange | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92867 | 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 | 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 | 9495521181 | 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 | 92606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GOLD BUBIER | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 9495521181 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | GOLD BUBIER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREN OBER CPA | PreparerPersonNm |
| PTIN | P00166798 | PTIN |
| Phone | 7147717570 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $41,897,455 | 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 | $68,448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $543,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $543,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,010,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,754,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,010,410 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,621,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,621,923 | 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 |
| Pension Empl Bnft Rev And Expnss | $63,861 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,772 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $51,089 | 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 | $39,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,038 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $35,982 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $167,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,880 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $174,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $165,821 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,660 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,182 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $670 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,512 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $590,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $375,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $214,223 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,183,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,183,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,773,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $375,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,397,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,245,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,672 | CashBOYAmt |
| Cash EOY | $176,553 | CashEOYAmt |
| Cash EOYFMV | $176,553 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,539,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,739,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,739,542 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $32,807,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,953,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,953,360 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $36,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $36,434,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,897,455 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,897,455 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $417 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $413 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $417 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $413 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $36,434,058 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $41,897,042 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,434,058 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,897,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,434,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,897,455 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,434,058 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,761 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,614,745 | OtherIncreasesAmt |
| Subtotal | $41,897,042 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,897,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,010,410 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,319 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,319 | SubtotalAmt |
| Tax Based On Investment Income | $17,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $10,672 | OverpaymentAmt |
| Applied To ES Tax | $10,672 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OBER FINANCIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7147717570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 E KATELLA AVENUE B | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GOLD BUBIER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3972 BARRANCA PKWY J-609 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,380,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,753,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,133,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $39,133,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $587,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,546,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,927,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,927,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,319 | TotalTaxAmt |
| Distributable Before Adj | $1,910,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,910,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,910,029 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,397,723 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,397,723 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,910,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $921,389 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,397,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $921,389 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $476,334 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,433,695 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| access books | |||||||
| po box 64951 | los angeles | CA | 90064 | N/A | EOF | charitable qualifying distribution | $40,000 |
| boys & girls club of central oc | |||||||
| 250 n golden cir 104 | santa ana | CA | 92705 | N/A | EOF | charitable qualifying distribution | $30,000 |
| boys & girls club of tustin | |||||||
| 580 w sixth st | tustin | CA | 92780 | N/A | EOF | charitable qualifying distribution | $25,000 |
| CASA of Los Angeles | |||||||
| 201 Centre Plaza Dr 1100 | monterey park | CA | 91754 | N/A | EOF | charitable qualifying distribution | $25,000 |
| CASA of Orange County | |||||||
| 1505 East 17th St 214 | santa ana | CA | 92705 | N/A | EOF | charitable qualifying distribution | $25,000 |
| CASA of SAN BERNARDINO | |||||||
| 851 S MT VERNON 7A | COLTON | CA | 92324 | N/A | EOF | charitable qualifying distribution | $25,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | N/A | EOF | charitable qualifying distribution | $54,000 |
| COUNCIL ON AGING SO CAL | |||||||
| 2 EXECUTIVE CIR 175 | IRVINE | CA | 92614 | N/A | EOF | charitable qualifying distribution | $30,000 |
| Direct Relief | |||||||
| 27 S La Patera Ln | santa barbara | CA | 93117 | N/A | EOF | charitable qualifying distribution | $50,000 |
| Facing History and Ourselves | |||||||
| 350 S Bixel St 160 | los angeles | CA | 90017 | N/A | EOF | charitable qualifying distribution | $20,000 |
| Families Forward | |||||||
| 8 Thomas | IRVINE | CA | 92618 | N/A | EOF | charitable qualifying distribution | $35,000 |
| First Place for Youth | |||||||
| 426 17th St | oakland | CA | 94612 | N/A | EOF | charitable qualifying distribution | $25,000 |
| Harmony Project | |||||||
| 4322 Wilshire Blvd 101 | los angeles | CA | 90010 | N/A | EOF | charitable qualifying distribution | $25,000 |
| hillsides | |||||||
| 815 Colorado Blvd 300 | los angeles | CA | 90041 | N/A | EOF | charitable qualifying distribution | $25,000 |
| JED FOUNDATION | |||||||
| 6 EAST 9TH ST 1204 | NEW YORK | NY | 10016 | N/A | EOF | charitable qualifying distribution | $69,500 |
| Jewish Family Services of Los Angeles | |||||||
| 3580 Wilshire Blvd 700 | los angeles | CA | 90010 | N/A | EOF | charitable qualifying distribution | $25,000 |
| John Burton Advocates for Youth | |||||||
| 235 Montgomery St 1142 | san Francisco | CA | 94104 | N/A | EOF | charitable qualifying distribution | $25,000 |
| Holocaust Museum of Los Angeles | |||||||
| 100 S The Grove Dr | los angeles | CA | 90036 | N/A | EOF | charitable qualifying distribution | $15,000 |
| Meals on Wheels Orange County | |||||||
| 1200 N Knollwood Cir | ANAHEIM | CA | 92801 | N/A | EOF | charitable qualifying distribution | $35,000 |
| Museum of Tolerance | |||||||
| 1399 S Roxbury Dr | Los angeles | CA | 90035 | N/A | EOF | charitable qualifying distribution | $35,000 |
| Pacific Symphony | |||||||
| 17620 Fitch St 100 | irvine | CA | 92614 | N/A | EOF | charitable qualifying distribution | $30,000 |
| Philharmonic Society of Orange County | |||||||
| 2082 Business Center Dr 100 | irvine | CA | 92612 | N/A | EOF | charitable qualifying distribution | $30,000 |
| Riverside County Philharmonic | |||||||
| PO Box 1601 | riverside | CA | 92502 | N/A | EOF | charitable qualifying distribution | $15,000 |
| San Bernardino Symphony Association | |||||||
| 198 N Arrowhead Ave | san bernardino | CA | 92408 | N/A | EOF | charitable qualifying distribution | $30,000 |
| Sandy Hook Promise | |||||||
| PO Box 3489 | Newtown | CT | 06470 | N/A | EOF | charitable qualifying distribution | $20,000 |
| SCHOOL ON WHEELS | |||||||
| PO BOX 23371 | VENTURA | CA | 93002 | N/A | EOF | charitable qualifying distribution | $25,000 |
| Seneca Family of Agencies | |||||||
| 180 Park Court Pl H | SANTA ana | CA | 92701 | N/A | EOF | charitable qualifying distribution | $30,000 |
| South Coast Repertory | |||||||
| PO Box 2197 | costa mesa | CA | 92628 | N/A | EOF | charitable qualifying distribution | $30,000 |
| Western Youth Services | |||||||
| 23461 S Pointe Dr 220 | LAGUNA HILLS | CA | 92653 | N/A | EOF | charitable qualifying distribution | $15,000 |
| YMCA of Orange County | |||||||
| 13821 Newport Ave 200 | tustin | CA | 92780 | N/A | EOF | charitable qualifying distribution | $30,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | N/A | EOF | charitable qualifying distribution | $30,000 |
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | N/A | EOF | charitable qualifying distribution | $40,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | LOS angeles | CA | 90058 | N/A | EOF | charitable qualifying distribution | $40,000 |
| SECOND HARVEST FOOD BANK OF ORANGE CTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | N/A | EOF | charitable qualifying distribution | $30,000 |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH ST 3801 | SANTA MONICA | CA | 90404 | N/A | EOF | charitable qualifying distribution | $25,000 |
| ALL HANDS AND HEARTS | |||||||
| 6 COUNTY ROAD 6 | MATTAPOISETT | MA | 02739 | N/A | EOF | charitable qualifying distribution | $50,000 |
| SBP FKA ST BERNARD PROJECT | |||||||
| 2645 Toulouse Street | NEW ORLEANS | LA | 70119 | N/A | EOF | charitable qualifying distribution | $25,000 |
| TEAM RUBICON | |||||||
| 5230 Pacific Concourse Drive 200 | LOS ANGELES | CA | 90045 | N/A | EOF | charitable qualifying distribution | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,183,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,448 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,010,410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,621,923 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,621,923 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCTG & TAX PREP | $15,190 | $3,038 | $0 | $12,152 |
| AUDIT FEES | $23,830 | $0 | $0 | $23,830 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INVESTMENT PORTFOLIO | StockNm |
| EOY Book Value | $39,953,360 | EOYBookValueAmt |
| EOYFMV | $39,953,360 | EOYFMVAmt |
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 |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX DEPOSITS | Desc |
| BOY Book Value | $36,000 | BOYBookValueAmt |
| EOY Book Value | $28,000 | EOYBookValueAmt |
| EOYFMV | $28,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $1,293 | $259 | $1,034 |
| PAYROLL PROCESSING FEES | $1,847 | $369 | $1,478 |
| TAX FILING PENALTY | $42 | $42 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINAL CORPUS TRANSFER FROM DAVID B GOLD FOUNDATION | Desc |
| Amt | $22,544 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $417 | BOYBookValueAmt |
| EOY Book Value | $413 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $167,635 | $167,635 | $0 | $0 |
| OUTSIDE SERVICES | $11,880 | $0 | $0 | $11,880 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $163,777 | $163,777 | |
| FILING FEES | $486 | $486 | |
| PAYROLL TAXES | $10,218 | $2,044 | $8,174 |