BLUEBIRD LEGACY INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BLUEBIRD LEGACY INC (EIN 47-4762218)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202103169349104250
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases 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 | 2021-11-12T14:54:04-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330072380 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL DISTEFANO CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3865 | AddressLine1Txt |
| City | TUSTIN | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 927813865 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 NO J-609 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926061204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GOLD BUBIER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9495521181 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL DISTEFANO | PreparerPersonNm |
| PTIN | P00885357 | PTIN |
| Phone | 7146661234 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $36,434,475 | 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 |
| Interest On Sav Rev And Expnss | $67,527 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $67,527 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $453,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $453,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,481,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,414,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,481,167 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,002,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,002,077 | 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 | $67,720 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,544 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,176 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,816 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,264 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $145,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,901 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,607 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,730 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,877 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $403,972 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $219,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $184,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,652,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,652,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,056,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $219,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,836,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,945,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,782,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$4,341 | CashBOYAmt |
| Cash EOY | $51,672 | CashEOYAmt |
| Cash EOYFMV | $51,672 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $774,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,539,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,539,294 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $31,798,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,807,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,807,509 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,877 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,877 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $36,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,604,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,434,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,434,475 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,190 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $417 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,190 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $417 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,602,486 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $36,434,058 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,602,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $36,434,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,604,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,434,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,602,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,945,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,126 | OtherIncreasesAmt |
| Subtotal | $42,553,458 | SubtotalAmt |
| Other Decreases | $6,119,400 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $36,434,058 | 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 |
|---|---|---|---|---|---|---|
| SCHWAB ACCT TRADES | 2019-01-01 | 2020-12-31 | $37,401,447 | $25,933,363 | $11,468,084 | $11,468,084 |
| SCHWAB CAP GAIN DISTRIBUTIONS | 2019-01-01 | 2020-12-31 | $13,083 | $13,083 | $13,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,481,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $163,777 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $163,777 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $163,777 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $139,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $175,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $11,181 | OverpaymentAmt |
| Applied To ES Tax | $11,181 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL DISTEFANO CPA | IndividualWithBooksNm |
| Phone | 7146661234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 N ARMANDO STREET | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 928062609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE GOLD BUBIER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18692 SECLUSION WAY | AddressLine1Txt |
| City | SANTA ANA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 927053237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $130,000 | CompensationAmt |
| Employee Benefit Program | $32,500 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $32,302,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,180,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,483,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,483,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $517,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,966,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,698,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,698,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $163,777 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $163,777 | TotalTaxAmt |
| Distributable Before Adj | $1,534,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,534,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,534,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,836,694 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,836,694 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,836,694 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,534,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,223,544 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,836,694 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,223,544 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $613,150 | 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 | $921,389 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| BOYS & GIRLS CLUB OF CENTRAL OC | |||||||
| 250 N GOLDEN CIR 104 | SANTA ANA | CA | 92705 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $30,000 |
| BOYS & GIRLS CLUB OF TUSTIN | |||||||
| 580 W SIXTH ST | TUSTIN | CA | 92780 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DR 1100 | MONTEREY PARK | CA | 91754 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| CASA OF ORANGE COUNTY | |||||||
| 1505 EAST 17TH ST 214 | SANTA ANA | CA | 92705 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| CASA OF SAN BERNARDINO | |||||||
| 851 S MT VERNON 7A | COLTON | CA | 92324 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $15,000 |
| CHALLENGE SUCCESS | |||||||
| PO BOX 20053 | STANFORD | CA | 94309 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| COUNCIL ON AGING SO CAL | |||||||
| 2 EXECUTIVE CIR 175 | IRVINE | CA | 92614 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LN | SANTA BARBARA | CA | 93117 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $275,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 350 S BIXEL ST 160 | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $17,500 |
| FAMILIES FORWARD | |||||||
| 8 THOMAS | IRVINE | CA | 92618 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $35,000 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 200906749 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| FIRST PLACE FOR YOUTH | |||||||
| 426 17TH ST | OAKLAND | CA | 94612 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| FOCUSING PHILANTHROPY | |||||||
| 1637 16TH ST 3801 | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| FOODBANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $35,000 |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| HILLSIDES | |||||||
| 815 COLORADO BLVD 300 | LOS ANGELES | CA | 90041 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $15,000 |
| JED FOUNDATION | |||||||
| 6 EAST 9TH ST 1204 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $15,000 |
| JEWISH FAMILY SERVICES OF LOS ANGELES | |||||||
| 3580 WILSHIRE BLVD 700 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| JOHN BURTON ADVOCATES FOR YOUTH | |||||||
| 235 MONTGOMERY ST 1142 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||||
| 100 S THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $10,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $35,000 |
| MEALS ON WHEELS ORANGE COUNTY | |||||||
| 1200 N KNOLLWOOD CIR | ANAHEIM | CA | 92801 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $35,000 |
| MUSEUM OF TOLERANCE | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH ST 100 | IRVINE | CA | 92614 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| PHILHARMONIC SOCIETY OF ORANGE COUNTY | |||||||
| 2082 BUSINESS CENTER DR 100 | IRVINE | CA | 92612 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| RIVERSIDE COUNTY PHILHARMONIC | |||||||
| PO BOX 1601 | RIVERSIDE | CA | 92502 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $15,000 |
| SAN BERNARDINO SYMPHONY ASSOCIATION | |||||||
| 198 N ARROWHEAD AVE | SAN BERNARDINO | CA | 92408 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| SANDY HOOK PROMISE | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $15,000 |
| SCHOOL ON WHEELS | |||||||
| PO BOX 23371 | VENTURA | CA | 93002 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $30,000 |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | |||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| SENECA FAMILY OF AGENCIES | |||||||
| 180 PARK COURT PL H | SANTA ANA | CA | 92701 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $20,000 |
| SOUTH COAST REPERTORY | |||||||
| PO BOX 2197 | COSTA MESA | CA | 92628 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $25,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $534,759 |
| WESTERN YOUTH SERVICES | |||||||
| 23461 S POINTE DR 220 | LAGUNA HILLS | CA | 92653 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $65,000 |
| YMCA OF ORANGE COUNTY | |||||||
| 13821 NEWPORT AVE 200 | TUSTIN | CA | 92780 | NONE | 501(C)(3) | CHARITABLE QUALIFYING DISTRIBUTION | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,652,259 | 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 | $67,527 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $453,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,481,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,002,077 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,002,077 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $9,080 | Amt |
| Net Investment Income | $1,816 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,264 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER HEREBY ELECTS UNDER IRC REG SEC 53.4942(A)-3(D)(2) TO APPLY THE PORTION NEEDED FROM THE EXCESS 2020 QUALIFYING DISTRIBUTIONS REMAINING TO THE REQUIRED DISTRIBUTIONS FOR 2019. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB ACCOUNTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $32,807,509 | BookValueAmt |
| EOYFMV | $32,807,509 | EOYFMVAmt |
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 | $36,000 | EOYBookValueAmt |
| EOYFMV | $36,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION ON BROKERAGE ACCOUNTS | Desc |
| Amt | $6,119,400 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE & MAILING | $820 | $0 | $820 |
| OFFICE SUPPLIES | $957 | $0 | $957 |
| MISCELLANEOUS | $1,160 | $1,160 | $0 |
| PAYROLL PROCESSING FEES | $1,800 | $360 | $1,440 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPUS TRANSFER FROM DAVID B GOLD FOUNDATION | Desc |
| Amt | $5,126 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,190 | BOYBookValueAmt |
| EOY Book Value | $417 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $138,927 | $138,927 | $0 |
| OUTSIDE SERVICES | $6,901 | $0 | $6,901 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $215 | $0 | $215 |
| FEDERAL EXCISE TAXES | $35,565 | $35,565 | $0 |
| PAYROLL TAXES | $10,827 | $2,165 | $8,662 |