ELIZABETH BIXBY JANEWAY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH BIXBY JANEWAY FOUNDATION (EIN 95-2466561)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-01-27
- IRS object ID
- 202120279349100412
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-27T16:25:08-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952466561 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH BIXBY JANEWAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 3105578100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST NO 4000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARI LEINWAND | PersonNm |
| Person Title | CFO & SECRETARY | PersonTitleTxt |
| Phone | 3105578100 | PhoneNum |
| Signature | 2021-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $38,825,810 | 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 | $214,729 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $214,729 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,095,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,110,804 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,067,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,188,028 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,067,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,377,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,393,318 | 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 | $39,193 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,394 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,798 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $212,651 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,651 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $180 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $431,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $227,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,016 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,580,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,580,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,011,238 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $227,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,605,016 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $366,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,166,273 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $481,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,162 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $792,162 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $720,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $720,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $720,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $720,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $261,187 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,733,979 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,565,196 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,127,814 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,356,116 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,841,748 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,185,834 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,552,361 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,919,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,825,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $26,552,361 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,919,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,552,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,919,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,552,361 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,919,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,552,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $366,745 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,919,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,919,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $6,139,370 | $5,120,243 | $1,019,127 | $1,019,127 | |
| CAPITAL GAINS DIVIDENDS | $48,658 | $48,658 | $48,658 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,067,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,683,239 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,505,608 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042608 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,780,530 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,811,225 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044724 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,877,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,038,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,825,364 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,871,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053891 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,719,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,040,782 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047697 | DistributionYr5Rt |
| Total Distribution | 0.239597 | TotalDistributionRt |
| Average Distribution | 0.047919 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,031,355 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,822,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,663 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,844,088 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,605,016 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $118,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74,675 | OverpaymentAmt |
| Applied To ES Tax | $74,675 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHARI LEINWAND | IndividualWithBooksNm |
| Phone | 3105578100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST NO 4000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SHARI LEINWAND | ||||||||
| 2029 CENTURY PARK EAST SUITE 4000 | LOS ANGELES | CA | 900673026 | CFO AND SECRETARY | 0.50 | $0 | $0 | $0 |
| SARAH KETTERER | ||||||||
| 2029 CENTURY PARK EAST SUITE 4000 | LOS ANGELES | CA | 900673026 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RYAN FRISBY | ||||||||
| 2029 CENTURY PARK EAST SUITE 4000 | LOS ANGELES | CA | 900673026 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1999 AVE OF THE STARTS SUITE 2400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $197,651 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $37,241,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $648,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $720,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,610,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,610,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $579,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,031,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,901,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,901,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,325 | TotalTaxAmt |
| Distributable Before Adj | $1,858,243 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,858,243 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,858,243 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,605,016 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,605,016 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,605,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,858,243 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,372 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,605,016 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,372 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,571,644 | 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 | $286,599 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARMAND HAMMER MUSEUM OF ART AND CULTURAL CENTER | ||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $50,000 |
| CALIFORNIA RANGELAND TRUST | ||||||
| 1225 H STREET | SACRAMENTO | CA | 95814 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $5,000 |
| CITY YEAR INC | ||||||
| 606 SOUTH OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| COMMUNITY PARTNERS FBO COLLEGE MATCH | ||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $10,000 |
| HOOVER INSTITUTION | ||||||
| 424 GALVEZ MALL | STANFORD | CA | 94305 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $50,000 |
| HUMAN RIGHTS WATCH | ||||||
| 11500 W OLYMPIC BLVD SUITE 540 | LOS ANGELES | CA | 90064 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $10,000 |
| LOS ANGELES MUSIC CENTER FOUNDATION | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| LOS ANGELES OPERA | ||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $60,000 |
| LOS ANGELES PHILHARMONIC | ||||||
| PO BOX 1951 | LOS ANGELES | CA | 90078 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $260,000 |
| LOS ANGELES PUBLIC LIBRARY | ||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| LOS ANGELES WORLD AFFAIRS COUNCIL | ||||||
| 3535 HAYDEN AVE STE 200 | CULVER CITY | CA | 90232 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| MIDLAND SCHOOL | ||||||
| 5100 FIGUEROA MOUNTAIN RD | LOS OLIVOS | CA | 93441 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $10,000 |
| NATURE CONSERVANCY | ||||||
| 445 S FIGUEROA ST 1950 | LOS ANGELES | CA | 90071 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $240,000 |
| NEW VILLAGE GIRLS ACADEMY | ||||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| PACIFIC LEGAL FOUNDATION | ||||||
| 910 G STREET | SACRAMENTO | CA | 95814 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $50,000 |
| PAINTED TURTLE CAMP | ||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| PHILLIPS EXETER ACADEMY | ||||||
| 20 MAIN STREET | EXETER | NH | 03833 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| PLANNED PARENTHOOD LOS ANGELES | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $150,000 |
| RANCHO LOS ALAMITOS FOUNDATION | ||||||
| 6400 E BIXBY HILL ROAD | LONG BEACH | CA | 90815 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $300,000 |
| RICE UNIVERSITY | ||||||
| PO BOX 1892 | HOUSTON | TX | 77251 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $10,000 |
| SANTA BARBARA CENTER FOR PERFORMING ARTS | ||||||
| 1330 STATE STREET STE 101 | SANTA BARBARA | CA | 93101 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $50,000 |
| SANTA BARBARA HISTORICAL MUSEUM | ||||||
| 136 E DE LA GUERRA ST | SANTA BARBARA | CA | 93101 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $5,000 |
| SANTA BARBARA MARITIME MUSEUM | ||||||
| 113 HARBOR WAY STE 190 | SANTA BARBARA | CA | 93109 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $20,000 |
| SANTA BARBARA SCHOLARSHIP FOUNDATION | ||||||
| 2253 LAS POSITAS ROAD | SANTA BARBARA | CA | 93105 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $15,000 |
| SANTA YNEZ VALLEY HISTORICAL SOCIETY | ||||||
| 3596 SAGUNTO STREET | SANTA YNEZ | CA | 93460 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| STONE SOUP CHILD CARE PROGRAM | ||||||
| 15910 VENTURA BLVD 1420 | ENCINO | CA | 91436 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $15,000 |
| TEACH FOR AMERICA | ||||||
| 606 SOUTH OLIVE STREET | LOS ANGELES | CA | 90014 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $25,000 |
| WARFIGHTER MADE | ||||||
| 42225 REMINGTON AVE SUITE A14 | TEMECULA | CA | 92590 | PC | TO CONTRIBUTE TO CHARITABLE PURPOSES | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,580,000 | 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 | $214,729 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,095,469 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,067,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,377,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,377,983 | 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 | $39,193 | Amt |
| Net Investment Income | $29,394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,798 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,841,748 | EOYBookValueAmt |
| EOYFMV | $5,185,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $9,003,803 | $21,683,917 |
| MUTUAL FUNDS | $7,585,393 | $7,995,897 |
| EXCHANGED TRADED | $3,976,000 | $2,448,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANCHO LOS ALAMITOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $720,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $197,651 | $197,651 | $0 |
| CONSLTING FEES | $15,000 | $0 | $15,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $177,548 | $0 | $0 |
| OTHER TAXES | $1,628 | $0 | $0 |
| FILING FEES | $180 | $0 | $180 |