DELLA MARTIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DELLA MARTIN FOUNDATION (EIN 23-7444954)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-08
- IRS object ID
- 202120989349100042
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-08T16:40:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 SOUTH HOPE STREET SUITE 1500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 237444954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELLA MARTIN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHEPPARD MULLIN RICHTER & HAMPTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELL | BusinessNameControlTxt |
| Phone | 2136174143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH HOPE STREET 43RD FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE K GOULD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2136174143 | PhoneNum |
| Signature | 2021-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURENCE | PersonFirstNm |
| Person Last | GOULD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | 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 | 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 | $9,927,905 | 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 | $61,611 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,611 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,796 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $781,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,745,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $781,125 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $956,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $956,532 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,725 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,901 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,198 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,936 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $2,936 | InterestDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,849 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,849 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $128,809 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $528,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $870,960 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $216,590 | CashBOYAmt |
| Cash EOY | $833,066 | CashEOYAmt |
| Cash EOYFMV | $829,992 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,451,917 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,699,958 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,734,068 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,235,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,386,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,042,380 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $905,174 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $316,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $321,465 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,809,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,236,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,927,905 | 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 | $6,809,161 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,236,884 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,809,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,236,884 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,809,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,236,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,809,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,236,884 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,236,884 | 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 |
|---|---|---|---|---|
| AVAILABLE UPON REQUEST | $105,607 | $71,362 | $34,245 | $34,245 |
| AVAILABLE UPON REQUEST | $2,640,076 | $1,893,196 | $746,880 | $746,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $781,125 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $34,245 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,106 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,106 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,123 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,123 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,983 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPPARD MULLIN RICHTER & HAMPTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136174143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH HOPE STREET 43RD FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| EILEEN D SHEPPARD | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 0.50 | $1,000 | $0 | $0 |
| PHILIP A SWAN | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 0.50 | $1,000 | $0 | $0 |
| ALLEN W MATHIES JR MD | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 0.50 | $1,000 | $0 | $0 |
| KELLY KINNON | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 0.50 | $1,000 | $0 | $0 |
| LAURENCE K GOULD JR | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 2.80 | $0 | $0 | $0 |
| JAMES A LONERGAN | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| NANCY B REIMANN | ||||||||
| 333 SOUTH HOPE STREET 43RD FLOOR | LOS ANGELES | CA | 90071 | TRUSTEE | 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 | ARISTOTLE CAPITAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11100 SANTA MONICA BLVD STE 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $52,998 | 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 | $8,261,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $843,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,105,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,105,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,968,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $448,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $448,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,106 | TotalTaxAmt |
| Distributable Before Adj | $436,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $436,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $436,342 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $443,237 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $436,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $30,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,839 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $436,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,895 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,734 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,734 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $30,839 | ExcessFromYear1Amt |
| Excess From Current Year | $6,895 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURENCE K GOULD JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH HOPE STREET 43RD FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136174143 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER DESCRIBING PURPOSE OF GRANT, DESCRIPTION OF REQUESTING ORGANIZATION, AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESEARCH INTO CAUSES OF AND CURES FOR MENTAL ILLNESS. RESTRICTED TO PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS. NO GRANTS TO INDIVIDUALS. PREFERENCE GIVEN TO SOUTHERN CALIFORNIA ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INSTITUTE OF TECHNOLOGY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 EAST CALIFORNIA BOULEVARD | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ENDOWMENT OF THE DELLA MARTIN FELLOWSHIPS IN MENTAL ILLNESS RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | 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 | $61,611 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,796 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $781,125 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $956,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $956,532 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990PF, PART VII-B, LINE 1(A)(3) | LEGAL FEES ARE PAID TO THE LAW FIRM OF SHEPPARD, MULLIN, RICHTER, AND HAMPTON LLP FOR LEGAL AND ADMINISTRATIVE SERVICES REQUIRED DURING THE YEAR. VARIOUS TRUSTEES OF THE FOUNDATION ARE COUNSEL TO OR A PARTNER OF THE LAW FIRM. THE FEES PAID TO THE FIRM ARE REASONABLE AND NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES, AND ACCORDINGLY, ARE NOT CONSIDERED ACTS OF SELF-DEALING. |
| FORM 990PF, PART VII-B, LINE 1(A)(4) | AMOUNTS PAID TO TRUSTEES REPRESENT HONORARIA PAYMENTS TO COMPENSATE FOR REASONABLE AND NECESSARY EXPENSES INCURRED DUE TO THEIR DUTIES AS TRUSTEES OF THE FOUNDATION. THESE AMOUNTS ARE NOT CONSIDERED ACTS OF SELF-DEALING. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO & CO NEW | $136,494 | $139,490 |
| MORGAN STANLEY | $180,499 | $181,975 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC | $28,463 | $300,072 |
| ALCON INC | $136,082 | $163,630 |
| ALLEGION PLC | $147,025 | $180,622 |
| AMERIPRISE FINL INC | $92,317 | $184,612 |
| AMGEN INC | $140,079 | $206,928 |
| ANSYS INC | $75,543 | $291,040 |
| BOK FINL CORP | $3,632 | $5,478 |
| CABOT OIL & GAS CORP | $137,301 | $125,356 |
| CAPITAL ONE FINL CORP | $103,700 | $128,505 |
| CHUBB LTD | $81,454 | $108,290 |
| CINCINNATI FINL CORP | $124,356 | $140,752 |
| COCA COLA CO | $143,935 | $186,456 |
| COMMERCE BANCSHARES INC | $78,345 | $96,580 |
| CORTEVA INC | $137,366 | $189,728 |
| CULLEN / FROST BANKERS INC | $60,250 | $78,507 |
| DANAHER CORP DEL | $108,535 | $300,132 |
| EAST WEST BANCORP INC | $134,868 | $114,605 |
| ELANCO ANIMAL HEALTH INC | $102,184 | $138,015 |
| EQUITY LIFESTYLE PPTYS INC | $56,172 | $79,628 |
| GENERAL DYNAMICS CORP | $66,951 | $123,521 |
| J P MORGAN CHASE & CO | $62,408 | $187,428 |
| JOHNSON CONTROLS INTL PLC | $130,713 | $163,038 |
| LENNAR CORP | $94,956 | $213,444 |
| LENNAR CORP | $1,571 | $3,427 |
| MARTIN MARIETTA MATLS INC | $68,802 | $156,184 |
| MEDTRONIC PLC | $122,351 | $187,175 |
| MICHELIN COMPAGNIE GENERALE | $65,219 | $64,873 |
| MICROCHIP TECHNOLOGY INC | $79,959 | $227,882 |
| MICROSOFT CORP | $47,622 | $289,146 |
| MITSUBISHI UFJ FINL GROUP INC | $91,714 | $62,906 |
| NOVARTIS A G | $136,046 | $160,531 |
| OSHKOSH TRUCK CORP | $43,133 | $76,172 |
| PARKER HANNIFIN CORP | $127,648 | $204,308 |
| PAYPAL HOLDINGS INC | $25,072 | $175,650 |
| PHILLIPS 66 | $82,956 | $103,511 |
| PIONEER NAT RES CO | $106,087 | $80,108 |
| PNC FINL SVCS GROUP INC | $144,427 | $175,075 |
| PROCTER & GAMBLE CO | $165,456 | $169,473 |
| QUALCOMM INC | $111,733 | $228,510 |
| RPM INTL INC | $118,795 | $167,943 |
| SONY CORP | $102,449 | $212,310 |
| SUN COMMUNITIES INC | $53,128 | $85,534 |
| TWITTER INC | $89,822 | $146,205 |
| TYSON FOODS INC | $122,407 | $106,970 |
| WALGREENS BOOTS ALLIANCE INC | $77,160 | $63,808 |
| XYLEM INC | $156,675 | $188,312 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,699,958 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,734,068 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $38,626 | LegalFeesAmt |
| Net Investment Income | $7,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,901 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT FEES | $52,998 | $52,998 | $0 | $0 |
| BANK FEES | $22,200 | $22,200 | $0 | $0 |