ODER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ODER FAMILY FOUNDATION INC (EIN 20-3165489)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-25
- IRS object ID
- 202041779349100519
- Schema version
- 2019v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-25T10:18:39-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951444411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gish Seiden LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21800 Oxnard Street Suite 300 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203165489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Oder Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ODER | BusinessNameControlTxt |
| Phone | 8186760057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21300 Victory Blvd Ste 855 | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Josh Oder | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN D SEIDEN | PreparerPersonNm |
| PTIN | P00089869 | PTIN |
| Phone | 8188546100 | 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 | $3,948,571 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,682,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,202 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $25,960 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $215,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,602 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,960 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $48,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,675 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $94 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,757 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,336 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,701 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,497 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,960 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,331 | CashBOYAmt |
| Cash EOY | $15,354 | CashEOYAmt |
| Cash EOYFMV | $15,354 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $297,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $234,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,656 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,455,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,377,052 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,955,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $261,679 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $263,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $258,601 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $402,073 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $474,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $480,772 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,703 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,569 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,569 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,456,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,368,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,948,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,456,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,368,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,456,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,368,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,456,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,368,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,456,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,809 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,368,507 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,368,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab ST - Details available | P | 2019-01-01 | 2019-12-31 | $823,951 | $797,991 | $25,960 | $25,960 |
| Charles Schwab LT - Details available | P | 2017-01-01 | 2019-12-31 | $856,343 | $789,477 | $66,866 | $66,866 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2017-01-01 | 2019-12-31 | $2,376 | $2,376 | $2,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,202 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25,960 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $293,657 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,600,845 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08155 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $246,951 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,398,586 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $214,505 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,187,674 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $211,674 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,910,386 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07273 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $224,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,099,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07245 | DistributionYr5Rt |
| Total Distribution | 0.366685 | TotalDistributionRt |
| Average Distribution | 0.073337 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,858,128 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $282,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,715 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $284,659 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $256,458 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,430 | SubtotalAmt |
| Tax Based On Investment Income | $3,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,737 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,737 | TotalPaymentsAndCreditsAmt |
| Overpayment | $307 | OverpaymentAmt |
| Applied To ES Tax | $307 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 | DANA ODER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186760057 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21300 VICTORY BL 855 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kenneth W Oder | ||||||
| 25103 JIM BRIDGER ROAD | HIDDEN HILLS | CA | 91302 | President | 3.00 | $0 |
| Josh Oder | ||||||
| 25420 Prado De Las Bellotas | Calabasas | CA | 91302 | Treasurer | 0.00 | $0 |
| LUCINDA F ODER | ||||||
| 25103 JIM BRIDGER ROAD | HIDDEN HILLS | CA | 91302 | Secretary | 0.00 | $0 |
| Devon Oder | ||||||
| 5243 Highland View Avenue | Los Angeles | CA | 90041 | Director | 0.00 | $0 |
| Chelsea Weeks | ||||||
| 5858 Clear Valley Road | Hidden Hills | CA | 91302 | Director | 0.00 | $0 |
| 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 | $3,582,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,636 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,916,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,916,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,858,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,906 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,906 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,430 | TotalTaxAmt |
| Distributable Before Adj | $189,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,458 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $256,458 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $256,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,476 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $72,611 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,745 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $118,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $397,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,458 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,982 | RemainingDistriFromCorpusAmt |
| Total Corpus | $464,695 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $72,611 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $392,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,745 | ExcessFromYear4Amt |
| Excess From Year3 | $57,908 | ExcessFromYear3Amt |
| Excess From Year2 | $82,130 | ExcessFromYear2Amt |
| Excess From Year1 | $118,319 | ExcessFromYear1Amt |
| Excess From Current Year | $66,982 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kenneth W Oder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE PARTNERSHIP SCHOLARS PROGRAM | |||||||
| PO BOX 156 | El Segundo | CA | 90245 | NONE | PC | To provide Mentorship and College Retreat Access programs for two students. | $41,000 |
| ONE VOICE | |||||||
| 1228 15TH STREET SUITE C | SANTA MONICA | CA | 90404 | NONE | PC | To contribute towards the COLLEGE SCHOLARSHIP PROGRAM. | $10,000 |
| THE GABRIELLA AXELROD EDUCATION FDN | |||||||
| 639 SOUTH COMMONWEALTH AVE SUITE B | LOS ANGELES | CA | 90005 | NONE | PC | To transform lives of underserved youth in Los Angeles through high-quality dance instruction. | $10,000 |
| UNIVERSITY OF VA LAW SCHOOL FOUNDAT | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 22903 | none | PC | To contribute towards SCHOLARSHIP FUND. | $30,000 |
| THE CHILDREN'S LIFESAVING FOUNDATIO | |||||||
| 1112 MONTANA AVE SUITE 543 | SANTA MONICA | CA | 90403 | none | PC | To transform lives of homeless, at-risk children and families in Los Angeles through academic, social and domestic support. | $25,000 |
| COMMUNITY PARTNERS FBO WRITEGIRL | |||||||
| 410 S Main Street Suite 422B | LOS ANGELES | CA | 90013 | none | PC | To promote creativity and self-expression to empower girls. | $20,000 |
| COMMUNITY PARTNERS FBO COLLEGE MATC | |||||||
| 1000 North Alameda Street STE 2400 | Los Angeles | CA | 90402 | NONE | PC | To help talented students from low-income families with obtaining College Match Programs, SAT Preparation, and College site visit expenses. | $10,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD Mailstop 29 | LOS ANGELES | CA | 90027 | NONE | PC | To sUPPORT NEONATAL INTENSIVE CARE UNIT | $10,000 |
| Pepperdine University | |||||||
| 24255 Pacific Coast Highway | Malibu | CA | 90263 | None | PC | To contribute towards Pepperdine Baseball & Soccer Programs. | $25,000 |
| Widows Orphans Disabled Firefighter | |||||||
| 7470 N Figueroa St | Los Angeles | CA | 90041 | None | PC | To provide assistance to widows and orphans of firefighters and disabled firefighters. | $5,000 |
| Ventura Fire Foundation | |||||||
| P O Box 5175 | Ventura | CA | 93005 | None | PC | To support men and women of the ventura city fire department and family. | $10,000 |
| Lucas Lilley Foundation | |||||||
| P O Box 6832 | Thousand Oaks | CA | 91359 | None | PC | To support families with children affected by brain injuries. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $652 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,202 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $214,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $652 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,254 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $4,675 | Amt |
| Net Investment Income | $4,675 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Dividends Receivable | $4,608 | $166 | $166 |
| Interest Receivable | $3,095 | $3,403 | $3,403 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory Fees | $38,336 | $38,336 | |
| OFFICE EXPENSE | $2,229 | $2,229 | |
| Payroll processing fees | $1,472 | $1,472 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal taxes | $3,500 | ||
| Foreign taxes withheld | $94 | $94 | |
| Other taxes | $85 | $85 | |
| PAYROLL | $3,672 | $3,672 |