AVERY DENNISON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AVERY DENNISON FOUNDATION (EIN 95-3251844)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202023199349100017
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T11:14:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | 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 | 953251844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERY DENNISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 6263042000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE NO 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA PROCELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6263042000 | PhoneNum |
| Signature | 2020-11-12 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.117.149.237 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 19:57:50 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E5C2E37194314C3A47C760AEAFDC059525B6175 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,808,602 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $28,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $637,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $377,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,661,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $377,034 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,042,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,014,886 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $140,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $140,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98,879 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,098 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,098 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,794 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $219,292 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $940,949 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $940,949 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,280,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,160,241 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $913,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $415,045 | CashBOYAmt |
| Cash EOY | $17,075 | CashEOYAmt |
| Cash EOYFMV | $17,075 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,243 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,243 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,384,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,450,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,450,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,055,830 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,269,323 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,269,323 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,865,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,808,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,808,602 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $28,041 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,041 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,865,426 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,901,783 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,000,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,878,778 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,865,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,780,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,865,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,808,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,865,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,152,651 | OtherIncreasesAmt |
| Subtotal | $28,780,561 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,780,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $28,661,254 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,284,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $377,034 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $377,034 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $377,034 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,569,717 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,928,894 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058291 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,271,314 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,742,448 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,135,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,091,716 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,018,706 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,528,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038400 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,088,391 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,251,632 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039939 | DistributionYr5Rt |
| Total Distribution | 0.233363 | TotalDistributionRt |
| Average Distribution | 0.046673 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,287,186 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,273,575 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,132 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,282,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,160,241 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,539 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,539 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,275 | OverpaymentAmt |
| Applied To ES Tax | $11,275 | 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 | AVERYDENNISON.COM/AVE/EN_US/SUSTAINABILITY/COMMUN | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA PROCELLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263042000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE NO 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ALICIA PROCELLO | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | PRESIDENT | 25.00 | $0 | $0 | $0 |
| CYNTHIA GUENTHER | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TREASURER | 2.00 | $0 | $0 | $0 |
| ANNE HILL | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | SECRETARY | 2.00 | $0 | $0 | $0 |
| CAMILE BENEDITTI | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEROEN DIDERICH | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RISHI PARDAL | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEON STANDER | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ANIL SHARMA | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVE EDWARDS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TINA HART | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GREG LOVINS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| 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 | $27,377,097 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,702,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,702,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $415,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,287,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,364,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,364,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,264 | TotalTaxAmt |
| Distributable Before Adj | $1,346,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,346,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,346,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,160,241 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,160,241 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,160,241 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,346,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $854,906 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,160,241 | QualifyingDistributionsAmt |
| Applied To Year1 | $854,906 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $305,335 | 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 | $1,040,760 | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE RESOURCE FOUNDATION | ||||||
| 237 WEST 35TH STREET SUITE 1203 | NEW YORK | NY | 10001 | PC | GLOBAL GRANTMAKING | $165,600 |
| KING BAUDOUIN FNDTN UNITED STATES INC | ||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PC | GRANTING WISHES | $113,250 |
| INSTITUTE OF INTERNATIONAL EDUCATION | ||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | INVENT SCHOLARSHIPS | $97,421 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | GLOBAL GRANTMAKING | $74,025 |
| THE RESOURCE FOUNDATION | ||||||
| 237 WEST 35TH STREET SUITE 1203 | NEW YORK | NY | 10001 | PC | GRANTING WISHES | $68,040 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | GRANTING WISHES | $58,243 |
| UNITED WAY OF GREATER LOS ANGELES | ||||||
| 1150 S OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | PC | US STRATEGIC PROGRAM | $50,000 |
| ROOM TO READ | ||||||
| 465 CALIFORNIA STREET SUITE 1000 | SAN FRANCISCO | CA | 94104 | PC | GRANTEE | $50,000 |
| SCHOLARSHIP AMERICA | ||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | PC | US SCHOLARS PROGRAM | $49,500 |
| KING BAUDOUIN FNDTN UNITED STATES INC | ||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PC | GLOBAL GRANTMAKING | $31,500 |
| ONESKY | ||||||
| 2246B SIXTH STREET | BERKELEY | CA | 94710 | PC | GLOBAL GRANTMAKING | $30,000 |
| LAKE COUNTY YMCA | ||||||
| 933 MENTOR AVE | PAINESVILLE | OH | 44077 | PC | US STRATEGIC PROGRAM | $25,000 |
| LEKOTEK OF GEORGIA INC | ||||||
| 1901 MONTREAL RD SUITE 126 | ATLANTA | GA | 30084 | PC | US STRATEGIC PROGRAM | $15,000 |
| MENTOR SCHOOLS | ||||||
| 6451 CENTER STREET | MENTO | OH | 44060 | PC | US STRATEGIC PROGRAM | $10,000 |
| OPERATION SERVICE | ||||||
| 45 DAILEY TER | FITCHBURG | MA | 01420 | PC | US STRATEGIC PROGRAM | $5,000 |
| HOPE ABIDES | ||||||
| PO BOX 1415 | FOLSOM | CA | 95763 | PC | GLOBAL GRANTMAKING | $5,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||
| 1000 N ALAMEDA ST SUITE 230 | LOS ANGELES | CA | 90012 | PC | US STRATEGIC PROGRAM | $3,850 |
| THE SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PC | GRANTING WISHES | $3,000 |
| DANCING DREAMS | ||||||
| 23-91 BELL BLVD SUITE LLC2 | BAYSIDE | NY | 11360 | PC | GRANTING WISHES | $3,000 |
| A SPECIAL WISH FOUNDATION - CLEVELAND CHAPTER | ||||||
| 23 PUBLIC SQUARE | BRECKSVILLE | OH | 44141 | PC | GRANTING WISHES | $3,000 |
| HANNAH'S TREASURE CHEST | ||||||
| 124 WESTPARK ROAD | CENTERVILLE | OH | 45459 | PC | GRANTING WISHES | $3,000 |
| ELIZA BRYANT VILLAGE | ||||||
| 7201 WADE PARK AVE | CLEVELAND | OH | 44103 | PC | GRANTING WISHES | $3,000 |
| RONALD MCDONALD HOUSE CLEVELAND | ||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | GRANTING WISHES | $3,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | GRANTING WISHES | $3,000 |
| TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN | ||||||
| 2222 WELBORN ST | DALLAS | TX | 75230 | PC | GRANTING WISHES | $3,000 |
| LEMONS OF LOVE | ||||||
| 433 E GOLF ROAD | DES PLAINES | IL | 60016 | PC | GRANTING WISHES | $3,000 |
| ICAN & PAYTONS PLACE | ||||||
| 409 E COOK RD | FORT WAYNE | IN | 46825 | PC | GRANTING WISHES | $3,000 |
| LPO FOUNDATION INCORPORATED | ||||||
| 207 GOODE AVENUE SUITE 500 | GLENDALE | CA | 91203 | PC | GRANTING WISHES | $3,000 |
| SPCA OF THE TRIAD | ||||||
| 3163 HINES CHAPEL ROAD | GREENSBORO | NC | 27405 | PC | GRANTING WISHES | $3,000 |
| CLINTON COUNTY WOMEN'S CENTER INC | ||||||
| 34 WEST MAIN STREET | LOCK HAVEN | PA | 17745 | PC | GRANTING WISHES | $3,000 |
| BIG SUNDAY | ||||||
| 6111 MELROSE AVE | LOS ANGELES | CA | 90038 | PC | GRANTING WISHES | $3,000 |
| GOOD SHEPHERD SHELTER OF LOS ANGELES | ||||||
| 2561 VENICE BLVD | LOS ANGELES | CA | 90019 | PC | GRANTING WISHES | $3,000 |
| DEEPWOOD FOUNDATION | ||||||
| 8121 DEEPWOOD BLVD | MENTOR | OH | 44060 | PC | GRANTING WISHES | $3,000 |
| HANNAH'S HOME | ||||||
| PO BOX 1395 | MENTOR | OH | 44061 | PC | GRANTING WISHES | $3,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | ||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | PC | GRANTING WISHES | $3,000 |
| ANIMAL HAVEN | ||||||
| 89 MILL RD | NORTH HAVEN | CT | 06473 | PC | GRANTING WISHES | $3,000 |
| THE CHILDREN'S HEART FOUNDATION | ||||||
| ONE NORTHBROOK PLACE SUITE 200 | NORTHBROOK | IL | 60062 | PC | GRANTING WISHES | $3,000 |
| ECUMENICAL SHELTER NETWORK OF LAKE COUNTY | ||||||
| 25 FREEDOM RD | PAINESVILLE | OH | 44077 | PC | GRANTING WISHES | $3,000 |
| SUIT YOURSELF | ||||||
| PO BOX 574 | PAINESVILLE | OH | 44077 | PC | GRANTING WISHES | $3,000 |
| MIDWEST FOOD BANK | ||||||
| 220 PARKADE COURT | PEACHTREE CITY | GA | 30269 | PC | GRANTING WISHES | $3,000 |
| OREGON FOOD BANK | ||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | PC | GRANTING WISHES | $3,000 |
| QUAKERTOWN FOOD PANTRY | ||||||
| 101B N THIRD ST | QUAKERTOWN | PA | 18951 | PC | GRANTING WISHES | $3,000 |
| CHILDREN'S MIRACLE NETWORK | ||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | PC | GRANTING WISHES | $3,000 |
| SAN FRANCISCO COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN | ||||||
| 2535 MISSION STREET | SAN FRANCISCO | CA | 94110 | PC | GRANTING WISHES | $3,000 |
| YOUTH FOCUS | ||||||
| 3031 TISCH WAY 110 PLAZA WEST | SAN JOSE | CA | 95128 | PC | GRANTING WISHES | $3,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF LAKE COUNTY | ||||||
| 414 N MCAREE RD | WAUKEGAN | IL | 60085 | PC | GRANTING WISHES | $3,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | DISASTER | $2,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $940,949 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $377,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,014,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,014,886 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERY DENNISON CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE SUITE 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $28,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,000 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PAYDEN CORE BOND FUND | $9,080,336 | $9,080,336 |
| ISHARES CORE U.S. AGGREGATE | $1,188,987 | $1,188,987 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES S&P 500 GROWTH ETF | $3,527,346 | $3,527,346 |
| PAYDEN & RYGEL INVT GROUP | $6,870,871 | $6,870,871 |
| SCHWAB S&P 500 INDEX | $2,200,739 | $2,200,739 |
| SPDR S&P 500 ETF | $5,123,368 | $5,123,368 |
| VANGUARD INTERMEDIATE-TERM TREASURY | $728,637 | $728,637 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFTS SOFTWARE | Desc |
| Revenue And Expenses Per Books | $22,794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,794 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,152,651 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $98,879 | Amt |
| Net Investment Income | $98,879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $18,322 | $0 | $0 |
| FILING FEES | $160 | $0 | $0 |