WHH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHH FOUNDATION (EIN 20-0775264)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-08
- IRS object ID
- 201922819349100527
- Schema version
- 2018v3.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-08T16:00:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954835865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOEHNER ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 S LAKE AVENUE SUITE 190 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200775264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHHF | BusinessNameControlTxt |
| Phone | 6264496321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE GLENN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6264496321 | PhoneNum |
| Signature | 2019-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN CREIGHTON | PreparerPersonNm |
| PTIN | P00216922 | PTIN |
| Phone | 6264496321 | PhoneNum |
| Preparation | 2019-09-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.79.135.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-02 | IPDt |
| IP Tm | 13:30:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4428E86DDF38B11892D55A842C8E6C6C31EC54D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4428E86DDF38B11892D55A842C8E6C6C31EC54D2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,328,137 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,229,317 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,790 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,790 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $383,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $825,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,032,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,601,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,520 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,481,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,011,305 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,077 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,769 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,574 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $41,556 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,527 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $753 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,269 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,078 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,348 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,348 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $161,689 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $94,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,959 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,351 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $43,025 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,551 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,353 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,268 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $83,611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $649,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $356,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $846,129 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $846,129 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,495,867 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $985,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,889,991 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,579 | CashBOYAmt |
| Cash EOY | $303,419 | CashEOYAmt |
| Cash EOYFMV | $303,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,219,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,656,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,656,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,256,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,626,515 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,270,778 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,501,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,693,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,328,137 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,514 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,514 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $18,501,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,692,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,501,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,692,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,501,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,693,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,501,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $985,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $205,006 | OtherIncreasesAmt |
| Subtotal | $19,692,110 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,692,110 | 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 |
|---|---|---|---|---|---|---|---|
| 4,000 SHARES NVIDIA CORP STOCK | D | 2018-01-30 | 2018-01-30 | $974,722 | $193,580 | $781,142 | $781,142 |
| 226,029.23 SHARES AMERICAN HIGH-INCOME TRUST-A | P | 2018-02-14 | $2,312,279 | $2,236,754 | $75,525 | $75,525 | |
| CAPITAL GAINS DIVIDENDS | P | $745,148 | $745,148 | $745,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,601,815 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,096,103 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $21,517,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050940 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,042,812 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,303,991 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $927,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,425,526 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053239 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $866,155 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,789,440 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048689 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,087,710 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,354,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070841 | DistributionYr5Rt |
| Total Distribution | 0.280681 | TotalDistributionRt |
| Average Distribution | 0.056136 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,281,727 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,363,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,900 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,381,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,202,292 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37,800 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $37,800 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $37,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53,410 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,410 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $15,586 | OverpaymentAmt |
| Applied To ES Tax | $15,586 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WHH-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264496321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE ROAD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91108 | 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H HURT | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KELLEY A PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHLEEN C HURT | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COURTNEY D MACMILLAN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARK L PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | CHAIR | 2.00 | $0 | $0 | $0 |
| TERRANCE A MACMILLAN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL T KERR | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BERNADETTE GLENN | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | EXECUTIVE DIRECTOR | 40.00 | $95,077 | $0 | $0 |
| ELIZABETH MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ANDREW F BARTH | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOUGLAS S MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES R MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR (PART-YEAR) | 1.00 | $0 | $0 | $0 |
| EVE-LYNNE G MURRAY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| OTIS M HEALY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J DALE HARVEY | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHARINE J GOOD | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARY L PURNELL | ||||||||
| 1060 AVONDALE ROAD | SAN MARINO | CA | 91108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOEHNER ACCOUNTANCY | |||||
| 251 S LAKE AVENUE SUITE 190 | PASADENA | CA | 91101 | ACCOUNTING/CONSULTING | $86,205 |
| THE GENERATIVE GROUP | |||||
| 4501 CEDROS AVE SUITE 120 | SHERMAN OAKS | CA | 91403 | CONSULTING | $56,567 |
| ELITE PLACEMENT GROUP | |||||
| 9150 WILSHIRE BLVD SUITE 270 | BEVERLY HILLS | CA | 90212 | TEMPORARY LABOR | $54,524 |
| 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 | $18,751,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,383,590 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $516,117 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,651,500 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,651,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $369,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,281,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,214,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,214,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37,800 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,363 | IncomeTaxAmt |
| Total Tax | $40,163 | TotalTaxAmt |
| Distributable Before Adj | $1,173,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,173,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,173,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,292 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,202,292 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,173,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $357,556 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,282 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $76,765 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,248 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $641,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,173,923 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,369 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $669,744 | 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 | $357,556 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $312,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,282 | ExcessFromYear4Amt |
| Excess From Year3 | $76,765 | ExcessFromYear3Amt |
| Excess From Year2 | $141,248 | ExcessFromYear2Amt |
| Excess From Year1 | $56,524 | ExcessFromYear1Amt |
| Excess From Current Year | $28,369 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H HURT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 1313 W 8TH ST | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $2,500 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | PC | GENERAL SUPPORT | $2,500 |
| ALKEBULAN CULTURAL CENTER | ||||||
| 1435 N RAYMOND AVENUE | PASADENA | CA | 91103 | PC | YOUTH ARTS CAMP | $14,500 |
| ALLIANCE FOR JUSTICE | ||||||
| 11 DUPONT CIRCLE NW SECOND FLOOR | WASHINGTON | DC | 20036 | PC | BOLDER ADVOCACY PROGRAM IN SOUTHERN CALIFORNIA | $10,000 |
| ARIZONA COMMUNITY FOUNDATION | ||||||
| 2201 E CAMELBACK ROAD 405B | PHOENIX | AZ | 85016 | PC | PROJECT 34 | $10,000 |
| ASPEN HOPE CENTER | ||||||
| PO BOX 1115 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $7,500 |
| ASPEN PUBLIC RADIO | ||||||
| 110 EAST HALLAM ST STE 134 | ASPEN | CO | 816111467 | PC | GENERAL SUPPORT | $2,500 |
| ASPEN SANTA FE BALLET | ||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $40,000 |
| ASPEN SPORTS MEDICINE FOUNDATION | ||||||
| 725 VINE STREET | ASPEN | CO | 81611 | PC | ASPEN BARILOCHE MED EXC PROGRAM | $30,000 |
| ASPEN YOUTH CENTER | ||||||
| PO BOX 8266 | ASPEN | CO | 81612 | PC | GENERAL SUPPORT | $1,000 |
| ATHENAEUM PRESERVATION FUND | ||||||
| 551 SOUTH HILL AVE | PASADENA | CA | 91106 | PC | GENERAL SUPPORT | $1,000 |
| BETHLEHEM INN | ||||||
| PO BOX 8540 | BEND | OR | 97708 | PC | GENERAL SUPPORT | $5,000 |
| CANCER SUPPORT COMMUNITY PASADENA | ||||||
| 200 E DEL MAR BOULEVARD | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $2,500 |
| CASA OF CENTRAL OREGON | ||||||
| 1029 NW 14TH ST | BEND | OR | 97703 | PC | GENERAL SUPPORT | $8,000 |
| CASA OF CENTRAL OREGON | ||||||
| 1029 NW 14TH ST | BEND | OR | 97703 | PC | LIFT UP EVENT PLEDGE | $1,000 |
| CATHOLIC CHARITIES LABOURE CENTER | ||||||
| 275 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | PC | NURSE ASST/HLTH AIDE TRNG PROGRAM | $30,000 |
| CENTER FOR EARLY INTERVENTION DEAFNESS CEID | ||||||
| 1035 GRAYSON | BERKELEY | CA | 94710 | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR STUDY OF THE PRESIDENCY | ||||||
| 601 13TH STREET NW SUITE 1050N | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $10,000 |
| CMC FOUNDATION | ||||||
| PO BOX 1763 | GLENWOOD SPRINGS | CO | 81601 | PC | GENERAL SUPPORT | $1,500 |
| CUALA FOUNDATION INC | ||||||
| 513 EAST 13 STREET 15 | NEW YORK | NY | 10009 | PC | GENERAL SUPPORT | $20,000 |
| DESCHUTES COUNTY CHILDREN'S FOUNDATION | ||||||
| 1010 NW 14TH STREET | BEND | OR | 97703 | PC | GENERAL SUPPORT | $8,000 |
| DESCHUTES COUNTY CHILDREN'S FOUNDATION | ||||||
| 1010 NW 14TH STREET | BEND | OR | 97703 | PC | BECKY JOHNSON COMMUNITY CENTER IN REDMOND | $2,000 |
| EDUCATION FDN BEND-LA PINE SCHOOLS | ||||||
| PO BOX 1436 | BEND | OR | 97709 | PC | GENERAL SUPPORT | $6,000 |
| EDUCATORS 4 EXCELLENCE-LOS ANGELES | ||||||
| 448 SOUTH HILL STREET SUITE 708 | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $35,000 |
| ENGLISH IN ACTION | ||||||
| PO BOX 4856 | BASALT | CO | 81621 | PC | GENERAL SUPPORT | $8,000 |
| FLINTRIDGE CENTER | ||||||
| 236 W MOUNTAIN ST SUITE 106 | PASADENA | CA | 91103 | PC | APPRENTICESHIP PREPARATION PROGRAM | $20,000 |
| FOOTHILL FAMILY SERVICE | ||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $20,000 |
| GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS) | ||||||
| 750 GALAPAGO STREET | DENVER | CO | 80204 | PC | GALS THRIVE PHYSICALLY COLLEGE SCHOLARSHIP | $2,500 |
| GIRLS ATHLETIC LEADERSHIP SCHOOL DENVER (GALS) | ||||||
| 750 GALAPAGO STREET | DENVER | CO | 80204 | PC | GALS CROSSFIT PROGRAM | $10,000 |
| GRAY AREA FOUNDATION FOR THE ARTS | ||||||
| 2665 MISSION STREET | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $2,500 |
| HARVEY MUDD COLLEGE | ||||||
| 301 PLATT BOULEVARD | CLAREMONT | CA | 91711 | PC | GENERAL SUPPORT | $20,000 |
| HELLERSTEIN FOUNDATION | ||||||
| 2727 CALIFORNIA STREET | BERKELEY | CA | 94703 | PC | NO SCHOOL, SUMMER CAMP | $20,000 |
| HOAG HOSPITAL FOUNDATION | ||||||
| 330 PLACENTIA AVENUE SUITE 100 | NEWPORT BEACH | CA | 92663 | PC | GENERAL SUPPORT | $5,000 |
| HOW KIDS LEARN | ||||||
| 467 RICH STREET | OAKLAND | CA | 94609 | PC | THE HISTORY OF AFTERSCHOOL IN AMERICA | $5,000 |
| HUNTINGTON LIBRARY | ||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | GENERAL SUPPORT | $25,000 |
| J BAR J YOUTH SERVICES | ||||||
| 62895 HAMBY ROAD | BEND | OR | 97701 | PC | GENERAL SUPPORT | $10,000 |
| KAUAI MUSIC FESTIVAL | ||||||
| PO BOX 2575 | KAMEULA | HI | 96743 | PC | PROJECT SUPPORT TO KAUAI MUSIC FESTIVAL | $10,000 |
| LA PARTNERSHIP FOR EARLY CHILDHOOD EDUCATION | ||||||
| 2355 WESTWOOD BLVD 114 | LOS ANGELES | CA | 90064 | PC | GENERAL SUPPORT | $10,000 |
| LA-MAS | ||||||
| 3051 NORTH COOLIDGE AVENUE | LOS ANGELES | CA | 90039 | PC | GENERAL SUPPORT | $34,000 |
| LANE COUNTY SCHOOL DISTRICT 4J | ||||||
| 200 N MONROE STREET | EUGENE | OR | 97402 | PC | BUENA VISTA SPANISH IMMERSION BOOKS | $10,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | ||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | PC | LIVE HOMEWORK HELP | $10,000 |
| LOS ANGELES PHILHARMONIC | ||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $2,629 |
| LOS ANGELES REGIONAL FOOD BANK | ||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $2,500 |
| MOSAIC PROJECT | ||||||
| 478 SANTA CLARA AVE SUITE 200 | OAKLAND | CA | 94610 | PC | OUTDOOR SCHOOL PROGRAM | $5,000 |
| OXBOW SCHOOL | ||||||
| 530 THIRD STREET | NAPA | CA | 94559 | PC | STEPHEN THOMAS SCHOLARSHIP FUND | $5,000 |
| PEO FOUNDATION | ||||||
| 3700 GRAND AVE | DES MOINES | IA | 50312 | PC | GENERAL SUPPORT | $1,500 |
| PACIFIC OAKS CHILDREN'S SCHOOL | ||||||
| 55 EUREKA STREET | PASADENA | CA | 91103 | PC | GENERAL SUPPORT | $3,000 |
| PARA LOS NINOS | ||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | CAPACITY BUILDING AND STRATEGIC SUPPORT | $10,000 |
| PASADENA ART ALLIANCE | ||||||
| 464 E WALNUT ST STE 226 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $11,500 |
| PLANNED PARENTHOOD OF LOS ANGELES | ||||||
| 1045 N LAKE AVE | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $25,000 |
| PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP | ||||||
| 3435 W TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | GENERAL SUPPORT | $10,000 |
| READING PARTNERS | ||||||
| 3452 E FOOTHILL BLVD SUITE 315 | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $5,000 |
| ROTARY INTERNATIONAL POLIO PLUS | ||||||
| PO BOX 268 | WOODY CREEK | CO | 81656 | PC | POLIO PLUS | $1,000 |
| SAN GABRIEL VALLEY FDN FOR DENTAL HEALTH | ||||||
| PO BOX 99 | TEMPLE CITY | CA | 91780 | PC | GENERAL SUPPORT | $1,500 |
| SIGN FRACTURE CARE INTERNATIONAL | ||||||
| 451 HILLS STREET SUITE B | RICHLAND | WA | 99354 | PC | GENERAL SUPPORT | $50,000 |
| SOCIAL VENTURE PARTNERS LOS ANGELES | ||||||
| 8055 W MANCHESTER AVE STE 405 | PLAYA DEL REY | CA | 90293 | PC | GENERAL SUPPORT | $23,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||
| 1000 N ALAMEDA WAY SUITE 230 | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $30,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||
| 474 SOUTH RAYMOND AVENUE | PASADENA | CA | 91105 | PC | NEXT GENERATION OF JOURNALISM FUND | $5,000 |
| SPELLBINDERS | ||||||
| PO BOX 1986 | BASALT | CO | 81623 | PC | GENERAL SUPPORT | $1,000 |
| TEACH FOR AMERICA | ||||||
| 606 S OLIVE STREET STE 300 | LOS ANGELES | CA | 90014 | PC | EXPANSION OF THE ONE DAY FELLOWSHIP | $10,000 |
| THE FIELD SEMESTER | ||||||
| 1948 MARIN AVENUE | BERKELEY | CA | 94707 | PC | GENERAL SUPPORT | $37,500 |
| THE HUNTINGTON LIBRARY | ||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | USC INSTITUTE ON CALIFORNIA AND THE WEST | $5,000 |
| THE LONG NOW FOUNDATION | ||||||
| PO BOX 475668 | SAN FRANCISCO | CA | 94147 | PC | SUPPORT FOR MONTHLY SEMINARS | $2,500 |
| THREE BUTTERFLIES SIDS FOUNDATION | ||||||
| 6715 N 3RD STREET | PHOENIX | AZ | 85012 | PC | ARCADIA FAMILY FUN RUN | $3,500 |
| TOWER THEATRE FOUNDATION | ||||||
| 835 NW WALL STREET | BEND | OR | 97701 | PC | LESSON PLAN PROGRAM | $5,000 |
| UCSF FOUNDATION | ||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | PC | DR. ERIC SMALL'S PROSTATE RESEARCH FUND | $5,000 |
| UNION STATION HOMELESS SERVICES | ||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $5,000 |
| USC - TROY CAMP | ||||||
| 1035 GRANVILLE DRIVE | NEWPORT BEACH | CA | 92660 | PC | GENERAL SUPPORT | $35,000 |
| USC PCASF SWIM WITH MIKE | ||||||
| HERITAGE HALL 203B 3501 WATT WAY | LOS ANGELES | CA | 900890602 | PC | GENERAL SUPPORT | $7,500 |
| VENICE FAMILY CLINIC | ||||||
| 604 ROSE AVE | VENICE | CA | 90291 | PC | GENERAL SUPPORT | $5,000 |
| WOMEN'S CENTER FOR CREATIVE WORK | ||||||
| 2425 GLOVER PLACE | LOS ANGELES | CA | 90031 | PC | EMERGENCY HEALTH GRANT FOR ARTISTS (EHG) | $20,000 |
| WOMEN'S FOUNDATION OF CALIFORNIA | ||||||
| 300 FRANK H OGAWA PLAZA STE 420 | OAKLAND | CA | 94612 | PC | 2018 CLASS OF THE WOMEN'S POLICY INSTITUTE-LOCAL GOVERNMENT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $846,129 | 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 | $24,790 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383,180 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $825,715 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GLOBAL SME GROWTH FUND LP | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,656 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,656 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,235,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,251,861 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM H HURT | |||||||
| 1 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 90071 | $969,680 | Yes (X) | |
| WILLIAM H HURT | |||||||
| 2 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 90071 | $102,261 | Yes (X) | |
| WILLIAM H HURT | |||||||
| 3 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 90071 | $40,965 | Yes (X) | |
| WILLIAM H HURT | |||||||
| 4 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 90071 | $107,250 | Yes (X) | |
| WILLIAM H HURT | |||||||
| 5 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 90071 | $9,161 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,000 SHS NVIDIA CORP STOCK | $969,680 | 2018-01-30 |
| 2 | 5,172.533 SHARES CAPITAL WORLD BOND FUND CL F3 | $102,261 | 2018-05-11 |
| 3 | 3,131.865 SHARES INTERMEDIATE BOND FUND OF AMERICA CL F3 | $40,965 | 2018-05-11 |
| 4 | LIBERTY MEDIA CORP SR 8.25% 02/01/2030 | $107,250 | 2018-05-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT | $17,990 | $0 | $0 |
| ACCOUNTING AND TAX PREPARATION | $58,550 | $26,348 | $26,348 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $107,250 | EOYBookValueAmt |
| EOYFMV | $97,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $14,108,339 | $16,754,661 |
| GLOBAL SME GROWTH FUND LP | AT COST | $518,176 | $516,117 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $28,078 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $54,524 | $5,452 | $40,893 |
| COMPUTER AND TECHNOLOGY EQUIPMENT | $3,281 | $164 | $2,297 |
| OFFICE SUPPLIES | $3,110 | $155 | $2,177 |
| SOFTWARE SUBSCRIPTIONS | $8,784 | $104 | $8,161 |
| MEMBERSHIP DUES AND SUBSCRIPTIONS | $7,689 | $0 | $3,845 |
| INSURANCE | $787 | $236 | $304 |
| OFFICE EXPENSE | $3,427 | $157 | $2,214 |
| AFFINITY GROUP/MEMBERSHIP GRANTS | $23,720 | $0 | $23,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GLOBAL SME GROWTH FUND LP 988 INCOME | $1,520 | $1,520 | $1,520 |
| GLOBAL SME GROWTH FUND LP | $16,656 | $16,656 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS CORRECTION | Desc |
| Amt | $205,006 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $23,205 | $23,205 | $0 |
| CONSULTING | $120,275 | $27,290 | $77,178 |
| PAYROLL PROCESSING | $1,709 | $171 | $1,197 |
| GRANTS MANAGEMENT SERVICES | $16,500 | $0 | $16,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $60,000 | $0 | $0 |
| FOREIGN TAX | $7,766 | $7,766 | $0 |
| FILING FEES | $210 | $0 | $0 |
| PAYROLL TAXES | $11,930 | $1,193 | $8,351 |