TARBLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TARBLE FOUNDATION (EIN 20-3510478)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201901349349104130
- Schema version
- 2017v2.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T15:44:17-07:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651210974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203510478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARBLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA LOUISE A TARBLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TARB | BusinessNameControlTxt |
| Phone | 2134528511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARMANDO SALINAS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Moshe Y Graber | PreparerPersonNm |
| PTIN | P00653955 | PTIN |
| Phone | 3105521600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,782,508 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $258,219 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $258,219 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,460,842 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,460,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,046,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,118,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,046,365 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,912 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,912 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,833,338 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,833,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,952 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,951 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,284 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,284 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $108,677 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $35,151 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $73,526 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $243,777 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,777 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,641 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,641 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $418,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,575,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,575,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,993,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,679,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,160,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,518,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,503,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,569,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,569,703 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $188,204 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $37,953,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,232,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $52,957,074 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,746,738 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,419,091 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,235,941 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $52,237 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,790 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,790 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,444,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,240,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,782,508 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $53,444,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,240,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,444,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,240,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,444,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,240,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,444,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,160,590 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,956,574 | OtherIncreasesAmt |
| Subtotal | $54,240,777 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $54,240,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SEC-MORGAN STANLEY #6454 | P | 2015-01-01 | 2017-01-01 | $9,503,684 | $8,494,461 | $1,009,223 | $1,009,223 |
| PUBLICLY TRADED SEC-MORGAN STANLEY #6394 | P | 2015-01-01 | 2017-01-01 | $1,010,555 | $948,583 | $61,972 | $61,972 |
| PUBLICLY TRADED SEC-MORGAN STANLEY #6641 | P | 2015-01-01 | 2017-01-01 | $1,027,861 | $1,030,079 | -$2,218 | -$2,218 |
| PUBLICLY TRADED SEC-MORGAN STANLEY #7631 | P | 2015-01-01 | 2017-01-01 | $576,299 | $598,911 | -$22,612 | -$22,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,046,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,282,889 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $89,118,210 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.45202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,522,472 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $111,374,101 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02265 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,074,526 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $100,417,960 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17999 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,517 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $96,702,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,131,028 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,650,530 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02780 | DistributionYr5Rt |
| Total Distribution | 0.684016 | TotalDistributionRt |
| Average Distribution | 0.136803 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,599,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,247,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,188 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,273,034 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,679,358 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50,375 | SubtotalAmt |
| Tax Based On Investment Income | $50,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166,107 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $166,107 | TotalPaymentsAndCreditsAmt |
| Overpayment | $115,732 | OverpaymentAmt |
| Applied To ES Tax | $115,732 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | GERBER & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105521600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAN TARBLE | ||||||
| 1880 CENTURY PARK EAST ste 200 | LOS ANGELES | CA | 90067 | Trustee | 1.00 | $0 |
| SAN PASQUAL FIDUCIARY TRUST CO | ||||||
| 400 SOUTH HOPE STREET SUITE 1 | LOS ANGELES | CA | 90071 | Trustee | 0.00 | $26,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1999 AVENUE OF THE STARS SUITE 2400 | LOS ANGELES | CA | 90067 | INVESTMENT MANAGEMEN | $243,777 |
| GERBER & COINC | |||||
| 1880 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | ACCOUNTING/TAX PREP | $70,302 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,049,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,579,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,629,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $68,629,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,029,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,599,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,379,987 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,379,987 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,375 | TotalTaxAmt |
| Distributable Before Adj | $3,329,612 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,329,612 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,329,612 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,679,358 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,679,358 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $7,679,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,329,612 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $13,342,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $35,885,926 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,228,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,679,358 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,329,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,349,746 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,578,654 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $53,578,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,342,982 | ExcessFromYear3Amt |
| Excess From Year1 | $35,885,926 | ExcessFromYear1Amt |
| Excess From Current Year | $4,349,746 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| St John's health center foundation | |||||||
| 2121 Santa Monica Blvd | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL PURPOSE | $2,501,614 |
| Lake Forest College | |||||||
| 555 NORTH SHERIDAN ROAD | LAKE FOREST | IL | 60045 | N/A | PC | general purpose | $50,000 |
| With Love Jan Inc | |||||||
| 10866 WILSHIRE BLVD SUITE 370 | Los Angeles | CA | 90024 | N/A | PF | GENERAL PURPOSE | $5,023,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,575,597 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,219 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,460,842 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,046,365 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,833,338 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,833,338 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| accounting fees | $70,302 | $35,151 | $0 | $35,151 |
| audit fees | $38,375 | $0 | $0 | $38,375 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | CategoryTxt |
| Legal Fees | $3,284 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,284 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | interest receivable | Desc |
| BOY Book Value | $52,237 | BOYBookValueAmt |
| EOY Book Value | $19,790 | EOYBookValueAmt |
| EOYFMV | $19,790 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $67,912 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67,912 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | excess of fair market value over book value of donated stock | Desc |
| Amt | $5,956,574 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $243,777 | Amt |
| Net Investment Income | $243,777 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN TARBLE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH HOPE STREET SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | foreign tax | CategoryTxt |
| Amt | $35,641 | Amt |
| Net Investment Income | $35,641 | NetInvestmentIncomeAmt |