DBJ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DBJ FOUNDATION (EIN 34-1661482)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202533099349101643
- Schema version
- 2024v5.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T16:10:15-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | THE TAX PREPARERS OF THIS ENTITY ARE LOCATED IN LOS ANGELES COUNTY AND WERE IMPACTED BY THE WILDFIRE | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 208161914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NKSFB LLC DBA - FOCUS OPERATING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 WILSHIRE BLVD SUITE 700 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341661482 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DBJ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DBJF | BusinessNameControlTxt |
| Phone | 3108297654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVENUE EAST 2430 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID H JACOBS JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108297654 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD AVERY | PreparerPersonNm |
| PTIN | P01050345 | PTIN |
| Phone | 3108297654 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,735,431 | 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 | $1,226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $416,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $416,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,050,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,682 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,086 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,086 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,048,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,048,739 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,572 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $195,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,174 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $105,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,344 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,312 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,168 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,960,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,960,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,187,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,074,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,139,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $948,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,007 | CashBOYAmt |
| Cash EOY | $94,056 | CashEOYAmt |
| Cash EOYFMV | $94,056 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $551,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $979,682 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $979,682 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,955,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,868,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,661,693 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,526,415 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $21,081,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,942,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,735,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,081,775 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,942,539 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,081,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,942,539 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,081,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,942,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,081,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,139,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,942,539 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,942,539 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL INCOME BUILDER-A | P | 2015-05-14 | 2024-12-05 | $282,000 | $236,131 | $45,869 | $45,869 |
| CAPITAL INCOME BUILDER-A | P | 2015-05-14 | 2024-12-06 | $300,000 | $251,341 | $48,659 | $48,659 |
| CAPITAL INCOME BUILDER-A | P | 2024-12-06 | $200,000 | $167,560 | $32,440 | $32,440 | |
| INCOME FUND OF AMERICA-A | P | 2013-05-21 | 2024-02-22 | $567,000 | $517,713 | $49,287 | $49,287 |
| INCOME FUND OF AMERICA-A | P | 2013-05-21 | 2024-04-24 | $100,000 | $90,502 | $9,498 | $9,498 |
| INCOME FUND OF AMERICA-A | P | 2013-05-21 | 2024-04-24 | $100,000 | $90,502 | $9,498 | $9,498 |
| INCOME FUND OF AMERICA-A | P | 2013-05-21 | 2024-12-05 | $250,000 | $204,972 | $45,028 | $45,028 |
| BOND FUND OF AMERICA-A | P | 2024-12-05 | $7,267 | $6,935 | $332 | $332 | |
| BOND FUND OF AMERICA-A | P | 2024-12-05 | $311 | $297 | $14 | $14 | |
| SCHWAB 5649-0198 ST | P | 2024-12-31 | $2,984,549 | $2,992,830 | -$8,281 | -$8,281 | |
| SCHWAB 5649-0198 LT | P | 2024-12-31 | $6,030,732 | $5,863,209 | $167,523 | $167,523 | |
| CAPITAL GAINS DIVIDENDS | P | $228,815 | $228,815 | $228,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,682 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,408 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,408 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,778 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | 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 | DBJFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | AVERY GREIG | IndividualWithBooksNm |
| Phone | 3108297654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 WILSHIRE BLVD 700 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID H JACOBS JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 ENTRADA DR | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $22,361,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $658,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,019,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,019,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $345,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,674,099 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,133,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,133,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,186 | TotalTaxAmt |
| Distributable Before Adj | $1,120,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,120,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,120,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,074,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,074,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,120,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $433,207 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $385,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $437,399 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,256,376 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,074,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,120,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $954,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,210,597 | 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 | $433,207 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,777,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $385,770 | ExcessFromYear3Amt |
| Excess From Year1 | $437,399 | ExcessFromYear1Amt |
| Excess From Current Year | $954,221 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID H JACOBS JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID H JACOBS JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 ENTRADA DR | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3105731410 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER THAT INDICATES THE PURPOSE, THE INTENT, AND PROJECTED DATE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, COMMUNITY, AND CHARITABLE PROGRAMS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORNUCOPIA INC | |||||||
| 18120 SLOANE AVENUE | LAKEWOOD | OH | 44107 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | -$50,000 |
| THE TREVOR PROJECT | |||||||
| 9056 SANTA MONICA BLVD 100 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $10,000 |
| VOCATIONAL GUIDANCE SERVICES | |||||||
| 2239 EAST 55TH ST | CLEVELAND | OH | 44103 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $15,000 |
| THE GATHERING PLACE | |||||||
| 2650 S JOHN WILLIAMS WAY E | TULSA | OK | 74114 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $15,000 |
| THE CITY MISSIONLAURA'S HOME | |||||||
| 33 JOURNEY STE 150 | ALISO VIEJO | CA | 92656 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $15,000 |
| ATTICA CONSOLIDATED SCHOOL CORPORATION | |||||||
| 205 E SYCAMORE ST | ATTICA | IN | 47918 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $20,000 |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 W 6TH FL 4 | CLEVELAND | OH | 44113 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $20,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 101 W ARGONNE DRIVE 62 | ST LOUIS | MO | 63122 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $20,000 |
| PROJECT OPEN HAND | |||||||
| 730 POLK STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $20,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $25,000 |
| UNITED CEREBRAL PALSY OF GREATER CLEVELA | |||||||
| 10011 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $25,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $25,000 |
| THE POINT FOUNDATION | |||||||
| 5757 WILSHIRE BLVD 307 | LOS ANGELES | CA | 90036 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $50,000 |
| CLEVELAND SIGHT CENTER | |||||||
| 1900 EAST 101ST ST PO BOX 1988 | CLEVELAND | OH | 44106 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $75,000 |
| CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $75,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 526 SUPERIOR AVE STE 1400 | CLEVELAND | OH | 44114 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $100,000 |
| NORTH POINT EDUCATIONAL SERVICE CENTER | |||||||
| 4918 MILAN ROAD | SANDUSKY | OH | 44870 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $500,000 |
| EITELJORG MUSEUM | |||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | N/A | PC | CONTRIBUTION TO TAX-EXEMPT ORG GENERAL FUND | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,960,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,226 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416,745 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,086 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $628,682 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,048,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,048,739 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,145 | Amt |
| Net Investment Income | $8,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,572 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS | $5,287,870 | $6,056,263 |
| CHARLES SCHWAB | $13,580,931 | $16,605,430 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT SUPPORT | Desc |
| Revenue And Expenses Per Books | $1,312 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,168 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHWAB - NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $2,086 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,086 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISOR FEES | $90,174 | $90,174 | $0 | $0 |
| TRAINING & COACHING | $105,000 | $0 | $0 | $105,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL | $13,000 | $0 | $0 | $0 |
| FOREIGN | $1,344 | $1,344 | $0 | $0 |
| STATE | $0 | $0 | $0 | $0 |