AVERY DENNISON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AVERY DENNISON FOUNDATION (EIN 95-3251844)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-23
- IRS object ID
- 201812969349100101
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-23T08:31:11-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953251844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERY DENNISON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 6263042000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE NO 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA PROCELLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6263042000 | PhoneNum |
| Signature | 2018-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.186.35.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-09 | IPDt |
| IP Tm | 16:18:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D01638DAE8D868EB136283B9222ABE2A2B9AA10 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A5B9BBBC0C15FAE84D58941C3D029285B6C5672 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,826,828 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $56,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,013,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $984,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $997,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,899,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $997,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,067,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,981,603 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,394 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,939 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,455 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,691 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,691 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,544 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $62,216 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $62,216 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $147 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,130,248 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,130,248 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,389,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,290,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $677,724 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,890,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,195 | CashBOYAmt |
| Cash EOY | $173,015 | CashEOYAmt |
| Cash EOYFMV | $173,015 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $6,320 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,060,306 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,060,306 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,937,138 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,692,399 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,692,399 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,901,108 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,901,108 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,023,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,826,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,826,828 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $8,509 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,509 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,870,542 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,860,375 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $153,111 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $957,944 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $10,000,000 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $10,000,000 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,023,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,818,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,023,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,826,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,023,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $677,724 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,116,942 | OtherIncreasesAmt |
| Subtotal | $27,818,319 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,818,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,899,491 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,902,199 | CostOrOtherBasisAmt |
| Gain Or Loss | $997,292 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $997,292 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $997,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,135,964 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,091,716 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,018,706 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,528,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038400 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,088,391 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,251,632 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039939 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $928,568 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,954,068 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046535 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $922,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,670,505 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058872 | DistributionYr5Rt |
| Total Distribution | 0.232940 | TotalDistributionRt |
| Average Distribution | 0.046588 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,742,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,245,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,908 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,264,785 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,290,222 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,940 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,940 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,032 | OverpaymentAmt |
| Applied To ES Tax | $11,032 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | AVERYDENNISON.COM/AVE/EN_US/SUSTAINABILITY/COMMUN | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICIA PROCELLO MADDOX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6263042000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE NO 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALICIA MADDOX | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | PRESIDENT | 25.00 | $0 | $0 | $0 |
| CYNTHIA GUENTHER | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | CFO | 2.00 | $0 | $0 | $0 |
| ANNE HILL | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | SECRETARY | 2.00 | $0 | $0 | $0 |
| GEORGE GRAVANIS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEROEN DIDENCH | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RISHI PARDAL | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DEON STANDER | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| AMY WHITE | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVE EDWARDS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TINA HART | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GREG LOVINS | ||||||||
| 207 GOODE AVE SUITE 500 | GLENDALE | CA | 91203 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAYDEN & RYGEL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH GRAND | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $88,691 | CompensationAmt |
| 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 | $26,821,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,123 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,149,693 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,149,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $407,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,742,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,337,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,337,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,908 | TotalTaxAmt |
| Distributable Before Adj | $1,318,214 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,318,214 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,318,214 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,290,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,290,222 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,908 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,271,314 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,318,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,074,172 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,290,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,074,172 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,102,164 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INSTITUTE OF INTERNATIONAL EDUCATION | ||||||
| 809 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | INVENT CHINA AND INDIA 2017 | $225,281 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | WWF FOR NATURE SINGAPORE | $105,263 |
| UNICEF USA | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $100,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PC | REFUGEE CRISIS SYRIA | $100,000 |
| RAINFOREST ALLIANCE | ||||||
| 233 BROADWAY 28TH FLOOR | NEW YORK | NY | 10279 | PC | GENERAL SUPPORT | $100,000 |
| KING BAUDOUIN FNDTN UNITED STATES INC | ||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | PC | GRANTING WISHES | $90,000 |
| THE RESOURCE FOUNDATION | ||||||
| 237 WEST 35TH STREET SUITE 1203 | NEW YORK | NY | 10001 | PC | GRANTING WISHES | $120,000 |
| UNITED WAY OF GREATER LOS ANGELES | ||||||
| 1150 S OLIVE STREET SUITE T500 | LOS ANGELES | CA | 90015 | PC | GENERAL SUPPORT | $50,000 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | MAI NHA CHILDREN FOUNDATION | $24,448 |
| SCHOLARSHIP AMERICA | ||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | PC | US SCHOLARS PROGRAM | $21,820 |
| THE RESOURCE FOUNDATION | ||||||
| 237 WEST 35TH STREET SUITE 1203 | NEW YORK | NY | 10001 | PC | REFORESTAMOS MEIXCI RA GRANT | $21,600 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | HABITAT FOR HUMANITY HONG KONG | $18,948 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | CHINA YOUTH DEVELOPMENT FOUNDATION | $17,000 |
| DEEPWOOD FOUNDATION | ||||||
| 8121 DEEPWOOD BLVD | MENTOR | OH | 44060 | PC | GRANTING WISHES | $12,000 |
| MENTOR SCHOOLS | ||||||
| 6451 CENTER STREET | MENTO | OH | 44060 | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN RED CROSS | ||||||
| 11355 OHIO AVENUE | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $10,000 |
| CHARITIES AID FOUNDATION | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | MEMON INDUSTRIAL AND TECHNICAL INSTITUTE | $7,500 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS OF LAKE COUNTY | ||||||
| ONE VICTORIA SQUARE SUITE 260 | PAINESVILLE | OH | 44077 | PC | GRANTING WISHES | $6,000 |
| ECUMENICAL SHELTER NETWORK OF LAKE COUNTY | ||||||
| 25 FREEDOM ROAD | PAINESVILLE | OH | 44077 | PC | GRANTING WISHES | $6,000 |
| COUNCIL ON FOUNDATIONS | ||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | PC | GENERAL SUPPORT | $4,600 |
| DRESS FOR SUCCESS COLUMBUS | ||||||
| 1204 NORTH HIGH STREET | COLUMBUS | OH | 43201 | PC | GRANTING WISHES | $3,000 |
| PENN-YORK VALLEY PROJECT GROW | ||||||
| 112 NORTH STREET | ATHENS | PA | 18810 | PC | GRANTING WISHES | $3,000 |
| HELPING HANDS OF DAYTON | ||||||
| 2686 ROCKCASTLE COURT | MIAMISBURG | OH | 45342 | PC | GRANTING WISHES | $3,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | ||||||
| 8446 VIRGINIA STREET | MERRILLVILLE | IN | 46410 | PC | GRANTING WISHES | $3,000 |
| MEMPHIS LEADERSHIP FOUNDATION INC | ||||||
| 1548 POPLAR | MEMPHIS | TN | 38104 | PC | GRANTING WISHES | $3,000 |
| SPCA OF THE TRIAD | ||||||
| 3163 HINES CHAPEL ROAD | GREENSBORO | NC | 27405 | PC | GRANTING WISHES | $3,000 |
| FEED MY STARVING CHILDREN | ||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | PC | GRANTING WISHES | $3,000 |
| QUAKERTOWN BAND OF QUAKERTOWN | ||||||
| 112 N HELLERTOWN AVENUE | QUAKERTOWN | PA | 18951 | PC | GRANTING WISHES | $3,000 |
| UPPER BUCKS COUNTY TECHNICAL SCHOOL | ||||||
| 3115 RIDGE ROAD | PERKASIE | PA | 18944 | PC | GRANTING WISHES | $3,000 |
| RSVP OF ALLEN COUNTY INC | ||||||
| 3401 LAKE AVENUE SUITE 4 | FORT WAYNE | IN | 46805 | PC | GRANTING WISHES | $3,000 |
| SUB ZERO MISSION | ||||||
| PO BOX 532 | PERRY | OH | 44081 | PC | GRANTING WISHES | $3,000 |
| THE SALVATION ARMY - FOX CITIES | ||||||
| 69 PEARL STREET | PAINESVILLE | OH | 44077 | PC | GRANTING WISHES | $3,000 |
| BALTIMORE OUTREACH SERVICES INC | ||||||
| 701 S CHARLES STREET | BALTIMORE | MD | 21230 | PC | GRANTING WISHES | $3,000 |
| OREGON FOOD BANK | ||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | PC | GRANTING WISHES | $3,000 |
| SHARE-A-VISION CO INC | ||||||
| 7211 GREEN VALLEY DRIVE | MENTOR | OH | 44060 | PC | GRANTING WISHES | $3,000 |
| OPERATION BE KIND | ||||||
| 231 N SYCAMORE STREET | SANTA ANA | CA | 92701 | PC | GRANTING WISHES | $3,000 |
| FINE ARTS ASSOCIATION OF WILLOUGHBY | ||||||
| 38660 MENTOR AVENUE | WILLOUGHBY | OH | 44094 | PC | GRANTING WISHES | $3,000 |
| ASHTABULA COUNTY COMMUNITY ACTION AGENCY | ||||||
| 6920 AUSTINBURG ROAD | ASHTABULA | OH | 44004 | PC | GRANTING WISHES | $3,000 |
| PAINESVILLE CITY LOCAL SCHOOLS EDUCATIONAL FOUNDATION | ||||||
| 58 JEFFERSON STREET | PAINESVILLE | OH | 44077 | PC | GRANTING WISHES | $3,000 |
| PANTS OFF RACING | ||||||
| 1200 MANHATTAN AVENUE | MANHATTAN BEACH | CA | 90266 | PC | GRANTING WISHES | $3,000 |
| AUTISM UNBOUND | ||||||
| PO BOX 41166 | GREENSBORO | NC | 27404 | PC | GRANTING WISHES | $3,000 |
| FRIENDS OF RECOVERY | ||||||
| PO BOX 226 | WILLOUGHBY | OH | 44096 | PC | GRANTING WISHES | $3,000 |
| PAJAMA PROGRAM INC | ||||||
| 114 EAST 39TH STREET | NEW YORK | NY | 10016 | PC | GRANTING WISHES | $3,000 |
| STRATEGIC PLANNING | ||||||
| 207 GOODE AVENUE SUITE 500 | GLENDALE | CA | 91203 | PC | GENERAL OPERATING SUPPORT | $10,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,130,248 | 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 | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,013,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $997,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,011,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,011,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVERY DENNISON CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 207 GOODE AVENUE SUITE 500 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $56,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,394 | Amt |
| Net Investment Income | $1,939 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,455 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PAYDEN CORE BOND FUND | $6,617,719 | $6,617,719 |
| PAYDEN FLOATING RATE FD | $1,097,982 | $1,097,982 |
| PAYDEN STRATEGIC INCM | $2,185,407 | $2,185,407 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB INTERNATIONAL | $1,315,708 | $1,315,708 |
| SCHWAB US SMALL CAP ETF | $1,299,280 | $1,299,280 |
| SELECT STR FINANCIAL | $1,297,563 | $1,297,563 |
| SPDR S&P 500 ETF | $5,887,761 | $5,887,761 |
| VANGUARD REIT ETF | $385,731 | $385,731 |
| PAYDEN EQUITY INCOME FD | $6,506,356 | $6,506,356 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,060,306 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,060,306 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $147 | $147 | $0 |
| GIFTS SOFTWARE | $19,303 | $0 | $19,303 |
| MISCELLANEOUS EXPENSES | $4,000 | $0 | $4,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,116,942 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $88,691 | Amt |
| Net Investment Income | $88,691 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,509 | $0 | $0 |
| FILING FEES | $35 | $0 | $0 |