DELLA MARTIN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DELLA MARTIN FOUNDATION (EIN 23-7444954)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201701239349100720
- Schema version
- 2016v3.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T11:37:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S Hope St Suite 1500 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237444954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Della Martin Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Sheppard Mullin Richter & Hampton LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHEPPARDMULLINRICHTER&HAMP | InCareOfNm |
| Business Name Control | DELL | BusinessNameControlTxt |
| Phone | 2136174143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 South Hope Street 43RD Floor | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE K GOULD JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2136174143 | PhoneNum |
| Signature | 2017-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carey McKee | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2017-04-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95488420171155000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8583CA84246FFA299C1DD409047CE8711BA5FB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8583CA84246FFA299C1DD409047CE8711BA5FB5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,323,858 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $434,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,416,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $434,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $605,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $605,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,340 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,360 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,296 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,924 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,924 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $139,920 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $489,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $527,930 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $123,950 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,374 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,374 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,394,754 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,290,985 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,308,606 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,830,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,345,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,033,246 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,147,002 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $754,220 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $761,632 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,496,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,611,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,323,858 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,496,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,611,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,496,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,611,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,496,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,611,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,496,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,170 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,611,252 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,611,252 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| AVAILABLE UPON REQUEST | P | $20,995 | $22,814 | -$1,819 | -$1,819 |
| AVAILABLE UPON REQUEST | P | $2,395,242 | $1,958,956 | $436,286 | $436,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $434,467 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,819 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $421,744 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,082,770 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052178 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $377,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,036,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $358,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,439,115 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048172 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $317,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,762,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046904 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $310,232 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,694,225 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046343 | DistributionYr5Rt |
| Total Distribution | 0.240552 | TotalDistributionRt |
| Average Distribution | 0.04811 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,990,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $384,421 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,279 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $389,700 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $412,760 | 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 | $5,279 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,279 | SubtotalAmt |
| Tax Based On Investment Income | $5,279 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,818 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,818 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,539 | OverpaymentAmt |
| Applied To ES Tax | $2,539 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | false | 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 | SHEPPARDMULLINRICHTER&HAMPTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2136174143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 S HOPE ST 43RD FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| EILEEN D SHEPPARD | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | TRUSTEE | 0.5 | $2,000 | $0 | $0 |
| PHILIP A SWAN | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | TRUSTEE | 0.5 | $2,000 | $0 | $0 |
| ALLEN W MATHIES JR M D | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | TRUSTEE | 0.5 | $2,000 | $0 | $0 |
| LAURENCE K GOULD JR | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | TRUSTEE | 2.8 | $0 | $0 | $0 |
| JAMES A LONERGAN | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| NANCY B REIMANN | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| KELLY KINNON | ||||||||
| 333 South Hope Street 43RD Floor | Los Angeles | CA | 90071 | Trustee | 0.5 | $2,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,715,791 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $396,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,112,138 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,112,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,990,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $399,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $399,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,279 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,279 | TotalTaxAmt |
| Distributable Before Adj | $394,244 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $394,244 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $394,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $412,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,279 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $407,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $394,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $274,480 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $274,480 | AppliedToYear1Amt |
| Applied To Current Year | $138,280 | 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 |
| Undistributed Income CY | $255,964 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURENCE K GOULD JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SOUTH HOPE STREET 43rd FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2136174143 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER DESCRIBING PURPOSE OF GRANT, DESCRIPTION OF REQUESTING ORGANIZATION, AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RESEARCH INTO CAUSES OF AND CURES FOR MENTAL ILLNESS. RESTRICTED TO PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS. NO GRANTS TO INDIVIDUALS. PREFERENCE GIVEN TO SOUTHERN CALIFORNIA ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UCLA FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10945 LE CONTE AVENUE SUITE 3132 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900951784 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE DISTRIBUTION TO ESTABLISH THE "DELLA MARTIN EDUCATIONAL ENDOWMENT IN DEVELOPMENTAL NEUROBIOLOGY" AT THE SEMEL INSTITUTE FOR NEUROSCIENCE AND HUMAN BEHAVIOR AT UCLA | GrantOrContributionPurposeTxt |
| Amt | $350,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,530 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $434,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $605,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $605,090 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $11,000 | Amt |
| Disbursements Charitable Prps | $11,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 990PF, PART VII-B, LINE 1(A)(3) | FORM 990PF, PART VII-B, LINE 1(A)(3) | LEGAL FEES ARE PAID TO THE LAW FIRM OF SHEPPARD, MULLIN, RICHTER, AND HAMPTON LLP FOR LEGAL AND ADMINISTRATIVE SERVICES REQUIRED DURING THE YEAR. VARIOUS TRUSTEES OF THE FOUNDATION ARE COUNSEL TO or a partner of THE LAW FIRM. THE FEES PAID TO THE FIRM ARE REASONABLE AND NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSES, AND ACCORDINGLY, ARE NOT CONSIDERED ACTS OF SELF-DEALING. |
| FORM 990PF, PART VII-B, LINE 1(A)(4) | FORM 990PF, PART VII-B, LINE 1(A)(4) | AMOUNTS PAID TO TRUSTEES REPRESENT HONORARIA PAYMENTS TO COMPENSATE FOR REASONABLE AND NECESSARY EXPENSES INCURRED DUE TO THEIR DUTIES AS TRUSTEES OF THE FOUNDATION. THESE AMOUNTS ARE NOT CONSIDERED ACTS OF SELF-DEALING. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL ELEC CO | ||
| GOLDMAN SACHS | $147,912 | $151,398 |
| ILLINOIS TOOLS WKS INC | ||
| MERRILL LYNCH SUB NT | ||
| PAYPAL HOLDINGS INC | ||
| PEPSICO INC | ||
| VERIZON COMMUNICATIONS INC | $228,753 | $232,290 |
| WELLS FARGO & CO NEW | $377,555 | $377,944 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $85,240 | $156,550 |
| ACE LTD | ||
| ADOBE SYS INC | $95,071 | $205,900 |
| AES CORP | $99,917 | $92,960 |
| AMERIPRISE FINL INC | $128,369 | $146,996 |
| AMGEN INC | $113,092 | $109,658 |
| ANSYS INC | $42,535 | $41,990 |
| ARCHER DANIELS MIDLAND CO | $125,580 | $127,820 |
| BANCO BILBAO VIZCAYA ARGENTARI | $154,679 | $129,151 |
| BANK AMER CORP | $123,006 | $198,900 |
| BAXTER INTL INC | $156,347 | $181,794 |
| BOK FINL CORP | $58,672 | $91,344 |
| CHUBB LTD | $128,209 | $146,125 |
| COCA COLA CO | $116,367 | $114,015 |
| COTY INC | $48,735 | $51,268 |
| CULLEN I FROST BANKERS INC | $76,077 | $97,053 |
| DANAHER CORP DEL | $118,070 | $118,706 |
| DEERE & CO | $39,276 | $113,344 |
| DIAGEO PLC | ||
| DOW CHEM CO | $87,925 | $148,772 |
| EMC CORP | ||
| EQT CORP | $124,478 | $115,104 |
| FIRST REP BK SAN FRANCISCO | $53,570 | $124,758 |
| GENERAL DYNAMICS CORP | $88,730 | $189,926 |
| GENERAL ELEC CO | ||
| HALLIBURTON CO | $105,783 | $129,816 |
| HERSHEY CO | ||
| HOME DEPOT INC | $66,873 | $214,528 |
| ITC HLDGS CORP | ||
| J P MORGAN CHASE & CO | $33,943 | $112,177 |
| LENNAR CORP | $113,764 | $141,669 |
| M & T BK CORP | $50,022 | $132,966 |
| MARTIN MARIETTA MATLS INC | $121,092 | $221,530 |
| MEDTRONIC INC | $188,528 | $174,514 |
| MICROCHIP TECHNOLOGY INC | $128,991 | $173,205 |
| MICROSOFT CORP | $121,724 | $208,169 |
| MITSUBISHI UFJ FINL GROUP INC | $108,506 | $103,488 |
| MONDELEZ INTL INC | $129,593 | $150,722 |
| NATIONAL FUEL GAS CO N J | $114,630 | $96,288 |
| NOVARTIS AG | $163,051 | $127,470 |
| ORACLE CORP | ||
| OSHKOSH TRUCK CORP | $128,345 | $164,756 |
| PAYPAL HOLDINGS INC | $69,107 | $110,516 |
| PHILLIPS 66 | $117,707 | $181,461 |
| PIONEER NAT RES CO | $106,087 | $126,049 |
| PPG INDS INC | $131,484 | $118,450 |
| TE CONNECTIVITY LTD | ||
| TEXAS INSTRS INC | $28,082 | $114,782 |
| TIME WARNER INC | $55,187 | $202,712 |
| UNILEVER N V ADR | $88,311 | $135,497 |
| WALGREENS BOOTS ALLIANCE INC | $110,918 | $190,347 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,290,985 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,308,606 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $56,700 | LegalFeesAmt |
| Net Investment Income | $11,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $45,360 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MGMT FEES | $48,330 | $48,330 |
| BANK FEES | $13,966 | $13,966 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,924 | Amt |
| Net Investment Income | $1,924 | NetInvestmentIncomeAmt |