BELLDEGRUN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BELLDEGRUN FAMILY FOUNDATION INC (EIN 47-5149323)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349108624
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T19:56:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | LA WILDFIRE-DR-4856-CA | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | 475149323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELLDEGRUN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NARINE HOVSEPYAN | InCareOfNm |
| Business Name Control | BELL | BusinessNameControlTxt |
| Phone | 3104710457 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 Santa Monica Blvd Floor 15 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSH BRADLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3104710457 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGGORY J HUTCHINS | PreparerPersonNm |
| PTIN | P00365150 | PTIN |
| Phone | 8053748555 | 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 | $45,558,504 | 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 | $4,052,399 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $489,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $494,484 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,813,862 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,698,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,456,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,601 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,355,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,988,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $425 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $425 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,261 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,131 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $383,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $383,016 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $60,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,444 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $525 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,169 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $513,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $420,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,976,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,976,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,489,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $420,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,012,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,866,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,568,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,132 | CashBOYAmt |
| Cash EOY | $235,557 | CashEOYAmt |
| Cash EOYFMV | $235,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $733,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $433,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $433,666 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,039,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,624,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,624,879 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,161,337 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,587,386 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,587,386 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,807,088 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,076,372 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,677,016 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,875,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,957,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,558,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,875,512 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,957,860 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,875,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,957,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,875,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,957,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,875,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,866,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,215,819 | OtherIncreasesAmt |
| Subtotal | $44,957,860 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $44,957,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $8,717,414 | $7,471,835 | $1,245,579 | $1,245,579 |
| PUBLICLY TRADED SECURITIES | D | $1,918,475 | $496,834 | $1,421,641 | $1,421,641 |
| PUBLICLY TRADED SECURITIES | D | $4,061,999 | $1,266,218 | $2,795,781 | $2,795,781 |
| ACCRUED MARKET DISCOUNT | P | $0 | $7,227 | -$7,227 | -$7,227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,456,556 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,396 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $77,396 | SubtotalAmt |
| Tax Based On Investment Income | $77,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,510 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $90,510 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,114 | OverpaymentAmt |
| Applied To ES Tax | $13,114 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | NARINE HOVSEPYAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104714372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 SANTA MONICA BLVD FLOOR 15 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Rebecka Belldegrun | ||||||||
| 10100 Santa Monica Blvd Floor 15 | LOS ANGELES | CA | 90067 | Director and President | 2.0 | $0 | $0 | $0 |
| Dr Arie Belldegrun | ||||||||
| 10100 Santa Monica Blvd Floor 15 | LOS ANGELES | CA | 90067 | Director and Vice-President | 2.0 | $0 | $0 | $0 |
| JOSH BRADLEY | ||||||||
| 10100 Santa Monica Blvd Floor 15 | LOS ANGELES | CA | 90067 | CFO and Secretary | 2.0 | $0 | $0 | $0 |
| AVIS BOHLEN | ||||||||
| 10100 Santa Monica Blvd Floor 15 | LOS ANGELES | CA | 90067 | Secretary | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bellco Capital Advisors Inc | |||||
| 2049 Century Park East Ste 1940 | LOS ANGELES | CA | 90067 | CONSULTING | $325,000 |
| Holthouse Carlin & Van Trigt LLP | |||||
| 3011 TOWNSGATE ROAD SUITE 400 | WESTLAKE VILLAGE | CA | 91361 | Accounting | $62,522 |
| GOLDMAN SACHS & CO LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MNGMT | $58,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $29,102,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $552,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,108,581 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,763,431 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,763,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $656,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,106,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,155,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,155,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,396 | TotalTaxAmt |
| Distributable Before Adj | $2,077,953 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,077,953 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,077,953 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,012,249 | 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 | $2,012,249 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,077,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,897 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,218 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,012,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,012,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $65,704 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $65,704 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $57,514 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $57,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $45,193 | ExcessFromYear2Amt |
| Excess From Year1 | $12,321 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARIE S REBECKA R BELLDEGRUN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRENTWOOD SCHOOL | |||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| Technoserve Inc | |||||||
| 1777 north kent street no 1100 | arlington | VA | 22209 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL OPERATING SUPPORT | $315,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 EAST CALIFORNIA BLVD 234-6 | PASADENA | CA | 91125 | NONE | PC | GENERAL OPERATING SUPPORT | $311,000 |
| Mass General Brigham Incorporated | |||||||
| 399 revolution drive no 645 | somerville | MA | 02145 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $125,000 |
| AMERICAN FRIENDS OF ISRAEL | |||||||
| 1111 mounr lowe dr | altadena | CA | 91101 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| TRUSTEE OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE ROOM 305 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL OPERATING SUPPORT | $220,000 |
| American Friends of the Hebrew University Inc | |||||||
| 199 water street 11th floor | New York | NY | 10038 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Kipp Socal Public Schools | |||||||
| 1933 S Broadway St 1144 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| America Israel Democracy Coalition | |||||||
| 755 West Lancaster Avenue STE 1121 | bryn mawr | PA | 19010 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 |
| NEW YORK CONSOLIDATED INC | |||||||
| 225 WEST 13TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NEW YORK-PRESBYTERIAN FUND INC | |||||||
| 525 EAST 68TH STREET BOX 156 | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $250,000 |
| Society for Immunotherapy of Cancer Inc | |||||||
| 555 E WELLS STREET | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,976,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489,662 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,813,862 | 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 | $2,303,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,303,524 | 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 |
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 Person | ARIE S REBECKA R BELLDEGRUN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 Santa Monica Blvd Floor 15 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,052,399 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (13 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,404 shs Apple Inc. 86 shs ARTHUR J GALLAGHER & CO 710 SHS BROADCOM INC. | $1,053,596 | 2024-12-23 |
| 1 | 125 SHS AXON ENTERPRISE INC 451 shs AMERICAN EXPRESS CO 18 shs BOOKING HOLDINGS INC | $303,568 | 2024-12-23 |
| 1 | 57 shs BAKER HUGHES CO 210 shs CARRIER GLOBAL CORP 145 shs CATERPILLAR INC | $69,426 | 2024-12-23 |
| 1 | 136 shs CAPITAL ONE FINANCIAL CORP 71 shs CENCORA INC. 220 shs COSTCO WHOLESALE CORP | $248,422 | 2024-12-23 |
| 1 | 112 shs DT MIDSTREAM INC. 233 shs GE AEROSPACE 57 shs GE VERNOVA INC. | $69,859 | 2024-12-23 |
| 1 | 2,033 shs ALPHABET INC-CL C 1,440 shs ALPHABET INC-CL A 259 shs GARMIN LTD | $725,842 | 2024-12-23 |
| 1 | 130 shs HARTFORD INSURANCE GROUP INC. 90 shs INTUITIVE SURGICAL INC 7 shs ELI LILLY & CO | $66,867 | 2024-12-23 |
| 1 | 224 shs META PLATFORMS INC-CLASS A 1,645 shs MICROSOFT CORP 69 shs MOTOROLA SOLUTIONS INC. | $881,170 | 2024-12-23 |
| 1 | 128 shs NETFLIX INC 160 shs NRG ENERGY INC 42 shs NEWS CORP - CLASS B | $131,914 | 2024-12-23 |
| 1 | 511 shs NEWS CORP - CLASS A 1,014 shs ORACLE CORP 224 shs PROGRESSIVE CORP | $238,860 | 2024-12-23 |
| 1 | 649 shs PENTAIR PLC 124 shs REPUBLIC SERVICES INC 401 shs SYNCHRONY FINANCIAL | $116,814 | 2024-12-23 |
| 1 | 127 shs T-MOBILE US INC. 95 shs WABTEC CORP 626 shs WELLTOWER INC. | $124,418 | 2024-12-23 |
| 1 | 281 shs WILLIAMS COS INC. 36 shs WALMART INC. 32 shs EXXON MOBIL CORP | $21,643 | 2024-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $68,261 | Amt |
| Net Investment Income | $34,131 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,130 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 1, PART I, LINE 4 IRC SECTION 171(C) | FormAndLineReferenceDesc |
| Medium Explanation | BELLDEGRUN FAMILY FOUNDATION, INC. HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED HIGH YIELD BOND FUND | $1,052,159 | $1,052,159 |
| GOLDMAN SACHS - SEE STMT ATTAC | $8,535,227 | $8,535,227 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,428.44 SHS ARTISIAN: DYNAMIC | $1,220,676 | $1,220,676 |
| GS GQG PARTNERS INTERNATIONAL | $0 | $0 |
| MSCI EAFE HEDGED EQUITY INDEX | $2,174,287 | $2,174,287 |
| RUSSELL 2000 INDEX FUND (ISHA | $523,896 | $523,896 |
| ISHARES S&P 500 INDEX FUND | $13,777,814 | $13,777,814 |
| RUSSELL 1000 VALUE INDEX FUND | $0 | $0 |
| BLACKROCK ADVANTAGE SMALL CAP | $521,183 | $521,183 |
| GOLDMAN SACHS - SEE STMT ATTAC | $0 | $0 |
| MSCI EAFE GROWTH INDEX FUND | $1,306,915 | $1,306,915 |
| MSCI EAFE INDEX FUND (ISHARES) | $100,108 | $100,108 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEST STREET STRATEGIC SOLUTION | FMV | $742,361 | $742,361 |
| D1 CAPITAL PARTNERS | FMV | $4,623,659 | $4,623,659 |
| GORDONMD LONG BIASED OFFSHORE | FMV | $2,406,135 | $2,406,135 |
| ECOR1 CAPITAL OFFSHORE FUND | FMV | $1,381,267 | $1,381,267 |
| WEST STREET MEZZANINE PARTNERS | FMV | $826,075 | $826,075 |
| 8478 MELROSE AVENUE LLC | FMV | $500,000 | $500,000 |
| DRAGONEER OPP. OFFSHORE FEEDER | FMV | $1,050,924 | $1,050,924 |
| SYMBIOTIC CAPITAL LIFE SCIENCE | FMV | $1,989,968 | $1,989,968 |
| SHAMROCK CAPITAL CONTENT FUND | FMV | $821,151 | $821,151 |
| COTULLA AVIATION LP | AT COST | $734,832 | $1,335,476 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $425 | LegalFeesAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $659 | $661 |
| BOOKS & SUBSCRIPTIONS | $508 | $508 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,601 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,215,819 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CONSULTING | $325,000 | $325,000 |
| INVESTMENT MANAGEMENT FEES | $58,016 | $58,016 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $3,444 | |
| STATE TAXES | $525 | $525 | |
| FEDERAL EXCISE TAX | $60,000 |