CLARENCE S BROOKS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE S BROOKS FOUNDATION (EIN 20-1835676)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-07-31
- IRS object ID
- 201722129349100112
- Schema version
- 2015v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-31T14:45:44-07:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER WARD & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16030 Ventura Blvd Suite 300 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201835676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARENCE S BROOKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3106577711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 WILSHIRE BL | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY RATNER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark W Greenberg | PreparerPersonNm |
| PTIN | P00089733 | PTIN |
| Phone | 8183854999 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,550,427 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $162,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,142 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $162,142 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $730,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,558,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $730,830 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,560 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $894,533 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892,973 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $162,143 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $399,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $30,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,293 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,585 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,198 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,198 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,679 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,679 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $528,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,293 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,612 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $529,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,293 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,112 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $365,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $808,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $162,143 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $176,692 | CashBOYAmt |
| Cash EOY | $84,889 | CashEOYAmt |
| Cash EOYFMV | $84,889 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,123 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,332 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,332 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,332 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,004,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,121,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,278,468 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $101,422 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $72,170 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,615 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,685,410 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $6,043,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,418,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,550,427 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $9,842 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $9,842 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,043,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,408,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,043,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,408,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,043,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,418,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,043,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $365,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,408,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,408,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB US LARGE CAP EQUITIES | P | 2009-09-10 | 2016-02-03 | $1,927,795 | $1,087,985 | $839,810 | $839,810 |
| SCHWAB STEELPATH FUND | P | 2012-08-29 | 2016-07-21 | $400,000 | $504,132 | -$104,132 | -$104,132 |
| SCHWAB LATTICE ROC 70 FUND | P | 2012-10-10 | 2015-11-11 | $862,377 | $834,587 | $27,790 | $27,790 |
| SCHWAB SMID FUND | P | 2012-12-23 | 2016-04-05 | $433,976 | $473,225 | -$39,249 | -$39,249 |
| SCHWAB INTL EQUITIES FUND | P | 2009-09-10 | 2016-04-22 | $934,469 | $927,858 | $6,611 | $6,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $730,830 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $725,777 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,770,272 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.10720 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,217,290 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,106,845 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15016 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,487,195 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,079,990 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.49419 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,155,731 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,825,764 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.28031 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,587,846 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,747,790 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.10083 | DistributionYr5Rt |
| Total Distribution | 1.132677 | TotalDistributionRt |
| Average Distribution | 0.226535 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,979,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,354,540 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,087 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,362,627 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,112 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,174 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,174 | SubtotalAmt |
| Tax Based On Investment Income | $16,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,332 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,332 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $9,849 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | JEFFREY RATNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106577711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 WILSHIRE BL 330 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902113118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY RATNER | ||||||
| 8501 WILSHIRE BL 330 | BEVERLY HILLS | CA | 902113118 | President | 40.00 | $274,980 |
| IRENE GELFEN | ||||||
| 8501 WILSHIRE BL 330 | BEVERLY HILLS | CA | 902113118 | Secretary | 40.00 | $124,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,005,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,070,441 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,070,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,979,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,174 | TotalTaxAmt |
| Distributable Before Adj | $282,795 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,795 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,795 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,112 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,112 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $45,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,795 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $811,193 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,421,023 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,045,609 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $813,622 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $391,445 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,482,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,112 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,112 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $237,683 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $237,683 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,245,209 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $573,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,671,699 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,421,023 | ExcessFromYear4Amt |
| Excess From Year3 | $4,045,609 | ExcessFromYear3Amt |
| Excess From Year2 | $813,622 | ExcessFromYear2Amt |
| Excess From Year1 | $391,445 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPONENT PHILANTHROPY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720N STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,142 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$779 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $730,830 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $730,830 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $893,754 | 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 | MILLER WARD & CO | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $7,460 | $0 | $0 | $7,460 |
| LEGAL FEES-REFUND | $2,310 | $0 | $0 | -$2,310 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK SERVICE CHARGES | $80 | $80 |
| DUES & SUBSCRIPTIONS | $1,118 | $1,118 |
| EDUCATION | $735 | $735 |
| FILING AND CORPORATE FEES | $20 | $20 |
| FLOWERS | $257 | $257 |
| INSURANCE-GENERAL LIABILITY | $2,150 | $2,150 |
| OFFICE EXPENSES | $216 | $216 |
| PARKING | $30 | $30 |
| TRANSPORTATION | $73 | $73 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,560 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES-HIGH TOWER | $40,539 | $40,539 | $0 | $0 |
| MANAGEMENT FEES-LATTICE ROC 70 | $1,754 | $1,754 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CALIFORNIA FTB | $10 | $10 | |
| CORPORATE TAXES-CA ATTORNEY GENERAL | $75 | $75 | |
| PAYROLL TAXES | $24,231 | $12,500 | $12,000 |