LA84 FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LA84 FOUNDATION (EIN 95-3792725)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201723129349101177
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T14:52:29-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela R Ross CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22739 Federalist Road | AddressLine1Txt |
| City | Calabasas | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913024809 | 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 | 953792725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA84 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LA84 | BusinessNameControlTxt |
| Phone | 3237304600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2141 WEST ADAMS BOULEVARD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA SUZUKI | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Pamela R Ross | PreparerPersonNm |
| PTIN | P00034695 | PTIN |
| Phone | 8182228581 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,155,202 | 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 | $12,098 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,164 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,164 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,527,328 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,527,328 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,346,509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,039,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,346,509 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,104,728 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,659,630 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $71,336 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,999,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,542,631 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $71,336 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $425,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $135,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $290,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,479,668 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,479,668 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $478,309 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $38,522 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $439,787 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $55,779 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $55,779 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $84,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $43,640 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $384,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,779 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $338,357 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | -$466,387 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $1,752 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,112 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $484,885 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $484,885 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48,104 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,104 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $874 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $874 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,754,671 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,154 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $71,336 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,709,517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,767,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $71,336 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,892,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,075,491 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,892,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,843,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $71,336 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,784,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,156,385 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,237,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,844 | CashBOYAmt |
| Cash EOY | $59,500 | CashEOYAmt |
| Cash EOYFMV | $59,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,300,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,616,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,616,967 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $110,847 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $573,667 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $573,667 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $40,116,307 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,045,270 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,045,270 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,660,658 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,020,041 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,020,041 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $89,430,411 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $72,965,911 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $72,965,911 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,747,632 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,873,786 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $856,388 | LandBOYAmt |
| Land EOY | $873,846 | LandEOYAmt |
| Land EOYFMV | $873,846 | LandEOYFMVAmt |
| Other Assets EOY | $10,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $154,510,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,155,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,155,202 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $900,557 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $860,334 | AccountsPayableEOYAmt |
| Grants Payable BOY | $864,171 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,047,637 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,764,728 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,907,971 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $152,745,419 | UnrestrictedBOYAmt |
| Unrestricted EOY | $154,247,231 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $152,745,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,247,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $154,510,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,155,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $152,745,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,156,385 | ExcessRevenueOverExpensesAmt |
| Subtotal | $158,901,804 | SubtotalAmt |
| Other Decreases | $4,654,573 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,247,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST DOMESTIC EQ | P | 2016-11-11 | 2016-11-30 | $3,000,000 | $1,982,598 | $1,017,402 | $1,017,402 |
| CALLED BONDS | P | 2016-11-11 | 2016-11-11 | $2,039,793 | $2,215,103 | -$175,310 | -$175,310 |
| BLACKSTONE PARTNERS | P | 2016-11-11 | 2016-07-31 | $10,000,000 | $5,863,646 | $4,136,354 | $4,136,354 |
| BLACKSTONE PARTNERS | P | 2016-11-11 | 2016-12-31 | $10,000,000 | $5,631,937 | $4,368,063 | $4,368,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,346,509 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,250,239 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $155,278,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05313 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,115,727 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $153,908,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05273 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,434,829 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,771,640 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04507 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,782,808 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $136,486,557 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04970 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,100,594 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $132,826,766 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04593 | DistributionYr5Rt |
| Total Distribution | 0.246559 | TotalDistributionRt |
| Average Distribution | 0.049312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $153,404,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,564,685 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $132,370 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,697,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,837,356 | 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 | $132,370 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $132,370 | SubtotalAmt |
| Tax Based On Investment Income | $132,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $133,899 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $133,899 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,529 | OverpaymentAmt |
| Applied To ES Tax | $1,529 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | www.LA84.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA SUZUKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3237304628 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2141 WEST ADAMS | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900182040 | 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 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Renata Simril | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | President | 50.00 | $290,000 | $15,572 |
| STAN KASTEN | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| ROBERT V GRAZIANO | |||||||
| 2131 WEST ADAMS BLVD | Los Angeles | CA | 90018 | Past Chair | 0.00 | $0 | |
| YVONNE B BURKE | |||||||
| 2141 WEST ADAMS BLVD | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| JAE MIN CHANG | |||||||
| 2131 WEST ADAMS BLVD | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| DEBRA KAY DUNCAN | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| JAMES L EASTON | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| PRISCILLA FLORENCE | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| JONATHAN GLASER | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| Rafer Johnson | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| Maureen Kindel | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| THOMAS E LARKIN JR | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | EMERITUS | 0.00 | $0 | |
| MARIANN HARRIS | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| MARCIA SUZUKI | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | Treasurer | 50.00 | $135,000 | $38,522 |
| PATRICK MCCLENAHAN | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| JOHN F CHAVEZ | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| WALTER F ULLOA | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| PETER O'MALLEY | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | EMERITUS | 0.00 | $0 | |
| FRANK M SANCHEZ | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Chairman | 0.00 | $0 | |
| PETER V UEBERROTH | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| GILBERT R VASQUEZ | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
| JOHN ZIFFREN | |||||||
| 2141 West Adams Blvd | Los Angeles | CA | 90018 | Director | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| WAYNE WILSON | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | VP-ED SERVICES | 40.00 | $147,236 | $39,882 |
| OSCAR DELGADO | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | DIR-PARTNERSHIPS | 40.00 | $81,622 | $10,979 |
| KAREN GODDY | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | ASST. TREASURER | 40.00 | $78,252 | $41,504 |
| GABRIELA TOVAR | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | MGR-GRANTS&PR | 40.00 | $78,051 | $13,322 |
| SHIRLEY ITO | |||||||
| 2141 W Adams Blvd | Los Angeles | CA | 90018 | LIBRARIAN | 40.00 | $75,933 | $20,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IDEATION CONSULTANCY | |||||
| 222 W 6TH STREET SUITE 350 | SAN PEDRO | CA | 90731 | WEB DESIGN | $119,500 |
| PAMELA R ROSS CPA | |||||
| 22739 FEDERALIST ROAD | CALABASAS | CA | 91302 | ACCOUNTING | $58,800 |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | STRATEGIC PLANNING | $102,920 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Sports programs - The Foundation initiates, finances and operates youth sports programs in swimming and running to introduce large numbers of youth to organized sports. | Description1Txt |
| Expenses1 | $447,011 | Expenses1Amt |
| Description2 | Education Services - The Foundation operates, on its premises, a sports library which contains archives of printed materials, films and videos related to sports. The Foundation also operates a website dedicated to sports research. The Foundation conducts coaching clinics throughout the year for various team sports. | Description2Txt |
| Expenses2 | $504,229 | Expenses2Amt |
| Description3 | Marketing and Development - The Foundation distributes information about promoting sports and conducts sports awards programs. | Description3Txt |
| Expenses3 | $174,763 | Expenses3Amt |
| Description4 | LA84 SUMMIT BROUGHT TOGETHER CIVIC LEADERS, SPORTS INDUSTRY EXECUTIVES AND TOP ATHLETES TO WORK TO ELEVATE YOUTH SPORTS. | Description4Txt |
| Expenses4 | $315,590 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $145,389,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,608,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,742,148 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,740,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $155,740,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,336,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,404,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,670,227 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,670,227 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132,370 | TotalTaxAmt |
| Distributable Before Adj | $7,537,857 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,537,857 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,537,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,784,387 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $52,969 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,837,356 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $132,370 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,704,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,537,857 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $91,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $707,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $649,973 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,449,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,837,356 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,537,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $299,499 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,748,603 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,748,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,263 | ExcessFromYear4Amt |
| Excess From Year2 | $707,868 | ExcessFromYear2Amt |
| Excess From Year1 | $649,973 | ExcessFromYear1Amt |
| Excess From Current Year | $299,499 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LA84 FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2141 W ADAMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3237304600 | RecipientPhoneNum |
| Recipient Email Address | grants@la84.org | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE WEBSITE AT WWW.LA84.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE SEE WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE SEE WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Attachment A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | various | AddressLine1Txt |
| City | various | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Youth sports | GrantOrContributionPurposeTxt |
| Amt | $2,892,024 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,892,024 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Attachment B | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | various | AddressLine1Txt |
| City | various | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | n/a | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Youth sports | GrantOrContributionPurposeTxt |
| Amt | $982,637 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $982,637 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| EDUCATION SERVICES | |
| SUMMIT CONFERENCE | $64,768 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,164 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,527,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,346,509 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|---|
| EDUCATION SERVICES | $6,568 | ||||
| PASSTHROUGHS-SEE SCH P | 14 | $2,659,630 | |||
| UBIT | 525990 | $373,762 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $373,762 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,542,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $71,336 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,987,729 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | LA84 SUMMIT BROUGHT TOGETHER CIVIC LEADERS, SPORTS INDUSTRY EXECUTIVES AND TOP ATHLETES TO WORK TO ELEVATE YOUTH SPORTS. |
| 11A | EDUCATION SERVICES INCREASE PUBLIC UNDERSTANDING OF HOW SPORTS INSPIRE YOUTH |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Green, Hasson & Janks | $26,000 | $0 | $0 | $26,000 |
| Pamela R. Ross, CPA | $58,800 | $41,160 | $0 | $17,640 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | LA84 FOUNDATIONATTACHMENT TO FORM 990-PFINFORMATION WITH RESPECT TO EXPENDITURE RESPONSIBILITY GRANTS(1) Recipient Name & Address: Southern California Tennis Association 420 Charles E. Young Drive Los Angeles, CA 90024(2) Grantee EIN:95-1243600(3) Grant Amount:150,000(4) Date of Grant:January 28, 2016(5) Payments: $57,634 June 10, 2016 $51,000 August 12, 2016 $41,366 December 9, 2016(6) Total Paid:$150,000 (7) Grant #23360(8) Verification Date:February 15, 2017(9) Purpose of Grant:For personnel, athlete expenses and equipment for tennis programs throughout Southern California. (10) Date of Reports by Grantee: April 19, 2016, July 6, 2016 and October 22, 2016(11) Diversions:No(12) Verification:The LA84 Foundation staff reviewed the grantee's report and conducted independent verification through site visits. |
| General Explanation Supplemental Information for Form 990-PF | LA84 FOUNDATION FEIN 95-3792725PART VII-B, QUESTION #4The Foundations President and CEO, Anita L. DeFrantz, stepped down from her position as of December 31, 2015. Ms.DeFrantz had served as the Foundations President and CEO for 28 years. Pursuant to an employment agreement dated April 2012, and a separation agreement dated May 2015, Ms. DeFrantz received a severance payment equal to two years compensation in the total amount of $628,738. This amount vested in January 2016 and was reported on Form W-2 for 2016. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST | $2,559,696 | $2,559,696 |
| PAYDEN & RYGEL | $1,717,412 | $1,717,412 |
| TCW | $928,714 | $928,714 |
| VANGUARD ST BOND | $18,814,219 | $18,814,219 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST | StockNm |
| EOY Book Value | $41,045,270 | EOYBookValueAmt |
| EOYFMV | $41,045,270 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANCHOR POINT | FMV | ||
| BLACKSTONE | FMV | $22,860,901 | $22,860,901 |
| RIMROCK CAPITAL MANAGEMENT | FMV | $7,283,536 | $7,283,536 |
| ABBOTT CAPITAL | FMV | $4,978,755 | $4,978,755 |
| ANGELO GORDON | FMV | $2,242,118 | $2,242,118 |
| AUDAX MEZZANINE | FMV | $46,102 | $46,102 |
| BRENTWOOD PARTNERS | FMV | $5,142,390 | $5,142,390 |
| BT PRIVATE EQUITY | FMV | ||
| COMMON VENTURE | FMV | $1,604,860 | $1,604,860 |
| EnCap Capital | FMV | $3,093,776 | $3,093,776 |
| FORT WASHINGTON | FMV | $1,444,378 | $1,444,378 |
| GOLDMAN SACHS PRIVATE EQUITIES | FMV | $1,339,178 | $1,339,178 |
| KEYHAVEN | FMV | $1,607,224 | $1,607,224 |
| MERIT ENERGY | FMV | $3,067,425 | $3,067,425 |
| OAKTREE CAPITAL | FMV | $2,067,580 | $2,067,580 |
| OSAGE UNIVERSITY PARTNERS | FMV | $1,169,055 | $1,169,055 |
| PALOMAR | FMV | $186,445 | $186,445 |
| SCALE VENTURE | FMV | $3,871,640 | $3,871,640 |
| SPUR CAPITAL | FMV | $1,447,253 | $1,447,253 |
| TCW/EIG | FMV | $1,673,333 | $1,673,333 |
| TOP TIER | FMV | $4,796,119 | $4,796,119 |
| WARBURG PINCUS | FMV | $171,763 | $171,763 |
| BROOKE PEA | FMV | $2,872,080 | $2,872,080 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $25,012 | $25,012 | ||
| Furniture and Fixtures | $225,482 | $204,227 | $21,255 | $21,255 |
| Machinery and Equipment | $491,272 | $249,978 | $241,294 | $241,295 |
| Buildings | $3,920,561 | $3,920,561 | ||
| Improvements | $485,862 | $474,008 | $11,854 | $11,853 |
| Land | $599,443 | $599,443 | $599,443 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Lamb & Kawakami | $7,150 | $0 | $0 | $7,150 |
| Latham & Watkins | $6,557 | $0 | $0 | $6,557 |
| Rodriguez, Horii, Choi & Cafferata | $42,072 | $0 | $0 | $42,072 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment in transit | Desc |
| EOY Book Value | $10,000,000 | EOYBookValueAmt |
| EOYFMV | $10,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (25 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Artifact exhibits | $32,465 | $32,465 | ||
| Coaching education | $136,401 | $136,401 | ||
| Computer equipment and supplies | $11,629 | $11,629 | ||
| Computer maintenance and support | $146,843 | $103,303 | $43,540 | |
| Digital Library | $128,185 | $128,185 | ||
| Insurance | $137,942 | $137,942 | ||
| Internet charges | $12,257 | $12,257 | ||
| Library operations | $18,977 | $18,977 | ||
| LOGIC MODELING PROJECT | $38,934 | $38,934 | ||
| Marketing and communications | $159,920 | $159,920 | ||
| Middle school program | $9,331 | $9,331 | ||
| Miscellaneous | $3,823 | $3,823 | ||
| Office and facility supplies | $47,090 | $46,976 | $114 | |
| OLYMPIC DAY | $16,502 | $16,502 | ||
| Partnership Development | $46,757 | $46,757 | ||
| Payroll service and benefit admin | $15,187 | $15,187 | ||
| Photocopying | $14,200 | $14,200 | ||
| Shipping and postage | $9,792 | $9,792 | ||
| Storage | $19,591 | $19,591 | ||
| Subscriptions and dues | $29,324 | $27,824 | $1,500 | |
| Summer Swim | $351,514 | $351,514 | ||
| SUMMIT EXPENSES | $315,590 | $315,590 | $71,336 | |
| Support materials | $2,875 | $2,875 | ||
| Transportation | $4,810 | $4,810 | ||
| Youth run | $44,732 | $44,732 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EDUCATION SERVICES | $6,568 | $6,568 | |
| PASSTHROUGHS-SEE SCH P | $2,659,630 | $2,659,630 | |
| SUMMIT CONFERENCE | $64,768 | $64,768 | |
| UBIT | $373,762 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (15 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Anne-Marie Jones | $19,320 | $0 | $0 | $19,320 |
| Community Partners | $19,000 | $0 | $0 | $19,000 |
| HR Pals, LLC | $8,450 | $0 | $0 | $8,450 |
| Ideation Consultancey | $119,500 | $0 | $0 | $119,500 |
| JAMES ROBIE DESIGN | $1,175 | $0 | $0 | $1,175 |
| $3,250 | $0 | $0 | $3,250 | |
| Meltwater News | $5,750 | $0 | $0 | $5,750 |
| Miscellaneous | $1,436 | $0 | $0 | $1,436 |
| Northeast Docment Conservation | $29,564 | $0 | $0 | $29,564 |
| NORTHERN TRUST | $26,662 | $26,662 | $0 | $0 |
| PAYDEN & RYGEL | $7,867 | $7,867 | $0 | $0 |
| Rockefeller Philanthropy Advis | $109,200 | $0 | $0 | $109,200 |
| Sugerman Communications | $1,200 | $0 | $0 | $1,200 |
| United Records Management | $20,512 | $0 | $0 | $20,512 |
| YAKATERINA FREDERIKSEN | $11,250 | $11,250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXCISE TAXES | $468,139 | |
| PROPERTY TAXES | $1,752 | $1,752 |