WHH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WHH FOUNDATION (EIN 20-0775264)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623219349100502
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T00:00:00-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA BOYLE CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 LOMA DRIVE UNIT C | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200775264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | % WILLIAM H HURT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHHF | BusinessNameControlTxt |
| Phone | 2134869500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1060 AVONDALE RD | AddressLine1Txt |
| City | SAN MARINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911081134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNADETTE GLENN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2134869500 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christina Boyle | PreparerPersonNm |
| PTIN | P00707045 | PTIN |
| Phone | 3103766045 | PhoneNum |
| Preparation | 2016-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,100,678 | 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 | $1,879,409 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $404,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $404,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $716,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $696,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,620,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,101,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,279 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,819 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,967 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,303 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,918 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,789 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,068 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,367 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,336 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,031 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,806 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,904 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $825,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $821,686 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,033,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $927,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,587,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,014,226 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,404 | CashBOYAmt |
| Cash EOY | $10,776 | CashEOYAmt |
| Cash EOYFMV | $10,776 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,018,248 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,912,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,912,986 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $650,057 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $650,057 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $620,029 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $11,926,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,617,153 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,556,887 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,603,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,190,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,100,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $14,603,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,190,972 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,603,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,190,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,603,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,190,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,603,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,587,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,190,972 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,190,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 10643 ARUBA NETWORKS INC | D | 2015-05-19 | $262,563 | $13,410 | $249,153 | $249,153 | |
| 10000 PMC SIERRA | D | 2015-12-15 | $115,627 | $5,836 | $109,791 | $109,791 | |
| 18 KEYSIGHT TECHNOLOGIES INC | D | 2015-12-22 | $455 | $455 | $455 | ||
| 16 ALCATEL-LUCENT ADS | D | 2015-12-22 | $50 | $50 | $50 | 1996-10-02 | |
| 20 FRONTIER COMMUNICATIONS CORP | D | 2015-12-22 | $77 | $77 | $77 | 2010-07-01 | |
| 3 UNISYS CORPORATION | D | 2015-12-22 | $22 | $32 | -$10 | -$10 | 1973-01-19 |
| 2 VISTEON CORP | D | 2015-12-22 | $199 | $200 | -$1 | -$1 | 2010-10-05 |
| 28 VODAFONE GROUP PLC | D | 2015-12-22 | $784 | $784 | $784 | 1994-04-05 | |
| Capital Gains Dividends | P | $336,664 | $336,664 | $336,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $696,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $866,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,789,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048689 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,087,710 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,354,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $743,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,397,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055482 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $801,128 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,831,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062433 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $649,933 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,567,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056184 | DistributionYr5Rt |
| Total Distribution | 0.293629 | TotalDistributionRt |
| Average Distribution | 0.058726 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,425,525 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,023,331 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,033,473 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $927,711 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,925 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,925 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $212 | EsPenaltyAmt |
| Overpayment | $3,428 | OverpaymentAmt |
| Applied To ES Tax | $3,428 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WHH-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTINA BOYLE CPA | IndividualWithBooksNm |
| Phone | 3102831949 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1550 LOMA DRIVE UNIT C | AddressLine1Txt |
| City | HERMOSA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H HURT | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SARAH S HURT | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KELLEY A PURNELL | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | TREASURER | 1.00 | $0 | $0 | $157 |
| KATHLEEN C HURT | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $484 |
| COURTNEY D MACMILLAN | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $2,958 |
| MARK L PURNELL | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | CHAIR | 2.00 | $0 | $0 | $1,058 |
| TERRANCE A MACMILLAN | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL T KERR | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BERNADETTE GLENN | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | PRES & CHIEF OPERATING OFF | 40.00 | $72,000 | $0 | $942 |
| ELIZABETH MURRAY | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | SECRETARY | 2.00 | $1,000 | $0 | $484 |
| ANDREW F BARTH | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DOUGLAS S MURRAY | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $830 |
| JAMES R MURRAY | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVE-LYNNE G MURRAY | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $1,795 |
| OTIS M HEALY | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J DALE HARVEY | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHARINE J GOOD | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $0 | $0 | $296 |
| MARY L PURNELL | ||||||||
| 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | DIRECTOR | 1.00 | $4,000 | $0 | $91 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,391,950 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,298,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,690,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,690,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,363 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,425,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $871,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $871,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,285 | TotalTaxAmt |
| Distributable Before Adj | $850,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $850,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $850,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $927,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $927,711 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $927,711 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $850,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $99,977 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,727 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,556 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $759,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $927,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $850,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,720 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $835,799 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $99,977 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $735,822 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,537 | ExcessFromYear4Amt |
| Excess From Year3 | $102,727 | ExcessFromYear3Amt |
| Excess From Year2 | $357,556 | ExcessFromYear2Amt |
| Excess From Year1 | $9,282 | ExcessFromYear1Amt |
| Excess From Current Year | $76,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H HURT | ContributingManagerNm |
| Contributing Manager | SARAH S HURT | ContributingManagerNm |
| 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 | SCHEDULE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NA | AddressLine1Txt |
| City | NA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SEC. 501(C)(3) PUBLI | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | ANNUAL GIVING | GrantOrContributionPurposeTxt |
| Amt | $821,686 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $821,686 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $404,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $741,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $741,548 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM H SARAH S HURT | ||||||
| 1 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $260,807 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 2 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $116,800 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 3 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $508 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 4 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $62 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 5 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $93 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 6 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $32 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 7 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $228 | Yes (X) |
| WILLIAM H SARAH S HURT | ||||||
| 8 | 333 S HOPE STREET 54TH FLOOR | LOS ANGELES | CA | 900711406 | $879 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,643 SHARES ARUBA NETWORKS INC - SOLD ON 5/19/15 | $260,807 | 2015-04-15 |
| 2 | 10,000 SHARES PMC SIERRA - SOLD ON 12/15/15 | $116,800 | 2015-12-14 |
| 3 | 18 SHARES KEYSIGHT TECHNOLOGIES INC - SOLD ON 12/22/15 | $508 | 2015-12-21 |
| 4 | 16 SHARES ALCATEL-LUCENT ADS - SOLD 12/22/15 | $62 | 2015-12-22 |
| 5 | 20 SHARES FRONTIER COMMUNICATIONS CORP - SOLD 12/22/15 | $93 | 2015-12-22 |
| 6 | 3 SHARES UNISYS CORPORATION - SOLD 12/22/15 | $32 | 2015-12-22 |
| 7 | 2 SHARES VISTEON CORP - SOLD 12/22/15 | $228 | 2015-12-22 |
| 8 | 28 SHARES VODAFONE GROUP PLC - SOLD 12/22/15 | $879 | 2015-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALFRIDA P. KING | $2,795 | $1,397 | $1,398 |
| PAYCHEX | $1,439 | $432 | $1,007 |
| TERESA A. BOYLE, CPA | $3,525 | $2,467 | $1,058 |
| CHRISTINA BOYLE, CPA | $14,520 | $10,164 | $4,356 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $650,057 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $620,029 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN HIGH-INCOME TRUST | AT COST | $1,997,047 | $1,731,502 |
| EUROPACIFIC GROWTH FUND | AT COST | $466,909 | $673,719 |
| SMALLCAP WORLD FUND | AT COST | $567,321 | $830,390 |
| FUNDAMENTAL INVESTORS | AT COST | $742,789 | $1,124,207 |
| EMERGING MARKETS GROWTH FUND | AT COST | $650,000 | $489,623 |
| NEW WORLD FUND | AT COST | $478,629 | $850,531 |
| CAPITAL WORLD GROWTH & INCOME FUND | AT COST | $1,307,609 | $1,355,485 |
| AMCAP FUND | AT COST | $589,991 | $773,108 |
| CAPITAL INCOME BUILDER | AT COST | $1,610,469 | $1,703,739 |
| AMERICAN MUTUAL FUND | AT COST | $907,551 | $1,138,426 |
| BOND FUND OF AMERICA | AT COST | $1,354,259 | $1,568,852 |
| NEW ECONOMY FUND | AT COST | $491,001 | $956,390 |
| INTERNATIONAL GROWTH AND INCOME FUND | AT COST | $706,778 | $650,572 |
| AMERICAN BALANCED FUND | AT COST | $746,800 | $710,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $220 | $110 | $110 |
| MEMBERSHIP DUES | $31,619 | $15,809 | $15,810 |
| INSURANCE | $675 | $337 | $338 |
| OFFICE SUPPLIES | $1,554 | $777 | $777 |
| OFFICE EQUIPMENT | $780 | $390 | $390 |
| COMMUNICATIONS | $958 | $479 | $479 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JOSHUA JULIAN | $1,131 | $813 | $318 |
| SARA SALMON | $8,465 | $2,261 | $6,204 |
| DENISE DUNBAR | $14,675 | $8,238 | $6,438 |
| MADELINE SMITH | $281 | $146 | $135 |
| ALEX GLENN-MURRAY | $1,780 | $640 | $1,140 |
| BRIAN PURNELL | $500 | $500 | $0 |
| LOEB & LOEB | $135 | $68 | $68 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,697 | $1,709 | $3,988 |
| FOREIGN TAX WITHHELD | $4,061 | $0 | $0 |
| FILING FEES | $160 | $80 | $80 |
| EXCISE TAX | $10,000 | $0 | $0 |