BERGEN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BERGEN FOUNDATION (EIN 95-6044540)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-10-17
- IRS object ID
- 201642919349100239
- Schema version
- 2014v6.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T16:09:52-07:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William H Downs CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13701 Riverside Drive 400 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956044540 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bergen Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERG | BusinessNameControlTxt |
| Phone | 8189813505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13701 Riverside Drive | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Larkin | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2016-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William H Downs CPA | PreparerPersonNm |
| PTIN | P00081850 | PTIN |
| Phone | 8189814313 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $16,451,674 | 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 |
| Dividends Rev And Expnss | $587,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $587,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,244 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,557,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,244 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89,689 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $89,689 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $771,851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $771,851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $90,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,718 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,859 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,859 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $148,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $72,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $76,300 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,140 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,140 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,097 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $465,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $263,596 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $201,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $501,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $501,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $967,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $263,596 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $703,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$195,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $508,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,035 | CashBOYAmt |
| Cash EOY | $287,325 | CashEOYAmt |
| Cash EOYFMV | $287,325 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $962,586 | SavAndTempCashInvstBOYAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $8,351,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,145,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,183,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,177,808 | CorporateBondsBOYAmt |
| Other Investments BOY | $521,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $649,509 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $602,403 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,040,624 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,040,624 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,378,124 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,317,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,122,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,451,674 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,380 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,557 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,557 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,312,188 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,116,956 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,312,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,116,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,317,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,122,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,312,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$195,232 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,116,956 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,116,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,244 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $857,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,034,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05349 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $817,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,346,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05327 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $864,948 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,259,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05320 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $714,124 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,294,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04383 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $939,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,781,302 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05953 | DistributionYr5Rt |
| Total Distribution | 0.26330 | TotalDistributionRt |
| Average Distribution | 0.05266 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,680,419 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $825,747 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,083 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $830,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $703,487 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,165 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,165 | SubtotalAmt |
| Tax Based On Investment Income | $10,165 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,582 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,582 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,417 | OverpaymentAmt |
| Applied To ES Tax | $8,417 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Larkin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189813505 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13701 Riverside Drive Eighth Floor | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kris Bergen | ||||||
| c/o Foundation address | Sherman Oaks | CA | 91423 | President | 25.00 | $180,000 |
| Candice Bergen | ||||||
| c/o Foundation address | Sherman Oaks | CA | 91423 | Secretary | 1.00 | $0 |
| John Larkin | ||||||
| 13701 Riverside Drive Ste 800 | Sherman Oaks | CA | 91423 | Director | 8.00 | $0 |
| 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 | $14,866,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $602,403 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,919,207 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,919,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,680,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $784,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $784,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,165 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,165 | TotalTaxAmt |
| Distributable Before Adj | $773,856 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $773,856 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $773,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $703,487 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $703,487 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $703,487 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $773,856 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,579 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $58,438 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,399 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,718 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $703,487 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $703,487 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $70,369 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $70,369 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $170,765 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $170,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,648 | ExcessFromYear3Amt |
| Excess From Year2 | $93,399 | ExcessFromYear2Amt |
| Excess From Year1 | $60,718 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Do not send applications | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13701 Riverside Drive Suite 800 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | Do not submit. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Not applicable | SubmissionDeadlinesTxt |
| Restrictions On Awards | Not applicable | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See list attached | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See list | AddressLine1Txt |
| City | attached | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | Char | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Public Charity | GrantOrContributionPurposeTxt |
| Amt | $501,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $501,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $587,918 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $79,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,244 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Partnership income | 16 | |
| Royalty and license fee | 15 | $10,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $677,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $94,244 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $771,851 | 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 | Accounting | CategoryTxt |
| Amt | $148,800 | Amt |
| Net Investment Income | $72,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $76,300 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $5,718 | LegalFeesAmt |
| Net Investment Income | $2,859 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,859 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Other memorabilia | $79,500 | $79,500 | $417,000 |
| Ventriloquist figures | $961,124 | $961,124 | $961,124 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Attorney Gen fees | $75 | $75 | |
| FTB Filing fee | $20 | $20 | |
| Investment advisor | $87,452 | $87,452 | |
| Office | $490 | $245 | $245 |
| Rental Expenses | $10,800 | $5,400 | $5,400 |
| Storage | $948 | $948 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $79,689 | $89,689 |
| Royalty and license fee | $10,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Payroll taxes payable | Desc |
| BOY Book Value | $5,380 | BOYBookValueAmt |
| EOY Book Value | $5,557 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal excise tax paid | $21,000 | $21,000 | |
| Payroll tax | $10,280 | $5,140 | $5,140 |