MARJORIE AND EDWARD ILLIG FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARJORIE AND EDWARD ILLIG FAMILY FOUNDATION (EIN 95-4603488)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349101743
- Schema version
- 2015v2.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T11:28:22-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HKG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 E Foothill Blvd 3rd Floor | AddressLine1Txt |
| City | Arcadia | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91006 | 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 | 954603488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARJORIE & EDWARD ILLIG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARJ | BusinessNameControlTxt |
| Phone | 8187903168 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3848 HAMPSTEAD ROAD | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE I SCHNEIDER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David R Hinton | PreparerPersonNm |
| PTIN | P00138584 | PTIN |
| Phone | 6265850666 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $953,964 | 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 | $28,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,458 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,458 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,178 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $34,439 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $26,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,458 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,897 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $840 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,386 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $778 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $778 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,897 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,110 | CashBOYAmt |
| Cash EOY | $15,895 | CashEOYAmt |
| Cash EOYFMV | $15,895 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,931 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $895,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $905,697 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $931,138 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $959,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $928,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $953,964 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $959,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $928,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $959,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $928,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $959,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $928,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $959,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $929,971 | SubtotalAmt |
| Other Decreases | $1,448 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $928,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 432.692 FORWARD HIGH YIELD BOND FUND - I | P | 2013-12-10 | 2015-11-23 | $3,912 | $4,487 | -$575 | -$575 |
| 93.493 FORWARD HIGH YIELD BOND FUND - I | P | 2012-09-11 | 2015-11-23 | $845 | $966 | -$121 | -$121 |
| 4334.879 FORWARD HIGH YIELD BOND FUND - I | P | 2011-07-21 | 2015-11-23 | $39,187 | $44,672 | -$5,485 | -$5,485 |
| 460.053 FORWARD HIGH YIELD BOND FUND - I | P | 2014-12-16 | 2015-11-23 | $4,159 | $4,352 | -$193 | -$193 |
| 2652.39 PIMCO COMMODITY REALRETURN STRATEGY FUND | P | 2011-07-11 | 2015-12-31 | $16,737 | $48,510 | -$31,773 | -$31,773 |
| 58.934 PIMCO COMMODITY REALRETURN STRATEGY FUND | P | 2012-09-11 | 2015-12-31 | $372 | $844 | -$472 | -$472 |
| 427.693 RUSSELL U.S. CORE EQUITY FD CL I | P | 2015-01-29 | 2015-11-12 | $16,252 | $16,000 | $252 | $252 |
| 350.921 RUSSELL U.S. CORE EQUITY FD CL I | P | 2012-09-11 | 2015-11-12 | $13,335 | $10,714 | $2,621 | $2,621 |
| 342.114 RUSSELL US SMALL CAP EQUITY FUND | P | 2015-01-29 | 2015-11-12 | $9,706 | $10,000 | -$294 | -$294 |
| 176.2 RUSSELL US SMALL CAP EQUITY FUND | P | 2014-02-04 | 2015-11-12 | $4,999 | $5,140 | -$141 | -$141 |
| CAPITAL GAIN DISTRIBUTION | P | 2015-12-31 | 2015-12-31 | $34,674 | $34,674 | $34,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,507 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $34,439 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,050,917 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,173 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,594 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $915,920 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04869 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $932,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,129 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $874,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04473 | DistributionYr5Rt |
| Total Distribution | 0.232934 | TotalDistributionRt |
| Average Distribution | 0.046587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,004,944 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,817 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $205 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,022 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,375 | 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 | $205 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $205 | SubtotalAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $205 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | KATHERINE SCHNEIDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187903168 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3848 HAMPSTEAD ROAD | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 910113913 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EDWARD ILLIG | ||||||
| 3848 HAMPSTEAD ROAD | LA CANADA FLINTRIDGE | CA | 910113913 | VICE PRES. | 0.00 | $0 |
| RITA M LIEBELT | ||||||
| 3540 FALLENLEAF PLACE | GLENDALE | CA | 91206 | Secretary | 0.00 | $0 |
| KATHERINE I SCHNEIDER | ||||||
| 3832 SAN AUGUSTINE DRIVE | GLENDALE | CA | 91206 | Treasurer | 0.00 | $0 |
| MICHAELA ILLIG BUSH | ||||||
| 4946 CURTIS DRIVE | COOKEVILLE | TN | 38506 | President | 0.00 | $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 | $1,003,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,020,248 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,020,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,004,944 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $205 | TotalTaxAmt |
| Distributable Before Adj | $50,042 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,042 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $205 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,170 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,211 | UndistributedIncomePYAmt |
| Qualifying Distributions | $48,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,375 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Taxable2 | $1,836 | Taxable2Amt |
| Undistributed Income CY | $50,042 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD ILLIG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD ILLIG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3848 HAMSTEAD ROAD | AddressLine1Txt |
| City | LA CANADA FLINTRIDGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | LETTER OF REQUEST WITH A BRIEF CASE STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 - OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY CATHOLIC EDUCATIONAL AND WELFARE PROGRAMS. ORGANIZATION MUST BE A QUALIFIED IRC SECT 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 90732 | NONE | P CHAR | FOOD AND CARE FOR THE ELDERLY POOR | $3,000 |
| SACRED HEART ELEMENTARY SCHOOL | |||||||
| 2109 SICHEL STREET | LOS ANGELES | CA | 90031 | NONE | P CHAR | RELIGIOUS EDUCATION PROGRAMS | $2,500 |
| SISTERS OF SOCIAL SERVICE | |||||||
| 4316 LANAI AVE | ENCINO | CA | 91436 | NONE | P CHAR | SUPPORT VOCATION PROGRAM | $8,000 |
| PAULIST CENTER | |||||||
| 3015 FOURTH ST NE | WASHINGTON | DC | 20017 | NONE | P CHAR | SUPPORT RELIGIOUS PROGRAMS | $4,000 |
| GOOD SHEPHERD SHELTER | |||||||
| PO BOX 19487 | LOS ANGELES | CA | 90019 | NONE | P CHAR | SUPPORT EDUCATION FOR BATTERED WOMEN & CHILDREN | $3,000 |
| ST THOMAS AQUINTAS COLLEGE | |||||||
| 1000 N OJAI ROAD | SANTA PAULA | CA | 93060 | NONE | P CHAR | SUPPORT RELIGIOUS SCHOLARSHIP PROGRAMS | $7,500 |
| ST JOHN'S SEMINARY | |||||||
| 5012 SEMINARY RD | CAMARILLO | CA | 93012 | NONE | P CHAR | TO SUPPORT RELIGIOUS SCHOLARSHIP PROGRAMS. | $5,000 |
| BROTHERS HELPERS | |||||||
| 215 FOOTHILL BLVD | LA CANADA | CA | 91011 | NONE | P CHAR | FOOD AND CARE FOR THE POOR | $4,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | P CHAR | TO SUPPORT YOUTH DEVELOPMENT | $3,000 |
| St Francis High School | |||||||
| 200 Foothill Blvd | La Canada Flintridge | CA | 91011 | NONE | PC | TO SUPPORT RELIGIOUS EDUCATION PROGRAMS. | $2,500 |
| Father Ken's Vineyard | |||||||
| 766 S 12th Street | San Jose | CA | 95112 | NONE | PC | TO SUPPORT RELIGIOUS EDUCATION PROGRAMS. | $2,500 |
| Gonzaga University | |||||||
| 502 E Boone Ave | Spokane | WA | 99202 | NONE | PC | TO SUPPORT RELIGIOUS EDUCATION PROGRAMS. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,458 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,507 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,458 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,507 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,951 | 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 FEES | CategoryTxt |
| Amt | $1,680 | Amt |
| Net Investment Income | $840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $840 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS - SEE SCHEDULE I | StockNm |
| EOY Book Value | $905,697 | EOYBookValueAmt |
| EOYFMV | $931,138 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $1,448 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX | Desc |
| Revenue And Expenses Per Books | $778 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $778 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,386 | Amt |
| Net Investment Income | $6,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA Secretary of State | $25 | $25 |
| STATE TAXES | $10 | $10 |