THE MARK HUGHES FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK HUGHES FOUNDATION (EIN 95-4487544)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-24
- IRS object ID
- 201512059349100106
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-24T14:00:40-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERRY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5045 | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954487544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARK HUGHES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 9283508388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9399 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90295 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONRAD LEE KLEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9283508388 | PhoneNum |
| Signature | 2015-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 3107454027 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,868,457 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,574 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $694,710 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,388,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $694,710 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $933,286 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $933,286 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,288 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,672 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,934 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,612 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $899,357 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $816,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $872,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,604 | CashBOYAmt |
| Cash EOY | $98,454 | CashEOYAmt |
| Cash EOYFMV | $98,454 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,849 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $13,200 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $5,435,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,457,204 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,457,204 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,359,559 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,021,109 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,021,109 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,215,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,265,841 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,265,841 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,148,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,868,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,868,457 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,566 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,724 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,566 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,724 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,141,054 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,859,733 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,141,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,859,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,148,620 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,868,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,141,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,174,983 | SubtotalAmt |
| Other Decreases | $315,250 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,859,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS | $5,088,982 | $4,489,101 | $599,881 | $599,881 | |
| HEDGE FUND OPPORTUNITES, LTD-A1 | $300,000 | $205,171 | $94,829 | $94,829 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $694,710 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $783,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,578,295 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057718 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $727,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,550,049 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057956 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $657,276 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,134,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $755,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,717,606 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059367 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $722,816 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,665,892 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061960 | DistributionYr5Rt |
| Total Distribution | 0.287043 | TotalDistributionRt |
| Average Distribution | 0.057409 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,969,764 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $801,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,724 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $810,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $816,582 | 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 | $8,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,724 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $25,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $196 | EsPenaltyAmt |
| Overpayment | $16,080 | OverpaymentAmt |
| Applied To ES Tax | $16,080 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9283508388 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9399 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90295 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| CONRAD LEE KLEIN | ||||||||
| PO BOX 9399 | MARINA DEL REY | CA | 90295 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY GLASSMAN | ||||||||
| PO BOX 9399 | MARINA DEL REY | CA | 90295 | SECR & TREAS & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL TENZER | ||||||||
| PO BOX 9399 | MARINA DEL REY | CA | 90295 | DIRECTOR (PART OF YEAR) | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVE OF THE STARS 2600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $60,851 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,826,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,091,663 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,182,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,182,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,969,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $698,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $698,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,724 | TotalTaxAmt |
| Distributable Before Adj | $689,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $689,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $689,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $816,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $816,582 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,724 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $807,858 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $689,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $143,677 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,743 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,892 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,557 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $522,297 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $816,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $689,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $126,818 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $649,115 | 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 | $143,677 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $505,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,743 | ExcessFromYear4Amt |
| Excess From Year3 | $10,428 | ExcessFromYear3Amt |
| Excess From Year2 | $112,892 | ExcessFromYear2Amt |
| Excess From Year1 | $125,557 | ExcessFromYear1Amt |
| Excess From Current Year | $126,818 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN L VAN DORMOLEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9399 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9283508388 | RecipientPhoneNum |
| Recipient Email Address | ANN@PAISERVICES.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE MARK HUGHES FOUNDATION IS INTERESTED IN PROVIDING FOR CHILDREN IN NEED IN THE SOUTHERN CALIFORNIA AREA, PRIMARILIY LOS ANGELES COUNTY. . ORGANIZATIONS SEEKING GRANTS SHOULD MAIL A LETTER OF INTRODUCTION TO ANN L. VAN DORMOLEN, ADMINISTRATOR, MARK HUGHES FOUNDATION, PO BOX 9399, MARINA DEL REY, CA 90295 . THE LETTER SHOULD BE NO MORE THAN TWO OR THREE PAGES LONG AND INCLUDE A SECTION ABOUT THE HISTORY AND MISSION OF THE ORGANIZATION; A SECTION ABOUT THE PROJECT FOR WHICH FUNDING IS SOUGHT; AND AN AMOUNT WHICH IS BEING SOUGHT FROM THE FOUNDATION. ORGANIZATIONS AND PROJECTS OF INTEREST TO THE FOUNDATION WILL BE INVITED TO FILE A FORMAL APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ABOVE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | PC | GENERAL OPERATING EXPENSES | $50,000 |
| ALLIANCE FOR CHILDREN'S RIGHTS | ||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | PC | BRIDGES TO THE FUTURE | $45,000 |
| ASSISTANCE LEAGUE OF LA - OPERATION SCHOOL BELL | ||||||
| 1370 NORTH ST ANDREWS PLACE | HOLLYWOOD | CA | 90028 | PC | OPERATION SCHOOL BELL | $75,000 |
| BOYS & GIRLS CLUB OF HOLLYWOOD | ||||||
| 850 NORTH CAHUENGA BLVD | LOS ANGELES | CA | 90028 | PC | GENERAL OPERATING EXPENSES | $30,000 |
| BOYS & GIRLS CLUB OF SAN FERNANDO VALLEY | ||||||
| 11251 GLENOAKS BLVD | PACOIMA | CA | 91331 | PC | AFTER SCHOOL PROGRAMS EMPHASIZING EDUCATION | $25,000 |
| BOYS & GIRLS CLUB OF SAN FERNANDO VALLEY | ||||||
| 11251 GLENOAKS BLVD | PACOIMA | CA | 91331 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| BOYS & GIRLS CLUB OF VENICE | ||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| BOYS & GIRLS CLUB OF VENICE | ||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | PC | WORK FORCE DEVELOPMENT PROGRAMS | $25,000 |
| CASA OF LOS ANGELES | ||||||
| 201 CENTRE PLAZA DRIVE ROOM 1100 | MONTEREY PARK | CA | 91754 | PC | GENERAL OPERATING EXPENSES | $35,000 |
| COLLEGE BOUND | ||||||
| 17316 EDWARDS RD SUITE 180 | CERRITOS | CA | 90703 | PC | STEM ACADEMY | $30,000 |
| COMMUNITY PARTNERS FOR COLLEGE MATCH | ||||||
| 719 GEORGINA AVE | SANTA MONICA | CA | 90402 | PC | GENERAL OPERATING EXPENSES | $40,000 |
| EAGLE ROCK COMMUNITY CULTURAL ASSOCIATION (DBA CENTER FOR THE ARTS) | ||||||
| 2225 COLORADO BOULEVARD | LOS ANGELES | CA | 90041 | PC | IMAGINE STUDIO | $10,000 |
| FOR THE CHILD | ||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PC | TO SUPPORT TREATMENT FOR THE UNINSURED | $15,000 |
| GREATER LOS ANGELES ZOO ASSOCIATION | ||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | PC | ZOOPALS AND ZOOCAMP | $10,000 |
| HEART OF LOS ANGELES YOUTH | ||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | PC | TOWARD HOLA'S THREE ACADEMIC PROGRAMS | $50,000 |
| LA'S BEST | ||||||
| 200 N SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | PC | CELEBRATE SCIENCE PROGRAM | $35,000 |
| MINDS MATTER OF LOS ANGELES INC | ||||||
| 19360 RINALDI STREET 705 | PORTER RANCH | CA | 91326 | PC | EXPANSION OF PROGRAM | $20,000 |
| MY STUFF BAGS FOUNDATION | ||||||
| 5347 STERLING CENTER DRIVE | WESTLAKE VILLAGE | CA | 91361 | PC | TOWARD PROGRAM COSTS NOT COVERED BY IN KIND DONATIONS | $15,000 |
| NETWORK FOR TEACHING ENTREPRENEURSHIP (NFTE) | ||||||
| 120 WALL STREET 18TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | PC | ACADEMY HIGH SCHOOL | $25,000 |
| P F BRESEE FOUNDATION | ||||||
| 184 S BIMINI PLACE | LOS ANGELES | CA | 90004 | PC | PROGRAMS SERVING DISADVANTAGED YOUTH | $30,000 |
| PARA LOS NINOS | ||||||
| 500 LUCAS AVENUE | LOS ANGELES | CA | 90017 | PC | FOR THE CHARTER ELEMENTARY SCHOOL | $35,000 |
| SCHOOL ON WHEELS | ||||||
| PO BOX 23371 | VENTURA | CA | 93002 | PC | TO EXPAND THE NUMBER OF HOMELESS YOUTH RECEIVING TUTORING | $75,000 |
| STONE SOUP | ||||||
| 15910 VENTURA BLVD SUITE 1702 | ENCINO | CA | 91436 | PC | TUITION FOR NEEDY | $20,000 |
| VENICE FAMILY CLINIC | ||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | PC | NEW PEDIATRIC CARE CENTER | $20,000 |
| WESTSIDE FAMILY HEALTH CENTER | ||||||
| 1711 OCEAN PARK BOULEVARD | SANTA MONICA | CA | 90504 | PC | STRONG START PEDIATRIC PROGRAM | $10,000 |
| WESTSIDE FOOD BANK | ||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | PC | FOOD FOR YOUTH SERVING AGENCIES | $20,000 |
| ZERO TO THREE | ||||||
| 350 SOUTH BIXEL STREET SUITE 150 | LOS ANGELES | CA | 90017 | PC | LOS ANGELES OFFICE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,000 | 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 | $44,574 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $694,710 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $933,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $933,286 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND LEGAL | CategoryTxt |
| Amt | $2,288 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,288 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $5,021,109 | EOYBookValueAmt |
| EOYFMV | $5,021,109 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $4,457,204 | EOYBookValueAmt |
| EOYFMV | $4,457,204 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND OPPORTUNITIES LTD | FMV | $1,195,129 | $1,195,129 |
| PERRY PRIVATE OPPORTUNITIES FUND OFFSHORE HOLDING, L.P | FMV | $314,959 | $314,959 |
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 OFFSHORE, L.P. | FMV | $1,704,722 | $1,704,722 |
| WILLIAM BLAIR: NON-US EQUITY OFFSHORE L.P. | FMV | $1,051,031 | $1,051,031 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $315,250 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $170 | $0 | $170 |
| INSURANCE | $5,547 | $0 | $5,547 |
| OFFICE, POSTAGE, PRINTING | $180 | $0 | $180 |
| BANK FEES | $715 | $0 | $715 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $7,566 | BOYBookValueAmt |
| EOY Book Value | $8,724 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION | $32,672 | $0 | $32,672 |
| INVESTMENT MANAGEMENT | $60,851 | $60,851 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $21,924 | $0 | $0 |
| STATE FRANCHISE TAX | $10 | $0 | $10 |