THE MARK HUGHES FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE MARK HUGHES FOUNDATION (EIN 95-4487544)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349103124
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T19:54:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BERRY CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5045 | AddressLine1 |
| City | CULVER CITY | City |
| State | CA | State |
| ZIP Code | 90230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 3106707411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9399 | AddressLine1 |
| City | MARINA DEL REY | City |
| State | CA | State |
| ZIP Code | 90295 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONRAD LEE KLEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3106707411 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BERRY | PreparerPersonNm |
| PTIN | P00179412 | PTIN |
| Phone | 4242098821 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,148,620 | 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 | $48,976 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,976 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $859,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,879,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $859,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,092,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,092,103 | 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 |
| Legal Fees Rev And Expnss | $3,074 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,074 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,286 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,622 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,622 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,090 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $770,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $770,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $848,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $783,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $244,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,038,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $735 | CashBOYAmt |
| Cash EOY | $22,604 | CashEOYAmt |
| Cash EOYFMV | $22,604 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,082 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $74 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $3,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,200 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,200 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,173,952 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,898,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,898,035 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,531,492 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,359,559 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,359,559 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,313,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,753,140 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,753,140 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,026,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,148,620 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,148,620 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,566 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,566 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,026,349 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,141,054 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,026,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,141,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,026,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,148,620 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,026,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $244,013 | ExcessRevenueOverExpensesAmt |
| Other Increases | $870,692 | OtherIncreasesAmt |
| Subtotal | $14,141,054 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,141,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS | $7,379,457 | $6,615,000 | $764,457 | $764,457 | |
| CLASS ACTION PROCEEDS | $58 | $58 | $58 | ||
| GOLDMAN SACHS HEDGE FUND OPPORTUNITIES LTD | $500,000 | $405,218 | $94,782 | $94,782 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $859,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $727,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,550,049 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $657,276 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,134,467 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050042 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $755,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,717,606 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059367 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $722,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,665,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061960 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,112,044 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,907,823 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079958 | DistributionYr5Rt |
| Total Distribution | 0.309283 | TotalDistributionRt |
| Average Distribution | 0.061857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,578,295 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $839,913 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,383 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $850,296 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $783,706 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,566 | TaxDueAmt |
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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106707411 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9399 | AddressLine1 |
| City | MARINA DEL REY | City |
| State | CA | State |
| ZIP Code | 90295 | ZIPCode |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| JOHN REYNOLDS | ||||||||
| PO BOX 9399 | MARINA DEL REY | CA | 90295 | VICE PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROL HANNAH | ||||||||
| PO BOX 9399 | MARINA DEL REY | CA | 90295 | SECR & TREAS & DIR (PART OF YEAR) | 1.00 | $0 | $0 | $0 |
| JEFFREY GLASSMAN | ||||||||
| PO BOX 9399 | MARINA DEL REY | CA | 90295 | SECR & TREAS & DIR (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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVE OF THE STARS 2600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $53,786 | 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 | $11,781,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $180,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,823,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,785,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,785,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,578,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $678,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $678,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,766 | TotalTaxAmt |
| Distributable Before Adj | $658,149 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $658,149 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $658,149 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $783,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $783,706 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $783,706 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $658,149 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $420,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $143,677 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,743 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,428 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,892 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $817,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $783,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $658,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,557 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $942,774 | 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 | $420,477 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $522,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,677 | ExcessFromYear4Amt |
| Excess From Year3 | $129,743 | ExcessFromYear3Amt |
| Excess From Year2 | $10,428 | ExcessFromYear2Amt |
| Excess From Year1 | $112,892 | ExcessFromYear1Amt |
| Excess From Current Year | $125,557 | 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 | AddressLine1 |
| City | MARINA DEL REY | City |
| State | CA | State |
| ZIP Code | 90295 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3106707411 | 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, PRIMARILY 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $45,000 | |
| ASSISTANCE LEAGUE OF LA - OPERATION SCHOOL BELL | |||||||
| 1370 NORTH ST ANDREWS PLACE | HOLLYWOOD | CA | 90028 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $75,000 | |
| BOYS & GIRLS CLUB OF HOLLYWOOD | |||||||
| 850 NORTH CAHUENGA BLVD | LOS ANGELES | CA | 90028 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $30,000 | |
| BOYS & GIRLS CLUB OF SAN FERNANDO VALLEY | |||||||
| 11251 GLENOAKS BLVD | PACOIMA | CA | 91331 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| COLLEGE BOUND | |||||||
| 17316 EDWARDS RD SUITE 180 | CERRITOS | CA | 90703 | PUBLIC CHARITY | STEM ENRICHMENT ACADEMY | $55,000 | |
| COMMUNITY PARTNERS FOR COLLEGE MATCH | |||||||
| 719 GEORGINA AVE | SANTA MONICA | CA | 90402 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $60,000 | |
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| EDELMAN CHILDRENS COURT 201 CENTRE | MONTEREY PARK | CA | 91754 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 | PLAZA DRIVE |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVENUE | LONG BEACH | CA | 90807 | PUBLIC CHARITY | TREATMENT SERVICES FOR CHILD ABUSE CLIENTS | $15,000 | |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 | |
| HEART OF LOS ANGELES YOUTH | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50,000 | |
| LA FAMILY HOUSING | |||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | PUBLIC CHARITY | GENERAL OPERATING EXPENSE | $25,000 | |
| LA'S BEST | |||||||
| 200 N SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 | |
| LOS ANGELES YOUTH NETWORK | |||||||
| 1680 N VINE STREET SUITE 305 | LOS ANGELES | CA | 90028 | PUBLIC CHARITY | TRADITIONAL LIVING PROGRAM | $40,000 | |
| MY STUFF BAGS FOUNDATION | |||||||
| 5347 STERLING CENTER DRIVE | WESTLAKE VILLAGE | CA | 91361 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $15,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 350 S BIXEL ST SUITE 280 | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| PARA LOS NINOS | |||||||
| 500 LUCAS AVENUE | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | CHARTER SCHOOLS | $35,000 | |
| SCHOOL ON WHEELS | |||||||
| PO BOX 23371 | VENTURA | CA | 93002 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $80,000 | |
| STONE SOUP | |||||||
| 15910 VENTURA BLVD SUITE 1702 | ENCINO | CA | 91436 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | PUBLIC CHARITY | PEDIATRIC CARE | $10,000 | |
| ZERO TO THREE | |||||||
| 350 SOUTH BIXEL STREET SUITE 150 | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $770,000 | 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 | $48,976 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $859,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,092,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,092,103 | 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 | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $4,359,559 | EOYBookValueAmt |
| EOYFMV | $4,359,559 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $7,898,035 | EOYBookValueAmt |
| EOYFMV | $7,898,035 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS- ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,753,140 | BookValueAmt |
| EOYFMV | $1,753,140 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,074 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,074 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $75 | $0 | $75 |
| INSURANCE | $5,547 | $0 | $5,547 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET CHANGE IN UNREALIZED GAINS (LOSSES) | Description |
| Amount | $870,692 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $7,566 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATION | $2,500 | $0 | $2,500 |
| INVESTMENT MANAGEMENT | $53,786 | $53,786 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE | $10,598 | $0 | $0 |
| STATE FRANCHISE TAX | $10 | $0 | $10 |