THE LUCILLE AND EDWARD ROYBAL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LUCILLE AND EDWARD ROYBAL FOUNDATION (EIN 95-4031228)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201443219349102344
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T13:17:28-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bill Torres & Company Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Citadel Drive Suite 330 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90040 | 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 | 954031228 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LUCILLE AND EDWARD ROYBAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUCI | BusinessNameControlTxt |
| Phone | 3237253960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5253 E BEVERLY BOULEVARD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRYSTAL TORRES | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Moises Rosiles | PreparerPersonNm |
| PTIN | P00038490 | PTIN |
| Phone | 3238908180 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,215,855 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $74,262 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $136,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,454 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,265 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,133 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,168 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,584 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,022 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,506 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,911 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,568 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $5,894 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $6,788 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $5,942 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $492 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $240 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,515 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,500 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,394 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,445 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $302,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,439 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $113,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,439 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$213,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,747 | CashBOYAmt |
| Cash EOY | $17,904 | CashEOYAmt |
| Cash EOYFMV | $17,904 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,125 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,125 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $50,721 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $46,393 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $46,393 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $104,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $161,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $161,210 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $462,938 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $296,222 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $296,222 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $273,023 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $63,215 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $215,702 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $209,808 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $500,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $219,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,158,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $925,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,215,855 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $88 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $88 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,158,432 | UnrestrictedBOYAmt |
| Unrestricted EOY | $925,663 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,158,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $925,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,158,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $925,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,158,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$213,035 | ExcessRevenueOverExpensesAmt |
| Subtotal | $945,397 | SubtotalAmt |
| Other Decreases | $19,734 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $925,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $228,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,542,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $148,044 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,497,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09885 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $206,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,711,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,711,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12225 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $202,132 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,761,178 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11477 | DistributionYr5Rt |
| Total Distribution | 0.60453 | TotalDistributionRt |
| Average Distribution | 0.12091 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,307,719 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $158,111 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $570 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $160,261 | 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 | $570 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $570 | SubtotalAmt |
| Tax Based On Investment Income | $570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $940 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $940 | TotalPaymentsAndCreditsAmt |
| Overpayment | $370 | OverpaymentAmt |
| Applied To ES Tax | $370 | 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 | false | 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 | HTTP://WWW.ROYBALFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crystal Torres | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3237253960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5253 E BEVERLY BOULEVARD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90022 | ZIPCode |
| 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 | Yes (true) | 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 (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARIA CONTRERAS-SWEET | ||||||
| 888 W SIXTH STREET | LOS ANGELES | CA | 90017 | BOARD MEMBER | 1.00 | $0 |
| JOSEPH HERRERA | ||||||
| 133 N SUNOL DRIVE STE 237 | LOS ANGELES | CA | 90063 | BOARD MEMBER | 1.00 | $0 |
| JORGE LAMBRINOS | ||||||
| 1510 N MICHIGAN AVENUE | PASADENA | CA | 91104 | President | 1.00 | $0 |
| DANIEL C MALDONADO | ||||||
| 800 17TH STREET NW STE 1100 | WASHINGTON | DC | 20006 | BOARD MEMBER | 1.00 | $0 |
| IRMA RESENDEZ | ||||||
| 8942 BEATRICE PLACE | ROSEMEAD | CA | 91770 | Treasurer | 1.00 | $0 |
| EDWARD R ROYBAL JR | ||||||
| 348 EUCLID AVENUE | OAKLAND | CA | 94610 | Executive Dir. | 40.00 | $74,265 |
| LILLIAN ROYBAL ROSE | ||||||
| 79 PASATIEMP DRIVE | SANTA CRUZ | CA | 95060 | BOARD MEMBER | 5.00 | $0 |
| LOUSHANA ROYBAL-ROSE | ||||||
| 761 PHEASANT DRIVE | LOS ANGELES | CA | 90065 | Secretary | 5.00 | $0 |
| RICHARD VELOZ | ||||||
| 111 E VERNON AVENUE | LOS ANGELES | CA | 90011 | BOARD MEMBER | 1.00 | $0 |
| FRANK X VILLALOBOS | ||||||
| 5271 E BEVERLY BLVD | LOS ANGELES | CA | 90022 | BOARD MEMBER | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE ROYBAL FOUNDATION PROVIDES INTERNSHIPS TO STUDENTS PURSUING PUBLIC HEALTH CAREERS AND WISHING TO PROVIDE PUBLIC HEALTH CARE SERVICES IN PRIMARILY LOW INCOME, SPANISH SPEAKING COMMUNITIES IN THE UNITED STATES. INTERNSHIPS ARE OFFERED IN PUBLIC HEALTH RELATED FIELDS INCLUDING NURSING. THE PROGRAM PROVIDES INTERNSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS. IN 2013, INTERNSHIPS WERE AWARDED TO 30 STUDENTS. | Description1Txt |
| Expenses1 | $47,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $767,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,327,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,327,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,307,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $570 | TotalTaxAmt |
| Distributable Before Adj | $64,816 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $64,816 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $64,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,261 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $160,261 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $570 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,691 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,816 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $126,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $279,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,261 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,445 | RemainingDistriFromCorpusAmt |
| Total Corpus | $374,685 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $374,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $126,442 | ExcessFromYear3Amt |
| Excess From Year2 | $76,392 | ExcessFromYear2Amt |
| Excess From Year1 | $76,406 | ExcessFromYear1Amt |
| Excess From Current Year | $95,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LUCILLE AND EDWARD R ROYBAL FOU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5253 E BEVERLY BOULEVARD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900222020 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3237253960 | RecipientPhoneNum |
| Form And Info And Materials | THERE WAS NO UNIFORM APPLICATION PACKET OR PROCEDURE. THE INTERNSHIP PROGRAM PLACES STUDENTS FROM USC, UCLA, CAL STATE L.A., EAST LOS ANGELES COLLEGE AND CAL STATE DOMINGUEZ HILLS IN PAID INTERNSHIPS AT HEALTH CARE FACILITIES IN AND AROUND EAST LOS ANGELES. EACH SCHOOL AND EACH PLACEMENT SITE DEVELOPED ITS OWN OUTREACH MATERIALS, WITH INPUT FROM THE FOUNDATION. DEADLINES WERE DIFFERENT FOR EACH SCHOOL AND WERE FLEXIBLE. UCLA SIMPLY FORWARDED ALL APPLICATIONS TO THE FOUNDATION AND PLACEMENT SITES. THE OTHER TWO SCHOOLS DID SOME PRELIMINARY SCREENING OF APPLICATIONS. APPLICANTS WERE USUALLY INTERVIEWED BY REPRESENTATIVES FROM THE PLACEMENT SITE AND THE FOUNDATION, BUT WITH THE NURSING STUDENTS FROM CAL STATE REPRESENTATIVES FROM THE SCHOOL, AS WELL AS THE FOUNDATION AND PLACEMENT SITE, PARTICIPATED IN THE INTERVIEWS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE DEADLINE FOR ACADEMIC YEAR FALL 2013 WAS FLEXIBLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUIREMENTS:- STUDENTS IN THEIR JUNIOR OR SENIOR YEAR OR IN A GRADUATE PROGRAM OF AN ACCREDITED COLLEGE OR UNIVERSITY IN HEALTH RELATED FIELDS- A MINIMUM GRADE POINT AVERAGE OF 2.5- A COMMITMENT TO SERVE THE INTERESTS OF LOW INCOME LATINO COMMUNITIES IN THE UNITED STATES- FINANCIAL NEED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IRENE V AVILES | |||||||
| 1027 SANDY HOOK AVE | LA PUENTE | CA | 91744 | None | N/A | INTERNSHIP | $3,300 |
| ERIC J CID-LOPEZ | |||||||
| 938 W HUNTINGTON DR 14 | ARCADIA | CA | 91007 | None | N/A | INTERNSHIP | $1,600 |
| NELLY DI PAOLO | |||||||
| 22793 BRENFORD STREET | WOODLAND HILLS | CA | 91364 | None | N/A | INTERNSHIP | $1,600 |
| JULIA FLORES | |||||||
| 2331 EAST RIO VERDE DRIVE | WEST COVINA | CA | 91791 | None | N/A | INTERNSHIP | $1,600 |
| ANABELL GALINDO | |||||||
| 16555 SUGARGROVE DRIVE | WHITTIER | CA | 90604 | None | N/A | INTERNSHIP | $500 |
| JUAN HERNANDEZ | |||||||
| 7507 SERAPIS AVE | PICO RIVERA | CA | 90660 | None | N/A | INTERNSHIP | $1,600 |
| ELLIANA IXTRA-MADERA | |||||||
| 2603 W 132ND STREET | LOS ANGELES | CA | 90059 | None | N/A | INTERNSHIP | $500 |
| DULCE LOPEZ | |||||||
| 2226 PARKSIDE AVE APT 204 | LOS ANGELES | CA | 90031 | None | N/A | INTERNSHIP | $3,300 |
| NADIA LOPEZ | |||||||
| 6688 LAKE SPRINGS STREET | LOS ANGELES | CA | 90059 | None | N/A | INTERNSHIP | $3,400 |
| GAIL MELICOR | |||||||
| 636 E DEXTER STREET | COVINA | CA | 91723 | None | N/A | INTERNSHIP | $5,000 |
| ANNA P PONSECA | |||||||
| 3940 EAGLE ROCK BLVD APT 208 | LOS ANGELES | CA | 90065 | None | N/A | INTERNSHIP | $5,000 |
| JACKSON TEA | |||||||
| 123 N ELIZABETH AVE | MONTEREY PARK | CA | 91755 | None | N/A | INTERNSHIP | $1,600 |
| DAVID M ROCHMAN | |||||||
| 1146 W 37TH ST APTD | LOS ANGELES | CA | 90007 | None | N/A | INTERNSHIP | $1,600 |
| SERGIO A VALENZUELA | |||||||
| 541 S MARGARET AVE | LOS ANGELES | CA | 90022 | None | N/A | INTERNSHIP | $1,600 |
| JULIE A VILLALOBOS | |||||||
| 8411 CAVEL STREET | DOWNEY | CA | 90242 | None | N/A | INTERNSHIP | $3,300 |
| ANABEL ALCARAZ | |||||||
| 3733 GIBSON ROAD APT30 | EL MONTE | CA | 91731 | None | N/A | INTERNSHIP | $600 |
| ANN MARTINEZ | |||||||
| 2055 EAST 105TH STREET | LOS ANGELES | CA | 90002 | None | N/A | INTERNSHIP | $1,000 |
| ELISE HUERTA | |||||||
| 200 N SAN FERNANDO RD APT40 | LOS ANGELES | CA | 90031 | None | N/A | INTERNSHIP | $1,000 |
| IVY HIEP TO | |||||||
| 912 E ROSS AVENUE | ALHAMBRA | CA | 91801 | None | N/A | INTERNSHIP | $1,000 |
| JORGE A CAMARENA | |||||||
| 64 N MAR VISTA AVE APT128 | PASADENA | CA | 91106 | None | N/A | INTERNSHIP | $1,000 |
| JOSE G TORRES | |||||||
| 3711 LEE STREET | LOS ANGELES | CA | 90023 | None | N/A | INTERNSHIP | $1,000 |
| JOSHUA LIMON | |||||||
| 1920 OLYMPUS AVE | HACIENDA HEIGHTS | CA | 91745 | None | N/A | INTERNSHIP | $1,000 |
| LUZ E RAZO | |||||||
| 7989 LEMON COURT | FONTANA | CA | 92336 | None | N/A | INTERNSHIP | $300 |
| MIRIAM RODRIGUEZ | |||||||
| 4836 ROSEWOOD AVE APT1 | LOS ANGELES | CA | 90004 | None | N/A | INTERNSHIP | $1,000 |
| STEPHANIE CLAVIJO | |||||||
| 3625 COURTBETTE DR | RIVERSIDE | CA | 92503 | None | N/A | INTERNSHIP | $300 |
| SUSY CONTRERAS | |||||||
| 3773 EAST 6TH STREET | LOS ANGELES | CA | 90023 | None | N/A | INTERNSHIP | $1,000 |
| TIFFANY PEREZ | |||||||
| 6206 CASITAS AVE | BELL | CA | 90201 | None | N/A | INTERNSHIP | $500 |
| WENDY K CERVANTES | |||||||
| 5452 SIERRA VISTA AVE APT101 | LOS ANGELES | CA | 90038 | None | N/A | INTERNSHIP | $300 |
| YEON SOO KIM | |||||||
| 9842 JOHANNAH AVENUE | GARDEN GROVE | CA | 92844 | None | N/A | INTERNSHIP | $500 |
| YUE YUAN YU | |||||||
| 3649 STICHMAN AVE | BALDWIN PARK | CA | 91707 | None | N/A | INTERNSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,454 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WHITE MEMORIAL MEDICAL CENTER | ||||||
| 1 | 1720 CESAR E CHAVEZ | LOS ANGELES | CA | 90033 | $5,000 | Yes (X) |
| ALEX NADINE CHAVEZ | ||||||
| 2 | 4226 EDENHURST AVENUE | LOS ANGELES | CA | 90039 | $5,000 | Yes (X) |
| ERIKA J GLAZER FAMILY FOUNDATION | ||||||
| 3 | PO BOX 2489 | BEVERLY HILLS | CA | 90213 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,022 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,506 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDINGS | 1997-01-01 | $100,000 | $41,131 | 91 | 39.0000 | $2,564 |
| IMPROVEMENTS | 2007-01-01 | $36,427 | $5,604 | 91 | 39.0000 | $934 |
| ROOF A/C | 2008-07-16 | $35,933 | $10,586 | 91 | 15.0000 | $2,396 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | USAA A/C 11276557 BONDS | BondNm |
| EOY Book Value | $296,222 | EOYBookValueAmt |
| EOYFMV | $296,222 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | USAA A/C 11276490 STOCKS | StockNm |
| EOY Book Value | $161,210 | EOYBookValueAmt |
| EOYFMV | $161,210 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $46,393 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $46,393 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $100,000 | $43,695 | $56,305 | $500,000 |
| Improvements | $72,360 | $19,520 | $52,840 | |
| Land | $100,663 | $100,663 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATE OF DEPOSITS | FMV | $500 | $500 |
| MUTUAL FUNDS | FMV | $107,501 | $107,501 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ADVERTISING | $5,172 | $4,000 |
| BANK CHARGES | $1,028 | |
| DENTAL AND VISION INSURANCE | $1,016 | |
| DUES & SUBSCRIPTION | $180 | |
| EMPLOYEE BENEFITS | $6,951 | |
| LANDSCAPING | $1,333 | |
| LIABILITY INSURANCE | $1,747 | $874 |
| MEDICAL INSURANCE | $12,483 | |
| OFFICE EXPENSE | $5,137 | $2,500 |
| OTHER EXPENSES | $2,534 | $1,267 |
| PAYROLL SERVICE FEES | $2,151 | |
| POSTAGE | $252 | $126 |
| REPAIRS & MAINTENANCE | $5,166 | $2,583 |
| TELEPHONE | $4,189 | $2,095 |
| UTILITIES | $2,678 | |
| WORKERS COMPENSATION | $1,377 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $5,439 | $5,439 | $0 | $0 |
| OUTSIDE SERVICES | $34,206 | $0 | $0 | $9,911 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL TAX | $19,929 |
| PROPERTY TAX | $6,629 |
| STATE TAX | $10 |