STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BLANCHE MARCH FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
BLANCHE MARCH FOUNDATION (EIN 20-0064237)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-09-04
IRS object ID
201222489349100562
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-09-04T16:54:23-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Rosenthal & Pearson CPAsBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1655 Deep Valley Dr Ste 125AAddressLine1
CityRolling Hills EstatesCity
StateCAState
ZIP Code90274ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200064237EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Blanche March FoundationBusinessNameLine1
Business Name Line2Jeffrey Sterner TreasurerBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlBLANNameControl
Phone9494891916Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line123 Hancock StAddressLine1
CityLaguna NiguelCity
StateCAState
ZIP Code92677ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJeffrey SternerName
TitleTreasurerTitle
Date Signed2012-09-04DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameNancy L Pearson CPAName
Phone3103267517Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1431775FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss730ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss42InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm42InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm42InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss46218DividendsRevAndExpnss
Dividends Net Invst Incm46218DividendsNetInvstIncm
Dividends Adj Net Incm46218DividendsAdjNetIncm
Other Income Rev And Expnss7380OtherIncomeRevAndExpnss
Other Income Net Invst Incm7380OtherIncomeNetInvstIncm
Other Income Adj Net Incm7380OtherIncomeAdjNetIncm
Total Revenue And Expenses54370TotalRevenueAndExpenses
Total Net Investment Income53640TotalNetInvestmentIncome
Total Adjusted Net Income53640TotalAdjustedNetIncome
Accounting Fees Rev And Expnss850AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps850AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss1000TaxesRevAndExpnss
Other Expenses Rev And Expnss121OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps121OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1971TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps971TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss73000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps73000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss74971TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps73971TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-20601ExcessOfRevenueOverExpenses
Net Investment Income53640NetInvestmentIncome
Adjusted Net Income53640AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY7617CashBOY
Cash EOY18056CashEOY
Cash EOYFMV18056CashEOYFMV
Savings And Temp Cash Invst BOY30786SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY8813SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV8813SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY43188InvestmentsCorpStockBOY
Investments Corp Stock EOY44657InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV41926InvestmentsCorpStockEOYFMV
Investments Other BOY1373516InvestmentsOtherBOY
Investments Other EOY1362980InvestmentsOtherEOY
Investments Other EOYFMV1362980InvestmentsOtherEOYFMV
Total Assets BOY1455107TotalAssetsBOY
Total Assets EOY1434506TotalAssetsEOY
Total Assets EOYFMV1431775TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1455107CapitalStockBOY
Capital Stock EOY1434506CapitalStockEOY
Total Net Assets BOY1455107TotalNetAssetsBOY
Total Net Assets EOY1434506TotalNetAssetsEOY
Total Liabilities Net Assets BOY1455107TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1434506TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1455107TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-20601ExcessOfRevenueOverExpenses
Subtotal1434506Subtotal
Total Net Assets Fund Balances EOY1434506TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year154995QualifyingDistributionsYear1
Noncharitable Assets Year11450968NoncharitableAssetsYear1
Distribution Ratio Year10.03790DistributionRatioYear1
Qualifying Distributions Year275870QualifyingDistributionsYear2
Noncharitable Assets Year21461914NoncharitableAssetsYear2
Distribution Ratio Year20.05190DistributionRatioYear2
Qualifying Distributions Year360835QualifyingDistributionsYear3
Noncharitable Assets Year31476605NoncharitableAssetsYear3
Distribution Ratio Year30.04120DistributionRatioYear3
Qualifying Distributions Year460924QualifyingDistributionsYear4
Noncharitable Assets Year41482667NoncharitableAssetsYear4
Distribution Ratio Year40.04109DistributionRatioYear4
Qualifying Distributions Year540948QualifyingDistributionsYear5
Noncharitable Assets Year51439931NoncharitableAssetsYear5
Distribution Ratio Year50.02844DistributionRatioYear5
Total Distribution Ratio0.20053TotalDistributionRatio
Average Distribution Ratio0.04011AverageDistributionRatio
Net Noncharitable Assets1441049NetNoncharitableAssets
Adjusted Noncharitable Assets57793AdjustedNoncharitableAssets
One Percent Net Investment Income536OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One58329AdjNonchrtblAssetsAndOnePct
Qualifying Distributions73971QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax536InvestmentIncomeExciseTax
Subtotal536Subtotal
Tax Based On Investment Income536TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1950EstTaxPaymentsAndOverpayment
Total Credits And Payments1950TotalCreditsAndPayments
Overpayment1414Overpayment
Amount Credited To Next Year1414AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1Jeffrey SternerBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9494891916BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line123 Hancock StreetAddressLine1
CityLaguna NiguelCity
StateCAState
ZIP Code92677ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Carol Sterner
23 Hancock StreetLaguna NiguelCA92677Director0.000
Cami Tujague
28783 Greenwood PlCastaicCA91384Secretary0.000
Jeffrey Sterner
23 Hancock StreetLaguna NiguelCA92677Treasurer0.000
Barbara Buser
458 Woodbury RdGlendaleCA91206Director0.000
Marjorie Christoffersen
156 N Fuller AveLos AngelesCA90036President0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities41971AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances58043AvgMonthlyCashBalances
FMV All Other Noncharitable Assets1362980FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1462994TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets1462994AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable21945CashDeemedCharitable
Net Noncharitable Assets1441049NetNoncharitableAssets
Minimum Investment Return72052MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return72052MinimumInvestmentReturn
Tax Based On Investment Income536TaxBasedOnInvestmentIncome
Total Tax536TotalTax
Distributable Amount Before Adj71516DistributableAmountBeforeAdj
Distributable Amount Before Ded71516DistributableAmountBeforeDed
Distributable Amount As Adjusted71516DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions73971ExpensesAndContributions
Qualifying Distributions73971QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm536OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions73435AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted71516DistributableAmountAsAdjusted
Excess Distri Carryover Year23953ExcessDistriCarryoverYear2
Total Excess Distri Carryover3953TotalExcessDistriCarryover
Qualifying Distributions73971QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year71516AppliedToCurrentYear
Remaining Distri From Corpus2455RemainingDistriFromCorpus
Total Corpus6408TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year6408ExcessDistriCyovToNextYear
Excess From Year23953ExcessFromYear2
Excess From Current Year2455ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
COC Culinary School
26455 Rockwell Canyon RoadSanta ClaritaCA91355NonePublicEduc. program assistance$2,000
Heartfelt Cardiac Project
12801 Crossroad Pkwy So Ste 200City of IndustryCA91746NonePublicMedical research$2,500
Hospice Foundation of America
1710 Rhode Island Avenue Suite 400WashingtonDC90036NonePublicFamily assistance$6,000
West Ranch High School
26255 W Valencia BlvdStevenson RanchCA91381NonePublicEduc. program assistance$3,000
Friends of Malcom
26255 W Valencia BlvdStevenson RanchCA91381NonePublicEduc. program assistance$2,500
Dana Hills High School Baseball
33333 Golden LanternDana PointCA92629NonePublicEduc. program assistance$4,000
St Jude Children's Research Hospita
501 St Jude PlaceMemphisTN38105NonePublicResearch & medical care$2,500
North Lake Hills Elementary School
32545 Ridge Route RoadCastaicCA91384NonePublicEducational program development & testing$10,000
Hancock Park Elementary School
408 S Fairfax AveLos AngelesCA90036NonePublicEducational program development$3,000
City of Hope
1055 Wilshire Blvd Ste 1200Los AngelesCA90017NonePublicCancer research and treatment$7,500
Injured Marine Semper Fi Fund
825 College Blvd Ste102 PMB 609OceansideCA92057NonePublicEduc. & humanitarian aid$5,000
College of the Canyons Fdt
26455 Rockwell Canyon RdSanta ClaritaCA91355NonePublicScholarships & aid$5,000
Clare Foundation
909 Pico BlvdSanta MonicaCA90405NonePublicAlcohol & substance abuse aid$2,500
Boy Scouts of America
1211 E Dyer RoadSanta AnaCA92705NonePublicGrowth of program$5,000
Intrepid Fallen Heroes Fund
One Intrepid Sq W 46th 12th AvNew YorkNY10036NonePublicFamily assistance$5,000
American Macular Degen Fdt
PO Box 515NorthamptonMA01061NonePublicResearch$2,500
Ntl Fdt-Ectodermal Dysplasia
410 East Main StreetMascoutahIL62258NonePublicResearch and treatment$5,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year73000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income42RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income46218RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income7380RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income53640RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA53640TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
Amount$850Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps850DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
Postage and stationery5151
CA state filing fees5555
Bank fees1515

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books7380RevenueAndExpensesPerBooks
Net Investment Income7380NetInvestmentIncome
Adjusted Net Income7380AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise taxesCategory
Amount$1,000Amount