STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BLANCHE MARCH FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
BLANCHE MARCH FOUNDATION (EIN 20-0064237)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-08
IRS object ID
201132209349100763
Schema version
2010v3.2
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)
Timestamp2011-08-08T15:42:12-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Rosenthal Pearson Fong & Frew LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12790 Skypark Drive Suite 306AddressLine1
CityTorranceCity
StateCAState
ZIP Code90505ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

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 Signed2011-08-03DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameNancy L Pearson CPAName
Phone3105399400Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1453011FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss71InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm71InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm71InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss39189DividendsRevAndExpnss
Dividends Net Invst Incm39189DividendsNetInvstIncm
Dividends Adj Net Incm39189DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss0NetGainSaleAssetsRevAndExpnss
Other Income Rev And Expnss12342OtherIncomeRevAndExpnss
Other Income Net Invst Incm12342OtherIncomeNetInvstIncm
Other Income Adj Net Incm12342OtherIncomeAdjNetIncm
Total Revenue And Expenses51602TotalRevenueAndExpenses
Total Net Investment Income51602TotalNetInvestmentIncome
Total Adjusted Net Income51602TotalAdjustedNetIncome
Accounting Fees Rev And Expnss825AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps825AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss1500TaxesRevAndExpnss
Deprec And Depletion Rev And Expnss0DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss170OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps170OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2495TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps995TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss54000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps54000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss56495TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps54995TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-4893ExcessOfRevenueOverExpenses
Net Investment Income51602NetInvestmentIncome
Adjusted Net Income51602AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY6006CashBOY
Cash EOY7617CashEOY
Cash EOYFMV7617CashEOYFMV
Savings And Temp Cash Invst BOY36850SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY30786SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV30786SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY41778InvestmentsCorpStockBOY
Investments Corp Stock EOY43188InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV41092InvestmentsCorpStockEOYFMV
Investments Other BOY1375366InvestmentsOtherBOY
Investments Other EOY1373516InvestmentsOtherEOY
Investments Other EOYFMV1373516InvestmentsOtherEOYFMV
Total Assets BOY1460000TotalAssetsBOY
Total Assets EOY1455107TotalAssetsEOY
Total Assets EOYFMV1453011TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1460000CapitalStockBOY
Capital Stock EOY1455107CapitalStockEOY
Total Net Assets BOY1460000TotalNetAssetsBOY
Total Net Assets EOY1455107TotalNetAssetsEOY
Total Liabilities Net Assets BOY1460000TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1455107TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1460000TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-4893ExcessOfRevenueOverExpenses
Subtotal1455107Subtotal
Total Net Assets Fund Balances EOY1455107TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year175870QualifyingDistributionsYear1
Noncharitable Assets Year11461914NoncharitableAssetsYear1
Distribution Ratio Year10.05190DistributionRatioYear1
Qualifying Distributions Year260835QualifyingDistributionsYear2
Noncharitable Assets Year21476605NoncharitableAssetsYear2
Distribution Ratio Year20.04120DistributionRatioYear2
Qualifying Distributions Year360924QualifyingDistributionsYear3
Noncharitable Assets Year31482667NoncharitableAssetsYear3
Distribution Ratio Year30.04109DistributionRatioYear3
Qualifying Distributions Year440948QualifyingDistributionsYear4
Noncharitable Assets Year41439931NoncharitableAssetsYear4
Distribution Ratio Year40.02844DistributionRatioYear4
Qualifying Distributions Year535708QualifyingDistributionsYear5
Noncharitable Assets Year576009NoncharitableAssetsYear5
Distribution Ratio Year50.46979DistributionRatioYear5
Total Distribution Ratio0.63241TotalDistributionRatio
Average Distribution Ratio0.12648AverageDistributionRatio
Net Noncharitable Assets1450968NetNoncharitableAssets
Adjusted Noncharitable Assets183521AdjustedNoncharitableAssets
One Percent Net Investment Income516OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One184037AdjNonchrtblAssetsAndOnePct
Qualifying Distributions54995QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1032InvestmentIncomeExciseTax
Subtotal1032Subtotal
Tax Based On Investment Income1032TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1982EstTaxPaymentsAndOverpayment
Total Credits And Payments1982TotalCreditsAndPayments
Overpayment950Overpayment
Amount Credited To Next Year950AmountCreditedToNextYear

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 (6 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 AngelesCA90036Director0.000
Grace Salisbury
2221 Via La BreaPalos Verdes EstatesCA90274President0.000
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 Securities38701AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances60847AvgMonthlyCashBalances
FMV All Other Noncharitable Assets1373516FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1473064TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets1473064AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable22096CashDeemedCharitable
Net Noncharitable Assets1450968NetNoncharitableAssets
Minimum Investment Return72548MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return72548MinimumInvestmentReturn
Tax Based On Investment Income1032TaxBasedOnInvestmentIncome
Total Tax1032TotalTax
Distributable Amount Before Adj71516DistributableAmountBeforeAdj
Distributable Amount Before Ded71516DistributableAmountBeforeDed
Distributable Amount As Adjusted71516DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions54995ExpensesAndContributions
Qualifying Distributions54995QualifyingDistributions
Adj Qualifying Distributions54995AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted71516DistributableAmountAsAdjusted
Excess Distri Carryover Year518317ExcessDistriCarryoverYear5
Excess Distri Carryover Year13953ExcessDistriCarryoverYear1
Total Excess Distri Carryover22270TotalExcessDistriCarryover
Qualifying Distributions54995QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year54995AppliedToCurrentYear
Excess Distri Cyov App CY Corpus16521ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY16521ExcessDistriCyovAppliedCY
Total Corpus5749TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year51796ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year3953ExcessDistriCyovToNextYear
Excess From Year13953ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerGrace SalisburyContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
St Jude Children's Research Hospita
501 St Jude PlaceMemphisTN38105NonePublicResearch & medical care$5,000
North Lake Hills Elementary School
32545 Ridge Route RoadCastaicCA91384NonePublicEducational program development & testing$7,500
Hancock Park Elementary School
408 S Fairfax AveLos AngelesCA90036NonePublicEducational program development$2,500
City of Hope
1055 Wilshire Blvd Ste 1200Los AngelesCA90017NonePublicCancer research and treatment$5,000
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$5,000
Boy Scouts of America
1211 E Dyer RoadSanta AnaCA92705NonePublicGrowth of program$6,500
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 Year54000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income71RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income39189RelatedOrExemptFunctionIncome

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income12342RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income51602RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA51602TotalPartXVIA

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$825Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps825DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
CA state filing fees3535
Bank fees135135

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionOther Investment IncomeDescription
Revenue And Expenses Per Books12342RevenueAndExpensesPerBooks
Net Investment Income12342NetInvestmentIncome
Adjusted Net Income12342AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Amount$1,500Amount