WEST FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-02
- IRS object ID
- 202530929349100528
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-02T18:33:35-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920472474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYCPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD STE 1050 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954776335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3103988624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 SIERRA ALTA WAY | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900691730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WEST | PersonNm |
| Person Title | PRESIDENT & CHAIRMAN | PersonTitleTxt |
| Phone | 3103988624 | PhoneNum |
| Signature | 2025-04-02 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN FOROOTAN CPACGMA | PreparerPersonNm |
| PTIN | P01296032 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2025-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,572,876 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $43,337 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $43,337 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $690,568 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $723 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $723 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $196,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,559 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $61 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $61 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,382 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,116 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,987 | CashBOYAmt |
| Cash EOY | $51,678 | CashEOYAmt |
| Cash EOYFMV | $51,678 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $600,389 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $919,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $919,686 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,287,322 | CorporateStockBOYAmt |
| Corporate Stock EOY | $980,124 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,601,512 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,905,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,951,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,572,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,905,698 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,951,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,905,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,951,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,905,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,951,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,905,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,491 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,951,189 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,951,189 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,381 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,381 | SubtotalAmt |
| Tax Based On Investment Income | $1,381 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $1,459 | TaxDueAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TODD WEST | IndividualWithBooksNm |
| Phone | 3103988624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TODD WEST | ||||||||
| 1148 SIERRA ALTA WAY | LOS ANGELES | CA | 900696054 | PRESIDENT & | 000.00 | $0 | $0 | $0 |
| MARLENE WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAYNA WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | DIRECTOR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,438,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $912,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,351,068 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,351,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,300,802 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,381 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,381 | TotalTaxAmt |
| Distributable Before Adj | $163,659 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,659 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,659 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $146,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,659 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,268 | UndistributedIncomePYAmt |
| Qualifying Distributions | $146,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,268 | AppliedToYear1Amt |
| Applied To Current Year | $3,482 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $160,177 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1440 FOUNDATION | ||||||||
| PO BOX 3141 | SARATOGA | CA | 95070 | NON | 501C3 | CREATING HOPE FOR LIVING WELL | $5,000 | |
| ACADEMY MUSEUM FOUNDATION | ||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CELEBRATES ART & SCIENCE OF MOVIES | $10,000 | |
| ADOPT FIRE STATION 71 | ||||||||
| 107 S BEVERLY GLEN BLVD | LOS ANGELES | CA | 90024 | NONE | 501C3 | PROVIDE FUND FOR FIRE STATION | $5,000 | |
| ASHEVILLE HUMANE SOCIETY | ||||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $5,000 | |
| BROOKLYN PSYCHEDELIC SOCIETY | ||||||||
| 12 PARK ST | BROOKLYN | NY | 11206 | NONE | 501C3 | COMMUNITY BASED HEALING & TRANSFORMA | $2,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST | LOS ANGELES | CA | 90012 | NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT | $40,000 | |
| CHABAD OF NORTHRIDGE | ||||||||
| 17142 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | NONE | 501C3 | HELP CHILDREN EMBRACE JEWISH ROOTS | $10,000 | |
| CHACRUNA INSTITUTE | ||||||||
| 1650 CALIFORNIA ST 10 | SAN FRANCISCO | CA | 94109 | NONE | 501C3 | EDUCATION & CULTURAL UNDERSTANDING | $1,500 | |
| CHAKANA MEDIA INC | ||||||||
| 39 RAYCLIFF DR | ACCORD | NY | 12404 | NONE | 501C3 | PRODUCE EDUCATIONAL DOCUMENTARIES | $1,000 | |
| CHURCH OF MUNAY | ||||||||
| 365 MONROE ST 3 | BROOKLYN | NY | 11221 | NONE | 501C3 | FOSTERING SPIRITUAL COMMUNITY | $5,500 | |
| CLOUD FOREST INSTITUTE | ||||||||
| 9870 GREY FOX RD | BOONVILLE | CA | 95415 | NONE | 501C3 | BALANCE ECOLOGICAL SYSTEMS | $5,000 | |
| CONCERN FOUNDATION | ||||||||
| 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CANCER RESEARCH | $5,000 | |
| CONSUMER REPORTS | ||||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | 501C3 | CREATE A SAFER HEALTHIER WORLD | $500 | |
| DEVA COLLECTIVE | ||||||||
| 3620 MALCOLM AVE | OAKLAND | CA | 94605 | NONE | 501C3 | RESEARCH IN PSYCHEDILCS | $250 | |
| FAIRFIELD CARES INC | ||||||||
| 2197 236TH BLVD | FAIRFIELD | IA | 52556 | NONE | 501C3 | HELP ELDERS STAY IN THEIR HOMES | $6,000 | |
| FIRESIDE PROJECT INC | ||||||||
| 2443 FILMORE ST 380-5757 | SAN FRANCISCO | CA | 94115 | NONE | 501C3 | MINIMIZE RISKS OF PSYCHEDELIC EXPERI | $1,500 | |
| GELSONS CHARITABLE FOUNDATION | ||||||||
| 13833 FREEWAY DR | SANTA FE SPRINGS | CA | 90670 | NONE | 501C3 | GIVING BACK TO THE COMMUNITY | $5,000 | |
| HOUSE OF 42 | ||||||||
| 489 W MAPLE WAY | WOODSIDE | CA | 94062 | NONE | 501C3 | SUPPORT COLLECTIVE HEALING EVOLUTION | $5,400 | |
| ILLUMINATE | ||||||||
| 228 LAIDLET ST | SAN FRANCISCO | CA | 94131 | NONE | 501C3 | SUPPORT TO CREATE PUBLIC ART | $1,000 | |
| INDIGENOUS MEDICINE CONSERVATION FU | ||||||||
| 2222 CLEVELAND AVE 1014 | SANTA ROSA | CA | 95403 | NONE | 501C3 | ENSURE FUTURE OF INDIGENOUS PEOPLE | $5,000 | |
| KQED -PUBLIC RADIO | ||||||||
| 2106 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | 501C3 | SUPPORT PUBLIC BROADCASTING | $1,000 | |
| MARIN AGRICULTURAL LAND TRUST | ||||||||
| 145 A ST | POINT REYES STATION | CA | 94956 | NONE | 501C3 | PRESERVE LAND FOR AGRICULTURAL USE | $1,000 | |
| PLANETWORK NGO INC | ||||||||
| 3450 SACREMENTO ST | SAN FRANCISCO | CA | 94118 | NONE | 501C3 | USE IT TO ADDRESS THE ISSUES | $1,000 | |
| POMONA COLLEGE | ||||||||
| THE RENWICK HOUSE | CLAREMONT | CA | 91711 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $1,000 | 333 N COLLEGE WAY |
| SHEFA | ||||||||
| 1725 GRANT ST | BERKELEY | CA | 94703 | NONE | 501C3 | SUPPORT JEWISH PSYCHEDELIC EXPERIENC | $1,000 | |
| SHULGIN FARM | ||||||||
| 1483 SHULGIN RD | LAFAYETTE | CA | 94549 | NONE | 501C3 | PRESERVE LEGACY OF SHUGLIN FARM | $10,000 | |
| SOCIAL GOOD FUND | ||||||||
| 2450 MAXWELL AVE | OAKLAND | CA | 94601 | NONE | 501C3 | STRORYTELLING TO KIDS IN HOSPITAL | $500 | |
| SONOMA INTERNATIONAL FILM FESTIVAL | ||||||||
| 103 E NAPA ST | SONOMA | CA | 95476 | NONE | 501C3 | SUPPORT COMMUNITY WITH FILM | $2,100 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | 501C3 | TREAT & DEFEAT CHILDHOOD CANCER | $500 | |
| THE MOVEMENT NETWORK | ||||||||
| 16 HIDDEN VALLEY RD | ROLLING HILLS ESTATES | CA | 90074 | NONE | 501C3 | FREE PHYSICAL THERAPY SERVICES | $5,000 | |
| WELDON COMMUNITY CENTER | ||||||||
| 101 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | DEVELOP COMMUNITY INVOLVEMENT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,337 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,241 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD P/SHIPS - PUBLICLY TRD | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,559 | ExclusionAmt |
| Related Or Exempt Function Incm | $94,241 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,800 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SHORT TERM SALES | PURCHASE | $310,556 | $276,707 | $33,849 |
| LONG TERM SALES | PURCHASE | $380,012 | $319,620 | $60,392 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN 320 SH | $67,992 | $90,518 |
| AP MOLLER MAERSK A/S ADR CMN 3600 | $44,626 | $30,528 |
| APOLLO GLOBAL MGMT LLC 529 SH | $12,854 | $92,591 |
| AT&T 6,750 SH | $132,190 | $156,330 |
| ATLANTA BRAVES HOLDINGSCMN A 3 SH | $10 | $126 |
| ATLANTA BRAVES HOLDINGS CMN C 6 SH | $24 | $242 |
| BANK OF NOVA SCOTIA 800 SH | $34,874 | $45,616 |
| BERKSHIRE HATHAWAY HLDG 1 SH | $44,720 | $724,040 |
| BNP PARIBAS SPONS ADR CMN 1,100 SH | $34,818 | $32,903 |
| BP PLC SPONSORED ADR CMN 2,000 SH | $49,233 | $58,620 |
| BRITISH AMERICAN TOBACCO 1,550 SH | ||
| COMCAST CORP 900 SH | ||
| CVS HEALTH CORP 1,000 SH | $54,956 | $59,850 |
| ENERGY TRANSFER LP 5,750 SH | $23,337 | $114,195 |
| FEDERAL REALTY INVESTMENT 500 SH | $38,230 | $58,325 |
| GS QUAL FLT RATE FUND 4.86 SH | $42 | $43 |
| IRON MOUNTAIN INC. 675 SH | $20,271 | $83,477 |
| LIBERTY BROADBAND CMN CL A 8 SH | $82 | $677 |
| LIBERTY BROADBAND CMN CL C 16 SH | $163 | $1,362 |
| LIBERTY BROADBAND CMN CL C 9 SH | $496 | $766 |
| LIBERTY GLOBAL LTD CMN A 25 SH | ||
| LIBERTY GLOBAL LTD CMN C 75SH | ||
| LIBERTY GLOBAL LATIN AM CL A 4 SH | $20 | $28 |
| LIBERTY GLOBAL LATIN AM CL C 12 SH | $58 | $83 |
| LIBERTY SIRIUSXM GROUP CMN A 33 SH | ||
| LIBERTY MEDIA C LIB NEW A CMN 8 SH | $36 | $647 |
| LIBERTY MEDIA C LIB NEW C CMN 16 SH | $70 | $1,414 |
| LIBERTY MEDIA LIVE CMN A 8 SH | $52 | $574 |
| LIBERTY MEDIA LIVE CMN C 16 SH | $98 | $1,168 |
| LIBERTY MEDIA CORP CMN 66 SH | ||
| LIBERTY TRIP ADVISORS 12 SH | $321 | $6 |
| MERCEDE-BENZ GRP AG CMN 1,200 SH | $69,362 | $67,176 |
| MICROSOFT 1,000 SH | $25,419 | $423,460 |
| OUTFRONT MEDIA 5,200 SH | ||
| PFIZER INC. 2,140 SH | $44,636 | $56,089 |
| PLAINS ALL AMER. PIPELINE 4,200 SH | $13,458 | $78,414 |
| SARATOGA INVESTMENT CO. 2,132 SH | $40,431 | $54,771 |
| SIMON PROPERTY GROUP 550 SH | $40,380 | $100,980 |
| SIRIUS XM HOLDINGS INC CMN 82 SH | $1,311 | $2,210 |
| SONY 5,000 SH | $9,780 | $100,250 |
| STELLANTIS NV CMN 1,500 SH | $23,205 | $19,800 |
| SUNRISE COMMUNICATIONS AG CMN 20 SH | $5,833 | $970 |
| US BANCORP CMN 4,000 | ||
| VERIZON 2,300 SH | $69,635 | $101,982 |
| WARNER BROS DISCOVERY 3,939 SH | $77,101 | $41,281 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $3,116 | $3,116 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTD P/SHIPS - PUBLICLY TRD | Desc |
| Revenue And Expenses Per Books | $723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $723 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CALIFORNIA SECRETARY OF STATE | |
| IRS | $1,382 |
| FTB |
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