DILLON HENRY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DILLON HENRY FOUNDATION (EIN 26-0869143)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-11
IRS object ID
202441639349101209
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-11T20:07:35-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953309779PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GURSEY SCHNEIDER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS SUITE 1300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260869143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DILLON HENRY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDILLBusinessNameControlTxt
Phone3104592689PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 LATIMER ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRIET ZARETSKYPersonNm
Person TitleOFFICER/DIRECTORPersonTitleTxt
Phone3104592689PhoneNum
Signature2024-05-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHARRIETPersonFirstNm
Person LastZARETSKYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNAZ AFSHARPreparerPersonNm
PTINP00441843PTIN
Phone3105520960PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$613,676FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$179,440ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14,607InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,607InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,487DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,487DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,293NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$223,025GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$189,241TotalRevAndExpnssAmt
Total Net Invst Incm$17,094TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,707AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,707AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$12,562OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,562OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,269TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$143,705ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$143,705ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,974TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,269TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$143,705TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,267ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,642CashBOYAmt
Cash EOY$28,676CashEOYAmt
Cash EOYFMV$28,676CashEOYFMVAmt
US Government Obligations BOY$71,815USGovernmentObligationsBOYAmt
US Government Obligations EOY$176,672USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$178,823USGovtObligationsEOYFMVAmt
Corporate Stock BOY$62,787CorporateStockBOYAmt
Corporate Stock EOY$67,637CorporateStockEOYAmt
Corporate Stock EOYFMV$156,586CorporateStockEOYFMVAmt
Corporate Bonds BOY$330,370CorporateBondsBOYAmt
Corporate Bonds EOY$250,896CorporateBondsEOYAmt
Corporate Bonds EOYFMV$249,591CorporateBondsEOYFMVAmt
Total Assets BOY$496,614TotalAssetsBOYAmt
Total Assets EOY$523,881TotalAssetsEOYAmt
Total Assets EOYFMV$613,676TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$496,614NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$523,881NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$496,614TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$523,881TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$496,614TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$523,881TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$496,614TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,267ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$523,881SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$523,881TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICA 4.2% 08/26/242022-03-302023-09-12$24,542$25,277-$735-$735
ORACLE CORP 2.65% DUE 7/15/262021-12-232023-04-06$23,546$25,551-$2,005-$2,005
SPDR FUND CONSUMER DISCRE SEL ETF2021-02-242023-04-06$2,173$2,488-$315-$315
UNION PACIFIC CORP 3.75% 07/15/252022-05-102023-09-12$48,392$50,357-$1,965-$1,965
US TREASURY BILL DUE 1/19/232022-09-282023-01-19$25,000$25,000$0$0
US TREASURY BILL DUE 3/16/232022-12-282023-03-16$25,000$25,000$0$0
US TREASURY BILL DUE 7/20/232023-03-272023-07-20$25,000$25,000$0$0
US TREASURY BILL DUE 7/20/232023-01-302023-07-20$25,000$25,000$0$0
WELLS FARGO & CO 4.1% 06/03/262021-12-162023-04-06$24,372$26,645-$2,273-$2,273
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,293CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$500OverpaymentAmt
Applied To ES Tax$500AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DILLONSLIST.ORGWebsiteAddressTxt
Individual With BooksGURSEY SCHNEIDER LLPIndividualWithBooksNm
Phone3105520960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVENUE OF THE STARS 1300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRIET ZARETSKY
801 LATIMER RDSANTA MONICACA90402OFFICER/DIRECTOR1.00$0$0$0
TAYLOR HENRY
12817 GILMORE AVENUELOS ANGELESCA90066OFFICER/DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$516,767AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,752AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$541,519TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$541,519AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,123CashDeemedCharitableAmt
Net Vl Noncharitable Assets$533,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,670MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,670MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$26,670DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,670DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,670DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$143,705ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$143,705QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,670DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$318,253ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$111,051ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$211,421ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$154,357ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$127,714ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$922,796TotalExcessDistributionCyovAmt
Qualifying Distributions$143,705QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$117,035RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,039,831TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$318,253ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$721,578ExcessDistriCyovToNextYrAmt
Excess From Year4$111,051ExcessFromYear4Amt
Excess From Year3$211,421ExcessFromYear3Amt
Excess From Year2$154,357ExcessFromYear2Amt
Excess From Year1$127,714ExcessFromYear1Amt
Excess From Current Year$117,035ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHARRIET ZARETSKYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHARRIET ZARETSKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1801 LATIMER ROADAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90402ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104592689RecipientPhoneNum
Form And Info And MaterialsSEE ITEM 2D BELOW.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE ORGANIZATION GRANTS SCHOLARSHIPS TO QUALIFIED INDIVIDAUALS WITH THE FOLLOWING CRITERIA: 1. ANY GRADUATING SENIOR AT PALISADES CHARTER HIGH SCHOOL WHO WILL ATTEND A 2 OR 4 YEARS COLLEGE OR UNIVERSIY 2. THE APPLICANT MUST HAVE ATTENDED PALISADES HIGH FOR AT LEAST 2 YEARS 3. THE APPLICANT IS REQUIRED TO SUBMIT AN ESSAY, AND COMPLETE AN APPLICATION ALONG WITH ONE LETTER OF RECOMMENDATION FROM A TEACHER, COUNSELOR, EMPLOYER OR COMMUNITY LEADER 4. THE APPLICANT HAS FIANCIAL NEEDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION KIVU INC
4470 W SUNSET BLVD SUITE 160LOS ANGELESCA90027NONE501 (C)(3)GENERAL SUPPORT$137,705
UNIVERSITY OF CALIFORNIA - DAVIS
ONE SHIELDS AVEDAVISCA95616NONE501 (C)(3)GENERAL SUPPORT$2,000
UNIVERSITY OF CALIFORNIA - RIVERSIDE
900 UNIVERSITY AVERIVERSIDECA92521NONE501 (C)(3)GENERAL SUPPORT$3,000
UNIVERSITY OF CALIFORNIA - SANTA BARBARA
UC SANTA BARBARASANTA BARBARACA93106NONE501 (C)(3)GENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$143,705TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,607ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,487ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,293ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$9,801ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,801TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (9 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
LOU LUCIDO
1333 SOUTH GRAND AVENUE 18TH FLOORLOS ANGELESCA90071$15,000Yes (X)
KAPLAN FAMILY REVOCABLE TRUST
21022 PALISADES BEACH ROADSANTA MONICACA90403$10,000Yes (X)
SUSAN NEIMAN
3721 LATIMER RDSANTA MONICACA90402$5,000Yes (X)
HARRIET ZARETSKY
4801 LATIMER RDSANTA MONICACA90402$61,169Yes (X)
NANCY GOOD
51323 ARROYICO LANEMONTECITOCA93108$7,143Yes (X)
SUSAN SALTZ
613434 BAYLISS ROADLOS ANGELESCA90049$15,000Yes (X)
WENDY HART
721275 ENTRADA ROADTOPANGACA90290$11,000Yes (X)
PETER GIHULY
818016 BLUE SAIL DRIVEPACIFIC PALISADESCA90272$5,000Yes (X)
SAM SIMANTOB
91826 BUTLER AVENUE APT 201LOS ANGELESCA90025$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$5,707Amt
Net Investment Income$5,707NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB #6929BondNm
EOY Book Value$250,896EOYBookValueAmt
EOYFMV$249,591EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB #6929StockNm
EOY Book Value$67,637EOYBookValueAmt
EOYFMV$156,586EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$176,672USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$178,823USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$2,657$2,657$0
LICENSES AND FEES$100$100$0
WEBSITE DESIGN FEES$5,169$5,169$0
OTHER PROFESSIONAL FEE$1,682$1,682$0
ADVERTISEMENT$2,000$2,000$0
AMORTIZATION EXPENSE$954$954$0

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