EDWIN W PAULEY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN W PAULEY FOUNDATION (EIN 95-4332470)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349102601
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:15:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD SUITE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954332470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWIN W PAULEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 3105570008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS ROAD 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913023308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN PAULEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3105570008 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE LEAVITT CPA | PreparerPersonNm |
| PTIN | P00146565 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,715,382 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,410 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,091 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $918,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,091 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,381 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $29,381 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $228,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,546 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,970 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,970 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $10 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $836 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,198 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,979 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,490 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,490 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,997 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,858 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,139 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,287 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,884 | CashBOYAmt |
| Cash EOY | $44,993 | CashEOYAmt |
| Cash EOYFMV | $44,993 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,418 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,732 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,732 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $959,430 | CorporateStockBOYAmt |
| Corporate Stock EOY | $727,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $988,513 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $518,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $680,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $667,144 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,507,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,467,647 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,715,382 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $262,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $182,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $299,953 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $309,249 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $561,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $491,249 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $19,778,144 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $19,778,144 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$18,832,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$18,801,746 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $945,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $976,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,507,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,467,647 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $945,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $976,398 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $976,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EATON VANCE STRATEGIC INCOME FUND | P | 2023-04-28 | 2024-04-11 | $3,210 | $3,199 | $11 | $11 |
| WELLS FARGO 0565 | P | 2021-01-22 | 2024-12-31 | $287,660 | $347,330 | -$59,670 | -$59,670 |
| WELLS FARGO 1664 | P | 2023-12-01 | 2024-11-05 | $42,663 | $41,767 | $896 | $896 |
| WELLS FARGO 1664 | P | 2020-03-02 | 2024-11-19 | $83,845 | $53,509 | $30,336 | $30,336 |
| WELLS FARGO 5016 | P | 2023-11-01 | 2024-06-04 | $62,734 | $52,621 | $10,113 | $10,113 |
| WELLS FARGO 5016 | P | 2018-08-23 | 2024-12-31 | $209,636 | $128,146 | $81,490 | $81,490 |
| WELLS FARGO 8861 | P | 2023-11-21 | 2024-04-18 | $26,400 | $28,761 | -$2,361 | -$2,361 |
| WELLS FARGO 8861 | P | 2019-09-26 | 2024-12-01 | $191,201 | $116,550 | $74,651 | $74,651 |
| WELLS FARGO 1664 | P | 2008-09-15 | 2024-11-20 | $9,660 | $3,686 | $5,974 | $5,974 |
| CAPITAL GAINS DIVIDENDS | P | $1,651 | $1,651 | $1,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,091 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $1,223 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105570008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS ROAD 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913023308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M PAULEY | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | PRESIDENT/CHAIRMAN | 2.00 | $12,000 | $0 | $0 |
| KEVIN PAULEY HILLYER | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | VICE PRESIDENT | 2.00 | $12,000 | $0 | $0 |
| MATTHEW V PAULEY | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | TREASURER | 2.00 | $12,000 | $0 | $0 |
| TANYA HENDRIX | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | SECRETARY | 2.00 | $3,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,720,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,775,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,775,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,633 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,748,876 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,459 | TotalTaxAmt |
| Distributable Before Adj | $84,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,985 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,287 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,311 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,998 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $48,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,302 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,996 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,311 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,685 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,385 | ExcessFromYear3Amt |
| Excess From Year2 | $44,998 | ExcessFromYear2Amt |
| Excess From Current Year | $61,302 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M PAULEY MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS ROAD STE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913023308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3239543131 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS INCLUDING DESCRIPTION OF ORGANIZATION, TAX IDENTIFICATION NUMBER, AND WHETHER THE ORGANIZATION IS TAX EXEMPT OR NON EXEMPT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS ARE PRIMARILY FOR EDUCATIONAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHATHAM BAROQUETHE ICE HOUSE | |||||||
| 100 FORTY-THIRD ST | PITTSBURGH | PA | 15201 | NONE | OTHER PUBLIC CHARITY | MUSIC PROGRAMS | $40,000 |
| JOHN TRACY CLINIC | |||||||
| 2160 WEST ADAMS ST | LOS ANGELES | CA | 90018 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $2,500 |
| LAS MADRINAS | |||||||
| DEPARTMENT 6778 | LOS ANGELES | CA | 900846778 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS AT CHILDRENS HOSPITAL | $25,000 |
| PALISADES CHARTER HIGH SCHOOL | |||||||
| 15777 BOWDOIN STREET | PACIFIC PALISADES | CA | 90272 | NONE | OTHER PUBLIC CHARITY | SECONDARY EDUCATION PROGRAMS | $6,000 |
| PALISADES HIGH SCHOOL BOOSTER CLUB | |||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $6,000 |
| SUN VALLEYSUMMER PROGRAM | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $12,500 |
| DAWG SQUAD | |||||||
| 11209 NATIONAL BLVD 246 | LOS ANGELES | CA | 90064 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $10,000 |
| HARVARD UNIVERSITY | |||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | OTHER PUBLIC CHARITY | ATHLETIC PROGRAM | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,410 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,664 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,381 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $143,091 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,546 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $727,621 | EOYBookValueAmt |
| EOYFMV | $988,513 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL RIGHTS | AT COST | $4,782 | $4,782 |
| OPEN END MONEY FUNDS | AT COST | $675,519 | $662,362 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,503 | $752 | $751 |
| OFFICE EXPENSES | $776 | $388 | $388 |
| OTHER INVESTMENT EXPENSES | $1,718 | $1,718 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| B.C. & R. LTD PARTNERSHIP INCOME | $28,826 | $28,826 | $28,826 |
| B.C. & R. LTD PARTNERSHIP ND EXP | $29,265 | $29,265 | $29,265 |
| MOKU O LO'E BOOK - ROYALTIES | $116 | $116 | $116 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BC&R PARTNERSHIP (NEGATIVE CAPITAL) | Desc |
| BOY Book Value | $299,953 | BOYBookValueAmt |
| EOY Book Value | $309,249 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,970 | Amt |
| Net Investment Income | $21,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $836 | $836 | $0 |
| FEDERAL TAXES | $2,123 | $0 | $2,123 |
| ATTORNEY GENERAL | $75 | $0 | $75 |
| STATE TAXES | $39 | $0 | $0 |
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