JESS & PALMA MORGAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JESS & PALMA MORGAN FOUNDATION (EIN 95-4279684)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349103321
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:19:58-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUND CONTROL BUSINESS MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PK E 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954279684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JESS AND PALMA MORGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 3236342400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J OLLWEILER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3236342400 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | OLLWEILER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY D BODNER | PreparerPersonNm |
| PTIN | P00396713 | PTIN |
| Phone | 3103156200 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,335,859 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,840 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $105,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,997 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $730 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $730 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$89,707 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $183,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,649,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $183,106 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,443 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $651,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,120 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,367 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,367 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,511 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $90,437 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $237,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $375,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $375,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $612,114 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $375,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $142,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,065 | CashBOYAmt |
| Cash EOY | $3,058 | CashEOYAmt |
| Cash EOYFMV | $3,058 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,718 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $347,446 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $349,177 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,740,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,279,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,975,465 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,171,076 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,287,495 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,953,441 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,935,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,972,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,335,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,935,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,972,157 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,935,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,972,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,935,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,972,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,935,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,975,054 | SubtotalAmt |
| Other Decreases | $2,897 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,972,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | 2022-06-01 | 2022-12-31 | $1,175,357 | $1,218,291 | -$42,934 | -$42,934 |
| SALE OF PUBLICLY TRADED SECURITIES | P | 2021-01-02 | 2022-12-31 | $1,457,460 | $1,245,754 | $211,706 | $211,706 |
| K-1 MORGAN INVESTORS X | D | 2021-01-02 | 2022-12-31 | $2,451 | -$2,451 | -$2,451 | |
| CAPITAL GAINS DIVIDENDS | P | $16,785 | $16,785 | $16,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $183,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,256 | 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 | $15,256 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,278 | OverpaymentAmt |
| Applied To ES Tax | $13,278 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | GROUND CONTROL BUSINESS MANAGEMENT | IndividualWithBooksNm |
| Phone | 3236342400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
|---|---|---|---|---|---|---|---|---|
| GARY LEVENSTEIN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN J OLLWEILER | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| GENE TORNCELLO | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| TIMOTHY D BODNER | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | CHIEF FINANCIAL OFFICER | 0.00 | $0 | $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 | $4,175,456 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,546,360 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,951,042 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,951,042 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,846,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,978 | TotalTaxAmt |
| Distributable Before Adj | $340,361 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $340,361 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $340,361 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $375,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $375,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $340,361 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $374,870 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $375,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $374,870 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $340,231 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN J OLLWEILER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3236342400 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE. ADDITIONALLY, PLEASE INCLUDE THE MOST RECENT FORM 990/ 990PF, BUDGET, 501(C)(3) LETTER AND LIST OF MAJOR CONTRIBUTORS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1ST OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF LOS ANGELES | ||||||||
| 1531 JAMES M WOOD BOULEVARD | LOS ANGELES | CA | 900150095 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BOULEVARD NT SUITE | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | 2416 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL | $40,000 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| FISHER HOUSE FOUNDATION | ||||||||
| 12300 TWINBROOK PARKWAY | ROCKVILLE | MD | 208521650 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| FRIENDLY HOUSE | ||||||||
| 347 S NORMANDIE AVENUE | LOS ANGELES | CA | 90020 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| GRIFFITH OBSERVATORY FOUNDATION | ||||||||
| 2800 EAST OBSERVATORY ROAD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL | $25,000 | |
| HOPE OF THE VALLEY RESCUE MISSION | ||||||||
| PO BOX 7609 | MISSION HILLS | CA | 91346 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 900581502 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| MOUNT WILSON OBSERVATORY | ||||||||
| PO BOX 94146 | PASADENA | CA | 91109 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| SAFE PLACE FOR YOUTH | ||||||||
| 340 SUNSET AVENUE | VENICE | CA | 90291 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| SHOMREI TORAH SYNAGOGUE | ||||||||
| 7353 VALLEY CIRCLE BOULEVARD | WEST HILLS | CA | 91304 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| THE GIVING SPIRIT | ||||||||
| 11693 SAN VICENTE BLVD 113 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| THE PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA | ||||||||
| 39 S EL MOLINO AVENUE | PASADENA | CA | 91101 | NONE | PUBLIC CHARITY | GENERAL | $15,000 | |
| THE PROMISES FOUNDATION | ||||||||
| PO BOX 662087 | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY | GENERAL | $20,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | GENERAL | $30,000 | |
| CASA OF LOS ANGELES | ||||||||
| 201 CENTRE PLAZA DRIVE ROOM 1100 | MONTEREY PARK | CA | 91754 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| HAVE A SOLE | ||||||||
| 1250 LONG BEACH AVENUE | LONG BEACH | CA | 90021 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| JEWISH FAMILY SERVICE LA | ||||||||
| 300 N FAIRFAX AVENUE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| LOS ANGELES MISSION | ||||||||
| 303 E 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| SAN FERNANDO VALLEY RESCUE MISSION | ||||||||
| 8756 CANBY AVENUE | NORTHRIDGE | CA | 91325 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| THE MIDNIGHT MISSION | ||||||||
| 601 SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $375,000 | 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 | $13,287 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,997 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$89,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $183,106 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (7 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| K-1 MORGAN INVESTORS X | -$25 | 14 |
| K-1 PINTL REAL ESTATE FUND IV, LLC | -$227 | 14 |
| K-1 ENDERA PARTNERS, LLC | -$1,121 | 14 |
| K-1 MORGAN INVESTORS III | -$1 | 14 |
| K-1 MORGAN INVESTORS IV | -$4 | 14 |
| K-1 MORGAN INVESTORS VII | -$218 | 14 |
| K-1 PINTL-HARVARD, LLC | -$847 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,443 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $212,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,240 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN LIVING TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,840 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUSINESS MANAGEMENT FEES | CategoryTxt |
| Amt | $52,236 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,279,440 | EOYBookValueAmt |
| EOYFMV | $3,975,465 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $347,446 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $349,177 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS | Desc |
| BOY Book Value | $3,171,076 | BOYBookValueAmt |
| EOY Book Value | $2,287,495 | EOYBookValueAmt |
| EOYFMV | $1,953,441 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENTS | Desc |
| Amt | $2,897 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & MISCELLANEOUS | $263 | $0 | $0 |
| INSURANCE | $1,171 | $0 | $0 |
| K-1 CALABASAS MEDICAL CENTER, LLC | $21,576 | $0 | $0 |
| LEGAL FEES & EXPENSES | $1,064 | $0 | $0 |
| K-1 PINTL REAL ESTATE FUND IV, LLC | $2,981 | $2,981 | $0 |
| K-1 PINTL-2841 MONTROSE, LLC | $10,696 | $10,696 | $0 |
| K-1 CALABASAS MEDICAL CENTER, LLC | $76,760 | $76,760 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 MORGAN INVESTORS X | -$25 | $0 | -$25 |
| K-1 PINTL REAL ESTATE FUND IV, LLC | -$227 | $0 | -$227 |
| K-1 ENDERA PARTNERS, LLC | -$1,121 | $0 | -$1,121 |
| K-1 MORGAN INVESTORS III | -$1 | $0 | -$1 |
| K-1 MORGAN INVESTORS IV | -$4 | $0 | -$4 |
| K-1 MORGAN INVESTORS VII | -$218 | $0 | -$218 |
| K-1 PINTL-HARVARD, LLC | -$847 | $0 | -$847 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $68,309 | $68,309 | $0 |
| K-1 MORGAN INVESTORS VIII-OTHER DEDUCTIONS | $54 | $54 | $0 |
| K-1 MORGAN INVESTORS X-OTHER DEDUCTIONS | $2,004 | $2,004 | $0 |
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