WEST FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-04-15
- IRS object ID
- 202201059349101940
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-15T18:47:32-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953172334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSENBERG COHEN & GILBERT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 VENTURA BLVD STE 304 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914035861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | 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 | 2021-04-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | WEST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS L COHEN | PreparerPersonNm |
| PTIN | P00053320 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2022-04-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,898,113 | 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 | $268 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $268 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $167,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $868,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $167,164 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $227,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,329 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $139 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | -$98 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$98 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,109 | CashBOYAmt |
| Cash EOY | $67,016 | CashEOYAmt |
| Cash EOYFMV | $67,016 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $397,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $555,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $555,185 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,297,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,214,477 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,275,912 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,719,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,836,678 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,898,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,719,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,836,678 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,719,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,836,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,719,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,836,678 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,719,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,097 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,836,678 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,836,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM SALES | P | $319,068 | $239,186 | $79,882 | $79,882 |
| LONG TERM SALES | P | $549,621 | $462,339 | $87,282 | $87,282 |
| P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $167,164 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $167,164 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,159 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,159 | SubtotalAmt |
| Tax Based On Investment Income | $3,159 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,690 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,690 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,469 | 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 | Yes (true) | 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 & | 1.00 | $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 | $2,198,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $574,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,772,500 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,772,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,730,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,159 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,159 | TotalTaxAmt |
| Distributable Before Adj | $133,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,387 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $110,160 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $110,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,267 | UndistributedIncomePYAmt |
| Qualifying Distributions | $110,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,267 | AppliedToYear1Amt |
| Applied To Current Year | $3,893 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $129,494 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY MUSEUM FOUNDATION | ||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CELEBRATES ART & SCIENCE OF MOVIES | $10,000 | |
| ASHEVILLE HUMANE SOCIETY | ||||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $10,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT | $43,000 | |
| CAL INSTITUTE OF INTEGRAL STUDIES | ||||||||
| 1453 MISSION ST | SAN FRANCISCO | CA | 94103 | NONE | 501C3 | PROVIDES DEGREES & EDUCATION IN SPIR | $2,500 | |
| CAMPBELL HALL | ||||||||
| 4533 LAUREL CANYON BLVD | STUDIO CITY | CA | 91607 | NONE | 501C3 | GENERAL SCHOOL FUNDRAISING | $2,000 | |
| CHABAD OF NORTHRIDGE | ||||||||
| 17124 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | NONE | 501C3 | ALLOWS YOUTH TO ENBRACE JEWISH ROOTS | $5,000 | |
| COAST MIWOK OF SOUTH MARIN PROJECT | ||||||||
| 3931 COFFEE RD SUITE 12 | MODESTO | CA | 95355 | NONE | 501C3 | PRESERVE MEMORY AND AREAS OF COAST M | $500 | |
| 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 | $420 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||
| FORT MASON CENTER BLDG C | SAN FRANCISCO | CA | 94123 | NONE | 501C3 | OUTDOOR OPPORTUNITIES DISABLED YOUTH | $1,000 | 2 MARINA BLVD |
| FRACTURED ATLAS | ||||||||
| 228 PARK AVE SOUTH | NEW YORK | NY | 10003 | NONE | 501C3 | RESOURCES FOR ARTISTS | $500 | |
| HARVARD WESTLAKE SCHOOL | ||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $500 | |
| HOLD ON TO YOUR MUSIC | ||||||||
| 2128 DUXBURY CIR | LOS ANGELES | CA | 90034 | NONE | 501C3 | FOSTER HOPE THROUGH MUSIC | $2,500 | |
| ILLINIOS ENGLISH BULLDOG RESCUE | ||||||||
| 1704 SEDGWICK ST 2 | CHICAGO | IL | 60614 | NONE | 501C3 | CARE FOR ABANDONED ANIMALS | $2,000 | |
| 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 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 5150 W GOLDLEAF CIRCLE | LOS ANGELES | CA | 90056 | NONE | 501C3 | TREAT AND DEFEAT MS | $1,500 | 400 |
| POMONA COLLEGE | ||||||||
| THE RENWICK HOUSE | CLAREMONT | CA | 91711 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $1,000 | 333 N COLLEGE WAY |
| SAN DOMENICO SCHOOL | ||||||||
| 1500 BUTTERFIELD RD | SAN ANSELMO | CA | 94960 | NONE | 501C3 | FUND FOR EDUCATION SUPPORT | $5,000 | |
| SAUSALITO COMMUNITY BOATING CENTER | ||||||||
| 1001 BRIDGEWAY BLVD | SAUSALITO | CA | 94965 | NONE | 501C3 | PROVIDE AFFORDABLE ACCESS TO BOATS | $740 | |
| SNOW COLLEGE FOUNDATION | ||||||||
| 150 COLLEGE AVE | EPHRAIM | UT | 84627 | NONE | 501C3 | FUNDRAISING FOR MUSIC SCHOOL | $5,000 | |
| SOCIAL GOOD FUND | ||||||||
| 12651-5473 SAN PABLO AVE | RICHMOND | CA | 94805 | NONE | 501C3 | POSITIVELY IMPACT LOCAL COMMUNITIES | $1,000 | |
| ST JUDES CHILDRENS RESEARCH HOSPITA | ||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | NONE | 501C3 | TREAT AND DEFEAT CHILDHOOD CANCER | $1,000 | |
| UCSF FOUNDATION | ||||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | NONE | 501C3 | ADVANCING HEALTH WORLDWIDE | $1,000 | |
| UPPER MIDWEST GREAT DANE RESCUE | ||||||||
| 1707 SHERIDAN AVE | ST PAUL | MN | 55116 | NONE | 501C3 | CARE FOR ABANDONED ANIMALS | $2,000 | |
| WELDON COMMUNITY CENTER | ||||||||
| 101 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | DEVELOPE COMMUNITY INVOLVEMENT | $2,000 | |
| WORKING ON WELLNESS | ||||||||
| 800 UPPER RANCHITOS RD | TAOS | NM | 87571 | NONE | 501C3 | MENTAL HEALTH FOR NATIVE AMERICAN YO | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| 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 | $268 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $167,164 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,165 | ExclusionAmt |
| Related Or Exempt Function Incm | $167,164 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,329 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC. 1,000 SH | $42,870 | $42,640 |
| AMGEN 320 SH | $67,992 | $63,642 |
| APOLLO GLOBAL MGMT LLC 679 SH | $16,089 | $48,060 |
| AT&T 4,850 SH | $138,840 | $110,726 |
| BANK OF NOVA SCOTIA 800 SH | $34,874 | $49,944 |
| BERKSHIRE HATHAWAY HLDG 1 SH | $44,720 | $416,876 |
| BP PLC SPONSORED ADR CMN 2,000 SH | $49,233 | $51,920 |
| BRITISH AMERICAN TOBACCO 1,250 SH | $51,216 | $42,063 |
| CARDINAL HEALTH 1,250 SH | $64,703 | $57,788 |
| DELTA AIR LINES 500 SH | ||
| EDGEWARE PERSONAL CARE 1,100 SH | ||
| EMPIRE STATE REALTY TRUST 7,300 SH | ||
| ENERGY TRANSFER LP 7,700 SH | $77,927 | $64,834 |
| FEDEX CORP 395 SH | $89,231 | $90,996 |
| FEDERAL REALTY INVESTMENT 500 SH | $38,230 | $61,335 |
| GCI LIBERTY, INC CL A 17 SH | ||
| GS QUAL FLT RATE FUND 4.86 SH | $42 | $42 |
| IRON MOUNTAIN INC. 1,160 SH | $35,222 | $52,710 |
| KINDER MORGAN 1,000 SH | ||
| KRAFT HEINZ CO. 1,562 SH | ||
| LIBERTY BROADBAND CMN CL A 8 SH | $82 | $1,213 |
| LIBERTY BROADBAND CMN CL C 16 SH | $163 | $2,478 |
| LIBERTY BROADBAND CMN CL C 9 SH | $496 | $1,394 |
| LIBERTY GLOBAL A 25 SH | $1,814 | $660 |
| LIBERTY GLOBAL C 75 SH | $4,019 | $1,998 |
| LIBERTY GLOBAL LATIN AM CL A 4 SH | $20 | $45 |
| LIBERTY MEDIA CL A BRAVES 3 SH | $10 | $84 |
| LIBERTY MEDIA CL C BRAVES 6 SH | $24 | $165 |
| LIBERTY MEDIA A-LIB MED FORM 8 SH | $36 | $461 |
| LIBERTY MEDIA C-LIB MEDIA GRP 16 SH | $70 | $975 |
| LIBERTY GLOBAL LATIN AM CL C 12 SH | $58 | $135 |
| LIBERTY MEDIA A SIRIUS 33 SH | $1,083 | $1,610 |
| LIBERTY MEDIA SIRIUS 66 SH | $378 | $3,229 |
| LIBERTY TRIP ADVISORS 12 SH | $321 | $26 |
| MERCK & CO 1,000 SH | $71,236 | $74,910 |
| MICROSOFT 1,100 SH | $28,082 | $363,649 |
| MOLSON COORS BREWING CL B 1,100 SH | ||
| OUTFRONT MEDIA 3,300 SH | ||
| PFIZER INC. 1,900 SH | $35,688 | $102,087 |
| PLAINS ALL AMER. PIPELINE 4,200 SH | $23,149 | $39,060 |
| SARATOGA INVESTMENT CO. 2,132 SH | $40,431 | $61,615 |
| SIMON PROPERTY GROUP 1,100 SH | $115,601 | $168,124 |
| SONY 1,000 SH | $9,780 | $121,850 |
| SPIRE INC 600 SH | $36,368 | $35,910 |
| VIATRIS INC. 409 SH | ||
| VERIZON 1,900 SH | $53,717 | $95,513 |
| TAPESTRY, INC. 1.653 SH. | ||
| UNIBAIL-RODAMCO 685 SH | $40,662 | $45,145 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $30 | $30 |
| BANK FEE REFUNDS | -$128 | -$128 |
| MISC & POSTAGE |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FTB | $31 | |
| FOREIGN TAX WITHHELD | $139 | $139 |
| CALIFORNIA SECRETARY OF STATE | ||
| IRS |
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