BETA

CAROL AND KENT H LANDSBERG FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CAROL AND KENT H LANDSBERG FOUNDATION (EIN 33-0353391)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202201339349103940
Schema version
2021v4.2
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)
Return2022-05-13T15:27:28-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330353391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL AND KENT H LANDSBERG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone3104784148PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO 11766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL LANDSBERGPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104784148PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastLANDSBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNELL CHUNPreparerPersonNm
PTINP00368336PTIN
Phone3104784148PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,363,448FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,937DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,937DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,496TotalRevAndExpnssAmt
Total Net Invst Incm$68,496TotalNetInvstIncmAmt
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$9,215AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,920OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,895OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$835TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,316OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,895TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,905ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,905ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$123,191TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,895TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,905TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,695ExcessRevenueOverExpensesAmt
Net Investment Income$47,601NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,152CashBOYAmt
Cash EOY$18,092CashEOYAmt
Cash EOYFMV$18,092CashEOYFMVAmt
Sav And Temp Cash Invst BOY$359,185SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,179SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,179SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,411,355CorporateStockBOYAmt
Corporate Stock EOY$1,704,069CorporateStockEOYAmt
Corporate Stock EOYFMV$2,241,708CorporateStockEOYFMVAmt
Other Investments BOY$100,001OtherInvestmentsBOYAmt
Other Investments EOY$100,001OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,001OtherInvestmentsEOYFMVAmt
Other Assets BOY$529OtherAssetsBOYAmt
Other Assets EOY$468OtherAssetsEOYAmt
Other Assets EOYFMV$468OtherAssetsEOYFMVAmt
Total Assets BOY$1,880,222TotalAssetsBOYAmt
Total Assets EOY$1,825,809TotalAssetsEOYAmt
Total Assets EOYFMV$2,363,448TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,880,222CapitalStockBOYAmt
Capital Stock EOY$1,825,809CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,880,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,825,809TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,880,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,825,809TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,880,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,695ExcessRevenueOverExpensesAmt
Other Increases$282OtherIncreasesAmt
Subtotal$1,825,809SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,825,809TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD SHORT-TERM INVESTMENT - GRADE ADM: VFSUX2021-11-082021-11-09$29,975$29,509$466$466
CAPITAL GAINS DIVIDENDS2021-01-012021-12-31$18,093$18,093$18,093
FieldValueIRS element (for citing)
Capital Gain Net Income$18,559CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$662InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$662SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$662TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$338OverpaymentAmt
Applied To ES Tax$338AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt
Individual With BooksCAROL LANDSBERGIndividualWithBooksNm
Phone3104784148PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 11766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL P LANDSBERG
11766 WILSHIRE BL STE 900LOS ANGELESCA90025CEO2.00$0$0$0
SUSAN OLMSTED ZIELINSKI
304 108TH STREET SECALEDONIAMI49316SECRETARY0.50$0$0$0
ALIN H WALL
11766 WILSHIRE BL STE 900LOS ANGELESCA90025TREASURER0.50$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$2,099,708AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,085AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,215,793TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,215,793AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,237CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,182,556NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,128MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,128MinimumInvestmentReturnAmt
Tax Based On Investment Income$662TaxBasedOnInvestmentIncomeAmt
Total Tax$662TotalTaxAmt
Distributable Before Adj$108,466DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$108,466DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$108,466DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,905ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,905QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,466DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,255ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,128ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,794ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,736ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$117,913TotalExcessDistributionCyovAmt
Qualifying Distributions$89,905QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$89,905AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$18,561ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$18,561ExcessDistributionCyovAppCYAmt
Total Corpus$99,352TotalCorpusAmt
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$13,694ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$85,658ExcessDistriCyovToNextYrAmt
Excess From Year4$15,128ExcessFromYear4Amt
Excess From Year3$52,794ExcessFromYear3Amt
Excess From Year2$17,736ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL P LANDSBERGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALIN WALLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104784148RecipientPhoneNum
Form And Info And MaterialsUPON REQUEST, THE GRANT APPLICANT WILL BE MAILED A GRANT PROPOSAL APPLICATION WHICH WILL STATE THE FORM IN WHICH THE APPLICATION SHOULD BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesAUGUST 28SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION SUPPORTS SPECIFIC PROJECTS OF PUBLIC BENEFIT INVOLVED IN SPECIAL EDUCATION - SPECIFICALLY HEARING IMPAIRED CHILDREN, ANIMAL WELFARE AND EDUCATION ISSUES, ENVIRONMENTAL EDUCATION AND ISSUES, HUMAN GROWTH AND DEVELOPMENT AND PRENATAL AND PERINATAL PSYCHOLOGY AND EDUCATION. IT DOES NOT SUPPORT CAPITAL CAMPAIGNS, PAYMENT OF LEGAL FEES, REDUNDANT COMMUNITY SERVICES (SUCH AS CLASSES IN CPR), PROGRAMS THAT ARE ADJUNCTS TO PUBLICLY FUNDED PROGRAMS (SUCH AS CLASSES OFFERED IN PUBLIC SCHOOL) OR PROGRAMS THAT DERIVE INCOME THROUGH OTHER MEANS. WE DO NOT SUPPORT ORGANIZATIONS THAT HAVE ASSETS OVER $500,000, EXCLUDING REAL PROPERTY. WE SUPPORT PROJECTS WHICH REQUIRE A ONE-TIME EXPENSE AND HAVE NO ADMINISTRATIVE OVERHEAD OR DEPEND UPON FUNDING FROM OTHER FUNDING SOURCES TO COMPLETE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALGALITA MARINE RESEARCH
148 NORTH MARINA DRIVELONG BEACHCA908034601NONEPUBLIC CHARITYGENERAL$3,440
ANIMAL ALLIANCE WELFARE LEAGUE
PO BOX 1775NEW BRITAINCT06050NONEPUBLIC CHARITYGENERAL$4,000
ANIMAL RESCUE AID
27672 CROWN VALLEY PKWYMISSION VIEJOCA92691NONEPUBLIC CHARITYGENERAL$3,960
ANIMAL RESCUE FRIENDS OF IDYLLWILD
PO BOX 719IDYLLWILDCA92549NONEPUBLIC CHARITYGENERAL$4,000
ASSOCIATION OF PRENATAL & PERINATAL
PO BOX 25582COLORADO SPRINGSCO80936NONEPUBLIC CHARITYGENERAL$4,000
BANDIT'S BUDDY RESCUE
3028 W DURLEY AVENUEFRESNOCA93722NONEPUBLIC CHARITYGENERAL$4,000
DONKEYLAND
5225 CANYON CREST DRIVE SUITERIVERSIDECA92507NONEPUBLIC CHARITYGENERAL$4,00071-295
FELIDAE CONSERVATION FUND
100 SHORELINE HWY STE 100BMILL VALLEYCA94941NONEPUBLIC CHARITYGENERAL$2,264
HAVE A HEART HUMANE SOCIETY
1121 WEST VALLEY BLVD SUITE BTEHACHAPICA93561NONEPUBLIC CHARITYGENERAL$3,500
LAUGHING PONY RESCUE
PO BOX 32 RANCHOSANTA FECA92067NONEPUBLIC CHARITYGENERAL$4,000
LOCKWOOD ANIMAL RESCUE CENTER
PO BOX 1510FRAZIER PARKCA93225NONEPUBLIC CHARITYGENERAL$2,800
LOVE ON FOUR PAWS
4005 VIA VICORANCHO PALOS VERDESCA90275NONEPUBLIC CHARITYGENERAL$3,750
NO LIMITS THEATER
9801 WASHINGTON BLVDCULVER CITYCA90232NONEPUBLIC CHARITYGENERAL$1,650
PAW WARRIORS
355 SPRING TIME STSPRING HILLFL34608NONEPUBLIC CHARITYGENERAL$4,000
PAWS CAT SHELTER
240 ROUTE 171WOODSTOCKCT06281NONEPUBLIC CHARITYGENERAL$3,000
PET PLACE INTERNATIONAL
56925 YUCCA TRAIL B407YUCCA VALLEYCA92284NONEPUBLIC CHARITYGENERAL$3,900
RAPTORS ARE THE SOLUTION
2150 ALLSTON WAY SUITE 460BERKELEYCA94702NONEPUBLIC CHARITYGENERAL$2,875
RIVER OTTER ECOLOGY PROJECT
PO BOX 103FOREST KNOLLSCA94933NONEPUBLIC CHARITYGENERAL$1,986
SANTE DOR FOUNDATION
3165 LOS FELIZ BLVDLOS ANGELESCA90039NONEPUBLIC CHARITYGENERAL$2,174
SAVING HORSES
3224 WILDFLOWER VALLEY DRIVEENCINITASCA92024NONEPUBLIC CHARITYGENERAL$3,500
SUNNY BROOK FARM & RESCUE
874 MILLBROOK RDMIDDLETOWNCT06457NONEPUBLIC CHARITYGENERAL$2,200
TAKING IT TO THE STREETS WITH LORI AND SHIRA
3681 SUNNYSIDE DRIVE 20037RIVERSIDECA92516NONEPUBLIC CHARITYGENERAL$3,000
THE GINNY FUND
PO BOX 967LONG BEACHNY11561NONEPUBLIC CHARITYGENERAL$3,000
THE LITTLE ANGELS PROJECT
29348 ROADSIDE DRAGOURA HILLSCA91301NONEPUBLIC CHARITYGENERAL$4,000
VOICE FOR THE ANIMALS
2633 LINCOLN BLVD 202SANTA MONICACA90405NONEPUBLIC CHARITYGENERAL$4,000
WILD FOR LIFE FOUNDATION
12400 VENTURA BLVD 704STUDIO CITYCA91604NONEPUBLIC CHARITYGENERAL$3,906
WILDCARE EASTERN SIERRA
800 KEOUGHS HOT SPRINGS ROADBISHOPCA93514NONEPUBLIC CHARITYGENERAL$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,905TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,937ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,496ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,496TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND PREPARATION OF FORM 990PFCategoryTxt
Amt$9,215Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUS MUTUAL FUNDSStockNm
EOY Book Value$1,704,069EOYBookValueAmt
EOYFMV$2,241,708EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLONE OAK MORTGAGE FUNDCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$100,001BookValueAmt
EOYFMV$100,001EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$529BOYBookValueAmt
EOY Book Value$468EOYBookValueAmt
EOYFMV$468EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWEBSITEDesc
Revenue And Expenses Per Books$2,316RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE IN COST BASIS OF STOCKSDesc
Amt$282Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$25$0$0
INVESTMENT MANAGEMENT FEES$20,895$20,895$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$624$0$0
FOREIGN TAXES$211$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.