WEST FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-02-26
- IRS object ID
- 202100579349100005
- Schema version
- 2019v5.0
- 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 | 2021-02-26T12:20:23-06:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 2021-02-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS L COHEN | PreparerPersonNm |
| PTIN | P00053320 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2021-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,417,403 | 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 | $2,693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,693 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$77,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $988,946 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$17,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,154 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $239 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,911 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,045 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,211 | CashBOYAmt |
| Cash EOY | $24,109 | CashEOYAmt |
| Cash EOYFMV | $24,109 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $517,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $397,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $397,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,312,160 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,297,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,995,811 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,848,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,719,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,417,403 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,848,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,719,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,848,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,719,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,848,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,719,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,848,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,651 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,719,581 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,719,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| LONG TERM SALES | P | $208,175 | $302,635 | -$94,460 | -$94,460 |
| SHORT TERM SALES | P | $780,771 | $763,905 | $16,866 | $16,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$77,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,204,488 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,351 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,168,215 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049972 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,101,287 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043822 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,255 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,915,645 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046593 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,817,855 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045493 | DistributionYr5Rt |
| Total Distribution | 0.231832 | TotalDistributionRt |
| Average Distribution | 0.046366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,144,487 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,431 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $600 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $600 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $600 | SubtotalAmt |
| Tax Based On Investment Income | $600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,290 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,290 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,690 | OverpaymentAmt |
| Applied To ES Tax | $1,690 | AppliedToESTaxAmt |
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 & | 000.00 | $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 | $1,788,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,177,144 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,177,144 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,144,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $600 | TotalTaxAmt |
| Distributable Before Adj | $106,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $106,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $106,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $107,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $600 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $106,943 | UndistributedIncomePYAmt |
| Qualifying Distributions | $107,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $106,943 | AppliedToYear1Amt |
| Applied To Current Year | $357 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $106,267 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ASHEVILLE HUMANE SOCIETY | |||||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $5,000 | ||
| BLIND CHILDREN'S LEARNING CTR | |||||||||
| 18542 B VANDERLIP AVE | SANTA ANA | CA | 92705 | NONE | 501C3 | PREPARE BLIND KIDS FOR INDEPENDENCE | $1,000 | ||
| BRAILLE INSTITUTE | |||||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | 501C3 | SERVICES FOR VISUALLY IMPAIRED | $5,000 | ||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT | $12,000 | ||
| CHABAD OF NORTHRIDGE | |||||||||
| 17124 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | NONE | 501C3 | ALLOWS YOUTH TO ENBRACE JEWISH ROOTS | $5,000 | ||
| CLARKE COMM ATHLETIC BOOSTER CLUB | |||||||||
| 703 SOUTHERN HILLS DR | OSCEOLA | IA | 50213 | NONE | 501C3 | SUPPORT CLARKE COMM STUDENT ATHLETIC | $2,000 | ||
| CLARKE COMM ELEM PLAYGROUND F | |||||||||
| 802 N JACKSON ST | OSCEOLA | IA | 50213 | NONE | 501C3 | PROVIDE NEW SAFE PLAYGROUND FOR KIDS | $2,000 | ||
| 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 | $300 | ||
| ENVIRONMENTAL TRAVELING COMPANIONS | |||||||||
| FORT MASON CENTER BLDG C | SAN FRANCISCO | CA | 94123 | NONE | 501C3 | OUTDOOR OPPORTUNITIES DISABLED YOUTH | $1,000 | 2 MARINA BLVD | |
| EXTRAFOODORG | |||||||||
| 52 EL CAMINO AVE | SAN RAFAEL | CA | 94901 | NONE | 501C3 | END HUNGER THROUGH FOOD RECOVERY | $1,000 | ||
| GOLDMAN SACHS PHILANTHROPY FUND | |||||||||
| 2121 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | NONE | 501C3 | ASSIST VULNERABLE INFANTS & PARENTS | $5,000 | SUITE 2700 | FBO R ATLAS EARLY CHILDHOOD FUND |
| HARVARD WESTLAKE SCHOOL | |||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $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 | ||
| 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 | $500 | ||
| SUNSET CHARITY | |||||||||
| 31425 N STATE HIGHWAY 10 | MINGUS | TX | 76463 | NONE | 5013C3 | SOLUTIONS FOR CHILDREN IN CRISIS | $5,000 | ||
| TEDDY BEAR FILMS | |||||||||
| 1351 DE HARO STREET | SAN FRANCISCO | CA | 94107 | NONE | 501C3 | EDUCATE PUBLIC ON SOCIAL ISSUES | $50,000 | ||
| UPPER MIDWEST GREAT DANE RESCUE | |||||||||
| 1707 SHERIDAN AVE | ST PAUL | MN | 55116 | NONE | 501C3 | CARE FOR ABANDONED ANIMALS | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,300 | 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 | $2,693 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$77,594 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $60,154 | ExclusionAmt |
| Related Or Exempt Function Incm | -$77,594 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$17,440 | 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 (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC. 2,300 SH | $120,063 | $91,609 |
| APOLLO GLOBAL MGMT LLC 1,679 SH | $37,846 | $73,238 |
| AT&T 3,850 SH | $108,802 | $110,688 |
| B&G FOODS INC. 2,200 SH | ||
| BANK OF NOVA SCOTIA 800 SH | $34,874 | $39,008 |
| BERKSHIRE HATHAWAY HLDG 1 SH | $44,720 | $343,688 |
| BIOMARIN PHARMACEUTICALS 400 SH | ||
| BLACKSTONE GROUP 442 SH | ||
| DAIMLER AG 1,690 SH | ||
| DELTA AIR LINES 500 SH | $23,260 | $20,125 |
| EDGEWARE PERSONAL CARE 1,100 SH | $31,381 | $38,225 |
| EMPIRE STATE REALTY TRUST 7,300 SH | $51,322 | $66,065 |
| EXPEDIA GROUP INC. 253 SH | ||
| FEDERAL REALTY INVESTMENT 850 SH | $66,543 | $74,137 |
| GCI LIBERTY, INC CL A 17 SH | $544 | $1,549 |
| GENERAL ELECTRIC 5,210 SH | ||
| GS QUAL FLT RATE FUND 4.86 SH | $42 | $42 |
| IRON MOUNTAIN INC. 2,560 SH | $79,888 | $70,400 |
| KINDER MORGAN 1,000 SH | $34,704 | $14,380 |
| KRAFT HEINZ CO. 1,562 SH | $69,976 | $51,452 |
| LIBERTY BROADBAND CMN CL A 8 SH | $82 | $1,254 |
| LIBERTY BROADBAND CMN CL C 16 SH | $163 | $2,518 |
| LIBERTY GLOBAL A 25 SH | $1,814 | $563 |
| LIBERTY GLOBAL C 75 SH | $4,019 | $1,623 |
| LIBERTY GLOBAL LATIN AM CL A 4 SH | $20 | $45 |
| LIBERTY MEDIA CL A BRAVES 3 SH | $10 | $76 |
| LIBERTY MEDIA CL C BRAVES 6 SH | $24 | $150 |
| LIBERTY MEDIA A-LIB MED FORM 8 SH | $36 | $303 |
| LIBERTY MEDIA C-LIB MEDIA GRP 16 SH | $70 | $668 |
| LIBERTY GLOBAL LATIN AM CL C 12 SH | $58 | $136 |
| LIBERTY MEDIA A SIRIUS 33 SH | $1,083 | $1,351 |
| LIBERTY MEDIA SIRIUS 66 SH | $378 | $2,707 |
| LIBERTY TRIP ADVISORS 12 SH | $321 | $33 |
| MACERICH COMPANY 1,800 SH | ||
| MICROSOFT 1,200 SH | $30,745 | $256,884 |
| MOELIS & COMPANY 1,200 SH | ||
| MOLSON COORS BREWING CL B 1,100 SH | $72,664 | $50,600 |
| OUTFRONT MEDIA 3,300 SH | $50,124 | $62,502 |
| PFIZER INC. 3,300 SH | $70,071 | $126,423 |
| PLAINS ALL AMER. PIPELINE 1,240 SH | $26,173 | $33,348 |
| QURATE RETAIL INC SER A 125 SH | ||
| SARATOGA INVESTMENT CO. 2,132 SH | $40,431 | $47,181 |
| SIMON PROPERTY GROUP 620 SH | ||
| SIMON PROPERTY GROUP 1,240 SH | $136,220 | $102,387 |
| SIX FLAGS ENTERTAINMENT CRP. 800 SH | ||
| SONY 1,000 SH | $9,780 | $93,290 |
| VIATRIS INC. 409 SH | $3,864 | $6,879 |
| VERIZON 1,900 SH | $53,717 | $114,779 |
| TAPESTRY, INC. 1.653 SH. | $51,495 | $46,813 |
| UNIBAIL-RODAMCO 685 SH | $40,662 | $48,692 |
| WESTINGHOUSE AIR-BRAKETECH 27 SH |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $46 | $46 |
| MISC & POSTAGE | $193 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FTB | $10 | |
| FOREIGN TAX WITHHELD | $63 | $63 |
| CALIFORNIA SECRETARY OF STATE | $50 | |
| IRS | $3,549 |
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