JOHN AND URSULA KANEL CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND URSULA KANEL CHARITABLE FOUNDATION (EIN 95-4400580)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202101119349100020
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T17:12:45-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS MOTISI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 BARD COURT | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954400580 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND URSULA KANEL CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O ALAN T YOSHITAKE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2132709696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA ST NO 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175793 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN T YOSHITAKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2021-03-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | YOSHITAKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01203086 | PTIN |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $6,856,914 | 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 | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $149,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,279 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,278,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,553 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,499 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,499 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,662 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,049 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$204,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,349 | CashBOYAmt |
| Cash EOY | $7,209 | CashEOYAmt |
| Cash EOYFMV | $7,209 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $166,212 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $197,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,650 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $263,783 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $245,115 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $234,601 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,559,422 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,349,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,267,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $141,269 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $134,763 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $149,801 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,138,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,933,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,856,914 | 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 | $7,256,181 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,256,181 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,118,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,322,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,138,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,933,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,138,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,933,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,138,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$204,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,933,917 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,933,917 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,276,933 | $3,252,703 | $24,230 | $24,230 |
| CAPITAL GAINS DIVIDENDS | P | $1,323 | $1,323 | $1,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,553 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,557 | 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 | $3,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,851 | OverpaymentAmt |
| Applied To ES Tax | $1,851 | 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 | ALAN T YOSHITAKE | IndividualWithBooksNm |
| Phone | 2132709696 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175793 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALAN T YOSHITAKE | ||||||||
| 601 S FIGUEROA ST STE 3300 | LOS ANGELES | CA | 900175793 | DIRECTOR | 3.00 | $22,000 | $0 | $0 |
| VICTOR ANDERSON | ||||||||
| 2027-1 GAVIN LANE | DIAMOND BAR | CA | 91765 | DIRECTOR | 3.00 | $22,000 | $0 | $0 |
| TETSU TANIMOTO | ||||||||
| 350 S GRAND 17TH FL | LOS ANGELES | CA | 90071 | DIRECTOR | 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 | $6,060,297 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,353,898 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,353,898 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,258,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,706 | TotalTaxAmt |
| Distributable Before Adj | $311,224 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $311,224 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $311,224 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $326,849 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $326,849 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,224 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $324,707 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $324,707 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,142 | 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 | $309,082 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF LOS ANGELES | |||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | FINANCIAL AID | $1,000 |
| BLIND CHILDRFN'S CENTER | |||||
| 4120 MARATHON STREET | LOS ANGELES | CA | 90029 | FINANCIAL AID | $17,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||
| 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | FINANCIAL AID | $100,000 |
| CENTENARY UNITED METHODIST CHURCH | |||||
| 300 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90013 | FINANCIAL AID | $1,000 |
| CREAN LUTHERAN HIGH SCHOOL | |||||
| 12500 SAND CANYON AVE | IRVINE | CA | 92618 | FINANCIAL AID | $13,000 |
| FRIENDS OF WONDERLAND | |||||
| 8510 WONDERLAND AVENUE | LOS ANGELES | CA | 90046 | FINANCIAL AID | $5,300 |
| MIRA CATALINA ELEMENTARY SCHOOL | |||||
| 30511 LUCANIA DRIVE | RANCHO PALOS VERDES | CA | 90275 | FINANCIAL AID | $2,000 |
| PARTNERS FOR PEDIATRIC PROGRESS | |||||
| 885 TIVERTON DRIVE | LOS ANGELES | CA | 90095 | FINANCIAL AID | $5,000 |
| PASADENA HUMANE SOCIETY | |||||
| 361 S RAYMOND AVE | PASADENA | CA | 91105 | FINANCIAL AID | $2,500 |
| SALVATION ARMY OF SOUTHERN CALIFORNIA | |||||
| 900 W JAMES WOODS BOULEVARD | LOS ANGELES | CA | 90015 | FINANCIAL AID | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| 3160 GENEVA STREET | LOS ANGELES | CA | 90020 | FINANCIAL AID | $40,000 |
| UCLA JONSSON CANCER CENTER FOUNDATION | |||||
| 10833 LA CONTE AVENJUE | LOS ANGELES | CA | 90095 | FINANCIAL AID | $48,000 |
| YMCA OF MISSION VIEJO | |||||
| 27341 TRABUCO CIRCLE | MISSION VIEJO | CA | 92692 | FINANCIAL AID | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,800 | 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 | $60 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,279 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,892 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOUIS MOTISI, CPA - PREPARATION OF TAX RETURNS | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $134,763 | EOYBookValueAmt |
| EOYFMV | $149,801 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $5,349,180 | EOYBookValueAmt |
| EOYFMV | $6,267,653 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $245,115 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $234,601 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEYFARTH SHAW - GENERAL MATTERS | CategoryTxt |
| Legal Fees | $24,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,375 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUNDRY ADMINISTRATIVE EXPENSES AND FEES | $174 | $0 | $174 |
| DEPOSITORY BANK SERVICE FEES | $306 | $306 | $0 |
| MERRILL LYNCH ACCOUNT FEES | $47,356 | $47,356 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD ON DIVIDENDS | CategoryTxt |
| Amt | $4,499 | Amt |
| Net Investment Income | $4,499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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