BETA

IN A PERFECT WORLD FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
IN A PERFECT WORLD FOUNDATION (EIN 20-4083846)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-29
IRS object ID
202103029349100415
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-29T09:22:15-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL BERRY CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5045AddressLine1Txt
CityCULVER CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204083846EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IN A PERFECT WORLD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINAPBusinessNameControlTxt
Phone8669231555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18491 W SUNSET BLVD BOX 515AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMANUELA TESTOLINIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3109274478PhoneNum
Signature2021-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMANUELAPersonFirstNm
Person LastTESTOLINIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL BERRYPreparerPersonNm
PTINP00179412PTIN
Phone3107454027PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF60 Month Term Sect507b1 BYes (X)PF60MonthTermSect507b1BInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,050,583FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$593,750ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,843DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,843DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,919NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$666,554GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,919CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$60,309OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$631,237TotalRevAndExpnssAmt
Total Net Invst Incm$97,796TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$89,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$71,200CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$28,681OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$24,614OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,626LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$22,009LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$38,930AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$38,930AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$75,185OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,183OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$46,687OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,781TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,826TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$3,568OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$3,568OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$12,200TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$12,200TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$214,309OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$168,689OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$498,280TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,183TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$395,723TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,012ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,012ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$533,292TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,183TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$430,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$97,945ExcessRevenueOverExpensesAmt
Net Investment Income$80,613NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$129,503CashBOYAmt
Cash EOY$159,006CashEOYAmt
Cash EOYFMV$159,006CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,836SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,246SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$34,800PledgesRcvblAmt
Pledges Rcvbl BOY$51,250PledgesRcvblBOYAmt
Pledges Rcvbl EOY$34,800PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$34,800PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$19,130PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,858PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,858PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,399,342CorporateStockBOYAmt
Corporate Stock EOY$2,799,612CorporateStockEOYAmt
Corporate Stock EOYFMV$2,799,612CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,287CorporateBondsBOYAmt
Corporate Bonds EOY$31,598CorporateBondsEOYAmt
Corporate Bonds EOYFMV$31,598CorporateBondsEOYFMVAmt
Other Assets BOY$17,463OtherAssetsBOYAmt
Other Assets EOY$17,463OtherAssetsEOYAmt
Other Assets EOYFMV$17,463OtherAssetsEOYFMVAmt
Total Assets BOY$2,672,811TotalAssetsBOYAmt
Total Assets EOY$3,050,583TotalAssetsEOYAmt
Total Assets EOYFMV$3,050,583TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,649AccountsPayableBOYAmt
Accounts Payable EOY$16,204AccountsPayableEOYAmt
Loans From Officers BOY$1,749LoansFromOfficersBOYAmt
Other Liabilities BOY$25,707OtherLiabilitiesBOYAmt
Other Liabilities EOY$36,669OtherLiabilitiesEOYAmt
Total Liabilities BOY$35,105TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,873TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,587,706NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,962,710NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$50,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$35,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,637,706TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,997,710TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,672,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,050,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,637,706TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$97,945ExcessRevenueOverExpensesAmt
Other Increases$262,059OtherIncreasesAmt
Subtotal$2,997,710SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,997,710TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY$154,698$155,314-$616-$616
MORGAN STANLEY$91,412$67,654$23,758$23,758
ROYAL ALLIANCE$372,678$377,758-$5,080-$5,080
ROYAL ALLIANCE$40,571$37,909$2,662$2,662
CAPITAL GAINS DIVIDENDS$7,195$7,195$7,195P
FieldValueIRS element (for citing)
Capital Gain Net Income$27,919CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,121InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,121SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,121TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,121TaxDueAmt

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 StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressIAPW.ORGWebsiteAddressTxt
Individual With BooksALTRUIC ADVISORSIndividualWithBooksNm
Phone8882985297PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14088 WASHTENAW AVEAddressLine1Txt
CityANN ARBORCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48108ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MANUELA TESTOLINI
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069PRESIDENT40.00$89,000$0$0
NORMAN BAILEY
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069CHAIR1.00$0$0$0
CHRISTINE ONESKY
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069TREASURER1.00$0$0$0
LINDA LIVINGSTON
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069BOARD MEMBER1.00$0$0$0
ANDY TAYLOR
8491 W SUNSET BLVD BOX 515LOS ANGELESCA90069BOARD MEMBER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALTIMETER CONSULTINGBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15138 FLORA AVEAddressLine1Txt
CityKANSAS CITYCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64118ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSULTINGServiceTypeTxt
Compensation$56,575CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1REACH (RURAL EDUCATION AND COMMUNITY HARMONY)- SEE STATEMENTDescription1Txt
Expenses1$119,533Expenses1Amt
Description2YOUTH AMBASSADORS- SEE STATEMENTDescription2Txt
Expenses2$116,250Expenses2Amt
Description3DREAMCATCHERS- SEE STATEMENTDescription3Txt
Expenses3$51,936Expenses3Amt
Description4LOVE 4 ONE ANOTHER- SEE STATEMENTDescription4Txt
Expenses4$23,530Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,461,178AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$198,608AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,659,786TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,659,786AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,897CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,619,889NetVlNoncharitableAssetsAmt
Minimum Investment Return$130,994MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$130,994MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,121TaxBasedOnInvestmentIncomeAmt
Total Tax$1,121TotalTaxAmt
Distributable Before Adj$129,873DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$129,873DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$129,873DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$430,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$430,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$430,735AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$129,873DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$40,860ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$352,039ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$294,758ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$329,480ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$508,653ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,525,790TotalExcessDistributionCyovAmt
Qualifying Distributions$430,735QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$129,873AppliedToCurrentYearAmt
Remaining Distri From Corpus$300,862RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,826,652TotalCorpusAmt
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$40,860ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,785,792ExcessDistriCyovToNextYrAmt
Excess From Year4$352,039ExcessFromYear4Amt
Excess From Year3$294,758ExcessFromYear3Amt
Excess From Year2$329,480ExcessFromYear2Amt
Excess From Year1$508,653ExcessFromYear1Amt
Excess From Current Year$300,862ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMANUELA TESTOLINIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCHOOL THE WORLD
24 SCHOOL STREET 2CD FLOORBOSTONMA02108NONEPUBLIC CHARITYSCHOOL CONSTRUCTION AND TEACHER TRAINING$29,426
DONORSCHOOSEORG INC
134 W 37TH ST FL 11NEW YORKNY10018NONEPUBLIC CHARITYFUNDING SCHOOLS OF CHOICE AND SCHOOL PROJECTS$1,906
LADYLIKE FOUNDATION
4859 SLAUSON AVENUE STE 128LOS ANGELESCA90056NONEPUBLIC CHARITYFUNDING YOUNG WOMEN THROUGH RESOURCE PROGRAMS, MENTORHSIP, WORKSHOPS$1,000
KIDS FOR PEACE
1302 PINE AVECARLSBADCA92008NONEPUBLIC CHARITYCHILDRENS PEACE INITIATIVES$1,930
FOX AND TROVE
1038 GRACEWOOD DRLIBERTIVILLEIL90048NONEPUBLIC CHARITYCHILDREN'S PROGRAM$498
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825NONEPUBLIC CHARITYHELPING DISADVANTAGE CHILDREN THROUGHOUT THE WORLD$252
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,012TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,843ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,919ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdExclusionExclusionCdExclusionExclusionAmt
OTHER90009901$200
FUNDRAISER-NON CONTR-STATM 1790009901$19,804
DIRECT COSTS-FUNDRAISER-STATM 1790009901-$80,313

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,487ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,487TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (22 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
DORIS DUKE FOUNDATION
1650 FIFTH AVENUE 19TH FLOORNEW YORKNY10019$50,000Yes (X)
ESTATE OF SHARON KEITH
28491 W SUNSET BLVD 515LOS ANGELESCA90069$11,087Yes (X)
ESTATE OF SHARON KEITH
38491 W SUNSET BLVD 515LOS ANGELESCA90069$152,839Yes (X)Yes (X)
PATRINA CLARK
410212 BROWNS MILL RDVIENNAVA22182$27,628Yes (X)
IRIS AND MICHAEL SMITH
51215 SPRUCE STREET STE 200BOULDERCO80302$25,000Yes (X)
OMARR BAKER
68491 W SUNSET BLVD 515LOS ANGELESCA90069$15,000Yes (X)
400 CAPITAL MANAGEMENT
77713 CARLTON PLACEMCCLEANVA22102$14,100Yes (X)
THE SAMUEL AND LATANYA R JACKSON FOUNDATION
88491 W SUNSET BLVD 515LOS ANGELESCA90049$14,100Yes (X)
WILLIAM SANDERS
9510 MADISON AVENUE 17TH FLOORNEW YORKNY10022$15,000Yes (X)
DEBORAH SANTANA
1014320 VENTURA BLVD SUITE 471SHERMAN OAKSCA94123$10,860Yes (X)
RICHARD ROME
111201 F STREET NWWASHINGTONDC20004$8,025Yes (X)
REBECCA SANDERS
128491 W SUNSET BLVD 515LOS ANGELESCA90069$10,000Yes (X)
ANGUS MITCHELL
138491 W SUNSET BLVD 515LOS ANGELESCA90069$9,460Yes (X)
EMMA GREDE
148491 W SUNSET BLVD 515LOS ANGELESCA90069$9,730Yes (X)
COOKIE & MAGIC JOHNSON
15C/O GRANT TANI BARASH ALTMAN LLC 91BEVERLY HILLSCA90212$9,100Yes (X)
BERNADETTE LEONARD
168491 W SUNSET BLVD 515WOODLAND HILLSCA91364$7,480Yes (X)
B WISE VINEYARDS
178491 W SUNSET BLVD 515LOS ANGELESCA90069$6,640Yes (X)
SERVICEMAX
181630 N MAIN STREETWALNUT CREEKCA94596$5,126Yes (X)
NEIL BARUA
198491 W SUNSET BLVD 515LOS ANGELESCA90069$5,000Yes (X)
TIARY
208491 W SUNSET BLVD 515LOS ANGELESCA90069$5,000Yes (X)
BRION WISE
21774 MAYS BLVDINCLINE VILLAGENV894519669$5,000Yes (X)
COMPASS CALABASAS
225016 PARKWAY CALABASASCALABASASCA91302$5,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash PropertyVARIOUS PUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$152,839FairMarketValueAmt
Received2020-06-18ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$38,930Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$38,930DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (6 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
SUMMARY OF FUNDRAISERPART 1, LINES 1(A) AND 11(A)DURING THE YEAR, THE ORGANIZATION HAD A FUNDRASING EVENT. BELOW IS A SUMMARY OF SUCH EVENT:CONTRIBUTIONS INCLUDED ON PART 1, LINE 1(A) 314,123OTHER PROCEEDS SHOWN ON PART 1, LINE 11(A) 19,804 _________ 333,927DIRECT EXPENSE SHOWN ON PART 1, LINE 11(A) (80,313) ---------- RECEIPTS IN EXCESS OF EXPENSES 253,614 ==========
REACH (RURAL EDUCATION AND COMMUNITY HARMONY)PART IX-A, LINE 1- DIRECT CHARITABLE ACTIVITIESIN A PERFECT WORLD'S REACH PROGRAM BUILDS SCHOOLS IN SOME OF THE POOREST COUNTRIES IN THE WORLD. REACH TAKES A HOLISTIC VIEW TO COMMUNITY DEVELOPMENT BY BRINGING RESOURCES LIKE CLEAN WATER, SUSTAINABLE FARMING, PLAYGROUNDS, SCHOOL MEAL PROGRAMS, SOLAR POWER, HYGIENE EDUCATION AND MORE, TO OVERSEAS COMMUNITIES IN WHICH WE HAVE ENGAGED TO BUILD SCHOOLS. SO FAR, WE'VE BUILT MORE THAN 30 SCHOOLS IN MALI, MALAWI, SENEGAL, BURKINA FASO, HAITI, NICARAGUA, GUATEMALA, AND NEPAL. IN RESPONSE TO THE PANDEMIC, WE PIVOTED TO SUPPORT STUDENTS AND FAMILIES. IN MALAWI, WE PROVIDED FOOD & HYGIENE SUPPORT, DISTRIBUTED PPE FOR TEACHERS AND STUDENTS, AND INSTALLED ADDITIONAL CLEAN WATER PROJECTS. IN GUATEMALA, WE ASSISTED IN REMOTE EDUCATION THROUGH ONE-ONE-LESSONS, RADIO PROGRAMS AND TUTORING, AND EXPANDED OUR REACH BEYOND OUR OWN STUDENTS TO OVER 13,000 PLUS CHILDREN IN THE REGION. WE DRIVE IMPACT BY COLLABORATING WITH EXISTING, EFFECTIVE ORGANIZATIONS WHOSE MISSIONS ALIGN WITH OURS, RATHER THAN CREATING COMPETING PROGRAMS. THIS ALLOWS US TO AMPLIFY OUR IMPACT, EXPAND OUR REACH, AND STRETCH OUR DONORS' DOLLARS EVEN FURTHER.
YOUTH AMBASSADORSPART IX-A, LINE 2- DIRECT CHARITABLE ACTIVITIESIN A PERFECT WORLD'S YOUTH AMBASSADORS (YAMS) ARE YOUNG PEOPLE AGES 13-18 PASSIONATE ABOUT SOCIAL CHANGE. THEY LEARN ABOUT GLOBAL ISSUES AS THEY MOVE THROUGH A 2-YEAR CURRICULUM IN A BROAD RANGE OF AREAS THAT INCLUDES HEALTH, HUNGER, HOMELESSNESS, CLIMATE CHANGE, EQUALITY, EDUCATION AND POVERTY, INSPIRING AND EMPOWERING THEM TO BECOME COMPASSIONATE, SOCIALLY CONSCIOUS AND RESPONSIBLE LEADERS. THEIR CAPSTONE PROJECT INVOLVES ACTIVE PARTICIPATION IN AN OVERSEAS REACH PROGRAM PROJECT. IN THE MIDST OF THE PANDEMIC, WE COULD NO LONGER GATHER TO SERVE IN PERSON. WE SHIFTED OUR FOCUS TO WORKSHOPS GEARED TOWARDS BUILDING THEIR LEADERSHIP SKILLS, FROM CREATIVE WRITING TO SELF-CARE, AND MENTORED THEM TO COMPLETE INDIVIDUAL SERVICE PROJECTS. THEY MADE MASKS FOR ESSENTIAL WORKERS, SUPPORTED LOW INCOME STUDENTS, CONNECTED WITH ISOLATED SENIORS, IMPACTED THE TRANS COMMUNITY, CREATED CARE PACKAGES FOR MOMS & KIDS EXPERIENCING HOMELESSNESS AND RAISED MONEY & AWARENESS FOR FAMILIES IN NEED. THEY MANAGED TO DO ALL OF THIS WHILE JUGGLING REMOTE LEARNING.
DREAMCATCHERSPART IX-A, LINE 3- DIRECT CHARITABLE ACTIVITIESIN A PERFECT WORLD'S DREAMCATCHERS PROGRAM TEACHES KIDS AGES 5-12 IN THE U.S. AND CANADA ABOUT SOCIAL ISSUES FROM HUNGER AND POVERTY TO CLEAN WATER AND CLIMATE CHANGE AND GUIDES THEM INTO SERVICE. THROUGH STORYTELLING AND THE ARTS-BASED SERVICE PROJECTS, IN A PERFECT WORLD CULTIVATES THEIR NATURAL EMPATHY FOR OTHERS AND FOR THE EARTH, EMPOWERING THEM TO MAKE A DIFFERENCE. THE IAPW BACKPACK DRIVE IS A COMPONENT OF OUR DREAMCATCHERS PROGRAM. WHAT STARTED AS A 5-YEAR OLD'S SERVICE PROJECT HAS GROWN INTO AN ANNUAL STRATEGIC INITIATIVE THAT SUPPORTS OVER 1,000 CHILDREN FROM LOW-INCOME FAMILIES IN LOS ANGELES AND BEYOND. IN 2020, OUR BACKPACK DRIVE EXPANDED TO HELP VULNERABLE CHILDREN AND FAMILIES IN THE SAN FRANCISCO BAY AREA WITH FOOD SECURITY AND REMOTE EDUCATION NEEDS. THROUGH THESE YOUTH-LED FUNDRAISING EFFORTS, KIDS HAVE RAISED OVER $36,000 FOR THEIR PEERS IN NEED.
LOVE 4 ONE ANOTHERPART IX-A, LINE 4- DIRECT CHARITABLE ACTIVITIESIN A PERFECT WORLD'S STRATEGIC INITIATIVE, LOVE 4 ONE ANOTHER, CULTIVATES CREATIVITY AS A MEANS TO EMPOWER CHILDREN BY PROVIDING ACCESS TO MUSIC, THE ARTS, MEDIA, AND TECHNOLOGY FOR LOW-INCOME SCHOOLS. WE SEEK SPECIFIC FUNDING OPPORTUNITIES TO SUPPLEMENT PUBLIC SCHOOL MUSIC AND ARTS PROGRAMS THAT ARE ACTIVELY BEING CUT ACROSS THE U.S. OUR IMPACT EXTENDS ACROSS THE UNITED STATES WITH RECENT PROJECTS IN L.A. AND MINNEAPOLIS. IN A PERFECT WORLD HAS SUPPORTED OVER 500 HIGH-POVERTY CLASSROOMS ACROSS THE NATION.
FORM 990 PF, PAGE 1, ITEM FTHE ORGANIZATION ON SEPTEMBER 27, 2018 RECEIVED A 60-MONTH ADVANCE RULING THAT THEY WILL BE TREATED AS A PUBLIC CHARITY EFFECTIVE JANUARY 1, 2018 AND ENDING DECEMBER 31,2022. THE ORGANIZATION IS CHOOSING NOT TO PAY TAX IMPOSED BY SECTION 4940 AND HAS EXECUTED A FORM 872-B (CONSENT TO EXTEND THE TIME TO ASSESS MISCELLANEOUS EXCISE TAXES), A COPY OF SUCH EXECUTED FORM ATTACHED.BASED ON THE ABOVE PARAGRAPH, LINE 9 OF PART VI SHOULD SHOW AN AMOUNT DUE OF 0. FOR E-FILING PURPOSES ONLY, THE RETURN IS SHOWING AN AMOUNT OF $1,121.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBNY MELLON DYNAMIC VALUE FUND CLASS IBondNm
EOY Book Value$31,598EOYBookValueAmt
EOYFMV$31,598EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARC HEALTHCARE TRUST$281,494$281,494
ALGER SPECTRA FUND CLASS I$218,866$218,866
COLUMBIA CONTRARIAN CORE FUND CLASS R4$237,725$237,725
LORD ABBETT DIVIDEND GROWTH FUND CLASS F$212,170$212,170
LORD ABBETT FLOATING RATE FUND CLASS F$88$88
LORD ABBETT BOND DEBENTURE FUND CALSS F$139,624$139,624
MFS MID CAP VALUE FUND CLASS I$109,676$109,676
PGIM TOTAL RETURN BOND FUND CLASS R6$2,814$2,814
HEALTH CARE SELECT SECT SPDR$52,182$52,182
I SHARES MSCI EAFE EFT (EFA)$64,424$64,424
ISHARES MSCI EMERGING MKTS ETF$51,463$51,463
ISHAES RUSSELL 2000 VALUE ETF$81,553$81,553
SPDR DJIA TRUST$138,523$138,523
THE FINANCIAL SEL SECT SPDR FD$54,803$54,803
THE TECHNOLOGY SEL SEC SPDR$56,299$56,299
INVESCO PREMIUM US GOVT$75,288$75,288
NUEBERGER BRMN SUSTAIN EQ INST$129,721$129,721
LORD ABBETT GROWTH LEADERS FUND CLASS F$315,380$315,380
LORD ABBETT CONVERTIBLE FUND CLASS F$139,707$139,707
LORD ABBETT SHORT DURACTION INCOME CLASS F$183,128$183,128
LORD ABBETT SHORT DURACTION INCOME CLASS F$69,543$69,543
LORD ABBETT ULTRA SHORT BOND FUND CLASS A$11,897$11,897
ROYAL ALLIANCE #0573 MONEY MARKET FUND$20,895$20,895
MORGAN STANLEY MONEY MARKET FUND$13,952$13,952
ROYAL ALLIANCE #4713 MONEY MARKET FUND$138,397$138,397

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$26,626LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$22,009DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EDUCATIONAL DOCUMENTARY$150,000$150,000$150,000
LESS: ACCUMULATED AMORTIZATION-$150,000-$150,000-$150,000
DOMAINS AND OR TRADEMARKS$17,463$17,463$17,463

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$19,235$0$13,958
PAYROLL FEES$1,197$0$1,197
PROGRAM SUPPLIES$41,254$0$41,254
OTHER CONTRACTED SERVICES$40,396$0$26,751
ADVERTISING/PROMOTION/SOCIAL MEDIA$27,669$0$3,171
BANK & MERCHANT FEES$672$0$618
INSURANCE$3,502$0$3,502
CONSTRUCTION RE SCHOOLS$71,623$0$71,623
OPERATING COSTS-OTHER$4,181$0$2,035
PROGRAM COSTS-OTHER$4,381$0$4,381
TAXES, LICENSES, PERMITS$199$0$199

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER$200$200
FUNDRAISER-NON CONTR-STATM 17$19,804$19,804
DIRECT COSTS-FUNDRAISER-STATM 17-$80,313-$80,313

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET CHANGE IN UNREALIZED GAINS(LOSSES)Desc
Amt$262,059Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CREDIT CARD LIABILITIES$25,604$20,182
OTHER$103$0
PAYROLL TAXES PAYABLE$0$1,754
PPP LOAN$0$14,733

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET MANAGEMENT FEES$17,183$17,183$0
CONSULTANTS$56,575$0$45,260
OTHER$1,427$0$1,427

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF SHARON KEITHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line18491 W SUNSET BLVD 515AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90069ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$9,781Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,826DisbursementsCharitablePrpsAmt

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