EDWIN W PAULEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN W PAULEY FOUNDATION (EIN 95-4332470)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349101946
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T16:57:06-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203250475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESMOND & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS RD SUITE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 | 954332470 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDWIN W PAULEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 3105570008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS ROAD NO 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913023308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN PAULEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3105570008 | PhoneNum |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | PAULEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNNE LEAVITT CPA | PreparerPersonNm |
| PTIN | P00146565 | PTIN |
| Phone | 8186102900 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,177,648 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $3,752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,834 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $432,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,966 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $51,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,793 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $101 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $101 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $457 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,095 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,461 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,731 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,731 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,932 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,029 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,655 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,989 | CashBOYAmt |
| Cash EOY | $5,718 | CashEOYAmt |
| Cash EOYFMV | $5,718 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,237 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,237 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $117,091 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $125,257 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $132,803 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $650,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $613,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $897,674 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,198,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,100,275 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,111,216 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,007,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,875,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,177,648 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $59,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $27,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $196,437 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $262,364 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $255,437 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $289,364 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $19,778,144 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $19,778,144 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$18,026,376 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$18,192,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,751,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,585,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,007,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,875,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,751,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,633,240 | SubtotalAmt |
| Other Decreases | $47,602 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,585,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ATRACKERS MSCI | P | 2015-03-06 | 2020-10-29 | $82,081 | $84,000 | -$1,919 | -$1,919 |
| NATIXIS MUTUAL FUNDS | P | 2015-03-09 | 2020-06-10 | $12,500 | $11,627 | $873 | $873 |
| NUVEEN MUNI TRUST | P | 2016-09-14 | 2020-10-12 | $50,500 | $52,429 | -$1,929 | -$1,929 |
| PIMCO FUND | P | 2018-02-06 | 2020-04-06 | $30,000 | $48,533 | -$18,533 | -$18,533 |
| TEMPLETON INCOME TR | P | 2009-10-16 | 2020-01-23 | $25,000 | $29,816 | -$4,816 | -$4,816 |
| WELLS FARGO INVESTORS - 1664 | P | 2020-01-27 | 2020-11-09 | $13,311 | $16,417 | -$3,106 | -$3,106 |
| WELLS FARGO INVESTORS - 1664 | P | 2015-09-02 | 2020-08-12 | $39,261 | $38,704 | $557 | $557 |
| ANALOG DEVICES INC | P | 2009-12-09 | 2020-07-23 | $113 | $30 | $83 | $83 |
| BROADRIDGE FIN'L | P | 2009-09-24 | 2020-04-08 | $303 | $61 | $242 | $242 |
| CLOROX CO | P | 2009-11-18 | 2020-06-10 | $614 | $180 | $434 | $434 |
| ZIMMER BIOMED HLDGS | P | 2011-02-03 | 2020-04-08 | $741 | $441 | $300 | $300 |
| PIMCO FIXED INCOME SHS | P | 2013-02-08 | 2020-12-03 | $5,567 | $6,160 | -$593 | -$593 |
| U.S. TREASURY BONDS | P | 2007-01-27 | 2020-03-03 | $1,269 | $962 | $307 | $307 |
| U.S. TREASURY BONDS | P | 2017-11-14 | 2020-03-25 | $1,104 | $988 | $116 | $116 |
| WELLS FARGO INVESTORS - 1695 (RETURN OF CAPITAL) | P | 2020-01-15 | 2020-12-25 | $29,325 | $29,325 | $0 | $0 |
| WELLS FARGO INVESTORS - 5016 | P | 2020-04-03 | 2020-05-18 | $22,745 | $23,583 | -$838 | -$838 |
| WELLS FARGO INVESTORS - 5016 | P | 2018-01-25 | 2020-05-18 | $49,610 | $47,500 | $2,110 | $2,110 |
| GILEAD SCINECES INC | P | 2008-02-27 | 2020-05-19 | $2,996 | $898 | $2,098 | $2,098 |
| WELLS FARGO INVESTORS - 8861 | P | 2019-08-05 | 2020-01-06 | $15,704 | $21,164 | -$5,460 | -$5,460 |
| WELLS FARGO INVESTORS - 8861 | P | 2018-01-02 | 2020-12-31 | $47,024 | $46,759 | $265 | $265 |
| JPMORGAN CHASE & CO | P | 2012-06-04 | 2020-04-13 | $297 | $94 | $203 | $203 |
| CAPITAL GAINS DIVIDENDS | P | $2,724 | $2,724 | $2,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $288 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $288 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | 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 | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,512 | OverpaymentAmt |
| Applied To ES Tax | $320 | AppliedToESTaxAmt |
| Refund | $1,192 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105570008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS ROAD 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913023308 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M PAULEY | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | PRESIDENT/CHAIRMAN | 2.00 | $12,000 | $0 | $0 |
| KEVIN PAULEY HILLYER | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | VICE PRESIDENT | 2.00 | $12,000 | $0 | $0 |
| MATTHEW V PAULEY | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | TREASURER | 2.00 | $12,000 | $0 | $0 |
| TANYA HENDRIX | ||||||||
| 23901 CALABASAS ROAD 1010 | CALABASAS | CA | 913023308 | SECRETARY | 2.00 | $2,400 | $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 | $1,755,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $955,724 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,756,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,756,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,715,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $288 | TotalTaxAmt |
| Distributable Before Adj | $135,463 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,463 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,155 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $119,155 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $100,035 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,844 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $416,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,308 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,308 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $400,459 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $400,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,727 | ExcessFromYear4Amt |
| Excess From Year3 | $280,577 | ExcessFromYear3Amt |
| Excess From Year2 | $34,844 | ExcessFromYear2Amt |
| Excess From Year1 | $1,311 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M PAULEY MD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23901 CALABASAS ROAD STE 1010 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913023308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3239543131 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS INCLUDING DESCRIPTION OF ORGANIZATION, TAX IDENTIFICATION NUMBER, AND WHETHER THE ORGANIZATION IS TAX EXEMPT OR NON EXEMPT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GIFTS ARE PRIMARILY FOR EDUCATIONAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CROSSROADS SCHOOL | |||||||
| 1714 21ST STREET | SANTA MONICA | CA | 90404 | NONE | OTHER PUBLIC CHARITY | EDUCATION PROGRAMS | $10,000 |
| STANFORD UNIVERSITY | |||||||
| 641 EAST CAMPUS DRIVE | STANFORD | CA | 94305 | NONE | OTHER PUBLIC CHARITY | COLLEGE EDUCATION PROGRAMS | $5,000 |
| CHATHAM BAROQUETHE ICE HOUSE | |||||||
| 100 FORTY-THIRD ST | PITTSBURGH | PA | 15201 | NONE | OTHER PUBLIC CHARITY | MUSIC PROGRAMS | $40,000 |
| PALISADES HIGH SCHOOL BOOSTER CLUB | |||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | NONE | OTHER PUBLIC CHARITY | SECONDARY EDUCATION PROGRAMS | $2,500 |
| PALASADES CHARTER HIGH SCHOOL | |||||||
| 15777 BOWDOIN STREET | PACIFIC PALISADES | CA | 90272 | NONE | OTHER PUBLIC CHARITY | SECONDARY EDUCATION PROGRAMS | $2,500 |
| DAWG SCHOOL | |||||||
| 11209 NATIONAL BLVD 246 | LOS ANGELES | CA | 90064 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $5,000 |
| SUN VALLEY SUMMER PROGRAM | |||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $12,500 |
| JOHN TRACY CLINIC | |||||||
| 2160 WEST ADAMS BLVD | LOS ANGELES | CA | 90018 | NONE | OTHER PUBLIC CHARITY | MEDICAL RESEARCH & PROGRAMS | $2,000 |
| WESTERN LOS ANGELES CITY COUNCIL BSA | |||||||
| 16525 SHERMAN WAY UNIT C-B | VAN NUYS | CA | 90140 | NONE | OTHER PUBLIC CHARITY | PROGRAM SERVICES | $5,000 |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | OTHER PUBLIC CHARITY | EDUCATION PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,500 | 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 | $3,752 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,834 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,670 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $7,200 | Amt |
| Net Investment Income | $3,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $613,515 | EOYBookValueAmt |
| EOYFMV | $897,674 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $56,931 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $54,800 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $68,326 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $78,003 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL RIGHTS | AT COST | $4,782 | $4,782 |
| OPEN END MONEY FUNDS | AT COST | $1,095,493 | $1,106,434 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP BASIS ADJUSTED TO TAX BASIS PER IRS RULINGS | Desc |
| Amt | $47,602 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,342 | $671 | $671 |
| OFFICE EXPENSES | $689 | $344 | $345 |
| DELIVERY & MESSENGER | $26 | $13 | $13 |
| PARTNERSHIP PASS THROUGH EXPENSES | $39 | $39 | $0 |
| PREMIUM/DISCOUNT/AMORTIZATION | $865 | $865 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| B.C. & R. LTD PARTNERSHIP INCOME | -$2,541 | -$2,541 | -$2,541 |
| B.C. & R. LTD PARTNERSHIP ND EXP | $15,963 | $15,963 | $15,963 |
| MOKU O LO'E BOOK - ROYALTIES | $3 | $3 | $3 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BC&R PARTNERSHIP (NEGATIVE CAPITAL) | Desc |
| BOY Book Value | $196,437 | BOYBookValueAmt |
| EOY Book Value | $262,364 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,023 | Amt |
| Net Investment Income | $23,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $457 | $457 | $0 |
| STATE TAXES | $10 | $0 | $10 |
| FEDERAL EXCISE TAX | $3,035 | $0 | $3,035 |
| CALIFORNIA ATTORNEY GENERAL | $50 | $0 | $50 |
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