WALTER W MOSHER JR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WALTER W MOSHER JR FOUNDATION (EIN 03-0407059)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-20
- IRS object ID
- 202130799349100508
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-20T19:24:14-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810769338 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLIE HOFFER & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21241 VENTURA BLVD 288 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | 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 | 030407059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER W MOSHER JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 8187049899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER MOSHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8187049899 | PhoneNum |
| Signature | 2021-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | MOSHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN K HELLIE | PreparerPersonNm |
| PTIN | P00290933 | PTIN |
| Phone | 8184495700 | PhoneNum |
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 | $1,435,180 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,870 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $963,962 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $151,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $155 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,448 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $297,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $261,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $261,822 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,033,922 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,136,973 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,168,806 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,552 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,552 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,331,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,403,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,435,180 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,331,133 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,403,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,331,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,403,347 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,331,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,403,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,331,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,403,347 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,403,347 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AIRGAS INC | 2013-01-22 | 2020-12-22 | $104,841 | $98,635 | $6,206 | $6,206 |
| US TSY NOTE | 2020-01-02 | 2020-11-02 | $100,000 | $99,795 | $205 | $205 |
| THE BOEING CO | 2020-01-03 | 2020-10-30 | $60,000 | $59,897 | $103 | $103 |
| US TSY NOTE | 2019-11-20 | 2020-09-30 | $40,000 | $39,914 | $86 | $86 |
| AT&T INC | 2016-02-22 | 2020-07-23 | $104,121 | $99,650 | $4,471 | $4,471 |
| DOMINION ENERGY | 2019-06-25 | 2020-07-01 | $100,000 | $99,991 | $9 | $9 |
| AMGEN INC | 2020-01-02 | 2020-05-01 | $100,000 | $100,000 | $0 | $0 |
| INTL BUS MACHS | 2020-01-22 | 2020-05-15 | $100,000 | $99,959 | $41 | $41 |
| GATX CORP | 2020-01-09 | 2020-03-30 | $25,000 | $25,000 | $0 | $0 |
| SEMPRA ENERGY | 2020-03-15 | 2020-03-15 | $100,000 | $99,559 | $441 | $441 |
| SEMPRA ENERGY | 2019-04-11 | 2020-02-01 | $80,000 | $79,810 | $190 | $190 |
| ECOLAB | 2019-07-22 | 2020-01-12 | $50,000 | $49,967 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $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 | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $195 | OverpaymentAmt |
| Applied To ES Tax | $195 | 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 | Yes (1) | 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 | THE WALTER W MOSHER JR FOUNDATION | IndividualWithBooksNm |
| Phone | 8187049899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER W MOSHER JR PHD | ||||||||
| 7623 SOUTHBY DRIVE | WEST HILLS | CA | 91304 | PRESIDENT/CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LEE KANON ALPERT | ||||||||
| 7623 SOUTHBY DRIVE | WEST HILLS | CA | 91304 | VICE-PRES/SECRETARY/DIRECT | 2.00 | $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 | $1,255,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $186,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,442,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,442,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,420,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,019 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,019 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $605 | TotalTaxAmt |
| Distributable Before Adj | $70,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $119 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $205 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,086 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,824 | 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 | $1,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119 | ExcessFromYear4Amt |
| Excess From Year3 | $205 | ExcessFromYear3Amt |
| Excess From Year2 | $12 | ExcessFromYear2Amt |
| Excess From Year1 | $402 | ExcessFromYear1Amt |
| Excess From Current Year | $1,086 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER W MOSHER JR PHD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETTY FORD CENTER | |||||||
| 41990 COOK STREET STE C301 | PALM DESERT | CA | 92211 | N/A | PUBLIC CHARITY | SUBSTANCE ABUSE TREATMENT AND EDUCATION. | $10,000 |
| CASA COUNCIL OF MOJAVE | |||||||
| PO BOX 6605 | KINGMAN | AZ | 86402 | N/A | PUBLIC CHARITY | SUPPORT FOSTER CHILDREN OF MOHAVE COUNTY BY PROVIDING EDUCATIONAL AND EXTRACURICULAR ACTIVITIES. | $3,000 |
| LAPD FOUNDATION | |||||||
| 633 WEST 5TH ST STE 960 | LOS ANGELES | CA | 90071 | N/A | PUBLIC CHARITY | CREATE PARTNERSHIPS TO PROVIDE RESOURCES AND PROGRAMS THAT HELP THE LAPD PERFORM AT THEIR HIGHEST LEVEL AND TO ENHANCE LAPD COMMUNITY RELATIONS. | $4,000 |
| CHILDREN'S HOSPITAL OF LA | |||||||
| 4650 SUNSET BLVD | LOS ANGLELES | CA | 90027 | N/A | PUBLIC CHARITY | PROVIDE PEDIATRIC AND ADOLESCENT HEALTH CARE. | $2,500 |
| HATHAWAY-SYCAMORES FOUNDATION | |||||||
| 210 SOUTH DELACEY AVE SUITE 110 | PASADENA | CA | 91105 | N/A | PUBLIC CHARITY | SUPPORT TROUBLED CHILDREN AND THEIR FAMILIES | $2,500 |
| HELP OF OJAI | |||||||
| 111 W SANTA ANA ST | OJAI | CA | 93023 | N/A | PUBLIC CHARITY | PROVIDE SOCIAL SERVICES IN OJAI VALLEY | $3,000 |
| MEND | |||||||
| 13460 VAN NUYS BLVD | PACOIMA | CA | 91331 | N/A | PUBLIC CHARITY | PROVIDE FOOD,CLOTHING & MED. ASSISTANCE TO THE POOR | $2,500 |
| NEW HORIZONS | |||||||
| 15725 PARTHENIA ST | NORTH HILLS | CA | 91343 | N/A | EDUCATIONAL INSTITUT | TO CONTRIBUTE TO SUPPORT GENERAL OPERATING COSTS FOR EDUCATION AND EMPLOYMENT OF INDIVIDUALS WITH SPECIAL NEEDS. | $2,500 |
| OJAI VALLEY COMMUNITY HOSPITAL FOUNDATION | |||||||
| 1306 MARICOPA HWY STE A | OJAI | CA | 93023 | N/A | PUBLIC CHARITY | PROVIDE OJAI VALLEY RESIDENTS WITH QUALITY MEDICAL CARE AND SERVICES | $2,500 |
| ONE GENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PUBLIC CHARITY | MED/SOCIAL ASSIST. AT-RISK/DISABLED YOUTH & ADULTS | $2,500 |
| PIERCE COLLEGE | |||||||
| 6201 WINNETKA AVE 2600 | WOODLAND HILLS | CA | 91371 | N/A | EDUCATIONAL INSTITUT | EXPAND EDUCATIONAL OPPORTUNITIES | $2,500 |
| SAN FERNANDO ADVISORY COUNCIL FOUNDATION | |||||||
| 910 FIRST STREET | SAN FERNANDO | CA | 91340 | N/A | PUBLIC CHARITY | SUPPORTING AND FUNDING THE OFFICERS AND INITIATIVES OF THE DEPARTMENT WHEN OTHER SOURCES ARE UNAVAILABLE TO KEEP THE COMMUNITY SAFE. | $2,500 |
| THE JONATHAN FOUNDATION | |||||||
| 10732 WHITE OAK AVE | GRANADA HILLS | CA | 91344 | N/A | PUBLIC CHARITY | ADDRESS THE NEEDS OF CHILDREN WITH EDUCATIONAL,EMOTIONAL, AND BEHAVIORAL CHALLENGES THROUGH REFERRAL TO PROFESSIONALS AND ORGANIZATIONS THAT PROVIDE ADVOCACY, EDUCATION, ASSESSMENTS AND RESOURCES. | $2,500 |
| THE PARKER TASK FORCE FOOD BANK | |||||||
| 20118 E MAINSTREET UNIT D | PARKER | CO | 80138 | N/A | PUBLIC CHARITY | PROVIDING INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WITH FOOD, LIMITED FINANCIAL ASSISTANCE AND OTHER SUPPORT SERVICES TO HELP THEM BECOME SELF-SUFFICIENT. | $3,000 |
| THREE SQUARES | |||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | N/A | PUBLIC CHARITY | PROVIDE FOOD FOR A HEALTH DIET FOR UNDERPRIVELEDGED CHILDREN AND SENIORS. | $5,000 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | N/A | PUBLIC CHARITY | SUPPORT PEOPLE WITH DISABILITIES | $2,500 |
| VALLEY FAMILY CENTER | |||||||
| 302 S BRAND BLVD | SAN FERNANDO | CA | 91340 | N/A | PUBLIC CHARITY | EDUCATIONAL ASSISTANCE & SOCIAL SERVICES | $2,500 |
| WOODBURY UNIVERSITY | |||||||
| 7500 GLEN OAKS BLVD | BURBANK | CA | 91510 | N/A | EDUCATIONAL INSTITUT | EXPAND EDUCATIONAL OPPORTUNITIES | $10,000 |
| CHILD DEVELOPMENT INSTITUTE | |||||||
| 6340 VARIEL AVE STE A | WOODLAND HILLS | CA | 91367 | N/A | PUBLIC CHARITY | PROVIDE RELATIONSHIP BASED EARLY INTERVENTION AND THERAPEUTIC SERVICES TO CHILDREN AND THEIR FAMILIES. | $3,000 |
| VISION TO LEARN | |||||||
| 11611 SAN VINCENTE BLVD STE 50 | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | PROVIDING EYE EXAMS AND GLASSES TO YOUNG STUDENTS IN LOW INCOME COMMUNITIES TO HELP IMPROVE THE QUALITY OF THEIR EDUCATION AND THEIR LIVES, AND HELP THEM ATTAIN HIGHER GRADES. | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,960 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,960 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER W MOSHER JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913045270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,870 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,877 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,136,973 | EOYBookValueAmt |
| EOYFMV | $1,168,806 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $155 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,552 | EOYBookValueAmt |
| EOYFMV | $4,552 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,448 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,448 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER W MOSHER JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $10 | $0 | $0 |
| FEDERAL TAXES | $1,626 | $0 | $0 |
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