NANCY E BARTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NANCY E BARTON FOUNDATION (EIN 45-6656212)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-04-02
- IRS object ID
- 202130929349100713
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-02T17:01:39-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456656212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NANCY E BARTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NANC | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 W 47TH ST NY8-114-07-07 AFT | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN BARTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2021-02-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2021-02-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,486,060 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $258,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,451,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,613 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,339 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,909 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $551,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $609,122 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $123,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,109 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $71,190 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,406 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,893 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $622,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $622,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $786,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $715,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$235,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $547,714 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,859 | CashBOYAmt |
| Cash EOY | $2,926 | CashEOYAmt |
| Cash EOYFMV | $2,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $183,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $776,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $776,822 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,096,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,039,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,886,110 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $669,963 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $466,931 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $483,360 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,680,461 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,114,696 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,336,842 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,633,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,400,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,486,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,633,991 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,400,961 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,633,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,400,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,633,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,400,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,633,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$235,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,217 | OtherIncreasesAmt |
| Subtotal | $9,400,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,400,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 420. APPLE INC | 2012-05-08 | 2020-07-22 | $163,141 | $33,764 | $129,377 | $129,377 | |
| 80. APPLE INC | 2012-07-25 | 2020-07-22 | $31,075 | $6,551 | $24,524 | $24,524 | |
| 1000. APPLE INC | 2012-10-11 | 2020-09-14 | $114,982 | $22,556 | $92,426 | $92,426 | |
| 800. APPLE INC | 2012-07-25 | 2020-09-14 | $91,986 | $16,378 | $75,608 | $75,608 | |
| 500. CARRIER GLOBAL CORP REG | 2012-11-01 | 2020-07-16 | $13,392 | $6,882 | $6,510 | $6,510 | |
| 700. CARRIER GLOBAL CORP REG | 2013-01-02 | 2020-07-16 | $18,748 | $10,011 | $8,737 | $8,737 | |
| 200. CARRIER GLOBAL CORP REG | 2012-06-06 | 2020-07-16 | $5,357 | $2,499 | $2,858 | $2,858 | |
| 400. CARRIER GLOBAL CORP REG | 2012-05-07 | 2020-07-16 | $10,713 | $5,435 | $5,278 | $5,278 | |
| 400. CARRIER GLOBAL CORP REG | 2012-05-21 | 2020-07-16 | $10,713 | $4,990 | $5,723 | $5,723 | |
| 200. CARRIER GLOBAL CORP REG | 2012-07-25 | 2020-07-16 | $5,357 | $2,483 | $2,874 | $2,874 | |
| 200. CARRIER GLOBAL CORP REG | 2012-05-29 | 2020-07-16 | $5,357 | $2,576 | $2,781 | $2,781 | |
| 400. CARRIER GLOBAL CORP REG | 2012-10-31 | 2020-07-16 | $10,713 | $5,377 | $5,336 | $5,336 | |
| 150. DEERE & CO | 2013-01-02 | 2020-03-18 | $16,547 | $13,160 | $3,387 | $3,387 | |
| 400. DEERE & CO | 2012-05-08 | 2020-03-18 | $44,126 | $31,771 | $12,355 | $12,355 | |
| 200. DEERE & CO | 2012-05-21 | 2020-03-18 | $22,063 | $14,819 | $7,244 | $7,244 | |
| 1500. GENESEE & WYO INC | 2013-05-22 | 2019-12-31 | $168,000 | $136,182 | $31,818 | $31,818 | |
| 50000. HEWLETT-PACKARD CO | 2013-05-13 | 2020-07-22 | $51,697 | $50,089 | $1,608 | $1,608 | |
| 496. JAMES BALANCED: GOLDEN RAINBOW FUND | 2015-12-04 | 2020-03-18 | $8,983 | $11,854 | -$2,871 | -$2,871 | |
| 34. JAMES BALANCED: GOLDEN RAINBOW FUND | 2014-12-05 | 2020-03-18 | $616 | $831 | -$215 | -$215 | |
| 896. JAMES BALANCED: GOLDEN RAINBOW FUND | 2014-12-05 | 2020-03-18 | $16,227 | $21,907 | -$5,680 | -$5,680 | |
| 1985. JAMES BALANCED: GOLDEN RAINBOW FUND | 2017-12-06 | 2020-03-18 | $35,948 | $47,045 | -$11,097 | -$11,097 | |
| 112. JAMES BALANCED: GOLDEN RAINBOW FUND | 2016-12-07 | 2020-03-18 | $2,028 | $2,705 | -$677 | -$677 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2016-12-07 | 2020-03-18 | $18 | $24 | -$6 | -$6 | |
| 208. JAMES BALANCED: GOLDEN RAINBOW FUND | 2018-12-10 | 2020-03-18 | $3,767 | $4,098 | -$331 | -$331 | |
| 2924. JAMES BALANCED: GOLDEN RAINBOW FUND | 2018-12-10 | 2020-03-18 | $52,954 | $57,603 | -$4,649 | -$4,649 | |
| .63 JAMES BALANCED: GOLDEN RAINBOW FUND | 2018-12-10 | 2020-03-18 | $11 | $14 | -$3 | -$3 | |
| 186.62 JAMES BALANCED: GOLDEN RAINBOW FUND | 2019-12-10 | 2020-03-18 | $3,380 | $3,887 | -$507 | -$507 | |
| 18789.98 JAMES BALANCED: GOLDEN RAINBOW FUND | 2014-11-25 | 2020-03-18 | $340,287 | $476,326 | -$136,039 | -$136,039 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2015-09-30 | 2020-03-18 | $18 | $25 | -$7 | -$7 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2016-09-30 | 2020-03-18 | $18 | $24 | -$6 | -$6 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2016-12-30 | 2020-03-18 | $18 | $24 | -$6 | -$6 | |
| 86.05 JAMES BALANCED: GOLDEN RAINBOW FUND | 2019-09-30 | 2020-03-18 | $1,558 | $1,771 | -$213 | -$213 | |
| 78.03 JAMES BALANCED: GOLDEN RAINBOW FUND | 2019-12-30 | 2020-03-18 | $1,413 | $1,643 | -$230 | -$230 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2014-12-31 | 2020-03-18 | $18 | $25 | -$7 | -$7 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2015-03-31 | 2020-03-18 | $18 | $25 | -$7 | -$7 | |
| 1. JAMES BALANCED: GOLDEN RAINBOW FUND | 2016-03-31 | 2020-03-18 | $18 | $24 | -$6 | -$6 | |
| .5 WT08 27OCCIDENTAL PETROL | 2012-05-07 | 2020-08-05 | $2 | $15 | -$13 | -$13 | |
| .5 WT08 27OCCIDENTAL PETROL | 2012-05-07 | 2020-08-05 | $2 | $15 | -$13 | -$13 | |
| 62.5 WT08 27OCCIDENTAL PETROL | 2012-11-01 | 2020-09-18 | $181 | $1,684 | -$1,503 | -$1,503 | |
| 62.5 WT08 27OCCIDENTAL PETROL | 2013-01-02 | 2020-09-18 | $181 | $1,637 | -$1,456 | -$1,456 | |
| 62.5 WT08 27OCCIDENTAL PETROL | 2012-12-04 | 2020-09-18 | $181 | $1,556 | -$1,375 | -$1,375 | |
| 49.5 WT08 27OCCIDENTAL PETROL | 2012-05-07 | 2020-09-18 | $144 | $1,465 | -$1,321 | -$1,321 | |
| 87.5 WT08 27OCCIDENTAL PETROL | 2013-04-11 | 2020-09-18 | $254 | $2,478 | -$2,224 | -$2,224 | |
| 50. WT08 27OCCIDENTAL PETROL | 2012-07-25 | 2020-09-18 | $145 | $1,400 | -$1,255 | -$1,255 | |
| 25. WT08 27OCCIDENTAL PETROL | 2012-05-29 | 2020-09-18 | $73 | $700 | -$627 | -$627 | |
| 62.5 WT08 27OCCIDENTAL PETROL | 2012-10-31 | 2020-09-18 | $181 | $1,678 | -$1,497 | -$1,497 | |
| 150000. THERMO FISHER SCIENTIFIC | 2013-04-02 | 2019-10-15 | $155,055 | $151,473 | $3,582 | $3,582 | |
| CAPITAL GAIN DIVIDENDS | $43,428 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,613 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $646,195 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,562,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047647 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $597,334 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,264,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045032 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $554,576 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,932,041 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $495,726 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,152,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $407,122 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,767,125 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041683 | DistributionYr5Rt |
| Total Distribution | 0.225289 | TotalDistributionRt |
| Average Distribution | 0.045058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,501,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $653,397 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,477 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $658,874 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $715,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,523 | OverpaymentAmt |
| Applied To ES Tax | $1,523 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET NY8-114-07-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100361510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN BARTON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LILIAN WAY | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH STREET NY8-114-07 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | AGENT FOR TRUSTEE | ServiceTypeTxt |
| Compensation | $86,849 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,961,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $760,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,722,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,722,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $220,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,501,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $725,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $725,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,477 | TotalTaxAmt |
| Distributable Before Adj | $719,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $719,585 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $719,585 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $715,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $715,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,477 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $710,521 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $719,585 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $607,010 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $715,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $607,010 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $610,597 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALLEN BARTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 LILLIAN WAY | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3107299576 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 595 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | |
| TUFTS UNIVERSITY | ||||||||
| BALLOU HALL | MEDFORD | MA | 02155 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | |
| CAS MYRNA VAZQUEZ INC | ||||||||
| 38 WAREHAM STREET | BOSTON | MA | 02188 | N/A | PC | UNRESTRICED GENERAL SUPPORT | $3,500 | AKA CASA MYRNA |
| FRANKLIN PERFORMING ARTS CO | ||||||||
| PO BOX 48 | FRANKLIN | MA | 02036 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| METROWEST LEGAL SERVICES INC | ||||||||
| 63 FOUNTAIN STREET | FRAMINGHAM | MA | 01702 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| THE CHILDRENS ROOM | ||||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| YWCA GREENWICH | ||||||||
| 259 EAST PUTNAM AVE | GREENWICH | CT | 06830 | N/A | PC | UNRESTRICTED GENERAL | $13,500 | |
| CHILD GUIDANCE CTR OF SOUTHER CT | ||||||||
| 196 GREYROCK PLACE | STAMFORD | CT | 06901 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | AKA CGC |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 330 MAIN STREET | HARTFORD | CT | 06106 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | FDN OF CT |
| AMERICARES | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | |
| JEWISH FAMILY SERVICES OF | ||||||||
| ONE HOLLY HILL LANE | GREENWICH | CT | 06830 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | GREENWICH INC |
| GREENWICH HISTORICAL SOCIETY | ||||||||
| 39 STRICKLAND RD | COSCOB | CT | 06807 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | CANCER CENTER |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| VS THEATRE COMPANY | ||||||||
| 3734 SANTA CARLOTTA ST | LA CRESCENTA | CA | 91214 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| AUTISM SPEAKS | ||||||||
| 1 E 33RD ST | NEW YORK | NY | 10016 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| FOUNDATION FOR LIVING BEAUTY | ||||||||
| 234 N EL MOLINO AVE | PASADENA | CA | 91101 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| JABBERWOCKY THEATRE COMPANY | ||||||||
| 12405 VENICE BLVD | LOS ANGELES | CA | 90066 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | AKA ROGUE MACHINE |
| JEANNE GEIGER CRISIS CENTER INC | ||||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| LAUREL HOUSE INC | ||||||||
| 1616 WASHINGTON BLVD | STAMFORD | CT | 06902 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| HOMES WITH HOPE INC | ||||||||
| 49 RICHMONDVILLE AVE | WESTPORT | CT | 06880 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| RAW ARTS WORK INC | ||||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01910 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| HORIZONS FOR HOMELESS CHILDREN | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| THE HYDE FOUNDATION | ||||||||
| 616 HIGH STREET | BATH | ME | 04530 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| BUILDON | ||||||||
| PO BOX 16741 | STAMFORD | CT | 06905 | N/A | PC | UNRESTRICTED GENERAL | $40,000 | |
| LEGAL MOMENTUM | ||||||||
| 16 EAST 34TH STREET | NEW YORK | NY | 10016 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| TWLOHA INC | ||||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| GUERILLA OPERA INC | ||||||||
| PO BOX 230486 | BOSTON | MA | 02123 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| LOS ANGELES YOUTH ORCHESTRA | ||||||||
| 5160 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| CLASSICS ALIVE FOUNDATION | ||||||||
| 22550 FLAMINGO ST | WOODLANDS | CA | 91364 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| 826 LA | ||||||||
| 1714 W SUNSET BLVD | LOS ANGELES | CA | 90026 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| CHILDREN'S RANCH FOUNDATION | ||||||||
| 4007 VERDANT STREET | LOS ANGELES | CA | 90039 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| CAUSE FOR CELEBRATION | ||||||||
| 5757 UPLANDER WAY | CULVER CITY | CA | 90230 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| ZEIDERS AMERICAN DREAM THEATER | ||||||||
| 1532 DUKE OF WINDSOR RD | VIRGINIA BEACH | VA | 23454 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| ENSEMBLE SHAKESPEARE THEATER | ||||||||
| 89 S FAIR OAKS AVE | PASADENA | CA | 91105 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| DETROIT CREATIVITY PROJECT | ||||||||
| PO BOX 1236 | VENICE | CA | 90294 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | AKA DCP |
| MIA RECOVERY | ||||||||
| 2373 TELLER ROAD | NEWBURY PARK | CA | 91320 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| INTERNATIONAL JUSTICE MISSION | ||||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| YOUNG STORY TELLERS FOUNDATION | ||||||||
| 923 E THIRD STREET307 | LOS ANGELES | CA | 90013 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| NEPAL YOUTH FOUNDATION | ||||||||
| 3030 BRIDGEWAY SUITE 325 | SAUSALITO | CA | 94965 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| JOYFUL HEART FOUNDATION | ||||||||
| 32 WEST 22ND STREET | NEW YORK | NY | 10010 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| HEARTGIFT FOUNDATION | ||||||||
| 8015 SHOAL CREEK BLVD | AUSTIN | TX | 78757 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | |
| CHESHIRE MOON INC | ||||||||
| 8939 S SEPUIVEDA BLV | LOS ANGELES | CA | 90045 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| FIRST DESCENTS | ||||||||
| 3001 BRIGHTON BLVD | DENVER | CO | 80216 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| GIRLS IN FOCUS | ||||||||
| 2039 TRUDIE DRIVE | RANCHO PALOS VERDES | CA | 90275 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| RYAMAN ARTS | ||||||||
| 1933 S BROADWAY | LOS ANGELES | CA | 90007 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| UNIVERSITY OF SOUTHERN CA | ||||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | FBO KUSC RADIO |
| FOUNTAIN THEATRE | ||||||||
| 5060 FOUNDATION AVE | LOS ANGELES | CA | 90029 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| LOS ANGELES COUNTY DEVELOPMENTAL | ||||||||
| 3303 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | SERVICE FOUNDATION |
| LOS ANGELES YOUTH NETWORK | ||||||||
| 1853 TAFT AVENUE | LOS ANGELES | CA | 90028 | N/A | PC | UNRESTRICTED GENERAL | $7,000 | AKA LAYN |
| 1736 FAMILY CRISIS CENTER | ||||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| SKYLIGHT THEATRE COMPANY | ||||||||
| 1816 1/2 N VERMONT AVE | LOS ANGELES | CA | 90027 | N/A | PC | UNRESTRICTED GENERAL | $7,500 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILLSHIRE BLVD | SANTA MONICA | CA | 90403 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| THE OTHER SIDE OF THE HILL | ||||||||
| 5108 LANKERSHIM BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | URESTRICTED GENERAL SUPPORT | $7,500 | PRODUCTIONS INC |
| A PLACE CALLED HOME | ||||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | AKA APCH |
| VENICE ARTS | ||||||||
| 13445 BEACH AVENUE | VENICE | CA | 90292 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| CREATE NOW INC | ||||||||
| 1611 S HOPE STREET | LOS ANGELES | CA | 90015 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| 24TH STREET THEATRE COMPANY | ||||||||
| 1117 W 24TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| THE GABRIELLA FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE | LOS ANGELES | CA | 90005 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| HARMONY PROJECT | ||||||||
| 4322 WILLSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | UNRESTRICTED GENERAL | $40,000 | |
| LOS ANGELES MUSIC AND ART SCHOOL | ||||||||
| 3630 EAST THIRD STREET | LOS ANGELES | CA | 90063 | N/A | PC | UNRESTRICTED GENERAL | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $622,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,613 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,339 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $551,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $551,552 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 852891AC4 STANCORP FINANCIAL G | $100,327 | $105,143 |
| 883556AZ5 THERMO FISHER SCIENT | ||
| 428236BM4 HEWLETT-PACKARD CO | ||
| 756109AN4 REALTY INCOME CORP | $100,063 | $104,894 |
| 651639AN6 NEWMONT MINING CORP | $100,675 | $103,454 |
| 38141EG29 GOLDMAN SACHS GROUP | $65,242 | $66,341 |
| 032095AB7 AMPHENOL CORP | $100,624 | $103,528 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 98978V103 ZOETIS INC | $154,750 | $826,850 |
| 66987V109 NOVARTIS AG SPNSRD A | $109,508 | $173,920 |
| 89417E109 TRAVELERS COS INC/TH | $123,510 | $162,285 |
| 244199105 DEERE & CO | $66,258 | $166,223 |
| 742718109 PROCTER & GAMBLE CO/ | $267,051 | $555,960 |
| 03524A108 ANHEUSER-BUSCH INBEV | $79,065 | $53,880 |
| 404280406 HSBC HOLDINGS PLC | $161,597 | $56,782 |
| 64110L106 NETFLIX COM INC | $59,617 | $350,021 |
| 674599105 OCCIDENTAL PETROLEUM | $275,553 | $37,037 |
| 931142103 WAL MART STORES INC | $100,794 | $230,852 |
| 949746101 WELLS FARGO & CO NEW | $162,924 | $94,040 |
| 191216100 COCA-COLA CO/THE | $143,369 | $148,110 |
| 34959J108 FORTIVE CORP | $48,736 | $133,368 |
| 46625H100 J P MORGAN CHASE & C | $218,389 | $481,350 |
| 580135101 MC DONALDS CORPORATI | $73,095 | $175,592 |
| 58933Y105 MERCK AND CO INC SHS | $125,905 | $248,850 |
| 02079K305 ALPHABET INC SHS | $309,314 | $659,520 |
| 023135106 AMAZON COM INC | $122,953 | $551,028 |
| 55261F104 M&T BANK CORP | $131,920 | $138,135 |
| 654106103 NIKE INC CL B | $48,095 | $87,878 |
| 037833100 APPLE INC | $329,313 | $1,598,178 |
| 254687106 WALT DISNEY CO/THE | $286,565 | $506,246 |
| 371559105 GENESEE & WYO INC | ||
| 641069406 NESTLE S A SPONSORED | $125,700 | $238,510 |
| 855244109 STARBUCKS CORP | $218,880 | $446,784 |
| 883556102 THERMO FISHER SCIENT | $151,533 | $581,923 |
| 988498101 YUM! BRANDS INC | $94,669 | $182,600 |
| 98850P109 YUM CHINA HOLDINGS I | $37,491 | $105,900 |
| 485170302 KANSAS CITY SOUTHERN | $142,696 | $235,079 |
| 235851102 DANAHER CORP | $156,645 | $753,655 |
| 29250N105 ENBRIDGE INC | $196,362 | $201,130 |
| 38141G104 GOLDMAN SACHS GROUP | $133,560 | $200,970 |
| 913017109 UNITED TECHNOLOGIES | ||
| H01301128 ALCON SA ACT NOM | $15,144 | $22,780 |
| 68902V107 OTIS WORLDWIDE CORP | $60,351 | $93,630 |
| 75513E101 RAYTHEON TECHNOLOGIE | $134,283 | $172,620 |
| 594918104 MICROSOFT CORP COM | $122,630 | $147,231 |
| N3167Y103 FERRARI NV | $51,361 | $67,193 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 746792407 PUTNAM INCOME FUND | AT COST | $650,000 | $692,653 |
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $249,938 | $421,961 |
| 464287176 ISHARES TIPS BOND ET | AT COST | $199,496 | $218,213 |
| 470259821 JAMES BALANCED GOLDE | |||
| 464287655 ISHARES RUSSELL 2000 | AT COST | $250,473 | $310,814 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $351,407 | $356,853 |
| 30254T759 FPA CRESCENT FUND | AT COST | $925,136 | $846,139 |
| 74676P698 PUTNAM SHORT DURATIO | AT COST | $488,246 | $490,209 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $106 | $0 | $106 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $202 | $0 | $202 |
| PARTNERSHIP EXPENSES | $1,893 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $1,339 | $0 |
| PARTNERSHIP INCOME | $58,909 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX COST ADJ | $2,213 |
| ROUINDING | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $86,849 | $52,109 | $34,740 |
| FAS FEES | $36,450 | $36,450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,329 | $7,329 | $0 |
| EXCISE TAX - PRIOR YEAR | $4,286 | $0 | $0 |
| EXCISE TAX ESTIMATES | $7,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $7 | $7 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $70 | $70 | $0 |
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