MAGNA CARTA FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MAGNA CARTA FOUNDATION (EIN 22-3875602)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-12
IRS object ID
202031339349101358
Schema version
2018v3.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-12T15:03:22-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223875602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAGNA CARTA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANDREW FURGATCHInCareOfNm
Business Name ControlMAGNBusinessNameControlTxt
Phone3109905437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 COPERTO DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW FURGATCHPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone3109905437PhoneNum
Signature2020-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephanie WilkinsonPreparerPersonNm
PTINP01231617PTIN
Phone8053748555PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,777,321FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$57,726DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,726DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,969NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$637,997GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,757TotalRevAndExpnssAmt
Total Net Invst Incm$53,726TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$3,400LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$3,400LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,382AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,691AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,691AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,453OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,138OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,691TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,229TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,086ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,086ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$97,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,691TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$92,315TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,064ExcessRevenueOverExpensesAmt
Net Investment Income$51,035NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$38,475SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,800SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$198,300USGovernmentObligationsBOYAmt
US Government Obligations EOY$195,108USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$195,108USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$964,559CorporateBondsBOYAmt
Corporate Bonds EOY$976,106CorporateBondsEOYAmt
Corporate Bonds EOYFMV$976,106CorporateBondsEOYFMVAmt
Other Investments BOY$594,360OtherInvestmentsBOYAmt
Other Investments EOY$584,307OtherInvestmentsEOYAmt
Other Investments EOYFMV$584,307OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,795,694TotalAssetsBOYAmt
Total Assets EOY$1,777,321TotalAssetsEOYAmt
Total Assets EOYFMV$1,777,321TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$8OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$8TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,795,694UnrestrictedBOYAmt
Unrestricted EOY$1,777,313UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,795,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,777,313TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,795,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,777,321TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,795,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,064ExcessRevenueOverExpensesAmt
Other Increases$24,683OtherIncreasesAmt
Subtotal$1,777,313SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,777,313TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
PUBLICLY TRADED SECURITIESP$15,691$18,656-$2,965-$2,965
PUBLICLY TRADED SECURITIESP$622,306$622,310-$4-$42018-09-07
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,969CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,461AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,837,000NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045433DistributionYr1Rt
Adjusted Qlfy Distri Yr2$82,708AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,873,786NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04414DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,590AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,791,219NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.028243DistributionYr3Rt
Adjusted Qlfy Distri Yr4$112,651AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,823,451NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061779DistributionYr4Rt
Adjusted Qlfy Distri Yr5$75,303AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,827,278NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04121DistributionYr5Rt
Total Distribution0.220805TotalDistributionRt
Average Distribution0.044161AverageDistributionRt
Net Vl Noncharitable Assets$1,786,356NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$78,887AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$510NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,397AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$92,315QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$510InvestmentIncomeExciseTaxAmt
Subtotal$510SubtotalAmt
Tax Based On Investment Income$510TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,308EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,808TotalPaymentsAndCreditsAmt
Overpayment$2,298OverpaymentAmt
Applied To ES Tax$2,298AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANDREW FURGATCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3109905437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 COPERTO DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREW L FURGATCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 COPERTO DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos8.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,758,771AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,788AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,813,559TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,813,559AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,203CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,786,356NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,318MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,318MinimumInvestmentReturnAmt
Tax Based On Investment Income$510TaxBasedOnInvestmentIncomeAmt
Total Tax$510TotalTaxAmt
Distributable Before Adj$88,808DistributableBeforeAdjAmt
Distributable Before Ded$88,808DistributableBeforeDedAmt
Distributable As Adjusted$88,808DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,315ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$92,315QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$510PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,805AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,808DistributableAsAdjustedAmt
Undistributed Income PY$76,300UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$92,315QualifyingDistributionsAmt
Applied To Year1$76,300AppliedToYear1Amt
Applied To Current Year$16,015AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$72,793UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASPCA
424 EAST 92ND STREETNEW YORKNY10128NONEPCGENERAL SUPPORT$1,000
THE BOYS AND GIRLS AID SOCIETY OF LOS ANGELES
760 WEST MOUNTAIN VIEW STREETALTADENACA91001NONEPCGENERAL SUPPORT$2,000
FRIENDS ACADEMY
DUCK POND ROADLOCUST VALLEYNY11560NONEPCGENERAL SUPPORT$1,000
GEORGETOWN UNIV LOMBARDI COMP CANCER CENTER
3300 WHITEHAVEN STREET NWWASHINGTONDC20007NONEPCGENERAL SUPPORT$5,000SUITE 4000
INNER CITY SCHOLARSHIP FUND
1011 1ST AVENUE SUITE 1400NEW YORKNY10022NONEPCGENERAL SUPPORT$2,000
JUNIATA COLLEGE
1700 MOORE STREET HUNTINGDONPHILADELPHIAPA16652NONEPCGENERAL SUPPORT$5,000
LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1401 NEW YORK AVENUE NWWASHINGTONDC20005NONEPCGENERAL SUPPORT$5,000SUITE 400
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263NONEPCGENERAL SUPPORT$1,000
SCARSDALE VOLUNTEER AMBULANCE
PO BOX 92SCARSDALENY10583NONEPCGENERAL SUPPORT$5,000
SPECTRUM INC
31 ELWOOD AVENUEBURLINGTONVT05401NONEPCGENERAL SUPPORT$5,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD NO 410SANTA MONICACA90403NONEPCGENERAL SUPPORT$2,000
UNIVERSITY OF MIAMI
6200 SAN AMARO DRIVE SUITE 300CORAL GABLEFL33146NONEPCGENERAL SUPPORT$5,000
Santa Monica College Foundation
1900 Pico BlvdSanta MonicaCA90405NONEPCGENERAL SUPPORT$5,000
California Wildlife Center
PO Box 2022MalibuCA90265NONEPCGENERAL SUPPORT$1,000
CONCERN FOUNDATION
11111 W Olympic Blvd Suite 214LOS ANGELESCA90064NONEPCGENERAL SUPPORT$1,086
Palisades PRIDE Inc
15332 Antioch Street 13Pacific PalisadesCA90272nonePCGENERAL SUPPORT$2,000
Bring On The Music Inc
4652 Hollywood BlvdLos AngelesCA90027nonePCGENERAL SUPPORT$2,000
T Colin Campbell Center for Nutrition Studies
PO Box 7256IthacaNY14851nonePCGeneral Support$2,000
The Ocean Cleanup North Pacific Foundation
8 West 40th Street 12th FloorNew YorkNY10018nonePCGeneral Support$2,000
Turtle Conservancy
1794 McNell RoadOjaiNY10012nonePCGeneral Support$1,000
Los Angeles Sports & Entertainment Commission
633 West 5th Street Suite 1800Los AngelesCA90071nonePCGeneral Support$17,500
Special Spirit Inc
9889 Helen AvenueSunlandCA91040nonePCGeneral Support$2,500
Viewpoint School
23620 Mulholland HighwayCalabasasCA91302nonePCGeneral Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,086TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$57,726ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,969ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,757ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,757TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,382Amt
Net Investment Income$2,691NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,691DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$8,142$8,142
100,000 SHS CELGENE CORP.$102,714$102,714
125,000 SHS CISCO SYSTEMS INC.$128,514$128,514
25,000 SHS EXELON CORP.$25,079$25,079
50,000 SHS JPMCC COML MTG SEC$53,798$53,798
125,000 SHS VENTAS REALTY LP$125,164$125,164
175,000 SHS FOUR TIMES SQUARE$170,539$170,539
25,000 SHS SCHLUMBERGER HOLDIN$25,806$25,806
75,000 SHS HARLEY DAVIDSON FIN$75,147$75,147
30,000 SHS HOME DEPOT INC.$30,511$30,511
125,000 SHS BERKSHIRE HATHAWAY$129,120$129,120
100,000 SHS SYMANTEC CORP.$101,572$101,572

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$87,361USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$87,361USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$107,747StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$107,747StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
59,376.580 SHS MSIF ULTRA-SHORFMV$0$0
583,839.443 SHS MSILF MONEY MAFMV$584,307$584,307

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,400LegalFeesAmt
Disbursements Charitable Prps$3,400DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$95$95
SOFTWARE FEE$99$99
REGISTERED AGENT FEES$944$944
OTHER EXPENSES$315

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$24,683Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$8EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,500Amt

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