KATHLEEN MAURER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KATHLEEN MAURER FOUNDATION (EIN 47-1616467)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-09
- IRS object ID
- 202031619349100428
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-09T13:16:18-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330684234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carpenter Petersen & Associates CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26020 Towne Centre Drive | AddressLine1Txt |
| City | Foothill Ranch | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471616467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN MAURER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 9499513200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14417 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Rorrer | PersonNm |
| Person Title | CEO/DIRECTOR/TT | PersonTitleTxt |
| Signature | 2020-06-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gino Galante | PreparerPersonNm |
| PTIN | P00170369 | PTIN |
| Phone | 9499513200 | PhoneNum |
| 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 | $1,707,878 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,466 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,466 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,466 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,587 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,587 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,587 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,465 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $206 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $69,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,518 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,259 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $374 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $94 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $280 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,449 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,346 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,280 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,505 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $914 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $914 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,559 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,530 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,259 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,462 | CashBOYAmt |
| Cash EOY | $61,874 | CashEOYAmt |
| Cash EOYFMV | $61,874 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,046,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,011,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,135 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,671 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,367 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,568,869 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,175,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,707,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,175,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,148,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,175,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,175,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,148,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,175,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,148,702 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,148,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITIBANK | P | 2019-06-30 | 2019-12-31 | $5,805 | $5,470 | $335 | $335 |
| CITIBANK | P | 2017-01-01 | 2019-12-31 | $112,614 | $102,675 | $9,939 | $9,939 |
| CITIBANK | P | 2019-06-30 | 2019-12-31 | $16,907 | $17,037 | -$130 | -$130 |
| CITIBANK | P | 2017-01-01 | 2019-12-31 | $22,360 | $6,929 | $15,431 | $15,431 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2017-01-01 | 2019-12-31 | $10,889 | $10,889 | $10,889 | |
| Wash Sale | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,465 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $206 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,572,093 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06590 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,305 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,498,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07227 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,401 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,275,719 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02305 | DistributionYr3Rt |
| Total Distribution | 0.161213 | TotalDistributionRt |
| Average Distribution | 0.053738 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,538,557 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $436 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,279 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $872 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $872 | SubtotalAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $894 | TaxDueAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINO GALANTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9499513200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26020 TOWNE CENTRE DRIVE | AddressLine1Txt |
| City | FOOTHILL RANCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92610 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Ann Rorrer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3609 E2nd Street 403 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO/Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,527,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,561,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,561,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,538,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $872 | TotalTaxAmt |
| Distributable Before Adj | $76,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,279 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,279 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $70,279 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,056 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $39,231 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $34,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,203 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,279 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,279 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,777 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,777 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,843 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $93,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,454 | ExcessFromYear4Amt |
| Excess From Year2 | $34,186 | ExcessFromYear2Amt |
| Excess From Year1 | $26,203 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OLIVE CREST | |||||||
| 917 PINE AVENUE | LONG BEACH | CA | 90813 | DONEE | 501(c)(3) | TO SUPPORT CRITICAL PROGRAMS THAT PROVIDE SHELTER, TREATMENT AND CARE FOR AT-RISK YOUTH. | $5,400 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90017 | DONEE | 501(C)(3) | FOR RESEARCH ON NEW MEDICAL, CANCER AND DIABETES TREATMENTS FOR CHILDREN. | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE SECOND FLOOR | NEW YORK CITY | NY | 10001 | DONEE | 501(C)(3) | FOR THE MEDICAL ASSISTANCE AND TREATMENT OF CHILDRENS HEALTH ISSUES. | $20,000 |
| GARFIELD HIGH SCHOOL | |||||||
| 5101 E 6TH STREET | LOS ANGELES | CA | 90022 | DONEE | 501(C)(3) | DONATE TO THE HIGH SCHOOL'S SCHOLARSHIP FUND. | $18,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,675 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,466 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,587 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,464 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $33,053 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,464 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,517 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GENERATED BY PRUDENT INVESTING OF FUNDS AND FUNDS ON HAND PRIOR TO EXPENDITURE. | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,795 | Amt |
| Net Investment Income | $1,449 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,346 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $374 | LegalFeesAmt |
| Net Investment Income | $94 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $280 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $787 | $787 |
| MEALS & ENTERTAINMENT | $550 | $550 |
| MISCELLANEOUS EXPENSE | $393 | $393 |
| POSTAGE | $829 | $829 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $24,280 | Amt |
| Net Investment Income | $24,280 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $103 | $103 | |
| OTHER TAXES | $45 | $45 | |
| PAYROLL TAXES | $1,460 | $1,460 |
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