HENRY & ARLINE GLUCK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HENRY & ARLINE GLUCK FOUNDATION (EIN 95-4509348)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-15
IRS object ID
202001979349100940
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-15T13:13:43-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680300457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACIAS GINI & O'CONNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST STE 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900672935ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954509348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY AND ARLINE GLUCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone3102773373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900672935ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY GLUCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102773373PhoneNum
Signature2020-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BLAKEMANPreparerPersonNm
PTINP01053938PTIN
Phone3102773373PhoneNum
Preparation2020-07-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.175.34.30IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-15IPDt
IP Tm11:29:07IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id634B8FCBEF590A5F1C246015C600CF1A35CDF08FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,022,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$77,727DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,727DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$66,270NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,372GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$66,270CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$143,997TotalRevAndExpnssAmt
Total Net Invst Incm$143,997TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$89OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$39OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$99TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$60TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$205,072ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$205,072ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$205,171TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$205,132TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$61,174ExcessRevenueOverExpensesAmt
Net Investment Income$143,958NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$53,515CashBOYAmt
Cash EOY-$35,099CashEOYAmt
Cash EOYFMV-$35,099CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,315SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,575SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,575SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,347,714CorporateStockBOYAmt
Corporate Stock EOY$1,314,188CorporateStockEOYAmt
Corporate Stock EOYFMV$2,002,124CorporateStockEOYFMVAmt
Total Assets BOY$1,402,544TotalAssetsBOYAmt
Total Assets EOY$1,334,664TotalAssetsEOYAmt
Total Assets EOYFMV$2,022,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,402,544RetainedEarningBOYAmt
Retained Earning EOY$1,334,664RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,402,544TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,334,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,402,544TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,334,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,402,544TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$61,174ExcessRevenueOverExpensesAmt
Other Increases$737OtherIncreasesAmt
Subtotal$1,342,107SubtotalAmt
Other Decreases$7,443OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,334,664TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property2,500.00 SHRS OF DOUGLAS EMMETTPropertyDesc
Acquired2011-01-21AcquiredDt
Sold2019-06-04SoldDt
Gross Sales Price$99,372GrossSalesPriceAmt
Cost Or Other Basis$33,102CostOrOtherBasisAmt
Gain Or Loss$66,270GainOrLossAmt
Gains Minus Excess Or Losses$66,270GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$66,270CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,648AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,177,493NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045763DistributionYr1Rt
Adjusted Qlfy Distri Yr2$229,678AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,261,046NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.101580DistributionYr2Rt
Adjusted Qlfy Distri Yr3$132,132AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,383,512NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055436DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,677AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,399,254NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039461DistributionYr4Rt
Adjusted Qlfy Distri Yr5$103,154AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,282,976NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045184DistributionYr5Rt
Total Distribution0.287424TotalDistributionRt
Average Distribution0.057485AverageDistributionRt
Net Vl Noncharitable Assets$2,016,000NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$115,890AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,440NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$117,330AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$205,132QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,440InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,440SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,440TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,760OverpaymentAmt
Applied To ES Tax$2,760AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMACIAS GINI O'CONNELL LLPIndividualWithBooksNm
Phone3102773373PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY GLUCK
2029 CENTURY PARK EAST STE 1500LOS ANGELESCA90067DIR./PRES.0.50$0$0$0
ARLINE GLUCK
2029 CENTURY PARK EAST STE 1500LOS ANGELESCA90067DIR./V.P/SEC.0.50$0$0$0
TRACEY GLUCK
2121 N BEVERLY DRIVEBEVERLY HILLSCA90210DIR./CFO/SEC.0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,980,346AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,355AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,046,701TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,046,701AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,701CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,016,000NetVlNoncharitableAssetsAmt
Minimum Investment Return$100,800MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$100,800MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,440TaxBasedOnInvestmentIncomeAmt
Total Tax$1,440TotalTaxAmt
Distributable Before Adj$99,360DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,360DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,360DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,132ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$205,132QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,440PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$203,692AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,360DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,396ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,396TotalExcessDistributionCyovAmt
Qualifying Distributions$205,132QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$105,772RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$107,168TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,168ExcessDistriCyovToNextYrAmt
Excess From Year2$1,396ExcessFromYear2Amt
Excess From Current Year$105,772ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY GLUCKContributingManagerNm
Contributing ManagerARLINE GLUCKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHENRY ARLINE GLUCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3102773373RecipientPhoneNum
Form And Info And MaterialsSUBMISSIONS SHOULD BE IN WRITING & INCLUDE STATEMENT OF CHARITABLE PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANTI DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPUBLIC CHARITYGENERAL CONTRIBUTION$5,000
BEL AIR ASSOCIATION
100 BEL AIR ROADLOS ANGELESCA90077NONEPUBLIC CHARITYGENERAL CONTRIBUTION$500
DOBERMAN RESCUE
8900 NORRIS AVENUESUN VALLEYCA91352NONEPUBLIC CHARITYGENERAL CONTRIBUTION$1,000
MGVP
1876 MANSION HOUSE DRBALTIMOREMD21217NONEPUBLIC CHARITYGENERAL CONTRIBUTION$4,000
MASKET FOUNDATION
2080 CENTURY PARK EASTLOS ANGELESCA90067NONEPUBLIC CHARITYGENERAL CONTRIBUTION$2,400
OPEN HEART FOUNDATION
5172 N AIR DEPOT BLVDEDMONDOK73034NONEPUBLIC CHARITYGENERAL CONTRIBUTION$10,000
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
SLS COMMUNITY
4375 N VANTAGE DR SUITE 104FAYETTEVILLEAR72703NONEPUBLIC CHARITYGENERAL CONTRIBUTION$390
THE UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900LOS ANGELESCA90024NONEPUBLIC CHARITYGENERAL CONTRIBUTION$148,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
VENABLES FOUNDATION
201 POST STREET SUITE 200SAN FRANCISCOCA94108NONEPUBLIC CHARITYGENERAL CONTRIBUTION$7,282
WAGS AND WALKS RESCUE
8721 SANTA MONICA BLVD 344W HOLLYWOODCA90069NONEPUBLIC CHARITYGENERAL CONTRIBUTION$8,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHARITYGENERAL CONTRIBUTION$18,300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$205,072TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,727ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$66,270ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$143,997ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$143,997TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER HERE TO ELECT UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEAR BEFORE 2016 OR TO APPLY TO CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8,000 SHRS OF BANK OF AMERICA$309,899$281,760
5,564 SHRS OF SIMON PROPERTY GROUP INC$412,188$828,813
3,000 SHRS OF JPMORGAN CHASE & CO.$105,847$418,200
1,600 SHRS OF OCCIDENTAL PETE CORP$146,546$65,936
1,200 SHRS OF DOUGLAS EMMETT INC$16,092$52,680
3,500 SHRS OF INTEL CORP$161,283$209,475
2,700 SHRS OF WELL FARGO & CO$162,333$145,260

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNON-DEDUCTIBLE EXPENSESDesc
Amt$7,443Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$39$39$0
OFFICE EXPENSES$50$0$50

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT IN CASHDesc
Amt$737Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXESCategoryTxt
Amt$10Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

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