BETA

GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GALE FAMILY FOUNDATION INC (EIN 95-4774225)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-08
IRS object ID
202011909349100911
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)
Return2020-07-08T13:21:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110960 WILSHIRE BLVD SUITE 1100AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954774225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GALE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGALEBusinessNameControlTxt
Phone3104770450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 24950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTINA J GALEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104770450PhoneNum
Signature2020-06-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS M GARCIAPreparerPersonNm
PTINP00166816PTIN
Phone3104770450PhoneNum
Preparation2020-06-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address172.91.73.91IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-29IPDt
IP Tm16:28:18IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD84ED059B14B2FBE17AFA3A1006882AC7E5B18EEAtSubmissionFilingDeviceId
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$782,260FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$31InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$31InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,352DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,899NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,432GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,899CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$27,282TotalRevAndExpnssAmt
Total Net Invst Incm$27,282TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,762OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,762OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$356TaxesRevAndExpnssAmt
Taxes Net Invst Incm$346TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,118TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,108TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,445ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,445ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,563TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,108TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,281ExcessRevenueOverExpensesAmt
Net Investment Income$24,174NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,053CashBOYAmt
Cash EOY$3,612CashEOYAmt
Cash EOYFMV$3,612CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,965SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,689SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,689SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$284,821CorporateStockBOYAmt
Corporate Stock EOY$345,897CorporateStockEOYAmt
Corporate Stock EOYFMV$345,897CorporateStockEOYFMVAmt
Corporate Bonds BOY$408,295CorporateBondsBOYAmt
Corporate Bonds EOY$419,062CorporateBondsEOYAmt
Corporate Bonds EOYFMV$419,062CorporateBondsEOYFMVAmt
Total Assets BOY$713,134TotalAssetsBOYAmt
Total Assets EOY$782,260TotalAssetsEOYAmt
Total Assets EOYFMV$782,260TotalAssetsEOYFMVAmt
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$713,134RetainedEarningBOYAmt
Retained Earning EOY$782,260RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$713,134TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$782,260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$713,134TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$782,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$713,134TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,281ExcessRevenueOverExpensesAmt
Other Increases$82,407OtherIncreasesAmt
Subtotal$782,260SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$782,260TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITITESP$10,700$10,533$167$167
CAPITAL GAINS DIVIDENDSP$3,732$3,732$3,732
FieldValueIRS element (for citing)
Capital Gain Net Income$3,899CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,907AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$752,812NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050354DistributionYr1Rt
Adjusted Qlfy Distri Yr2$37,404AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$770,172NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048566DistributionYr2Rt
Adjusted Qlfy Distri Yr3$38,947AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$751,694NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051812DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,647AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$786,336NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050420DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,755AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$822,952NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049523DistributionYr5Rt
Total Distribution0.250675TotalDistributionRt
Average Distribution0.050135AverageDistributionRt
Net Vl Noncharitable Assets$754,611NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$37,832AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$242NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,074AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,455QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$483InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$483SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$817EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$817TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$334OverpaymentAmt
Applied To ES Tax$334AppliedToESTaxAmt
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 BooksMOSS ADAMS LLPIndividualWithBooksNm
Phone3104770450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 24950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TINA J GALE
PO BOX 24950LOS ANGELESCA90024PRESIDENT/DIRECTOR1.00$0$0$0
M ROBERT GALE
PO BOX 24950LOS ANGELESCA90024SECRETARY/DIRECTOR/CFO1.00$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$749,143AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,960AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$766,103TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$766,103AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,492CashDeemedCharitableAmt
Net Vl Noncharitable Assets$754,611NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,731MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,731MinimumInvestmentReturnAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Total Tax$483TotalTaxAmt
Distributable Before Adj$37,248DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,248DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,248DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,455ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,455QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,455AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,248DistributableAsAdjustedAmt
Undistributed Income PY$37,442UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$37,455QualifyingDistributionsAmt
Applied To Year1$37,442AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13AppliedToCurrentYearAmt
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
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$37,235UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTINA J GALEContributingManagerNm
Contributing ManagerM ROBERT GALEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NONEPCTO PROMOTE PROGRAMS THAT HELP PREVENT CATS AND DOGS FROM ENTERING SHELTERS AND SUPPORTING A NATIONWIDE NO-KILL INITIATIVE$9,895
FRIENDS OF THE MONTECITO LIBRARY
PO BOX 5788SANTA BARBARACA93150NONEPCTO HELP PROVIDE FUNDING NEEDED TO KEEP THE LIBRARY OPEN AND TO HELP FUND EDUCATIONAL PROGRAMMING$250
GARY SINISE FOUNDATION
PO BOX 368WOODLAND HILLSCA91365NONEPCTO SERVE THE NATION BY HONORING ITS DEFENDERS, VETERANS, 1ST RESPONDERS, THEIR FAMILIES & THOSE IN NEED$2,000
GUIDE DOGS OF AMERICA
13445 GLENOAKS BOULEVARDSYLMARCA91342NONEPCTO EMPOWER PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED TO LIVE WITH GREATER CONFIDENCE, MOBILITY AND INDEPENDENCE BY PROVIDING FREE GUIDE DOGS$2,000
GUIDE DOG FOUNDATION
371 E JERICHO TURNPIKESMITHTOWNNY11787NONEPCTO PROVIDE GUIDE AND SERVICE DOGS FREE OF CHARGE TO PEOPLE WITH DISABILITIES$1,000
HEARST CASTLE PRESERVATION FOUNDATION
BISHOP RANCH 6 - 2440 CAMINO RAMONSAN RAMONCA94583NONEPCTO CONSERVE AND PROMOTE HEARST CASTLE$500SUITE 130
HOMES FOR OUR TROOPS
6 MAIN STREETTAUNTONMA02780NONEPCTO BUILD AND DONATE SPECIALLY ADAPTED HOMES NATIONWIDE FOR INJURED VETERANS.$1,000
JDRF ONE WALK
200 VESEY STREET 28TH FLOORNEW YORKNY10281NONEPCTO ACCELERATE LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT, AND TREAT TYPE 1 DIABETES AND ITS COMPLICATIONS$1,000
JEWISH FAMILY SERVICE
3580 WILSHIRE BLVD SUITE 700LOS ANGELESCA90010NONEPCTO STRENGTHEN AND PRESERVE INDIVIDUAL, FAMILY AND COMMUNITY LIFE BY PROVIDING A WIDE RANGE OF NEEDED HUMAN SERVICES TO PEOPLE IN THE COMMUNITY AT EVERY STAGE OF THE LIFE CYCLE, ESPECIALLY THOSE WHO ARE POOR AND DISADVANTAGED$500
JUDICIAL WATCH
425 THIRD ST SW SUITE 800WASHINGTONDC20024NONEPCTO EDUCATE AMERICANS ABOUT CORRUPTION IN GOVERNMENT AND HOW TO STOP IT$5,000
K9 FOR WARRIORS
114 CAMP K9 ROADPONTE VEDRAFL32081NONEPCTO PROVIDE SERVICE CANINES TO VETERANS SUFFERING FROM POST-TRAUMATIC STRESS DISORDER$6,000
MIRACLE LEAGUE OF LAS VEGAS
101 S RANCHO DRIVELAS VEGASNV89106NONEPCTO PROVIDE A SAFE ENVIRONMENT FOR PEOPLE WITH COGNITIVE AND/OR PHYSICAL CHALLENGES THE OPPORTUNITY TO PLAY BASEBALL$200
PACIFIC RESEARCH INSTITUTE
101 MONTGOMERY STREETSAN FRANCISCOCA94104NONEPCTO CHAMPION FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY IDEAS$2,000
PATRIOT PAWS SERVICE DOGS
254 RANCH TRAILROCKWALLTX75032NONEPCTO TRAIN AND PROVIDE SERVICE DOGS AT NO COST TO DISABLED AMERICAN VETERANS AND OTHERS WITH MOBILE DISABILITIES$1,000
PETS IN NEED
871 5TH AVENUEREDWOOD CITYCA94063NONEPCTO ADVANCE THE NON-KILL MOVEMENT AND REDUCE PET HOMELESSNESS$2,000
PROJECT VERITAS
PO BOX 98217WASHINGTONDC20077NONEPCTO EXPOSE POLITICAL CORRUPTION$1,000
SANTA BARBARA FOUNDATION
1111 CHAPALA STREET SUITE 200SANTA BARBARACA93101NONEPCTO IDENTIFY CHALLENGES TO PEOPLE IN SANTA BARBARA COUNTY AND THROUGH WORKING WITH OTHER NONPROFITS TO SUPPORT INITIATIVES TO ADDRESS THOSE BURDENS$750
THE FOUNDATION FOR AIDS RESEARCH
120 WALL STREET 13TH FLOORNEW YORKNY10005NONEPCTO SUPPORT HIV RESEARCH, PREVENTION, TREATMENT EDUCATION, AND ADVOCACY$600
WESPARK CANCER SUPPORT CENTER
13522 VENTURA BLVDSHERMAN OAKSCA91423NONEPCTO PROVIDE FREE SERVICES TO PEOPLE OF ALL AGES, RACES, AND ECONOMIC CIRCUMSTANCES WHOSE LIVES HAVE BEEN AFFECTED BY CANCER$250
ZABS PLACE
6619 SARDIS ROADCHARLOTTENC28270NONEPCTO HELP YOUNG PEOPLE WITH SPECIAL NEEDS DEVELOP THEIR SKILLS AND TALENTS TO HELP THEM TRANSITION FROM SCHOOL TO THE ADULT WORKING WORLD$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,445TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,352ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,899ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,282ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,282TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4,337 SHARES AMERICAN BEACON SIM HIGH YLD OPPS Y CL$41,293$41,293
35,531 SHARES METROPOLITAN WEST TOTAL RETURN CLASS I$377,769$377,769

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,467 SHARES BARON EMERGING MARKETS FUND INSTL$51,141$51,141
2,031 SHARES DFA GLOBAL REAL ESTATE SEC PORTFOLIO$23,942$23,942
6,952 SHARES DFA INTERNATIONAL CORE EQUITY$96,007$96,007
5,892 SHARES DFA US CORE EQUITY I$152,772$152,772
1,396 SHARES LAZARD GLOBAL LISTED INFRASTRUCTURE PORT$22,035$22,035

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$82,407Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$2,762Amt
Net Investment Income$2,762NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$346$346$0
FRANCHISE TAX$10$0$10

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