PAUL AND LEA LEVINE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND LEA LEVINE FOUNDATION (EIN 74-2936686)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-03
- IRS object ID
- 202021859349100312
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-03T15:29:26-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822731003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hayes Hart CPAs Wealth Management Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 B Avenue Suite 211 | AddressLine1Txt |
| City | Coronado | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921183424 | 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 | 742936686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Levine Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 6194354426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 181173 | AddressLine1Txt |
| City | Coronado | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92178 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William J Maxam | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John M Hart CPA | PreparerPersonNm |
| PTIN | P00013328 | PTIN |
| Phone | 6194354195 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,930,577 | 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 | $951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $951 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $951 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $103,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,902 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $103,902 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $314,463 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,053,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,463 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $419,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,316 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,853 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $134,136 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $107,566 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $26,570 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,936 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,468 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,468 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,562 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $12,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $6,300 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $80 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,750 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,875 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $3,875 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $541 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $540 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $161,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $40,395 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $40,395 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,923 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,458 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $242,919 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $5,492,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,272,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,930,577 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,542,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,515,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,930,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,542,552 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,515,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,542,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,515,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,542,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,515,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,542,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,271 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,522,281 | SubtotalAmt |
| Other Decreases | $7,257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,515,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LPL Financial ST | P | 2019-01-01 | 2019-01-01 | $437,582 | $390,420 | $47,162 | $47,162 |
| SPDR Gold Trust Gold ETF | P | 2000-01-01 | 2019-01-01 | $89 | $89 | ||
| LPL Financial ST | P | 2019-01-01 | 2019-01-01 | $471,872 | $463,911 | $7,961 | $7,961 |
| LPL Financial LT | P | 2000-01-01 | 2019-01-01 | $132,454 | $116,411 | $16,043 | $16,043 |
| Wells Fargo ST | P | 2019-01-01 | 2019-01-01 | $2,513,971 | $2,590,216 | -$76,245 | -$76,245 |
| Wells Fargo LT | P | 2000-01-01 | 2019-01-01 | $1,200,270 | $883,392 | $316,878 | $316,878 |
| Wells Fargo ST | P | 2019-01-01 | 2019-01-01 | $2,114,074 | $2,107,771 | $6,303 | $6,303 |
| Wells Fargo LT | P | 2000-01-01 | 2019-01-01 | $183,050 | $186,737 | -$3,687 | -$3,687 |
| Capital gain distributions | P | 2000-01-01 | 2019-01-01 | $48 | $48 | $48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,463 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,819 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $256,643 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $224,456 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $181,100 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $136,500 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $174,936 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets | $5,610,187 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,979 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,900 | 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 | $2,979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,979 | SubtotalAmt |
| Tax Based On Investment Income | $2,979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,501 | OverpaymentAmt |
| Applied To ES Tax | $1,501 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | TX | 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 | William Maxam APC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6194354426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Post Office Box 182076 | AddressLine1Txt |
| City | Coronado | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92178 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| William J Maxam | ||||||
| Post Office Box 181173 | Coronado | CA | 92178 | President | 2.00 | $34,593 |
| Morse Wealth Management LLC | ||||||
| 5520 Wellesley Street Ste 206 | La Mesa | CA | 91942 | Agent | 2.00 | $80,996 |
| John Hart | ||||||
| 1001 B Avenue Ste 211 | Coronado | CA | 92118 | Secretary | 1.00 | $9,273 |
| Joseph Morse | ||||||
| 5520 Wellesley Street Ste 206 | La Mesa | CA | 91942 | VP | 1.00 | $9,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joan Kelly | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7658 Seneca Place | AddressLine1Txt |
| City | La Mesa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91941 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Consultant | ServiceTypeTxt |
| Compensation | $12,600 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,611,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,695,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,695,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,610,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,979 | TotalTaxAmt |
| Distributable Before Adj | $277,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $277,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $277,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $277,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,979 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $274,921 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,530 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $177,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $136,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $181,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $226,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $261,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $982,300 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,900 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $277,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $370 | RemainingDistriFromCorpusAmt |
| Total Corpus | $982,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $177,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $805,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $136,500 | ExcessFromYear4Amt |
| Excess From Year3 | $181,100 | ExcessFromYear3Amt |
| Excess From Year2 | $226,100 | ExcessFromYear2Amt |
| Excess From Year1 | $261,100 | ExcessFromYear1Amt |
| Excess From Current Year | $370 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abandoned and Feral Cat Friends | |||||||
| PO Box 240052 | Honolulu | HI | 96824 | None | Public Ch | General Purpose | $2,500 |
| Abandoned Pet Rescue | |||||||
| 1137 NE 9th Avenue | Fort Lauderdale | FL | 33304 | None | Public Ch | General Purpose | $1,200 |
| Animal Samaritans SPCA | |||||||
| PO Box 513 | Thousand Palms | CA | 92276 | None | Public Ch | General Purpose | $1,800 |
| Colorado State Vet Med | |||||||
| 1601 Campus Delivery | Fort Collins | CO | 80523 | None | Public Un | General Purpose | $17,500 |
| College of Veterninary Medicine Cor | |||||||
| PO Box 39 | Ithica | NY | 14853 | None | Public Un | General Purpose | $14,000 |
| Coronado Cares | |||||||
| PO Box 181033 | Coronado | CA | 92178 | None | Public Ch | General Purpose | $3,500 |
| Face Foundation | |||||||
| 10455 Sorrento Valley Road Suite 2 | San Diego | CA | 92121 | None | Public Ch | General Purpose | $1,200 |
| Feral Cat Coalition | |||||||
| 9528 Miramar Road 160 | San Diego | CA | 92126 | None | Public Ch | General Purpose | $1,800 |
| Feral Cat Foundation | |||||||
| PO Box 1173 | Alamo | CA | 94507 | None | Public Ch | General Purpose | $1,200 |
| Florida's Forgotten Felines Inc | |||||||
| 6746 Osborne Drive | Lantana | FL | 33462 | None | Public Ch | General Purpose | $1,200 |
| Friends of Cats | |||||||
| 15587 Olde Highway 80 | El Cajon | CA | 92021 | None | Public Ch | General Purpose | $5,000 |
| Hawaii Cat Foundation | |||||||
| PO Box 10696 | Honolulu | HI | 96816 | None | Public Ch | General Purpose | $2,500 |
| Dee's Rescue | |||||||
| 941 W Evan Hewes Hwy | El Centro | CA | 92243 | None | Public Ch | General Purpose | $7,500 |
| Lion Tigers Bears | |||||||
| 24402 Martin Way | Alpine | CA | 91901 | None | Public Ch | General Purpose | $8,000 |
| Loving All Animals | |||||||
| 73550 Allesandro | Palm Desert | CA | 92260 | None | Public Ch | General Purpose | $1,800 |
| MEOW | |||||||
| 10600 NE 68th Suite F | Kirkland | WA | 98033 | None | Public Ch | General Purpose | $1,200 |
| Paws of Coronado | |||||||
| PO Box 180956 | Coronado | CA | 92178 | None | Public Ch | General Purpose | $2,600 |
| Paws of San Diego | |||||||
| 6161 Fairmont Avenue Suite I | San Diego | CA | 92120 | None | Public Ch | General Purpose | $3,500 |
| San Diego Humane Society | |||||||
| 5500 Gaines Street | San Diego | CA | 92110 | None | Public Ch | General Purpose | $9,800 |
| Spay Neuter Action Project | |||||||
| PO box 235287 | Encinitas | CA | 92023 | None | Public Ch | General Purpose | $1,200 |
| The Funds for Animals | |||||||
| 18740 Higland Valley Road | Ramona | CA | 92065 | None | Public Ch | General Purpose | $1,200 |
| Tiger Haven | |||||||
| 237 Harvey Road | Kingston | TN | 37763 | None | Public Ch | General Purpose | $2,500 |
| UC Davis School Vet Med Office Dean | |||||||
| PO Box 1167 | Davis | CA | 95617 | None | Public Un | General Purpose | $80,000 |
| UC Regents Davis Vet Medical Center | |||||||
| 10435 Sorrento Valley Road Ste 101 | San Diego | CA | 92121 | None | Public Un | General Purpose | $18,000 |
| University of Florida College of Ve | |||||||
| PO Box 100125 | Gainsville | FL | 32610 | None | Public Un | General Purpose | $10,000 |
| East County Animal Rescue | |||||||
| Post Office Box 1754 | El Cajon | CA | 92022 | None | PC | General Purpose | $1,200 |
| Fix Nation Inc | |||||||
| 7680 Clayborn Avenue | Loas Angeles | CA | 91352 | None | PC | General Purpose | $5,000 |
| Living Free Animal Sanctuary | |||||||
| 54250 Keen Camp Road | Mountain Center | CA | 92561 | None | PC | General Purpose | $3,000 |
| Roar Foundation | |||||||
| PO Box 189 | Acton | CA | 93510 | None | EOF | General Purpose | $2,000 |
| SPOT | |||||||
| PO Box 388 | San Luis Rey | CA | 92068 | PC | General Purpose | $1,500 | |
| Love Your Feral Felines | |||||||
| PO Box 1333 | Bonsall | CA | 92003 | PC | General Purpose | $1,500 | |
| Panhandle Animal Shelter | |||||||
| 870 Koontenai Cut-Off Rd | Pondaray | ID | 83852 | None | PC | General Purpose | $1,500 |
| The Cat House on the Kings | |||||||
| 7120 S Kings River Rd | Parlier | CA | 93648 | None | PC | General Purpose | $2,500 |
| Ohio State University | |||||||
| 127 G Vet Med Bldg 1900 Coffee Rd | Columbus | OH | 43210 | None | PC | General Purpose | $22,500 |
| Lanai Cat Sanctuary | |||||||
| PO Box 631577 | Lanai City | HI | 96763 | PC | General Purpose | $2,500 | |
| NCVMF | |||||||
| 1060 William Moore Drive | Raleigh | NC | 27607 | None | POF | General Purpose | $10,000 |
| The Little Angels Project | |||||||
| 29348 Roadside Drive Unit B | Agoura Hills | CA | 91301 | None | PC | General Purpose | $2,500 |
| UW Found Feline Health Fund | |||||||
| 1848 University Avenue | Madison | WI | 53726 | None | Public Un | General Purpose | $10,000 |
| Best Friends Animal Society | |||||||
| 5001 Angel Canyon road | Kanab | UT | 84741 | None | PC | General Purpose | $5,000 |
| Northern Colorado Friends of Ferals | |||||||
| 4820 Eagle Lake Drive | Fort Collins | CO | 80524 | PC | General Purpose | $5,000 | |
| Saint Martins Animal Foundation | |||||||
| 14928 Bassett Street | Van Nuys | CA | 91405 | POF | General purpose | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,902 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $101 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $314,463 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $104,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $314,463 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,417 | TotalIncomeProducingActyAmt |
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 and accounting services | CategoryTxt |
| Amt | $3,125 | Amt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,562 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $2,936 | LegalFeesAmt |
| Net Investment Income | $1,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,468 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal taxes not deducted on return | Desc |
| Amt | $7,257 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Administrative expenses | $949 | $475 | $474 |
| Filing fees | $26 | $13 | $13 |
| Rental Expenses | $106 | $53 | $53 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $101 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Charitable consultant | CategoryTxt |
| Amt | $12,600 | Amt |
| Net Investment Income | $6,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80 | AdjustedNetIncomeAmt |
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