DILLON HENRY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DILLON HENRY FOUNDATION (EIN 26-0869143)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202033089349100843
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T19:16:37-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK E 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 260869143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DILLON HENRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DILL | BusinessNameControlTxt |
| Phone | 3104592689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 LATIMER ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRIET ZARETSKY | PersonNm |
| Person Title | OFFICER/DIRECTOR | PersonTitleTxt |
| Phone | 3104592689 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.94.4.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 12:11:35 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1FECEE4CE7AFDE2AA2385BFCD43A2AF76087AB9E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $562,173 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $111,117 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $468,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,585 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,182 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,591 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,591 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,954 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,954 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,931 | CashBOYAmt |
| Cash EOY | $44,926 | CashEOYAmt |
| Cash EOYFMV | $44,926 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $119,267 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $119,255 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $254,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,460 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,618 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $205,774 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $253,702 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,374 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $503,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,355 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $562,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $503,075 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $477,355 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $503,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $477,355 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $503,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $477,355 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $503,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,720 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $477,355 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $477,355 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES- DETAIL AVAILABLE UPON REQUEST | $101,011 | $84,297 | $16,714 | $16,714 |
| PUBLICLY TRADED SECURITIES- DETAIL AVAILABLE UPON REQUEST | $367,367 | $381,714 | -$14,347 | -$14,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,367 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,827 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $413,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.819228 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $232,517 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $341,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.680007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,805 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $261,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.220884 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,018 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $268,331 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.171497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $270,858 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.132911 | DistributionYr5Rt |
| Total Distribution | 2.024527 | TotalDistributionRt |
| Average Distribution | 0.404905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $530,186 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $214,675 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $214,683 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DILLONSLIST.ORG | WebsiteAddressTxt |
| Individual With Books | GURSEY SCHNEIDER LLP | IndividualWithBooksNm |
| Phone | 3105520960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRIET ZARETSKY | ||||||||
| 801 LATIMER RD | SANTA MONICA | CA | 90402 | OFFICER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN HENRY | ||||||||
| 801 LATIMER RD | SANTA MONICA | CA | 90402 | OFFICER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAYLOR HENRY | ||||||||
| 801 LATIMER RD | SANTA MONICA | CA | 90402 | OFFICER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $496,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $538,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $538,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $530,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15 | TotalTaxAmt |
| Distributable Before Adj | $26,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,601 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,420 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $318,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $633,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,051 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $744,555 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $722,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,601 | ExcessFromYear4Amt |
| Excess From Year3 | $44,720 | ExcessFromYear3Amt |
| Excess From Year2 | $215,420 | ExcessFromYear2Amt |
| Excess From Year1 | $318,253 | ExcessFromYear1Amt |
| Excess From Current Year | $111,051 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRIET ZARETSKY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HARRIET ZARETSKY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 LATIMER ROAD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104592689 | RecipientPhoneNum |
| Form And Info And Materials | SEE ITEM 2D BELOW. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION GRANTS SCHOLARSHIPS TO QUALIFIED INDIVIDAUALS WITH THE FOLLOWING CRITERIA: 1. ANY GRADUATING SENIOR AT PALISADES CHARTER HIGH SCHOOL WHO WILL ATTEND A 2 OR 4 YEARS COLLEGE OR UNIVERSIY 2. THE APPLICANT MUST HAVE ATTENDED PALISADES HIGH FOR AT LEAST 2 YEARS 3. THE APPLICANT IS REQUIRED TO SUBMIT AN ESSAY, AND COMPLETE AN APPLICATION ALONG WITH ONE LETTER OF RECOMMENDATION FROM A TEACHER, COUNSELOR, EMPLOYER OR COMMUNITY LEADER 4. THE APPLICANT HAS FIANCIAL NEEDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION KIVU INC | |||||||
| 4470 W SUNSET BLVD SUITE 160 | LOS ANGELES | CA | 90027 | NONE | 501 (C)(3) | GENERAL SUPPORT | $73,729 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| CAL STATE CHANNEL ISLANDS | |||||||
| 1 UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| CALVIN COLLEGE | |||||||
| 3201 BURTON SE | GRAND RAPIDS | MI | 49546 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | 501 (C)(3) | GENERAL SUPPORT | $1,000 |
| CLAREMONT MCKENNA COLLEGE | |||||||
| 888 COLUMBIA AVE | CLAREMONT | CA | 91711 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| COLGATE UNIVERSTIY | |||||||
| 18 OAK DRIVE | HAMILTON | NY | 13346 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF CALIFORNIA - BERKLEY | |||||||
| PO BOX 774 | BERKLEY | CA | 94701 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF CALIFORNIA - IRVINE | |||||||
| UC IRVINE | IRVINE | CA | 92697 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF CALIFORNIA - LOS ANGELES | |||||||
| UC LOS ANGELES | LOS ANGELES | CA | 93106 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF CALIFORNIA - SANTA BARBARA | |||||||
| UC SANTA BARBARA | SANTA BARBARA | CA | 93106 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF LA VERNE | |||||||
| 1950 THIRD STREET | LA VERNE | CA | 91750 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| WITNESS | |||||||
| 80 HANSON PLACE FLOOR 5 | BROOKLYN | NY | 11217 | NONE | 501 (C)(3) | GENERAL SUPPORT | $10,000 |
| RWANDAN EL SHADDAI ORPHANS PROJECT | |||||||
| 302 WASHINGTON STREET 150-3957 | SAN DIEGO | CA | 92103 | NONE | 501 (C)(3) | GENERAL SUPPORT | $17,125 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 6010 | SAN CLEMENTE | CA | 92674 | NONE | 501 (C)(3) | GENERAL SUPPORT | $5,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 SIXTH STREET NW | WASHINGTON | DC | 20059 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | NONE | 501 (C)(3) | GENERAL SUPPORT | $1,600 |
| UNIVERSITY OF NEVADA | |||||||
| 1664 N VIRGINIA STREET | RENO | NV | 89557 | NONE | 501 (C)(3) | GENERAL SUPPORT | $500 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| DARTMOUTH COLLEGE | |||||||
| DARTMOUTH COLLEGE | HANOVER | NH | 03755 | NONE | 501 (C)(3) | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,954 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,226 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,992 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,585 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LOU LUCIDO | ||||||
| 1 | 333 SOUTH GRAND AVENUE 18TH FLOOR | LOS ANGELES | CA | 90071 | $15,000 | Yes (X) |
| KAPLAN FAMILY REVOCABLE TRUST | ||||||
| 2 | 1022 PALISADES BEACH ROAD | SANTA MONICA | CA | 90403 | $10,000 | Yes (X) |
| THE FRANCES & BENJAMIN BENENSON FOUNDATION | ||||||
| 3 | 155 E 44TH ST 27TH FLOOR | NEW YORK | NY | 10017 | $10,000 | Yes (X) |
| ABRAMS PIMIENTA | ||||||
| 4 | 317 BEIRUT AVE | PACIFIC PALISADES | CA | 90272 | $10,000 | Yes (X) |
| GARY SALTZMAN FOUNDATION | ||||||
| 5 | 360 MADISON AVE 6TH FLOOR | NEW YORK | NY | 10017 | $25,000 | Yes (X) |
| ANNE ROBERTS AND WAYNE NEIMAN | ||||||
| 6 | 18 LATIMER ROAD | SANTA MONICA | CA | 90402 | $5,000 | Yes (X) |
| SUSAN NEIMAN | ||||||
| 7 | 721 LATIMER RD | SANTA MONICA | CA | 90402 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,182 | Amt |
| Net Investment Income | $2,591 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,591 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB #6929 | BondNm |
| EOY Book Value | $253,702 | EOYBookValueAmt |
| EOYFMV | $264,374 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB #6929 | StockNm |
| EOY Book Value | $59,460 | EOYBookValueAmt |
| EOYFMV | $133,618 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $119,267 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $119,255 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $3,396 | $3,396 | $0 |
| LICENSES AND FEES | $135 | $135 | $0 |
| WEBSITE DESIGN FEES | $8,120 | $8,120 | $0 |
| AMORTIZATION EXPENSE | $3,201 | $3,201 | $0 |
| OTHER PROFESSIONAL FEE | $381 | $381 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |