MAGNA CARTA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MAGNA CARTA FOUNDATION (EIN 22-3875602)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-04
IRS object ID
202033099349101013
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)
Return2020-11-04T21:36:10-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13011 TOWNSGATE ROAD SUITE 400AddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223875602EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAGNA CARTA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANDREW FURGATCHInCareOfNm
Business Name ControlMAGNBusinessNameControlTxt
Phone3109905437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 COPERTO DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW FURGATCHPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone3109905437PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephanie WilkinsonPreparerPersonNm
PTINP01231617PTIN
Phone8053748555PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.240.158.109IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id95206420203095000007FederalOriginalSubmissionId
Federal Original Submission Id2020-11-04FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id90331CCEAFC60F326565BB1C5ED9309C3CB327EBAtSubmissionCreationDeviceId
At Submission Filing Device Id90331CCEAFC60F326565BB1C5ED9309C3CB327EBAtSubmissionFilingDeviceId
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$1,736,491FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,170DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,170DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$284NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,487,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$284CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$49,454TotalRevAndExpnssAmt
Total Net Invst Incm$45,454TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$9,692AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,846AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,846AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,078TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$578TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$483OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$483OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,253TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,846TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,907TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,753TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,846TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$87,407TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,299ExcessRevenueOverExpensesAmt
Net Investment Income$40,608NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$0CashEOYAmt
Cash EOYFMV$0CashEOYFMVAmt
Sav And Temp Cash Invst BOY$21,800SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$735,630SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$735,630SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$195,108USGovernmentObligationsBOYAmt
US Government Obligations EOY$180,810USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$180,810USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$976,106CorporateBondsBOYAmt
Corporate Bonds EOY$820,051CorporateBondsEOYAmt
Corporate Bonds EOYFMV$820,051CorporateBondsEOYFMVAmt
Other Investments BOY$584,307OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,777,321TotalAssetsBOYAmt
Total Assets EOY$1,736,491TotalAssetsEOYAmt
Total Assets EOYFMV$1,736,491TotalAssetsEOYFMVAmt
Other Liabilities BOY$8OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$8TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,777,313NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,736,491NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,777,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,736,491TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,777,321TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,736,491TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,777,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,299ExcessRevenueOverExpensesAmt
Other Increases$3,477OtherIncreasesAmt
Subtotal$1,736,491SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,736,491TotNetAstOrFundBalancesEOYAmt

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 SECURITIESP$1,312,978$1,312,862$116$116
PUBLICLY TRADED SECURITIESP$174,175$174,007$168$168
FieldValueIRS element (for citing)
Capital Gain Net Income$284CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$91,805AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,786,356NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051392DistributionYr1Rt
Adjusted Qlfy Distri Yr2$83,461AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,837,000NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045433DistributionYr2Rt
Adjusted Qlfy Distri Yr3$82,708AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,873,786NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04414DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,590AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,791,219NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.028243DistributionYr4Rt
Adjusted Qlfy Distri Yr5$112,651AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,823,451NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061779DistributionYr5Rt
Total Distribution0.230987TotalDistributionRt
Average Distribution0.046197AverageDistributionRt
Net Vl Noncharitable Assets$1,722,137NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$79,558AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$406NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$79,964AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,407QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$406InvestmentIncomeExciseTaxAmt
Subtotal$406SubtotalAmt
Tax Based On Investment Income$406TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,298EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,298TotalPaymentsAndCreditsAmt
Overpayment$1,892OverpaymentAmt
Applied To ES Tax$1,892AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANDREW FURGATCHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3109905437PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 COPERTO DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREW L FURGATCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 COPERTO DRIVEAddressLine1Txt
CityPACIFIC PALISADESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90272ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos8.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,442,630AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$305,732AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,748,362TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,748,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,225CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,722,137NetVlNoncharitableAssetsAmt
Minimum Investment Return$86,107MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$86,107MinimumInvestmentReturnAmt
Tax Based On Investment Income$406TaxBasedOnInvestmentIncomeAmt
Total Tax$406TotalTaxAmt
Distributable Before Adj$85,701DistributableBeforeAdjAmt
Distributable Before Ded$85,701DistributableBeforeDedAmt
Distributable As Adjusted$85,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,407ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$87,407QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$406PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$87,001AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$85,701DistributableAsAdjustedAmt
Undistributed Income PY$72,793UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$87,407QualifyingDistributionsAmt
Applied To Year1$72,793AppliedToYear1Amt
Applied To Current Year$14,614AppliedToCurrentYearAmt
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
Taxable1$0Taxable1Amt
Undistributed Income CY$71,087UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ASPCA
424 EAST 92ND STREETNEW YORKNY10128NONEPCGENERAL SUPPORT$1,000
THE BOYS AND GIRLS AID SOCIETY OF LOS ANGELES
760 WEST MOUNTAIN VIEW STREETALTADENACA91001NONEPCGENERAL SUPPORT$1,000
FRIENDS ACADEMY
DUCK POND ROADLOCUST VALLEYNY11560NONEPCGENERAL SUPPORT$1,000
GEORGETOWN UNIV LOMBARDI COMP CANCER CENTER
3300 WHITEHAVEN STREET NWWASHINGTONDC20007NONEPCGENERAL SUPPORT$5,000SUITE 4000
INNER CITY SCHOLARSHIP FUND
1011 1ST AVENUE SUITE 1400NEW YORKNY10022NONEPCGENERAL SUPPORT$1,000
National Public Radio Inc
1111 NORTH CAPITOL STREET NEWASHINGTONDC20002NONEPCGENERAL SUPPORT$1,000
Childrens Bureau Foundation
1910 Magnolia AvenueLos AngelesCA90007NONEPCGENERAL SUPPORT$10,000
PEPPERDINE UNIVERSITY
24255 PACIFIC COAST HIGHWAYMALIBUCA90263NONEPCGENERAL SUPPORT$1,000
SCARSDALE VOLUNTEER AMBULANCE
PO BOX 92SCARSDALENY10583NONEPCGENERAL SUPPORT$5,000
SPECTRUM INC
31 ELWOOD AVENUEBURLINGTONVT05401NONEPCGENERAL SUPPORT$5,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD NO 410SANTA MONICACA90403NONEPCGENERAL SUPPORT$1,000
UNIVERSITY OF MIAMI
6200 SAN AMARO DRIVE SUITE 300CORAL GABLEFL33146NONEPCGENERAL SUPPORT$5,000
Santa Monica College Foundation
1900 Pico BlvdSanta MonicaCA90405NONEPCGENERAL SUPPORT$5,000
California Wildlife Center
PO Box 2022MalibuCA90265NONEPCGENERAL SUPPORT$2,500
Guidestar USA Inc
4801 Courthouse Street Suite 220WilliamsburgVA23188NONEPCGENERAL SUPPORT$2,000
Los Angeles Fire Department Foundation
1700 Stadium Way Suite 100Los AngelesCA90014nonePCGENERAL SUPPORT$1,000
National Geographic Society
1145 17th Street NWWashingtonDC20036nonePCGENERAL SUPPORT$1,000
The Ocean Cleanup North Pacific Foundation
8 West 40th Street 12th FloorNew YorkNY10018nonePCGeneral Support$2,000
Turtle Conservancy
1794 McNell RoadOjaiNY10012nonePCGeneral Support$1,000
Los Angeles Sports & Entertainment Commission
633 West 5th Street Suite 1800Los AngelesCA90071nonePCGeneral Support$17,500
Special Spirit Inc
9889 Helen AvenueSunlandCA91040nonePCGeneral Support$2,500
Viewpoint School
23620 Mulholland HighwayCalabasasCA91302nonePCGeneral Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,170ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$284ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,454ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,454TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,692Amt
Net Investment Income$4,846NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,846DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INTEREST$7,162$7,162
100,000 SHS CELGENE CORP.$103,504$103,504
125,000 SHS CISCO SYSTEMS INC.$131,740$131,740
25,000 SHS EXELON CORP.$0$0
50,000 SHS JPMCC COML MTG SEC$55,771$55,771
125,000 SHS VENTAS REALTY LP$0$0
175,000 SHS FOUR TIMES SQUARE$161,501$161,501
25,000 SHS SCHLUMBERGER HOLDIN$25,937$25,937
75,000 SHS HARLEY DAVIDSON FIN$75,392$75,392
30,000 SHS HOME DEPOT INC.$31,315$31,315
125,000 SHS BERKSHIRE HATHAWAY$127,629$127,629
100,000 SHS SYMANTEC CORP.$100,100$100,100

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$69,816USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$69,816USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$110,994StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$110,994StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item583,839.443 SHS MSILF MONEY MACategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$0BookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$94$94
SOFTWARE FEE$91$91
REGISTERED AGENT FEES$298$298

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$3,477Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$8BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,500
STATE FILING FEES$578$578

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