WEST FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-11-06
- IRS object ID
- 202043119349100444
- Schema version
- 2018v3.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T13:06:08-06:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953172334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSENBERG COHEN & GILBERT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 VENTURA BLVD STE 304 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914035861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954776335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3103988624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 SIERRA ALTA WAY | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900691730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WEST | PersonNm |
| Person Title | PRESIDENT & CHAIRMAN | PersonTitleTxt |
| Phone | 3103988624 | PhoneNum |
| Signature | 2019-02-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS L COHEN | PreparerPersonNm |
| PTIN | P00053320 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2020-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.193.84.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 13:06:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB4D207A88594ADE62C078F566FBD0FA1DF6A05D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3DC3D323B06D49B1AAF91A7506387CB2952A689D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,349,022 | 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 | $9,823 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,823 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,066,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,199 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,139 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,959 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,924 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $260 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $260 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,809 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $125,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,382 | CashBOYAmt |
| Cash EOY | $18,211 | CashEOYAmt |
| Cash EOYFMV | $18,211 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $546,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $517,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $517,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,146,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,312,160 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,812,950 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,722,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,848,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,349,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,722,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,848,232 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,722,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,848,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,722,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,848,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,722,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $125,330 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,848,232 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,848,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS - LONG TERM SALES | P | $277,384 | $222,382 | $55,002 | $55,002 |
| GOLDMAN SACHS - SHORT TERM SALES | P | $789,047 | $679,918 | $109,129 | $109,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,199 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $109,129 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,351 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,168,215 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049972 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,083 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,101,287 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,255 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,915,645 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046593 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,817,855 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045493 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,665,906 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041302 | DistributionYr5Rt |
| Total Distribution | 0.227182 | TotalDistributionRt |
| Average Distribution | 0.045436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,204,488 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,453 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,590 | 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 | $2,290 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,290 | SubtotalAmt |
| Tax Based On Investment Income | $2,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,031 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,031 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,259 | TaxDueAmt |
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 |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TODD WEST | IndividualWithBooksNm |
| Phone | 3103988624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| TODD WEST | ||||||||
| 1148 SIERRA ALTA WAY | LOS ANGELES | CA | 900696054 | PRESIDENT & | 000.00 | $0 | $0 | $0 |
| MARLENE WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAYNA WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,779,909 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $458,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,238,059 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,238,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,204,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,290 | TotalTaxAmt |
| Distributable Before Adj | $107,934 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $107,934 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $107,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,590 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $102,599 | UndistributedIncomePYAmt |
| Qualifying Distributions | $103,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $102,599 | AppliedToYear1Amt |
| Applied To Current Year | $991 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $106,943 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY MUSEUM OF MOTION PICTURES | ||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CELEBRATE ART & SCIENCE OF MOVIES | $10,000 | |
| AIDSLIFECYCLE | ||||||||
| 1035 MARKET STREET | SAN FRANCISCO | CA | 94103 | NONE | 501C3 | SUPPORT AIDS AWARENESS & TESTING | $500 | |
| ASHEVILLE HUMANE SOCIETY | ||||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $5,000 | |
| BREAST CANCER ACTION | ||||||||
| 275 5TH STREET | SAN FRANCISCO | CA | 94103 | NONE | 501C3 | SUPPORT AWARENESS AND TESTING | $1,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT | $37,500 | |
| CENTRO CRISTIANO RIOS DE AGUA VIVA | ||||||||
| 8969 STATE ST | SOUTH GATE | CA | 90280 | NONE | 501C3 | TRAINING FOR PREACHING THE GOSPEL | $2,000 | |
| CONCERN FOUNDATION | ||||||||
| 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CANCER RESEARCH | $1,500 | |
| CONSUMER REPORTS | ||||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | 501C3 | CREATE A SAFER HEALTHIER WORLD | $800 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | 501C3 | HOUSING & WELLNESS CARE FOR HOMELESS | $3,000 | |
| ENVIRONMENTAL TRAVELING COMPANIONS | ||||||||
| FORT MASON CENTER BLDG C | SAN FRANCISCO | CA | 94123 | NONE | 501C3 | OUTDOOR OPPORTUNITIES DISABLED YOUTH | $1,000 | 2 MARINA BLVD |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW 100 | WASHINGTON | DC | 200093987 | NONE | 501C3 | RESEARCH & EDUCATION-HEALTHY WRLD | $500 | |
| EXTRAFOODORG | ||||||||
| 52 EL CAMINO AVE | SAN RAFAEL | CA | 94901 | NONE | 501C3 | END HUNGER THROUGH FOOD RECOVERY | $1,000 | |
| FIRST CHRISTIAN CHURCH | ||||||||
| 300 S MAIN ST | OSCEOLA | IA | 50213 | NONE | 501C3 | SUPPORT FOR LOCAL COMMUNITY | $1,000 | |
| GIANT STEPS EQUESTRIAN CENTER | ||||||||
| 1320 COMMERCE ST STE A | PETALUMA | CA | 94954 | NONE | 501C3 | EQUINE THERAPY FOR DISABLED | $120 | |
| HARVARD WESTLAKE SCHOOL | ||||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $1,000 | |
| HEADLANDS CENTER FOR THE ARTS | ||||||||
| 944 FORT BARRY | SAUSALITO | CA | 94965 | NONE | 501C3 | APPRECIATION FOR THE ROLE OF ART | $250 | |
| KQED -PUBLIC RADIO | ||||||||
| 2106 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | 501C3 | SUPPORT PUBLIC BROADCASTING | $1,000 | |
| MAPS-ASSOC FOR PSYCHEDELIC STUDIES | ||||||||
| 1115 MISSION ST | SANTA CRUZ | CA | 95060 | NONE | 501C3 | RESEARCH FOR USE OF SOME DRUGS | $500 | |
| MARIN AGRICULTURAL LAND TRUST | ||||||||
| 145 A ST | POINT REYES STATION | CA | 94956 | NONE | 501C3 | PRESERVE LAND FOR AGRICULTURAL USE | $1,000 | |
| MARIN DAY SCHOOLS | ||||||||
| 100 MEADOW CREEK DR 225 | CORTE MADERA | CA | 94925 | NONE | 501C3 | EARLY CHILDHOOD EDUCATION | $1,000 | |
| MOUNTAIN PLAY ASSOCIATION | ||||||||
| 1556 4TH ST B | SAN RAFAEL | CA | 94960 | NONE | 501C3 | LOCAL MUSICAL THEATER | $120 | |
| POMONA COLLEGE | ||||||||
| THE RENWICK HOUSE | CLAREMONT | CA | 91711 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $1,000 | 333 N COLLEGE WAY |
| RANCHO CIELO YOUTH FOUNDATION | ||||||||
| 710 OLD STAGE ROAD | SALINAS | CA | 93908 | NONE | 501C3 | PROGRAMS FOR AT-RISK YOUTH | $1,000 | |
| SAN DOMENICO SCHOOL | ||||||||
| 1500 BUTTERFIELD RD | SAN ANSELMO | CA | 94960 | NONE | 501C3 | FUND FOR EDUCATION SUPPORT | $25,000 | |
| TAMALPIAS HIGH SCHOOL | ||||||||
| 700 MILLER AVENUE | MILL VALLEY | CA | 94941 | NONE | 501C3 | SUPPORT SPORTS PROGRAMS | $150 | |
| WE PLAYERS | ||||||||
| PIER 54 | SAN FRANCISCO | CA | 94158 | NONE | 501C3 | TRANSFORM PUBLIC SPACES | $150 | |
| WELDON COMMUNITY CENTER | ||||||||
| 1011 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | COMMUNITY INVOLVEMENT/OUTREACH | $5,000 | |
| WESTSIDE GLOBAL AWARENESS SCHOOL | ||||||||
| 104 ANCHORAGE ST | MARINA DEL REY | CA | 90292 | NONE | 501C3 | SUPPORT SCHOOL PROGRAMS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,590 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,823 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $164,199 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $164,199 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,139 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP, INC.1,300 SH | ||
| ALTRIA GROUP INC. 2,300 SH | $120,063 | $114,310 |
| APOLLO GLOBAL MGMT LLC 1,679 SH | $37,846 | $73,540 |
| AUTONATION INC. 1,200 SH | ||
| B&G FOODS INC. 2,200 SH | $41,756 | $36,432 |
| BERKSHIRE HATHAWAY HLDG 1 SH | $44,720 | $330,495 |
| BIOMARIN PHARMACEUTICALS 400 SH | $32,690 | $32,284 |
| BLACKSTONE GROUP 442 SH | $13,129 | $23,965 |
| CVS HEALTH CORP. 1,000 SH | ||
| DAIMLER AG 770 SH | ||
| DAIMLER AG 170 SH | ||
| DAIMLER AG 1,690 SH | $95,879 | $95,164 |
| EXPEDIA GROUP INC. 253 | $25,656 | $25,720 |
| GCI LIBERTY, INC CL A 17 SH | $544 | $1,207 |
| GENERAL ELECTRIC 5,210 SH | $154,860 | $58,717 |
| GLAXOSMITHKLINE PLC 975 SH | ||
| GS QUAL FLT RATE FUND 4.86 SH | $42 | $42 |
| INNOPHOS HOLDINGS INC 500 SH | ||
| IRON MOUNTAIN INC. 1,395 SH | ||
| IRON MOUNTAIN INC. 2,560 SH | $81,193 | $82,227 |
| KINDER MORGAN 1,000 SH | $35,520 | $19,610 |
| KRAFT HEINZ CO 750 SH | ||
| KRAFT HEINZ CO. 1,562 SH | $69,976 | $47,641 |
| LAS VEGAS SANDS CORP 725 SH | ||
| LCI INDUSTRIES INC. 240 SH | ||
| LIBERTY BROADBAND CMN CL A 8 SH | $82 | $946 |
| LIBERTY BROADBAND CMN CL C 16 SH | $163 | $1,912 |
| LIBERTY GLOBAL A 25 SH | $1,814 | $564 |
| LIBERTY GLOBAL C 75 SH | $4,019 | $1,613 |
| LIBERTY GLOBAL LATIN AM CL A 4 SH | $20 | $71 |
| LIBERTY MEDIA CL A BRAVES 3 SH | $10 | $85 |
| LIBERTY MEDIA CL C BRAVES 6 SH | $24 | $170 |
| LIBERTY MEDIA A-LIB MED FORM 8 SH | $36 | $345 |
| LIBERTY MEDIA C-LIB MEDIA GRP 16 SH | $70 | $721 |
| LIBERTY GLOBAL LATIN AM CL C 12 SH | $58 | $215 |
| LIBERTY MEDIA A SIRIUS 33 SH | $1,083 | $1,607 |
| LIBERTY MEDIA SIRIUS 66 SH | $378 | $3,202 |
| LIBERTY EXPEDIA HOLDINGS SER A 11 SH | ||
| LIBERTY TRIP ADVISORS 12 SH | $321 | $83 |
| MACERICH COMPANY 1,800 SH | $47,845 | $48,474 |
| MICHAELS COMPANIES, INC 1,000 SH | ||
| MICROSOFT 1,600 SH | ||
| MICROSOFT 1,200 SH | $30,745 | $181,656 |
| MOELIS & COMPANY 1,200 SH | $40,350 | $39,552 |
| MOLSON COORS BREWING CL B 1,100 SH | $72,664 | $55,528 |
| OUTFRONT MEDIA INC 1,600 SH | ||
| PFIZER INC. 3,300 SH | $73,936 | $127,116 |
| QUALCOMM INC. 500 SH | ||
| QURATE RETAIL INC SER A 125 SH | $3,794 | $1,183 |
| ROCHE HOLDING AG 2,800 SH | ||
| SARATOGA INVESTMENT CO. 2,132 SH | $40,431 | $53,513 |
| SIMON PROPERTY GROUP 620 SH | $90,699 | $93,750 |
| SIX FLAGS ENTERTAINMENT CRP. 800 SH | $34,752 | $34,784 |
| SONY 1,000 SH | $9,780 | $63,480 |
| SWEDBANK A B 1,222 SH | ||
| VERIZON 1,900 SH | $53,717 | $114,456 |
| TAPESTRY, INC. 1.653 SH. | $51,495 | $44,449 |
| WALGREENS BOOTS ALLIANCE 180 SH | ||
| WESTINGHOUSE AIR-BRACH TECH | $2,121 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $260 | $260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FTB | $10 | |
| FOREIGN TAX WITHHELD | $1,924 | $1,924 |
| CALIFORNIA SECRETARY OF STATE | $25 |
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