GROG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GROG FOUNDATION (EIN 81-1540834)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349102090
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T12:54:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911033841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811540834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GROG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GROG | BusinessNameControlTxt |
| Phone | 2134528509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD STREET SUITE 950 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONA ABADIR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2134528509 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL H SOVIK | PreparerPersonNm |
| PTIN | P00942164 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.37.240.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 12:54:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EC3CFB9FF873EC89FAAF1F420748751FA338FCC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7EAD8CA7CC2F6D3E3734B55F15532D222DBADF4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,507,935 | 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 | $3,543,329 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,619 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,619 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $587,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,094,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $587,837 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,531 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,260,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $715,718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,333 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,666 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,894 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $12,308 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $12,308 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,059 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $151,044 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,102 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,942 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,658,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,658,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,809,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,102 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,694,942 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,451,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $613,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $168,690 | CashBOYAmt |
| Cash EOY | $214,854 | CashEOYAmt |
| Cash EOYFMV | $214,854 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,108,291 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,513,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,293,081 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,276,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,728,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,507,935 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,276,981 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,728,515 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,276,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,728,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,276,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,728,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,276,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,451,534 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,728,515 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,728,515 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WALT DISNEY CO (HOLDING COM) | P | 2012-05-13 | 2018-12-31 | $11,949 | $11,755 | $194 | $194 |
| VANGUARD TOTAL INTERNATIONAL | P | 2016-05-26 | 2018-08-03 | $454,152 | $454,873 | -$721 | -$721 |
| VANGUARD TOTAL BOND MARKET ETF | P | 2016-05-26 | 2018-08-03 | $433,855 | $454,897 | -$21,042 | -$21,042 |
| VANGUARD SHORT-TERM BOND ETF | P | 2016-05-26 | 2018-12-31 | $139,101 | $143,083 | -$3,982 | -$3,982 |
| VANGUARD FTSE EMERGING MARKETS | P | 2015-12-22 | 2018-03-09 | $346,735 | $251,055 | $95,680 | $95,680 |
| VANGUARD DIVIDEND APPRECIATION | P | 2016-05-26 | 2018-08-03 | $349,837 | $269,277 | $80,560 | $80,560 |
| SPDR S&P GLOBAL NATUAL RESOURCES ETF | P | 2017-08-10 | 2018-09-19 | $295,118 | $259,020 | $36,098 | $36,098 |
| SPDR DOW JONES GLOBAL REAL ESTATE E | P | 2016-05-26 | 2018-12-31 | $298,245 | $303,315 | -$5,070 | -$5,070 |
| ATTACHED - UBS 28757 WASH SALE | P | 2018-01-01 | 2018-12-31 | $1,032 | $1,032 | $1,032 | |
| ATTACHED - UBS 28757 WASH SALE | P | 2018-01-01 | 2018-12-31 | $5,369 | $5,369 | $5,369 | |
| ATTACHED - UBS 28757 | P | 2018-01-01 | 2018-12-31 | $278,351 | $258,423 | $19,928 | $19,928 |
| ATTACHED - UBS 28757 | P | 2018-01-01 | 2018-12-31 | $1,536,347 | $1,167,679 | $368,668 | $368,668 |
| ATTACHED - UBS 28519 WASH SALE | P | 2018-09-11 | 2018-12-31 | $70 | $70 | $70 | |
| ATTACHED - UBS 28519 | P | 2018-01-01 | 2018-12-31 | $1,904,722 | $1,932,156 | -$27,434 | -$27,434 |
| RETURN OF CAPITAL | P | 2018-01-01 | 2018-12-31 | $1,531 | -$1,531 | -$1,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $587,837 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,935 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,090 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,655,131 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015040 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,038,427 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,567,235 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.227364 | DistributionYr2Rt |
| Total Distribution | 0.242404 | TotalDistributionRt |
| Average Distribution | 0.121202 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,249,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $878,713 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $884,849 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,694,942 | 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 | $6,136 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,136 | SubtotalAmt |
| Tax Based On Investment Income | $6,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $24,451 | OverpaymentAmt |
| Applied To ES Tax | $24,451 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL H SOVIK CPA | IndividualWithBooksNm |
| Phone | 6267445100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SABRINA CORYELL | ||||||||
| 4837 DENSMORE | ENCINO | CA | 91436 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| LILITH CORYELL-JENKINS | ||||||||
| 4837 DENSMORE | ENCINO | CA | 91436 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MONA ABADIR | ||||||||
| 3582 ELM DRIVE | CALABASAS | CA | 91302 | DIRECTOR | 25.00 | $43,333 | $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 | $6,843,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $517,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,360,393 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,360,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,249,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,136 | TotalTaxAmt |
| Distributable Before Adj | $356,363 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $356,363 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $356,363 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,694,942 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,694,942 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,136 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,688,806 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,363 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $584,859 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $584,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,694,942 | QualifyingDistributionsAmt |
| Applied To Current Year | $356,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,338,579 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,923,438 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,923,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $584,859 | ExcessFromYear2Amt |
| Excess From Current Year | $1,338,579 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE GRADUATE CENTER FOUNDATION | |||||||
| 365 FIFTH AVE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT PROGRAMS | $40,000 |
| FIVE ACRES | |||||||
| 760 W MOUNTAIN VIEW ST | ALTADENA | CA | 91001 | NONE | PC | TO SUPPORT PROGRAMS | $35,000 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 NORTH SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | TO SUPPORT PROGRAMS | $10,000 |
| UC BERKELEY | |||||||
| 1995 UNIV AVE STE 401 | BERKELEY | CA | 94704 | NONE | PC | TO SUPPORT PROGRAMS | $10,000 |
| ENGAGING THE SENSES | |||||||
| 21700 OXNARD ST STE 950 | WOODLAND HILLS | CA | 91367 | COMMON BOARD | POF | TO SUPPORT PROGRAMS | $1,563,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,658,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,619 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $587,837 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Related Or Exempt Function Incm | $1,531 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $715,718 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,531 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $717,249 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GWYNNETH WEISS ESTATE VIA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 SOUTH FLOWER STREET SUITE 5000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,543,329 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS SS28519 EQUITIES | $2,563,698 | $2,314,857 |
| UBS SS28757 EQUITIES | $2,910,880 | $2,954,358 |
| UBS SS28519 CEF & ETF | $3,005,214 | $2,996,082 |
| UBS SS28757 PREFERRED SECURITIES | $33,869 | $27,784 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Revenue And Expenses Per Books | $1,531 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESMTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $72,894 | Amt |
| Net Investment Income | $72,894 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SURVIVORS TRUST UNDER WEISS TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S HOPE STREET SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,059 | $6,059 | |
| FEDERAL EXCISE TAX | $12,000 | ||
| CA FTB TAX | $25 | $25 | |
| REGISTRY OF CHARITABLE TRUSTS | $75 | $75 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGAGING THE SENSES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21700 OXNARD STREET SUITE 950 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811677986 | EIN |
| Desc | CASH CONTRIBUTION | Desc |
| Amt | $1,563,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,000 | TotalAmt |
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