CAROL AND KENT H LANDSBERG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAROL AND KENT H LANDSBERG FOUNDATION (EIN 33-0353391)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201913179349101846
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:26:58-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | 330353391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL AND KENT H LANDSBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3104784148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL P LANDSBERG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3104784148 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALIN WALL | PreparerPersonNm |
| PTIN | P00365782 | PTIN |
| Phone | 3104784148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 13:47:01 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA3E06BCAB62BD9D1359B8D4AE95D1E190094021 | 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 | $1,569,841 | 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 |
| Dividends Rev And Expnss | $53,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,312 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,312 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $451 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,732 | 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 | $17,688 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $867 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $163 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,899 | CashBOYAmt |
| Cash EOY | $8,566 | CashEOYAmt |
| Cash EOYFMV | $8,566 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $398,251 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,115 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,115 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,288,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,538,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,437,093 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,140 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,067 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,067 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,804,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,671,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,569,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,804,080 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,671,706 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,804,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,671,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,804,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,671,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,804,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,676,658 | SubtotalAmt |
| Other Decreases | $4,952 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,671,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 34 SHS ISHARES RUSSELL 1000 GROWTH | 2017-05-26 | 2018-11-06 | $4,877 | $4,055 | $822 | $822 | |
| 480+ SHS VANGUARD SHORT TERM INVESTMENT GRADE FUND | 2017-05-30 | 2018-11-06 | $4,975 | $5,140 | -$165 | -$165 | |
| 130+ SHS DFA US LARGE CAP | 2017-05-26 | 2018-11-06 | $4,975 | $4,769 | $206 | $206 | |
| 8 SHS BOEING CO | 2009-04-01 | 2018-11-06 | $2,941 | $284 | $2,657 | $2,657 | |
| 40 SHS MERCK & CO | 2017-06-27 | 2018-11-06 | $2,944 | $2,639 | $305 | $305 | |
| 46 SHS MICROSOFT CORP | 2017-11-09 | 2018-10-31 | $4,948 | $3,824 | $1,124 | $1,124 | |
| 22 SHS APPLE INC | 2018-01-04 | 2018-10-31 | $4,838 | $3,803 | $1,035 | $1,035 | |
| 52 SHS IS SHARES RUSSELL 1000 GROWTH | 2017-05-26 | 2018-10-31 | $7,442 | $6,202 | $1,240 | $1,240 | |
| 18 SHS CELGENE CORP | 2009-04-01 | 2018-10-30 | $1,292 | $346 | $946 | $946 | |
| 52 SHS GILEAD SCIENCES INC | 2010-07-06 | 2018-10-30 | $3,737 | $904 | $2,833 | $2,833 | |
| 1000 SHS GENERAL ELECTRIC | 2017-06-27 | 2018-06-08 | $13,909 | $27,347 | -$13,438 | -$13,438 | |
| 72+ SHS VANGUARD TOTAL STOCK MRKT INDEX | 2017-06-01 | 2018-11-06 | $4,976 | $4,432 | $544 | $544 | |
| CAPITAL GAINS DIVIDENDS | $7,203 | $7,203 | $7,203 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,312 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,665 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,820,207 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,402,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,293 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,438,117 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062090 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,676,354 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054962 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,726 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,553,727 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055174 | DistributionYr5Rt |
| Total Distribution | 0.297120 | TotalDistributionRt |
| Average Distribution | 0.059424 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,770,215 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $105,193 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,545 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,953 | 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 | $352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $599 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,599 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,247 | OverpaymentAmt |
| Applied To ES Tax | $1,247 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CAROL LANDSBERG | IndividualWithBooksNm |
| Phone | 3104784148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL P LANDSBERG | ||||||||
| 13007 SE ANGUS STREET | VANCOUVER | WA | 98683 | CEO | 2.00 | $0 | $0 | $0 |
| SUSAN OLMSTED ZIELINSKI | ||||||||
| 304 108TH STREET SE | CALEDONIA | MI | 49316 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ALIN H WALL | ||||||||
| 11766 WILSHIRE BL STE 900 | LOS ANGELES | CA | 90025 | TREASURER | 0.50 | $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 | $1,575,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $106,140 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,797,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,797,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,958 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,770,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $352 | TotalTaxAmt |
| Distributable Before Adj | $88,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,159 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $352 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,967 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,025 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,941 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,794 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $140,110 | 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 | $10,967 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,025 | ExcessFromYear4Amt |
| Excess From Year3 | $18,941 | ExcessFromYear3Amt |
| Excess From Year2 | $32,255 | ExcessFromYear2Amt |
| Excess From Year1 | $15,128 | ExcessFromYear1Amt |
| Excess From Current Year | $52,794 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL P LANDSBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALIN WALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104784148 | RecipientPhoneNum |
| Form And Info And Materials | UPON REQUEST, THE GRANT APPLICANT WILL BE MAILED A GRANT PROPOSAL APPLICATION WHICH WILL STATE THE FORM IN WHICH THE APPLICATION SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 28 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SUPPORTS SPECIFIC PROJECTS OF PUBLIC BENEFIT INVOLVED IN SPECIAL EDUCATION - SPECIFICALLY HEARING IMPAIRED CHILDREN, ANIMAL WELFARE AND EDUCATION ISSUES, ENVIRONMENTAL EDUCATION AND ISSUES, HUMAN GROWTH AND DEVELOPMENT AND PRENATAL AND PERINATAL PSYCHOLOGY AND EDUCATION. IT DOES NOT SUPPORT CAPITAL CAMPAIGNS, PAYMENT OF LEGAL FEES, REDUNDANT COMMUNITY SERVICES (SUCH AS CLASSES IN CPR), PROGRAMS THAT ARE ADJUNCTS TO PUBLICLY FUNDED PROGRAMS (SUCH AS CLASSES OFFERED IN PUBLIC SCHOOL) OR PROGRAMS THAT DERIVE INCOME THROUGH OTHER MEANS. WE DO NOT SUPPORT ORGANIZATIONS THAT HAVE ASSETS OVER $500,000, EXCLUDING REAL PROPERTY. WE SUPPORT PROJECTS WHICH REQUIRE A ONE-TIME EXPENSE AND HAVE NO ADMINISTRATIVE OVERHEAD OR DEPEND UPON FUNDING FROM OTHER FUNDING SOURCES TO COMPLETE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALGALITA MARINE RESEARCH | ||||||||
| 148 N MARINA RESEARCH | LONG BEACH | CA | 90803 | NONE | PUBLIC CHARITY | GENERAL | $2,400 | |
| ANIMAL RESCUE FRIENDS OF IDYLLWILD | ||||||||
| PO BOX 719 | IDYLLWILD | CA | 92549 | NONE | PUBLIC CHARITY | GENERAL | $4,950 | |
| BANDIT'S BUDDIES RESCUE | ||||||||
| 470 SHAW AVENUE | CLOVIS | CA | 93612 | NONE | PUBLIC CHARITY | GENERAL | $2,700 | |
| BASIC NEEDS FOUNDATION | ||||||||
| PO BOX 413 | HARBOR CITY | CA | 90710 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| DONKEYLAND | ||||||||
| 5225 CANYON CREST DRIVE SUITE | RIVERSIDE | CA | 92507 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | 71-295 |
| EASTERN SIERRA WILDLIFE CARE | ||||||||
| PO BOX 368 | BISHOP | CA | 93515 | NONE | PUBLIC CHARITY | GENERAL | $6,700 | |
| FOCUS ON FERALS | ||||||||
| PO BOX 274 | BRAINSARDSVILLE | NY | 12915 | NONE | PUBLIC CHARITY | GENERAL | $4,725 | |
| HOMELESS TO FOREVER FOUNDATION | ||||||||
| PO BOX 661533 | ARCADIA | CA | 91066 | NONE | PUBLIC CHARITY | GENERAL | $3,750 | |
| LAUGHING PONY RESCUE | ||||||||
| PO BOX 32 | RANCHO SANTA FE | CA | 92067 | NONE | PUBLIC CHARITY | GENERAL | $4,780 | |
| LOVE ON FOUR PAWS | ||||||||
| 4005 VIA VICO | RANCHO PALOS VERDES | CA | 90275 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| NO LIMITS THEATER | ||||||||
| 9801 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| OPERATION BLANKETS OF LOVE | ||||||||
| 16911 SAN FERNANDO MISSION PMB 187 | GRANADA HILLS | CA | 91344 | NONE | PUBLIC CHARITY | GENERAL | $3,878 | |
| PET PLACE INTERNATIONAL | ||||||||
| 56925 YUCCA TRAIL B407 | YUCCA VALLEY | CA | 92284 | NONE | PUBLIC CHARITY | GENERAL | $6,000 | |
| RAPTORS ARE THE SOLUTION | ||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94702 | NONE | PUBLIC CHARITY | GENERAL | $1,970 | |
| RED BUCKET EQUINE RESCUE | ||||||||
| 2885 ENGLISH ROAD | CHINO HILLS | CA | 91709 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| RIVER OTTER ECOLOGY PROJECT | ||||||||
| PO BOX 103 | FOREST KNOLLS | CA | 94933 | NONE | PUBLIC CHARITY | GENERAL | $3,384 | |
| SANTE DOR FOUNDATION | ||||||||
| 3165 LOS FELIZ BLVD | LOS ANGELES | CA | 90039 | NONE | PUBLIC CHARITY | GENERAL | $4,542 | |
| SPAY AND NEUTER ACTION | ||||||||
| PO BOX 235287 | ENCINITAS | CA | 92023 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| THE GINNY FUND | ||||||||
| PO BOX 967 | LONG BEACH | CA | 11561 | NONE | PUBLIC CHARITY | GENERAL | $4,000 | |
| VOICE FOR THE ANIMALS | ||||||||
| 2633 LINCOLN BLVD 202 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| VOLUNTEERS 4 BURBANK ANIMAL SHELTER | ||||||||
| 1150 N VICTORY PLACE | BURBANK | CA | 91502 | NONE | PUBLIC CHARITY | GENERAL | $4,000 | |
| ANIMAL ALLIANCE WELFARE LEAGUE | ||||||||
| PO BOX 1775 | NEW BRITAIN | CT | 06050 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| APPAH | ||||||||
| 2010 WEST AVENUE K 1042 | LANCASTER | CA | 93536 | NONE | PUBLIC CHARITY | GENERAL | $5,300 | |
| HEARTS UNITED FOR ANIMALS | ||||||||
| PO BOX 286 | AUBURN | NE | 68305 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| LOCKWOOD ANIMAL RESCUE CENTER | ||||||||
| PO BOX 1510 | FRAZIER PARK | CA | 93225 | NONE | PUBLIC CHARITY | GENERAL | $6,000 | |
| MARINE ANIMAL RESCUE | ||||||||
| 214 MAIN STREET 392 | EL SEGUNDO | CA | 90245 | NONE | PUBLIC CHARITY | GENERAL | $7,000 | |
| THE LITTLE ANGELS PROJECT | ||||||||
| 29345 ROADSIDE DRIVE UNIT B | AGOURA HILLS | CA | 91301 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| STANISLAUS WILDLIFE CARE CENTER | ||||||||
| 1220 GEER ROAD | HUGHSON | CA | 95326 | NONE | PUBLIC CHARITY | GENERAL | $5,000 | |
| STICK HOUSE SANCTUARY | ||||||||
| 3927 EMORY ROAD | EL PASO | TX | 79922 | NONE | PUBLIC CHARITY | GENERAL | $1,421 | |
| TAKING IT TO THE STREETS WITH LORI AND SHIRA | ||||||||
| 3681 SUNNYSIDE DRIVE 20037 | RIVERSIDE | CA | 92516 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| THE MEDICINE HORSE PROJECT | ||||||||
| SLUG GULCH ROAD | SOMERSET | CA | 95684 | NONE | PUBLIC CHARITY | GENERAL | $3,193 | |
| THE NATURE OF WILDWORKS | ||||||||
| PO BOX 109 | TOPANGA | CA | 90290 | NONE | PUBLIC CHARITY | GENERAL | $4,260 | |
| HAVE A HEART HUMANE SOCIETY | ||||||||
| 1121 W VALLEY BLVD | TEHACHAPI | CA | 93561 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,953 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,312 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SETTLEMENT INCOME | 01 | $16 |
| STATE TAX REFUND | 01 | $435 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,183 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,183 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND PREPARATION OF FORM 990PF | CategoryTxt |
| Amt | $17,688 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,538,667 | EOYBookValueAmt |
| EOYFMV | $1,437,093 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LONE OAK MORTGAGE FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $100,291 | BookValueAmt |
| EOYFMV | $100,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DRAWS RECEIVABLE | Desc |
| BOY Book Value | $6,140 | BOYBookValueAmt |
| EOY Book Value | $6,067 | EOYBookValueAmt |
| EOYFMV | $6,067 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN COST BASIS OF STOCKS | Desc |
| Amt | $4,952 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $0 |
| INSURANCE | $3,464 | $0 | $0 |
| BANK CHARGES | $65 | $0 | $0 |
| K-1: LOAN OAK FUND LLC - INVESTMENT EXPENSES | $163 | $163 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| SETTLEMENT INCOME | $16 | $16 |
| STATE TAX REFUND | $435 | $435 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,370 | Amt |
| Net Investment Income | $23,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $430 | $0 | $0 |
| FOREIGN TAXES | $437 | $0 | $0 |
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