THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION (EIN 46-1015108)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913199349100601
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T23:27:02-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954400038PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN PIVO & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BL 405AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461015108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEREDITH AND ROSEMARY WILLSON CHARITBusinessNameLine1Txt
Business Name Line2(AKA THE MUSIC MAN FOUNDATION)BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMEREBusinessNameControlTxt
Phone3102745854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 E MAIN ST NO 834AddressLine1Txt
CityNEWARKCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM CAMPPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone3102745847PhoneNum
Signature2019-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAL PIVOPreparerPersonNm
PTINP00045071PTIN
Phone3102745854PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.59.227.43IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm14:23:55IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id400347ADCB9F93298B0B31B2162C7C0ADEAB86CBAtSubmissionCreationDeviceId
At Submission Filing Device Id4C935ABEC4063F2466C2EEC030081F545350C300AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$68,595,802FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,744,876DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,744,876DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,214,536OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,214,536OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,959,412TotalRevAndExpnssAmt
Total Net Invst Incm$3,959,412TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$199,566OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$199,566OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$100,575LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$90,518LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$109,260AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$99,184AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$444,481OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$424,517OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$19,964OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,509TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$43,509TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$173DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$3,682OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$3,682OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$17,942TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$17,942TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,211OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$31,210OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$980,399TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$424,517TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$535,575TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,997,605ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,997,605ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,978,004TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$424,517TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,533,180TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,592ExcessRevenueOverExpensesAmt
Net Investment Income$3,534,895NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$122,665CashBOYAmt
Cash EOY$408,868CashEOYAmt
Cash EOYFMV$408,868CashEOYFMVAmt
Acct Rcvbl$26,096AcctRcvblAmt
Acct Rcvbl EOY$26,096AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$26,096AcctRcvblEOYFMVAmt
Other Investments BOY$52,947,327OtherInvestmentsBOYAmt
Other Investments EOY$52,699,286OtherInvestmentsEOYAmt
Other Investments EOYFMV$56,132,035OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,734LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$173LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$1,561LandEOYAmt
Land EOYFMV$1,561LandEOYFMVAmt
Other Assets BOY$12,111,653OtherAssetsBOYAmt
Other Assets EOY$12,027,242OtherAssetsEOYAmt
Other Assets EOYFMV$12,027,242OtherAssetsEOYFMVAmt
Total Assets BOY$65,181,645TotalAssetsBOYAmt
Total Assets EOY$65,163,053TotalAssetsEOYAmt
Total Assets EOYFMV$68,595,802TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$65,181,645RetainedEarningBOYAmt
Retained Earning EOY$65,163,053RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$65,181,645TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,163,053TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$65,181,645TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,163,053TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$65,181,645TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,592ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$65,163,053SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$65,163,053TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,480,134AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$67,918,556NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036516DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,976,653AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$53,794,142NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055334DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,435,847AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$64,966,896NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052886DistributionYr3Rt
Adjusted Qlfy Distri Yr4$254,686AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$63,572,385NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.004006DistributionYr4Rt
Adjusted Qlfy Distri Yr5$60,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,057,491NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.007446DistributionYr5Rt
Total Distribution0.156188TotalDistributionRt
Average Distribution0.031238AverageDistributionRt
Net Vl Noncharitable Assets$71,550,169NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,235,084AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$35,349NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,270,433AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,533,180QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$35,349InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35,349SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35,349TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$35,810EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$35,810TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$461OverpaymentAmt
Applied To ES Tax$461AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COHEN PIVO & COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3102745854PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BLVD SUITE 405AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOM CAMP
132 SOUTH RODEOBEVERLY HILLSCA90212PRESIDENT/DIRECTOR12.00$15,000$0$0
AL PIVO
10474 SANTA MONICA BLVD SUITE 405LOS ANGELESCA90025VP & CFO/DIRECTOR12.00$15,000$0$0
BARBARA SILBERBUSCH
132 SOUTH RODEOBEVERLY HILLSCA90212SECRETARY0.50$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonSARAH LYDINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110474 SANTA MONICA BLVD STE 405AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
TitleEXECUTIVE DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$195,166CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WELLS FARGO ADVISORS
9665 WILSHIRE BLVD 10TH FLOORBEVERLY HILLSCA90212INVESTMENT ADVISOR FEES$424,517
GANG TYRE RAMER BROWN & PASSMAN INC
132 SOUTH RODEO DRIVEBEVERLY HILLSCA90212LEGAL FEES$100,575
COHEN PIVO & CO CPA'S
10474 SANTA MONICA BLVD SUITE 405LOS ANGELESCA90025TAX, ACCOUNTING, AND BUSINESS MANAGEMENT FEES$100,575
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$60,455,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$159,284AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,024,825FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$72,639,765TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$72,639,765AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,089,596CashDeemedCharitableAmt
Net Vl Noncharitable Assets$71,550,169NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,577,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,577,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,349TaxBasedOnInvestmentIncomeAmt
Total Tax$35,349TotalTaxAmt
Distributable Before Adj$3,542,159DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,542,159DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,542,159DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,533,180ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,533,180QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$35,349PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,497,831AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,542,159DistributableAsAdjustedAmt
Undistributed Income PY$3,311,192UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,533,180QualifyingDistributionsAmt
Applied To Year1$3,311,192AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$221,988AppliedToCurrentYearAmt
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
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,320,171UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS AND MINDS
PO BOX 250073 COLUMBIA UNIVERSITYSTATIONNEW YORKNY10025N/AN/ASUPPORT RECIPIENT'S PROGRAM$5,000
ARTS AND SERVICES FOR DISABLED INC
3626 E PACIFIC COAST HIGHWAYLONG BEACHCA90804N/AN/ASUPPORT RECIPIENT'S PROGRAM$100,000
ASTEP
165 W 46TH STREET SUITE 1303NEW YORKNY10036N/AN/ASUPPORT RECIPIENT'S PROGRAM$20,000
BANDING TOGETHER
7840 MISSION CENTER COURT SUITE 205SAN DIEGOCA92108N/AN/ASUPPORT RECIPIENT'S PROGRAM$50,000
BOSTON COURT PERFORMING ARTS CENTER
PO BOX 60187PASADENACA91116N/AN/ASUPPORT RECIPIENT'S PROGRAM$4,000
CALIFORNIA ALLIANCE FOR ARTS EDUCATION
85 S GRAND AVENUEPASADENACA91101N/AN/ASUPPORT RECIPIENT'S PROGRAM$50,000
CALIFORNIA COMMUNITY FOUNDATION
2251 S FIGUEROA STREET SUITE 400LOS ANGELESCA90012N/AN/ASUPPORT RECIPIENT'S PROGRAM$1,000,000
EDUCATION THROUGH MUSIC
122 EAST 42ND STREET SUITE 1501NEW YORKNY10168N/AN/ASUPPORT RECIPIENT'S PROGRAM$600,000
EDUCATION THROUGH MUSIC - LOS ANGELES
2501 W BURBANK BLVDBURBANKCA91505N/AN/ASUPPORT RECIPIENT'S PROGRAM$365,000
JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS
2700 F STREET NWWASHINGTONDC20566N/AN/ASUPPORT RECIPIENT'S PROGRAM$50,000
LOS ANGELES COUNTY ARTS COMMISSION
1055 WILSHIRE BLVD SUITE 800LOS ANGELESCA90017N/AN/ASUPPORT RECIPIENT'S PROGRAM$125,000
RESOUNDING JOY INC
10455 SORRENTO VALLEY ROAD SUITE208SAN DIEGOCA92121N/AN/ASUPPORT RECIPIENT'S PROGRAM$60,000
THE MASON CITY FOUNDATION
308 S PENNSYLVANIA AVEMASON CITYIA50402N/AN/ASUPPORT RECIPIENT'S PROGRAM$56,350
UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 900LOS ANGELESCA90024N/AN/ASUPPORT RECIPIENT'S PROGRAM$50,000
VISTA DEL MAR CHILD AND FAMILY SERVICES
3200 MOTOR AVENUELOS ANGELESCA90034N/AN/ASUPPORT RECIPIENT'S PROGRAM$55,000
TRANSPORT GROUP INC
520 8TH AVENUE 3RD FLOOR SUITE 305NEW YORKNY10018N/AN/ASUPPORT RECIPIENT'S PROGRAM$1,000
CITY OF MASON CITY
10 FIRST STREET NWMASON CITYIA50401N/AN/ASUPPORT RECIPIENT'S PROGRAM$16,285
CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION
18111 NORDOFF STREETNORTHRIDGECA91330N/AN/ASUPPORT RECIPIENT'S PROGRAM$55,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD MS 29LOS ANGELESCA90027N/AN/ASUPPORT RECIPIENT'S PROGRAM$94,000
MEMORIAL MEDICAL CENTER FOUNDATION
2801 ATLANTIC AVELONG BEACHCA90803N/AN/ASUPPORT RECIPIENT'S PROGRAM$52,920
SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTER BLVDSAN DIEGOCA92123N/AN/ASUPPORT RECIPIENT'S PROGRAM$61,550
THE MR HOLLAND'S OPUS FOUNDATION
4375 TUJUNGA AVE SUITE 330STUDIO CITYCA91604N/AN/ASUPPORT RECIPIENT'S PROGRAM$50,000
LOS ANGELES PHILHARMONIC ASSOCIATION
151 S GRAND AVELOS ANGELESCA90012N/AN/ASUPPORT RECIPIENT'S PROGRAM$50,000
MUSIC MENDS MINDS INC
2355 WESTWOOD BLVD 514LOS ANGELESCA90064N/AN/ASUPPORT RECIPIENT'S PROGRAM$500
CITY OF HOPE
1500 DUARTE RDDUARTECA91010N/AN/ASUPPORT RECIPIENT'S PROGRAM$500
COLBURN SCHOOL
200 S GRAND AVELOS ANGELESCA90012N/AN/ASUPPORT RECIPIENT'S PROGRAM$25,000
WO SMITH MUSIC SCHOOL
PO BOX 121348NASHVILLETN37212N/AN/ASUPPORT RECIPIENT'S PROGRAM$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,997,605TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,744,876ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$2,214,536ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,959,412ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,959,412TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING & BUSINESS MANAGEMENT$100,760$0$90,684
AUDIT FEES$8,500$0$8,500

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyCOMPUTERPropertyDesc
Acquired2018-07-01AcquiredDt
Cost Or Other Basis$1,734CostOrOtherBasisAmt
Computation MethodSLComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$173CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHIS NONPROFIT CORPORATION WAS FORMED UNDER DELAWARE LAW, BUT DOES NOT CONDUCT BUSINESS IN DELAWARE. DELAWARE DOES NOT REQUIRE NONPROFIT CORPORATIONS FORMED UNDER DELAWARE LAW TO REGISTER WITH ITS ATTORNEY GENERAL'S OFFICE OR FILE ANNUAL SEPARATE FINANCIAL REPORTS TO THE STATE.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO ACCOUNT X0949AT COST$48,904,195$52,514,189
WELLS FARGO ACCOUNT X9017AT COST$2,403,144$2,226,646
CNS X3569AT COST$1,391,666$1,390,919
CNS X199887AT COST$281$281

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTERCategoryOrItemTxt
Cost Or Other Basis$1,734CostOrOtherBasisAmt
Accumulated Depreciation$173AccumulatedDepreciationAmt
Book Value$1,561BookValueAmt
EOYFMV$1,561EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$100,575LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$90,518DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTELLECTUAL PROPERTY$11,120,000$11,120,000$11,120,000
GT 88$86,828$0$0
MEMORABILIA$500,000$500,000$500,000
MASON CITY PROPERTIES$404,825$404,825$404,825
SECURITY DEPOSIT$2,417$2,417

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$630$0$630
INSURANCE$16,748$0$16,748
OFFICE EXPENSES$3,889$0$3,888
COMMISSIONS$930$0$930
INFORMATION TECHNOLOGY$6,564$0$6,564
DUES$1,345$0$1,345
PARKING$1,105$0$1,105

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LICENSING - MUSIC ROYALTIES$1,957,493$1,957,493$1,957,493
GT 88$257,043$257,043$257,043

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING SERVICES$19,964$0$19,964
INVESTMENT ADVISOR FEES$424,517$424,517$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL$20,000$0$20,000
FOREIGN$3,728$0$3,728
STATE - CALIFORNIA$8,186$0$8,186
PAYROLL$11,595$0$11,595

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