STANLEY E HANSON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY E HANSON FOUNDATION (EIN 27-1104044)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349106211
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- 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 | 2019-11-15T17:48:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BOULEVARD 7TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243783 | 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 | 271104044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STANLEY E HANSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 7147781900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 E VIA BURTON | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 928061220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES M KILKOWSKI | PersonNm |
| Person Title | DIRECTOR & PRESIDENT | PersonTitleTxt |
| Phone | 7147781900 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIOR TEMKIN | PreparerPersonNm |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.169.119.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 17:22:13 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A644167D15DC52B70D9179D1B3BF4819A204C2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ABD707D24C4404C6908F258B598291C58D199F46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,122,011 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $142,765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $142,765 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $726,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $726,817 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $152,514 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $152,514 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $125,362 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $532,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,451,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $532,061 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,049 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,582,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,582,206 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $126,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,894 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,894 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $471,732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $339,932 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $131,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,915 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,846 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $247 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $247 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,123 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $823,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $529,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $236,616 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,790,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,790,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,613,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $529,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,026,716 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,031,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,053,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,520,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,002,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,002,575 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $752,392 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $752,392 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $752,392 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $752,392 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $38,287,471 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,799,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,799,546 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,200,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,593 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,129,253 | LandBOYAmt |
| Land EOY | $2,117,407 | LandEOYAmt |
| Land EOYFMV | $2,117,407 | LandEOYFMVAmt |
| Other Assets BOY | $450,091 | OtherAssetsBOYAmt |
| Other Assets EOY | $450,091 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $450,091 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,139,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,122,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,122,011 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $99,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,360,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,367,950 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,459,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,466,950 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,680,547 | UnrestrictedBOYAmt |
| Unrestricted EOY | $33,655,061 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,680,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,655,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,139,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,122,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,680,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,031,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $38,649,483 | SubtotalAmt |
| Other Decreases | $4,994,422 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,655,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PROVENIO CHARLES SCHWAB | P | 2018-01-01 | 2018-07-17 | $16,508 | $16,638 | -$130 | -$130 |
| CHARLES SCHWAB#4046 | P | 2017-01-01 | 2018-12-31 | $344,379 | $344,379 | $344,379 | |
| MERRILL LYNCH | P | 2018-01-01 | 2018-12-31 | $48,259 | $48,259 | $48,259 | |
| MERRILL LYNCH | P | 2017-01-01 | 2018-12-31 | $156,237 | $156,237 | $156,237 | |
| PROVENIO CHARLES SCHWAB | P | 2017-07-14 | 2018-07-17 | $886,500 | $900,000 | -$13,500 | -$13,500 |
| CHARLES SCHWAB#4046 | P | 2018-01-01 | 2018-12-31 | $3,184 | -$3,184 | -$3,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $532,061 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,869,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,477,601 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,946,469 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $38,556,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076419 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,383,263 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,415,406 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081691 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,142,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $39,174,758 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080217 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,249,268 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,132,718 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087504 | DistributionYr5Rt |
| Total Distribution | 0.390337 | TotalDistributionRt |
| Average Distribution | 0.078067 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,176,656 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,824,203 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,532 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,834,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,026,716 | 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 | $10,532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,852 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $83,852 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73,320 | OverpaymentAmt |
| Applied To ES Tax | $73,320 | 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 | JAMES M KILKOWSKI | IndividualWithBooksNm |
| Phone | 7147781900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 E VIA BURTON | AddressLine1Txt |
| City | ANAHEIM | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92806 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES M KILKOWSKI | ||||||||
| 1900 AVENUE OF THE STARS 25TH FLOOR | LOS ANGELES | CA | 90067 | DIRECTOR, PRESIDENT | 20.00 | $144,000 | $0 | $0 |
| LARRY KIRSCHENBAUM | ||||||||
| 406-1/2 CLUBHOUSE AVENUE | NEWPORT BEACH | CA | 92663 | DIRECTOR, CFO | 20.00 | $36,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANONYMOUS LLC | |||||
| 23091 MILL CREEK DRIVE | LAGUNA HILLS | CA | 92653 | GRANTMAKING & CONSULTING SERVICES | $130,000 |
| SINGERLEWAK LLP | |||||
| 10960 WILSHIRE BLVD 7TH FLOOR | LOS ANGELES | CA | 90024 | ACCOUNTING SERVICES | $16,800 |
| TRUMBULL | |||||
| 15 ROCK SPRING RD | TRUMBULL | CT | 06611 | ACCOUNTING FEE | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $34,014,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,416,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,296,802 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,727,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,727,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $550,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,176,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,808,833 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,808,833 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,532 | TotalTaxAmt |
| Distributable Before Adj | $1,798,301 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,798,301 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,798,301 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,026,716 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,026,716 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,532 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,016,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,798,301 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,408,280 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,234,133 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,371,657 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,036,271 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $684,808 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,735,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,026,716 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,798,301 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,228,415 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,963,564 | 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 | $1,408,280 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,555,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,234,133 | ExcessFromYear4Amt |
| Excess From Year3 | $1,371,657 | ExcessFromYear3Amt |
| Excess From Year2 | $1,036,271 | ExcessFromYear2Amt |
| Excess From Year1 | $684,808 | ExcessFromYear1Amt |
| Excess From Current Year | $1,228,415 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (73 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| ABILITIES UNITED | ||||||||
| 525 E CHARLESTON RD | PALO ALTO | CA | 94306 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| ADOPT THE ARTS | ||||||||
| 349 N CROFT AVE | LOS ANGELES | CA | 90040 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| AIDS SERVICES FOUNDATION | ||||||||
| 17982 SKY PARK CIRCLE J | IRVINE | CA | 92614 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| BOYS AND GIRLS CLUB OF WHITTIER | ||||||||
| 7905 SOUTH GREENLEAF AVE | WHITTIER | CA | 90602 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| C5LA | ||||||||
| 3100 N BROADWAY | LOS ANGELES | CA | 90031 | N/A | PUBLIC CHARITY | GENERAL | $35,000 | |
| CAMMIES AND CANINES | ||||||||
| 1375 BARRETT LAKE RD | DULZURA | CA | 91917 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| CANYON HILLS SOCCER ASSOCIATION | ||||||||
| 6200 E CANYON RIM RD | ANAHEIM | CA | 92807 | N/A | PUBLIC CHARITY | GENERAL | $4,800 | |
| CHILDRENS HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVDMAILSTOP 29 | LOS ANGELES | CA | 90027 | N/A | PUBLIC CHARITY | GENERAL | $200,000 | |
| CHILDRENS HOSPITAL ORANGE COUNTY | ||||||||
| 1201 W LAVETA AVENUE | ORANGE | CA | 92868 | N/A | PUBLIC CHARITY | GENERAL | $35,000 | |
| CITY OF KINDNESS | ||||||||
| 200 SOUTH ANAHEIM BLVD | ANAHEIM | CA | 92805 | N/A | PUBLIC CHARITY | GENERAL | $150,000 | |
| COSANTI FOUNDATION | ||||||||
| 6433 E DOUBLE TREE RANCH RD | PARADISE VALLEY | AZ | 85253 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| CURE DUCHENNE | ||||||||
| 1400 QUAIL STREET 110 | NEWPORT BEACH | CA | 92660 | N/A | PUBLIC CHARITY | GENERAL | $50,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON RD 200 | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | GENERAL | $12,500 | |
| DESTINY RESCUE | ||||||||
| 10339 DAWSOMS CREEK BLVD STE C | FORT WAYNE | IN | 46825 | N/A | PUBLIC CHARITY | GENERAL | $7,500 | |
| DREAMCATCHER | ||||||||
| PO BOX 9 | RAVENDALE | CA | 96123 | N/A | PUBLIC CHARITY | GENERAL | $12,000 | |
| EARLY ALERT CANINES | ||||||||
| 1641 CHALLENGE DRIVE SUITE 300 | CONCORD | CA | 94520 | N/A | PUBLIC CHARITY | GENERAL | $40,000 | |
| EMERIL LAGASSE FOUNDATION | ||||||||
| 829 ST CHARLES AVE | NEW ORLEANS | LA | 70130 | N/A | PUBLIC CHARITY | GENERAL | $250,000 | |
| FESTIVAL OF CHILDREN FOUNDATION (YSA) | ||||||||
| 315 FAIRVIEW RD | COSTA MESA | CA | 92626 | N/A | PUBLIC CHARITY | GENERAL | $75,000 | |
| FOUNDATION FOR COLLEGE EDUCATION | ||||||||
| 2160 EUCLID AVENUE | E PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| FULLFILMENT FUND | ||||||||
| 6100 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| GLOBAL GRINS | ||||||||
| 2102 BUSINESS CENTER DRIVE | IRVINE | CA | 92612 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| GOODWILL SOUTHERN CA | ||||||||
| 342 N SAN FERNANDO ROAD | LOS ANGELES | CA | 90031 | N/A | PUBLIC CHARITY | GENERAL | $100,000 | |
| HANALEH RANCH | ||||||||
| PO BOX 291 | TRABUCO CANYON | CA | 92678 | N/A | PUBLIC CHARITY | GENERAL | $13,600 | |
| HOMEFUL FOUNDATION | ||||||||
| 4881 BENNETT VALLEY RD | SANTA ROSA | CA | 95404 | N/A | PUBLIC CHARITY | GENERAL | $150,000 | |
| HOPE FOR PAWS | ||||||||
| 8950 W OLYMPIC BLVD STE 525 | BEVERLY HILLS | CA | 90211 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| ICARE DOG RESCUE | ||||||||
| 31441 SANTA MARGARITA PKWY | RANCHO SANTA MARGARITA | CA | 92688 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| JAMES BEARD FOUNDATION | ||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| JDRF | ||||||||
| 2 CORPORATE PARK 106 | IRVINE | CA | 92606 | N/A | PUBLIC CHARITY | GENERAL | $30,000 | |
| JESSIE REES FOUNDATION | ||||||||
| PO BOX 80667 | RANCHO SANTA MARGARITA | CA | 92688 | N/A | PUBLIC CHARITY | GENERAL | $50,000 | |
| LAGUNA FOOD PANTRY | ||||||||
| 20652 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| LEAPS AND BOUNDS PEDIATRIC FOUNDATION | ||||||||
| 4211 VALLEY VIEW AVE | NORCO | CA | 92860 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| LGBT CENTER OC | ||||||||
| 1605 N SPURGEON ST | SANTA ANA | CA | 92701 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| LIVE EARTH DISCOVERY FARM CENTER | ||||||||
| PO BOX 3490 | FREEDOM | CA | 95019 | N/A | PUBLIC CHARITY | GENERAL | $4,250 | |
| MAGIC CITY DISCOVERY CENTER | ||||||||
| 615 S BROADWAY STE L2 | MINOT | ND | 58701 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| MOMS ORANGE COUNTY | ||||||||
| 1128 W SANTA ANA BLVD | SANTA ANA | CA | 92703 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| NAVY LEAGUE ORANGE COUNTY | ||||||||
| POST 291 215 15TH ST | NEWPORT BEACH | CA | 92663 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| O'NEIL SEA ODYSSEY | ||||||||
| 2222 EAST CLIFF DRIVE 222 | SANTA CRUZ | CA | 95062 | N/A | PUBLIC CHARITY | GENERAL | $30,000 | |
| ONE STEP CLOSER | ||||||||
| 15770 FOOTHILL AVENUE | MORGAN HILL | CA | 95037 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| ORANGE COUNTY EQUALITY COALITION | ||||||||
| 5405 ALTON PARKWAY SUITE A-250 | IRVINE | CA | 92604 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| ORANGEWOOD CHILDREN'S FOUNDATION | ||||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 92705 | N/A | PUBLIC CHARITY | GENERAL | $200,000 | |
| PACIFIC MARINE MAMMAL CENTER | ||||||||
| 20612 LAGUNA CANYON RD | LAGUNA BEACH | CA | 92651 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| PROJECT HEALING WATERS | ||||||||
| 3100 VENUS WAY | REDDING | CA | 96002 | N/A | PUBLIC CHARITY | GENERAL | $100,000 | |
| RAISE CHILD ABUSE PREVENTION | ||||||||
| 2900 BRISTOL ST SUITE J-201 | COSTA MESA | CA | 92626 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| RED BUCKET EQUINE RESCUE | ||||||||
| 2885 ENGLISH RD | CHINO HILLS | CA | 91709 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| REINS | ||||||||
| 4461 S MISSION RD | FALLBROOK | CA | 92028 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| SAGE VETS | ||||||||
| 907 DELL AVE | CAMPBELL | CA | 95008 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| SCS NOONAN SCHOLARS | ||||||||
| 1414 S GRAND AVE | LOS ANGELES | CA | 90015 | N/A | PUBLIC CHARITY | GENERAL | $75,000 | |
| SHARE OUR SELVES | ||||||||
| 1550 SUPERIOR AVE | COSTA MESA | CA | 92627 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| SHARE OUR STRENGTH | ||||||||
| 1730 M STREET NW 700 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL | $100,000 | |
| SILICON VALLEY FACES | ||||||||
| 1401 PARKMOOR AVE STE 150 | SAN JOSE | CA | 95126 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| SIMA ENVIRONMENTAL FUND | ||||||||
| 27831 LA PAZ ROAD | LAGUNA NIGUEL | CA | 92677 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| STARKEY HEARING FOUNDATION | ||||||||
| 9440 SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | N/A | PUBLIC CHARITY | GENERAL | $150,000 | |
| TEAM IMPACT | ||||||||
| 500 VICTORY RD 4TH FLOOR | QUINCY | MA | 02171 | N/A | PUBLIC CHARITY | GENERAL | $15,000 | |
| TENNYSON CENTER FOR CHILDREN | ||||||||
| 2950 TENNYSON ST | DENVER | CO | 80212 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| TGR FOUNDATION | ||||||||
| 121 INNOVATION DR STE 150 | IRVINE | CA | 92617 | N/A | PUBLIC CHARITY | GENERAL | $75,000 | |
| THE ECOLOGY CENTER | ||||||||
| 32701 ALIPAZ ST | SAN JUAN | CA | 92675 | N/A | PUBLIC CHARITY | GENERAL | $30,000 | |
| THE FUZZY PET FOUNDATION | ||||||||
| 1158 26TH STREET 260 | SANTA MONICA | CA | 90403 | N/A | PUBLIC CHARITY | GENERAL | $7,500 | |
| THE GOOD CEMETERIAN HISTORICAL PRESERVATION PROJECT | ||||||||
| 22811 RICHARDSON LN | LAND O LAKES | FL | 34639 | N/A | PUBLIC CHARITY | GENERAL | $30,000 | |
| THE MARY C SCHANZ FOUNDATION | ||||||||
| 301 W SPRING VALLEY PLACE | TUCSON | AZ | 85704 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| THE REPRESENTATION PROJECT | ||||||||
| PO BOX 1750 | ROSS | CA | 94957 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| THE ROTARY FOUNDATION | ||||||||
| 1550 SHERMAN AVE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| THE SURVIVOR MITZVAH PROJECT | ||||||||
| 2658 GRIFFITH PARK BL 299 | LOS ANGELES | CA | 90039 | N/A | PUBLIC CHARITY | GENERAL | $60,000 | |
| THE TODD ANGLIN HOME FOR CHILDREN | ||||||||
| PO BOX 1551 | GARDEN GROVE | CA | 928421551 | N/A | PUBLIC CHARITY | GENERAL | $25,000 | |
| THORN | ||||||||
| 10960 WILSHIRE BLVD C/O ALTMAN | LOS ANGELES | CA | 90024 | N/A | PUBLIC CHARITY | GENERAL | $100,000 | GREENFIELD SELVAGGI LLP |
| TIA'S ARMS | ||||||||
| 3 WILD GOOSE CT | NEWPORT BEACH | CA | 92663 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| UCI FOUNDATION (MOBILE EYE CLINIC) | ||||||||
| 850 HEALTH SERVICES ROAD | IRVINE | CA | 92697 | N/A | PUBLIC CHARITY | GENERAL | $5,000 | |
| VETERANS PARK CONSERVANCY | ||||||||
| 11661 SAN VINCENTE BLVD STE 204 | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | GENERAL | $35,000 | |
| WATER BUFFALO CLUB (FOSTER CARE COUNTS) | ||||||||
| 11150 SANTA MONICA BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | N/A | PUBLIC CHARITY | GENERAL | $20,000 | |
| WATER BUFFALO CLUB | ||||||||
| 1547 SOUTH OAKHURST DRIVE | LOS ANGELES | CA | 90035 | N/A | PUBLIC CHARITY | GENERAL | $62,500 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 5300 ANGELES VISTA BLVD | VIEW PARK | CA | 90043 | N/A | PUBLIC CHARITY | GENERAL | $15,000 | |
| WISH UPON A TOY | ||||||||
| 326 NUGGET CT | SAN DIMAS | CA | 91773 | N/A | PUBLIC CHARITY | GENERAL | $2,500 | |
| YOUTH COMMUNITY SERVICE | ||||||||
| 3727W 6TH ST STE 300 | LOS ANGELES | CA | 90020 | N/A | PUBLIC CHARITY | GENERAL | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,792,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,765 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $726,817 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $125,362 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,049 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $532,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,555,054 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,555,054 | 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 FEES | CategoryTxt |
| Amt | $29,800 | Amt |
| Net Investment Income | $22,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,450 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2012-09-01 | $1,738,000 | L | $0 | $0 | ||
| BUILDING | 2012-09-01 | $462,000 | SL | $11,846 | $0 | $70,747 | 39.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF, PART VII-B, LINE 3A: | FormAndLineReferenceDesc |
| Medium Explanation | GOTHARD STREET INDUSTRIAL LPTHE FOUNDATION OWNED A 15.89% INTEREST OF GOTHARD STREET INDUSTRIAL LP DURING THE YEAR. THE FOUNDATION SOLD THE INTEREST AND OWNED A 0% INTEREST AS OF DECEMBER 31, 2017. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN VARIOUS CHARLES SCHWAB ACCOUNTS | FMV | $18,390,635 | $18,390,635 |
| INVESTMENT IN VARIOUS MERRILL LYNCH | FMV | $12,334,446 | $12,334,446 |
| PROSPECT ADVISOR | FMV | $1,074,465 | $1,074,465 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $1,738,000 | $0 | $1,738,000 |
| BUILDING | $462,000 | $82,593 | $379,407 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,894 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,894 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PAINTING | $600 | $600 | $600 |
| DEPOSITS | $450,000 | $450,000 | $450,000 |
| INCOME TAX RECEIVABLE | -$509 | -$509 | -$509 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) -NO TAX EFFECT | Desc |
| Amt | $4,994,422 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $109 | $109 | $0 |
| OFFICE EXPENSES | $15,955 | $0 | $15,955 |
| INSURANCE | $57,059 | $0 | $11,355 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROSPECT ADVISORS K-1 INCOME | $16,954 | $16,954 |
| MISCELLANEOUS INCOME | $98 | $98 |
| LIFE INSURANCE PAYMENT | $10,997 | $10,997 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $130,000 | $0 | $130,000 |
| ADMINISTRATIVE FEES | $6,000 | $4,200 | $1,800 |
| MANAGEMENT FEES | $335,732 | $335,732 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES | $3,865 | $0 | $3,865 |
| BUSINESS REGISTRATION FEES | $1,050 | $0 | $1,050 |
| FOREIGN TAXES PAID | $13,461 | $13,461 | $0 |
| PROPERTY TAXES - VIA BURTON | $27,152 | $27,152 | $0 |
Comments