ALESIA FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALESIA FAMILY FOUNDATION (EIN 95-4750403)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201933159349101113
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T13:19:06-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815179315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 8TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 954750403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALESIA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALES | BusinessNameControlTxt |
| Phone | 3109541050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1760 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904061760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD GROSSMAN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3109541050 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HACIA | PreparerPersonNm |
| PTIN | P01376457 | PTIN |
| Phone | 3109541050 | PhoneNum |
| Preparation | 2019-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.42.60.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 12:03:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DC0E7330EDE874B95CAF211934012B76B11E26DE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 81F44DC121522252C59EFFEBF290A0795A605ED1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $798,091 | 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 | $18,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,544 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,560 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,141 | CashBOYAmt |
| Cash EOY | $60,550 | CashEOYAmt |
| Cash EOYFMV | $60,550 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $23,471 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,471 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $100,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,550 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $634,169 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $704,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $587,520 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $851,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $888,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $798,091 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $5,099 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,099 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $846,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $883,195 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $851,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $888,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $851,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $888,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $851,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $888,294 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $888,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $57,767 | GrossSalesPriceAmt |
| Gain Or Loss | $57,767 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57,767 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $870,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005171 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,608 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $847,608 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.131674 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $899,539 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055584 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $890,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036509 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $862,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105468 | DistributionYr5Rt |
| Total Distribution | 0.334406 | TotalDistributionRt |
| Average Distribution | 0.066881 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $902,351 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,350 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $765 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $845 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,345 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,814 | OverpaymentAmt |
| Applied To ES Tax | $1,814 | 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 | GELFAND RENNERT FELDMAN LLC | IndividualWithBooksNm |
| Phone | 3109541050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 8TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SHARON ALESIA | ||||||||
| PO BOX 1760 | SANTA MONICA | CA | 904061760 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| HOWARD GROSSMAN | ||||||||
| PO BOX 1760 | SANTA MONICA | CA | 904061760 | CO-TRUSTEE | 1.00 | $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 | $800,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $916,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $916,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $902,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,118 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,118 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,531 | TotalTaxAmt |
| Distributable Before Adj | $43,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,587 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $6,304 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,012 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $118,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,087 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,087 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,786 | 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 | $38,470 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,304 | ExcessFromYear3Amt |
| Excess From Year2 | $70,012 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHARON ALESIA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CONCERN FOUNDATION | ||||||||
| 11111 WEST OLYMPIC BLVD STE 214 | LOS ANGELES | CA | 90064 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $1,000 | |
| THE SMILE TRAIN | ||||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 869628 | TOPEKA | KS | 666758517 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 2440 HOTEL CIRCLE NORTH SUITE 200 | SAN DIEGO | CA | 92108 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE 17TH | CHICAGO | IL | 606017633 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | FLOOR |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| PO BOX 446 | SANTA ROSA | CA | 954020446 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| CHILDREN OF THE NIGHT | ||||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| AHEAD WITH HORSES INC | ||||||||
| 10157 JOHANNA AVE | SHADOW HILLS | CA | 91040 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| ST VINCENT DE PAUL VILLAGE | ||||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| MOTION PICTURE TELEVISION FUND | ||||||||
| 23388 MULHOLLAND DRIVE | WOODLAND HILLS | CA | 91364 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| AL BAHR SHRINERS | ||||||||
| KEARNY MESA ROAD | SAN DIEGO | CA | 921111303 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| SAN DIEGO RESCUE MISSION | ||||||||
| PO BOX 80427 | SAN DIEGO | CA | 921370427 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| PAWS FOR PURPLE HEARTS | ||||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 94951 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| THE LOS ANGELES MISSION | ||||||||
| 303 EAST 5TH STREET | LOS ANGELS | CA | 90013 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 18TH STREET NW | WASHINGTON | DC | 200063517 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,500 | 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 | $18,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,544 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HEALTHCARE TRUST OF AMERICA, INC. | StockNm |
| EOY Book Value | $100,000 | EOYBookValueAmt |
| EOYFMV | $126,550 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $704,273 | BookValueAmt |
| EOYFMV | $587,520 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE OF CA FTB | $10 | $0 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUST | $25 | $0 | $0 | $0 |
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