THE CAROL MOSS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CAROL MOSS FOUNDATION (EIN 95-4076344)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349101494
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T12:36:26-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 833213985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN MINSK COLE & FASTOVSKY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1875 CENTURY PARK EAST STE 700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 954076344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL MOSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3104424885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL HALPER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES P FASTOVSKY | PreparerPersonNm |
| PTIN | P01294371 | PTIN |
| Phone | 3105532606 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,711,323 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $105,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,054 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $105,054 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,985,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $859,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,956 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,601 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $54,330 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$1,826,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,037 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $110,682 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $29,054 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,263 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,791 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,171 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,543 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,628 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,044 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,847 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $297,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,139,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,177 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $110,682 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,382,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,447,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,447,887 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $57,563,670 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $40,600,895 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $40,600,895 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $1,895 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,994 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,994 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $534,759 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,327,414 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,327,414 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,020,692 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,009,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,009,346 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $343,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $321,661 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $321,661 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,050 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,126 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,126 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,849,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,711,323 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,711,323 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,839 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,555 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,555 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,282,648 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,105,873 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $57,563,670 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $40,600,895 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,846,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,706,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,849,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,711,323 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,846,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,139,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $59,706,768 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,706,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,956 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,601 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $222,688 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,997,126 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05571 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,725 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,724,429 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,489,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04533 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $140,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,232,475 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $105,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,926,627 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03592 | DistributionYr5Rt |
| Total Distribution | 0.226122 | TotalDistributionRt |
| Average Distribution | 0.045224 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,388,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $469,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,002 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $470,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $297,266 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,004 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,004 | SubtotalAmt |
| Tax Based On Investment Income | $2,004 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $2,983 | OverpaymentAmt |
| Applied To ES Tax | $2,983 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL W HALPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104424885 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 WILSHIRE BLVD 400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SAMUEL HALPER | ||||||
| 152 S GLENROY AVE | LOS ANGELES | CA | 90049 | President | 7.50 | $0 |
| LOUIS HALPER | ||||||
| 4226 PACIFIC AVE | LONG BEACH | CA | 90807 | Treasurer | 7.50 | $0 |
| SUSAN BEVERIDGE | ||||||
| 12400 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90025 | Secretary | 7.50 | $0 |
| WILLIAM SMITH | ||||||
| 21210 OAKLEAF CANYON DRIVE | NEWHALL | CA | 91321 | Vice President | 7.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,078,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,468,412 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,547,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $10,547,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,388,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,004 | TotalTaxAmt |
| Distributable Before Adj | $517,445 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $517,445 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $517,445 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $297,266 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $297,266 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $297,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $517,445 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $157,540 | UndistributedIncomePYAmt |
| Qualifying Distributions | $297,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $157,540 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,726 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $377,719 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPERATION GRATITUDE | |||||||
| 21100 LASSEN ST | CHATSWORTH | CA | 91311 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS ROAD | SAN RAFAEL | CA | 94903 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON ROAD | WHITEWATER | CA | 92282 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| JEWISH VOCATIONAL SERVICE | |||||||
| 6505 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| UCSF FOUNDATION | |||||||
| 675 NELSON RISING LANE NS 218 | SAN FRANCISCO | CA | 94158 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| CEDARS SINAI FOUNDATION | |||||||
| 200 N ROBERTSON BLVD STE 101 | BEVERLY HILLS | CA | 90211 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| ARGUS SERVICE DOG FOUNDATION | |||||||
| 4804 LAUREL CANYON BLVD 266 | VALLEY VILLAGE | CA | 91607 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| DOGS 2 DOG TAGS | |||||||
| PO BOX 262 | SHEBOYGAN FALLS | WI | 53085 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| ONEVOICE | |||||||
| 1228 15TH STREET STE C | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| SPCA INTERNATIONAL-OPERATION BAGHDA | |||||||
| PO BOX 8682 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| DOWNTOWN DOG RESCUE | |||||||
| PO BOX 90035 | PASADENA | CA | 91109 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| FEEDING PETS OF THE HOMELESS | |||||||
| 400 WEST KING STREET SUITE 200 | CARSON CITY | NV | 89703 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| SPCLA FOR THE DISASTER ANIMAL RESPO | |||||||
| 5026 WEST JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $25,000 |
| MISSION K9 RESCUE | |||||||
| 10902 BRITOAK LANE | HOUSTON | TX | 77079 | NONE | PC | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,054 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,985,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$1,826,424 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,826,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,171 | Amt |
| Net Investment Income | $2,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,628 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | PART VII-A QUESTION #11STATEMENT OF INFORMATION REGARDING TRANSFERS FROM A CONTROLLED ENTITY:A: NAME AND ADDRESS OF CONTROLLED ENTITY: CAROL MOSS SPIVAK TRUST DTD 4/2/92B: EMPLOYER IDENTIFICATION NUMBER: 82-6497335C: DESCRIPTION OF TRANSFER: CASH TRANSFER FROM CAROL MOSS SPIVAK TRUST DTD 4/2/92 (ADMINISTRATIVE TRUST) TO ITS ONLY BENEFICIARYD: AMOUNT OF TRANSFER: $15,010,000 | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $29,054 | LegalFeesAmt |
| Net Investment Income | $7,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,791 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT - RENT | Desc |
| BOY Book Value | $2,050 | BOYBookValueAmt |
| EOY Book Value | $2,126 | EOYBookValueAmt |
| EOYFMV | $2,126 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,456 | $614 | $1,842 |
| LICENSE & PERMITS | $170 | $42 | $128 |
| BANK CHARGES | $15 | $4 | $11 |
| DEPLETION | $95 | $95 | |
| OFFICE EXPENSE | $207 | $52 | $155 |
| Rental Expenses | $20,948 | $5,237 | $15,711 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $54,330 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSE | Desc |
| BOY Book Value | $2,839 | BOYBookValueAmt |
| EOY Book Value | $4,555 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL MOSS SPIVAK TRUST DTD 4292 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12400 WILSHIRE BLVD STE 400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTB TAXES | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
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