FRAN & RAY STARK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRAN & RAY STARK FOUNDATION (EIN 95-3767859)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349105729
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T17:44:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954476507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 CANOGA AVENUE 17TH FLOOR | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913672565 | 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 | 953767859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRAN & RAY STARK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREY MANAGEMENT INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 3102371700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 S BUNDY DRIVE NO 420 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE GREY | PersonNm |
| Person Title | AGENT | PersonTitleTxt |
| Phone | 3102371700 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DREW GREY | PreparerPersonNm |
| PTIN | P00180795 | PTIN |
| Phone | 8189950090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.60.214.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 20:34:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB8F6DA8ABAF451B6E324490C5B9F80F4CE4D62B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BC9DC2A9001E307639E0B10A0E2C79493877E3C0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,089,933 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $424,752 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,735,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,735,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,431 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,692,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,431 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $240,924 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $240,924 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,513,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,089,196 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $95,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,829 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,915 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,914 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,388 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,194 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,194 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $216,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,056 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $108,057 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,310 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,309 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,290 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,645 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,645 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84,771 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,772 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $699,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $349,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $349,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,274,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,274,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,974,085 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $349,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,624,224 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,460,137 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,739,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,109 | CashBOYAmt |
| Cash EOY | $299,630 | CashEOYAmt |
| Cash EOYFMV | $299,630 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,469,390 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,808,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,808,306 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,495,268 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,000,004 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,023,983 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,606,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,104,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,034,924 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,068,304 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,813,099 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,807,190 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,025,238 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,961,022 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,625,861 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,138,541 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,490,039 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,490,039 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,937,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,476,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,089,933 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $38,937,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,476,997 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,937,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,476,997 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,937,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,476,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,937,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,460,137 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,476,997 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,476,997 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| ST- EL CAMINO EUROPE FUND (EIN 95-4249155) | P | $17,836 | -$17,836 | -$17,836 | |||
| LT- EL CAMINO EUROPE FUND (EIN 95-4249155) | P | $30,697 | -$30,697 | -$30,697 | |||
| 3,760 SHARES OF BROOKFIELD PROPERTY PARTNERS LP | P | $76,140 | $1,872 | $1,872 | 2018-08-28 | 2018-10-02 | $78,012 |
| WYNN LAS VEGAS LLC | P | $12,989 | $12,989 | 2018-03-21 | 2018-03-21 | $12,989 | |
| SALE OF GROVE PARK VILLAS | P | $177,193 | $410,519 | $410,519 | 2018-12-28 | $587,712 | |
| 5,000 SHARES ALTRIA GROUP INC. | P | $57,002 | $243,210 | $243,210 | 2014-05-13 | 2018-03-23 | $300,212 |
| 500,000 BOND REDEMPTION- CENTRAL COSTACALIF | P | $495,262 | $4,738 | $4,738 | 2009-10-29 | 2018-09-13 | $500,000 |
| 1,000,000 BOND REDEMPTION- FORD MOTOR CREDIT | P | $996,007 | $3,993 | $3,993 | 2011-06-01 | 2018-05-15 | $1,000,000 |
| 250,000 BOND REDEMPTION- GENERAL ELEC | P | $250,769 | -$769 | -$769 | 2013-01-24 | 2018-03-01 | $250,000 |
| 10,000 SHARES GGP INC | P | $194,573 | -$191,453 | -$191,453 | 2017-08-02 | 2018-08-30 | $3,120 |
| 5,000 SHARES GILEAD SCIENCES INC | P | $539,194 | -$174,837 | -$174,837 | 2015-08-21 | 2018-08-23 | $364,357 |
| 2,190 SHARES HSBC HLDGS | P | $465,563 | -$132,054 | -$132,054 | 2009-03-31 | 2018-09-25 | $333,509 |
| 2,000 SHARES INTL BUSINESS MACH | P | $280,038 | -$22,233 | -$22,233 | 2017-08-18 | 2018-10-22 | $257,805 |
| CAPITAL GAINS DIVIDENDS | P | $4,989 | $4,989 | $4,989 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,431 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,693,129 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $52,045,753 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051745 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,126,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $48,465,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,163,177 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $49,232,953 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,609,577 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $49,986,256 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052206 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,791,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $47,857,139 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058338 | DistributionYr5Rt |
| Total Distribution | 0.291055 | TotalDistributionRt |
| Average Distribution | 0.058211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,728,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,894,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,393 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,912,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,624,224 | 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 | $17,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,404 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,404 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,011 | OverpaymentAmt |
| Applied To ES Tax | $40,011 | 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 | GREY MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 3102371700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 S BUNDY DR 420 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY STARK MORRISSEY | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 5.00 | $110,000 | $0 | $0 |
| ANITA ROSENSTEIN | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HERBERT ALLEN | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BONNIE GREY | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 5.00 | $40,000 | $0 | $0 |
| ALLISON GORSUCH | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 5.00 | $40,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $41,810,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,675,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,486,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,486,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $757,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,728,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,486,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,486,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,393 | TotalTaxAmt |
| Distributable Before Adj | $2,469,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,469,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,469,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,624,224 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,624,224 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,393 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,606,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,469,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $445,195 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $739,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $765,636 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $131,522 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,221,670 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,624,224 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,469,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,155,168 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,376,838 | 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 | $445,195 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,931,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,080 | ExcessFromYear4Amt |
| Excess From Year3 | $739,237 | ExcessFromYear3Amt |
| Excess From Year2 | $765,636 | ExcessFromYear2Amt |
| Excess From Year1 | $131,522 | ExcessFromYear1Amt |
| Excess From Current Year | $1,155,168 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF MOTION PICTURES ARTS & SCIENCES | |||||||
| 1313 VINE ST | LOS ANGELES | CA | 90028 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $500,000 |
| ACADEMY OF MOTION PICTURES ARTS & SCIENCES | |||||||
| 1313 VINE ST | LOS ANGELES | CA | 90028 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $500,000 |
| AMERICAN FRIENDS OF KESHET EILON INC | |||||||
| 25 TRINITY PASS RD | POUND RIDGE | NY | 10576 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $2,500 |
| AMERICAN FUND FOR THE TATE GALLERY FOUNDATION | |||||||
| 520 WEST 27TH STREET UNIT 404 | NEW YORK | NY | 100015548 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $15,000 |
| AMERICAN FUND FOR THE TATE GALLERY FOUNDATION | |||||||
| 520 WEST 27TH STREET UNIT 404 | NEW YORK | NY | 100015548 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $15,000 |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $5,000 |
| CEDARS-SINAI WOMEN'S GUILD | |||||||
| 8700 BEVERLY BOULEVARD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | OTHER PUBLIC CHARITY | HEALTH CARE SERVICES AND EDUCATION FOR WOMEN AND TEENS | $10,000 |
| CENTER THEATRE GROUP | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $10,000 |
| CHARITABLE VENTURES OF ORANGE COUNTY | |||||||
| 1505 E 17TH STREET SUITE 101 | SANTA ANA | CA | 92705 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $2,500 |
| CHILDREN'S DIABETES FOUNDATION | |||||||
| 4380 S SYRACUSE STREET SUITE 430 | DENVER | CO | 80237 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $5,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 2117 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | OTHER PUBLIC CHARITY | TREATMENT AND PREVENTION OF CHILD ABUSE AND NEGLECT | $15,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $15,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $50,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $5,000 |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 SOUTH BEVERLY DRIVE SUITE 338 | BEVERLY HILLS | CA | 90212 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $1,000 |
| FOUNDATION FOR ART & PRESERVATION IN EMBASSIES | |||||||
| 1725 ST NW 300 | WASHINGTON | DC | 20006 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $20,000 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $25,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVENUE | STUDIO CITY | CA | 91604 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $5,000 |
| HEARST CASTLE PRESERVATION FOUNDATION | |||||||
| 750 HEARST CASTLE ROAD | SAN SIMEON | CA | 93452 | NONE | OTHER PUBLIC CHARITY | PROGRAMS FOR HISTORIC PRESERVATION | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PROGRAMS AND RESOURCES FOR FORMERLY GANG INVOLVED AND RECENTLY INCARCERATED MEN AND WOMEN | $100,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PROGRAMS AND RESOURCES FOR FORMERLY GANG INVOLVED AND RECENTLY INCARCERATED MEN AND WOMEN | $10,000 |
| INSTITUTE OF CONTEMPORARY ART LOS ANGELES | |||||||
| 1717 E 7TH ST | LOS ANGELES | CA | 90021 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $3,000 |
| KECK SCHOOL OF MEDICINE | |||||||
| 1975 ZONAL AVENUE KAM 500 | LOS ANGELES | CA | 90089 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $100,000 |
| LA CONSERVANCY | |||||||
| 523 WEST 6TH STREET | LOS ANGELES | CA | 90014 | NONE | OTHER PUBLIC CHARITY | PROGRAMS FOR HISTORIC PRESERVATION | $5,000 |
| LA PHILHARMONIC | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $10,000 |
| LALELA PROJECT | |||||||
| PO BOX 20395 | NEW YORK | NY | 10023 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $1,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $333,333 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $150,000 |
| MARLBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVEUNE | LOS ANGELES | CA | 90004 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $10,000 |
| MOTION PICTURE AND TELEVISION FUND | |||||||
| 23388 MULHOLLAND DRIVE | WOODLAND HILLS | CA | 91364 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $25,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $30,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $20,000 |
| THE COLLEAGUES | |||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | OTHER PUBLIC CHARITY | TREATMENT AND PREVENTION OF CHILD ABUSE AND NEGLECT | $15,000 |
| THE FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 900485114 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $10,000 |
| THE JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $10,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $15,000 |
| THE MUSIC CENTER | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $10,000 |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | NONE | OTHER PUBLIC CHARITY | PROGRAMS FOR HISTORIC PRESERVATION | $5,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD 900 | LOS ANGELES | CA | 90024 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $400,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD 900 | LOS ANGELES | CA | 90024 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $100,000 |
| THE UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| GEORGE LUCAS BUILDING ROOM 2009 | LOS ANGELES | CA | 90089 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $350,000 |
| THE UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| GEORGE LUCAS BUILDING ROOM 2009 | LOS ANGELES | CA | 90089 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $300,000 |
| THE VENEZUELAN AMERICAN ENDOWMENT FOR THE ARTS | |||||||
| 25 BROADWAY 9TH FLOOR | NEW YORK | NY | 10004 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $1,000 |
| UCLA FOUNDATION - DIVISION OF DIGESTIVE DISEASES | |||||||
| 100 UCLA MEDICAL PLAZA 265 | LOS ANGELES | CA | 90095 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $25,000 |
| UCLA SCHOOL OF THEATRE | |||||||
| 225 CHARLES E YOUNG DRIVE | LOS ANGELES | CA | 90095 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $10,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE AT 75TH STREET | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $10,000 |
| YO SAN UNIVERSITY OF TRADITIONAL CHINESE MEDICINE | |||||||
| 13315 W WASHINGTON BLVD | LOS ANGELES | CA | 90066 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,274,333 | 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 | $1,735,841 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $107,442 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $107,442 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,981,754 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,089,196 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALLISON GORSUCH CLUT #1 | ||||||
| 1 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $69,257 | Yes (X) |
| ALLISON GORSUCH CLUT #1 | ||||||
| 2 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $69,257 | Yes (X) |
| ALLISON GORSUCH CLUT #1 | ||||||
| 3 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $69,257 | Yes (X) |
| ALLISON GORSUCH CLUT #1 | ||||||
| 4 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $69,258 | Yes (X) |
| ALLISON GORSUCH CLUT #2 | ||||||
| 5 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $36,930 | Yes (X) |
| ALLISON GORSUCH CLUT #2 | ||||||
| 6 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $36,931 | Yes (X) |
| ALLISON GORSUCH CLUT #2 | ||||||
| 7 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $36,930 | Yes (X) |
| ALLISON GORSUCH CLUT #2 | ||||||
| 8 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $36,931 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $52,388 | Amt |
| Net Investment Income | $26,194 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,194 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,813,099 | EOYBookValueAmt |
| EOYFMV | $4,807,190 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $20,104,897 | EOYBookValueAmt |
| EOYFMV | $33,034,924 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,000,004 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,023,983 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EL CAMINO EUROPE FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,961,022 | BookValueAmt |
| EOYFMV | $2,625,861 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $7,829 | LegalFeesAmt |
| Net Investment Income | $3,915 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,914 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT ASSETS | Desc |
| BOY Book Value | $1,138,541 | BOYBookValueAmt |
| EOY Book Value | $1,490,039 | EOYBookValueAmt |
| EOYFMV | $1,490,039 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO / PARKING EXPENSE | $536 | $268 | $268 |
| FEES | $170 | $85 | $85 |
| INSURANCE | $14,282 | $7,141 | $7,141 |
| MESSENGER SERVICE | $229 | $114 | $115 |
| OFFICE SUPPLIES AND EXPENSE | $207 | $104 | $103 |
| OUTSIDE HELP | $151,391 | $75,695 | $75,696 |
| POSTAGE AND SHIPPING | $290 | $145 | $145 |
| STORAGE | $2,235 | $1,118 | $1,117 |
| UTILITIES AND TELEPHONE | $203 | $101 | $102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EL CAMINO EUROPE FUND, LTD. | -$73,975 | -$73,975 | -$73,975 |
| GROVE PARK VILLAS, LTD | -$32,666 | -$32,666 | -$32,666 |
| ROYALTY INCOME- FROM 1099S | $326,224 | $326,224 | $326,224 |
| THE ELVIS COMPANY | -$574 | -$574 | -$574 |
| THE VILLAIN COMPANY | -$2,015 | -$2,015 | -$2,015 |
| MISCELLANEOUS INVESTMENT INCOME | $400 | $400 | $400 |
| THE VILLAIN COMPANY- ROYALTY INCOME | $23,633 | $23,633 | $23,633 |
| BROOKFIELD PROPERTY PARTNERS LP | -$103 | -$103 | -$103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING EXPENSES | CategoryTxt |
| Amt | $216,073 | Amt |
| Net Investment Income | $108,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $108,057 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $42,619 | $21,310 | $21,309 |
| FRANCHISE TAXES | $10 | $0 | $0 |
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