KATHLEEN MAURER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KATHLEEN MAURER FOUNDATION (EIN 47-1616467)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-17
- IRS object ID
- 201901689349100410
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-17T08:05:00-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330684234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carpenter Petersen & Associates CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26020 Towne Centre Drive | AddressLine1Txt |
| City | Foothill Ranch | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92610 | 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 | 471616467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN MAURER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 9499513200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14417 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90853 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Rorrer | PersonNm |
| Person Title | CEO/DIRECTOR/TT | PersonTitleTxt |
| Signature | 2019-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gino Galante | PreparerPersonNm |
| PTIN | P00170369 | PTIN |
| Phone | 9499513200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,473,671 | 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 |
| Interest On Sav Rev And Expnss | $7,850 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,850 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,850 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,258 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,258 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $390,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $93,074 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $35,108 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,581 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,395 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,186 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,695 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,085 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,234 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,582 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,497 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,281 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,281 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,152 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,610 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,536 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35,108 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,820 | CashBOYAmt |
| Cash EOY | $53,462 | CashEOYAmt |
| Cash EOYFMV | $53,462 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,023,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,046,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,344,025 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $75,671 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $76,184 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,163,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,175,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,473,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,163,848 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,175,390 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,163,848 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,175,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,163,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,175,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,163,848 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,536 | ExcessRevenueOverExpensesAmt |
| Other Increases | $55,078 | OtherIncreasesAmt |
| Subtotal | $1,175,390 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,175,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITI PWM #6045 STC | P | 2018-01-01 | 2018-12-31 | $18,356 | $19,429 | -$1,073 | -$1,073 |
| CITI PWM #6045 LTC | P | 2001-01-01 | 2018-12-31 | $226,264 | $216,539 | $9,725 | $9,725 |
| .337 UNITED TECHNOLOGIES | P | 2018-11-28 | 2018-11-28 | $41 | $44 | -$3 | -$3 |
| 1 BARCLAYS BK PLC | P | 2010-07-28 | 2018-12-17 | $25,000 | $25,730 | -$730 | -$730 |
| 375 ICAHN ENTERPRISES | P | 2013-04-10 | 2018-04-17 | $23,298 | $24,613 | -$1,315 | -$1,315 |
| 23000 PITNEY BOWES INC | P | 2012-03-13 | 2018-08-02 | $23,504 | $23,182 | $322 | $322 |
| 350 ROCKWELL COLLINS | P | 2001-01-01 | 2018-11-28 | $49,747 | $23,296 | $26,451 | $26,451 |
| CAPITAL GAIN DIVS S/T | P | 2018-01-01 | 2018-12-30 | $41 | $41 | $41 | |
| CAPITAL GAIN DIVS L/T | P | 2017-01-01 | 2018-12-31 | $43 | $43 | $43 | |
| CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2018-12-31 | $24,505 | $24,505 | $24,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,966 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,035 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,498,606 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,275,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.02305 | DistributionYr2Rt |
| Total Distribution | 0.095317 | TotalDistributionRt |
| Average Distribution | 0.047659 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,572,093 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,924 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $607 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,201 | 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 | $607 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $607 | SubtotalAmt |
| Tax Based On Investment Income | $607 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $632 | TaxDueAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | 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 | GINO GALANTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9499513200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26020 TOWNE CENTRE DRIVE | AddressLine1Txt |
| City | FOOTHILL RANCH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92610 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ann Rorrer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3609 E2nd Street 403 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CEO/Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,000 | CompensationAmt |
| 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 | $1,539,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,596,033 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,596,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,572,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $607 | TotalTaxAmt |
| Distributable Before Adj | $77,998 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,998 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,998 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,201 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $104,201 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $607 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,998 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $39,231 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $34,186 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,201 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,998 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,203 | RemainingDistriFromCorpusAmt |
| Total Corpus | $99,620 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $99,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $39,231 | ExcessFromYear3Amt |
| Excess From Year1 | $34,186 | ExcessFromYear1Amt |
| Excess From Current Year | $26,203 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OLIVE CREST | |||||||
| 917 PINE AVENUE | LONG BEACH | CA | 90813 | DONEE | 501(c)(3) | TO SUPPORT CRITICAL PROGRAMS THAT PROVIDE SHELTER, TREATMENT AND CARE FOR AT-RISK YOUTH. | $15,000 |
| CITY OF HOPE | |||||||
| 1055 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90017 | DONEE | 501(C)(3) | FOR RESEARCH ON NEW MEDICAL, CANCER AND DIABETES TREATMENTS FOR CHILDREN. | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE SECOND FLOOR | NEW YORK CITY | NY | 10001 | DONEE | 501(C)(3) | FOR THE MEDICAL ASSISTANCE AND TREATMENT OF CHILDRENS HEALTH ISSUES. | $20,000 |
| GARFIELD HIGH SCHOOL | |||||||
| 5101 E 6TH STREET | LOS ANGELES | CA | 90022 | DONEE | 501(C)(3) | DONATE TO THE HIGH SCHOOL'S SCHOLARSHIP FUND. | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,850 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,966 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $57,966 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,074 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GENERATED BY PRUDENT INVESTING OF FUNDS AND FUNDS ON HAND PRIOR TO EXPENDITURE. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,780 | Amt |
| Net Investment Income | $1,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,085 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,581 | LegalFeesAmt |
| Net Investment Income | $6,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,186 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ICAHN LOSS | $809 | $809 |
| MEALS & ENTERTAINMENT | $1,084 | $1,084 |
| MISCELLANEOUS EXPENSE | $1,859 | $1,859 |
| PO BOX DUES | $400 | $400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $55,078 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $24,234 | Amt |
| Net Investment Income | $24,234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $85 | $85 | |
| OTHER TAXES | $49 | $49 | |
| PAYROLL TAXES | $1,448 | $1,448 |
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