WURWAND FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WURWAND FOUNDATION (EIN 47-4821139)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-04
- IRS object ID
- 201902479349100210
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-04T16:52:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954508585 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTINI AKPOVI PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD SUITE 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 | 474821139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WURWAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WURW | BusinessNameControlTxt |
| Phone | 3102602526 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD NO 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND L WURWAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102602526 | PhoneNum |
| Signature | 2019-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY O AKPOVI PHD CPA | PreparerPersonNm |
| PTIN | P00049180 | PTIN |
| Phone | 8187891179 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.60.24.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-15 | IPDt |
| IP Tm | 20:48:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 714DCD30EA67BB220945A89AFBFB28A5A1959A24 | AtSubmissionFilingDeviceId |
| 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 | $46,942,024 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,374,714 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,374,714 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,374,714 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,114,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,064,214 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,577,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,438,928 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,374,714 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,848 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,848 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,097 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,823 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,822 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $27,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,776 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $237,452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $141,564 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,162,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,162,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,505,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,280,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,071,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,282,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,374,714 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,086,229 | CashBOYAmt |
| Cash EOY | $2,774,265 | CashEOYAmt |
| Cash EOYFMV | $2,774,265 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,339,598 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,151,367 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,275,047 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,935,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,886,539 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,823,503 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $38,801,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,379,151 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,949,716 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $75,985 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,493 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,493 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,239,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,310,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,942,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $44,239,051 | UnrestrictedBOYAmt |
| Unrestricted EOY | $46,310,815 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,239,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,310,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,239,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,310,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,239,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,071,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $46,310,815 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,310,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITY NATIONAL BANK LONG TERM SALES | D | 2017-01-01 | 2018-07-01 | $9,737,209 | $4,459,538 | $5,277,671 | $5,277,671 |
| CITY NATIONAL BANK LONG TERM SALES | P | 2017-01-01 | 2018-07-01 | $23,547,751 | $23,547,751 | $0 | $0 |
| CITY NATIONAL BANK LONG TERM SALES | P | 2017-01-01 | 2018-07-01 | $13,810,542 | $13,121,899 | $688,643 | $688,643 |
| CITY NATIONAL BANK SHORT TERM SALES | P | 2018-01-01 | 2018-07-01 | $17,498,177 | $18,460,755 | -$962,578 | -$962,578 |
| CITY NATIONAL BANK SHORT TERM SALES | P | 2018-01-01 | 2018-07-01 | $7,760,968 | $7,760,968 | $0 | $0 |
| CITY NATIONAL BANK SHORT TERM SALES | D | 2017-12-22 | 2018-07-01 | $11,805,378 | $11,805,378 | $0 | $0 |
| CITY NATIONAL BANK SHORT TERM SALES | D | 2018-01-01 | 2018-07-01 | $2,068,169 | $2,007,691 | $60,478 | $60,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,064,214 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$902,100 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $984,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,464,408 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $279,198 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,763,946 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012828 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $453,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,866,313 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $466,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,504,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026648 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $444,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,840,006 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056637 | DistributionYr5Rt |
| Total Distribution | 0.153699 | TotalDistributionRt |
| Average Distribution | 0.030740 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,643,640 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,464,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62,828 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,527,393 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,280,587 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,655 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125,655 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,342 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $106,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $128,342 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,687 | OverpaymentAmt |
| Applied To ES Tax | $2,687 | 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 |
| Org Report Or Register State | NV | 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 | VALERIE RUBIO | IndividualWithBooksNm |
| Phone | 3102602526 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 MONTANA AVENUE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RAYMOND L WURWAND | ||||||||
| 16830 VENTURA BLVD SUITE 501 | ENCINO | CA | 91436 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE D WURWAND | ||||||||
| 16830 VENTURA BLVD SUITE 501 | ENCINO | CA | 91436 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MARSHA OLSON | ||||||||
| 1026 MONTANA AVENUE | SANTA MONICA | CA | 90403 | DIRECTOR OF COMMUNITY PARTNERSHIPS | 40.00 | $41,848 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIE BYRNE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1026 MONTANA AVENUE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING SERVICES | ServiceTypeTxt |
| Compensation | $63,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $47,019,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,349,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,369,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,369,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $725,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,643,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,382,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,382,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,655 | TotalTaxAmt |
| Distributable Before Adj | $2,256,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,256,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,256,527 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,280,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,280,587 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,280,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,256,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,266,875 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,280,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,266,875 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,242,815 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND L WURWAND | ContributingManagerNm |
| Contributing Manager | JANE D WURWAND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY 501(C | DONOR ADVISED FUND TO BE USED TO CONTRIBUTE TO CHARITABLE ORGANIZATIONS | $582,617 | |
| CARLTHORP SCHOOL | ||||||||
| 438 SAN VICENTE BLVD | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| CSUN FOUNDATION | ||||||||
| 18111 NORDHOFF STREET UNIVERSITY | NORTHRIDGE | CA | 913308296 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | HALL 110 |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| FATHER'S HOUSE | ||||||||
| 2100 RAMONA ROAD | ATASCADERO | CA | 93422 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $500 | |
| GIRLS ON THE RUN INTERNATIONAL | ||||||||
| 801 EAST MOREHEAD STREET SUITE 201 | CHARLOTTE | NC | 28202 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| IMAGINE LA | ||||||||
| 672 S LAFAYETTA PARK PLACE UNIT 28 | LOS ANGELES | CA | 90057 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| IMPACT PERSONAL SAFETY | ||||||||
| PO BOX 931541 | LOS ANGELES | CA | 90093 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| INNER-CITY ARTS | ||||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 6505 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| JEWISH CENTER FOR JUSTICE | ||||||||
| 11960 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $60,000 | |
| LOS ANGELES LGBT CENTER | ||||||||
| 1118 N MCCADDEN PLACE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| MAYORS FUND FOR LOS ANGELES | ||||||||
| 200 N SPRING STREET SUITE 305B | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | |
| MONTECITO FIREFIGHTERS' CHARITABLE FOUNDATION | ||||||||
| 595 SAN YASIDRO ROAD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| NO KID HUNGRY | ||||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,300 | |
| OUR HOUSE | ||||||||
| 1663 SAWTELLE BLVD SUITE 300 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $20,000 | |
| SOVAJEWISH FAMILY SERVICE OF LA | ||||||||
| 16439 VANOWEN ST | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| ST JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $25,000 | |
| THE DIAN FOSSEY GORILLA FUND INTERNATIONAL | ||||||||
| 800 CHEROKEE AVENUE SE | ATLANTA | GA | 30315 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| THE EVERYCHILD FOUNDATION | ||||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $10,000 | |
| THE JEWISH FEDERATION | ||||||||
| 6505 WILSHIRE BLVD 100RB | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $6,000 | |
| THE JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $5,000 | |
| THE OPPORTUNITY FUND | ||||||||
| 5701 SOUTH EASTERN AVENUE SUITE 120 | CITY OF COMMERCE | CA | 90040 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $295,750 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 900246519 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $35,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 320 EAST 43RD STREET 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| UNIVERSITY SYNAGOGUE | ||||||||
| 11960 W SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,250 | |
| VILLAGE FOR VETS | ||||||||
| 149 S BARRINGTON AVE 640 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $2,500 | |
| WINDWARD SCHOOL | ||||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $7,500 | |
| WOMEN & CHILDREN'S ALLIANCE | ||||||||
| 720 WEST WASHINGTON STREET | BOISE | ID | 83702 | NONE | PUBLIC CHARITY 501(C | TO FURTHER THE AGENDA OF THE ORGANIZATION. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,162,417 | 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 | $1,374,714 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,577,224 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,577,224 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAYMOND AND JANE WURWAND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,645 | Amt |
| Net Investment Income | $12,823 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,822 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,886,539 | EOYBookValueAmt |
| EOYFMV | $3,823,503 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,155,291 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,282,846 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,996,076 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,992,201 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | AT COST | $25,579,151 | $26,322,907 |
| MUTUAL FUNDS | AT COST | $7,800,000 | $7,626,809 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,097 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNED INT IN TRANSIT | Desc |
| BOY Book Value | $75,985 | BOYBookValueAmt |
| EOY Book Value | $119,493 | EOYBookValueAmt |
| EOYFMV | $119,493 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $141,564 | $141,564 | $0 | $0 |
| MANAGEMENT FEES AND GENERAL CONSULTING | $65,823 | $0 | $0 | $63,500 |
| BUSINESS LICENSES & PERMITS | $50 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $216 | $0 | $0 | $0 |
| OFFICE EXPENSE | $92 | $0 | $0 | $0 |
| COMMUNICATIONS EXPENSE | $27,401 | $0 | $0 | $0 |
| MEALS | $2,306 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,776 | $1,776 | $0 | $0 |
| FEDERAL TAXES | $25,200 | $0 | $0 | $0 |
| STATE TAXES | $25 | $0 | $0 | $0 |
Comments