WALTER W MOSHER JR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALTER W MOSHER JR FOUNDATION (EIN 03-0407059)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-14
- IRS object ID
- 201920739349100852
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-14T15:51:27-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810769338 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLIE HOFFER & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6130 VARIEL AVE | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 | 030407059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER W MOSHER JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 8187049899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER MOSHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8187049899 | PhoneNum |
| Signature | 2019-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN K HELLIE | PreparerPersonNm |
| PTIN | P00290933 | PTIN |
| Phone | 8184495700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.81.177.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-14 | IPDt |
| IP Tm | 13:51:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 213E1900CCA525332DD3258D9E74CF7A44326105 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8FC5CD11624E9AD94F1E1578960D5A18F714822D | 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 | $1,239,087 | 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 | $130,669 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,323 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,208 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,063,075 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,024,408 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,019,879 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,149,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,243,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,239,087 | 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 | $1,149,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,243,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,149,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,243,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,243,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,149,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,243,616 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,243,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBVIE INC 2% 18NV06 | 2018-03-05 | 2018-11-06 | $10,000 | $10,000 | $0 | $0 |
| GATX CORP 2% 19MH15 | 2018-07-06 | 2018-12-28 | $60,000 | $59,963 | $37 | $37 |
| SYMANTEC 3.95% 12JN15 | 2017-09-21 | 2018-07-31 | $78,004 | $82,319 | -$4,315 | -$4,315 |
| EASTMAN CHEMICAL 2.7% 20JA15 | 2016-02-22 | 2018-11-29 | $70,000 | $69,778 | $222 | $222 |
| GOLDMAN SACHS 3.25% 18AU15 | 2012-08-07 | 2018-08-15 | $100,000 | $99,250 | $750 | $750 |
| GOLDMAN SACHS 2.25% 18DE15 | 2017-01-01 | 2018-12-17 | $80,000 | $80,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,306 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,202 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,111,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049648 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,035,301 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049986 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,777 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $928,809 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,793 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $834,987 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050052 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $744,402 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036942 | DistributionYr5Rt |
| Total Distribution | 0.236990 | TotalDistributionRt |
| Average Distribution | 0.047398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,186,221 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,225 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $323 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,000 | 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 | $323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $323 | TaxDueAmt |
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 | Yes (1) | 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 | THE WALTER W MOSHER JR FOUNDATION | IndividualWithBooksNm |
| Phone | 8187049899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WALTER W MOSHER JR PHD | ||||||||
| 7623 SOUTHBY DRIVE | WEST HILLS | CA | 91304 | PRESIDENT/CFO/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LEE KANON ALPERT | ||||||||
| 7623 SOUTHBY DRIVE | WEST HILLS | CA | 91304 | VICE-PRES/SECRETARY/DIRECT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,082,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,204,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,204,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,064 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,186,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,311 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,311 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $323 | TotalTaxAmt |
| Distributable Before Adj | $58,988 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,988 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $323 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $119 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $336 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $119 | ExcessFromYear2Amt |
| Excess From Year1 | $205 | ExcessFromYear1Amt |
| Excess From Current Year | $12 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER W MOSHER JR PHD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETTY FORD CENTER | |||||||
| 41990 COOK STREET STE C301 | PALM DESERT | CA | 92211 | N/A | PUBLIC CHARITY | SUBSTANCE ABUSE TREATMENT AND EDUCATION. | $10,000 |
| CASA COUNCIL OF MOJAVE | |||||||
| PO BOX 6605 | KINGMAN | AZ | 86402 | N/A | PUBLIC CHARITY | SUPPORT FOSTER CHILDREN OF MOHAVE COUNTY BY PROVIDING EDUCATIONAL AND EXTRACURICULAR ACTIVITIES. | $2,500 |
| CHILD DEVELOPMENT INSTITUTE | |||||||
| 6340 VARIEL ACE STE A | WOODLAND HILLS | CA | 91367 | N/A | PUBLIC CHARITY | PROVIDE RELATIONSHIP-BASED EARLY INTERVENTION AND THERAPEUTIC SERVICES TO CHILDREN AND THEIR FAMILIES. | $2,500 |
| CHILDREN'S HOSPITAL OF LA | |||||||
| 4650 SUNSET BLVD | LOS ANGLELES | CA | 90027 | N/A | PUBLIC CHARITY | PROVIDE PEDIATRIC AND ADOLESCENT HEALTH CARE. | $5,000 |
| HATHAWAY-SYCAMORES FOUNDATION | |||||||
| 210 SOUTH DELACEY AVE SUITE 110 | PASADENA | CA | 91105 | N/A | PUBLIC CHARITY | SUPPORT TROUBLED CHILDREN AND THEIR FAMILIES | $2,500 |
| HELP OF OJAI | |||||||
| 111 W SANTA ANA ST | OJAI | CA | 93023 | N/A | PUBLIC CHARITY | PROVIDE SOCIAL SERVICES IN OJAI VALLEY | $2,500 |
| MEND | |||||||
| 13460 VAN NUYS BLVD | PACOIMA | CA | 91331 | N/A | PUBLIC CHARITY | PROVIDE FOOD,CLOTHING & MED. ASSISTANCE TO THE POOR | $2,500 |
| NEW HORIZONS | |||||||
| 15725 PARTHENIA ST | NORTH HILLS | CA | 91343 | N/A | EDUCATIONAL INSTITUT | TO CONTRIBUTE TO SUPPORT GENERAL OPERATING COSTS FOR EDUCATION AND EMPLOYMENT OF INDIVIDUALS WITH SPECIAL NEEDS. | $2,500 |
| ONE GENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PUBLIC CHARITY | MED/SOCIAL ASSIST. AT-RISK/DISABLED YOUTH & ADULTS | $2,500 |
| PIERCE COLLEGE | |||||||
| 6201 WINNETKA AVE 2600 | WOODLAND HILLS | CA | 91371 | N/A | EDUCATIONAL INSTITUT | EXPAND EDUCATIONAL OPPORTUNITIES | $2,000 |
| THE PARKER TASK FORCE FOOD BANK | |||||||
| 20118 E MAINSTREET UNIT D | PARKER | CO | 80138 | N/A | PUBLIC CHARITY | PROVIDING INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WITH FOOD, LIMITED FINANCIAL ASSISTANCE AND OTHER SUPPORT SERVICES TO HELP THEM BECOME SELF-SUFFICIENT. | $2,500 |
| THREE SQUARES | |||||||
| 4190 N PECOS RD | LAS VEGAS | NV | 89115 | N/A | PUBLIC CHARITY | PROVIDE FODD FOR A HEALTH DIET FOR UNDERPRIVELEDGED CHILDREN AND SENIORS. | $2,500 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | N/A | PUBLIC CHARITY | SUPPORT PEOPLE WITH DISABILITIES | $2,500 |
| VALLEY FAMILY CENTER | |||||||
| 302 S BRAND BLVD | SAN FERNANDO | CA | 91340 | N/A | PUBLIC CHARITY | EDUCATIONAL ASSISTANCE & SOCIAL SERVICES | $2,500 |
| VISION TO LEARN | |||||||
| 11611 SAN VICENTE BLVD STE 500 | LOS ANGLELES | CA | 90049 | N/A | PUBLIC CHARITY | PROVIDING EYE EXAMS AND GLASSES TO YOUNG STUDENTS IN LOW INCOME COMMUNITIES TO HELPED IMPROVE THE QUALITY OF THEIR EDUCATION AND THEIR LIVES, AND HELPED THEM ATTAIN HIGHER GRADES | $2,500 |
| WOODBURY UNIVERSITY | |||||||
| 7500 GLEN OAKS BLVD | BURBANK | CA | 91510 | N/A | EDUCATIONAL INSTITUT | EXPAND EDUCATIONAL OPPORTUNITIES | $10,000 |
| OJAI VALLEY COMMUNITY HOSPITAL FOUNDATION | |||||||
| 1306 MARICOPA HWY STE A | OJAI | CA | 93023 | N/A | PUBLIC CHARITY | PROVIDE OJAI VALLEY RESIDENTS WITH QUALITY MEDICAL CARE AND SERVICES | $1,000 |
| PROVIDENCE TARZANA FOUNDATION | |||||||
| 18321 CLARK ST | TARZANA | CA | 91356 | N/A | PUBLIC CHARITY | ENABLE THE MEDICAL CENTER TO KEEP PACE WITH ADVANCES IN LIFESAVING TECHNOLOGY WHILE RESPONDING TO THE NEEDS OF OUR SAN FERNANDO VALLEY COMMUNITIES. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,000 | 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 | $32,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,306 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,017 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER W MOSHER JR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913045270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,669 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,955 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,024,408 | EOYBookValueAmt |
| EOYFMV | $1,019,879 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $3,618 | $0 | $0 |
| FEES | $50 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER W MOSHER JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHY DRIVE | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91304 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $10 | $0 | $0 |
| FEDERAL TAXES | $298 | $0 | $0 |
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