GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GALE FAMILY FOUNDATION INC (EIN 95-4774225)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-08
- IRS object ID
- 201922209349100757
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-08T16:43:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 954774225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104770450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA J GALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104770450 | PhoneNum |
| Signature | 2019-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS ABRAMSON | PreparerPersonNm |
| PTIN | P00243720 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2019-07-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-24 | IPDt |
| IP Tm | 16:46:24 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36D078364537ED2B0493FCFEC2C902C26DC751A7 | 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 | $713,134 | 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 | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,405 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,047 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,047 | 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 |
| Other Prof Fees Rev And Expnss | $3,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,717 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $422 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,076 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,076 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,139 | CashBOYAmt |
| Cash EOY | $1,053 | CashEOYAmt |
| Cash EOYFMV | $1,053 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,965 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,965 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $348,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $284,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $284,821 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $420,839 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $408,295 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $408,295 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $793,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $713,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $713,134 | 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 | $793,303 | RetainedEarningBOYAmt |
| Retained Earning EOY | $713,134 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $793,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $713,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $793,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $713,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $793,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $773,125 | SubtotalAmt |
| Other Decreases | $59,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $713,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $14,913 | $15,000 | -$87 | -$87 |
| CAPITAL GAINS DIVIDENDS | P | $2,691 | $2,691 | $2,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,604 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $770,172 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048566 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,947 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $751,694 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,647 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $786,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,755 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $822,952 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,134 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $819,660 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047744 | DistributionYr5Rt |
| Total Distribution | 0.248065 | TotalDistributionRt |
| Average Distribution | 0.049613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $752,812 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,349 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $179 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,528 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,086 | 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 | $179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $996 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $996 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $817 | OverpaymentAmt |
| Applied To ES Tax | $817 | 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 | MOSS ADAMS LLP | IndividualWithBooksNm |
| Phone | 3104770450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 |
|---|---|---|---|---|---|---|---|---|
| TINA J GALE | ||||||||
| PO BOX 24950 | LOS ANGELES | CA | 90024 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| M ROBERT GALE | ||||||||
| PO BOX 24950 | LOS ANGELES | CA | 90024 | SECRETARY/DIRECTOR/CFO | 1.00 | $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 | $743,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $764,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $764,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $752,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179 | TotalTaxAmt |
| Distributable Before Adj | $37,462 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,462 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,462 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,086 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,086 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $179 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,907 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,462 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,066 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,066 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20 | 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 | $37,442 | 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 | TINA J GALE | ContributingManagerNm |
| Contributing Manager | M ROBERT GALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMANDA FOUNDATION | ||||||||
| 351 FOOTHILL RD | BEVERLY HILLS | CA | 90210 | NONE | PC | TO RESCUE ABUSED, ABANDONED, AND UNWANTED ANIMALS AND ADOPT THEM TO LOVING FAMILIES GIVING THEM PERMANENT HOMES | $2,876 | |
| FREEDOM SERVICE DOGS OF AMERICA | ||||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | CO | 32081 | NONE | PC | TO ENHANCE THE LIVES OF PEOPLE WITH DISABILITIES BY RESCUING DOGS AND TRAINING THEM FOR INDIVIDUAL NEEDS | $4,000 | |
| GUIDE DOG FOUNDATION | ||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PC | TO PROVIDE GUIDE DOGS FREE OF CHARGE TO THE BLIND | $2,000 | |
| JDRF ONE WALK | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO ACCELERATE LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT, AND TREAT TYPE 1 DIABETES AND ITS COMPLICATIONS | $500 | |
| JEWISH FAMILY SERVICE | ||||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PC | TO STRENGTHEN AND PRESERVE INDIVIDUAL, FAMILY AND COMMUNITY LIFE BY PROVIDING A WIDE RANGE OF NEEDED HUMAN SERVICES TO PEOPLE IN THE COMMUNITY AT EVERY STAGE OF THE LIFE CYCLE, ESPECIALLY THOSE WHO ARE POOR AND DISADVANTAGED | $1,500 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD ST SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | TO EDUCATE AMERICANS ABOUT CORRUPTION IN GOVERNMENT AND HOW TO STOP IT | $7,000 | |
| K9 FOR WARRIORS | ||||||||
| 7193 S DILLON CT | ENGLEWOOD | FL | 80112 | NONE | PC | TO PROVIDE SERVICE CANINES TO VETERANS SUFFERING FROM POST-TRAUMATIC STRESS DISORDER | $2,000 | |
| PACIFIC RESEARCH INSTITUTE | ||||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | PC | TO CHAMPION FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY IDEAS | $1,000 | |
| WESPARK CANCER SUPPORT CENTER | ||||||||
| 13522 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | TO PROVIDE FREE SERVICES TO PEOPLE OF ALL AGES, RACES, AND ECONOMIC CIRCUMSTANCES WHOSE LIVES HAVE BEEN AFFECTED BY CANCER | $2,000 | |
| TRUSTEE OF BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVE 4TH FLOOR | BOSTON | MA | 022151303 | NONE | PC | TO PROVIDE HIGHER EDUCATION | $1,000 | |
| THE GREY MUZZLE ORGANIZATION | ||||||||
| 14460 FALLS OF NEUSE RD SUITE | RALEIGH | NC | 276148227 | NONE | PC | TO IMPROVE THE LIVES OF AT-RISK SENIOR DOGS BY PROVIDING FUNDING AND RESOURCES TO ANIMAL SHELTERS, RESCUE ORGANIZATIONS, SANCTUARIES, AND OTHER NON-PROFIT GROUPS NATIONWIDE | $1,500 | 149-269 |
| SCHOLARSHIP AMERICA INC | ||||||||
| 7900 INTERNATIONAL DR NO 500 | MINNEAPOLIS | MN | 55425 | NONE | PC | TO MOBILIZE COMMUNITIES, THROUGH SCHOLARSHIPS AND EDUCATIONAL SUPPORT, TO MAKE POSTSECONDARY SUCCESS POSSIBLE FOR ALL STUDENTS | $1,500 | |
| CHILDREN'S INSTITUTE INC | ||||||||
| 2121 W TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | TO HELP CHILDREN HEAL FROM TRAUMA OF FAMILY AND COMMUNITY VIOLENCE AND LEAD HEALTHY, PRODUCTIVE LIVES | $1,500 | |
| GARDEN SCHOOL FOUNDATION INC | ||||||||
| PO BOX 191300 | LOS ANGELES | CA | 90019 | NONE | PC | TO PROVIDE GARDEN-BASED EDUCATION TO APPROXIMATELY TWO THOUSAND FIVE HUNDRED STUDENTS | $200 | |
| GARY SINISE FOUNDATION | ||||||||
| 1901 AVENUE OF THE STARS NO 1050 | LOS ANGELES | CA | 90067 | NONE | PC | TO SERVE THE NATION BY HONORING ITS DEFENDERS, VETERANS, 1ST RESPONDERS, THEIR FAMILIES & THOSE IN NEED | $1,000 | |
| GIRLS INCORPORATED OF CARPINTERIA | ||||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | TO INSPIRE AND EMPOWER GIRLS AND WOMEN TO ACHIEVE PERSONAL, SOCIAL, POLITICAL, AND ECONOMIC SUCCESS | $500 | |
| HEARST CASTLE PRESERVATION FOUNDATION | ||||||||
| PO BOX 192955 | SAN FRANCISCO | CA | 94119 | NONE | PC | TO CONSERVE AND PROMOTE HEARST CASTLE | $500 | |
| SANTA BARBARA FIREFIGHTERS ALLIANCE | ||||||||
| PO BOX 3776 | SANTA BARBARA | CA | 93130 | NONE | PC | TO DONATE FUNDS TO, OR PURCHASE EQUIPMENT FOR, THE SANTA BARBARA CITY AND COUNTY FIRE DEPARTMENT | $5,000 | |
| WILDLAND FIREFIGHTER FOUNDATION | ||||||||
| 2049 AIRPORT WAY | BOISE | ID | 83705 | NONE | PC | TO PROVIDE SUPPORT TO FALLEN AND/OR INJURED FIREFIGHTERS AND THEIR FAMILIES | $1,000 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO HONOR AND EMPOWER WOUNDED WARRIORS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,076 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,405 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,047 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,047 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,337 SHARES AMERICAN BEACON SIM HIGH YLD OPPS Y CL | $39,124 | $39,124 |
| 35,531 SHARES METROPOLITAN WEST TOTAL RETURN CLASS I | $369,171 | $369,171 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,467 SHARES BARON EMERGING MARKETS FUND INSTL | $43,236 | $43,236 |
| 2,031 SHARES DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $20,307 | $20,307 |
| 6,952 SHARES DFA INTERNATIONAL CORE EQUITY | $81,338 | $81,338 |
| 5,892 SHARES DFA US CORE EQUITY I | $121,075 | $121,075 |
| 1,396 SHARES LAZARD GLOBAL LISTED INFRASTRUCTURE PORT | $18,865 | $18,865 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $59,991 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,717 | Amt |
| Net Investment Income | $3,717 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $422 | $422 | $0 |
| FRANCHISE TAX | $10 | $0 | $10 |
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