HENRY & ARLINE GLUCK FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HENRY & ARLINE GLUCK FOUNDATION (EIN 95-4509348)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201931359349102623
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T13:31:55-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN680300457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MACIAS GINI & O'CONNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST STE 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900672935ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954509348EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY AND ARLINE GLUCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone3102773373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900672935ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHENRY GLUCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102773373PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN BLAKEMANPreparerPersonNm
PTINP01053938PTIN
Phone3102773373PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.12.156.46IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm18:24:32IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdB48FC98A999DCBDF2B5B2F3BFD98341599099D59AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,992,666FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$69,823DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,823DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$141,787NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$475,452GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$141,787CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$211,610TotalRevAndExpnssAmt
Total Net Invst Incm$211,610TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,546AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,296AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$170TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$170TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$312TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$312TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$72OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$72OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,322TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,778TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,870ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,870ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,970TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,322TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,648TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$109,640ExcessRevenueOverExpensesAmt
Net Investment Income$209,288NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$84,984CashBOYAmt
Cash EOY$53,515CashEOYAmt
Cash EOYFMV$53,515CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,656SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,315SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,315SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,219,211CorporateStockBOYAmt
Corporate Stock EOY$1,347,714CorporateStockEOYAmt
Corporate Stock EOYFMV$1,937,836CorporateStockEOYFMVAmt
Total Assets BOY$1,327,851TotalAssetsBOYAmt
Total Assets EOY$1,402,544TotalAssetsEOYAmt
Total Assets EOYFMV$1,992,666TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,327,851RetainedEarningBOYAmt
Retained Earning EOY$1,402,544RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,327,851TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,402,544TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,327,851TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,402,544TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,327,851TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$109,640ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,437,491SubtotalAmt
Other Decreases$34,947OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,402,544TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
4,441.000 SHRS OF VORNADO REALTY TRUST2003-10-072018-02-15$296,166$163,863$132,303$132,303
2,300.000 SHRS OF VORNADO REALTY TRUST2008-08-012018-02-15$153,385$158,139-$4,754-$4,754
133.000 SHRS OF VORNADO REALTY TRUST2009-03-122018-02-15$8,870$3,114$5,756$5,756
160.000 SHRS OF VORNADO REALTY TRUST2009-06-122018-02-15$10,670$5,617$5,053$5,053
36.000 SHRS OF VORNADO REALTY TRUST2009-09-142018-02-15$2,401$1,426$975$975
30.000 SHRS OF VORNADO REALTY TRUST2009-12-142018-02-15$2,001$1,506$495$495
CAPITAL GAINS DIVIDENDS$1,959$1,959$1,959P
FieldValueIRS element (for citing)
Capital Gain Net Income$141,787CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$229,678AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,261,046NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.101580DistributionYr1Rt
Adjusted Qlfy Distri Yr2$132,132AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,383,512NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055436DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,677AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,399,254NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039461DistributionYr3Rt
Adjusted Qlfy Distri Yr4$103,154AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,282,976NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045184DistributionYr4Rt
Adjusted Qlfy Distri Yr5$81,302AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,016,919NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040310DistributionYr5Rt
Total Distribution0.281971TotalDistributionRt
Average Distribution0.056394AverageDistributionRt
Net Vl Noncharitable Assets$2,177,493NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,798AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,093NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$124,891AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,648QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,186InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,186SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,186TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$946EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$946TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Tax Due$3,243TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMACIAS GINI O'CONNELL LLPIndividualWithBooksNm
Phone3102773373PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY GLUCK
2029 CENTURY PARK EAST STE 1500LOS ANGELESCA90067DIR./PRES.0.50$0$0$0
ARLINE GLUCK
2029 CENTURY PARK EAST STE 1500LOS ANGELESCA90067DIR./V.P/SEC.0.50$0$0$0
TRACEY GLUCK
2121 N BEVERLY DRIVEBEVERLY HILLSCA90210DIR./CFO/SEC.0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,112,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$97,801AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,210,653TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,210,653AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,160CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,177,493NetVlNoncharitableAssetsAmt
Minimum Investment Return$108,875MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$108,875MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,186TaxBasedOnInvestmentIncomeAmt
Total Tax$4,186TotalTaxAmt
Distributable Before Adj$104,689DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$104,689DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$104,689DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,648ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,648QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$99,648AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,689DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$6,437ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,437TotalExcessDistributionCyovAmt
Qualifying Distributions$99,648QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,648AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,041ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,041ExcessDistributionCyovAppCYAmt
Total Corpus$1,396TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,396ExcessDistriCyovToNextYrAmt
Excess From Year1$1,396ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHENRY GLUCKContributingManagerNm
Contributing ManagerARLINE GLUCKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHENRY ARLINE GLUCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12029 CENTURY PARK EAST 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3102773373RecipientPhoneNum
Form And Info And MaterialsSUBMISSIONS SHOULD BE IN WRITING & INCLUDE STATEMENT OF CHARITABLE PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADATH JESHURUN CONGREGATION
10500 HILLSIDE LN WHOPKINSMN55305NONEPUBLIC CHARITYGENERAL CONTRIBUTION$10,000
BOYS & GIRLS CLUBS OF AMERICA
1275 PEACHTREE ST NEATALANTAGA30309NONEPUBLIC CHARITYGENERAL CONTRIBUTION$1,000
CHILDREN'S BURN FOUNDATION
5000 VAN NUYS BLVD STE 210SHERMAN OAKSCA91403NONEPUBLIC CHARITYGENERAL CONTRIBUTION$1,000
CHILDREN'S INSTITUTE
1405 SHADY AVENUEPITTSBURGPA15217NONEPUBLIC CHARITYGENERAL CONTRIBUTION$10,000
DOBERMAN RESCUE
8900 NORRIS AVENUESUN VALLEYCA91352NONEPUBLIC CHARITYGENERAL CONTRIBUTION$1,000
MUSCULAR DYSTROPHY ASSOCIATION
161 N CLARK ST STE 3550CHICAGOIL60601NONEPUBLIC CHARITYGENERAL CONTRIBUTION$1,000
PARALYZED VETERANS OF AMERICA
801 EIGHTEENTH STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
PERFECT PET RESCUE
1178 ANGELO DRBEVERLY HILLSCA90210NONEPUBLIC CHARITYGENERAL CONTRIBUTION$200
THE THALIANS
15451 SAN FERNANDO MISSION BLVDMISSION HILLSCA91345NONEPUBLIC CHARITYGENERAL CONTRIBUTION$500
THE UCLA FOUNDATION
10920 WILSHIRE BLVD STE 900LOS ANGELESCA90024NONEPUBLIC CHARITYGENERAL CONTRIBUTION$30,000
UNIVERSITY OF PENNSYLVANIA
UNIVERSITY OF PENNSYLVANIAPHILADELPHIAPA19104NONEPUBLIC CHARITYGENERAL CONTRIBUTION$100
WAGS AND WALKS RESCUE
8721 SANTA MONICA BLVD 344W HOLLYWOODCA90069NONEPUBLIC CHARITYGENERAL CONTRIBUTION$10,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHARITYGENERAL CONTRIBUTION$17,970
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,870TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,823ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$141,787ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$211,610ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$211,610TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING$4,500$2,250$2,250
LEGAL$14,046$0$14,046

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER HERE TO ELECT UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEAR BEFORE 2016 OR TO APPLY TO CORPUS.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
8,000 SHRS OF BANK OF AMERICA$309,899$197,120
5,564 SHRS OF SIMON PROPERTY GROUP INC$412,188$934,696
3,000 SHRS OF JPMORGAN CHASE & CO.$105,847$292,860
1,600 SHRS OF OCCIDENTAL PETE CORP$146,546$98,208
3,700 SHRS OF DOUGLAS EMMETT INC$49,618$126,281
1,000 SHRS OF INTEL CORP$161,283$164,255
2,700 SHRS OF WELL FARGO & CO$162,333$124,416

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT IN CASH$32,447
NON-DEDUCTIBLE EXPENSES$2,500

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$72RevenueAndExpensesPerBooksAmt
Net Investment Income$72NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXESCategoryTxt
Amt$170Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$170DisbursementsCharitablePrpsAmt

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