BETA

GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GALE FAMILY FOUNDATION INC (EIN 95-4774225)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-05
IRS object ID
201822489349100012
Schema version
2017v2.3
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)
Return2018-09-05T16:01:59-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110960 WILSHIRE BLVD SUITE 1100AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954774225EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GALE FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGALEBusinessNameControlTxt
Phone3104770450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 24950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTINA J GALEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104770450PhoneNum
Signature2018-08-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCURTIS ABRAMSONPreparerPersonNm
PTINP00243720PTIN
Phone3104770450PhoneNum
Preparation2018-08-22PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$793,303FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,770DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,770DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$795NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$29,205GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,983TotalRevAndExpnssAmt
Total Net Invst Incm$16,778TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,831OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,831OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$470TaxesRevAndExpnssAmt
Taxes Net Invst Incm$280TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$190TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,301TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,111TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$190TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,214ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,214ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,515TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,111TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,404TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,532ExcessRevenueOverExpensesAmt
Net Investment Income$12,667NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,543CashBOYAmt
Cash EOY$9,139CashEOYAmt
Cash EOYFMV$9,139CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,093SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,053SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,053SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$314,735CorporateStockBOYAmt
Corporate Stock EOY$348,272CorporateStockEOYAmt
Corporate Stock EOYFMV$348,272CorporateStockEOYFMVAmt
Corporate Bonds BOY$415,699CorporateBondsBOYAmt
Corporate Bonds EOY$420,839CorporateBondsEOYAmt
Corporate Bonds EOYFMV$420,839CorporateBondsEOYFMVAmt
Total Assets BOY$750,070TotalAssetsBOYAmt
Total Assets EOY$793,303TotalAssetsEOYAmt
Total Assets EOYFMV$793,303TotalAssetsEOYFMVAmt
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$750,070RetainedEarningBOYAmt
Retained Earning EOY$793,303RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$750,070TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$793,303TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$750,070TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$793,303TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$750,070TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,532ExcessRevenueOverExpensesAmt
Other Increases$68,765OtherIncreasesAmt
Subtotal$793,303SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$793,303TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$27,200$30,000-$2,800-$2,800
CAPITAL GAINS DIVIDENDSP$2,005$2,005$2,005
FieldValueIRS element (for citing)
Capital Gain Net Income-$795CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$38,947AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$751,694NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051812DistributionYr1Rt
Adjusted Qlfy Distri Yr2$39,647AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$786,336NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050420DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,755AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$822,952NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049523DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,134AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$819,660NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047744DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,280AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$807,953NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049854DistributionYr5Rt
Total Distribution0.249353TotalDistributionRt
Average Distribution0.049871AverageDistributionRt
Net Vl Noncharitable Assets$770,172NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$38,409AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$127NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$38,536AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,404QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$253InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$253SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$253TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,249EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,249TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$996OverpaymentAmt
Applied To ES Tax$996AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksMOSS ADAMS LLPIndividualWithBooksNm
Phone3104770450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 24950AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TINA J GALE
PO BOX 24950LOS ANGELESCA90024PRESIDENT/DIRECTOR1.00$0$0$0
M ROBERT GALE
PO BOX 24950LOS ANGELESCA90024SECRETARY/DIRECTOR/CFO1.00$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$759,373AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$781,901TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$781,901AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,729CashDeemedCharitableAmt
Net Vl Noncharitable Assets$770,172NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,509MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,509MinimumInvestmentReturnAmt
Tax Based On Investment Income$253TaxBasedOnInvestmentIncomeAmt
Total Tax$253TotalTaxAmt
Distributable Before Adj$38,256DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$38,256DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$38,256DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,404ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$37,404QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$37,404AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,256DistributableAsAdjustedAmt
Undistributed Income PY$37,214UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$37,404QualifyingDistributionsAmt
Applied To Year1$37,214AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$190AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$38,066UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTINA J GALEContributingManagerNm
Contributing ManagerM ROBERT GALEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMANDA FOUNDATION
351 FOOTHILL RDBEVERLY HILLSCA90210NONEPCTO RESCUE ABUSED, ABANDONED, AND UNWANTED ANIMALS AND ADOPT THEM TO LOVING FAMILIES GIVING THEM PERMANENT HOMES$1,000
FREEDOM SERVICE DOGS OF AMERICA
114 CAMP K9 ROADPONTE VEDRACO32081NONEPCTO ENHANCE THE LIVES OF PEOPLE WITH DISABILITIES BY RESCUING DOGS AND TRAINING THEM FOR INDIVIDUAL NEEDS$1,000
GUIDE DOG FOUNDATION
371 E JERICHO TURNPIKESMITHTOWNNY11787NONEPCTO PROVIDE GUIDE DOGS FREE OF CHARGE TO THE BLIND$3,500
JDRF ONE WALK
26 BROADWAY 14TH FLOORNEW YORKNY10004NONEPCTO ACCELERATE LIFE-CHANGING BREAKTHROUGHS TO CURE, PREVENT, AND TREAT TYPE 1 DIABETES AND ITS COMPLICATIONS$2,000
JEWISH FAMILY SERVICE
3580 WILSHIRE BLVD SUITE 700LOS ANGELESCA90010NONEPCTO 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$2,000
JUDICIAL WATCH
425 THIRD ST SW SUITE 800WASHINGTONDC20024NONEPCTO EDUCATE AMERICANS ABOUT CORRUPTION IN GOVERNMENT AND HOW TO STOP IT$5,500
K9 FOR WARRIORS
7193 S DILLON CTENGLEWOODFL80112NONEPCTO PROVIDE SERVICE CANINES TO VETERANS SUFFERING FROM POST-TRAUMATIC STRESS DISORDER$1,000
PACIFIC RESEARCH INSTITUTE
101 MONTGOMERY STREETSAN FRANCISCOCA94104NONEPCTO CHAMPION FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY IDEAS$2,500
WESPARK CANCER SUPPORT CENTER
13522 VENTURA BLVDSHERMAN OAKSCA91423NONEPCTO PROVIDE FREE SERVICES TO PEOPLE OF ALL AGES, RACES, AND ECONOMIC CIRCUMSTANCES WHOSE LIVES HAVE BEEN AFFECTED BY CANCER$1,000
FRIENDS OF THE MONTECITO LIBRARY
PO BOX 5788SANTA BARBARACA93150NONEPCTO PROVIDE SERVICES TO THE LOCAL LIBRARY$714
THE REAGAN LEGACY FOUNDATION
16001 VENTURA BLVDENCINOCA91436NONEPCTO CONDUCT CHARITABLE AND EDUCATIONAL ACTIVITIES FOR THE PUBLIC INCLUDING: EDUCATION ON THE HISTORY AND ACCOMPLISHMENTS OF THE PRESIDENCY OF RONALD REAGAN$1,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCTO PROVIDE SPIRITUAL AND PHYSICAL AID TO HURTING PEOPLE AROUND THE WORLD$4,000
HOUSTON HUMANE SOCIETY
14700 ALMEDA ROADHOUSTONTX77053NONEPCTO END CRUELTY, ABUSE AND THE OVER POPULATION OF ANIMALS WHILE PROVIDING THE HIGHEST QUALITY OF LIFE$2,000
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC200065009NONEPCTO PREVENT AND ALLEVIATE HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS$500
HUMANE SOCIETY OF TAMPA BAY
3607 NORTH ARMENIA AVETAMPAFL33607NONEPCTO END ANIMAL HOMELESSNESS AND PROVIDE CARE AND COMFORT FOR COMPANION ANIMALS IN NEED$1,000
AMERICAN BIRD CONSERVANCY
PO BOX 249THE PLAINSVA20198NONEPCTO CONSERVE NATIVE BIRDS AND THEIR HABITATS THROUGHOUT THE AMERICAS$1,000
TRUSTEE OF BOSTON UNIVERSITY
881 COMMONWEALTH AVE 4TH FLOORBOSTONMA022151303NONEPCTO PROVIDE HIGHER EDUCATION$1,000
THE GREY MUZZLE ORGANIZATION
14460 FALLS OF NEUSE RD SUITERALEIGHNC276148227NONEPCTO 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$1,500149-269
NATIONAL EDUCATION FOR ASSISTANCE DOG SERVICES INC (NEADS)
305 REDEMPTION ROCK TRAIL SOUTHPRINCETONMA01541NONEPCTO TRAIN AND PLACE ASSISTANCE DOGS TO HELP PEOPLE WHO HAVE DISABILITIES AND CHILDREN WHO HAVE AUTISM$1,000
SCHOLARSHIP AMERICA INC
7900 INTERNATIONAL DR NO 500MINNEAPOLISMN55425NONEPCTO MOBILIZE COMMUNITIES, THROUGH SCHOLARSHIPS AND EDUCATIONAL SUPPORT, TO MAKE POSTSECONDARY SUCCESS$1,500
YOUNG AMERICA'S FOUNDATION
11480 COMMERCE PARK DR NO 600RESTONVA201911556NONEPCTO ENSURE THAT INCREASING NUMBERS OF YOUNG AMERICANS UNDERSTAND AND ARE INSPIRED BY THE IDEAS OF INDIVIDUAL FREEDOM, A STRONG NATIONAL DEFENSE, FREE ENTERPRISE, AND TRADITIONAL VALUES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,214TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,770ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$795ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,983ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,983TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
4,337 SHARES AMERICAN BEACON SIM HIGH YLD OPPS Y CL$42,074$42,074
35,531 SHARES METROPOLITAN WEST TOTAL RETURN CLASS I$378,765$378,765

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3,467 SHARES BARON EMERGING MARKETS FUND INSTL$53,290$53,290
2,031 SHARES DFA GLOBAL REAL ESTATE SEC PORTFOLIO$22,236$22,236
6,952 SHARES DFA INTERNATIONAL CORE EQUITY$101,082$101,082
5,892 SHARES DFA US CORE EQUITY I$134,213$134,213
2,632 SHARES JOHN HANCOCK GL ABSO RETURN STRATS CL I$22,342$22,342
1,271 SHARES WILLIAM BLAIR MACRO ALLOCATION FUND CL I$15,109$15,109

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$68,765Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$3,831Amt
Net Investment Income$3,831NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$280$280$0
FRANCHISE TAX$10$0$10
REGISTRATION FILING FEE$180$0$180

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