MAGNA CARTA FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MAGNA CARTA FOUNDATION (EIN 22-3875602)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-12
- IRS object ID
- 201801329349100700
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-12T12:43:19-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'Connor Davies LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Summer Street 5th Floor East | AddressLine1Txt |
| City | Stamford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223875602 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGNA CARTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAGN | BusinessNameControlTxt |
| Phone | 3109905437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 Coperto Drive | AddressLine1Txt |
| City | Pacific Palisades | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | andrew furgatch | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 3109905437 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Garrett M Higgins | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2033232400 | PhoneNum |
| Preparation | 2018-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 10:44:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 804F34CAD71154B6AB63CCDEAD416BA8AE38E5F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45D10729E84C80409783239EA0C370A8A08632B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,864,945 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $65,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,036 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $65,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,036 | 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 |
| Accounting Fees Rev And Expnss | $6,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,035 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $59 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $59 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $344 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,074 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,703 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,074 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,092 | CashBOYAmt |
| Cash EOY | $23,107 | CashEOYAmt |
| Cash EOYFMV | $23,107 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $146,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,150 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,150 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,443,776 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,366,657 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,366,657 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $266,951 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $260,573 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $260,573 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,475 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,458 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,458 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,939,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,864,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,864,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,939,697 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,864,945 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,939,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,939,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,864,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,939,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,913,062 | SubtotalAmt |
| Other Decreases | $48,117 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,945 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,791,219 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028243 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,823,451 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061779 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,827,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041210 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,499 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,827,456 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,811,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041091 | DistributionYr5Rt |
| Total Distribution | 0.232789 | TotalDistributionRt |
| Average Distribution | 0.046558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $145,758 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,786 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,406 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,328 | 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 | $620 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $620 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $620 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $640 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andrew Furgatch | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3109905437 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 Coperto Drive | AddressLine1Txt |
| City | Pacific Palisades | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Andrew L Furgatch | ||||||||
| 222 Coperto Drive | pacific palisades | CA | 90272 | President | 2.00 | $0 | $0 | $0 |
| David A Lawless | ||||||||
| One Park Avenue | New York | NY | 10016 | Vice President | 2.00 | $0 | $0 | $0 |
| John T Hill II | ||||||||
| One Park Avenue | New York | NY | 10016 | Secretary & Treasurer | 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 | $139,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,978 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,978 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $620 | TotalTaxAmt |
| Distributable Before Adj | $6,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,168 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $83,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $620 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,708 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,168 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $58,843 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $58,843 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,317 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,317 | 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 | $17,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $17,317 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | n/a | PC | GENERAL SUPPORT | $350 |
| CAIA INC | |||||||
| 115 Bowery 3Flr | New York | NY | 10002 | n/a | PC | GENERAL SUPPORT | $4,000 |
| Cathedral Preparatory Seminary | |||||||
| 56-25 92 Street Elmhurst | New YORK | NY | 11373 | N/a | PC | General Support | $200 |
| CHS Coyote Football | |||||||
| Po Box 8833 | Calabasas HILLS | CA | 91372 | n/a | PC | General Support | $1,000 |
| CITY CHARTER SCHOOL | |||||||
| 4041 HILLCREST | LOS ANgeles | CA | 90008 | n/a | PC | GENERAL SUPPORT | $1,225 |
| The Boys and Girls Aid Society of Los Angeles County | |||||||
| 760 West Mountain View St | Altadena | CA | 91001 | n/a | pC | General Support | $2,000 |
| Friends Academy | |||||||
| Duck Pond Road | Locust Valley | NY | 11560 | n/a | PC | General Support | $500 |
| GEORGETOWN UNIVERSITY LOMBARDI COMPREHENSIVE CANCER CENTER | |||||||
| 3300 Whitehaven St NW Suite 4000 | WASHington | DC | 20007 | n/a | PC | GENERAL SUPPORT | $5,000 |
| GIRL SCOUT TROOP 1948 (GIRL SCOUTS OF THE HUDSON) | |||||||
| 26 Circle Road | Scarsdale | NY | 10583 | n/a | PC | GENERAL SUPPORT | $2,000 |
| Heartland Hospice Memorial Fund | |||||||
| 333 N Summit St | Toledo | OH | 43604 | n/a | pc | General Support | $150 |
| INNER CITY SCHOLARSHIP FUND | |||||||
| 1011 1st Avenue Suite 1400 | New York | NY | 10022 | n/a | PC | GENERAL SUPPORT | $2,000 |
| Juniata College | |||||||
| 1700 Moore Street Huntingdon | philadelphia | PA | 16652 | n/a | PC | General Support | $5,000 |
| KAIFA | |||||||
| 150-21 34th Ave | flushinG | NY | 11354 | n/a | nc | General Support | $5,000 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1401 New York Avenue NW Suite 400 | Washington | DC | 20005 | n/a | PC | GENERAL SUPPORT | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 61 Broadway Suite 400 | New York | NY | 10006 | n/a | PC | GENERAL SUPPORT | $475 |
| Los Angeles Philharmonic Assoc | |||||||
| 151 S Grand Ave | Los Angeles | CA | 90012 | n/a | PC | General Support | $25 |
| LURIE CHILDREN'S HOSPITAL | |||||||
| 225 E Chicago Avenue Box 4 | Chicago | IL | 60611 | n/a | PC | GENERAL SUPPORT | $2,000 |
| Machne Israel Inc | |||||||
| 770 Eastern Parkway | New York | NY | 11213 | n/a | PC | General Support | $200 |
| Malibu Foundation for Youth and Families | |||||||
| Po Box 6768 | Malibu | CA | 90264 | N/a | PC | general Support | $4,000 |
| Northern Illinois Food Bank | |||||||
| 273 Dearborn Court | Geneva | IL | 60134 | n/a | PC | General Support | $100 |
| Pepperdine University | |||||||
| 24255 Pacific Coast Highway | Malibu | CA | 90263 | n/a | PC | General Support | $500 |
| Scarsdale Volunteer Ambulance | |||||||
| PO Box 92 | Scarsdale | NY | 10583 | n/a | Pc | General Support | $5,000 |
| SEMINOLE BOOSTERS INC | |||||||
| PO Box 1393 | Tallahasse | FL | 32302 | n/a | PC | GENERAL SUPPORT | $650 |
| SPECTRUM INC | |||||||
| 31 Elwood Avenue | Burlington | VT | 05401 | n/a | PC | GENERAL SUPPORT | $5,000 |
| the rape foundation | |||||||
| 1223 Wilshire Blvd No 410 | Santa Monica | CA | 90403 | n/a | PC | General Support | $2,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | n/a | PC | GENERAL SUPPORT | $2,000 |
| University of Miami | |||||||
| 6200 San Amaro Drive Suite 300 | Coral Gable | FL | 33146 | n/a | PC | General Support | $5,000 |
| University of Southern California | |||||||
| 1150 S Olive St 25th Floor | Los Angeles | CA | 90015 | n/a | PC | General Support | $50 |
| VIEWPOINT SCHOOL | |||||||
| 23620 Mulholland Highway | Cabasas | CA | 91302 | n/a | PC | GENERAL SUPPORT | $16,200 |
| Whole Child International | |||||||
| 11726 San Vicente BLVD STE 222 | Los Angeles | CA | 90049 | n/a | PC | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,625 | 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 | $65,036 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | grant refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,536 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $6,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T | $153,225 | $153,225 |
| Celgene Technology | $102,807 | $102,807 |
| CISCO SYSTEMS, INC. | $128,543 | $128,543 |
| EXELON CORP. | $25,401 | $25,401 |
| FG | $114,485 | $114,485 |
| FHLMC | $3,688 | $3,688 |
| Four Times Square (FTST) | $189,665 | $189,665 |
| George Washington University | $259,769 | $259,769 |
| HARLEY DAVIDSON | $75,913 | $75,913 |
| HOME DEPOT INC | $30,452 | $30,452 |
| San Bruno CA Pension Obligation | $98,765 | $98,765 |
| Symantec Technology | $104,950 | $104,950 |
| SCHLUMBERGER HOLDINGS CO | $25,872 | $25,872 |
| jPMCC | $53,122 | $53,122 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Berkshire Hathaway | FMV | $134,533 | $134,533 |
| Ventas Realty LP/CAP CRP | FMV | $126,040 | $126,040 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | interest receivable | Desc |
| BOY Book Value | $15,475 | BOYBookValueAmt |
| EOY Book Value | $15,458 | EOYBookValueAmt |
| EOYFMV | $15,458 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized loss on investments | Desc |
| Amt | $48,117 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| state filing fee | $250 | $0 | $250 |
| bank charges | $39 | $39 | $0 |
| office expense | $94 | $0 | $94 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | grant refund | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment and mgmt fees | CategoryTxt |
| Amt | $3,035 | Amt |
| Net Investment Income | $3,035 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL Tax | CategoryTxt |
| Amt | $769 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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