BUDDY TAUB FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BUDDY TAUB FOUNDATION (EIN 95-4588448)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2018-04-11
- IRS object ID
- 201811019349100801
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2018-04-11T18:15:41-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954588448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUDDY TAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDD | BusinessNameControlTxt |
| Phone | 3108591800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD SUITE 525 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | dennis roach | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3108591800 | PhoneNum |
| Signature | 2018-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Preparation | 2018-04-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.76.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-04 | IPDt |
| IP Tm | 22:18:21 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D5C03224B797367BBEC7C69A253F864312EC00C5 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,303,331 | 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 | $15,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,628 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$172,100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,586,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $308 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $308 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $36,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,493 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,786 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,164 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,164 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,986 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $45,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $518,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $518,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $564,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$548,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,392 | CashBOYAmt |
| Cash EOY | $29,681 | CashEOYAmt |
| Cash EOYFMV | $29,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,989,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,650,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,650,780 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $211,547 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $99,496 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,674 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,740,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,529,057 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,464,422 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,040 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $53,774 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,021,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,359,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,303,331 | 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 | $9,021,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,359,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,021,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,359,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,021,751 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,359,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,021,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$548,325 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,473,426 | SubtotalAmt |
| Other Decreases | $114,372 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,359,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Great Plains - Long Term | 2015-01-01 | 2017-05-31 | $288,420 | $250,504 | $37,916 | $37,916 |
| great Plains - short Term | 2017-01-01 | 2017-05-31 | $339,530 | $299,131 | $40,399 | $40,399 |
| morgan stanley - long term | 2015-01-01 | 2017-05-31 | $1,392,757 | $1,670,631 | -$277,874 | -$277,874 |
| Great Plains - Money Market | 2017-01-01 | 2017-05-31 | $3,566,272 | $3,538,813 | $27,459 | $27,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$172,100 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $488,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,444,846 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $705,399 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,285,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $565,319 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,129,629 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $693,351 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,817,753 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070622 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $492,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,956,452 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049462 | DistributionYr5Rt |
| Total Distribution | 0.296229 | TotalDistributionRt |
| Average Distribution | 0.059246 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,246,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $547,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,943 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $549,790 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $564,636 | 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 | $1,943 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,943 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,096 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,096 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,153 | OverpaymentAmt |
| Applied To ES Tax | $2,153 | 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 | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 3108439700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Dennis A Roach APC | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | President | 6.00 | $32,000 | $0 | $0 |
| Jill J Roach | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | Secretary/CFO | 1.00 | $0 | $0 | $0 |
| Alexis Roach | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | Director | 0.00 | $0 | $0 | $0 |
| Stephanie Roach | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | Director | 0.00 | $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 | $6,695,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,692,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,387,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,387,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,246,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $462,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $462,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,943 | TotalTaxAmt |
| Distributable Before Adj | $460,406 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $460,406 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $460,406 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $564,636 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $564,636 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,943 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $562,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,406 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $44,156 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $250,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $564,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $460,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,230 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $354,584 | 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 | $354,584 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $44,156 | ExcessFromYear3Amt |
| Excess From Year2 | $197,326 | ExcessFromYear2Amt |
| Excess From Year1 | $8,872 | ExcessFromYear1Amt |
| Excess From Current Year | $104,230 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cedars-Sinai Medical Center | |||||||
| 5700 Beverly Blvd | Los Angeles | CA | 90048 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $15,000 |
| Cooper Hewitt Smithsonian Design Museum | |||||||
| 2 E 91st St | New York | NY | 10128 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $55,000 |
| Empower- The Emerging Markets Foundation | |||||||
| 111 John Street Suite 2410 | New York | NY | 10038 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $2,500 |
| Exponent Philanthropy | |||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $1,500 |
| Los Angeles County Museum of Art | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $76,000 |
| Museum of Contemporary Art San Diego | |||||||
| 1100 Kettner Blvd | San Diego | CA | 92101 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $35,000 |
| Museum of Rhode Island School of Design | |||||||
| 20 N Main St | Providence | RI | 02903 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $16,100 |
| New Orleans Museum of Art | |||||||
| 1 Collins Diboll Cir | New Orleans | LA | 70124 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $8,700 |
| New York Academy of Art | |||||||
| 111 Franklin St | New York | NY | 10013 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $10,000 |
| Perez Art Museum | |||||||
| 1103 Biscayne Blvd | Miami | FL | 33132 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $22,400 |
| Project X Foundation | |||||||
| P O Box 41-437 | Los Angeles | CA | 90041 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $5,000 |
| The FIT Foundation | |||||||
| Seventh Ave at 27th St | New York | NY | 100015992 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $30,000 |
| The Lilly Library | |||||||
| 1200 East Seventh Street | Bloomington | IN | 474055500 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $10,000 |
| The Museum of Fine Arts Houston | |||||||
| 1001 Bissonnet | Houston | TX | 77005 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $136,500 |
| The UCLA Foundation | |||||||
| 10920 Wilshire Blvd Suite 900 | Los Angeles | CA | 90024 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $7,500 |
| The University of Texas at Austin | |||||||
| P O Box 7458 | Austin | TX | 787137458 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $10,000 |
| UC Berkeley Art Museum | |||||||
| 2155 Center St | Berkeley | CA | 94720 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $20,870 |
| Vassar College | |||||||
| 124 Raymond Ave | Poughkeepsie | NY | 12604 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $4,250 |
| Washington & Lee University | |||||||
| 204 W Washington Street | Lexington | VA | 244502116 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $35,000 |
| Whitney Museum of American Art | |||||||
| 945 Madison Avenue at 75th Street | New York | NY | 10021 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $12,000 |
| Winterthur Museum | |||||||
| 5105 Kennett Pike | Wilmington | DE | 19735 | N/A | PC | Unrestricted grant to further the organization's exempt purpose | $5,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $518,650 | 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 | $15,078 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,557 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$172,100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,843 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,843 | 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 | $11,786 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,786 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | corporate bonds - great plains | BondNm |
| EOY Book Value | $50,040 | EOYBookValueAmt |
| EOYFMV | $53,774 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | corporate stock - great plains | StockNm |
| EOY Book Value | $6,529,057 | EOYBookValueAmt |
| EOYFMV | $7,464,422 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $99,496 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $104,674 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | to tie to broker stmts- no tax impact | Desc |
| Amt | $114,372 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,200 | $0 | $0 | $2,200 |
| BANK CHARGES | -$12 | $0 | $0 | $0 |
| storage | $5 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | misc income | Desc |
| Revenue And Expenses Per Books | $308 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $308 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,164 | Amt |
| Net Investment Income | $7,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $2,986 | $2,986 | $0 | $0 |
| ftb filing fee | $10 | $0 | $0 | $0 |
| federal taxes | $10,304 | $0 | $0 | $0 |
| atty gen filing fee | $75 | $0 | $0 | $0 |
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