BETA

THE CAROL MOSS FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE CAROL MOSS FOUNDATION (EIN 95-4076344)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-10-11
IRS object ID
201812849349100021
Schema version
2017v2.2
Note
A later return for the same period supersedes this one.
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)
Return2018-10-11T13:37:23-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362132863PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FriedmanMinskCole & FastovskyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11875 CENTURY PARK EAST STE 700AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954076344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CAROL MOSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone3104424885PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112400 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSAMUEL HALPERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES P FASTOVSKYPreparerPersonNm
PTINP01294371PTIN
Phone3105532606PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,283,592FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$454,598ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$48,851InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48,851InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$48,851InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,820DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,820DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,820DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$554,109NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,145,917GrossSalesPriceAmt
Total Rev And Expnss$1,084,378TotalRevAndExpnssAmt
Total Net Invst Incm$75,671TotalNetInvstIncmAmt
Total Adj Net Incm$75,671TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,200CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$8,405LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,405LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,560AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,560AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$9,452OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,452OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$435InterestRevAndExpnssAmt
Interest Net Invst Incm$435InterestNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$14,191OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,191OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$37,253TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,253TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$237,253TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,253TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$847,125ExcessRevenueOverExpensesAmt
Net Investment Income$38,418NetInvestmentIncomeAmt
Adjusted Net Income$75,671AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,994,432SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,382,770SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,382,770SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$100,000OtherNtsAndLoansRcvblBOYAmt
US Government Obligations BOY$485,958USGovernmentObligationsBOYAmt
US Government Obligations EOY$534,759USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$534,759USGovtObligationsEOYFMVAmt
Corporate Stock BOY$323,132CorporateStockBOYAmt
Corporate Stock EOY$868,400CorporateStockEOYAmt
Corporate Stock EOYFMV$868,400CorporateStockEOYFMVAmt
Corporate Bonds BOY$533,631CorporateBondsBOYAmt
Corporate Bonds EOY$343,321CorporateBondsEOYAmt
Corporate Bonds EOYFMV$343,321CorporateBondsEOYFMVAmt
Other Investments EOY$152,292OtherInvestmentsEOYAmt
Other Investments EOYFMV$152,292OtherInvestmentsEOYFMVAmt
Other Assets EOY$2,050OtherAssetsEOYAmt
Other Assets EOYFMV$2,050OtherAssetsEOYFMVAmt
Total Assets BOY$3,437,153TotalAssetsBOYAmt
Total Assets EOY$4,283,592TotalAssetsEOYAmt
Total Assets EOYFMV$4,283,592TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,437,153UnrestrictedBOYAmt
Unrestricted EOY$4,283,592UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,437,153TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,283,592TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,437,153TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,283,592TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,437,153TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$847,125ExcessRevenueOverExpensesAmt
Subtotal$4,284,278SubtotalAmt
Other Decreases$686OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,283,592TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income-$16,193CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$383NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$170,725AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,724,429NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04584DistributionYr1Rt
Adjusted Qlfy Distri Yr2$158,198AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,489,701NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04533DistributionYr2Rt
Adjusted Qlfy Distri Yr3$140,011AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,232,475NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04331DistributionYr3Rt
Adjusted Qlfy Distri Yr4$105,136AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,926,627NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03592DistributionYr4Rt
Adjusted Qlfy Distri Yr5$68,549AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,567,771NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.02670DistributionYr5Rt
Total Distribution0.197106TotalDistributionRt
Average Distribution0.039421AverageDistributionRt
Net Vl Noncharitable Assets$3,997,126NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$157,571AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$384NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$157,955AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$384InvestmentIncomeExciseTaxAmt
Subtotal$384SubtotalAmt
Tax Based On Investment Income$384TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$384ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$384TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL W HALPERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104424885PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112400 WILSHIRE BLVD 400AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SAMUEL HALPER
152 S GLENROY AVELOS ANGELESCA90049President7.50$300
LOUIS HALPER
4226 PACIFIC AVELONG BEACHCA90807Treasurer7.50$300
SUSAN BEVERIDGE
12400 WILSHIRE BLVD STE 400LOS ANGELESCA90025Secretary7.50$300
WILLIAM SMITH
21210 OAKLEAF CANYON DRIVENEWHALLCA91321Vice President7.50$300
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,880,144AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,177,852AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,057,996TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,057,996AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,870CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,997,126NetVlNoncharitableAssetsAmt
Minimum Investment Return$199,856MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$199,856MinimumInvestmentReturnAmt
Tax Based On Investment Income$384TaxBasedOnInvestmentIncomeAmt
Total Tax$384TotalTaxAmt
Distributable Before Adj$199,472DistributableBeforeAdjAmt
Distributable Before Ded$199,472DistributableBeforeDedAmt
Distributable As Adjusted$199,472DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,000ExpensesAndContributionsAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$384PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$199,616AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$199,472DistributableAsAdjustedAmt
Undistributed Income PY$181,572UndistributedIncomePYAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Applied To Year1$181,572AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,428AppliedToCurrentYearAmt
Undistributed Income CY$181,044UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OPERATION GRATITUDE
PO BOX 260257ENCINOCA91426NONEPCCHARITABLE PURPOSE OF ORGANIZATION$25,000
HOUSTON SPCA
900 PORTWAY DRIVEHOUSTONTX77024NONEPCCHARITABLE PURPOSE OF ORGANIZATION$75,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200SAN RAFAELCA94915NONEPCCHARITABLE PURPOSE OF ORGANIZATION$25,000
GUIDE DOGS OF THE DESERT
PO BOX 1692PALM SPRINGSCA92263NONEPCCHARITABLE PURPOSE OF ORGANIZATION$25,000
JEWISH VOCATIONAL SERVICE
6505 WILSHIRE BLVD STE 200LOS ANGELESCA90048NONEPCCHARITABLE PURPOSE OF ORGANIZATION$10,000
UCSF FOUNDATION
UCSF BOX 0248SAN FRANCISCOCA94143NONEPCCHARITABLE PURPOSE OF ORGANIZATION$20,000
CEDARS SINAI FOUNDATION
8700 BEVERLY BLVD STE 2416LOS ANGELESCA90048NONEPCCHARITABLE PURPOSE OF ORGANIZATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,851ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,820ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$554,109RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$75,671ExclusionAmt
Related Or Exempt Function Incm$554,109RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$629,780TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CAROL MOSS SPIVAK
1175 HOMEWOOD RDLOS ANGELESCA90049$300,000Yes (X)
CAROL MOSS IRA WFCS AS CUSTODIAN
212400 WILSHIRE BLVD 400LOS ANGELESCA90025$154,598Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,560Amt
Net Investment Income$3,560NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLEGG MASON PARTNERS INCOME TRCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$152,292BookValueAmt
EOYFMV$152,292EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$8,405LegalFeesAmt
Net Investment Income$8,405NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSIT - RENTDesc
EOY Book Value$2,050EOYBookValueAmt
EOYFMV$2,050EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
IRS TAX$675
PENALTIES$11

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
TELEPHONE$1,590$1,590
OFFICE EXPENSE$618$618
LICENSE & PERMITS$82$82
BANK CHARGES$36$36
Rental Expenses$11,865$11,865

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING$2,750$2,750$0$0
INVESTMENT ADVISORY FEE$6,702$6,702$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCAROL MOSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1175 HOMEWOOD RDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFTB TAXESCategoryTxt
Amt$10Amt
Net Investment Income$10NetInvestmentIncomeAmt

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