The Maloney Family Foundation Inc: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- The Maloney Family Foundation Inc (EIN 20-1296117)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-25
- IRS object ID
- 201832989349100753
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-25T13:39:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201296117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Maloney Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MALO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLE MALONEY | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.6.198.126 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520182985000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-10-25 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,031,351 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $86,249 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $712,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,299 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,435 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $205,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,810 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,661 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,836 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $26,882 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,340 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,665 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,665 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,523 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,498 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,538 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $825,811 | CorporateStockBOYAmt |
| Corporate Stock EOY | $896,272 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,019,813 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $898,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $907,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,031,351 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $898,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $907,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $898,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $907,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $898,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $907,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $898,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,276 | ExcessRevenueOverExpensesAmt |
| Subtotal | $907,810 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $907,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $712,257 | GrossSalesPriceAmt |
| Cost Or Other Basis | $586,958 | CostOrOtherBasisAmt |
| Gain Or Loss | $125,299 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $125,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,299 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $162,978 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $550,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.296127 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $628,006 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.208111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,804 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $743,215 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.138323 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $784,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.145113 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,828 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $776,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086118 | DistributionYr5Rt |
| Total Distribution | 0.873792 | TotalDistributionRt |
| Average Distribution | 0.174758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,015,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,485 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $178,913 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,819 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,970 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,970 | SubtotalAmt |
| Tax Based On Investment Income | $2,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,030 | OverpaymentAmt |
| Applied To ES Tax | $2,030 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Nicole M Maloney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Dr Robert K Maloney | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VISION SYMPOSIUM - EDUCATIONAL SYMPOSIUM DIRECTED AT PRIMARY EYE CARE PROVIDERS TO INFORM THEM ABOUT NEW DEVELOPMENT IN EYE CARE & THE EFFECT OF THESE DEVELOPMENTS ON PRIMARY CARE | Description1Txt |
| Expenses1 | $20,802 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $995,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,030,737 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,030,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,015,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,764 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,764 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,970 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $468 | IncomeTaxAmt |
| Total Tax | $3,438 | TotalTaxAmt |
| Distributable Before Adj | $47,326 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,326 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $163,819 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $163,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,326 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $28,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,363 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,273 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $418,109 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,819 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,493 | RemainingDistriFromCorpusAmt |
| Total Corpus | $534,602 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $505,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,363 | ExcessFromYear4Amt |
| Excess From Year3 | $66,329 | ExcessFromYear3Amt |
| Excess From Year2 | $100,273 | ExcessFromYear2Amt |
| Excess From Year1 | $147,492 | ExcessFromYear1Amt |
| Excess From Current Year | $116,493 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTLAB21 FOUNDATION | |||||||
| 208 MAIN ST | EL SEGUNDO | CA | 90245 | N/A | PC | General & Unrestricted | $10,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $3,000 |
| COLORADO AIRLIFT OUTREACH INC | |||||||
| PO BOX 954 | MONTROSE | CO | 81402 | N/A | PC | General & Unrestricted | $1,000 |
| EDWARD CHARLES FOUNDATION | |||||||
| 269 S BEVERLY DR NO 338 | BEVERLY HILLS | CA | 90212 | N/A | PC | The Helena Group Foundation | $25,000 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 616 WITMER ST | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $7,000 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | The Dean's Leadership Fund | $10,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Annual giving Fund | $3,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Annual Giving Fund | $3,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | to support the vendor fees for the Copses Pool Deck artwork | $3,400 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Upper School Infrastructure Project | $50,000 |
| PREMIER WATER POLO CLUB | |||||||
| 3453 CONSUELO DR | CALABASAS | CA | 91302 | N/A | PC | General & Unrestricted | $6,500 |
| PRINCE OF WALES FOUNDATION | |||||||
| 888 17TH ST NW STE 201 | WASHINGTON | DC | 20006 | N/A | PC | The Royal Drawing School | $10,000 |
| TEJON RANCH CONSERVANCY | |||||||
| PO BOX 216 | FRAZIER PARK | CA | 93225 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,139 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VISION SYMPOSIUM EXEBITOR INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $23,435 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $23,435 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,643 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Magdalen Partners LP | |||||||
| 1 | c/o RK Maloney 181 N Saltair Ave | Los Angeles | CA | 90049 | $76,249 | Yes (X) | |
| Maloney Vision Institute | |||||||
| 2 | 10921 Wilshire Blvd Suite 900 | Los Angeles | CA | 90024 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | JOHNSON & JOHNSON JNJ, 617 sh. | NoncashPropertyDesc |
| Fair Market Value | $76,249 | FairMarketValueAmt |
| Received | 2017-03-03 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DIVIDEND APPRECIATION | $107,040 | $142,842 |
| VANGUARD ULTRA ST BND ADMR | $30,174 | $30,049 |
| VANGUARD TOTAL STOCK MARKET ET | $172,091 | $258,030 |
| CLARKSON PARTNERS INSTITUTIONA | $30,419 | $31,050 |
| MATTHEWS ASIA DIVIDEND FUND IN | $52,166 | $51,260 |
| WCM FOCUSED INTL GROWTH FUNDS | $45,232 | $45,972 |
| ALLEGIANT LIMITED MATURITY BON | $45,741 | $45,227 |
| OSTERWEIS STRATEGIC INCOME FUN | $45,567 | $45,392 |
| ANGEL OAK MULTI-STRATEGY INCOM | $55,554 | $55,241 |
| EATON VANCE FLOATING RATE FUND | $50,000 | $50,115 |
| DOUBLELINE TOTAL RETURN BOND | $60,548 | $60,023 |
| VANGUARD FTSE ALL-WORLD EX-US | $201,740 | $204,612 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,720 | $6,720 |
| EDUCATION CREDIT PROCES. FEE | $300 | $300 |
| POSTAGE/DELIVERY SERVICE | $27 | $27 |
| State or Local Filing Fees | $25 | $25 |
| OFFICE SUPPLIES | $5,181 | $5,181 |
| BANK CHARGES | $270 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Vision symposium exhibitor income | Desc |
| Revenue And Expenses Per Books | $23,435 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $1,995 | $1,995 | |
| EVENT SPEAKING FEES | $2,200 | $2,200 | |
| AUDIO / VISUAL SERVICES | $4,615 | $3,461 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $5,000 |
| 990-PF Extension for 2016 | $4,436 |
| 990-T EXTENSION FOR 2016 | $2,400 |