GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GALE FAMILY FOUNDATION INC (EIN 95-4774225)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201703079349100115
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T12:01:23-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 Wilshire Blvd Suite 1100 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954774225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gale Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104770450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 24950 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tina J Gale | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3104770450 | PhoneNum |
| Signature | 2017-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Abramson | PreparerPersonNm |
| PTIN | P00243720 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2017-10-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-18 | IPDt |
| IP Tm | 13:03:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 242399E928BAC1E3A0EA474E86A09096322B6898 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $750,070 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $917 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,793 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,793 | 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 |
| Other Prof Fees Rev And Expnss | $3,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $165 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,763 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $668 | CashBOYAmt |
| Cash EOY | $1,543 | CashEOYAmt |
| Cash EOYFMV | $1,543 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,093 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,093 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,274 | CorporateStockBOYAmt |
| Corporate Stock EOY | $314,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $314,735 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $415,427 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $415,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $415,699 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $754,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $750,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $750,070 | 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 | $754,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $750,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $754,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $750,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $754,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $750,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $754,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,380 | OtherIncreasesAmt |
| Subtotal | $750,070 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $750,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $9,982 | $10,362 | -$380 | -$380 |
| Capital Gains Dividends | P | $1,297 | $1,297 | $1,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $917 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,647 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $786,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,755 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $822,952 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049523 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,134 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $819,660 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,280 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $807,953 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049854 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046060 | DistributionYr5Rt |
| Total Distribution | 0.243601 | TotalDistributionRt |
| Average Distribution | 0.048720 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $751,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $178 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,125 | 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 | $178 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $178 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,427 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,427 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,249 | OverpaymentAmt |
| Applied To ES Tax | $1,249 | 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 | Moss Adams LLP | IndividualWithBooksNm |
| Phone | 3104770450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 24950 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| TINA J GALE | ||||||||
| PO Box 24950 | LOS ANGELES | CA | 90024 | President/Director | 1.00 | $0 | $0 | $0 |
| M ROBERT GALE | ||||||||
| PO Box 24950 | LOS ANGELES | CA | 90024 | SECRETARY/Director/CFO | 1.00 | $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 | $737,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $763,141 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $763,141 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $751,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $178 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $178 | TotalTaxAmt |
| Distributable Before Adj | $37,407 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,407 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,125 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $178 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $38,947 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,932 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,932 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $37,214 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TINA J GALE | ContributingManagerNm |
| Contributing Manager | M ROBERT GALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FAMILY SERVICE | |||||||
| 3580 Wilshire Blvd Suite 700 | Los Angeles | CA | 90010 | None | PC | To strengthen and preserve individual, family and community life by providing a wide range of needed human services to people in the community at every stage of the life cycle, especially those who are poor and disadvantaged | $2,500 |
| GIRLS INC | |||||||
| 5315 Foothill Road | Carpinteria | CA | 93013 | None | PC | To inspire all girls to be smart strong and bold through direct service and advocacy | $500 |
| HARRIETT BUHAI CENTER | |||||||
| 3250 Wilshire Blvd Suite 710 | Los Angeles | CA | 90010 | None | PC | To help ensure uninterrupted family law assistance to hundreds of low income women | $1,060 |
| GARDEN SCHOOL FOUNDATION | |||||||
| PO Box 191300 | Los Angeles | CA | 90019 | None | PC | To provide an interdisciplinary program of education through garden-based learning in outdoor living classrooms | $500 |
| PACIFIC RESEARCH INSTITUTE | |||||||
| 101 Montgomery Street | San Francisco | CA | 94104 | None | PC | To champion freedom, opportunity, and personal responsibility by advancing free-market policy ideas | $1,500 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO Box 4777 | New York | NY | 10163 | None | PC | To pursue the discovery and development of a cure for Parkinson's disease | $5,000 |
| AMERICA'S VETDOGS | |||||||
| 371 E Jericho Turnpike | Smithtown | NY | 11787 | None | PC | To train and provide specialized assistance dogs free of charge to disabled veterans and active service members | $1,500 |
| GARY SINISE FOUNDATION | |||||||
| PO Box 50008 | Studio City | CA | 91614 | None | PC | To help provide resources and programs that benefit America's veterans and their families | $3,000 |
| GUIDE DOG FOUNDATION | |||||||
| 371 E Jericho Turnpike | Smithtown | NY | 11787 | None | PC | To provide guide dogs free of charge to the blind | $2,500 |
| JUDICIAL WATCH | |||||||
| 425 Third St SW Suite 800 | Washington | DC | 20024 | None | PC | To educate Americans about corruption in government and how to stop it | $3,500 |
| SANTA BARBARA POLICE FOUNDATION | |||||||
| PO Box 91929 | Santa Barbara | CA | 93190 | None | PC | To protect officers and help those in need | $1,000 |
| WESPARK CANCER SUPPORT CENTER | |||||||
| 13522 Ventura Blvd | Sherman Oaks | CA | 91423 | None | PC | To provide free services to people of all ages, races, and economic circumstances whose lives have been affected by cancer | $2,000 |
| HEARST CASTLE PRESERVATION | |||||||
| PO Box 192955 | San Francisco | CA | 94119 | None | PC | To pursue the conservation and promotion of Hearst Castle | $500 |
| AMANDA FOUNDATION | |||||||
| 351 Foothill Rd | Beverly Hills | CA | 90210 | none | PC | To rescue abused, abandoned, and unwanted animals and adopt them to living families giving them permanent homes | $3,500 |
| CINEMA ST LOUIS | |||||||
| 3547 Olive Street | St Louis | MO | 63103 | none | PC | TO ENHANCE CULTURAL DIVERSITY BY BRINGING AMERICAN INDEPENDENT PRODUCTIONS, HORIZON-EXPANDING INTERNATIONAL FILMS AND HIGH QUALITY STUDIO FILMS TO AUDIENCES BEFORE THEIR RELEASE | $500 |
| JDRF ONE WALK | |||||||
| 26 Broadway 14th Floor | New York | NY | 10004 | none | PC | To accelerate life-changing breakthroughs to cure, prevent, and treat type 1 diabetes and its complications | $1,500 |
| ASPCA | |||||||
| 424 E 92nd St | New York | NY | 10128 | none | PC | To provide effective means for the prevention of cruelty to animals throughout the United States | $1,500 |
| K9 FOR WARRIORS | |||||||
| 7193 S Dillon Ct | Englewood | FL | 80112 | none | PC | To provide service canines to veterans suffering from Post-traumatic Stress Disorder | $2,400 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 Belfort Road NO 300 | Jacksonville | FL | 32256 | none | PC | To honor and empower wounded warriors | $2,500 |
| FREEDOM SERVICE DOGS OF AMERICA | |||||||
| 114 Camp K9 Road | Ponte Vedra | CO | 32081 | none | PC | To enhance the lives of people with disabilities by rescuing dogs and training them for individual needs | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,960 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,874 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,793 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,793 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Beacon Sim High Yld Opps Y Cl | $41,553 | $41,553 |
| Metropolitan West Total Return Class I | $374,146 | $374,146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,467 Shares Baron Emerging Markets Fund Instl | $38,070 | $38,070 |
| 2,031 Shares DFA Global Real Estate Sec Portfolio | $21,120 | $21,120 |
| 6,952 Shares DFA International Core Equity | $81,060 | $81,060 |
| 5,892 Shares DFA US Core Equity I | $113,533 | $113,533 |
| 2,632 Shares John Hancock GL Abso Return Strats CL I | $26,692 | $26,692 |
| 1,396 Shares Lazard Global Listed Infrastructe Instl | $19,787 | $19,787 |
| 1,271 Shares William Blair Macro Allocation Fund CL I | $14,473 | $14,473 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $17,380 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,780 | Amt |
| Net Investment Income | $3,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $250 | $250 | $0 |
| Franchise Tax | $10 | $0 | $10 |
| Registration Filing Fee | $155 | $0 | $155 |
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