TRUMAN CAPOTE CHARITABLE TR 010193: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN CAPOTE CHARITABLE TR 010193 (EIN 95-6957275)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201733189349103128
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T20:29:41-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHARD TINGLOF | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD PENTHOUSE 22 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 | 956957275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE TRUST UW OF T CAPOTE | BusinessNameLine1Txt |
| Business Name Line2 | THE TRUMAN CAPOTE LITERARY TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHEPHARD MCILWEE TINGLOF | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD PH 22 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN U SCHWARTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108582200 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S TINGLOF | PreparerPersonNm |
| PTIN | P00713884 | PTIN |
| Phone | 3108582200 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.87.20.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 95659120173185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 620D4A5FAEF5B09BC09BAC67B3B1A47E1D226B2A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 30C9828C84D6AEC8D744D6916FF54A7CAF2B6111 | 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 | $13,375,058 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,836 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,836 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$96,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,575,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $770,018 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $770,018 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $830,614 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $927,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,216 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $31,995 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,221 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,126 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,306 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,820 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,050 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,050 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,112 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,112 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,264 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,227 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $546,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $546,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $813,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $661,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $790,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,654 | CashBOYAmt |
| Cash EOY | $54,938 | CashEOYAmt |
| Cash EOYFMV | $54,938 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $717,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $530,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $530,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,259 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,586 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,259 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,259 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $652,891 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $249,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $249,193 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,486,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,100,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,327,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $300,251 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $317,676 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $310,324 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $5,900,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,238,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,256,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,375,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $7,238,775 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,256,194 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,238,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,256,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,238,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,256,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,238,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,419 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,256,194 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,256,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES-SHORT TERM | P | $450,000 | $450,000 | ||||
| NATIONAL FINANCIAL SERVICES-SHORT TERM | P | $250,000 | $250,000 | 2015-09-25 | 2016-04-29 | ||
| NATIONAL FINANCIAL SERVICES-LONG TERM | P | $400,000 | $399,500 | $500 | $500 | ||
| CAPITAL GROUP-SHORT TERM | P | $78,125 | $92,687 | -$14,562 | -$14,562 | ||
| CAPITAL GROUP-LONG TERM | P | $375,903 | $480,210 | -$104,307 | -$104,307 | ||
| CAPITAL GAIN DIVIDENDS | P | $21,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$96,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,807 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,807 | SubtotalAmt |
| Tax Based On Investment Income | $15,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Overpayment | $8,572 | OverpaymentAmt |
| Applied To ES Tax | $8,572 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHARD MCILWEE TINGLOF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108582200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD PH 22 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN U SCHWARTZ ESQ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 CENTURY PARK EAST STE1900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $115,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG TRAURIG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 CENTURY PARK EAST SUITE 1900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $61,216 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,269,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $448,360 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,900,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,617,914 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,617,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,413,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $670,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $670,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,807 | TotalTaxAmt |
| Distributable Before Adj | $654,875 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $654,875 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $654,875 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $661,080 | 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 | $661,080 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $661,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $654,875 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $648,592 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $661,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $648,592 | AppliedToYear1Amt |
| Applied To Current Year | $12,488 | 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 |
| Undistributed Income CY | $642,387 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN U SCHWARTZ ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 CENTURY PARK EAST SUITE 1900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3105866517 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN STATEMENT ON LETTERHEAD IDENTIFYING THE ORGANIZATION, STATING THAT THE ORGANIZATION IS IN FACT AN EXEMPT CHARITABLE ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINE AS LONG AS REQUESTS ARE RECEIVED WITHIN A REASONABLE PERIOD OF TIME PRIOR TO TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROSPECTIVE DONEES MUST BE AN ACCREDITED COLLEGE OR UNIVERSITY AND BE LOCATED IN THE US & QUALIFY UNDER IRC SEC 501(C)(3) AS AN EXEMPT ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | PC | FELLOWSHIP-CREATIVE WRITING | $25,000 |
| UNIVERSITY OF IOWA | |||||||
| 101 JESSUP HALL | IOWA CITY | IA | 52244 | NONE | PC | SCHOLARSHIP-CREATIVE WRITING | $151,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06251 | NONE | PC | FELLOWSHIP-CREATIVE WRITING | $50,000 |
| INSTITUTE OF AMERICAN INDIAN ARTS | |||||||
| PO BOX 22370 | SANTA FE | NM | 87502 | NONE | PC | SCHOLARSHIP-CREATIVE WRITING | $50,000 |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET SUITE 400 | ITHICA | NY | 14850 | NONE | PC | LECTURESHIP | $50,200 |
| UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | NONE | PC | SCHOLARSHIP-CREATIVE WRITING | $70,000 |
| RUTGERS UNIVERSITY | |||||||
| 7 COLLEGE AVENUE WINANTS HALL | NEW BRUNSWICK | NJ | 08901 | NONE | PC | FELLOWSHIP-CREATIVE WRITING | $10,000 |
| BROOKLYN COLLEGE | |||||||
| 2900 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | PC | SCHOLARSHIP-CREATIVE WRITING | $50,000 |
| UNIVERSITY OF MONTANA | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | PC | SCHOLARSHIP-CREATIVE WRITING | $50,000 |
| XAVIER UNIVERSITY OF LOUSIANA | |||||||
| 1 DREXEL DRIVE | NEW ORLEANS | LA | 70125 | NONE | PC | SCHOLARSHIP | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $546,200 | 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 | $16,836 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,598 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $770,018 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$96,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $830,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $830,614 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,126 | Amt |
| Net Investment Income | $19,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,820 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $317,676 | EOYBookValueAmt |
| EOYFMV | $310,324 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $6,100,952 | EOYBookValueAmt |
| EOYFMV | $6,327,850 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $249,875 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $249,193 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COPYRIGHTS | CategoryOrItemTxt |
| EOYFMV | $5,900,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61,216 | LegalFeesAmt |
| Net Investment Income | $31,995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,221 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $38 | $38 | |
| COMMISSIONS-AGENT | $7,925 | $7,925 | |
| TELEPHONE | $293 | $293 | |
| OUTSIDE SERVICES | $5,000 | $5,000 | |
| INVESTMENT MANAGEMENT | $17,339 | $17,339 | |
| MESSENGER | $226 | $226 | |
| OFFICE EXPENSE | $272 | $272 | |
| POSTAGE | $180 | $180 | |
| STATE FILING FEES | $170 | $170 | |
| DUES | $48 | $48 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COPYRIGHT ROYALTIES | Desc |
| Revenue And Expenses Per Books | $770,018 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $770,018 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,050 | $3,050 |
| FEDERAL TAXES - CURRENT YEAR | $15,000 |
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