WALTER W MOSHER JR FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WALTER W MOSHER JR FOUNDATION (EIN 03-0407059)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-07
IRS object ID
201700979349101120
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-07T17:15:19-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810769338PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HELLIE HOFFER & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16130 VARIEL AVEAddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030407059EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WALTER W MOSHER JR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone8187049899PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17623 SOUTHBY DRIVEAddressLine1Txt
CityWEST HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER MOSHERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8187049899PhoneNum
Signature2017-03-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEN K HELLIEPreparerPersonNm
PTINP00290933PTIN
Phone8184495700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address12.34.55.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-03-23IPDt
IP Tm12:49:32IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id75DDDE0197BBC1964FF2253505F6F1BD843353CBAtSubmissionCreationDeviceId
At Submission Filing Device Id75DDDE0197BBC1964FF2253505F6F1BD843353CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,080,398FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$111,985ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$24,563DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,563DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$312NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$312CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$136,860TotalRevAndExpnssAmt
Total Net Invst Incm$24,875TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,408LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$233TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,212OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,528TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$78,332ExcessRevenueOverExpensesAmt
Net Investment Income$24,875NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$284,449SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$108,094SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$108,094SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$5,160CorporateStockEOYAmt
Corporate Stock EOYFMV$3,322CorporateStockEOYFMVAmt
Corporate Bonds BOY$699,822CorporateBondsBOYAmt
Corporate Bonds EOY$949,349CorporateBondsEOYAmt
Corporate Bonds EOYFMV$968,982CorporateBondsEOYFMVAmt
Total Assets BOY$984,271TotalAssetsBOYAmt
Total Assets EOY$1,062,603TotalAssetsEOYAmt
Total Assets EOYFMV$1,080,398TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$984,271RetainedEarningBOYAmt
Retained Earning EOY$1,062,603RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$984,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,062,603TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$984,271TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,062,603TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$984,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$78,332ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,062,603SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,062,603TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGOLDMAN SACHS 2000 23MY22PropertyDesc
Acquired2013-05-20AcquiredDt
Sold2016-05-23SoldDt
Gross Sales Price$25,000GrossSalesPriceAmt
Cost Or Other Basis$24,688CostOrOtherBasisAmt
Gain Or Loss$312GainOrLossAmt
Gains Minus Excess Or Losses$312GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$312CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,777AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$928,809NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050362DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,793AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$834,987NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050052DistributionYr2Rt
Adjusted Qlfy Distri Yr3$27,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$744,402NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036942DistributionYr3Rt
Adjusted Qlfy Distri Yr4$34,869AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$672,739NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051831DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,353AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$622,459NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.060009DistributionYr5Rt
Total Distribution0.249196TotalDistributionRt
Average Distribution0.049839AverageDistributionRt
Net Vl Noncharitable Assets$1,035,301NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,598AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$249NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,847AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$249InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$249SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$249TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$249TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE WALTER W MOSHER JR FOUNDATIONIndividualWithBooksNm
Phone8187049899PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17623 SOUTHBY DRIVEAddressLine1Txt
CityWEST HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WALTER W MOSHER JR PHD
7623 SOUTHBY DRIVEWEST HILLSCA91304PRESIDENT/CFO/DIRECTOR2.00$0$0$0
LEE KANON ALPERT
7623 SOUTHBY DRIVEWEST HILLSCA91304VICE-PRES/SECRETARY/DIRECT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,051,067AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,051,067TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,051,067AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,766CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,035,301NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,765MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,765MinimumInvestmentReturnAmt
Tax Based On Investment Income$249TaxBasedOnInvestmentIncomeAmt
Total Tax$249TotalTaxAmt
Distributable Before Adj$51,516DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,516DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,516DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$249PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,751AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,516DistributableAsAdjustedAmt
Undistributed Income PY$365UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$52,000QualifyingDistributionsAmt
Applied To Year1$365AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$51,516AppliedToCurrentYearAmt
Remaining Distri From Corpus$119RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$119TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$119ExcessDistriCyovToNextYrAmt
Excess From Current Year$119ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWALTER W MOSHER JR PHDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETTY FORD CENTER
41990 COOK STREET STE C301PALM DESERTCA92211N/APUBLIC CHARITYSUBSTANCE ABUSE TREATMENT AND EDUCATION.$9,000
CASA COUNCIL OF MOJAVE
PO BOX 6605KINGMANAZ86402N/APUBLIC CHARITYSUPPORT FOSTER CHILDREN OF MOHAVE COUNTY BY PROVIDING EDUCATIONAL AND EXTRACURICULAR ACTIVITIES.$2,500
CHILD DEVELOPMENT INSTITUTE
6340 VARIEL ACE STE AWOODLAND HILLSCA91367N/APUBLIC CHARITYPROVIDE RELATIONSHIP-BASED EARLY INTERVENTION AND THERAPEUTIC SERVICES TO CHILDREN AND THEIR FAMILIES.$2,500
HATHAWAY-SYCAMORES FOUNDATION
210 SOUTH DELACEY AVE SUITE 110PASADENACA91105N/APUBLIC CHARITYSUPPORT TROUBLED CHILDREN AND THEIR FAMILIES$2,500
HELP OF OJAI
111 W SANTA ANA STOJAICA93023N/APUBLIC CHARITYPROVIDE SOCIAL SERVICES IN OJAI VALLEY$2,500
MEND
13460 VAN NUYS BLVDPACOIMACA91331N/APUBLIC CHARITYPROVIDE FOOD,CLOTHING & MED. ASSISTANCE TO THE POOR$2,500
NEW HORIZONS
15725 PARTHENIA STNORTH HILLSCA91343N/AEDUCATIONAL INSTITUTTO CONTRIBUTE TO SUPPORT GENERAL OPERATING COSTS FOR EDUCATION AND EMPLOYMENT OF INDIVIDUALS WITH SPECIAL NEEDS.$2,000
ONE GENERATION
17400 VICTORY BLVDVAN NUYSCA91406N/APUBLIC CHARITYMED/SOCIAL ASSIST. AT-RISK/DISABLED YOUTH & ADULTS$2,500
PIERCE COLLEGE
6201 WINNETKA AVE 2600WOODLAND HILLSCA91371N/AEDUCATIONAL INSTITUTEXPAND EDUCATIONAL OPPORTUNITIES$2,000
THE PARKER TASK FORCE FOOD BANK
20118 E MAINSTREET UNIT DPARKERCO80138N/APUBLIC CHARITYPROVIDING INDIVIDUALS AND FAMILIES IN OUR COMMUNITY WITH FOOD, LIMITED FINANCIAL ASSISTANCE AND OTHER SUPPORT SERVICES TO HELP THEM BECOME SELF-SUFFICIENT.$2,500
THREE SQUARES
4190 N PECOS RDLAS VEGASNV89115N/APUBLIC CHARITYPROVIDE FODD FOR A HEALTH DIET FOR UNDERPRIVELEDGED CHILDREN AND SENIORS.$2,500
TIERRA DEL SOL FOUNDATION
9919 SUNLAND BLVDSUNLANDCA91040N/APUBLIC CHARITYSUPPORT PEOPLE WITH DISABILITIES$2,500
VALLEY CULTURAL CENTER
21550 OXNARD STREET 470WOODLAND HILLSCA91367N/APUBLIC CHARITYPROMOTE PERFORMING AND VISUAL ARTS$2,500
VALLEY FAMILY CENTER
302 S BRAND BLVDSAN FERNANDOCA91340N/APUBLIC CHARITYEDUCATIONAL ASSISTANCE & SOCIAL SERVICES$2,500
VISION TO LEARN
11611 SAN VICENTE BLVD STE 500LOS ANGLELESCA90049N/APUBLIC CHARITYPROVIDING EYE EXAMS AND GLASSES TO YOUNG STUDENTS IN LOW INCOME COMMUNITIES TO HELPED IMPROVE THE QUALITY OF THEIR EDUCATION AND THEIR LIVES, AND HELPED THEM ATTAIN HIGHER GRADES$2,500
WOODBURY UNIVERSITY
7500 GLEN OAKS BLVDBURBANKCA91510N/AEDUCATIONAL INSTITUTEXPAND EDUCATIONAL OPPORTUNITIES$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,563ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$312ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,875ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,875TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1WALTER W MOSHER JRBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17623 SOUTHBY DRIVEAddressLine1Txt
CityWEST HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913045270ZIPCd
FieldValueIRS element (for citing)
Total Contributions$111,985TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,675Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$949,349EOYBookValueAmt
EOYFMV$968,982EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$5,160EOYBookValueAmt
EOYFMV$3,322EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$1,408LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$3,162$0$0
FEES$50$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonWALTER W MOSHER JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17623 SOUTHY DRIVEAddressLine1Txt
CityWEST HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91304ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAX$10$0$0
FEDERAL TAXES$223$0$0

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