BETA

LON V SMITH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LON V SMITH FOUNDATION (EIN 95-6045384)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202543189349103639
Schema version
2024v5.2
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)
Return2025-11-14T15:54:15-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Disaster ReliefLos Angeles County FireDisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN825373778PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BREARD & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19221 CORBIN AVE STE 170AddressLine1Txt
CityNORTHRIDGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91324ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956045384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lon V Smith FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLONVBusinessNameControlTxt
Phone3102769306PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19440 Santa Monica Blvd 300AddressLine1Txt
CityBeverly HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLouise OffitPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin G Breard CPAPreparerPersonNm
PTINP00543852PTIN
Phone8188860940PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,217,638FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$29InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,472,165DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,472,165DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,472,165DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$229,737NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,437,959GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$229,737CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$338,426OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$2,040,357TotalRevAndExpnssAmt
Total Net Invst Incm$1,701,931TotalNetInvstIncmAmt
Total Adj Net Incm$1,472,194TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$154,360CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$54,026CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$100,334CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$12,779OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,473OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$8,306OthEmplSlrsWgsDsbrsChrtblAmt
Taxes Rev And Expnss$31,117TaxesRevAndExpnssAmt
Taxes Net Invst Incm$23,645TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$7,472TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$65,140OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$22,799OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$42,341OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$38,435OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,370OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,104OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$301,831TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$119,313TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$175,557TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,532,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,532,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,833,831TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$119,313TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,707,557TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$206,526ExcessRevenueOverExpensesAmt
Net Investment Income$1,582,618NetInvestmentIncomeAmt
Adjusted Net Income$1,472,194AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,242CashBOYAmt
Cash EOY$58,977CashEOYAmt
Cash EOYFMV$58,977CashEOYFMVAmt
Sav And Temp Cash Invst BOY$39,874SavAndTempCashInvstBOYAmt
Other Investments BOY$23,831,309OtherInvestmentsBOYAmt
Other Investments EOY$24,037,408OtherInvestmentsEOYAmt
Other Investments EOYFMV$27,195,202OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$8,283LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,283LandBldgEquipAccumDeprecAmt
Land EOYFMV$500LandEOYFMVAmt
Other Assets BOY$3,908OtherAssetsBOYAmt
Other Assets EOY$3,906OtherAssetsEOYAmt
Other Assets EOYFMV$962,959OtherAssetsEOYFMVAmt
Total Assets BOY$23,879,333TotalAssetsBOYAmt
Total Assets EOY$24,100,291TotalAssetsEOYAmt
Total Assets EOYFMV$28,217,638TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$23,879,333NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$24,100,291NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$23,879,333TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$24,100,291TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$23,879,333TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$24,100,291TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$23,879,333TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$206,526ExcessRevenueOverExpensesAmt
Other Increases$26,412OtherIncreasesAmt
Subtotal$24,112,271SubtotalAmt
Other Decreases$11,980OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$24,100,291TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyvariousPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-01-01AcquiredDt
Sold2024-06-12SoldDt
Gross Sales Price$1,437,959GrossSalesPriceAmt
Cost Or Other Basis$1,208,222CostOrOtherBasisAmt
Gain Or Loss$229,737GainOrLossAmt
Gains Minus Excess Or Losses$229,737GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$229,737CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,998InvestmentIncomeExciseTaxAmt
Subtotal$21,998SubtotalAmt
Tax Based On Investment Income$21,998TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,518EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$16,518TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$193EsPenaltyAmt
Tax Due$5,673TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Louise OffitBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3102769306PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19440 Santa Monica Blvd 300AddressLine1Txt
CityBeverly HillsCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Andrew Waxler
3932 Via SolanoPalos Verdes EstatesCA90274President0.00$8,400
Louise Offit
919 20th Street Apt ESanta MonicaCA90403Secretary0.00$79,110
Stephen A Rados
2316 NaplesNewport BeachCA92660President0.00$46,850
Lawrence Clark
35 Misty Acres RoadRolling Hills EstatesCA90274Vice President0.00$9,000
Kirk Wilkinson
3011 Via La SelvaPalos Verdes EstatesCA90274Vice President0.00$9,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,534,243AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$45,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$922,935FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,502,924TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$27,502,924AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$412,544CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,090,380NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,354,519MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,354,519MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,998TaxBasedOnInvestmentIncomeAmt
Total Tax$21,998TotalTaxAmt
Distributable Before Adj$1,332,521DistributableBeforeAdjAmt
Distributable Before Ded$1,332,521DistributableBeforeDedAmt
Distributable As Adjusted$1,332,521DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,707,557ExpensesAndContributionsAmt
Qualifying Distributions$1,707,557QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,332,521DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$530,782ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$616,214ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$405,175ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$470,116ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$451,482ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,473,769TotalExcessDistributionCyovAmt
Qualifying Distributions$1,707,557QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,332,521AppliedToCurrentYearAmt
Remaining Distri From Corpus$375,036RemainingDistriFromCorpusAmt
Total Corpus$2,848,805TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$530,782ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,318,023ExcessDistriCyovToNextYrAmt
Excess From Year4$616,214ExcessFromYear4Amt
Excess From Year3$405,175ExcessFromYear3Amt
Excess From Year2$470,116ExcessFromYear2Amt
Excess From Year1$451,482ExcessFromYear1Amt
Excess From Current Year$375,036ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1736 Family Crisis Center
2116 Arlington Avenue Suite 200Los AngelesCA90018PCUNRESTRICTED$5,000
A Place Called Home
2830 South Central AvenueLos AngelesCA90011PCUNRESTRICTED$15,000
Airport Marina Counseling Service
7891 La Tijera BlvdLos AngelesCA90045PCUNRESTRICTED$5,000
Alzheimers Los Angeles
4221 Wilshire Blvd Suite 400Los AngelesCA90010PCUNRESTRICTED$15,000
ALS Association - Golden West Chapt
PO Box 7082Woodland HillsCA91365PCUNRESTRICTED$5,000
American Red Cross
11355 Ohio AvenueLos AngelesCA90035PCUNRESTRICTED$20,000
Angel Flight West
3161 Donald Douglas Loop SouthSanta MonicaCA90405PCUNRESTRICTED$25,000
Assistance League
6640 Sunset BlvdLos AngelesCA90028PCUNRESTRICTED$10,000
Aviva Family Childrens Services
7120 Franklin AvenueLos AngelesCA90046PCUNRESTRICTED$7,500
Big BrothersBig Sisters of Orange C
1801 East Edinger Suite 101Santa AnaCA92705PCUNRESTRICTED$8,000
Blind Childrens Center
4120 Marathon StreetLos AngelesCA90029PCUNRESTRICTED$12,500
Boys Republic
1907 Boys Republic DriveChino HillsCA91709PCUNRESTRICTED$25,000
Braille Institute
741 North Vermont AvenueLos AngelesCA90029PCUNRESTRICTED$15,000
Campbell Center
6512 San Fernando RoadGlendaleCA91201PCUNRESTRICTED$5,000
Cancer Support Community South Bay
2601 Airport Drive Suite 101TorranceCA90505PCUNRESTRICTED$7,500
Childrens Hospital of Los Angeles
4650 Sunset Blvd 29Los AngelesCA90027PCUNRESTRICTED$40,000
Chrysalis
522 S Main StreetLos AngelesCA90013PCUNRESTRICTED$20,000
City of Hope
1500 East Duarte RdDuarteCA91010PCUNRESTRICTED$10,000
Claremont Institute
1317 West Foothill Blvd Suite 120UplandCA91786PCUNRESTRICTED$15,000
Court Appointed Special Advocates O
1505 E 17th St 214Santa AnaCA90013PCUNRESTRICTED$10,000
Downtown Womens Center
442 S San Pedro StreetLos AngelesCA90013PCUNRESTRICTED$10,000
El Nido Family Centers
440 Shatto Place Suite 417Los AngelesCA90020PCUNRESTRICTED$7,500
Foothill Family Service
2500 E Foothill Blvd 300PasadenaCA91107PCUNRESTRICTED$12,500
Fosterall
1544 W Glenoaks BlvdGlendaleCA91201PCUNRESTRICTED$17,500
Foundation for Women Warriors
1185 Park Center Drive Suite RVistaCA92081PCUNRESTRICTED$12,500
Fred Jordan Missions
PO Box 12345CovinaCA91722PCUNRESTRICTED$10,000
Fulfillment Fund
6100 Wilshire Blvd Suite 600Los AngelesCA90048PCUNRESTRICTED$20,000
Girl Scouts Greater Los Angeles
423 N La Brea AvenueLos AngelesCA90302PCUNRESTRICTED$10,000
Good Shepherd Center for Homeless W
650 Rockwood StreetLos AngelesCA90026PCUNRESTRICTED$15,000
Goodwill of Orange County
410 North FairviewSanta AnaCA92703PCUNRESTRICTED$20,000
Goodwill Southern CA LA
342 N San Fernando RdLos AngelesCA90031PCUNRESTRICTED$20,000
Haven Hills Inc
PO Box 260Canoga ParkCA91305PCUNRESTRICTED$10,000
Haynes Family of Programs
233 West Baseline Road Box 400La VerneCA91750PCUNRESTRICTED$5,000
Hillsides
940 Avenue 64PasadenaCA91105PCUNRESTRICTED$5,000
Homeboy Industries
1300 W Bruno StreetLos AngelesCA90012PCUNRESTRICTED$10,000
Human Options
PO Box 53745IrvineCA10000PCUNRESTRICTED$10,000
Inland Valley Hope Partners
1753 North Park AvenuePomonaCA91768PCUNRESTRICTED$10,000
Jewish Big Brothers Camp Bob Waldor
11150 W Olympic Blvd Ste 900Los AngelesCA90064PCUNRESTRICTED$10,000
Jewish Free Loan Association
6505 Wilshire Blvd 715Los AngelesCA90048PCUNRESTRICTED$5,000
LA County Police Canine Association
1223 Wilshire Blvd Suite 435Santa MonicaCA90403PCUNRESTRICTED$1,000
LA Goal
4911 Overland AvenueCulver CityCA90230PCUNRESTRICTED$10,000
LA Master Chorale
135 N Grand AvenueLos AngelesCA90012PCUNRESTRICTED$5,000
LA Police Academa Magent School Fou
1529 Gilcrest DriveBeverly HillsCA90210PCUNRESTRICTED$10,000
Los Angeles Mission
303 East 5th StLos AngelesCA90013PCUNRESTRICTED$10,000
Las Familias Del Pueblo
1400 S BroadwayLos AngelesCA90015PCUNRESTRICTED$10,000
Las Floristas Inc
PO Box 579WhittierCA90608PCUNRESTRICTED$25,000
Library Foundation of Los Angeles
630 West Fifth StreetLos AngelesCA90071PCUNRESTRICTED$1,000
Music Will fmly Little Kids Rock
PO Box 43369MontclairNJ07043PCUNRESTRICTED$20,000
Los Angeles Regional Food Bank
1734 E 41st StreetLos AngelesCA90058PCUNRESTRICTED$15,000
Maple Counseling Cener
439 N Canon Drive Suite 209Beverly HillsCA90210PCUNRESTRICTED$20,000
Midnight Mission
601 South San Pedro StLos AngelesCA90014PCUNRESTRICTED$10,000
Miracle Flights
5740 S Eastern Avenue Suite 240Las VegasNV89119PCUNRESTRICTED$10,000
New Directions for Veterans
11303 Wilshire Blvd VA Bldg 116Los AngelesCA90073PCUNRESTRICTED$15,000
Newport Beach Public Library
1000 Avocado AvenueNewport BeachCA92660PCUNRESTRICTED$1,000
Northridge Hospital Foundation
18300 Roscoe BlvdNorthridgeCA91328PCUNRESTRICTED$20,000
Opica Adult Day Program Counseling
11759 Missouri AvenueLos AngelesCA90025PCUNRESTRICTED$15,000
Optimist Youth Homes
6957 N Figueroa St PO Box 41-1076Los AngelesCA90041PCUNRESTRICTED$7,500
Orange County Rescue Mission
One Hope DriveTustinCA92782PCUNRESTRICTED$10,000
Orange County United Way
18012 Mitchell SouthIrvineCA92614PCUNRESTRICTED$25,000
Pacific Chorale
3303 Harbor Blvd Suite E5Costa MesaCA92626PCUNRESTRICTED$5,000
Pacific Legal Founation
555 Capital Mall Suite 1290SacramentoCA95814PCUNRESTRICTED$15,000
Pediatric Cancer Research Foundatio
17932 Sky Park Circle Suite EIrvineCA92614PCUNRESTRICTED$25,000
Peninsula Committee Childrens Hospi
PO Box 801Palos Verdes EstatesCA90274PCUNRESTRICTED$22,500
Peninsula Friends of the Library
701 Silver Spur RoadRolling Hills EstateCA90274PCUNRESTRICTED$1,000
Phoenix House
11600 Eldrige AvenueLake View TerranceCA91342PCUNRESTRICTED$5,000
Project Hope Alliance
1954 Placentia Avenue Suite 202Costa MesaCA92626PCUNRESTRICTED$10,000
Project Sister Family Services
PO Box 1369PomonaCA91769PCUNRESTRICTED$10,000
Project Youth OCBF
1605 E 17th StreetSanta AnaCA92702PCUNRESTRICTED$10,000
Proyecto Pastoral At Dolores Missio
135 N Mission RoadLos AngelesCA90033PCUNRESTRICTED$17,500
Public Media Group of Southern CA
2900 West Alameda Avenue Suite 600BurbankCA90027PCUNRESTRICTED$15,000
Puente Learning Center
501 S Boyle AvenueLos AngelesCA90033PCUNRESTRICTED$5,000
Rainbow Service
453 West 7th StreetSan PedroCA90731PCUNRESTRICTED$3,500
RM Pyles Boys Camp
27211 Henry Mayo DriveValenciaCA91355PCUNRESTRICTED$10,000
Regents of the University of Califo
209 Irvine Hall - Dept of MedicineIrvineCA92697PCUNRESTRICTED$25,000
Saban Community Clinic LA Free Clin
8405 Beverly BlvdLos AngelesCA90048PCUNRESTRICTED$20,000
Salvation Army So Cal
16941 Keegan AvenueCarsonCA90746PCUNRESTRICTED$20,000
Sharewell Cayton Childrens Museum
395 Santa Monica PlaceSanta MonicaCA90401PCUNRESTRICTED$20,000
St Joseph Center
204 Hampton DriveVeniceCA90291PCUNRESTRICTED$22,500
St Margarets Center
1531 James M Wood BlvdLos AngelesCA90015PCUNRESTRICTED$15,000
St Vincent Meals on Wheels
2303 Miramar StreetLos AngelesCA90057PCUNRESTRICTED$30,000
Sycamores
100 W Walnut Street Suite 375PasadenaCA91124PCUNRESTRICTED$10,000
Teach for America
606 South Olive Street Suite 300Los AngelesCA90014PCUNRESTRICTED$12,500
Tierra Del Sol Foundation
9919 Sunland BlvdSunlandCA91040PCUNRESTRICTED$25,000
USC Pacific Asia Museum
46 N Los Robles AvenuePasadenaCA91101PCUNRESTRICTED$3,000
Union Rescue Mission
545 South San Pedro StreetLos AngelesCA90013PCUNRESTRICTED$10,000
Union Station Homeless Services
825 E Orange Grove BlvdPasadenaCA91104PCUNRESTRICTED$15,000
United Way of Greater Los Angeles
1150 S Olive Street T500Los AngelesCA90015PCUNRESTRICTED$40,000
Upward Bound House
1104 Washington AvenueSanta MonicaCA90403PCUNRESTRICTED$10,000
Valley Village
20830 Sherman WayWinnetkaCA91306PCUNRESTRICTED$10,000
Venice Arts
13445 Beach AvenueVeniceCA90292PCUNRESTRICTED$5,000
Venice Family Clinic
604 Rose AvenueVeniceCA90291PCUNRESTRICTED$25,000
Vista Del Mar Family Services
3200 Motor AvenueLos AngelesCA90034PCUNRESTRICTED$10,000
Wayfinder Family Service
5300 Angeles Vista BlvdLos AngelesCA90043PCUNRESTRICTED$5,000
Westcoast Sports Associates
8939 S Sepulveda Blvd Suite 110-716Los AngelesCA90045PCUNRESTRICTED$40,000
Westside Food Bank
1710 22nd StreetSanta MonicaCA90404PCUNRESTRICTED$25,000
Camp Ronald McDonald for Good Times
1250 Lyman PlaceLos AngelesCA90029PCUnrestricted$5,000
ClareMatrix Frmly Clare Foundation
909 Pico BlvdSanta MonicaCA90405PCUnrestricted$10,000
Pacific Clinic fmly UpliftHollygrov
800 South Santa Anita AveArcadiaCA91006PCUnrestricted$10,000
Providence Little Co Mary Medical C
4101 Torrance BlvdTorranceCA90503PCUnrestricted$15,000
United Friends of the Children
1055 Wilshire Blvd Suite 1550Los AngelesCA90017PCUnrestricted$5,000
Beyond Blindness
18542-B Vanderlip AvenueSanta AnaCA92705PCUNRESTRICTED$5,000
BOY SCOUTS OF AMERICA - ORANGE COUN
2 Irvine Park RoadOrangeCA92869PCUnrestricted$25,000
Harvest Home
2118 Wilshire Blvd PMB 358Santa MonicaCA90403PCUnrestricted$5,000
International Eye Foundation
10801 Connecticut AveKensingtonMD20895PCUnrestricted$15,000
Marycrest Manor
10664 St James DriveCulver CityCA90230PCUnrestricted$7,500
SEAL FUTURE FOUNDATION INC
32 3rd Avenue 393New YorkNY10003PCUnrestricted$10,000
WELLNEST frml LA CHILD GUIDANCE CLI
3031 S Vermont AveLos AngelesCA90007PCUnrestricted$5,000
Wounded Warrior Project
1 South Nevada Avenue Suite 205Colorado SpringsCO80903PCUnrestricted$30,000
A Sense Of Home
3457 La Tijera BlvdLos AngelesCA90045PCUNRESTRICTED$7,500
ALS Network
PO Box 7082Woodland HillsCA91365PCUNRESTRICTED$25,000
Beverly Hills Library
444 N Rexford DrBeverly HillsCA90210PCUNRESTRICTED$1,000
Children's Bureau of Southern Calif
1910 Magnolia AveLos AngelesCA90007PCUnrestricted$15,000
Children's Burn Foundation
5000 Van Nuys Blvd Suite 450Sherman OaksCA91403PCUNRESTRICTED$10,000
Partners For Pediatric Vision
6285 E Spring Street Ste 370Long BeachCA90808CRUnrestricted$15,000
Verbum DEI High School
11100 S Central AveNorth HollywoodCA90059CRUNRESTRICTED$7,500
Valley Community Healthcare
6801 Coldwater Canyon AveNorth HollywoodCA91605CRUNRESTRICTED$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,532,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,472,165ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion$338,426ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$229,737RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,810,620ExclusionAmt
Related Or Exempt Function Incm$229,737RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,040,357TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtEOYFMVEOYFMVAmt
Furniture and Fixtures$7,577$7,577
Machinery and Equipment$706$706
Miscellaneous$500

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOYFMVEOYFMVAmtBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
FMV oil$962,959
Lease deposit$3,906$3,906

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescIncome tax payableDesc
Amt$11,980Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Accounting-$5,946-$2,081-$3,865
Bank charges$30$11$19
Insurance$19,539$6,839$12,700
Interest expense$6,831
Misc$556$195$361
Office expense$5,729$2,005$3,724
Parking$4,165$4,165
Professional Fee$130
Royalty Operating$7,401$7,401

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$338,426RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGAAP basis to tax return cash basisDesc
Amt$26,412Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll$11,349$3,972$7,377
Production$19,621$19,621
Property Tax$147$52$95

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.