BUDDY TAUB FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BUDDY TAUB FOUNDATION (EIN 95-4588448)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-12
- IRS object ID
- 201721029349100312
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-12T12:33:21-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVENUE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954588448 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUDDY TAUB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDD | BusinessNameControlTxt |
| Phone | 3108591800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD SUITE 525 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | dennis roach | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3108591800 | PhoneNum |
| Signature | 2017-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARNOLD ANISGARTEN | PreparerPersonNm |
| PTIN | P00227735 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,499,583 | 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 | $28,839 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,982 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $163,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,356,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,471 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $392,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $32,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $321 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $321 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,395 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,712 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,398 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,916 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $441,894 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $441,894 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $563,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $488,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $315,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,670 | CashBOYAmt |
| Cash EOY | $29,392 | CashEOYAmt |
| Cash EOYFMV | $29,392 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $293,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,989,997 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,989,997 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $852,344 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $211,547 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $221,875 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,747,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,740,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,203,079 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $149,893 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,040 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,240 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,052,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,021,751 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,499,583 | 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 | $9,052,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,021,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,052,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,021,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,052,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,021,751 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,052,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $140,417 | OtherIncreasesAmt |
| Subtotal | $9,021,751 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,021,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Morgan Stanley - Short Term | 2016-01-01 | 2016-05-31 | $1,141,964 | $1,246,949 | -$104,985 | -$104,985 |
| morgan stanley - long term | 2015-01-01 | 2016-05-31 | $1,250,928 | $1,375,786 | -$124,858 | -$124,858 |
| great plains - short term | 2016-01-01 | 2016-05-31 | $2,509,729 | $2,552,497 | -$42,768 | -$42,768 |
| great plains - long term | 2015-01-01 | 2016-05-31 | $2,453,881 | $1,981,799 | $472,082 | $472,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,471 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $705,399 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,285,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $565,319 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,129,629 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055808 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $693,351 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,817,753 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070622 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $492,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,956,452 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049462 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $596,681 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,169,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058676 | DistributionYr5Rt |
| Total Distribution | 0.303151 | TotalDistributionRt |
| Average Distribution | 0.060630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,444,846 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $572,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,152 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $575,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $488,810 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,304 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,304 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,304 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $96 | OverpaymentAmt |
| Applied To ES Tax | $96 | 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 | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 3108439700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 AVE OF THE STARS 28TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Dennis A Roach APC | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | President | 6.00 | $32,000 | $0 | $0 |
| Jill J Roach | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | Secretary/CFO | 1.00 | $0 | $0 | $0 |
| Alexis Roach | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | Director | 0.00 | $0 | $0 | $0 |
| Stephanie Roach | ||||||||
| 9200 SUNSET BLVD SUITE 525 | LOS ANGELES | CA | 90069 | Director | 0.00 | $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 | $8,596,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $991,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,588,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,588,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,444,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $472,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $472,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,304 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,304 | TotalTaxAmt |
| Distributable Before Adj | $465,938 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $14,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $479,938 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $479,938 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $488,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $488,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $488,810 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,938 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $44,156 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $488,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $479,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,872 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $250,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $44,156 | ExcessFromYear2Amt |
| Excess From Year1 | $197,326 | ExcessFromYear1Amt |
| Excess From Current Year | $8,872 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The University of Texas at Austin | ||||||||
| P O Box 7458 | Austin | TX | 787137458 | N/A | PC | General Purpose | $35,000 | |
| Valley Venom Basketball Inc | ||||||||
| 11637 Andasol Ave | Granada Hils | CA | 91344 | N/A | PC | General Purpose | $3,000 | |
| Union Rescue Mission | ||||||||
| 545 S San Pedro St | Los Angeles | CA | 90013 | N/A | PC | General Purpose | $10,000 | |
| Mint Museum of Art | ||||||||
| 500 S Tryon St | Charlotte | NC | 28202 | N/A | PC | General Purpose | $10,152 | |
| UC Berkeley Art Museum | ||||||||
| 2155 Center St | Berkeley | CA | 94720 | N/A | PC | General Purpose | $8,685 | |
| Colorado College | ||||||||
| P O Box 1117 | Colorado Springs | CO | 80901 | N/A | PC | General Purpose | $75,000 | |
| The Teen Project Inc | ||||||||
| 8140 Sunland Blvd | Sun Valley | CA | 91352 | N/A | PC | General Purpose | $2,500 | |
| Albright-Knox Art Gallery | ||||||||
| 1285 Elmwood Ave | Buffalo | NY | 14222 | N/A | PC | General Purpose | $45,000 | |
| Exponent Philanthropy | ||||||||
| 1720 N Street NW | Washington | DC | 20036 | N/A | PC | General Purpose | $750 | |
| Hammer Museum | ||||||||
| Attn Development Dept 10899 | Los Angeles | CA | 90024 | N/A | PC | General Purpose | $15,000 | Wilshire Blvd |
| Museum of Contemporary Art Chicago | ||||||||
| 220 East Chicago Avenue | Chicago | IL | 60611 | N/A | PC | General Purpose | $19,000 | |
| New York Public Library | ||||||||
| 5th Avenue | New York | NY | 10018 | N/A | PC | General Purpose | $18,500 | |
| The Morgan Library & Museum | ||||||||
| 225 Madison Avenue | New York | NY | 100163405 | N/A | PC | General Purpose | $40,000 | |
| The Museum of Fine Arts Houston | ||||||||
| 1001 Bissonnet | Houston | TX | 77005 | N/A | PC | General Purpose | $117,000 | |
| Washington & Lee University | ||||||||
| 204 W Washington Street | Lexington | VA | 244502116 | N/A | PC | General Purpose | $7,137 | |
| Winterthur Museum | ||||||||
| 5105 Kennett Pike | Wilmington | DE | 19735 | N/A | PC | General Purpose | $3,300 | |
| Birmingham Museum of Art | ||||||||
| 2000 Rev Abraham Woods Jr Blvd | Birmingham | AL | 35203 | N/A | PC | General Purpose | $17,470 | |
| Museum of Rhode Island School of Design | ||||||||
| 20 N Main St | Providence | RI | 02903 | N/A | PC | General Purpose | $5,140 | |
| The Colonial Williamsburg Foundation | ||||||||
| P O Box 1776 | Williamsburg | VA | 23187 | N/A | PC | General Purpose | $5,260 | |
| Shadhika Project Inc | ||||||||
| 3523 Vallejo Street | Denver | CO | 80211 | N/A | PC | General Purpose | $2,500 | |
| Printed Matter Inc | ||||||||
| 195 Tenth Ave Ground Fl | New York | NY | 10011 | N/A | PC | General Purpose | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $441,894 | 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 | $28,839 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $199,471 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $392,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $392,154 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,395 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | corporate bonds - great plains | BondNm |
| EOY Book Value | $50,040 | EOYBookValueAmt |
| EOYFMV | $55,240 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| options/hedge funds | $1,741,981 | $1,475,925 |
| corporate stock - great plains | $3,998,794 | $4,727,154 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $211,547 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $221,875 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | CategoryTxt |
| Legal Fees | $321 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $321 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,200 | $0 | $0 | $2,200 |
| BANK CHARGES | $122 | $0 | $0 | $0 |
| storage | $2,076 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| reinvestment | $94,205 |
| return of capital | $350 |
| recovery of amount treated as a qualifying distribution | $14,000 |
| other change in fund balance | $31,862 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $63,403 | Amt |
| Net Investment Income | $63,403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $5,712 | $5,712 | $0 | $0 |
| State Taxes | $10 | $0 | $0 | $0 |
| federal taxes | $3,186 | $0 | $0 | $0 |
| other taxes | $75 | $0 | $0 | $0 |
Comments