WEST FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-03-14
- IRS object ID
- 201730739349100318
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-14T18:22:28-07:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953172334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSENBERG COHEN & GILBERT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 VENTURA BLVD STE 304 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914035861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954776335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3103988624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1148 SIERRA ALTA WAY | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900691730 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WEST | PersonNm |
| Person Title | PRESIDENT & CHAIRMAN | PersonTitleTxt |
| Phone | 3103988624 | PhoneNum |
| Signature | 2017-03-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS L COHEN | PreparerPersonNm |
| PTIN | P00053320 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2017-03-14 | PreparationDt |
| 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 | $2,048,048 | 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 | $192,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $575,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $242,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,500 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $523 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $69 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $152,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,415 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $354,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $577,248 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $577,248 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,107,467 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,127,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,470,800 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,550,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,704,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,048,048 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,950 | AccountsPayableBOYAmt |
| Other Liabilities EOY | $3,355 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,950 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,355 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,548,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,701,025 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,548,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,701,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,550,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,704,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,548,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $152,148 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,701,025 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,701,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES S/T | P | $301,487 | $259,992 | $41,495 | $41,495 |
| PUBLICLY TRADED SECURITIES L/T | P | $274,409 | $306,242 | -$31,833 | -$31,833 |
| PUBLICLY TRADED SEC. CASH-IN-LIEU | P | $65 | $65 | $65 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,727 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,727 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,817,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045493 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,665,906 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041302 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,709 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,434,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,180,406 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044842 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,280 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,066,930 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037753 | DistributionYr5Rt |
| Total Distribution | 0.209632 | TotalDistributionRt |
| Average Distribution | 0.041926 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,915,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,315 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $505 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,820 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,760 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $505 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $505 | SubtotalAmt |
| Tax Based On Investment Income | $505 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $987 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $987 | TotalPaymentsAndCreditsAmt |
| Overpayment | $482 | OverpaymentAmt |
| Applied To ES Tax | $482 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TODD WEST | IndividualWithBooksNm |
| Phone | 3103988624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TODD WEST | ||||||||
| 1148 SIERRA ALTA WAY | LOS ANGELES | CA | 900696054 | PRESIDENT & | 5.00 | $0 | $0 | $0 |
| MARLENE WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAYNA WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,396,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,944,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,944,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,915,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $505 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $505 | TotalTaxAmt |
| Distributable Before Adj | $95,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,760 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $89,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $505 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,255 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,093 | UndistributedIncomePYAmt |
| Qualifying Distributions | $89,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,093 | AppliedToYear1Amt |
| Applied To Current Year | $1,667 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $93,610 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHEVILLE HUMANE SOCIETY | |||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $3,500 |
| BAY AREA LYME FOUNDATION | |||||||
| 884 PORTOLA RD A-7 | PORTOLA VALLEY | CA | 94028 | NONE | 501C3 | DIAGNOSIS/TREATMENT OF LYME DISEASE | $1,600 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT CA | $48,000 |
| CHRIST CHURCH BY THE SEA | |||||||
| 1400 W BALBOA BLVD | NEWPORT BEACH | CA | 92661 | NONE | 501C3 | CARE AND SERVICE TO OTHERS | $2,500 |
| CONCERN FOUNDATION | |||||||
| 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CANCER RESEARCH. | $2,000 |
| CONSUMER REPORTS FOUNDATION | |||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | NONE | 501C3 | FAIRER, SAFER, HEALTHIER MARKETPLACE | $100 |
| DANIEL WEBSTER MIDDLE SCHOOL | |||||||
| 11330 W GRAHAM PLACE | LOS ANGELES | CA | 90064 | NONE | 501C3 | BOOKS & TEACHING SUPPLIES | $3,000 |
| EXTRAFOODORG | |||||||
| 52 EL CAMINO AVE | SAN RAFAEL | CA | 94901 | NONE | 501C3 | END HUNGER THROUGH FOOD RECOVERY | $1,000 |
| GEORGE WHITE ELEM SCH PTA | |||||||
| 25422 CHAPPAROSA PARK DR | LAGUNA NIGUEL | CA | 92677 | NONE | 501C3 | ENHANCE EDUCATION-SCIENCE,ARTS | $600 |
| JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | 501C3 | SENIOR CARE WITH JEWISH VALUES | $12,000 |
| KQED -PUBLIC RADIO | |||||||
| 2106 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | 501C3 | SUPPORT PUBLIC BROADCASTING | $360 |
| LOS ANGELES RIVER REVITALIZATION CO | |||||||
| 570 W AVENUE 26 475 | LOS ANGELES | CA | 91165 | NONE | 501C3 | AID FOR LA RIVER BEAUTIFICATION | $1,000 |
| MARIN AGRICULTURAL LAND TRUST | |||||||
| 145 A ST | POINT REYES STATION | CA | 94956 | NONE | 501C3 | PRESERVE LAND FOR AGRUCULTURAL USE | $1,000 |
| MARIN DAY SCHOOLS | |||||||
| 100 MEADOW CREEK DR 225 | CORTE MADERA | CA | 94925 | NONE | 501C3 | EARLY CHILDHOOD EDUCATION | $1,500 |
| MIA HAMM FOUNDATION | |||||||
| 220 DEER PARK AVE | SAN RAFAEL | CA | 94901 | NONE | 501C3 | AID PEOPLE NEEDING MARROW TRANSPLANT | $100 |
| OLIVE CREST | |||||||
| 2130 E 4TH ST 200 | SANT ANA | CA | 92705 | NONE | 501C3 | PREVENT CHILD ABUSE | $750 |
| THE REAL BARK | |||||||
| 3740 SUNSET BLVD | LOS ANGELES | CA | 90026 | NONE | 501C3 | ANIMAL SHELTER-NO KILLING | $750 |
| TOWER CANCER RESEARCH FOUND | |||||||
| 427 N CANON DRIVE 108 | BEVERLY HILLS | CA | 90210 | NONE | 501C3 | CANCER RESEARCH | $1,500 |
| WELDON COMMUNITY CENTER | |||||||
| 1011 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | COMMUNITY INVOLVEMENT/OUTREACH | $6,000 |
| WIDOWS ORPHANS & DISABLED FIREMEN | |||||||
| 884 PORTOLA RD A7 | PORTOLA VALLEY | CA | 94028 | NONE | 501C3 | AID DISABLED FIREFIGHTERS & FAMILIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,908 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,727 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,727 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,500 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | M WEST CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $192,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOYFMVEOYFMVAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INCOME | $3,545 | |
| ABBVIE INC. 800 SH | $48,640 | $40,683 |
| ACACIA RESEARCH 500 SH | ||
| AMAZON.COM INC 100 SH | ||
| AMC NETWORKS 305 SH | $16,851 | $20,016 |
| BERKSHIRE HATHAWAY HLDG 1 SH | $237,000 | $44,720 |
| BLACKSTONE GROUP 442 SH | $11,377 | $13,818 |
| BRISTOL MYERS SQUIBB 250 SH | $14,110 | $11,658 |
| CALPINE CORP 1,500 SH | $16,725 | $18,343 |
| CAMPBELLS SOUP CO 376 SH | $21,391 | $20,069 |
| CANON INC ADR 600 SH | ||
| CANON ADR 400 SH | ||
| CATERPILLAR INC. 250 SH | ||
| CHEVRON CORPORATION 150 SH | ||
| CEMEX 3,000 SH | ||
| COMPAGNIE FINAN. RICHEMONT 3,000 SH | $19,569 | $17,190 |
| CORECIVIC INC 1,925 SH | $43,717 | $41,679 |
| CORRECTIONS CORP 625 SH | ||
| CREE INC 334 SH | ||
| DAIMLER AG 770 SH | $51,128 | $47,110 |
| EXELON CORP. 750 SH | ||
| FIRST SOLAR INC. 1,000 SH | $30,320 | $41,526 |
| FORD MOTOR 5,300 SH | $63,388 | $68,847 |
| GENERAL ELECTRIC 5,210 SH | $160,260 | $154,860 |
| GENERAL MOTORS 1,500 SH | $51,795 | $45,365 |
| GLAXOSMITHKLINE PLC 475 SH | $17,950 | $20,045 |
| GLAXOSMITHKLINE PLC 500 SH | $18,895 | $19,690 |
| GS QUAL FLT RATE FUND 11,043.726 SH | ||
| GS QUAL FLT RATE FUND 4.86 SH | $42 | $42 |
| HARRIS & HARRIS GROUP 5,500 SH | $6,875 | $28,724 |
| HENNES & MAURITZ AB 7,000 SH | $40,628 | $40,815 |
| IDEARC INC. 50 SH | $1,255 | |
| INTERNATIONAL PAPER 400 SH | $19,488 | $16,612 |
| KELLY SERVICES INC 2,000 SH | ||
| KELLY SERVICES 700 SH | ||
| KINDER MORGAN 1,000 SH | $22,200 | $35,520 |
| LIBERTY BROADBAND CMN CL A 8 SH | $556 | $82 |
| LIBERTY BROADBAND CMN CL C 16 SH | $1,141 | $163 |
| LIBERTY GLOBAL A 25 SH | $783 | $1,814 |
| LIBERTY GLOBAL C 75 SH | $2,284 | $4,019 |
| LIBERTY GLOBAL LILAC CL A 1 SH | $22 | $5 |
| LIBERTY GLOBAL LILAC CL A 3SH | $64 | $14 |
| LIBERTY MEDIA CL A BRAVES 3 SH | $60 | $43 |
| LIBERTY MEDIA CL C BRAVES 6 SH | $119 | $80 |
| LIBERTY MEDIA A -LIB MEDIA GRP 8 SH | $250 | $36 |
| LIBERTY MEDIA C-LIB MEDIA GRP 16 SH | $498 | $70 |
| LIBERTY GLOBAL LILAC SERIES C 3 SH | $64 | $11 |
| LIBERTY GLOBAL LILAC SERIES C 9SH | $190 | $47 |
| LIBERTY MEDIA A SIRIUS 33 SH | $1,198 | $1,128 |
| LIBERTY MEDIA SIRIUS 66 SH | $2,360 | $244 |
| LIBERTY MEDIA INTERACTIVE 125 SH | $2,589 | $3,794 |
| LIBERTY EXPEDIA HOLDINGS SER A 11 SH | $484 | $362 |
| LIBERTY VENTURES 17 SH | $663 | $544 |
| LIBERTY TRIP ADVISORS 12 SH | $193 | $321 |
| LIBERTY VENTURES 29 SH | ||
| MALLINCKRODT LTD. 193 SH | $10,171 | $12,016 |
| MATTEL 2,000 SH | ||
| MSCI SPAIN 25/50 INDEX FND 650 SH | $16,361 | $20,048 |
| MICROSOFT 2,000 SH | $120,520 | $51,545 |
| MONSANTO 200 SH | ||
| NESTLE SA 276 SH | $18,533 | $19,418 |
| NOVARTIS AG 760 SH | $52,258 | $52,755 |
| PFIZER INC. 3,300 SH | $106,062 | $73,936 |
| PJT PARTNERS 11 SH | ||
| QUALCOMM INC. 400 SH | ||
| SCHWEITZER-MAUDUIT INTL 375 SH | $15,765 | $14,959 |
| SOLAZYME INC 1,000 SH | ||
| SONY 1,000 SH | $29,070 | $9,780 |
| STARZ COMM 33 SH | ||
| SWEDBANK A B 1,222 SH | $28,181 | $24,462 |
| TRANSCANADA CORP. 300 SH | ||
| UNIVERSAL CORP. 625 SH. | $34,406 | $25,055 |
| VERIZON 1,900 SH | $94,810 | $53,717 |
| WALGREEN CO 180 SH | $15,251 | $8,077 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK CHARGES & FEES | $69 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK OVERDRAFT | Desc |
| EOY Book Value | $3,355 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FTB | $10 |
| FOREIGN TAX WITHHELD | $463 |
| CALIFORNIA SECRETARY OF STATE | $50 |
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