JESS & PALMA MORGAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JESS & PALMA MORGAN FOUNDATION (EIN 95-4279684)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349102208
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:48:26-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952483169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESS S MORGAN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954279684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JESS AND PALMA MORGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 3236342400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BOULEVARD SUITE 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J OLLWEILER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3236342400 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY D BODNER | PreparerPersonNm |
| PTIN | P00396713 | PTIN |
| Phone | 3236342400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.179.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 11:48:18 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EA5CA1E1C9AC298E4232AD3951B6D58B0CF7612 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5411B2758385C2F9ED04824B3ABC4FD9E60E607 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $324,522 | 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 |
| Dividends Rev And Expnss | $7,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,274 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $193 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,499 | CashBOYAmt |
| Cash EOY | $2,197 | CashEOYAmt |
| Cash EOYFMV | $2,197 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,922 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $205,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $288,523 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $290,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $324,522 | 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 | $290,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $291,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $290,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $291,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $290,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $291,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $290,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $291,730 | SubtotalAmt |
| Other Decreases | $173 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $291,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHS SPDR S&P HOMEBUILDERS | P | 2015-07-13 | 2016-01-06 | $3,305 | $3,709 | -$404 | -$404 |
| 75 SHS SPDR S&P HOMEBUILDERS | P | 2015-12-17 | 2016-01-06 | $2,479 | $2,598 | -$119 | -$119 |
| 50 SHS ISHARES BROKER DEALER INDEX | P | 2015-12-17 | 2016-01-13 | $1,799 | $2,097 | -$298 | -$298 |
| 52 SHS ISHARES BROKER DEALER INDEX | P | 2014-03-10 | 2016-01-13 | $1,871 | $2,063 | -$192 | -$192 |
| 43 SHS ISHARES BROKER DEALER INDEX | P | 2013-07-18 | 2016-01-13 | $1,547 | $1,398 | $149 | $149 |
| 461.039 SHS GOLDMAN SACHS STRATEGIC INC | P | 2013-05-17 | 2016-01-15 | $4,333 | $5,000 | -$667 | -$667 |
| 508.18 SHS GOLDMAN SACHS STRATEGIC INC | P | 2015-12-17 | 2016-01-15 | $4,776 | $5,000 | -$224 | -$224 |
| 100 SHS VANGUARD MSCI EUROPE | P | 2015-05-14 | 2016-01-15 | $4,541 | $5,853 | -$1,312 | -$1,312 |
| 750.531 SHS LAZARD US SMALL CAP GROWTH | P | 2016-01-15 | 2016-02-08 | $6,912 | $7,100 | -$188 | -$188 |
| 85 SHS SPDR KBW REGIONAL BANK | P | 2015-07-13 | 2016-03-16 | $3,192 | $3,791 | -$599 | -$599 |
| 60 SHS SPDR KBW REGIONAL BANK | P | 2015-12-17 | 2016-03-16 | $2,253 | $2,551 | -$298 | -$298 |
| 40 SHS ISHARES BARCLAYS 103 YR BOND | P | 2013-03-07 | 2016-06-08 | $4,215 | $4,232 | -$17 | -$17 |
| 35 SHS ISHARES TR MSCI EAFE | P | 2014-03-10 | 2016-06-27 | $1,829 | $2,357 | -$528 | -$528 |
| 34 SHS ISHARES TR MSCI EAFE | P | 2013-03-07 | 2016-06-27 | $1,777 | $2,015 | -$238 | -$238 |
| 12 SHS FIRST TRUST DJ INTERNET ETF | P | 2015-12-17 | 2016-07-14 | $899 | $911 | -$12 | -$12 |
| 5 SHS ISHARES NASDAQ BIOTECH ETF | P | 2015-08-13 | 2016-07-14 | $1,334 | $1,859 | -$525 | -$525 |
| 15 SHS KRAFT HEINZ CO | P | 2016-01-20 | 2016-07-14 | $1,313 | $1,053 | $260 | $260 |
| 30 SHS SPDR TECHNOLOGY ETF | P | 2015-12-17 | 2016-07-14 | $1,344 | $1,308 | $36 | $36 |
| 60 SHS MARKET VECTORS OIL | P | 2015-11-16 | 2016-07-14 | $1,770 | $1,838 | -$68 | -$68 |
| 10 SHS VANGUARD CONS DISCR ETF | P | 2015-07-13 | 2016-07-14 | $1,264 | $1,276 | -$12 | -$12 |
| 12 SHS ISHARES RUSSELL 3000 ETF | P | 2015-12-17 | 2016-07-27 | $1,526 | $1,461 | $65 | $65 |
| 16 SHS SPDR S&P INSURANCE ETF | P | 2015-12-17 | 2016-07-27 | $1,143 | $1,109 | $34 | $34 |
| 18 SHS SPDR ENERGY ETF | P | 2016-03-01 | 2016-07-27 | $1,192 | $1,048 | $144 | $144 |
| 100 SHS MARKET VECTORS OIL SVS ETF | P | 2015-11-16 | 2016-07-27 | $2,771 | $3,064 | -$293 | -$293 |
| 8 SHS ALLERGAN PLC | P | 2015-12-17 | 2016-08-24 | $1,937 | $2,486 | -$549 | -$549 |
| 30 SHS DIREXION SMALL CAP 3X BULL | P | 2016-06-28 | 2016-08-24 | $2,321 | $1,680 | $641 | $641 |
| 15 SHS FIRST TRUST DJ INTERNET ETF | P | 2015-12-17 | 2016-08-24 | $1,164 | $1,138 | $26 | $26 |
| 30 SHS MACY'S INC | P | 2016-02-24 | 2016-08-24 | $1,183 | $1,281 | -$98 | -$98 |
| .263 SHS SPDR REAL ESTATE SECTOR | P | 2016-09-23 | 2016-09-23 | $9 | $9 | $0 | $0 |
| 100 SHS MYLAN NV | P | 2016-02-12 | 2016-10-07 | $3,574 | $4,130 | -$556 | -$556 |
| 7 SHS ALLERGAN PLC | P | 2015-12-17 | 2016-11-02 | $1,382 | $2,175 | -$793 | -$793 |
| 8 SHS ALLERGAN PLC | P | 2016-04-06 | 2016-11-02 | $1,579 | $1,961 | -$382 | -$382 |
| 22 SHS SPDR REAL ESTATE SECTOR | P | 2016-09-22 | 2016-11-02 | $651 | $716 | -$65 | -$65 |
| .250 SHS ISHARES MSCI JAPAN | P | 2016-02-22 | 2016-11-07 | $12 | $11 | $1 | $1 |
| 100 SHS BANK OF AMERICA CORP | P | 2016-01-20 | 2016-12-21 | $2,255 | $1,353 | $902 | $902 |
| 9 SHS DIREXION SMALL CAP 3X BULL | P | 2016-06-28 | 2016-12-21 | $939 | $504 | $435 | $435 |
| 10 SHS ISHARES PHLX SEMI'S ETF | P | 2016-02-12 | 2016-12-21 | $1,235 | $776 | $459 | $459 |
| 5 SHS UNITED HEALTHCARE | P | 2016-01-20 | 2016-12-21 | $799 | $562 | $237 | $237 |
| CAPITAL GAINS DIVIDENDS | P | $21 | $21 | $21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,027 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011242 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $144,356 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.484912 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,211 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $78,164 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.358822 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.371093 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,245 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $35,284 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.573773 | DistributionYr5Rt |
| Total Distribution | 4.799842 | TotalDistributionRt |
| Average Distribution | 0.959968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $300,261 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $288,241 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $63 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $288,304 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $125 | TaxDueAmt |
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 | JESS S MORGAN COMPANY INC | IndividualWithBooksNm |
| Phone | 3236342400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900363697 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| PALMA S MORGAN | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| GARY LEVENSTEIN | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | CFO & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN J OLLWEILER | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| GENE TORNCELLO | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | VICE PRESIDENT & 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 | $269,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $304,834 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $304,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $300,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125 | TotalTaxAmt |
| Distributable Before Adj | $14,888 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,888 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,591 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $139,006 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,981 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,893 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $323,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,888 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,888 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $309,583 | 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 | $4,703 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $304,880 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $139,006 | ExcessFromYear4Amt |
| Excess From Year3 | $102,981 | ExcessFromYear3Amt |
| Excess From Year2 | $62,893 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PALMA S MORGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAMLA S MORGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3236342400 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN G KOMEN LOS ANGELES COUNTY RACE FOR THE CURE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9841 AIRPORT BLVD SUITE 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STANDFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| USC - MARSHALL SCHOOL OF BUSINESS | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 900898201 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $70,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,027 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,544 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $255,558 | EOYBookValueAmt |
| EOYFMV | $288,523 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN ON CAPITAL ADJUSTMENTS | $75 |
| PAYMENT OF FEDERAL TAXES | $98 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES & MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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