BETA

CAROL AND KENT H LANDSBERG FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CAROL AND KENT H LANDSBERG FOUNDATION (EIN 33-0353391)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-10
IRS object ID
201623159349101157
Schema version
2015v2.1
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)
Return2016-11-10T20:54:18-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Armanino LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111766 Wilshire Blvd 9th FloorAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330353391EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL AND KENT H LANDSBERG FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone3104784148PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 11766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL P LANDSBERGPersonNm
Person TitleCEOPersonTitleTxt
Phone3104784148PhoneNum
Signature2016-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAlin WallPreparerPersonNm
PTINP00365782PTIN
Phone3104784148PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,379,822FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,822DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,822DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,707NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,155,585GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,707CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,006OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$223OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$67,535TotalRevAndExpnssAmt
Total Net Invst Incm$62,306TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,299OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,299OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$482TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,611OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,017TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,314TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,753ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,753ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,770TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,314TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,753TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,235ExcessRevenueOverExpensesAmt
Net Investment Income$45,992NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,694CashBOYAmt
Cash EOY$2,816CashEOYAmt
Cash EOYFMV$2,816CashEOYFMVAmt
Sav And Temp Cash Invst BOY$282,757SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$453,794SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$453,794SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$867,838CorporateStockBOYAmt
Corporate Stock EOY$699,376CorporateStockEOYAmt
Corporate Stock EOYFMV$606,719CorporateStockEOYFMVAmt
Other Investments BOY$216,657OtherInvestmentsBOYAmt
Other Investments EOY$315,127OtherInvestmentsEOYAmt
Other Investments EOYFMV$315,370OtherInvestmentsEOYFMVAmt
Other Assets BOY$140,104OtherAssetsBOYAmt
Other Assets EOY$1,123OtherAssetsEOYAmt
Other Assets EOYFMV$1,123OtherAssetsEOYFMVAmt
Total Assets BOY$1,518,050TotalAssetsBOYAmt
Total Assets EOY$1,472,236TotalAssetsEOYAmt
Total Assets EOYFMV$1,379,822TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,518,050CapitalStockBOYAmt
Capital Stock EOY$1,472,236CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,518,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,472,236TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,518,050TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,472,236TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,518,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,235ExcessRevenueOverExpensesAmt
Other Increases$1,421OtherIncreasesAmt
Subtotal$1,472,236SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,472,236TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FIDELITY #02401-CAPITAL GAIN DISTRIBUTIONP2015-12-31$7,043$7,043$7,043
MAPLETONP2015-12-31$3,232$3,232$3,232
MAPLETONP2015-12-31$1,997$1,997$1,997
7267 BARCLAYS BK PLC IPATH S&P 500 VIX SHORTP2015-12-31$155,717$5,949$5,949$149,768
1274 ISHARES CORE U.S. AGGREGATE BOND ETFP2015-12-31$139,307-$1,098-$1,098$140,405
454 SHS ISHARES MICRO CAP ETF, IWCP2015-12-31$35,432$418$418$35,014
3718 SHS ISHARES US TELECOMMUNICATION ETF, IYZP2015-12-31$111,149$1,263$1,263$109,886
9842 SHS PROSHARES ULTRA S&P 500 PROSHARES, SSOP2015-12-31$703,573$16,286$16,286$687,287
1243 SHS SECTOR SPDR TR SHS BEN INTP2015-12-31$70,398$19$19$70,379
848 SHS SECTOR SPDR TR SHS BEN INT TECHNOLOGYP2015-12-31$35,153$36$36$35,117
2072 SHS SPDR S&P 500 ETR TRUST UNIT SER 1P2015-12-31$424,088$10,710$10,710$413,378
285.003 SHS ACM DYNAMIC OPPORTUNITY CL I, ADOIXP2015-12-31$4,674-$7-$7$4,681
664.58 SHS BURNHAM FINANCIAL LONG SHORT FD CL AP2015-12-31$11,306$1,531$1,531$9,775
1769.92 shs calamos market neutral income cl aP2015-12-31$23,193-$46-$46$23,239
4273.716 SHS CAUSEWAY GLOBAL ABSOLUTE RTN INSTLP2015-12-31$44,298-$2,411-$2,411$46,709
138.177 SHS DODGE & COX STOCK, DODGXP2015-12-31$25,031$2,011$2,011$23,020
831.414 SHS DREYFUS DYNAMIC TOTAL RETURN FD CL IP2015-12-31$13,266$198$198$13,068
3159.660 SHS GERSTEIN FISHER MILFACTOR INT'L GRWTHP2015-12-31$41,834-$2,464-$2,464$44,298
2717.808 SHS GOLDMAN SACHS LONG SHORT INSTITUTIONAL GSLP2015-12-31$24,631-$3,165-$3,165$27,796
409.714 JP MORGAN HEDGED EQUITY SELECT CLP2015-12-31$6,855$374$374$6,481
178.670 SHS LEUTHOLD CORE INVESTMENT LCORXP2015-12-31$3,359-$81-$81$3,440
2989.970 SHS MANNING & NAPIER PRO-BLEND EXTEND TRMP2015-12-31$27,667-$6,170-$6,170$33,837
795.999 SALIENT BROADMARK TACTICAL PLUS FP2015-12-31$9,106$79$79$9,027
2058.47 SHS TFS MARKET NEUTRAL FUND TFSMXP2015-12-31$30,377-$1,467-$1,467$31,844
1713.306 SHS ADVISORY RESEAR MLP & ENERGY INCP2015-12-31$13,584-$10,294-$10,294$23,878
1702.189 SHS BOSTON PARTNERS LONG SHORT EQ INSTLP2015-12-31$31,845-$2,480-$2,480$34,325
1590.97 SHS FPA CRESCENT FUND, FPACXP2015-12-31$53,502$8,239$8,239$45,263
697.61 SHS GATEWAY FUND CLASS A, GATEXP2015-12-31$20,938$329$329$20,609
1014.78 SHS JP MORGAN US LG CAP CORE PLUS SELECTP2015-12-31$30,551$8,780$8,780$21,771
595.784 SHS LEUTHOLD CORE INVESTMENTP2015-12-31$11,022-$447-$447$11,469
2823.172 SHS SALIENT BROADMARK TACTICAL PLUS F, BTPIXP2015-12-31$32,297$281$281$32,016
575.188 JP MORGAN HEDGED EQUITY SELECTP2015-12-31$9,160$62$62$9,098
FieldValueIRS element (for citing)
Capital Gain Net Income$38,707CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$92,136AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,676,354NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054962DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,726AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,553,727NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055174DistributionYr2Rt
Adjusted Qlfy Distri Yr3$118,323AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,540,106NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.076828DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,257AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,674,896NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059262DistributionYr4Rt
Adjusted Qlfy Distri Yr5$86,449AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,612,847NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053600DistributionYr5Rt
Total Distribution0.299826TotalDistributionRt
Average Distribution0.059965AverageDistributionRt
Net Vl Noncharitable Assets$1,438,117NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,237AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$460NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$86,697AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$89,753QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$460InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$460SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$460TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,720EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,720TotalPaymentsAndCreditsAmt
Overpayment$1,260OverpaymentAmt
Applied To ES Tax$1,260AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL LANDSBERGIndividualWithBooksNm
Phone3104784148PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 11766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL P LANDSBERG
13007 SE ANGUS STREETVANCOUVERWA98683CEO0.00$0$0$0
SUSAN OLMSTEAD ZIELINSKI
183 F BALDWIN STJENISONMI49428Secretary0.00$0$0$0
ALIN H WALL
11766 WILSHIRE BL STE 900LOS ANGELESCA90025Treasurer0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,087,320AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$272,697AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$100,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,460,017TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,460,017AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,900CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,438,117NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,906MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,906MinimumInvestmentReturnAmt
Tax Based On Investment Income$460TaxBasedOnInvestmentIncomeAmt
Income Tax$634IncomeTaxAmt
Total Tax$1,094TotalTaxAmt
Distributable Before Adj$70,812DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,812DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,812DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,753ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,753QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$460PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$89,293AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,812DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,807ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,967ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,025ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,799TotalExcessDistributionCyovAmt
Qualifying Distributions$89,753QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,812AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,941RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$43,740TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$43,740ExcessDistriCyovToNextYrAmt
Excess From Year3$3,807ExcessFromYear3Amt
Excess From Year2$10,967ExcessFromYear2Amt
Excess From Year1$10,025ExcessFromYear1Amt
Excess From Current Year$18,941ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALIN WALLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111766 WILSHIRE BLVD 9TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3104784148RecipientPhoneNum
Form And Info And MaterialsUPON REQUEST, THE GRANT APPLICANT WILL BE MAILED A GRANT PROPOSAL APPLICATION WHICH WILL STATE THE FORM IN WHICH THE APPLICATION SHOULD BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesAUGUST 28SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION SUPPORTS SPECIFIC PROJECTS OF PUBLIC BENEFIT INVOLVED IN SPECIAL EDUCATION - SPECIFICALLY HEARING IMPAIRED CHILDREN, ANIMAL WELFARE AND EDUCATION ISSUES, ENVIRONMENTAL EDUCATION AND ISSUES, HUMAN GROWTH AND DEVELOPMENT AND PRENATAL AND PERINATAL PSYCHOLOGY AND EDUCATION. IT DOES NOT SUPPORT CAPITAL CAMPAIGNS, PAYMENT OF LEGAL FEES, REDUNDANT COMMUNITY SERVICES (SUCH AS CLASSES IN CPR), PROGRAMS THAT ARE ADJUNCTS TO PUBLICLY FUNDED PROGRAMS (SUCH AS CLASSES OFFERED IN PUBLIC SCHOOL) OR PROGRAMS THAT DERIVE INCOME THROUGH OTHER MEANS. WE DO NOT SUPPORT ORGANIZATIONS THAT HAVE ASSETS OVER $500,000, EXCLUDING REAL PROPERTY. WE SUPPORT PROJECTS WHICH REQUIRE A ONE-TIME EXPENSE AND HAVE NO ADMINISTRATIVE OVERHEAD OR DEPEND UPON FUNDING FROM OTHER FUNDING SOURCES TO COMPLETE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TRAINING AND ADVOCACY GROUP
11693 SAN VICENTE BL 559LOS ANGELESCA90049NONEPUBLIC CHARITYGENERAL$4,000
WILD FOR LIFE FOUNDATION
12400 VENTURA BLVD 706STUDIO CITYCA91604NONEPUBLIC CHARITYGENERAL$5,850
MARINE ANIMAL RESCUE
214 MAIN STREET 392EL SEGUNDOCA90245NONEPUBLIC CHARITYGENERAL$5,170
VOICE FOR THE ANIMALS
2633 LINCOLN BLVD 202SANTA MONICACA90405NONEPUBLIC CHARITYGENERAL$4,000
ANIMAL RESCUE FRIENDS OF IDYLLWILD
26890 STATE HIGHWAY 243IdyllwildCA92549NONEPUBLIC CHARITYGENERAL$2,042
SANTE DOR FOUNDATION
3165 LOS FELIZ BLVDLOS ANGELESCA90039NONEPUBLIC CHARITYGENERAL$1,415
Taking to the Streets with Lori and Shira
3681 Sunnyside Drive 20037RiversideCA92516NONEPUBLIC CHARITYGENERAL$2,000
ORGANIZATION FOR BAT PRESERVAT
39221 WOODWARD AVE PO BOX 801BLOOMFIELD HILLSMI48303NONEPUBLIC CHARITYGENERAL$4,400
Love on Four Paws
4005 Via VicoRancho Palos VerdesCA90275NONEPUBLIC CHARITYGENERAL$4,000
GRADES OF GREEN
519 MAIN STREETEL SEGUNDOCA90245NONEPUBLIC CHARITYGENERAL$2,910
Pet Place International
56925 Yucca Trail B407Yucca ValleyCA92284NONEPUBLIC CHARITYGENERAL$3,780
CUMBERLAND COLLEGE
6191 COLLEGE STATION DREIVEWILLIAMSBERGKY40769NONEPUBLIC CHARITYGENERAL$4,400
A PASSION FOR PAWS
6572 Camino Del ReyBONSALLCA92003NONEPUBLIC CHARITYGENERAL$3,000
White Rock Ranch Horse Rescue
733 Geronimo TrailYucca ValleyCA92284NONEPUBLIC CHARITYGENERAL$4,000
NO LIMITS THEATER
9801 WASHINGTON BLVDCULVER CITYCA90232NONEPUBLIC CHARITYGENERAL$2,500
River Otter Ecology Project
PO Box 103Forest KnollsCA94933NONEPUBLIC CHARITYGENERAL$4,100
THE NATURE OF WILDWORKS
PO BOX 109TOPANGACA90290NONEPUBLIC CHARITYGENERAL$3,000
UNITED PEGASUS FOUNDATION
PO BOX 173TEHACHAPICA93581NONEPUBLIC CHARITYGENERAL$2,286
FORGOTTEN ANIMALS OF LOS ANGELES
PO BOX 2285TOLUCA LAKECA91610NONEPUBLIC CHARITYGENERAL$3,400
FOCUS ON FERALS
PO BOX 274BRAINSARDSVILLENY12915NONEPUBLIC CHARITYGENERAL$6,500
LAUGHING PONY RESCUE
PO BOX 32RANCHO SANTA FECA92067NONEPUBLIC CHARITYGENERAL$4,000
EASTERN SIERRA WILDLIFE CARE
PO BOX 368BISHOPCA93515NONEPUBLIC CHARITYGENERAL$4,000
BASIC NEEDS FOUNDATION
PO BOX 413HARBOR CITYCA90710NONEPUBLIC CHARITYGENERAL$5,000
THE GINNY FUND
PO BOX 967LONG BEACHNY11561NONEPUBLIC CHARITYGENERAL$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,753TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,822ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$38,707ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME531190$5,229
PARTNERSHIP INCOME14-$223

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$5,229UnrelatedBusinessTaxblIncmAmt
Exclusion$62,306ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,535TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPREPARATION OF FORM 990PFCategoryTxt
Amt$5,625Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VARIOUS CORPORATE STOCKS$357,871$284,591
VARIOUS MUTUAL FUNDS$341,505$322,128

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LONE OAK MORTGAGE FUNDFMV$100,410$100,000
THORORFARE ASSET BASED LENDINGFMV$5,340$4,640
MAPLETON RETIREMENT INVESTORSFMV$108,942$110,518
HERSHISER STRATEGIC RESIDENTIALFMV$136$0
WESTRIDGE LENDING FUND LLCFMV$100,299$100,212

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE$491$172$172
DRAWS RECEIVABLE$355$951$951
PROCEEDS RECEIVABLE$139,258

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$10$0$0
INSURANCE$1,971$0$0
SECRETARY OF STATE$50$0$0
K-1: THOROFARE ASSET BASED LENDING FUND- DEDUCTIONS$310$0$0
K-1: MAPLETON RETIREMENT INVESTORS, LLC - INVESTMENT INTEREST EXPENSE$270$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME$5,229$5,229
PARTNERSHIP INCOME-$223-$223-$223

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescK-1 DIFFERENCE FROM PASS THROUGH ENTITIESDesc
Amt$1,421Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$16,299Amt
Net Investment Income$16,299NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$15$15$0
TAXES$467$0$0

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