THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MEREDITH AND ROSEMARY WILLSON CHARITABLE FOUNDATION (EIN 46-1015108)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349101742
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T18:16:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954400038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN PIVO & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10474 SANTA MONICA BL 405 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461015108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEREDITH AND ROSEMARY WILLSON CHARIT | BusinessNameLine1Txt |
| Business Name Line2 | (AKA THE MUSIC MAN FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERE | BusinessNameControlTxt |
| Phone | 3102745854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10474 SANTA MONICA BLVD 405 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AL PIVO | PersonNm |
| Person Title | CFO/DIRECTOR | PersonTitleTxt |
| Phone | 3102745847 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AL PIVO | PreparerPersonNm |
| PTIN | P00045071 | PTIN |
| Phone | 3102745854 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,604,443 | 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 | $2,952,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,952,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $313,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,313,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $313,228 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,710,315 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,710,315 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,975,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,975,985 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,325 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,323 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $429,032 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $429,032 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,737 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,737 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $185,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $167,040 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $230,813 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $212,632 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $314,141 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $225,981 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $88,160 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $196,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $29,982 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $912 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,050 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,050 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $71,858 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $71,858 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $322,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $258,605 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,865,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $488,586 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,172,629 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,238,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,238,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,103,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $488,586 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,410,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $872,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,487,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $578,878 | CashBOYAmt |
| Other Investments BOY | $67,312,381 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,032,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,937,980 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,295 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,597 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,610 | LandBOYAmt |
| Land EOY | $1,698 | LandEOYAmt |
| Land EOYFMV | $1,698 | LandEOYFMVAmt |
| Other Assets BOY | $8,923,369 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,664,765 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,664,765 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $76,817,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,698,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,604,443 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $8,387 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,387 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $76,817,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,690,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,817,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,690,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,817,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,698,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,817,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $872,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,690,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,690,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD DEVELOPED MRKTS INDEX ADMIRAL, VTMGX | P | 2022-06-21 | 2024-03-26 | $807,885 | $664,830 | $143,055 | $143,055 |
| VANGUARD DEVELOPED MRKTS INDEX ADMIRAL, VTMGX | P | 2022-06-21 | 2024-05-14 | $559,278 | $453,180 | $106,098 | $106,098 |
| VANGUARD DEVELOPED MRKTS INDEX ADMIRAL, VTMGX,XXX-XX-XXXX | P | 2022-06-21 | 2024-03-26 | $203,484 | $203,440 | $44 | $44 |
| VANGUARD DEVELOPED MRKTS INDEX ADMIRAL, VTMGX,XXX-XX-XXXX | P | 2022-06-21 | 2024-05-14 | $341,387 | $323,652 | $17,735 | $17,735 |
| VANGUARD FTSE ALL WDEX US SM CP IDX ADM, VFSAX, XXX-XX-XXXX | P | 2022-06-21 | 2024-03-26 | $294,105 | $265,714 | $28,391 | $28,391 |
| VANGUARD FTSE ALL WDEX US SM CP IDX ADM, VFSAX, XXX-XX-XXXX | P | 2022-06-21 | 2024-05-14 | $295,733 | $260,182 | $35,551 | $35,551 |
| VANGUARD 500 INDEX ADMIRAL, VFIAX, XXX-XX-XXXX | P | 2022-06-21 | 2024-01-31 | $52,797 | $41,359 | $11,438 | $11,438 |
| VARIANT ALTERNATIVE INCOME FUND INSTL, NICHX, 92220Q103 | P | 2022-06-21 | 2024-03-15 | $377,110 | $372,433 | $4,677 | $4,677 |
| VARIANT ALTERNATIVE INCOME FUND INSTL, NICHX, 92220Q103 | P | 2022-06-21 | 2024-06-14 | $724,692 | $742,974 | -$18,282 | -$18,282 |
| VARIANT ALTERNATIVE INCOME FUND INSTL, NICHX, 92220Q103 | P | 2022-06-21 | 2024-09-13 | $417,060 | $426,993 | -$9,933 | -$9,933 |
| VARIANT ALTERNATIVE INCOME FUND INSTL, NICHX, 92220Q103 | P | 2022-06-21 | 2024-12-13 | $239,710 | $245,256 | -$5,546 | -$5,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $313,228 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116,597 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,597 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,422 | OverpaymentAmt |
| Applied To ES Tax | $26,422 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | MUSICMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN PIVO & COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102745854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10474 SANTA MONICA BLVD SUITE 405 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| TOM CAMP | ||||||||
| 132 SOUTH RODEO | BEVERLY HILLS | CA | 90212 | PRESIDENT/DIRECTOR | 4.00 | $17,865 | $0 | $0 |
| AL PIVO | ||||||||
| 10474 SANTA MONICA BLVD SUITE 405 | LOS ANGELES | CA | 90025 | VP & CFO/DIRECTOR | 4.00 | $15,865 | $0 | $0 |
| LAURA ZUCKER | ||||||||
| 10474 SANTA MONICA BLVD SUITE 405 | LOS ANGELES | CA | 90025 | SECRETARY/DIRECTOR | 3.00 | $13,865 | $0 | $0 |
| LARRY W SWANSON | ||||||||
| 10474 SANTA MONICA BLVD SUITE 405 | LOS ANGELES | CA | 90025 | DIRECTOR | 3.00 | $13,865 | $0 | $0 |
| LETICIA RHI BUCKLEY | ||||||||
| 10474 SANTA MONICA BLVD SUITE 405 | LOS ANGELES | CA | 90025 | DIRECTOR | 3.00 | $14,865 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SARAH LYDING | ||||||||
| 10474 SANTA MONICA BLVD STE 405 | LOS ANGELES | CA | 90025 | EXECUTIVE DIRECTOR | 40.00 | $236,237 | $0 | $0 |
| KATHRYN D MACKENZIE | ||||||||
| 10474 SANTA MONICA BLVD STE 405 | LOS ANGELES | CA | 90025 | PROGRAM OFFICER | 40.00 | $114,795 | $0 | $0 |
| TESS WEINBERG | ||||||||
| 10474 SANTA MONICA BLVD STE 405 | LOS ANGELES | CA | 90025 | GRANT AND DATABASE M | 40.00 | $78,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTMOUNT ASSET MANAGEMENT | |||||
| 2049 CENTURY PARK EAST SUITE 2 | LOS ANGELES | CA | 90067 | INVESTMENT ADVISOR FEES | $200,793 |
| COHEN PIVO & CO CPAS | |||||
| 10474 SANTA MONICA BLVD SUITE 405 | LOS ANGELES | CA | 90025 | TAX, ACCOUNTING, BUSINESS MANAGEMENT | $181,813 |
| GANG TYRE RAMER BROWN & PASSMAN INC | |||||
| 132 SOUTH RODEO DRIVE | BEVERLY HILLS | CA | 90212 | LEGAL FEES | $181,813 |
| GENEVIEVE HAINES & COMPANY | |||||
| 419 N LARCHMONT BLVD 44 | LOS ANGELES | CA | 90004 | CONSULTING | $62,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $82,255,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,024,825 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,445,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,445,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,416,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,028,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,651,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,651,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,175 | TotalTaxAmt |
| Distributable Before Adj | $4,561,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,561,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,561,253 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,410,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,410,659 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,561,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,791,877 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,410,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,791,877 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,618,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $942,471 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATIE MACKENZIE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 COLORADO BLVD NUMBER 354 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102745854 | RecipientPhoneNum |
| Recipient Email Address | INQUIRIES@MUSICMANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | INSTRUCTIONS ARE PROVIDED ON WEBSITE WWW.MUSICMANFOUNDATION.ORG AND SUBMISSIONS MUST BE COMPLETED THROUGH THE FOUNDATION'S ONLINE GRANTS PORTAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY; UPDATED INFORMATION CAN BE FOUND AT WWW.MUSICMANFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY MUSEUM FOUNDATION | ||||||
| 6067 WILSHIRE BLVD LOS ANGELES CA | 90036 | LOS ANGELES | CA | 90036 | GENERAL OPERATING SUPPORT | $1,000 |
| ARTS FOR LA | ||||||
| PO BOX 4099 | WEST COVINA | CA | 91797 | GENERAL OPERATING SUPPORT | $37,500 | |
| BRAVER ANGELS | ||||||
| 733 THIRD AVENUE 16TH FLOOR | NEW YORK | NY | 10017 | GENERAL OPERATING SUPPORT | $100,000 | |
| CALIFORNIA FOR THE ARTS | ||||||
| 1731 HOWE AVE 585 | SACRAMENTO | CA | 95825 | GENERAL OPERATING SUPPORT | $100,000 | |
| CITY OF HOPE | ||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | MUSIC THERAPY | $2,000 | |
| CREATE CA | ||||||
| 85 S GRAND AVE | PASADENA | CA | 91105 | GENERAL OPERATING SUPPORT | $125,000 | |
| CREATIVETS | ||||||
| 1123 12TH AVE SOUTH | NASHVILLE | TN | 37203 | GENERAL OPERATING SUPPORT | $100,000 | |
| EDUCATIONAL THEATRE FOUNDATION | ||||||
| 4555 LAKE FOREST DR SUITE 650 | CINCINNATI | OH | 45242 | "THE UNSINKABLE MOLLY BROWN" GRANTS | $93,000 | |
| ETM-LA INC | ||||||
| 2501 W BURABNK BLVD STE 301 | BURBANK | CA | 91505 | GENERAL OPERATING SUPPORT | $175,000 | |
| GRANTMAKERS IN THE ARTS | ||||||
| 522 COURTLANDT AVENUE 1ST FLOOR | BRONX | NY | 104515008 | ADVOCACY ACTIVITIES | $30,000 | |
| HEART OF LOS ANGELES YOUTH INC | ||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | GENERAL OPERATING SUPPORT | $150,000 | |
| JOHN F KENNEDY CENTER FOR PERFORMING ARTS | ||||||
| PO BOX 58100 | WASHINGTON | DC | 200379997 | GENERAL OPERATING SUPPORT | $300,000 | |
| LEVINE MUSIC | ||||||
| 2801 UPTON ST NW | WASHINGTON | DC | 20008 | GENERAL OPERATING SUPPORT | $1,000 | |
| LOS ANGELES COUNTY DEPARTMENT OF ARTS AND CULTURE | ||||||
| 1055 WILSHIRE BOULEVARD SUITE 800 | LOS ANGELES | CA | 90017 | LA COUNTY ARTS ED COLLECTIVE | $125,000 | |
| LOS ANGELES OPERA COMPANY | ||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | GENERAL OPERATING SUPPORT | $125,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | GENERAL OPERATING SUPPORT | $125,000 | |
| MASON CITY FOUNDATION | ||||||
| 308 S PENNSYLVANIA AVE | MASON CITY | IA | 50401 | CAPITAL IMPROVEMENTS | $5,220 | |
| MASON CITY FOUNDATION | ||||||
| 308 S PENNSYLVANIA AVE | MASON CITY | IA | 50401 | CAPITAL IMPROVEMENTS | $12,310 | |
| MERIT SCHOOL OF MUSIC | ||||||
| 38 S PEORIA ST | CHICAGO | IL | 60607 | GENERAL OPERATING SUPPORT | $1,000 | |
| MUSIC WILL | ||||||
| PO BOX 43369 | MONTCLAIR | NJ | 07043 | GENERAL OPERATING SUPPORT | $150,000 | |
| NATIONAL ASSOCIATION FOR MUSIC EDUCATION | ||||||
| PO BOX 70704 | PHILADELPHIA | PA | 19176 | ADVOCACY EFFORTS | $80,000 | |
| NATIONAL GUILD FOR COMMUNITY ARTS EDUCATION | ||||||
| 520 8TH AVENUE STE 302 | NEW YORK | NY | 10018 | ADVOCACY EFFORTS | $80,000 | |
| NEW YORK UNIVERSITY | ||||||
| 547 LA GUARDIA PLACE | NEW YORK | NY | 10012 | JAMEEL ARTS & HEALTH LAB | $10,000 | |
| SAVE THE MUSIC FOUNDATION | ||||||
| PO BOX 2096 | NEW YORK | NY | 101082096 | GENERAL OPERATING SUPPORT | $250,000 | |
| STATE EDUCATION AGENCY DIRECTORS OF ARTS EDUCATION | ||||||
| 2500 N LINCOLN BLVD SUITE 316 | OKLAHOMA CITY | OK | 731050863 | ARTS EDUCATION DATA PROJECT | $25,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||
| 490 ILLINOIS STREET ROOM 12233 PO | BOX 0646 | SAN FRANCISCO | CA | 94143 | SCHOOL OF NURSING/SOUND HEALTH | $250,000 |
| NEW MUSIC USA | ||||||
| 114 JOHN ST 998 | NEW YORK | NY | 10038 | NEW MUSIC INCUBATOR-LOS ANGELES | $65,000 | |
| ARTS FOR LA | ||||||
| PO BOX 4099 | WEST COVINA | CA | 91791 | GENERAL OPERATING SUPPORT | $75,000 | |
| RIVERSIDE ARTS ACADEMY | ||||||
| POBOX 5910 | RIVERSIDE | CA | 92517 | GENERAL OPERATING SUPPORT | $75,000 | |
| TONALITY | ||||||
| 325 N LARCHMONT BLVD SUITE 306 | LOS ANGELES | CA | 90004 | GENERAL OPERATING SUPPORT | $75,000 | |
| LIFETIME ARTS | ||||||
| 208 CAROL AVE | PELHAM | NY | 10803 | INTEGRATING MUSIC/AGING PHASE 1 | $80,000 | |
| MASON CITY FOUNDATION | ||||||
| 308 S PENNSYLVANIA AVE | MASON CITY | IA | 50401 | GENERAL OPERATING SUPPORT | $80,000 | |
| HARMONY PROJECT | ||||||
| 325 N LARCHMONT BLVD 604 | LOS ANGELES | CA | 90004 | GENERAL OPERATING SUPPORT | $100,000 | |
| EQUITY ARC | ||||||
| 1241 ELM ST | CINCINNATI | OH | 45202 | GENERAL OPERATING SUPPORT | $135,000 | |
| LOS ANGELES COUNTY DEPARTMENT OF ARTS AND CULTURE | ||||||
| 500 WEST TEMPLE STREET B-79-2 | LOS ANGELES | CA | 90012 | LA COUNTY ARTS ED COLLECTIVE | $150,000 | |
| STATE EDUCATION AGENCY DIRECTORS OF ARTS EDUCATION | ||||||
| 2500 N LINCOLN BLVD SUITE 316 | OKLAHOMA CITY | OK | 731050863 | ARTS EDUCATION DATA PROJECT | $150,000 | |
| ARTS FOR HEALING AND JUSTICE NETWORK | ||||||
| 2727 E ANAHEIM ST 4722 | LONG BEACH | CA | 90804 | GENERAL OPERATING SUPPORT | $175,000 | |
| AMERICAN MUSIC THERAPY ASSOCIATION | ||||||
| 8705 COLESVILLE ROAD SUITE B 290 | SILVER SPRING | MD | 20910 | WEBSITE & TECHNOLOGY INFRASTRUCTURE | $200,000 | |
| ASPEN INSTITUTE | ||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | NEUROARTS BLUEPRINT INITIATIVE | $300,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||
| 490 ILLINOIS STREET ROOM 12233 PO | BOX 0646 | SAN FRANCISCO | CA | 94143 | MEREDITH WILLSON PILOT RESEARCH GRANTS | $25,000 |
| CALIFORNIA FOR THE ARTS | ||||||
| 1731 HOWE AVE 585 | SACRAMENTO | CA | 95825 | GENERAL OPERATING SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,238,030 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,952,442 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,710,315 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $313,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,975,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,975,985 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING & BUSINESS MANAGEMENT | $181,813 | $0 | $163,632 |
| AUDIT FEES | $49,000 | $0 | $49,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2018-07-01 | $1,734 | $1,734 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2021-03-24 | $1,504 | $828 | SL | 5.000000000000 | $301 | $0 |
| COMPUTER | 2022-01-07 | $1,865 | $746 | SL | 5.000000000000 | $373 | $0 |
| COMPUTER | 2022-05-26 | $1,192 | $377 | SL | 5.000000000000 | $238 | $0 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS NONPROFIT CORPORATION WAS FORMED UNDER DELAWARE LAW, BUT DOES NOT CONDUCT BUSINESS IN DELAWARE. DELAWARE DOES NOT REQUIRE NONPROFIT CORPORATIONS FORMED UNDER DELAWARE LAW TO REGISTER WITH ITS ATTORNEY GENERAL'S OFFICE OR FILE ANNUAL SEPARATE FINANCIAL REPORTS TO THE STATE. THIS NONPROFIT CORPORATION IS ALSO REGISTERED IN CALIFORNIA AND FILES AN ANNUAL STATEMENT OF INFORMATION ALONG WITH A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL OF CALIFORNIA. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CNS (LLC ACCOUNT) | AT COST | $3,890,550 | $3,894,703 |
| CNS & WESTMOUNT/FIDELITY | AT COST | $53,830,891 | $55,492,062 |
| CENTURY PARK INCOME FUND | AT COST | $7,517,542 | $7,644,452 |
| CENTURY PARY OPPORTUNITY FUND | AT COST | $3,793,086 | $4,906,763 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER | $1,734 | $1,734 | $0 | $0 |
| COMPUTER | $1,504 | $1,129 | $375 | $375 |
| COMPUTER | $1,865 | $1,119 | $746 | $746 |
| COMPUTER | $1,192 | $615 | $577 | $577 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $185,600 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $167,040 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $1,800 | $1,800 | $1,800 |
| MASON CITY PROPERTIES | $404,825 | $404,825 | $404,825 |
| MEMORABILIA | $500,000 | $500,000 | $500,000 |
| INTELLECTUAL PROPERTY | $8,016,744 | $7,758,140 | $7,758,140 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,225 | $0 | $1,225 |
| INSURANCE | $17,288 | $0 | $17,288 |
| INFORMATION TECHNOLOGY | $15,875 | $0 | $15,875 |
| DUES | $17,030 | $0 | $17,030 |
| PARKING | $1,916 | $0 | $1,916 |
| OFFICE EXPENSE | $10,481 | $0 | $10,481 |
| AMORTIZATION OF INTELLECTUAL PROPERTY | $258,605 | $258,605 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LICENSING - MUSIC ROYALTIES | $3,704,525 | $3,704,525 | $3,704,525 |
| STATE TAX REFUND | $5,790 | $5,790 | $5,790 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $225,981 | $225,981 | $0 |
| CONSULTING/OUTSIDE SERVICES | $84,410 | $0 | $84,410 |
| HONORARIUMS | $3,750 | $0 | $3,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $150,000 | $0 | $0 |
| FOREIGN | $3,288 | $0 | $0 |
| STATE - CALIFORNIA | $12,890 | $0 | $0 |
| PAYROLL | $29,982 | $0 | $29,982 |
Comments