THE CAROL MOSS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE CAROL MOSS FOUNDATION (EIN 95-4076344)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-19
- IRS object ID
- 201610799349100601
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-19T11:02:46-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Levy & Hartzheim CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 N Camden Dr Ste 730 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954076344 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL MOSS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3104723081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL MOSS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Craig A Hartzheim | PreparerPersonNm |
| PTIN | P01386531 | PTIN |
| Phone | 3106702745 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,651,967 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $325,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,406 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,406 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,406 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,687 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $28,687 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $203,809 | GrossSalesPriceAmt |
| Total Rev And Expnss | $381,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,093 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,093 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,175 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $922 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $922 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,763 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $212,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,093 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,006,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,790,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,801,145 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $317,550 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $501,948 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $525,382 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $348,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $348,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $730,307 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $358,712 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $503,526 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $495,133 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,031,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,243,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,651,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,031,434 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,243,580 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,031,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,243,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,031,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,243,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,031,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $212,146 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,243,580 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,243,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM C. SCHWAB #8665 | P | 2015-01-01 | 2015-12-31 | $8,043 | $8,037 | $6 | $6 |
| LONG TERM C. SCHWAB #8665 | P | 2014-01-01 | 2015-12-31 | $88,590 | $88,051 | $539 | $539 |
| SHORT TERM C. SCHWAB #1187 | P | 2015-01-01 | 2015-12-31 | $43,024 | $43,206 | -$182 | -$182 |
| LONG TERM C. SCHWAB #8665 | P | 2014-01-01 | 2015-12-31 | $64,152 | $63,899 | $253 | $253 |
| PRIOR YEAR UNREALIZED ON DISPOSALS ADJ | P | 2015-01-01 | 2014-12-31 | $12,483 | -$12,483 | -$12,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,867 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,659 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,232,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04331 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,926,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,549 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,567,771 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,579 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,293,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07480 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $93,389 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,101,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04443 | DistributionYr5Rt |
| Total Distribution | 0.225170 | TotalDistributionRt |
| Average Distribution | 0.045034 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,489,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,155 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $602 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $602 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $602 | SubtotalAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $602 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL MOSS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104723081 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL MOSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,590,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,902,570 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $50,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,542,844 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,542,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,489,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $602 | TotalTaxAmt |
| Distributable Before Adj | $173,883 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,883 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,883 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $158,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $602 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,198 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,883 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $152,343 | UndistributedIncomePYAmt |
| Qualifying Distributions | $158,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $152,343 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,457 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $167,426 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL MOSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | PROGRAM SUPPORT | $1,500 |
| THE JEWISH FEDERATION OF GREATER LA | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | PROGRAM SUPPORT | $7,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD 500 | LONG BEACH | CA | 90802 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| GUIDE DOGS OF THE DESERT | |||||||
| P O BOX 1686 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC | PROGRAM SUPPORT | $22,500 |
| JVS SCHOLARSHIP PROGRAM | |||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD 32256 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | PROGRAM SUPPORT | $22,500 |
| UCLA - DEPARTMENT OF NEUROLOGY | |||||||
| 710 WESTWOOED PLAZA | LOS ANGELES | CA | 90095 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| OPERATION GRATITUDE | |||||||
| 16444 REFUGIO RD | ENCINO | CA | 91436 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 6033 W CENTURY BLVD 300 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| AMERICAN SOCIETY PREV CRUELTY TO ANIMALS | |||||||
| 6033 W CENTURY BLVD 300 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | PROGRAM SUPPORT | $1,500 |
| LA TIMES FAMILY FUND | |||||||
| 202 W FIRST STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| 5757 W Century Blvd | LOS ANGELES | CA | 90045 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| SMILE TRAIN PREMIER CIRCLE | |||||||
| 41 MADISON AVENUE 28TH FLR | NEW YORK | NY | 10010 | NONE | POF | PROGRAM SUPPORT | $1,500 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC | PROGRAM SUPPORT | $7,500 |
| ST ANNES | |||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS RD | SAN RAFEAL | CA | 94915 | NONE | PUBLIC | PROGRAM SUPPORT | $22,500 |
| THE MIA FOUNDATION | |||||||
| 3177 Latta Road 188 | ROCHESTER | NY | 14612 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 3333 Wilshire Blvd 900 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 |
| MISCELLANEOUS | |||||||
| 175 HOMEWOOD RD | LOS ANGELES | CA | 90049 | PUBLIC | PROGRAM SUPPORT | $4,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,406 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,687 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$11,867 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,093 | ExclusionAmt |
| Related Or Exempt Function Incm | -$11,867 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,226 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CAROL MOSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD RD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $325,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting and bookkeeping | CategoryTxt |
| Amt | $6,595 | Amt |
| Net Investment Income | $4,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $40 | $40 |
| INVESTMENT ADVISORY FEES | $2,723 | $2,723 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ROE | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | FRIEND | InsiderRelationshipTxt |
| Loan Original | $100,000 | LoanOriginalAmt |
| Balance Due | $100,000 | BalanceDueAmt |
| Note | 2015-07 | NoteDt |
| Loan Maturity | 2020-07 | LoanMaturityDt |
| Repayment Terms | BALLOON | RepaymentTermsTxt |
| Interest | 5.0000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | BUSINESS WORKING CAPITAL | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $922 | Amt |
| Net Investment Income | $922 | NetInvestmentIncomeAmt |
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