GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GALE FAMILY FOUNDATION INC (EIN 95-4774225)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-28
- IRS object ID
- 201622109349100117
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-28T17:34:29-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 Wilshire Blvd Suite 1100 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 954774225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gale Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104770450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 24950 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tina J Gale | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3104770450 | PhoneNum |
| Signature | 2016-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Curtis Abramson | PreparerPersonNm |
| PTIN | P00243720 | PTIN |
| Phone | 3104770450 | PhoneNum |
| Preparation | 2016-07-08 | PreparationDt |
| 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 | $754,052 | 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 |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,636 | 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 |
| Other Prof Fees Rev And Expnss | $4,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,088 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,925 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $260 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $210 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,623 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,935 | CashBOYAmt |
| Cash EOY | $668 | CashEOYAmt |
| Cash EOYFMV | $668 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,683 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,683 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $501,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,274 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $308,274 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $277,007 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $415,427 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $415,427 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $810,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $754,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $754,052 | 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 | $810,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $754,052 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $810,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $754,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $810,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $754,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $810,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $774,315 | SubtotalAmt |
| Other Decreases | $20,263 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $754,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $145,437 | $159,631 | -$14,194 | -$14,194 |
| Capital Gains Dividends | P | $3,388 | $3,388 | $3,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,806 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,755 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $822,952 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,134 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $819,660 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,280 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $807,953 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,254 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $808,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046060 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,282 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $789,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045971 | DistributionYr5Rt |
| Total Distribution | 0.239152 | TotalDistributionRt |
| Average Distribution | 0.047830 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $786,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,610 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $173 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,783 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,820 | 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 | $173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,427 | OverpaymentAmt |
| Applied To ES Tax | $1,427 | 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 | 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 | Moss Adams LLP | IndividualWithBooksNm |
| Phone | 3104770450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 24950 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TINA J GALE | ||||||||
| PO Box 24950 | LOS ANGELES | CA | 90024 | President/Director | 1.00 | $0 | $0 | $0 |
| M ROBERT GALE | ||||||||
| PO Box 24950 | LOS ANGELES | CA | 90024 | SECRETARY/Director/CFO | 1.00 | $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 | $768,376 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $798,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $798,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $786,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $173 | TotalTaxAmt |
| Distributable Before Adj | $39,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $173 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,647 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,608 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,608 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $212 | 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 | $38,932 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TINA J GALE | ContributingManagerNm |
| Contributing Manager | M ROBERT GALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA'S VETDOGS - VETERAN'S K9 CORPS | |||||||
| 371 E Main Street | Smithtown | NY | 11787 | None | PC | To train and provide specialized assistance dogs free of charge to disabled veterans and active serv | $2,500 |
| ASPCA | |||||||
| 424 E 92nd St | New York | NY | 10128 | None | PC | To provide effective means for the prevention of cruelty to animals throughout the United States | $5,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 2121 West Temple | Los Angeles | CA | 90026 | None | PC | To help children in Los Angeles most challenged communities heal from the trauma of family and comm | $2,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 111 Rockville Pike Suite 420 | Rockville | MD | 20850 | None | PC | To provide a network of comfort homes where military and veterans families can stay at no cost whil | $5,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||||
| 371 E Jericho Turnpike | Smithtown | NY | 11787 | None | PC | To provide guide dogs free of charge to the blind | $2,000 |
| HEARST CASTLE PRESERVATION FOUNDATION | |||||||
| PO Box 192955 | San Francisco | CA | 94119 | None | PC | To pursue the conservation and promotion of Hearst Castle | $500 |
| SPARK | |||||||
| 13520 Ventura Blvd | Sherman Oaks | CA | 91423 | None | PC | To enhance the quality of life for cancer patients, their families and friends | $1,000 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| PO Box 4777 | New York | NY | 10163 | None | PC | To pursue the discovery and development of a cure for Parkinson's disease | $1,000 |
| THE OJAI FOUNDATION | |||||||
| 9739 Ojai Santa Paula Road | Ojai | CA | 93023 | None | PC | To foster practices that awaken connection with self, others, and the natural world. | $500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| University Park | Los Angeles | CA | 90007 | None | PC | To foster a vibrant culture of public service and encourage students to cross academic as well as ge | $2,500 |
| VETS HELPING HEROES INC | |||||||
| PO Box 540723 | Greenacres | FL | 33454 | None | PC | To provide assistance dogs to wounded vets | $4,000 |
| ZABS PLACE | |||||||
| 6619 Sardis Road | Charlotte | NC | 28270 | None | PC | To train and employ young adults with autism and other special needs | $1,000 |
| JEWISH FAMILY SERVICE | |||||||
| 8838 W Pico Blvd | Los Angeles | CA | 90035 | None | PC | To strengthen and preserve individual, family and community life by providing a wide range of needed | $2,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 Belfort Road NO 300 | Jacksonville | FL | 32256 | None | PC | To honor and empower wounded warriors | $4,610 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 26 Broadway 14th Floor | New York | NY | 10004 | None | PC | To find a cure for juvenile diabetes | $3,000 |
| THE AMANDA FOUNDATION | |||||||
| 351 N Foothill road | Beverly Hills | CA | 90210 | None | PC | To rescue abused, abandoned, and unwanted animals and adopt them to living families giving them perm | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,610 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,830 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Beacon Sim High Yld Opps Y Cl | $38,083 | $38,083 |
| Metropolitan West Total Return Class I | $377,344 | $377,344 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,036 Shares AQR Diversified Arbitrage Class I | $0 | $0 |
| 4,337 Shares American Beacon Sim High Yld | $0 | $0 |
| 3,467 Shares Baron Emerging Markets Fund Instl | $36,717 | $36,717 |
| 2,031 Shares DFA Global Real Estate Sec Portfolio | $20,856 | $20,856 |
| 7,810 Shares DFA International Core Equity | $88,952 | $88,952 |
| 5,892 Shares DFA US Core Equity I | $101,161 | $101,161 |
| 11,173 Shares Goldman Sachs Strg Income Fund Instl | $0 | $0 |
| 1,176 Shares Ivy Energy I | $0 | $0 |
| 2,632 Shares John Hancock GL Abso Return Strats CL I | $27,376 | $27,376 |
| 1,396 Shares Lazard Global Listed Infrastructe Instl | $18,739 | $18,739 |
| 1,271 Shares William Blair Macro Allocation Fund CL I | $14,473 | $14,473 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $20,263 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,088 | Amt |
| Net Investment Income | $4,088 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Franchise Tax | $10 | $0 | $10 |
| Foreign Taxes | $260 | $260 | $0 |
| Registration Filing Fee | $200 | $0 | $200 |
| Excise Tax | $2,455 | $0 | $0 |
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