WEST FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-03-02
- IRS object ID
- 201630629349100108
- Schema version
- 2014v6.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-02T12:50:24-06:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953172334 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSENBERG COHEN & GILBERT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 VENTURA BLVD STE 304 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914035861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954776335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3103988624 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WEST | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3103988624 | PhoneNum |
| Signature | 2016-02-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS L COHEN | PreparerPersonNm |
| PTIN | P00053320 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2016-03-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,806,652 | 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 | $96,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $774 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $774 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $258,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,983 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $186,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,275 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $230 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $229 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $459 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,059 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,364 | CashBOYAmt |
| Cash EOY | $88,415 | CashEOYAmt |
| Cash EOYFMV | $88,415 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $579,705 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $354,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,945 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $856,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,107,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,363,292 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,446,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,550,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,806,652 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,950 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $1,950 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,446,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,548,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,446,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,446,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,550,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,446,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,548,877 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| S/T GAINS | P | $139,583 | $105,993 | $33,590 | $33,590 |
| L/T GAINS | P | $118,708 | $89,344 | $29,364 | $29,364 |
| CASH-IN LIEU LIBERTY GLOBAL | P | $29 | $29 | $29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,983 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,590 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,665,906 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041302 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,709 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,434,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,932 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,180,406 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,280 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,066,930 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037753 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,044 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $863,465 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039427 | DistributionYr5Rt |
| Total Distribution | 0.203566 | TotalDistributionRt |
| Average Distribution | 0.040713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,817,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $900 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,600 | 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 | $900 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $900 | SubtotalAmt |
| Tax Based On Investment Income | $900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,887 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,887 | TotalPaymentsAndCreditsAmt |
| Overpayment | $987 | OverpaymentAmt |
| Applied To ES Tax | $987 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Individual With Books | TODD WEST | IndividualWithBooksNm |
| Phone | 3103988624 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TODD WEST | ||||||||
| 5430 SELMARINE | CULVER CITY | CA | 90230 | SECRETARY | 5.00 | $0 | $0 | $0 |
| DAYNA WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,174,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $671,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,845,538 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,845,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,817,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $900 | TotalTaxAmt |
| Distributable Before Adj | $89,993 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,993 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,993 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $900 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,993 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,700 | UndistributedIncomePYAmt |
| Qualifying Distributions | $83,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,700 | AppliedToYear1Amt |
| Applied To Current Year | $1,900 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $88,093 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS SOCIETY OF TORONTO | |||||||||||||
| 20 EGLINGTON AV W 16 FL | TORONTO | ONTARIO | CA | NONE | 501C3 | ALZHEIMERS RESEARCH | $1,000 | ||||||
| ASHEVILLE HUMANE SOCIETY | |||||||||||||
| NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $2,000 | 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | ||||||
| BAY AREA LYME FOUNDATION | |||||||||||||
| NONE | 501C3 | DIAGNOSIS/TREATMENT OF LYME DISEASE | $1,000 | 884 PORTOLA RD A-7 | PORTOLA VALLEY | CA | 94028 | ||||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||||
| NONE | 501C3 | ADVOCACY, OUTREACH & INVESTMENT CA | $60,000 | 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | ||||||
| CEDARS SINAI COACH FOR KIDS | |||||||||||||
| NONE | 501C3 | MOBILE FACILITIES LOW INCOME KIDS | $600 | 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 90048 | ||||||
| CENTRO CRISTIANO RIOS DE AGUA VIVA | |||||||||||||
| NONE | 501C3 | TRAIN BELIEVERS TO PREACH THE GOSPEL | $1,500 | 8969 STATE ST | SOUTH GATE | CA | 90280 | ||||||
| CONCERN FOUNDATION | |||||||||||||
| NONE | 501C3 | CANCER RESEARCH. | $1,500 | 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | ||||||
| DOWNTOWN WOMEN'S CENTER | |||||||||||||
| NONE | 501C3 | HOUSING/SUPPORT FOR HOMELESS WOMEN | $1,500 | 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | ||||||
| GEORGE WHITE ELEM SCH PTA | |||||||||||||
| NONE | 501C3 | ENHANCE EDUCATION-SCIENCE,ARTS | $500 | 25422 CHAPPAROSA PARK DR | LAGUNA NIGUEL | CA | 92677 | ||||||
| JESSIE REES FOUNDATION | |||||||||||||
| NONE | 501C3 | HELP CHILDREN FIGHT CANCER | $2,500 | P O BOX 80667 | RANCHO STA MARGARITA | CA | 92688 | ||||||
| JOHNSON CANCER CENTER FOUNDATION | |||||||||||||
| NONE | 501C3 | LYMPHOMA RESEARCH | $600 | 8-950 FACTOR BLDG | LOS ANGELES | CA | 900951780 | UCLA | BOX 951780 | ||||
| KQED -PUBLIC RADIO | |||||||||||||
| NONE | 501C3 | SUPPORT PUBLIC BROADCASTING | $150 | 2106 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | ||||||
| LOYOLA HIGH SCHOOL | |||||||||||||
| NONE | 501C3 | O'BRIEN MEM FUND-SCIENCE | $1,500 | 1901 VENICE BLVD | LOS ANGELES | CA | 90006 | ||||||
| LUSTGARTEN FOUNDATION | |||||||||||||
| NONE | 501C3 | PANCREATIC CANCER RESEARCH | $1,000 | 1111 STEWART AVE | BETHPAGE | NY | 11714 | ||||||
| MARINE MAMMAL CENTER | |||||||||||||
| NONE | 501C3 | RESCUE INJURED MARINE MAMMALS | $250 | 2000 BUNKER RD | SAUSALITO | CA | 94965 | FORT CRONKHITE | |||||
| PABLOVE FOUNDATION | |||||||||||||
| NONE | 501C3 | PEDIATRIC CANCER RESEARCH | $500 | 6607 SUNSET BLVD | LOS ANGELES | CA | 90028 | ||||||
| TEMPLE BETH EL | |||||||||||||
| NONE | 501C3 | CLOTHE FOSTER KIDS/VIOLENCE VICTIMS | $1,000 | 2A LIBERTY | ALISA VIEJO | CA | 92656 | ||||||
| TOWER CANCER RESEARCH FOUND | |||||||||||||
| NONE | 501C3 | CANCER RESEARCH | $1,500 | 427 N CANON DRIVE 108 | BEVERLY HILLS | CA | 90210 | ||||||
| WELDON COMMUNITY CENTER | |||||||||||||
| NONE | 501C3 | COMMUNITY INVOLVEMENT/OUTREACH | $5,000 | 1011 1ST ST | WELDON | IA | 50264 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $774 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,518 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,983 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $62,983 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,275 | 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 | M WEST CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $96,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. 800 SH | $40,683 | $46,520 |
| ACACIA RESEARCH 500 SH | $11,055 | $2,955 |
| ACCRUED INCOME | $3,683 | |
| AMAZON.COM INC 100 SH | ||
| BERKSHIRE HATHAWAY HLDG 1 SH | $44,720 | $201,360 |
| BLACKSTONE GROUP 442 SH | $14,551 | $13,804 |
| BRISTOL MYERS SQUIBB 250 SH | $11,658 | $16,753 |
| CANON INC ADR 600 SH | $17,797 | $18,132 |
| CANON ADR 400 SH | $11,731 | $12,088 |
| CATERPILLAR INC. 250 SH | $19,938 | $18,163 |
| CHEVRON CORPORATION 150 SH | $15,427 | $13,698 |
| CEMEX 3,000 SH | $28,920 | $18,900 |
| CORRECTIONS CORP 625 SH | $20,385 | $16,112 |
| CREE INC 334 SH | $15,017 | $9,232 |
| EXELON CORP. 750 SH | $32,905 | $20,482 |
| GENERAL ELECTRIC 5,210 SH | $154,860 | $155,987 |
| GENERAL MOTORS 1,500 SH | $45,365 | $54,300 |
| GLAXOSMITHKLINE PLC 475 SH | $20,045 | $19,242 |
| GS QUAL FLT RATE FUND 11,043.726 SH | $96,850 | $95,639 |
| HARRIS & HARRIS GROUP 5,500 SH | $28,724 | $12,210 |
| IDEARC INC. 50 SH | $1,255 | |
| IMAX CORPORATION 1,000 SH | ||
| KELLY SERVICES INC 2,000 SH | $34,287 | $33,660 |
| KELLY SERVICES 700 SH | $10,824 | $11,781 |
| KINDER MORGAN 1,000 SH | $35,520 | $23,570 |
| LIBERTY BROADBAND CMN CL A 8 SH | $82 | $424 |
| LIBERTY BROADBAND CMN CL C 16 SH | $163 | $845 |
| LIBERTY GLOBAL A 25 SH | $1,828 | $1,060 |
| LIBERTY GLOBAL C 75 SH | $4,066 | $3,075 |
| LIBERTY GLOBAL LILAC CL A 1 SH | $5 | $38 |
| LIBERTY GLOBAL LILAC SERIES C 3 SH | $11 | $118 |
| LIBERTY MEDIA A 33 SH | $1,207 | $1,337 |
| LIBERTY MEDIA COMMON 66 SH | $393 | $2,581 |
| LIBERTY MEDIA INTERACTIVE 125 SH | $3,793 | $3,310 |
| LIBERTY TRIP ADVISORS 12 SH | $320 | $359 |
| LIBERTY VENTURES 29 SH | $999 | $1,247 |
| MALLINCKRODT LTD. 193 SH | $12,016 | $13,107 |
| MATTEL 2,000 SH | $48,554 | $49,720 |
| MSCI SPAIN 25/50 INDEX FND 650 SH | $20,048 | $19,793 |
| MICROSOFT 2,000 SH | $51,545 | $108,700 |
| MONSANTO 200 SH | $21,361 | $19,032 |
| PFIZER INC. 3,300 SH | $73,936 | $108,141 |
| PJT PARTNERS 11 SH | $246 | $258 |
| QUALCOMM INC. 400 SH | $20,412 | $19,516 |
| QUEST DIAGNOSTICS 550 SH | ||
| SCHWEITZER-MAUDUIT INTL 375 SH | $14,959 | $15,682 |
| SOLAZYME INC 1,000 SH | $9,090 | $3,300 |
| SONY 1,000 SH | $9,780 | $25,920 |
| STARZ COMM 33 SH | $132 | $1,164 |
| TARGET CORPORATION 780 SH | ||
| TRANSCANADA CORP. 300 SH | $13,156 | $9,477 |
| TUMI HOLDINGS INC 1,300 SH | ||
| UNIVERSAL CORP. 625 SH. | $25,055 | $35,337 |
| VERIZON 1,900 SH | $53,717 | $86,355 |
| WALGREEN CO 180 SH | $8,076 | $15,125 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $229 | $229 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FTB | $25 |
| FOREIGN TAX WITHHELD | $155 |
| CALIFORNIA SECRETARY OF STATE | $50 |
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