WEST FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-02-06
- IRS object ID
- 201500379349100205
- Schema version
- 2013v4.0
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-06T11:09:43-06:00 | ReturnTs |
| Tax Period End | 2014-11-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 VENTURA BLVD STE 304 | AddressLine1 |
| City | SHERMAN OAKS | City |
| State | CA | State |
| ZIP Code | 914035861 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD WEST | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3103988624 | PhoneNum |
| Signature | 2015-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS L COHEN | PreparerPersonNm |
| PTIN | P00053320 | PTIN |
| Phone | 8187833577 | PhoneNum |
| Preparation | 2015-02-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,750,711 | 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 | $96,005 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $406,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,083 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,998 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $332 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,463 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,268 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,649 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,297 | CashBOYAmt |
| Cash EOY | $10,364 | CashEOYAmt |
| Cash EOYFMV | $10,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $534,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $579,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $579,705 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $804,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $856,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,160,642 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,358,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,446,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,750,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,358,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,446,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,358,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,446,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,358,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,446,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,358,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,446,660 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,446,660 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SHORT TERM GAINS | P | $255,139 | $207,094 | $48,045 | $48,045 | ||
| LONG TERM GAINS | P | $150,950 | $155,937 | -$4,987 | -$4,987 | ||
| FRACT.SHARE - LIBERTY VENTURES | P | $25 | $25 | $25 | 2001-03-01 | 2014-10-20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,083 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $48,070 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,709 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,434,032 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040242 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,932 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,180,406 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044842 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,280 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,066,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,044 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $863,465 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039427 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $642,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059910 | DistributionYr5Rt |
| Total Distribution | 0.222174 | TotalDistributionRt |
| Average Distribution | 0.044435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,665,906 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $656 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,805 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,313 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,313 | SubtotalAmt |
| Tax Based On Investment Income | $1,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,887 | OverpaymentAmt |
| Applied To ES Tax | $1,887 | 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $1,087,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $603,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,691,275 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,691,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,665,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,313 | TotalTaxAmt |
| Distributable Before Adj | $81,982 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,982 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,982 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,805 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,805 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $68,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,982 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,523 | UndistributedIncomePYAmt |
| Qualifying Distributions | $68,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,523 | AppliedToYear1Amt |
| Applied To Current Year | $282 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $81,700 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDS LIFECYCLE | |||||||
| DEPT 34705 PO BOX 39000 | SAN FRANCISCO | CA | 94139 | NONE | 501C3 | AIDS RESEARCH | $300 |
| ASHEVILLE HUMANE SOCIETY | |||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $1,500 |
| BIKE MS COASTAL CHALLENGE | |||||||
| 5150 W GOLDLEAF CR400 | LOS ANGELES | CA | 90056 | NONE | 501C3 | ASSIST MS RESEARCH | $500 |
| CEDARS SINAI COACH FOR KIDS | |||||||
| 8700 BEVERLY BLVD 2416 | LOS ANGELES | CA | 90048 | NONE | 501C3 | MOBILE FACILITIES LOW INCOME KIDS | $600 |
| CENTER FOR THE PARTIALLY SIGHTED | |||||||
| 12301 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90025 | NONE | 501C3 | AID FOR THOSE W/ POOR VISION | $1,000 |
| CONCERN FOUNDATION | |||||||
| 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CANCER RESEARCH. | $1,500 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U ST 100 | WASHINGTON | DC | 20009 | NONE | 501C3 | RESEARCH TO PROTECT HEALTH & ENVIRON | $150 |
| GEORGE WHITE ELEM SCH | |||||||
| 25422 CHAPPAROSA PARK DR | LAGUNA NIGUEL | CA | 92677 | NONE | 501C3 | ENHANCE EDUCATION-SCIENCE,ARTS | $500 |
| GOBBLE GOBBLE GIVE | |||||||
| 6722 FERNHILL DR | MALIBU | CA | 90265 | NONE | 501C3 | THANKSGIVING DINNER FOR HOMELESS | $1,000 |
| JEWISH COMMUNITY FOUND | |||||||
| 6505 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90048 | NONE | 501C3 | COMMUNITY AID | $31,000 |
| KQED -PUBLIC RADIO | |||||||
| PO BOX 7618 | SAN FRANCISCO | CA | 94120 | NONE | 501C3 | SUPPORT PUBLIC BROADCASTING | $360 |
| LA COUNTY FIRE MUSEUM-WOYJECK FND | |||||||
| 9834 FLORA VISTA ST | BELLFLOWER | CA | 90706 | NONE | 501C3 | FIRE SERVICE EDUC.-LOW INCOME KIDS | $4,000 |
| MARIN AGRICULTURAL LAND TRUST | |||||||
| 145 A ST | POINT REYES STATION | CA | 94956 | NONE | 501C3 | PRESERVE MARIN LAND FOR FARM USE | $1,000 |
| MARIN DAY SCHOOLS | |||||||
| 100 MEADOW CREEK DR 225 | CORTE MADERA | CA | 94925 | NONE | 501C3 | EARLY CHILDHOOD EDUCATION | $1,500 |
| NCL MONARCH | |||||||
| 950 SOUTH COAST DR 246 | COSTA MESA | CA | 92626 | NONE | 501C3 | FOSTER MOTHER-DAUGHTER RELATIONSHIPS | $750 |
| POMONA COLLEGE ANNUAL FUND | |||||||
| 333 N COLLEGE WAY | CLAREMONT | CA | 91711 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS ETC | $500 |
| ROOTS OF PEACE | |||||||
| 990 A ST 402 | SAN RAFAEL | CA | 94901 | NONE | 501C3 | PLANT FOOD IN POST-CONFLICT ZONES | $145 |
| SAINT MARKS SCHOOL | |||||||
| 39 TRELLIS DR | SAN RAFAEL | CA | 94903 | NONE | 501C3 | EDUCATION | $3,000 |
| SOUTHWESTERN UNIVERSITY - BLOOM FND | |||||||
| 3050 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501C3 | STUDENT AID FOR PUBLIC SERVICE EDU | $3,000 |
| STOP CANCER | |||||||
| 2566 OVERLAND AVE 790 | LOS ANGELES | CA | 90064 | NONE | 501C3 | CANCER RESEARCH | $3,000 |
| TOWER CANCER RESEARCH FOUND | |||||||
| 427 N CANON DRIVE 108 | BEVERLY HILLS | CA | 90210 | NONE | 501C3 | CANCER RESEARCH | $1,500 |
| UCLA UNICAMP | |||||||
| 900 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | 501C3 | SEND LOW INCOME KIDS TO SUMMER CAMP | $5,000 |
| VENICE LUTHERAN PTSL | |||||||
| 815 VENICE BLVD | VENICE | CA | 90292 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $3,000 |
| WELDON COMMUNITY CENTER | |||||||
| 1011 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | COMMUNITY INVOLVEMENT/OUTREACH | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,805 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,559 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,083 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,998 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,998 | 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 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $96,005 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,947 SH GS HIGH QUALITY FLOAT | NoncashPropertyDesc |
| Fair Market Value | $96,005 | FairMarketValueAmt |
| Received | 2013-12-02 | ReceivedDt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| HOWARD WEST |
| TODD WEST |
| DAYNA WEST |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10.997.67 GS QUAL FLT RATE FUND | $96,449 | $96,010 |
| 100 AMAZON.COM INC | $29,678 | $33,864 |
| 125 SH. LIBERTY MEDIA INTERACTIVE | $3,793 | $3,644 |
| 1 SH. BERKSHIRE HATHAWAY HLDG | $44,720 | $223,065 |
| 250 BRISTOL MYERS SQUIBB | $11,658 | $14,763 |
| 334 CREE INC | $15,017 | $12,137 |
| 5,210 SH. GENERAL ELECTRIC | $154,860 | $138,013 |
| 2,000 KELLY SERVICES INC | $34,287 | $30,880 |
| 8 LIBERTY BROADBAND CMN CL A | $82 | $439 |
| 16 LIBERTY BROADBAND CMN CL C | $163 | $870 |
| 25 SH. LIBERTY GLOBAL A | $1,834 | $1,300 |
| 75 SH. LIBERTY GLOBAL C | $4,077 | $3,744 |
| 12 LIBERTY TRIP ADVISORS | $320 | $314 |
| 3,300 SH. PFIZER INC. | $73,936 | $102,795 |
| 550 QUEST DIAGNOSTICS | $29,375 | $35,921 |
| 1,000 SOLAZYME INC | $9,090 | $2,300 |
| 1,900 SH VERIZON | $53,717 | $96,121 |
| 50 SH. IDEARC INC. | $1,255 | |
| 33 SH. LIBERTY MEDIA A | $1,207 | $1,213 |
| 66LIBERTY MEDIA COMMON | $393 | $2,411 |
| 33 SH STARZ COMM | $132 | $1,089 |
| 780 TARGET CORPORATION | $47,272 | $57,720 |
| 5,500 SH. HARRIS & HARRIS GROUP | $28,724 | $16,005 |
| 500 SH. YAHOO | ||
| 2,000 SH. NII HOLDINGS | ||
| 2,000 SH MICROSOFT | $51,545 | $95,620 |
| 750 SH. EXELON CORP. | $32,905 | $27,128 |
| 1,300 TEVA PHARMACEUTICALS | ||
| 200 TEVA PHARMACEUTICALS | ||
| 500 CATERPILLAR | ||
| 1,000 SONY | $9,780 | $21,990 |
| 29 LIBERTY VENTURES | $999 | $1,062 |
| 500 ACACIA RESEARCH | $11,055 | $9,510 |
| 700 YUM BRANDS | ||
| 817 PALO ALTO NETWORKS | ||
| 180 WALGREEN CO | $8,076 | $12,350 |
| 600 BROADCOM CORP. | ||
| 2,400 IRIDIUM COMMUNICATIONS | ||
| 300 CORRECTIONS CORP | $9,846 | $10,875 |
| 325 CORRECTIONS CORP | $10,539 | $11,781 |
| 300 TRANSCANADA CORP. | $13,156 | $14,448 |
| 500 TUMI HOLDINGS INC. | ||
| 1,300 TUMI HOLDINGS INC | $23,864 | $28,457 |
| 100 CITRIX SYSTEMS | ||
| 150 EDWARDS LIFESCIENCES | ||
| 600 CANON INC ADR | $17,797 | $19,146 |
| 1,000 IMAX CORPORATION | $24,990 | $31,380 |
| ACCRUED INCOME | $2,277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES & FEES | $17 | $17 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FTB | $10 | |
| FOREIGN TAX WITHHELD | $332 | $332 |
| IRS | $5,029 | |
| CALIFORNIA SECRETARY OF STATE | $75 |
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