FRAN & RAY STARK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FRAN & RAY STARK FOUNDATION (EIN 95-3767859)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-05
- IRS object ID
- 201501579349100200
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-05T22:07:52-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954476507 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16633 VENTURA BLVD 6TH FLOOR | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914361835 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953767859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRAN & RAY STARK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREY MANAGEMENT INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 3102371700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 S BUNDY DRIVE NO 420 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE GREY | PersonNm |
| Person Title | AGENT | PersonTitleTxt |
| Phone | 3102371700 | PhoneNum |
| Signature | 2015-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DREW GREY | PreparerPersonNm |
| PTIN | P00180795 | PTIN |
| Phone | 8189950090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,461,711 | 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 | $510,372 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,425,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,425,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $511,697 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,031 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $285,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $285,438 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,257,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,747,061 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,003 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,501 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,502 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,851 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,426 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $181,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,514 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,513 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,685 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,675 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,300 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,300 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,382 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $501,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $256,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $221,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,402,863 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,402,863 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,904,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $256,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,624,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$647,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,490,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,304 | CashBOYAmt |
| Cash EOY | $152,295 | CashEOYAmt |
| Cash EOYFMV | $152,295 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,716,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,919,881 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,919,881 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,076,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,139,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,247,481 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,220,635 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,687,482 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,408,895 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,014,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,025,105 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,669,226 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,462,598 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,063,933 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,063,933 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,645,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,988,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,461,711 | 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 | $41,645,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,988,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,645,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,988,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,645,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,988,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,645,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$647,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,998,475 | SubtotalAmt |
| Other Decreases | $10,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,988,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25,000 SHRS EQUITY COMWLTH SR NTPFD | 2010-01-29 | 2014-11-17 | $500,000 | $475,666 | $24,334 | $24,334 | |
| CAPITAL GAINS DIVIDENDS | $11,697 | $11,697 | $11,697 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,031 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,791,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $47,857,139 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058338 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,799,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,830,385 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,908,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,306,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062812 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,254 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,879,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000426 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,999,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,380,856 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072493 | DistributionYr5Rt |
| Total Distribution | 0.255147 | TotalDistributionRt |
| Average Distribution | 0.051029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,986,256 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,550,749 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,908 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,565,657 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,624,485 | 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 | $14,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,883 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $33,883 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,975 | OverpaymentAmt |
| Applied To ES Tax | $18,975 | 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 | GREY MANAGEMENT INC | IndividualWithBooksNm |
| Phone | 3102371700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1990 S BUNDY DR 420 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY STARK MORRISSEY | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 5.00 | $55,000 | $0 | $0 |
| ANITA ROSENSTEIN | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| FRANKLIN WALLIS | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BONNIE GREY | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 5.00 | $40,000 | $0 | $0 |
| DAVID GEFFEN | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HERBERT ALLEN | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALLISON GORSUCH | ||||||||
| C/O 1990 S BUNDY 420 | LA | CA | 90025 | DIRECTOR | 5.00 | $40,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $36,696,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,961,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,089,035 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,747,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,747,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $761,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,986,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,499,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,499,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,908 | TotalTaxAmt |
| Distributable Before Adj | $2,484,405 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,484,405 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,484,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,624,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,624,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,908 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,609,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,484,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $979,988 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $633,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $542,795 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $445,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,601,686 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,624,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,484,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,080 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,741,766 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $979,988 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,761,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $633,708 | ExcessFromYear3Amt |
| Excess From Year2 | $542,795 | ExcessFromYear2Amt |
| Excess From Year1 | $445,195 | ExcessFromYear1Amt |
| Excess From Current Year | $140,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUND FOR THE TATE GALLERY FOUNDATION | |||||||
| 520 WEST 27TH STREET UNIT 404 | NEW YORK | NY | 100015548 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $15,000 |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $5,000 |
| CEDARS-SINAI WOMEN'S GUILD | |||||||
| 8700 BEVERLY BOULEVARD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | OTHER PUBLIC CHARITY | HEALTH CARE SERVICES AND EDUCATION FOR WOMEN AND TEENS | $10,000 |
| CENTER THEATRE GROUP | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $10,000 |
| CHILDREN'S DIABETES FOUNDATION | |||||||
| 4380 S SYRACUSE STREET SUITE 430 | DENVER | CO | 80237 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $5,000 |
| CHILDREN'S INSTITUTE INC | |||||||
| 2117 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | OTHER PUBLIC CHARITY | TREATMENT AND PREVENTION OF CHILD ABUSE AND NEGLECT | $15,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $15,000 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $50,000 |
| FOUNDATION FOR ART & PRESERVATION IN EMBASSIES | |||||||
| 1725 ST NW 300 | WASHINGTON | DC | 20006 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $10,000 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $30,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVENUE | STUDIO CITY | CA | 91604 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $5,000 |
| HEARST CASTLE PRESERVATION FOUNDATION | |||||||
| 750 HEARST CASTLE ROAD | SAN SIMEON | CA | 93452 | NONE | OTHER PUBLIC CHARITY | PROGRAMS FOR HISTORIC PRESERVATION | $3,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PROGRAMS AND RESOURCES FOR FORMERLY GANG INVOLVED AND RECENTLY INCARCERATED MEN AND WOMEN | $110,000 |
| HOUSE CLINIC FOUNDATION | |||||||
| 2100 WEST THIRD STREET 111 | LOS ANGELES | CA | 90057 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $15,000 |
| INSITU FOUNDATION | |||||||
| PO BOX 819 | MALIBU | CA | 90265 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $5,000 |
| KECK SCHOOL OF MEDICINE | |||||||
| 1975 ZONAL AVENUE KAM 500 | LOS ANGELES | CA | 90089 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $100,000 |
| LA CONSERVANCY | |||||||
| 523 WEST 6TH STREET | LOS ANGELES | CA | 90014 | NONE | OTHER PUBLIC CHARITY | PROGRAMS FOR HISTORIC PRESERVATION | $5,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $483,333 |
| LOS ANGELES POLICE DEPT FOUNDATION | |||||||
| 515 S FLOWER STREET 1680 | LOS ANGELES | CA | 90071 | NONE | OTHER PUBLIC CHARITY | LAPD AND PUBLIC SAFETY | $5,000 |
| MARLBOROUGH SCHOOL | |||||||
| 250 SOUTH ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $10,000 |
| MOTION PICTURE AND TELEVISION FUND | |||||||
| 23388 MULHOLLAND DRIVE | WOODLAND HILLS | CA | 91364 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $154,780 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 250 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $20,000 |
| OSTROW SCHOOL OF DENTISTRY | |||||||
| 925 W 34TH STREET | LOS ANGELES | CA | 90089 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $50,000 |
| PLANNED PARENTHOOD | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | OTHER PUBLIC CHARITY | HEALTH CARE SERVICES AND EDUCATION FOR WOMEN AND TEENS | $50,000 |
| SABAN COMMUNITY CLINIC | |||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | OTHER PUBLIC CHARITY | HEALTH CARE SERVICES AND EDUCATION FOR WOMEN AND TEENS | $50,000 |
| THE ANTHONY QUINN FOUNDATION | |||||||
| PO BOX 539 | BRISTOL | RI | 02809 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $5,000 |
| THE CHIPS | |||||||
| 149 S BARRINGTON AVENUE SUITE 301 | LOS ANGELES | CA | 90049 | NONE | OTHER PUBLIC CHARITY | TREATMENT AND PREVENTION OF CHILD ABUSE AND NEGLECT | $750 |
| THE COLLEAGUES | |||||||
| 3312 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | OTHER PUBLIC CHARITY | TREATMENT AND PREVENTION OF CHILD ABUSE AND NEGLECT | $15,000 |
| THE FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 900485114 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $10,000 |
| THE JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $10,000 |
| THE KENNEDY CENTER | |||||||
| 2700 F STREET NW | WASHINGTON | DC | 20566 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $15,000 |
| THE MUSIC CENTER | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $10,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | OTHER PUBLIC CHARITY | HEALTH CARE SERVICES AND EDUCATION FOR WOMEN AND TEENS | $1,000 |
| THE RONALD REAGAN PRESIDENTIAL FOUNDATION | |||||||
| 40 PRESIDENTIAL DRIVE | SIMI VALLEY | CA | 93065 | NONE | OTHER PUBLIC CHARITY | PROGRAMS FOR HISTORIC PRESERVATION | $5,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD 900 | LOS ANGELES | CA | 90024 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $225,000 |
| THE UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 900 W 34TH STREET | LOS ANGELES | CA | 90089 | NONE | OTHER PUBLIC CHARITY | EDUCATIONAL INSTITUTIONS AND PROGRAMS | $850,000 |
| UCLA SCHOOL OF THEATRE | |||||||
| 225 CHARLES E YOUNG DRIVE | LOS ANGELES | CA | 90095 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF THEATRICAL AND PERFORMING ARTS IN THE COMMUNITY | $10,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 945 MADISON AVENUE AT 75TH STREET | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | PRESERVATION AND PROMOTION OF ART IN THE COMMUNITY | $10,000 |
| YO SAN UNIVERSITY OF TRADITIONAL CHINESE MEDICINE | |||||||
| 13315 W WASHINGTON BLVD | LOS ANGELES | CA | 90066 | NONE | OTHER PUBLIC CHARITY | MEDICAL PROGRAMS, RESEARCH, EDUCATION AND DISEASE PREVENTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,402,863 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,425,592 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,438 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,747,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,747,061 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALLISON GORSUCH CLUT 1 | ||||||
| 1 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $344,926 | Yes (X) |
| ALLISON GORSUCH CLUT 2 | ||||||
| 2 | 1990 SOUTH BUNDY DRIVE 420 | LOS ANGELES | CA | 90025 | $165,446 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $36,851 | Amt |
| Net Investment Income | $18,426 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,687,482 | EOYBookValueAmt |
| EOYFMV | $9,408,895 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $20,139,779 | EOYBookValueAmt |
| EOYFMV | $29,247,481 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EL CAMINO EUROPE FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,025,105 | BookValueAmt |
| EOYFMV | $2,669,226 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL EXPENSE | CategoryTxt |
| Legal Fees | $21,003 | LegalFeesAmt |
| Net Investment Income | $10,501 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,502 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT ASSETS | Desc |
| BOY Book Value | $1,462,598 | BOYBookValueAmt |
| EOY Book Value | $1,063,933 | EOYBookValueAmt |
| EOYFMV | $1,063,933 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $10,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUTO EXPENSE | $600 | $300 | $300 |
| FEES | $150 | $75 | $75 |
| INSURANCE | $30,048 | $15,024 | $15,024 |
| MESSENGER SERVICE | $236 | $118 | $118 |
| OFFICE SUPPLIES AND EXPENSE | $2,292 | $1,146 | $1,146 |
| OUTSIDE HELP | $30,000 | $15,000 | $15,000 |
| POSTAGE AND SHIPPING | $401 | $200 | $201 |
| STORAGE | $971 | $485 | $486 |
| UTILITIES AND TELEPHONE | $65 | $33 | $32 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EL CAMINO EUROPE FUND, LTD. | -$90,201 | -$90,201 | -$90,201 |
| GROVE PARK VILLAS, LTD | -$14,609 | -$14,609 | -$14,609 |
| GROVE PARK VILLAS, LTD | -$217,475 | -$217,475 | -$217,475 |
| PEPPERTREE VILLAGE OF AVON PARK, LTD | -$16,706 | -$16,706 | -$16,706 |
| ROYALTY INCOME | $623,247 | $623,247 | $623,247 |
| THE ELVIS COMPANY | -$133 | -$133 | -$133 |
| THE VILLAIN COMPANY | -$2,506 | -$2,506 | -$2,506 |
| MISCELLANEOUS INVESTMENT INCOME | $3,821 | $3,821 | $3,821 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING EXPENSES | CategoryTxt |
| Amt | $181,027 | Amt |
| Net Investment Income | $90,514 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $90,513 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $34,675 | $34,675 | $0 |
| FEDERAL TAXES | $24,000 | $0 | $0 |
| FRANCHISE TAXES | $10 | $0 | $0 |
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