CAROL AND KENT H LANDSBERG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAROL AND KENT H LANDSBERG FOUNDATION (EIN 33-0353391)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201512269349101051
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T13:42:54-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD NINTH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | 330353391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL AND KENT H LANDSBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3104784148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 OCEAN AVE 303 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL P LANDSBERG | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2015-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Alin Wall | PreparerPersonNm |
| PTIN | P00365782 | PTIN |
| Phone | 3104784148 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $1,631,558 | 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 |
| Dividends Rev And Expnss | $31,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,739,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,054 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$43 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$43 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,017 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,572 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $47 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $47 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,037 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $29,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,136 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,136 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,728 | CashBOYAmt |
| Cash EOY | $10,694 | CashEOYAmt |
| Cash EOYFMV | $10,694 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $435,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $282,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $282,757 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $805,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $867,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $981,169 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,147 | CorporateBondsBOYAmt |
| Other Investments BOY | $266,649 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,657 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $216,834 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,898 | OtherAssetsBOYAmt |
| Other Assets EOY | $140,104 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $140,104 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,534,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,518,050 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,631,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,534,404 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,518,050 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,534,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,518,050 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,534,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,518,050 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,534,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,317 | OtherIncreasesAmt |
| Subtotal | $1,518,050 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,518,050 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2014-01-01 | 2014-12-31 | $16,451 | $16,451 | $16,451 | |
| SEE ATTACHED VARIOUS MARKETABLE SEC - SHORT TERM | P | 2014-01-01 | 2014-12-31 | $2,245,988 | $38,702 | $38,702 | $2,207,286 |
| SEE ATTACHED VARIOUS MARKETABLE SEC - LONG TERM | P | 2013-01-01 | 2014-12-31 | $64,955 | $311 | $311 | $64,644 |
| SEE ATTACHED VARIOUS MARKETABLE SEC - SHORT TERM | P | 2014-01-01 | 2014-12-31 | $184,472 | -$5,872 | -$5,872 | $190,344 |
| SEE ATTACHED VARIOUS MARKETABLE SEC - LONG TERM | P | 2013-01-01 | 2014-12-31 | $197,659 | $17,930 | $17,930 | $179,729 |
| 1616.828 SALIENT MLP & ENERGY | P | $21,823 | -$3,177 | -$3,177 | $25,000 | ||
| MAPLETON | P | 2013-01-01 | 2013-12-31 | $7,709 | $7,709 | $7,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,553,727 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05517 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,323 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,540,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,674,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,449 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,612,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05360 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,091 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,569,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05613 | DistributionYr5Rt |
| Total Distribution | 0.30099 | TotalDistributionRt |
| Average Distribution | 0.06020 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,676,354 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $100,913 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $854 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,767 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,136 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,707 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,707 | SubtotalAmt |
| Tax Based On Investment Income | $1,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,253 | OverpaymentAmt |
| Applied To ES Tax | $1,253 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL LANDSBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104784148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 OCEAN AVE 303 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROL P LANDSBERG | ||||||
| 701 OCEAN AVE 303 | SANTA MONICA | CA | 90402 | CEO | 0.00 | $0 |
| SUSAN OLMSTEAD ZIELINSKI | ||||||
| 183 F BALDWIN ST | JENISON | MI | 49428 | Secretary | 0.00 | $0 |
| ALIN H WALL | ||||||
| 11766 WILSHIRE BL STE 900 | LOS ANGELES | CA | 90025 | Treasurer | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,170,795 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $240,104 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,701,882 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,701,882 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,676,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,818 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,818 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,707 | TotalTaxAmt |
| Distributable Before Adj | $82,111 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,111 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,111 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,136 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,136 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $92,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,111 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $3,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,967 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,136 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,025 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,799 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $24,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,807 | ExcessFromYear2Amt |
| Excess From Year1 | $10,967 | ExcessFromYear1Amt |
| Excess From Current Year | $10,025 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL P LANDSBERG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL LANDSBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 OCEAN AVE 303 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104784148 | RecipientPhoneNum |
| Form And Info And Materials | UPON REQUEST, THE GRANT APPLICANT WILL BE MAILED A GRANT PROPOSAL APPLICATION WHICH WILL STATE THE FORM IN WHICH THE APPLICATION SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 28 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SUPPORTS SPECIFIC PROJECTS OF PUBLIC BENEFIT INVOLVED IN SPECIAL EDUCATION - SPECIFICALLY HEARING IMPAIRED CHILDREN, ANIMAL WELFARE AND EDUCATION ISSUES, ENVIRONMENTAL EDUCATION AND ISSUES, HUMAN GROWTH AND DEVELOPMENT AND PRENATAL AND PERINATAL PSYCHOLOGY AND EDUCATION. IT DOES NOT SUPPORT CAPITAL CAMPAIGNS, PAYMENT OF LEGAL FEES, REDUNDANT COMMUNITY SERVICES (SUCH AS CLASSES IN CPR), PROGRAMS THAT ARE ADJUNCTS TO PUBLICLY FUNDED PROGRAMS (SUCH AS CLASSES OFFERED IN PUBLIC SCHOOL) OR PROGRAMS THAT DERIVE INCOME THROUGH OTHER MEANS. WE DO NOT SUPPORT ORGANIZATIONS THAT HAVE ASSETS OVER $500,000, EXCLUDING REAL PROPERTY.WE SUPPORT PROJECTS WHICH REQUIRE A ONE-TIME EXPENSE AND HAVE NO ADMINISTRATIVE OVERHEAD OR DEPEND UPON FUNDING FROM OTHER FUNDING SOURCES TO COMPLETE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NO LIMITS THEATER | ||||||
| 9801 WASHINGTON BLVD | CULVER CITY | CA | 90232 | PUBLIC | GENERAL | $5,000 |
| CUMBERLAND COLLEGE | ||||||
| 6191 COLLEGE STATION DREIVE | WILLIAMSBERG | KY | 40769 | PUBLIC | GENERAL | $4,400 |
| ORGANIZATION FOR BAT PRESERVAT | ||||||
| 39221 WOODWARD AVE PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | PUBLIC | GENERAL | $6,850 |
| VOICE FOR THE ANIMALS | ||||||
| 2633 LINCOLN BLVD 202 | SANTA MONICA | CA | 90405 | PUBLIC | GENERAL | $7,000 |
| TRAINING AND ADVOCACY GROUP | ||||||
| 11693 SAN VICENTE BL 559 | LOS ANGELES | CA | 90049 | PUBLIC | GENERAL | $5,790 |
| ALIGALITA MARINE RESEARCH | ||||||
| 148 N MARINA DRIVE | LONG BEACH | CA | 90803 | PUBLIC | GENERAL | $4,000 |
| WILDLIFE RESCUE | ||||||
| PO BOX 369 | KENDALIA | TX | 78027 | PUBLIC | GENERAL | $6,549 |
| THE NATURE OF WILDWORKS | ||||||
| PO BOX 109 | TOPANGA | CA | 90290 | PUBLIC | GENERAL | $5,000 |
| SANTE D'OR FOUNDATION | ||||||
| 3165 LOS FELIZ BLVD | LOS ANGELES | CA | 90039 | PUBLIC | GENERAL | $4,200 |
| LIFESAVERS WILD HORSE RESCUE | ||||||
| 23809 EAST AVENUE J | LANCASTER | CA | 93535 | PUBLIC | GENERAL | $6,422 |
| EASTERN SIERRA WILDLIFE CARE | ||||||
| PO BOX 368 | BISHOP | CA | 93515 | PUBLIC | GENERAL | $6,000 |
| UNITED PEGASUS FOUNDATION | ||||||
| PO BOX 173 | TEHACHAPI | CA | 93581 | PUBLIC | GENERAL | $5,000 |
| WILD FOR LIFE FOUNDATION | ||||||
| 12400 VENTURA BLVD 706 | STUDIO CITY | CA | 91604 | PUBLIC | GENERAL | $5,500 |
| BASIC NEEDS FOUNDATION | ||||||
| PO BOX 413 | HARBOR CITY | CA | 90710 | PUBLIC | GENERAL | $4,925 |
| FOCUS ON FERELS | ||||||
| PO BOX 274 | BRAINSARDSVILLE | NY | 12915 | PUBLIC | GENERAL | $6,500 |
| LAUGHING PONY RESCUE | ||||||
| PO BOX 32 | RANCHO SANTA FE | CA | 92067 | PUBLIC | GENERAL | $4,000 |
| LESLIE SCIENCE NATURE CENTER | ||||||
| 1831 TRAVER ROAD | ANN ARBOR | MI | 48105 | PUBLIC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,136 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,006 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,017 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF FORM 990PF | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VARIOUS CORPORATE STOCK | $409,615 | $492,948 |
| VARIOUS MUTUAL FUNDS | $458,223 | $488,221 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LONE OAK MORTGAGE FUND | FMV | $100,349 | $100,000 |
| 50000 THORORFARE ASSET BASED LENDING | FMV | $12,435 | $11,152 |
| 74906.44 MAPLETON RETIREMENT INVESTORS | FMV | $102,373 | $103,489 |
| 27181.9 HERSHISER STRATEGIC RESIDENTIAL | FMV | $1,500 | $2,193 |
| 603 US NATURAL GAS | FMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $542 | $491 | $491 |
| PROCEEDS RECEIVABLE | $139,258 | $139,258 | |
| THOROFARE 2014 DRAWS REC'D IN 2015 | $355 | $355 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FILING FEES | $10 |
| INSURANCE | $1,977 |
| SECRETARY OF STATE | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$43 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$43 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 DIFFERENCE FROM PASS THROUGH ENTITIES | Desc |
| Amt | $2,317 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,572 | Amt |
| Net Investment Income | $17,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $35 | $35 |
| TAXES | $5,261 |
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