BETA

1P FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
1P FOUNDATION (EIN 45-3241865)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201513209349102011
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T12:50:50-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 SOUTH HOPE STREET SUITE 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453241865EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line11P FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name Control1PFOBusinessNameControlTxt
Phone2135932300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 S HOPE STREET NO 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADAM MILLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3107884722PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL ROBERTSPreparerPersonNm
PTINP01489269PTIN
Phone2135932300PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,572,363FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,700,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$53,952DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,797DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,683NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$373,084GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,668CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,600OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,818,735TotalRevAndExpnssAmt
Total Net Invst Incm$100,465TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,338LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,338LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,940AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,970AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,970AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,753TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,131TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,881OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,081OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,800OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,912TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,182TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,108TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$173,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$173,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$199,712TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,182TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$187,908TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,619,023ExcessRevenueOverExpensesAmt
Net Investment Income$90,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$672,402SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$193,002SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$193,002SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,096,083CorporateStockBOYAmt
Corporate Stock EOY$10,373,243CorporateStockEOYAmt
Corporate Stock EOYFMV$10,373,243CorporateStockEOYFMVAmt
Other Assets BOY$3,488OtherAssetsBOYAmt
Other Assets EOY$6,118OtherAssetsEOYAmt
Other Assets EOYFMV$6,118OtherAssetsEOYFMVAmt
Total Assets BOY$11,771,973TotalAssetsBOYAmt
Total Assets EOY$10,572,363TotalAssetsEOYAmt
Total Assets EOYFMV$10,572,363TotalAssetsEOYFMVAmt
Other Liabilities BOY$232,800OtherLiabilitiesBOYAmt
Other Liabilities EOY$150,306OtherLiabilitiesEOYAmt
Total Liabilities BOY$232,800TotalLiabilitiesBOYAmt
Total Liabilities EOY$150,306TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,539,173UnrestrictedBOYAmt
Unrestricted EOY$10,422,057UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,539,173TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,422,057TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,771,973TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,572,363TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,539,173TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,619,023ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$13,158,196SubtotalAmt
Other Decreases$2,736,139OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,422,057TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$338,322$329,416$8,906$8,906
CAPITAL GAINS DIVIDENDS$34,762$34,762$34,762P
FieldValueIRS element (for citing)
Capital Gain Net Income$43,668CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,582AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,013,028NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.013069DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,256,135NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.080206DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$198,025NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Total Distribution0.093275TotalDistributionRt
Average Distribution0.031092AverageDistributionRt
Net Vl Noncharitable Assets$9,879,512NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$307,174AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$903NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$308,077AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$187,908QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,806InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,806SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,806TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,428EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,000AppliedToEsTaxAmt
Total Payments And Credits$5,428TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,622OverpaymentAmt
Applied To ES Tax$3,622AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEBORAH MCGEEIndividualWithBooksNm
Phone2135932300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 S HOPE ST SUITE 2000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADAM MILLER
1948 PARNELL AVENUELOS ANGELESCA90025TRUSTEE2.00$0$0$0
BRIAN CULOT
89 KINGS HIGHWAYTAPPANNY10983TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$223,958AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,770,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$35,185FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,029,961TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,029,961AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,879,512NetVlNoncharitableAssetsAmt
Minimum Investment Return$493,976MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$493,976MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,806TaxBasedOnInvestmentIncomeAmt
Total Tax$1,806TotalTaxAmt
Distributable Before Adj$492,170DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$492,170DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$492,170DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,908ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$187,908QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$187,908AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$492,170DistributableAsAdjustedAmt
Undistributed Income PY$119,592UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$187,908QualifyingDistributionsAmt
Applied To Year1$119,592AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$68,316AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$423,854UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerADAM MILLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WESTWOOD INVOLVEMENT SUPPORTS EDUCATION INC
PO BOX 642360LOS ANGELESCA90064N/APCGENERAL SUPPORT$52,000
IKAR
5870 WEST OLYMPIC BLVDLOS ANGELESCA90036N/APCGENERAL SUPPORT$25,000
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTON DCDC20001N/APCGENERAL SUPPORT$75,000
ONE KID ONE WORLD
10525 OAKLAWN ROADLOS ANGELESCA90064N/APCGENERAL SUPPORT$1,800
CITY SCHOOL
11625 W PICO BLVDLOS ANGELESCA90064N/APCGENERAL SUPPORT$10,000
JEWISH GRADUATE STUDENT INITIATIVE
8812 W PICO BLVD 211LOS ANGELESCA90035N/APCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$173,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,952ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,600ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,683ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$118,235ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$118,235TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonADAM MILLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11948 PARNELL AVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,700,500TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property50,000 SHARES OF CORNERSTONE ONDEMAND INC.NoncashPropertyDesc
Fair Market Value$1,700,500FairMarketValueAmt
Received2014-12-15ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,940Amt
Net Investment Income$6,970NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,970DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKS$10,338,058$10,338,058
NON-PUBLICLY TRADED STOCKS$35,185$35,185

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Legal Fees$5,338LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,338DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$3,488BOYBookValueAmt
EOY Book Value$6,118EOYBookValueAmt
EOYFMV$6,118EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$2,736,139Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT FEES$2,081$2,081$0
GIVESMART$1,800$0$1,800

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME - DEFERRED EXCISE TAX ADJDesc
Revenue And Expenses Per Books$20,600RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$20,600AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
CURRENT FEDERAL EXCISE TAX PAYABLE$68,000$6,106
DEFERRED FEDERAL EXCISE TAX PAYABLE$164,800$144,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,131$1,131$0
CURRENT FEDERAL EXCISE TAX$1,407$0$0
STATE TAXES$215$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.