MOE-LIFE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: MOE-LIFE FOUNDATION (EIN 04-3781296)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-09-14
IRS object ID: 201522579349100612
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
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-09-14T10:54:18-07:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Solomon Winnett & Rosenfield CPAs Inc	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	11777 San Vicente Blvd 777	AddressLine1Txt
City	Los Angeles	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90049	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	043781296	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MOE-LIFE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MOE-	BusinessNameControlTxt
Phone	3107760318	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6360 VIA ESCONDIDO DRIVE	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90265	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELAN SHUKARTSI	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2015-09-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Joshua Kleinman	PreparerPersonNm
PTIN	P00446054	PTIN
Phone	3108264343	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)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$938,745	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
Interest On Sav Rev And Expnss	$9	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$9	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$9	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$10,893	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$10,893	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$10,893	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,833	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$350,224	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$28,833	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$6,123	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$39,735	TotalRevAndExpnssAmt
Total Net Invst Incm	$39,735	TotalNetInvstIncmAmt
Total Adj Net Incm	$17,025	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$4,905	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$4,905	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$428	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$428	TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$5,333	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,333	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$111,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$111,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$116,333	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,333	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$111,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$76,598	ExcessRevenueOverExpensesAmt
Net Investment Income	$34,402	NetInvestmentIncomeAmt
Adjusted Net Income	$17,025	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$8,196	CashBOYAmt
Cash EOY	$40,876	CashEOYAmt
Cash EOYFMV	$40,876	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$31,618	SavAndTempCashInvstBOYAmt
US Government Obligations BOY	$359,740	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$286,716	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$360,424	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$451,155	CorporateStockBOYAmt
Corporate Stock EOY	$446,519	CorporateStockEOYAmt
Corporate Stock EOYFMV	$537,445	CorporateStockEOYFMVAmt
Total Assets BOY	$850,709	TotalAssetsBOYAmt
Total Assets EOY	$774,111	TotalAssetsEOYAmt
Total Assets EOYFMV	$938,745	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$850,709	UnrestrictedBOYAmt
Unrestricted EOY	$774,111	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$850,709	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$774,111	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$850,709	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$774,111	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$850,709	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$76,598	ExcessRevenueOverExpensesAmt
Subtotal	$774,111	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$774,111	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$28,833	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$6,123	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	Yes (true)	LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$688	InvestmentIncomeExciseTaxAmt
Subtotal	$688	SubtotalAmt
Tax Based On Investment Income	$688	TaxBasedOnInvestmentIncomeAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$18	EsPenaltyAmt
Tax Due	$706	TaxDueAmt

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	false	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	ELAN SHUKARTSI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3107760318	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6360 VIA ESCONDIDO DRIVE	AddressLine1Txt
City	MALIBU	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90265	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	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
ELAN SHUKARTSI
6360 VIA ESCONDIDO DRIVE	MALIBU	CA	90265	Trustee	1.00	$0
DOVE MAYO
360 SANTIAGO AVENUE	LONG BEACH	CA	90814	Trustee	1.00	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$688	TaxBasedOnInvestmentIncomeAmt
Total Tax	$688	TotalTaxAmt
Distributable Before Adj	$688	DistributableBeforeAdjAmt
Distributable Before Ded	$688	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$111,000	ExpensesAndContributionsAmt
Qualifying Distributions	$111,000	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$111,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Undistributed Income PY	$15,199	UndistributedIncomePYAmt
Qualifying Distributions	$111,000	QualifyingDistributionsAmt
Applied To Year1	$15,199	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$95,801	RemainingDistriFromCorpusAmt
Total Corpus	$95,801	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$95,801	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$95,801	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
VENICE FAMILY CLINIC
604 ROSE AVENUE	VENICE	CA	90291	GENERAL PURPOSE	$50,000
BLIND CHILDRENS CENTER
4120 MARATHON STREET	LOS ANGELES	CA	90029	GENERAL PURPOSE	$60,000
ANGELMAN SYNDROME FDN
75 EXECUTIVE DRIVE SUITE 327	AURORA	IL	60504	GENERAL PURPOSE	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$111,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$10,893	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$28,833	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$10,902	ExclusionAmt
Related Or Exempt Function Incm	$28,833	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$39,735	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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$4,905	Amt
Net Investment Income	$4,905	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$428	Amt
Net Investment Income	$428	NetInvestmentIncomeAmt

MOE-LIFE FOUNDATION: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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