LON V SMITH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LON V SMITH FOUNDATION (EIN 95-6045384)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201543149349101119
- 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
- Acty Not Previously Rpt Expln
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T14:31:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474904385 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMASO DE PRY & DEL CAMPO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S EL MOLINO AVENUE STE 201 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911012563 | 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 | 956045384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LON V SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONV | BusinessNameControlTxt |
| Phone | 3102769306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD NO 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902104614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFAN A KANTARDJIEFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102769306 | PhoneNum |
| Signature | 2015-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE DE PRY | PreparerPersonNm |
| PTIN | P00042087 | PTIN |
| Phone | 6267962404 | PhoneNum |
| Preparation | 2015-10-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,299,275 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $717,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $717,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $405,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,769,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,826 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $700,107 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $700,107 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,823,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,823,633 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,775 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,725 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $10,163 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,557 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,606 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,198 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,652 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $968 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,798 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,810 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $53,176 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,612 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,564 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,034 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $171,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,639,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,639,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,986,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,810,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,647,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,851 | CashBOYAmt |
| Cash EOY | $17,324 | CashEOYAmt |
| Cash EOYFMV | $17,324 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,801 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $24,443,029 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,278,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,266,624 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,283 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $500 | LandEOYFMVAmt |
| Other Assets BOY | $30,666 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,710 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,950,026 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,546,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,383,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,299,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,546,932 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,383,806 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,546,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,383,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,546,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,383,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,546,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,126 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,383,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,383,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MUTUAL FUNDS | P | $6,584,289 | $6,363,968 | $220,321 | $220,321 |
| CAPITAL GAINS DIVIDENDS | P | $185,505 | $185,505 | $185,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,826 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,746,973 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,207,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064209 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,746,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,284,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064015 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,718,475 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,882,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063924 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,620,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,043,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062219 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,496,131 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,155,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061938 | DistributionYr5Rt |
| Total Distribution | 0.316305 | TotalDistributionRt |
| Average Distribution | 0.063261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,849,611 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,761,794 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,471 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,778,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,810,248 | 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 | $16,471 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,471 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,804 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,804 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,333 | OverpaymentAmt |
| Applied To ES Tax | $2,333 | 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 | Yes (1) | 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 | STEFAN KANTARDJIEFF | IndividualWithBooksNm |
| Phone | 3102769306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| STEFAN A KANTARDJIEFF | ||||||||
| 827 N EDGEMONT ST | LOS ANGELES | CA | 90029 | PRESIDENT | 12.00 | $84,000 | $0 | $0 |
| LAWRENCE S CLARK | ||||||||
| 35 MISTY ACRES ROAD | ROLLING HILLS ESTATES | CA | 90274 | VICE-PRES. | 2.00 | $8,700 | $0 | $0 |
| MATTHEW WHELAN | ||||||||
| 440 FIFTH ST | MANHATTAN BEACH | CA | 90266 | VICE-PRES. | 2.00 | $8,400 | $0 | $0 |
| STEPHAN A RADOS | ||||||||
| 2316 NAPLES | NEWPORT BEACH | CA | 92660 | VICE-PRES. | 2.00 | $9,000 | $0 | $0 |
| MICHAEL LAHN | ||||||||
| 19200 CLYMER ST | PORTER RANCH | CA | 91326 | VICE-PRES. | 2.00 | $8,400 | $0 | $0 |
| LOUISE OFFIT | ||||||||
| 919 20TH ST APT E | SANTA MONICA | CA | 90403 | SECRETARY-TREASURER | 24.00 | $38,000 | $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 |
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 | $26,266,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,901,188 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,273,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,273,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $424,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,849,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,392,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,392,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,471 | TotalTaxAmt |
| Distributable Before Adj | $1,376,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,376,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,376,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,810,248 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,810,248 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,471 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,793,777 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,376,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $312,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $345,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $402,529 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $435,919 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $424,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,921,122 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,810,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,376,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $434,238 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,355,360 | 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 | $312,938 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,042,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $345,528 | ExcessFromYear4Amt |
| Excess From Year3 | $402,529 | ExcessFromYear3Amt |
| Excess From Year2 | $435,919 | ExcessFromYear2Amt |
| Excess From Year1 | $424,208 | ExcessFromYear1Amt |
| Excess From Current Year | $434,238 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVE STE 200 | LOS ANGELES | CA | 90018 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AIDS PROJECT LOS ANGELES | |||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 90005 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| AIRPORT MARINA COUNSELING SERVICE | |||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ALZHEIMERS ASSOCIATION - LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ALZHEIMERS ASSOCIATION - ORANGE COUNTY CHAPTER | |||||||
| 17771 COWAN 200 | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| AMERICAN FAMILY HOUSING | |||||||
| 15161 JACKSON ST | MIDWAY CITY | CA | 92655 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| P O BOX 565 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ANGEL FLIGHT WEST INC | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 904053213 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ASIAN PACIFIC HEALTH CARE VENTURE | |||||||
| 4216 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ASSISTANCE LEAGUE OF SOUTHERN CALIFORNIA | |||||||
| 1370 NORTH ST ANDREWS PLACE | HOLLYWOOD | CA | 900288592 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AVIVA FAMILY & CHILDREN'S SERVICES | |||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BEVERLY HILLS MEALS ON WHEELS | |||||||
| P O BOX 5031 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BIG BROTHERSBIG SISTERS OF ORANGE COUNTY | |||||||
| 14131 YORBA ST 200 | TUSTIN | CA | 92780 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BLIND CHILDREN'S CENTER INC | |||||||
| 4120 MARATHON ST | LOS ANGELES | CA | 900293584 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BOY SCOUTS OF AMERICA - LOS ANGELES AREA COUNCIL | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOY SCOUTS OF AMERICA - ORANGE COUNTY COUNCIL | |||||||
| 1211 E DYER RD | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOYS & GIRLS CLUB OF LA HARBOR | |||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS & GIRLS CLUB OF VENICE | |||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO HILLS | CA | 91709 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 900293594 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CHILD SHARE PROGRAM INC | |||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN ST | VAN NUYS | CA | 91411 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA | |||||||
| 1910 MAGNOLIA AVE | LOS ANGELES | CA | 90007 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD 300 | SHERMAN OAKS | CA | 914031784 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN'S CLINIC - LONG BEACH | |||||||
| 2790 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTRY | |||||||
| 455 S MAIN ST | ORANGE | CA | 92868 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| CLARE FOUNDATION INC | |||||||
| 909 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CLAREMONT INST FOR THE STUDY OF STATESMANSHIP | |||||||
| 937 WEST FOOTHILL BLVD E | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 1505 E 17TH ST STE 214 | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| DEVIL PUPS INC | |||||||
| 6300 CANOGA AVE 1300 WEST | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DISCOVERY EYE FOUNDATION | |||||||
| 6222 WILSHIRE BLVD 260 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| DOHENY EYE INSTITUTE | |||||||
| 1450 SAN PABLO ST DEI-3050 | LOS ANGELES | CA | 900334697 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ETTIE LEE HOMES INC | |||||||
| 5146 N MAINE AVE | BALDWIN PARK | CA | 917060339 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FIVE ACRES - THE BOYS & GIRLS AID SOCIETY OF LOS ANGELES | |||||||
| 760 WEST MOUNTAIN VIEW ST | ALTADENA | CA | 910014996 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E WASHINGTON BLVD 300 | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FRED JORDAN MISSIONS | |||||||
| P O BOX 12345 | COVINA | CA | 91722 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| FRIENDS OF THE BEVERLY HILLS PUBLIC LIBRARY | |||||||
| 444 N REXFORD DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| GIRL SCOUTS OF GREATER LA | |||||||
| 801 S GRAND AVE 300 | LOS ANGELES | CA | 900174621 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| GLOBAL MOBILITY | |||||||
| 11735 MOORPARK ST | STUDIO CITY | CA | 91604 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| GOING OUT BY GOING IN | |||||||
| P O BOX 88969 | LOS ANGELES | CA | 90009 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| GOOD SHEPHERD SHELTER FOR HOMELESS WOMEN AND CHILDREN | |||||||
| 1650 ROCKWOOD ST | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| GOOD SHEPHERD SHELTER | |||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA | |||||||
| 410 N FAIRVIEW | SANTA ANA | CA | 92703 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA | |||||||
| 342 SAN FERNANDO ROAD | LOS ANGELES | CA | 900311782 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| HILLSIDES | |||||||
| 815 COLORADO BLVD 300 | LOS ANGELES | CA | 90041 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HOLLYGROVEEMQ CHILDREN & FAMILY SERVICES | |||||||
| 815 N EL CENTRO AVE | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOOVER INSTITUTE - STANFORD UNIVERSITY | |||||||
| STANFORD UNIVERSITY | STANFORD | CA | 943056010 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| HORIZON CROSS-CULTURAL COMMUNITY CENTER | |||||||
| 3707 W GARDEN GROVE BLVD | ORANGE | CA | 92868 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HUMAN OPTIONS INC | |||||||
| P O BOX 53745 | IRVINE | CA | 926193745 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 NORTH PARK AVE | POMONA | CA | 91768 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| INTERNATIONAL EYE FOUNDATION | |||||||
| 10801 CONNECTICUT AVE | KENSINGTON | MD | 20895 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| JEWISH BIG BROTHERS ASSOCIATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD 600 | LOS ANGELES | CA | 900484918 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAS FAMILIAS DEL PUEBLO | |||||||
| 307 E SEVENTH ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAS FLORISTAS INC | |||||||
| 3820 CHATWIN AVE | LONG BEACH | CA | 90808 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| LEROY HAYNES CENTER FOR CHILDREN & FAMILY SERVICES INC | |||||||
| 233 WEST BASELINE ROAD | LA VERNE | CA | 91750 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 S WESTERN AVE | SAN PEDRO | CA | 907324389 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | |||||||
| 1223 WILSHIRE BLVD STE 435 | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| LOS ANGELES MASTER CHORALE ASSOCIATION | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| LOS ANGELES MISSION INC | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST MARTYRS MEMORIAL | |||||||
| 100 S THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| LOS ANGELES POLICY ACADEMY MAGNET SCHOOL FOUNDATION | |||||||
| 1529 GILCREST DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MANHATTAN BEACH FRIENDS OF THE LIBRARY | |||||||
| PO BOX 3001 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MARYCREST MANOR | |||||||
| 10664 ST JAMES DR | CULVER CITY | CA | 902305498 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MIDNIGHT MISSION | |||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| MILITARY WOMEN IN NEED | |||||||
| 2999 OVERLAND BLVD 123 | LOS ANGELES | CA | 90064 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PKY 115 | GREEN VALLEY | NV | 89014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| NEW DIRECTIONS INC | |||||||
| 11303 WILSHIRE BLVD VA BLDG 116 | LOS ANGELES | CA | 900731003 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NORTHEAST VALLEY HEALTH CORPORATION | |||||||
| 1172 N MACLAY AVE | SAN FERNANDO | CA | 913401300 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||
| 18300 ROSCOE BLVD P O BOX 9000 | NORTHRIDGE | CA | 913289920 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| OASIS OF HOLLYWOOD | |||||||
| P O BOX 1590 | HOLLYWOOD | CA | 900781590 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| OPICA ADULT DAY CARE CENTER INC | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ORANGE COUNTY BAR ASSOCIATION | |||||||
| PO BOX 986 | SANTA ANA | CA | 927020986 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PACIFIC CHORALE | |||||||
| 3621 S HARBOR BLVD 220 | SANTA ANA | CA | 92704 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PBS - SO CAL (KOCE) | |||||||
| P O BOX 25113 | SANTA ANA | CA | 92799 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| PEACE OVER VIOLENCE | |||||||
| 1015 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 9272 JEROMIMO RD 122 | IRVINE | CA | 92618 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 W 213TH ST 100 | TORRANCE | CA | 90501 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| PENINSULA COMMITTEE OF THE CHILDREN'S HOSPITAL | |||||||
| PO BOX 801 | PALOS VERDES | CA | 902740801 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO BOX 2361 | PALOS VERDES | CA | 902742361 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PHOENIX HOUSE OF LOS ANGELES | |||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT HOPE ALLIANCE | |||||||
| 1954 PLACENTIA AVE 202 | COSTA MESA | CA | 92627 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| PROJECT SISTER FAMILY SERVICES | |||||||
| PO BOX 1369 | POMONA | CA | 917691369 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROVIDENCE LITTLE COMPANY OF MARY COMMUNITY HEALTH FOUNDATION | |||||||
| 1300 W 7TH ST | SAN PEDRO | CA | 90732 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PROYECTO PASTORAL AKA JESUIT HISPANO MINISTRY | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 900333816 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| R M PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DR | VALENCIA | CA | 913551009 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| SANDPIPERS PHILANTHROPY TRUST FUND | |||||||
| P O BOX 72 | HERMOSA BEACH | CA | 90254 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVE | OJAI | CA | 95023 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD 204A | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SOUTH BAY LITERARY COUNCIL INC | |||||||
| 24586 HAWTHORNE BLVD 211 | TORRANCE | CA | 90505 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ST ANNE'S MATERNITY HOME | |||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 900264641 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST BARNABAS SENIOR SERVICES | |||||||
| 675 CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DR | VENICE | CA | 902918633 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ST MARGARET'S CENTER | |||||||
| 10217 INGLEWOOD AVENUE | LENNOX | CA | 90304 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | |||||||
| 2200 W 3RD STREET SUITE 200 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| STONE SOUP CHILD CARE PROGRAM | |||||||
| 15910 VENTURA BLVD 1420 | ENCINO | CA | 914362811 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| STRIVE FOUNDATION | |||||||
| 9124 S MAIN ST | LOS ANGELES | CA | 90003 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| TEACH FOR AMERICA INC | |||||||
| 606 S OLIVE ST 3RD FLOOR | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE CHRYSALIS CENTER | |||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| THE JEFFREY FOUNDATION | |||||||
| 5470 W WASHINGTON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE JOHN DOUGLAS FRENCH ALZHEIMER'S FOUNDATION | |||||||
| 11620 WILSHIRE BLVD 270 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE MAPLE COUNSELING CENTER | |||||||
| 9107 WILSHIRE BLVD LOWER LEVEL | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE NEWPORT BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 AVOCADO AVE | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE RICHSTONE CENTER | |||||||
| 13620 CORDARY AVE | HAWTHORNE | CA | 90250 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE SABAN FREE CLINIC | |||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 900483476 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD 500 | LONG BEACH | CA | 90802 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| THE VIRGINIA AVENUE PROJECT | |||||||
| 1649 18TH ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| USC - NORRIS CANCER HOSPITAL | |||||||
| 1441 EASTLAKE AVE RM 8302 | LOS ANGELES | CA | 900330800 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| UNITED WAY - ORANGE COUNTY | |||||||
| 18012 MITCHELL AVE | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE ST T500 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | UNRESTRICTED | $40,000 |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 101 ACADEMY 120 | IRVINE | CA | 926973953 | NONE | PUBLIC | GAVIN HERBERT EYE INSTITUTE | $15,000 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 224 IRVINE HALL | IRVINE | CA | 926977550 | NONE | PUBLIC | CANCER SURVEILLANCE PROGRAM | $30,000 |
| UPWARD BOUND HOUSE | |||||||
| 1104 WASHINGTON AVE | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VALLEY COMMUNITY CLINIC | |||||||
| 6801 COLDWATER CANYON AVE | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| VALLEY PRESBYTERIAN HOSPITAL | |||||||
| 15107 VANOWEN ST | VAN NUYS | CA | 91405 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VENICE ARTS MECCA | |||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| VIP COMMUNITY MENTAL HEALTH CENTER | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WEINGART CENTER ASSOCIATION | |||||||
| 566 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| PO BOX 1705 | SAN PEDRO | CA | 90267 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| WESTSIDE CENTER FOR INDEPENDENT LIVING INC | |||||||
| 12901 VENICE BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| WOUNDED WARRIOR | |||||||
| 4899 BELFORT RD 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,639,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $717,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $405,826 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OIL & GAS ROYALTIES | 15 | $668,391 |
| DELAY RENTALS | 15 | $31,716 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,823,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,823,633 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOMASO, DE PRY & DEL CAMPO | CategoryTxt |
| Amt | $14,850 | Amt |
| Net Investment Income | $5,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,652 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE LON V. SMITH FOUNDATION (THE "FOUNDATION") IS THE OWNER OF AN OVERRIDING ROYALTY INTEREST PERTAINING TO A FEDERAL OIL AND GAS LEASE LOCATED IN CARBON COUNTY, WYOMING (THE "LANDS"). THE FOUNDATION ACQUIRED THIS OVERRIDING ROYALTY INTEREST FOLLOWING THE DEATH OF MARGUERITE B. SMITH, THE LIFE TENANT, ON DECEMBER 12, 1989. THE FOUNDATION HAS RECENTLY LEARNED THAT BETWEEN 1994 AND 2007, SEVERAL OIL AND GAS WELLS WERE DRILLED ON THE LANDS BY DEVON ENERGY CORPORATION ("DEVON") AND DEVON'S PREDECESSORS. ALL OR A PORTION OF THE ROYALTY PROCEEDS ASSOCIATED WITH THE INTEREST OWNED BY THE FOUNDATION MAY HAVE BEEN INCORRECTLY PAID TO THE MARGUERITE B. SMITH TRUST (THE "TRUST") BY DEVON AND ITS PREDECESSORS, RATHER THAN THE FOUNDATION. ON MAY 13, 2015, THE FOUNDATION BROUGHT SUIT AGAINST DEVON ENERGY CORPORATION AND THE TRUST TO RECOVER ALL OVERRIDING ROYALTY PROCEEDS WHICH THE FOUNDATION MAY HAVE BEEN ENTITLED TO BUT WHICH THE FOUNDATION HAS NOT RECEIVED. THE COMPLAINT WAS FILED IN THE DISTRICT COURT OF THE SECOND JUDICIAL DISTRICT OF THE STATE OF WYOMING, AND PROCEEDINGS ARE CURRENTLY ONGOING. AT THE TIME OF THE POTENTIAL DIVERSION, MARGUERITE MURPHY WAS A SECRETARY/TREASURER FOR THE FOUNDATION AS WELL AS A TRUSTEE OF THE TRUST. IT IS CURRENTLY BELIEVED THAT MARGUERITE MURPHY AND ALL OTHER TRUSTEES OF THE TRUST WERE NOT AWARE THAT OVERRIDING ROYALTY PROCEEDS WERE ERRONEOUSLY BEING PAID TO THE TRUST INSTEAD OF TO THE FOUNDATION. MARGUERITE MURPHY DIED ON NOVEMBER 17, 2007. AS STATED ABOVE, THE FOUNDATION IS ATTEMPTING TO RECOVER ALL POTENTIALLY DIVERTED FUNDS BELONGING TO THE FOUNDATION. BASED UPON PRIOR REPRESENTATION MADE BY DEVON, THESE FUNDS ARE BELIEVED TO BE IN THE TOTAL AMOUNT OF $747,273.07. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INSTITUIONAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $24,278,971 | BookValueAmt |
| EOYFMV | $26,266,624 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CONFERENCE FURNITURE | $1,674 | $1,674 | $0 |
| FILE CABINETS | $1,185 | $1,185 | $0 |
| CONFERENCE TABLE | $757 | $757 | $0 |
| L-SHAPED DESK | $839 | $839 | $0 |
| L-SHAPED DESK | $736 | $736 | $0 |
| 2 TASK CHAIRS | $714 | $714 | $0 |
| 4 LATERAL FILES | $1,185 | $1,185 | $0 |
| 3 PEDESTAL FILES | $487 | $487 | $0 |
| REFRIGERATOR/WATER COOLER | $706 | $706 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE DEPOSIT | $3,906 | $3,906 | $3,906 |
| PREPAID FEDERAL EXCISE TAX | $26,760 | $18,804 | $18,804 |
| OIL & GAS ROYALTY INTERESTS | $0 | $0 | $1,927,316 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $608 | $608 | $0 |
| INSURANCE | $12,422 | $4,348 | $8,074 |
| OFFICE EXPENSE | $4,644 | $1,625 | $3,019 |
| ROYALTY OPERATING | $29,453 | $29,453 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $668,391 | $668,391 | $668,391 |
| DELAY RENTALS | $31,716 | $31,716 | $31,716 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PACIFIC ENERGY GROUP | $887 | $310 | $577 |
| PETROLAND SERVICES | $1,879 | $658 | $1,221 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRODUCTION | $34,197 | $34,197 | $0 |
| PAYROLL | $8,938 | $3,128 | $5,810 |
| EXCISE (SEC. 4940) | $18,804 | $18,804 | $0 |
| PROPERTY | $1,058 | $1,058 | $0 |
| FILING FEES | $180 | $180 | $0 |
Comments