GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GALE FAMILY FOUNDATION INC (EIN 95-4774225)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349101259
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T10:30:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 954774225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104770450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA J GALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104770450 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS ABRAMSON | PreparerPersonNm |
| PTIN | P00243720 | PTIN |
| Phone | 3104770450 | PhoneNum |
| 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 | $810,108 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $688,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $329 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $184 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $145 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $690 | CashBOYAmt |
| Cash EOY | $4,935 | CashEOYAmt |
| Cash EOYFMV | $4,935 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,465 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,465 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $815,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,708 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $778,708 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $826,441 | TotalAssetsBOYAmt |
| Total Assets EOY | $810,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $810,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $826,441 | RetainedEarningBOYAmt |
| Retained Earning EOY | $810,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $826,441 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $810,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $826,441 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $810,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $826,441 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $855,359 | SubtotalAmt |
| Other Decreases | $45,251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $810,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 763 SH. AQR DIVERSIFIED ARBITRAGE CLASS I | P | 2014-10-02 | 2014-11-21 | $7,981 | $8,181 | -$200 | -$200 |
| 510 SH. DFA EMERGING MARKETS CORE EQU PORTF | P | 2013-12-06 | 2014-10-02 | $10,042 | $10,000 | $42 | $42 |
| 512 SH. FIRST EAGLE GLOBAL CLASS I | P | 2013-12-18 | 2014-10-02 | $28,019 | $27,000 | $1,019 | $1,019 |
| 426 SH. IVY ENERGY I | P | 2014-10-02 | 2014-11-21 | $6,982 | $7,179 | -$197 | -$197 |
| 2170 SH. ABSOLUTE STRATEGIES INSTITUTIONAL | P | 2014-10-02 | $24,461 | $24,400 | $61 | $61 | |
| 552 SH. DFA US CORE EQUITY I | P | 2012-01-24 | 2014-11-21 | $9,982 | $6,273 | $3,709 | $3,709 |
| 2,285 SH. PIMCO ALL ASSET ALL AUTHORITY - INSTITUTION | P | 2014-10-02 | $22,600 | $24,000 | -$1,400 | -$1,400 | |
| 11,209 SH. PIMCO UNCONSTRAINED BD INSTITUTIONAL CLASS | P | 2013-09-12 | 2014-10-02 | $126,421 | $124,856 | $1,565 | $1,565 |
| 875 SH. DFA EMERGING MARKETS CORE EQUITY PORTFOLIO | P | 2010-02-03 | 2014-10-02 | $17,239 | $15,500 | $1,739 | $1,739 |
| 1,629 SH. DFA US CORE EQUITY I | P | 2010-02-03 | 2014-01-22 | $26,982 | $14,981 | $12,001 | $12,001 |
| 2,933 SH. DFA US CORE EQUITY I | P | 2010-02-03 | 2014-10-02 | $49,982 | $26,961 | $23,021 | $23,021 |
| 1,152 SH. LOOMIS SAYLES BOND INSTL | P | 2010-02-03 | 2014-10-02 | $17,808 | $15,500 | $2,308 | $2,308 |
| 6,693 SH. OPPENHEIMER INTL BOND FD CL | P | 2010-02-03 | 2014-10-02 | $40,205 | $41,883 | -$1,678 | -$1,678 |
| 23,324 SH, PIMCO TOTAL RETURN INSTL | P | 2010-02-03 | 2014-10-02 | $254,214 | $254,655 | -$441 | -$441 |
| 1,758 SH. RUSSELL GLOBAL INFRASTRUCTURE CL S | P | 2011-08-04 | 2014-10-02 | $22,093 | $17,400 | $4,693 | $4,693 |
| 1,106 SH. VOYA GLOBAL REAL ESTATE CLASS W | P | 2010-02-03 | 2014-10-02 | $20,945 | $15,282 | $5,663 | $5,663 |
| CAPITAL GAINS DIVIDENDS | P | $2,151 | $2,151 | $2,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,134 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $819,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,280 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $807,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049854 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,254 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $808,815 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046060 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,282 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $789,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045971 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,013 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $727,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065989 | DistributionYr5Rt |
| Total Distribution | 0.255618 | TotalDistributionRt |
| Average Distribution | 0.051124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $822,952 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,073 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $697 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $538 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,838 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $445 | OverpaymentAmt |
| Applied To ES Tax | $445 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOSS ADAMS LLP | IndividualWithBooksNm |
| Phone | 3104770450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24950 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TINA J GALE | ||||||||
| PO BOX 24950 | LOS ANGELES | CA | 90024 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| M ROBERT GALE | ||||||||
| PO BOX 24950 | LOS ANGELES | CA | 90024 | SECRETARY/DIRECTOR/CFO | 1.00 | $0 | $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 | $805,524 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $835,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $835,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $822,952 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,148 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,148 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,393 | TotalTaxAmt |
| Distributable Before Adj | $39,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,755 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,608 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,608 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $39,608 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TINA J GALE | ContributingManagerNm |
| Contributing Manager | M ROBERT GALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE MONTECITO LIBRARY | |||||||
| PO BOX 5788 | SANTA BARBARA | CA | 93108 | NONE | PC | TO PROVIDE SERVICES TO LOCAL LIBRARY | $1,000 |
| GIRLS INCORPORATED OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | TO INSPIRE AND EMPOWER GIRLS AND WOMEN TO ACHIEVE PERSONAL, SOCIAL, POLITICAL, AND ECONOMIC SUCCESS | $1,500 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PC | TO PROVIDE GUIDE DOGS FREE OF CHARGE TO THE BLIND | $4,000 |
| HEARST CASTLE PRESERVATION FOUNDATION | |||||||
| PO BOX 192955 | SAN FRANCISCO | CA | 94119 | NONE | PC | CONSERVATION AND PROMOTION OF HEARST CASTLE | $500 |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | |||||||
| ONE EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NONE | PC | CHAMPION FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS | $3,000 |
| GARY SINISE FOUNDATION | |||||||
| 1901 AVENUE OF THE STARS NO 1050 | LOS ANGELES | CA | 90067 | NONE | PC | TO SERVE THE NATION BY HONORING ITS DEFENDERS, VETERANS, 1ST RESPONDERS, THEIR FAMILIES, AND THOSE I | $2,500 |
| INTERNATIONAL GUIDING EYES INC DBA GUIDE DOGS OF AMERICA | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | NONE | PC | TO TRAIN GUIDE DOGS FOR THE BLIND | $3,000 |
| LANGE FOUNDATION | |||||||
| 2178 ROSCOMARE ROAD | LOS ANGELES | CA | 90077 | NONE | PC | RESCUE PETS THAT WOULD OTHERWISE BE DESTROYED FROM ANIMAL SHELTERS. PROVIDE VETERINARY SERVICES, GRO | $4,000 |
| MAYO CLINIC | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | EDUCATION, RESEARCH, AND PATIENT CARE | $250 |
| HUMANE SOCIETY | |||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | PC | THE HUMANE SOCIETY OF THE UNITED STATES SEEKS TO PREVENT AND BRING AN END TO CRUELTY TO ANIMALS IN A | $4,000 |
| VETS HELPING HEROES INC | |||||||
| PO BOX 540723 | GREENACRES | FL | 334540723 | NONE | PC | RAISE FUNDS TO PROVIDE ASSISTANCE DOGS TO WOUNDED VETS | $4,000 |
| SANTA CRUZ ISLAND FOUNDATION | |||||||
| 5045 WULLBRANDT WAY | CARPINTERIA | CA | 93013 | NONE | PF | THE SANTA CRUZ ISLAND FOUNDATION IS SPECIFICALLY DESIGNATED TO MAKE A UNIQUE CONTRIBUTION TO THE PUB | $3,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD NO 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO HONOR AND EMPOWER WOUNDED WARRIORS | $2,100 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 26 BROADWAT 14TH FLOOR | NEW YORK | NY | 100041838 | NONE | PC | TO FIND A CURE FOR JUVENILE DIABETES | $2,000 |
| THE AMANDA FOUNDATION | |||||||
| 351 N FOOTHILL ROAD | BEVERLY HILLS | CA | 90210 | NONE | PC | RESCUE ABUSED, ABANDONED, AND UNWANTED ANIMALS AND ADOPT THEM TO LIVING FAMILIES GIVING THEM PERMANE | $5,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,500 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,036 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,056 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,094 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANTA CRUZ ISLAND FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5045 WULLBRANDT WAY | AddressLine1Txt |
| City | CARPINTERIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-03-07 | GrantDt |
| Grant | $3,000 | GrantAmt |
| Purpose Of Grant | PRODUCTION OF FILM FOR PRESERVATION OF SANTA CRUZ ISLANDS | PurposeOfGrantTxt |
| Expended By Grantee | $3,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 11/5/15 | DatesOfReportsByGranteeTxt |
| Verification | 2015-11-05 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - 1692 | StockNm |
| EOY Book Value | $778,708 | EOYBookValueAmt |
| EOYFMV | $778,708 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $45,251 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Revenue And Expenses Per Books | $110 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,237 | Amt |
| Net Investment Income | $4,237 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX | $10 | $0 | $10 |
| FOREIGN TAXES | $184 | $184 | $0 |
| REGISTRATION FILING FEE | $135 | $0 | $135 |
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