The Maloney Family Foundation Inc: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Maloney Family Foundation Inc (EIN 20-1296117)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201401299349101740
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T16:23:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201296117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Maloney Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | MALO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicole Maloney | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $785,803 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,715 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,993 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,384 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $712 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,410 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,366 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,366 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $676,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $570,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $711,437 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $722,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $645,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $785,803 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $722,531 | RetainedEarningBOYAmt |
| Retained Earning EOY | $645,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $722,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $645,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $722,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $645,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $722,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,313 | ExcessRevenueOverExpensesAmt |
| Subtotal | $645,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $645,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $127,919 | GrossSalesPriceAmt |
| Cost Or Other Basis | $105,204 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,715 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,715 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,715 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $776,004 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086118 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,792 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $836,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085861 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,969 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $842,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087807 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $799,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09865 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,918 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $977,639 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067426 | DistributionYr5Rt |
| Total Distribution | 0.425862 | TotalDistributionRt |
| Average Distribution | 0.085172 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $784,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,813 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,189 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,210 | 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 | $376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $376 | SubtotalAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24 | OverpaymentAmt |
| Applied To ES Tax | $24 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Nicole M Maloney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 |
| Robert Maloney | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $742,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $796,398 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $796,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,946 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $784,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $376 | TotalTaxAmt |
| Distributable Before Adj | $38,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $114,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $376 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,834 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,847 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $17,942 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,463 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,652 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $148,801 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,210 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,363 | RemainingDistriFromCorpusAmt |
| Total Corpus | $224,164 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,942 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,361 | ExcessFromYear4Amt |
| Excess From Year3 | $32,383 | ExcessFromYear3Amt |
| Excess From Year2 | $30,463 | ExcessFromYear2Amt |
| Excess From Year1 | $28,652 | ExcessFromYear1Amt |
| Excess From Current Year | $75,363 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN TRUST | |||||||
| 8229 BOONE BLVD STE 240 | VIENNA | VA | 22182 | N/A | PC | Rhodes Scholarship Fund | $50,000 |
| ARMAND HAMMER MUSEUM OF ART AND CULTURAL CENTER IN | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | N/A | SO III FI | K.A.M.P. kids art museum program | $2,500 |
| CALIFORNIA WESTERN SCHOOL OF LAW | |||||||
| 225 CEDAR ST | SAN DIEGO | CA | 92101 | N/A | PC | CALIFORNIA INNOCENCE Project | $1,800 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $4,000 |
| GOOD SAMARITAN HOSPITAL | |||||||
| 616 WITMER ST | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $5,000 |
| HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST 4TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $2,500 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | General & Unrestricted | $10,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Thomas C. Hudnut Scholar Endowed Fund | $2,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Financial Aid Program | $500 |
| HELPING HAND OF LOS ANGELES | |||||||
| 8700 BEVERLY BLVD | W HOLLYWOOD | CA | 90048 | N/A | PC | Charitable Event | $1,000 |
| JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON RD | LOS ANGELES | CA | 90049 | N/A | PC | Annual Fund | $3,000 |
| JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON RD | LOS ANGELES | CA | 90049 | N/A | PC | Capital Campaign | $10,000 |
| PREMIER WATER POLO CLUB | |||||||
| 20750 VENTURA BLVD STE 201 | WOODLAND HLS | CA | 91364 | N/A | PC | General & Unrestricted | $3,500 |
| THE DEA EDUCATIONAL FOUNDATION | |||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | N/A | PC | Charitable Event | $1,000 |
| THE UCLA FOUNDATION Mattel Children's Hospital UC | |||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | Charitable Event | $5,000 |
| THE UCLA FOUNDATION Mattel Children's Hospital UC | |||||||
| 10945 LE CONTE AVE STE 3132 | LOS ANGELES | CA | 90095 | N/A | PC | Charitable Event | $5,000 |
| WEST SIDE FOOD BANK A NON-PROFIT CORPORATION | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $39,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,993 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MARKETS VALUE POR | $19,581 | $29,149 |
| DFA INTERNATIONAL SMALL CAP VA | $15,000 | $19,932 |
| DFA INTERNATIONAL VALUE PORTFO | $41,322 | $46,892 |
| DFA LARGE CAP INTERNATIONAL PO | $38,966 | $45,670 |
| JP MORGAN ALERIAN MLP INDEX ET | $34,625 | $39,398 |
| MATTHEWS PACIFIC TIGER FUND I | $27,360 | $37,507 |
| TEMPLETON GLOBAL BD | $62,811 | $61,576 |
| VAN ECK FUNDS - GLOBAL HARD AS | $25,502 | $22,865 |
| VANGUARD DIVIDEND APPRECIATION | $29,849 | $37,620 |
| VANGUARD GNMA FUND | $42,621 | $44,243 |
| VANGUARD SHORT TERM INVESTMENT | $82,120 | $82,948 |
| VANGUARD TOTAL STOCK MARKET ET | $151,095 | $243,637 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,385 | $6,385 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,384 | Amt |
| Net Investment Income | $2,384 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Estimated Tax for 2013 | $400 |
| Excise Tax for 2012 | $312 |