BILLY & AUDREY L WILDER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BILLY & AUDREY L WILDER FOUNDATION (EIN 95-4569162)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201403079349100910
- Schema version
- 2013v3.0
- 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
- Amortization Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T15:01:33-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453269313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH ADVISORS INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 CENTER AVENUE SUITE 1225 | AddressLine1 |
| City | HUNTINGTON BEACH | City |
| State | CA | State |
| ZIP Code | 92647 | 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 | 954569162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLY AND AUDREY L WILDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 8187741396 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10566 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92658 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD NELSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9497181396 | PhoneNum |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN HAVERLOCK | PreparerPersonNm |
| PTIN | P00545829 | PTIN |
| Phone | 3109822804 | 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 | $6,346,141 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,108,220 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,108,220 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,108,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,108,220 | 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 |
| Legal Fees Rev And Expnss | $4,183 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,183 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,110 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,555 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,278 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $410,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $365,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $473,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $376,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,278 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $873,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $376,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $234,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $731,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,232 | CashBOYAmt |
| Cash EOY | $1,239,562 | CashEOYAmt |
| Cash EOYFMV | $1,239,562 | CashEOYFMVAmt |
| Pledges Rcvbl | $198,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $720,253 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $198,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $198,000 | PledgesRcvblEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,487,854 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $579,275 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,274,437 | LandBOYAmt |
| Land EOY | $4,908,579 | LandEOYAmt |
| Land EOYFMV | $4,908,579 | LandEOYFMVAmt |
| Total Assets BOY | $6,108,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,346,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,346,141 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,316 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,316 | 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 | $6,108,922 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,343,825 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,108,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,343,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,108,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,346,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,108,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $234,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,343,825 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,343,825 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,020,733 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.004152 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,753 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,769 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,789 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.004152 | TotalDistributionRt |
| Average Distribution | 0.000830 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,026,776 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,002 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,318 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,278 | 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 | $7,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,316 | TaxDueAmt |
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 | HAROLD NELSON CPA | IndividualWithBooksNm |
| Phone | 9497181396 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10566 | AddressLine1 |
| City | NEWPORT BEACH | City |
| State | CA | State |
| ZIP Code | 92658 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BURT LEVITCH | ||||||||
| 232 N CANON DR | BEVERLY HILLS | CA | 90210 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JERRY MOSS | ||||||||
| PO BOX 10566 | NEWPORT BEACH | CA | 92658 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| HAROLD NELSON | ||||||||
| PO BOX 10566 | NEWPORT BEACH | CA | 92658 | TREASURER | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,011,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,106,580 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,118,554 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,118,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,026,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,316 | TotalTaxAmt |
| Distributable Before Adj | $294,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,023 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,278 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $397,962 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,228 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,228 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $282,050 | 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 | $11,973 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | 501(C)(3) | ALZHEIMER RESEARCH | $25,000 |
| THE ARMAND HAMMER MUSEUM OF ART AND CULTURAL CENTER | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | ART + CULTURE | $125,000 |
| CENTER ON BUDGET AND POLICY PRIORITIES | |||||||
| 820 FIRST STREET NORTHEAST NO 510 | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | EDUCATION | $100,000 |
| REMOTE AREA MEDICAL FOUNDATION CALIFORNIA (CALIFORNIA CAREFORCE) | |||||||
| 950 RESERVE DRIVE SUITE 120 | ROSEVILLE | CA | 95678 | NONE | 501(C)(3) | MEDICAL CARE FOR THOSE IN NEED | $100,000 |
| THE BARBARA SINATRA CHILDREN'S CENTER AT EISENHOWER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | CHILDREN'S HEALTH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,108,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,108,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,108,220 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (17 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| ROYALTIES: STALAG 17 + BIG CARNIVAL (1953) | 2012-06-01 | $237,347 | $9,230 | 180.000000000000 | $15,823 | $15,823 | $25,053 |
| ROYALTIES: SABRINA (1954) | 2012-06-01 | $597,393 | $23,232 | 180.000000000000 | $39,826 | $39,826 | $63,058 |
| ROYALTIES: SEVEN YEAR ITCH, THE (1955) | 2012-06-01 | $721,300 | $28,051 | 180.000000000000 | $48,087 | $48,087 | $76,138 |
| ROYALTIES: WITNESSES FOR THE PROSECUTION (1957) | 2012-06-01 | $131,833 | $5,127 | 180.000000000000 | $8,789 | $8,789 | $13,916 |
| ROYALTIES: SPIRIT OF ST. LOUIS, THE (1957) | 2012-06-01 | $63,853 | $2,483 | 180.000000000000 | $4,257 | $4,257 | $6,740 |
| ROYALTIES: SOME LIKE IT HOT (1959) | 2012-06-01 | $1,788,413 | $69,549 | 180.000000000000 | $119,228 | $119,228 | $188,777 |
| ROYALTIES: APARTMENT, THE (1960) | 2012-06-01 | $831,253 | $32,327 | 180.000000000000 | $55,417 | $55,417 | $87,744 |
| ROYALTIES: ONE, TWO, THREE (1961) | 2012-06-01 | $2,487 | $97 | 180.000000000000 | $166 | $166 | $263 |
| ROYALTIES: IRMA LA DOUCE (1963) | 2012-06-01 | $462,747 | $17,996 | 180.000000000000 | $30,850 | $30,850 | $48,846 |
| ROYALTIES: KISS ME STUPID (1964) | 2012-06-01 | $104,307 | $4,056 | 180.000000000000 | $6,954 | $6,954 | $11,010 |
| ROYALTIES: FORTUNE COOKIE, THE (1966) | 2012-06-01 | $116,647 | $4,536 | 180.000000000000 | $7,776 | $7,776 | $12,312 |
| ROYALTIES: PRIVATE LIFE OF SHERLOCK HOLMES (1970) | 2012-06-01 | $2,560 | $100 | 180.000000000000 | $171 | $171 | $271 |
| ROYALTIES: AVANTI! (1972) | 2012-06-01 | $16,440 | $639 | 180.000000000000 | $1,096 | $1,096 | $1,735 |
| ROYALTIES: FRONT PAGE, THE (1974) | 2012-06-01 | $53,800 | $2,092 | 180.000000000000 | $3,587 | $3,587 | $5,679 |
| RESIDUALS: DIRECTORS GUILD OF AMERICA | 2012-06-01 | $218,767 | $8,508 | 180.000000000000 | $14,584 | $14,584 | $23,092 |
| RESIDUALS: WRITERS GUILD OF AMERICA | 2012-06-01 | $118,707 | $4,616 | 180.000000000000 | $7,914 | $7,914 | $12,530 |
| ROYALTIES: EUROPEAN FILM COLLECTIONS | 2012-06-01 | $20,000 | $778 | 180.000000000000 | $1,333 | $1,333 | $2,111 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| ROYALTIES: STALAG 17 + BIG CARNIVAL (1953) | $237,347 | $25,053 | $212,294 | $212,294 |
| ROYALTIES: SABRINA (1954) | $597,393 | $63,058 | $534,335 | $534,335 |
| ROYALTIES: SEVEN YEAR ITCH, THE (1955) | $721,300 | $76,138 | $645,162 | $645,162 |
| ROYALTIES: WITNESSES FOR THE PROSECUTION (1957) | $131,833 | $13,916 | $117,917 | $117,917 |
| ROYALTIES: SPIRIT OF ST. LOUIS, THE (1957) | $63,853 | $6,740 | $57,113 | $57,113 |
| ROYALTIES: SOME LIKE IT HOT (1959) | $1,788,413 | $188,777 | $1,599,636 | $1,599,636 |
| ROYALTIES: APARTMENT, THE (1960) | $831,253 | $87,744 | $743,509 | $743,509 |
| ROYALTIES: ONE, TWO, THREE (1961) | $2,487 | $263 | $2,224 | $2,224 |
| ROYALTIES: IRMA LA DOUCE (1963) | $462,747 | $48,846 | $413,901 | $413,901 |
| ROYALTIES: KISS ME STUPID (1964) | $104,307 | $11,010 | $93,297 | $93,297 |
| ROYALTIES: FORTUNE COOKIE, THE (1966) | $116,647 | $12,312 | $104,335 | $104,335 |
| ROYALTIES: PRIVATE LIFE OF SHERLOCK HOLMES (1970) | $2,560 | $271 | $2,289 | $2,289 |
| ROYALTIES: AVANTI! (1972) | $16,440 | $1,735 | $14,705 | $14,705 |
| ROYALTIES: FRONT PAGE, THE (1974) | $53,800 | $5,679 | $48,121 | $48,121 |
| RESIDUALS: DIRECTORS GUILD OF AMERICA | $218,767 | $23,092 | $195,675 | $195,675 |
| RESIDUALS: WRITERS GUILD OF AMERICA | $118,707 | $12,530 | $106,177 | $106,177 |
| ROYALTIES: EUROPEAN FILM COLLECTIONS | $20,000 | $2,111 | $17,889 | $17,889 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,183 | LegalFeesAmt |
| Net Investment Income | $4,183 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $31 | $31 | $0 |
| TRUST ASSET RECOVERY EXPENSES | $44,389 | $0 | $0 |
| FILING FEES | $180 | $0 | $0 |
| AMORTIZATION | $365,858 | $365,858 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,108,220 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,108,220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,108,220 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMMISSIONS | CategoryTxt |
| Amt | $36,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT INCOME EXCISE TAX | CategoryTxt |
| Amt | $7,316 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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