TRUMAN CAPOTE CHARITABLE TR 010193: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRUMAN CAPOTE CHARITABLE TR 010193 (EIN 95-6957275)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-16
- IRS object ID
- 201403209349100205
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-16T17:37:10-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHARD TINGLOF | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD PENTHOUSE 22 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90069 | 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 | 956957275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE TRUST UW OF T CAPOTE | BusinessNameLine1 |
| Business Name Line2 | THE TRUMAN CAPOTE LITERARY TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHEPHARD MCILWEE TINGLOF | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3108582200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD PH 22 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90069 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN U SCHWARTZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3108582200 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S TINGLOF | PreparerPersonNm |
| PTIN | P00713884 | PTIN |
| Phone | 3108582200 | 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 | $13,615,344 | 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 | $33,115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,492,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $742,338 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $742,338 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $892,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892,616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $90,219 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $40,053 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $50,166 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,653 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,379 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,274 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,497 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $904 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,832 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,832 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $491,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $491,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $834,565 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $737,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,889 | CashBOYAmt |
| Cash EOY | $47,903 | CashEOYAmt |
| Cash EOYFMV | $47,904 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,915,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,236,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,282,013 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $399,500 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $699,500 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $630,169 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,090,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,502,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,834,789 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $414,814 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $409,237 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $420,469 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $6,400,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,837,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,895,489 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,615,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,837,438 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,895,489 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,837,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,895,489 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,837,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,895,489 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,837,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,051 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,895,489 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,895,489 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GUARDIAN SHORT TERM GAIN/LOSS | P | 2013-01-02 | 2013-03-05 | $1,536,473 | $1,538,000 | -$1,527 | -$1,527 |
| NATIONAL FINANCIAL SERVICES SHORT TERM GAIN/LOSS | P | 2013-02-28 | 2013-12-02 | $750,000 | $750,000 | ||
| NATIONAL FINANCIAL SERVICES LONG TERM GAIN/LOSS | P | 2012-01-23 | 2013-02-01 | $200,000 | $200,000 | ||
| CAPITAL GAIN DIVIDENDS | P | $6,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,742 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,742 | SubtotalAmt |
| Tax Based On Investment Income | $14,742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,921 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,921 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $149 | EsPenaltyAmt |
| Overpayment | $3,030 | OverpaymentAmt |
| Applied To ES Tax | $3,030 | 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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHARD MCILWEE TINGLOF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108582200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 SUNSET BLVD PH 22 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90069 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN U SCHWARTZ ESQ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 CENTURY PARK EAST STE1900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 13.2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $115,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENBERG TRAURIG LLP | |||||
| 1840 CENTURY PARK EAST SUITE 1900 | LOS ANGELES | CA | 90067 | LEGAL | $90,219 |
| SHEPHARD MCILWEE TINGLOF | |||||
| 9200 SUNSET BLVD PENTHOUSE 22 | LOS ANGELES | CA | 90069 | ACCOUNTING | $50,653 |
| 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 | $4,624,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,912,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,937,168 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,937,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,728,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $686,406 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $686,406 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,742 | TotalTaxAmt |
| Distributable Before Adj | $671,664 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $671,664 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $671,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,877 | 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 | $652,877 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $652,877 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $671,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $604,146 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $604,146 | AppliedToYear1Amt |
| Applied To Current Year | $48,731 | 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 |
| Undistributed Income CY | $622,933 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN U SCHWARTZ ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1840 CENTURY PARK EAST SUITE 1900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90067 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3105866517 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN STATEMENT ON LETTERHEAD IDENTIFYING THE ORGANIZATION, STATING THAT THE ORGANIZATION IS IN FACT AN EXEMPT CHARITABLE ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINE AS LONG AS REQUESTS ARE RECEIVED WITHIN A REASONABLE PERIOD OF TIME PRIOR TO TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROSPECTIVE DONEES MUST BE AN ACCREDITED COLLEGE OR UNIVERSITY AND BE LOCATED IN THE US & QUALIFY UNDER IRC SEC 501(C)(3) AS AN EXEMPT ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | FELLOWSHIP-CREATIVE WRITING | $40,000 | |
| UNIVERSITY OF IOWA | |||||||
| 101 JESSUP HALL | IOWA CITY | IA | 52244 | NONE | SCHOLARSHIP-CREATIVE WRITING | $151,000 | PUBLIC CHARITY |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06251 | NONE | FELLOWSHIP-CREATIVE WRITING | $50,000 | PUBLIC CHARITY |
| INSTITUTE OF AMERICAN INDIAN ARTS | |||||||
| PO BOX 22370 | SANTA FE | NM | 87502 | NONE | SCHOLARSHIP-CREATIVE WRITING | $40,000 | PUBLIC CHARITY |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET SUITE 400 | ITHICA | NY | 14850 | NONE | LECTURESHIP | $50,200 | PUBLIC CHARITY |
| UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870101 | TUSCALOOSA | AL | 35487 | NONE | SCHOLARSHIP-CREATIVE WRITING | $70,000 | PUBLIC CHARITY |
| RUTGERS UNIVERSITY | |||||||
| 7 COLLEGE AVENUE WINANTS HALL | NEW BRUNSWICK | NJ | 08901 | NONE | FELLOWSHIP-CREATIVE WRITING | $10,000 | PUBLIC CHARITY |
| BROOKLYN COLLEGE | |||||||
| 2900 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | SCHOLARSHIP-CREATIVE WRITING | $40,000 | PUBLIC CHARITY |
| UNIVERSITY OF MONTANA | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | SCHOLARSHIP-CREATIVE WRITING | $40,000 | PUBLIC CHARITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $491,200 | 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 | $33,115 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,173 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $742,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,990 | 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 | $892,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $892,616 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $50,653 | Amt |
| Net Investment Income | $29,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,274 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $409,237 | EOYBookValueAmt |
| EOYFMV | $420,469 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $4,502,786 | EOYBookValueAmt |
| EOYFMV | $4,834,789 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $699,500 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $630,169 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COPYRIGHTS | CategoryOrItemTxt |
| EOYFMV | $6,400,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $90,219 | LegalFeesAmt |
| Net Investment Income | $40,053 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50,166 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $45 | $45 | |
| COMMISSIONS-AGENT | $9,791 | $9,791 | |
| COPYRIGHT VALUATION | $16,250 | $16,250 | |
| OUTSIDE SERVICES | $4,000 | $4,000 | |
| DUES | $55 | $55 | |
| INVESTMENT MANAGEMENT | $11,387 | $11,387 | |
| MESSENGER | $291 | $291 | |
| OFFICE EXPENSE | $4,269 | $4,269 | |
| POSTAGE | $109 | $109 | |
| STATE FILING FEES | $160 | $160 | |
| STORAGE | $159 | $159 | |
| RESEARCH | $94 | $94 | |
| TELEPHONE | $473 | $473 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COPYRIGHT ROYALTIES | Desc |
| Revenue And Expenses Per Books | $742,338 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $742,338 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $0 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT FEES | CategoryTxt |
| Amt | $6,497 | Amt |
| Net Investment Income | $6,497 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FED TAX - PY NET OF REFUND | $11,677 | |
| FEDERAL TAXES - CURRENT YEAR | $14,500 | |
| FOREIGN TAXES | $904 | $904 |
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