WEST FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
WEST FAMILY FOUNDATION (EIN 95-4776335)
Tax period
2012-12-01 to 2013-11-30
Filed
2014-03-10
IRS object ID
201420699349100412
Schema version
2012v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-03-10T18:21:12-05:00Timestamp
Tax Period End Date2013-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSENBERG COHEN & GILBERTBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115300 VENTURA BLVD STE 304AddressLine1
CitySHERMAN OAKSCity
StateCAState
ZIP Code914035831ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954776335EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WEST FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWESTNameControl
Phone3103988624Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1811 DEVON AVEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTODD WESTName
TitleSECRETARYTitle
Phone3103988624Phone
Date Signed2014-01-31DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLEWIS L COHENName
Phone8187833577Phone
Date Prepared2014-03-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1538334FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss96000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss290InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm290InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss23370DividendsRevAndExpnss
Dividends Net Invst Incm23370DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss135268NetGainSaleAssetsRevAndExpnss
Gross Sales Price710439GrossSalesPrice
Capital Gain Net Incm Net Invst Incm135268CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses254928TotalRevenueAndExpenses
Total Net Investment Income158928TotalNetInvestmentIncome
Taxes Rev And Expnss3539TaxesRevAndExpnss
Other Expenses Rev And Expnss673OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss4212TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss57709ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps57709ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss61921TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps57709TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses193007ExcessOfRevenueOverExpenses
Net Investment Income158928NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY17420CashBOY
Cash EOY20297CashEOY
Cash EOYFMV20297CashEOYFMV
Savings And Temp Cash Invst BOY179941SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY534088SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV534088SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY968557InvestmentsCorpStockBOY
Investments Corp Stock EOY804540InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV983949InvestmentsCorpStockEOYFMV
Total Assets BOY1165918TotalAssetsBOY
Total Assets EOY1358925TotalAssetsEOY
Total Assets EOYFMV1538334TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY1165918RetainedEarningsBOY
Retained Earnings EOY1358925RetainedEarningsEOY
Total Net Assets BOY1165918TotalNetAssetsBOY
Total Net Assets EOY1358925TotalNetAssetsEOY
Total Liabilities Net Assets BOY1165918TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1358925TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1165918TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses193007ExcessOfRevenueOverExpenses
Subtotal1358925Subtotal
Total Net Assets Fund Balances EOY1358925TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPUBLICLY TRADED SECURITIESDescriptionOfAsset
How AcquiredPHowAcquired
Gross Sales Price710439GrossSalesPrice
Cost Or Other Basis575171CostOrOtherBasis
Gain Or Loss135268GainOrLoss
Gains Minus Excess Or Losses135268GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income135268CapitalGainNetIncome
Net Short Term Capital Gain Or Loss135268NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxtrueLiableFor4942Tax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3179InvestmentIncomeExciseTax
Subtotal3179Subtotal
Tax Based On Investment Income3179TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1350EstTaxPaymentsAndOverpayment
Total Credits And Payments1350TotalCreditsAndPayments
Tax Due1829TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTODD WESTBooksInCareOfPersonName
Books In Care Of Phone Number3103988624BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1811 DEVON AVEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
HOWARD WEST
811 DEVON AVELOS ANGELESCA90024PRESIDENT1.00000
TODD WEST
5430 SELMARINECULVER CITYCA90230SECRETARY5.00000
DAYNA WEST
811 DEVON AVELOS ANGELESCA90024DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1009969AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances445901AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1455870TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets1455870AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable21838CashDeemedCharitable
Net Noncharitable Assets1434032NetNoncharitableAssets
Minimum Investment Return71702MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return71702MinimumInvestmentReturn
Tax Based On Investment Income3179TaxBasedOnInvestmentIncome
Total Tax3179TotalTax
Distributable Amount Before Adj68523DistributableAmountBeforeAdj
Distributable Amount Before Ded68523DistributableAmountBeforeDed
Distributable Amount As Adjusted68523DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions57709ExpensesAndContributions
Qualifying Distributions57709QualifyingDistributions
Adj Qualifying Distributions57709AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted68523DistributableAmountAsAdjusted
Undistributed Income Prior Year57709UndistributedIncomePriorYear
Qualifying Distributions57709QualifyingDistributions
Applied To Year157709AppliedToYear1
Undistributed Income CY68523UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AIDS LIFECYCLE
DEPT 24705 PO BOX 39000SAN FRANCISCOCA94139NONE501C3AIDS RESEARCH$300
ASHEVILLE HUMANE SOCIETY
14 FOREVER FRIEND LNASHEVILLENC28806NONE501C3PET ADOPTION & ANIMAL CONTROL SVCS.$2,000
AVON WALK FOR BREAST CANCER
PO BOX 742509CINCINNATIOH452742509NONE501C3RESEARCH FOR BREAST CANCER CURE$1,000
BREAST CANCER ACTION
55 NEW MONTGOMERY 323SAN FRANCISCOCA94105NONE501C3BREAST CANCER RESEARCH$1,000
CEDARS SINAI COACH FOR KIDS
8700 BEVERLY BLVD 2416LOS ANGELESCA90048NONE501C3MOBILE FACILITIES LOW INCOME KIDS$600
CENTER FOR THE PARTIALLY SIGHTED
12301 WILSHIRE BLVD 600LOS ANGELESCA90025NONE501C3AID FOR THOSE W/ POOR VISION$1,000
CONCERN FOUNDATION
8383 WILSHIRE BLVD 337BEVERLY HILLSCA90211NONE501C3CANCER RESEARCH.$1,500
DANIEL WEBSTER MIDDLE SCHOOL
11330 GRAHAM PLACELOS ANGELESCA90064NONE501C3CLASSROOM SUPPLIES$2,000
GEORGE WHITE ELEM SCH
25422 CHAPPAROSA PARK DRLAGUNA NIGUELCA92677NONE501C3ENHANCE EDUCATION$1,200
GOBBLE GOBBLE GIVE
6722 FERNHILL DRMALIBUCA90265NONE501C3THANKSGIVING DINNER FOR HOMELESS$1,000
HIP HOP SISTERS
14431 VENTURA BLVD 120SHERMAN OAKSCA91423NONE501C3SUPPORT FOR WOMEN & YOUTH$1,000
JEWISH COMMUNITY FOUND
6505 WILSHIRE BLVD 1200LOS ANGELESCA90048NONE501C3COMMUNITY AID$26,009
LOST HEARTS & SOULS HORSE RESCUE
616 HUNTER LANESANTA ROSACA95404NONE501C3RESCUE & PLACEMENT OF HORSES$100
LOYOLA HIGH SCHOOL
1901 VENICE BLVDLOS ANGELESCA90006NONE501C3FOR SCIENCE/DENTRISTRY PROGRAMS$5,000
MARIN PREPARATORY SCHOOL
117 DIAMOND STSAN FRANCISCOCA94114NONE501C3EDUCATION$2,000
NEW LIFE K-9 RESCUE
13636 VENTURA BLVD 465SHERMAN OAKSCA91423NONE501C3SAVING HOMELESS ANIMALS$2,500
ONE VOICE
1288 15TH STREETSANTA MONICACA90404NONE501C3COLLEGE PREP FOR INNER CITY HIGH STU$5,000
ST JUDE CHILDREN'S RES HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501C3RESEARCH & TREATMENT OF SICK KIDS$500
STUART KETCHUM DOWNTOWN YMCA
401 S HOPE STLOS ANGELESCA90071NONE501C3FOSTERING YOUTH DEVELOPMENT$500
TOWER CANCER RESEARCH FOUND
427 N CANON DRIVE 108BEVERLY HILLSCA90210NONE501C3CANCER RESEARCH$1,500
VENICE LUTHERAN PTSL
815 VENICE BLVDVENICECA90292NONE501C3RESOURCES FOR ACADEMIC PROGRAMS$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year57709TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$290ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$23,370ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$135,268ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$158,928ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA158928TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualM WEST CHARITABLE LEAD TRUSTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1811 DEVON AVEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions96000AggregateContributions
Person Contribution TypeXPersonContributionType

Compensation Explanation CompensationExplanation

Compensation Compensation (3 entries)

HOWARD WEST
TODD WEST
DAYNA WEST

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (48 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
125 SH. LIBERTY MEDIA INTERACTIVE50323510
1 SH. BERKSHIRE HATHAWAY HLDG44720174750
5,210 SH. GENERAL ELECTRIC154860138899
25 SH. LIBERTY GLOBAL A18342145
25 SH. LIBERTY GLOBAL C40772036
3,300 SH. PFIZER INC.73936104709
600 SH. VERIZON COMM
1,900 SH VERIZON5371894278
50 SH. IDEARC INC.1255
33 SH. LIBERTY MEDIA A12905064
33 SH STARZ COMM113933
500 SH. MEDTRONIC
5,500 SH. HARRIS & HARRIS GROUP2872417765
500 SH. YAHOO1203018490
2,000 SH. NII HOLDINGS285705080
2,000 SH. MICROSOFT
1,000 SH MICROSOFT2491538130
1,000 SH MICROSOFT2663038130
750 SH. EXELON CORP.3290520183
4,000 SH. B OF A CORP
2,500 IRRIDIUM COMMUNICATIONS
3,000 CISCO SYSTEMS
1,300 TEVA PHARMACEUTICALS5954752988
200 TEVA PHARMACEUTICALS76268152
300 ENTERGY CORP.
1,500 VCA ANTECH
ACCRUED INCOME2240
500 CATERPILLAR4816442300
550 DAIMLER AG
1,000 CISCO SYSTEMS
250 REPUBLIC SERVICES INC.
500 COINSTAR
1,500 IRIDUIM COMMUNICATIONS
1,000 SOLAZYME INC.
4,000 SONY
1,000 SONY978018300
6 LIBERTY VENTURES656729
500 ACACIA RESEARCH110557440
700 YUM BRANDS4496454376
817 PALO ALTO NETWORKS3892040809
180 WALGREEN CO807710656
600 BROADCOM CORP.1596816014
2,400 IRIDIUM COMMUNICATIONS1600914760
300 CORRECTIONS CORP984610005
300 TRANSCANADA CORP.1315613317
500 TUMI HOLDINGS INC.1033012000
100 CITRIX SYSTEMS58965932
150 EDWARDS LIFESCIENCES99379829

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
BANK CHARGES & FEES68
POSTAL FEES605

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategoryAmountAmount
FTB$10
FOREIGN TAX WITHHELD$792
IRS$2,667
CALIFORNIA SECRETARY OF STATE$70

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