LON V SMITH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LON V SMITH FOUNDATION (EIN 95-6045384)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201421329349100997
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T16:48:23-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953886159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMASO DE PRY & DEL CAMPO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S EL MOLINO AVENUE STE 201 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911012563 | 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 | 956045384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LON V SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONV | BusinessNameControlTxt |
| Phone | 3102769306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD NO 300 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902104614 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFAN A KANTARDJIEFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102769306 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE DE PRY | PreparerPersonNm |
| PTIN | P00042087 | PTIN |
| Phone | 6267962404 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| 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 | $27,659,800 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $783,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $783,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,150,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,852 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $671,045 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $671,045 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,070,536 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,070,536 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $139,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,931 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,871 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,580 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,403 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,177 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60,039 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,564 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $95 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $95 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $51,365 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,978 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,387 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,355 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,778 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $337,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $147,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,618,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,618,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,955,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,765,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,880,435 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,028 | CashBOYAmt |
| Cash EOY | $2,851 | CashEOYAmt |
| Cash EOYFMV | $2,851 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,924,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,386 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $20,482,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,443,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,734,712 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,283 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $95 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $500 | LandEOYFMVAmt |
| Other Assets BOY | $18,906 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,666 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,851,351 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,432,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,546,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,659,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $24,432,581 | UnrestrictedBOYAmt |
| Unrestricted EOY | $24,546,932 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,432,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,546,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,432,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,546,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,432,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,547,241 | SubtotalAmt |
| Other Decreases | $309 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,546,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MUTUAL FUNDS | P | $7,026,774 | $6,535,104 | $491,670 | $491,670 |
| CAPITAL GAINS DIVIDENDS | P | $124,182 | $124,182 | $124,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,852 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,746,638 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,284,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064015 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,718,475 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,882,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063924 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,620,378 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,043,289 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062219 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,496,131 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,155,170 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,641,615 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,088,109 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062926 | DistributionYr5Rt |
| Total Distribution | 0.315022 | TotalDistributionRt |
| Average Distribution | 0.063004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,207,466 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,714,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,732,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,765,777 | 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 | $18,804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,956 | OverpaymentAmt |
| Applied To ES Tax | $7,956 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEFAN KANTARDJIEFF | IndividualWithBooksNm |
| Phone | 3102769306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD 300 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| STEFAN A KANTARDJIEFF | ||||||||
| 827 N EDGEMONT ST | LOS ANGELES | CA | 90029 | PRESIDENT | 12.00 | $84,000 | $0 | $0 |
| JOHN L LAHN | ||||||||
| 5703 STONECREST DRIVE | AGOURA HILLS | CA | 91301 | VICE-PRES. | 2.00 | $7,650 | $0 | $0 |
| LAWRENCE S CLARK | ||||||||
| 35 MISTY ACRES ROAD | ROLLING HILLS ESTATES | CA | 90274 | VICE-PRES. | 2.00 | $8,400 | $0 | $0 |
| MATTHEW WHELAN | ||||||||
| 440 FIFTH ST | MANHATTAN BEACH | CA | 90266 | VICE-PRES. | 2.00 | $9,000 | $0 | $0 |
| STEPHAN A RADOS | ||||||||
| 2316 NAPLES | NEWPORT BEACH | CA | 92660 | VICE-PRES. | 2.00 | $9,000 | $0 | $0 |
| MICHAEL LAHN | ||||||||
| 19200 CLYMER ST | PORTER RANCH | CA | 91326 | VICE-PRES. | 2.00 | $750 | $0 | $0 |
| LOUISE OFFIT | ||||||||
| 919 20TH ST APT E | SANTA MONICA | CA | 90403 | SECRETARY-TREASURER | 24.00 | $21,000 | $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 | $23,748,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,849,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,024,187 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,621,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,621,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $414,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,207,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,360,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,360,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,804 | TotalTaxAmt |
| Distributable Before Adj | $1,341,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,341,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,341,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,765,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,765,777 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,804 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,746,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,341,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $377,894 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $312,938 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $345,528 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $402,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $435,919 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,874,808 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,765,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,341,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $424,208 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,299,016 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $377,894 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,921,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $312,938 | ExcessFromYear4Amt |
| Excess From Year3 | $345,528 | ExcessFromYear3Amt |
| Excess From Year2 | $402,529 | ExcessFromYear2Amt |
| Excess From Year1 | $435,919 | ExcessFromYear1Amt |
| Excess From Current Year | $424,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVE STE 200 | LOS ANGELES | CA | 90018 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AFFORDABLE LIVING FOR THE AGING INC | |||||||
| 2029 CENTURY PARK EAST 4393 | LOS ANGELES | CA | 90067 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| AIDS PROJECT LOS ANGELES | |||||||
| 611 S KINGSLEY DR | LOS ANGELES | CA | 90005 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| AIRPORT MARINA COUNSELING SERVICE | |||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ALZHEIMERS ASSOCIATION - LOS ANGELES | |||||||
| 5900 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ALZHEIMERS ASSOCIATION - ORANGE COUNTY CHAPTER | |||||||
| 17771 COWAN 200 | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 611 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| AMERICAN FAMILY HOUSING | |||||||
| 15161 JACKSON ST | MIDWAY CITY | CA | 92655 | NONE | PUBLIC | UNRESTRICTEDUNRESTRICTED | $10,000 |
| AMERICAN RED CROSS | |||||||
| 11355 OHIO AVE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | PHILIPPINES RELIEFPHILIPPINES RELIEF | $20,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| P O BOX 565 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ANGEL FLIGHT WEST INC | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 904053213 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ASIAN PACIFIC HEALTH CARE VENTURE | |||||||
| 1530 HILLHURST AVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ASSISTANCE LEAGUE OF SOUTHERN CALIFORNIA | |||||||
| 1370 NORTH ST ANDREWS PLACE | HOLLYWOOD | CA | 900288592 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BEVERLY HILLS MEALS ON WHEELS | |||||||
| P O BOX 5031 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BEYOND SHELTER | |||||||
| 340N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PUBLIC | UNRESTRICTEDUNRESTRICTED | $7,500 |
| BIG BROTHERSBIG SISTERS OF ORANGE COUNTY | |||||||
| 14131 YORBA ST 200 | TUSTIN | CA | 92780 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BLIND CHILDREN'S CENTER INC | |||||||
| 4120 MARATHON ST | LOS ANGELES | CA | 900293584 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BOOKENDS | |||||||
| 2957 S SEPULVEDA BLVD | LOS ANGELES | CA | 900640338 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOY SCOUTS OF AMERICA - LONG BEACH COUNCIL | |||||||
| 401 EAST 37TH ST | LONG BEACH | CA | 90807 | NONE | PUBLIC | UNRESTRICTED | $3,500 |
| BOY SCOUTS OF AMERICA - LOS ANGELES AREA COUNCIL | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOY SCOUTS OF AMERICA - ORANGE COUNTY COUNCIL | |||||||
| 1211 E DYER RD | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOYS & GIRLS CLUB OF LA HARBOR | |||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS & GIRLS CLUB OF VENICE | |||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO HILLS | CA | 91709 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| 741 N VERMONT AVE | LOS ANGELES | CA | 900293594 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CENTER FOR THE PARTIALLY SIGHTED | |||||||
| 6101 W CENTINELA AVE 150 | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILD SHARE PROGRAM INC | |||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN ST | VAN NUYS | CA | 91411 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA | |||||||
| 1910 MAGNOLIA AVE | LOS ANGELES | CA | 90007 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD 300 | SHERMAN OAKS | CA | 914031784 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN'S CLINIC - LONG BEACH | |||||||
| 2790 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTRY | |||||||
| 455 S MAIN ST | ORANGE | CA | 92868 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| CLARE FOUNDATION INC | |||||||
| 909 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CLAREMONT INST FOR THE STUDY OF STATESMANSHIP | |||||||
| 937 WEST FOOTHILL BLVD E | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 1505 E 17TH ST STE 214 | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| DEVIL PUPS INC | |||||||
| 6300 CANOGA AVE 1300 WEST | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DISCOVERY EYE FOUNDATION | |||||||
| 6222 WILSHIRE BLVD 260 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC | PHILIPPINES RELIEF | $20,000 |
| DOHENY EYE INSTITUTE | |||||||
| 1450 SAN PABLO ST DEI-3050 | LOS ANGELES | CA | 900334697 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EPILEPSY FOUNDATION OF GREATER LOS ANGELES | |||||||
| 5777 WEST CENTURY BLVD 820 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ETTIE LEE HOMES INC | |||||||
| 5146 N MAINE AVE | BALDWIN PARK | CA | 917060339 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FIVE ACRES - THE BOYS & GIRLS AID SOCIETY OF LOS ANGELES | |||||||
| 760 WEST MOUNTAIN VIEW ST | ALTADENA | CA | 910014996 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E WASHINGTON BLVD 300 | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FRED JORDAN MISSIONS | |||||||
| P O BOX 12345 | COVINA | CA | 91722 | NONE | PUBLIC | UNRESTRICTED | $14,000 |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| GIRL SCOUTS OF GREATER LA | |||||||
| 801 S GRAND AVE 300 | LOS ANGELES | CA | 900174621 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| GLENDALE ASSOCIATION FOR RETARDED CHILDREN | |||||||
| 6512 SAN FERNANDO ROAD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| GOOD SHEPHERD SHELTER FOR HOMELESS WOMEN AND CHILDREN | |||||||
| 1650 ROCKWOOD ST | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| GOOD SHEPHERD SHELTER | |||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA | |||||||
| 410 N FAIRVIEW | SANTA ANA | CA | 92703 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA | |||||||
| 342 SAN FERNANDO ROAD | LOS ANGELES | CA | 900311782 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| HATHAWAY-SYCAMORES CHILD & FAMILY SERVICES | |||||||
| 210 S DELACEY AVE 110 | PASADENA | CA | 911052074 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HAVEN HILLS INC | |||||||
| PO BOX 260 | CANOGA PARK | CA | 91305 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HOLLYGROVEEMQ CHILDREN & FAMILY SERVICES | |||||||
| 815 N EL CENTRO AVE | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOOVER INSTITUTE - STANFORD UNIVERSITY | |||||||
| STANFORD UNIVERSITY | STANFORD | CA | 943056010 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| HOPE HAVEN | |||||||
| 1800 18TH STREET | ROCK VALLEY | AZ | 51247 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HORIZON CROSS-CULTURAL COMMUNITY CENTER | |||||||
| 3707 W GARDEN GROVE BLVD | ORANGE | CA | 92868 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HOUSE RESEARCH INSTITUTE | |||||||
| 2100 W THIRD ST 5TH FLOOR | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HUMAN OPTIONS INC | |||||||
| P O BOX 53745 | IRVINE | CA | 926193745 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 NORTH PARK AVE | POMONA | CA | 91768 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| JEWISH BIG BROTHERS ASSOCIATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD 600 | LOS ANGELES | CA | 900484918 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| JOVENES INC | |||||||
| 1208 PLEASANT AVE | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| KOCE-TV FOUNDATION | |||||||
| 3080 BRISTOL ST 400 | COSTA MESA | CA | 92626 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAGUNA COMMUNITY PLAYERS INC | |||||||
| 606 LAGUNA CANYON RD | LAGUNA BEACH | CA | 926521747 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| LAS FAMILIAS DEL PUEBLO | |||||||
| 307 E SEVENTH ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAS FLORISTAS INC | |||||||
| 3820 CHATWIN AVE | LONG BEACH | CA | 90808 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| LEROY HAYNES CENTER FOR CHILDREN & FAMILY SERVICES INC | |||||||
| 233 WEST BASELINE ROAD | LA VERNE | CA | 91750 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 S WESTERN AVE | SAN PEDRO | CA | 907324389 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | |||||||
| 1223 WILSHIRE BLVD STE 435 | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| LOS ANGELES MASTER CHORALE ASSOCIATION | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| LOS ANGELES MISSION INC | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $14,000 |
| LOS ANGELES POLICY ACADEMY MAGNET SCHOOL FOUNDATION | |||||||
| 1529 GILCREST DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MANHATTAN BEACH FRIENDS OF THE LIBRARY | |||||||
| 1320 HIGHLAND AVENUE | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MARYCREST MANOR | |||||||
| 10664 ST JAMES DR | CULVER CITY | CA | 902305498 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MIDNIGHT MISSION | |||||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $14,000 |
| MILITARY WOMEN IN NEED | |||||||
| 10767 NATIONAL BLVD UNIT B | LOS ANGELES | CA | 90034 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PKY 115 | GREEN VALLEY | NV | 89014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NEW DIRECTIONS INC | |||||||
| 11303 WILSHIRE BLVD VA BLDG 116 | LOS ANGELES | CA | 900731003 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NORTHEAST VALLEY HEALTH CORPORATION | |||||||
| 1172 N MACLAY AVE | SAN FERNANDO | CA | 913401300 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||
| 18300 ROSCOE BLVD P O BOX 9000 | NORTHRIDGE | CA | 913289920 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| OPICA ADULT DAY CARE CENTER INC | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ORANGE COUNTY BAR ASSOCIATION | |||||||
| PO BOX 986 | SANTA ANA | CA | 927020986 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PEACE OVER VIOLENCE | |||||||
| 1015 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 9272 JEROMIMO RD 107A | IRVINE | CA | 92618 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 W 213TH ST 100 | TORRANCE | CA | 90501 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PENINSULA COMMITTEE OF THE CHILDREN'S HOSPITAL | |||||||
| PO BOX 801 | PALOS VERDES | CA | 902740801 | NONE | PUBLIC | UNRESTRICTED | $18,500 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO BOX 2361 | PALOS VERDES | CA | 902742361 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PHOENIX HOUSE OF LOS ANGELES | |||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT SISTER FAMILY SERVICES | |||||||
| PO BOX 1369 | POMONA | CA | 917691369 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROVIDENCE LITTLE COMPANY OF MARY COMMUNITY HEALTH FOUNDATION | |||||||
| 1300 W 7TH ST | SAN PEDRO | CA | 90732 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PROYECTO PASTORAL AKA JESUIT HISPANO MINISTRY | |||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PUENTE LEARNING CENTER | |||||||
| 501 S BOYLE AVE | LOS ANGELES | CA | 900333816 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| R M PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DR | VALENCIA | CA | 913551009 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| SANDPIPERS PHILANTHROPY TRUST FUND | |||||||
| P O BOX 72 | HERMOSA BEACH | CA | 90254 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVE | OJAI | CA | 95023 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD 207B | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SOUTH BAY LITERARY COUNCIL INC | |||||||
| 24586 HAWTHORNE BLVD | TORRANCE | CA | 90505 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ST ANNE'S MATERNITY HOME | |||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 900264641 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST BARNABAS SENIOR SERVICES | |||||||
| 675 CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DR | VENICE | CA | 902918633 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ST MARGARET'S CENTER | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | |||||||
| 2200 W 3RD STREET SUITE 200 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| STONE SOUP CHILD CARE PROGRAM | |||||||
| 15910 VENTURA BLVD 1702 | ENCINO | CA | 914362811 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 606 S OLIVE ST 3RD FLOOR | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE BLIND CHILDREN'S LEARNING CENTER OF ORANGE COUNTY | |||||||
| 18542-B VANDERLIP AVE | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE CHRYSALIS CENTER | |||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| THE JEFFREY FOUNDATION | |||||||
| 5470 W WASHINGTON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE JOHN DOUGLAS FRENCH ALZHEIMER'S FOUNDATION | |||||||
| 11620 WILSHIRE BLVD 270 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE MAPLE COUNSELING CENTER | |||||||
| 9107 WILSHIRE BLVD LOWER LEVEL | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE NEWPORT BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 AVOCADO AVE | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE RICHSTONE CENTER | |||||||
| 13620 CORDARY AVE | HAWTHORNE | CA | 90250 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE SABAN FREE CLINIC | |||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 900483476 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD 500 | LONG BEACH | CA | 90802 | NONE | PUBLIC | UNRESTRICTED - $20,000; PHILIPPINES RELIEF - $20,000 | $40,000 |
| THE VIRGINIA AVENUE PROJECT | |||||||
| 3000 W OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| USC - NORRIS CANCER HOSPITAL | |||||||
| 1441 EASTLAKE AVE RM 8302 | LOS ANGELES | CA | 900330800 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $14,000 |
| UNITED WAY - ORANGE COUNTY | |||||||
| 18012 MITCHELL AVE | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE ST T500 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | UNRESTRICTED | $40,000 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 224 IRVINE HALL | IRVINE | CA | 926977550 | NONE | PUBLIC | CANCER SURVEILLANCE PROGRAM | $30,000 |
| UPWARD BOUND HOUSE | |||||||
| 1104 WASHINGTON AVE | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VALLEY COMMUNITY CLINIC | |||||||
| 6801 COLDWATER CANYON AVE | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| VALLEY PRESBYTERIAN HOSPITAL | |||||||
| 15107 VANOWEN ST | VAN NUYS | CA | 91405 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VENICE ARTS MECCA | |||||||
| 1702 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $22,500 |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| VIP COMMUNITY MENTAL HEALTH CENTER | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WEINGART CENTER ASSOCIATION | |||||||
| 566 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| PO BOX 1705 | SAN PEDRO | CA | 90267 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| WESTSIDE CENTER FOR INDEPENDENT LIVING INC | |||||||
| 12901 VENICE BLVD | LOS ANGELES | CA | 90066 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,618,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $783,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,852 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OIL & GAS ROYALTIES | 15 | $657,109 |
| DELAY RENTALS | 15 | $13,936 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,070,536 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,070,536 | 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 | TOMASO, DE PRY & DEL CAMPO | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $14,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| CONFERENCE FURNITURE | 1985-08-31 | $1,674 | $1,674 | SL | 12.000000000000 | $0 | $0 |
| FILE CABINETS | 1988-11-01 | $1,185 | $1,185 | SL | 10.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 1992-11-04 | $757 | $757 | SL | 10.000000000000 | $0 | $0 |
| L-SHAPED DESK | 1995-03-16 | $839 | $839 | SL | 10.000000000000 | $0 | $0 |
| L-SHAPED DESK | 1995-05-05 | $736 | $736 | SL | 10.000000000000 | $0 | $0 |
| 2 TASK CHAIRS | 1995-05-23 | $714 | $714 | SL | 10.000000000000 | $0 | $0 |
| 4 LATERAL FILES | 1995-09-11 | $1,185 | $1,185 | SL | 10.000000000000 | $0 | $0 |
| 3 PEDESTAL FILES | 1995-11-02 | $487 | $487 | SL | 10.000000000000 | $0 | $0 |
| REFRIGERATOR/WATER COOLER | 1999-10-01 | $706 | $706 | SL | 5.000000000000 | $0 | $0 |
| DELL OPTIPLEX 755 COMPUTER & AIO PRINTER | 2008-05-06 | $959 | $864 | SL | 5.000000000000 | $95 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INSTITUIONAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $24,443,029 | BookValueAmt |
| EOYFMV | $25,734,712 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CONFERENCE FURNITURE | $1,674 | $1,674 | $0 |
| FILE CABINETS | $1,185 | $1,185 | $0 |
| CONFERENCE TABLE | $757 | $757 | $0 |
| L-SHAPED DESK | $839 | $839 | $0 |
| L-SHAPED DESK | $736 | $736 | $0 |
| 2 TASK CHAIRS | $714 | $714 | $0 |
| 4 LATERAL FILES | $1,185 | $1,185 | $0 |
| 3 PEDESTAL FILES | $487 | $487 | $0 |
| REFRIGERATOR/WATER COOLER | $706 | $706 | $0 |
| DELL OPTIPLEX 755 COMPUTER & AIO PRINTER | $959 | $959 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE DEPOSIT | $3,906 | $3,906 | $3,906 |
| PREPAID FEDERAL EXCISE TAX | $15,000 | $26,760 | $26,760 |
| OIL & GAS ROYALTY INTERESTS | $0 | $0 | $1,820,685 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ESTIMATED TAX UNDERPAYMENT PENALTY | Description |
| Amount | $309 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $596 | $596 | $0 |
| INSURANCE | $8,366 | $2,928 | $5,438 |
| OFFICE EXPENSE | $6,677 | $2,337 | $4,340 |
| ROYALTY OPERATING | $36,494 | $36,494 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $657,109 | $657,109 | $657,109 |
| DELAY RENTALS | $13,936 | $13,936 | $13,936 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PACIFIC ENERGY GROUP | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRODUCTION | $29,153 | $29,153 | $0 |
| PAYROLL | $8,560 | $2,996 | $5,564 |
| EXCISE (SEC. 4940) | $26,758 | $26,758 | $0 |
| PROPERTY | $972 | $972 | $0 |
| FILING FEES | $160 | $160 | $0 |
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