JESS & PALMA MORGAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JESS & PALMA MORGAN FOUNDATION (EIN 95-4279684)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349101889
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T16:03:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952483169 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESS S MORGAN & COMPANY INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | 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 | 954279684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JESS AND PALMA MORGAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JESS | BusinessNameControlTxt |
| Phone | 3236342400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BOULEVARD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN J OLLWEILER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3236342400 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY D BODNER | PreparerPersonNm |
| PTIN | P00396713 | PTIN |
| Phone | 3236342400 | 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 | $143,109 | 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 | $96,961 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,976 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,976 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,887 | CashBOYAmt |
| Cash EOY | $2,275 | CashEOYAmt |
| Cash EOYFMV | $2,275 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,600 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,234 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $103,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $128,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,109 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $103,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $128,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $128,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $128,156 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,156 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS | P | 2013-05-31 | 2013-05-31 | $195 | $195 | $195 | |
| 20SHS ISHARES RUSSELL 3000 | P | 2013-03-07 | 2013-06-06 | $1,904 | $62 | $62 | $1,842 |
| 7SHS ISHARES US INDUSTRIAL | P | 2013-03-07 | 2013-08-08 | $614 | $46 | $46 | $568 |
| 10SHS SELECT SECTOR SPDR HEALTHCARE | P | 2013-03-07 | 2013-08-08 | $502 | $55 | $55 | $447 |
| 11SHS SELECT SECTOR SPDR CONS STPLS | P | 2013-03-07 | 2013-08-08 | $449 | $23 | $23 | $426 |
| 10SHS SPDR TECHNOLOGY SECTOR | P | 2013-03-07 | 2013-08-08 | $313 | $9 | $9 | $304 |
| 100SHS ISHARES RUSSELL 3000 | P | 2013-03-07 | 2013-08-12 | $2,116 | $182 | $182 | $1,934 |
| 100SHS AMGEN, INC | P | 1990-01-17 | 2013-12-06 | $11,398 | $5,984 | $5,984 | $5,414 |
| 100SHS CELGENE CORP | P | 2011-02-01 | 2013-12-06 | $16,544 | $10,604 | $10,604 | $5,940 |
| 300SHS GILEAD SCIENCES, INC | P | 2010-05-28 | 2013-12-06 | $22,175 | $15,816 | $15,816 | $6,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,976 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $142,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $59,888 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.371093 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,245 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,284 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.573773 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $71,356 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.729693 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,354 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $104,985 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.384379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,558 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $220,017 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.293423 | DistributionYr5Rt |
| Total Distribution | 4.352361 | TotalDistributionRt |
| Average Distribution | 0.870472 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $78,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,040 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,379 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $106,550 | 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 | $339 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $339 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $339 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $339 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JESS S MORGAN COMPANY INC | IndividualWithBooksNm |
| Phone | 3236342400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900363697 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PALMA S MORGAN | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| GARY LEVENSTEIN | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | CFO & DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN J OLLWEILER | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| GENE TORNCELLO | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $79,354 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $79,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $78,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $339 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $339 | TotalTaxAmt |
| Distributable Before Adj | $3,569 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,569 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,569 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $339 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,569 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,681 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,167 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,591 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $139,006 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $295,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,981 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $398,198 | 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 | $53,681 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $344,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,167 | ExcessFromYear4Amt |
| Excess From Year3 | $48,772 | ExcessFromYear3Amt |
| Excess From Year2 | $18,591 | ExcessFromYear2Amt |
| Excess From Year1 | $139,006 | ExcessFromYear1Amt |
| Excess From Current Year | $102,981 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PALMA S MORGAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAMLA S MORGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3236342400 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOOTHILL PRESBYTERIAN HOSPITAL | |||||||
| 1115 S SUNSET AVE | WEST COVINA | CA | 91790 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| UCLA FOUNDATION | |||||||
| 924 WESTWOOD BLVD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ST PAUL THE APOSTLE PARISH | |||||||
| 10750 OHIO AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| STANDFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| USC - MARSHALL SCHOOL OF BUSINESS | |||||||
| CITIGROUP CENTER | LOS ANGELES | CA | 900898201 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| THE CHURCH OF THE GOOD SHEPHERD | |||||||
| 505 N BEDFORD DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,550 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STANDFORD GRADUATE SCHOOL OF BUSINESS | |||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| USC - MARSHALL SCHOOL OF BUSINESS | |||||||
| CITIGROUP CENTER | LOS ANGELES | CA | 900898201 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $140,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $935 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,976 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,912 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PALMA S MORGAN | |||||||
| 1 | 5900 WILSHIRE BLVD STE 2300 | LOS ANGELES | CA | 90036 | $8,122 | Yes (X) | |
| PALMA S MORGAN | |||||||
| 2 | 5900 WILSHIRE BLVD STE 2300 | LOS ANGELES | CA | 90036 | $7,722 | Yes (X) | |
| PALMA S MORGAN | |||||||
| 3 | 5900 WILSHIRE BLVD STE 2300 | LOS ANGELES | CA | 90036 | $7,292 | Yes (X) | |
| PALMA S MORGAN | |||||||
| 4 | 5900 WILSHIRE BLVD STE 2300 | LOS ANGELES | CA | 90036 | $3,825 | Yes (X) | |
| PALMA S MORGAN | |||||||
| 5 | 5900 WILSHIRE BLVD STE 2300 | LOS ANGELES | CA | 90036 | $70,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150SHS AMGEN, INC | $17,118 | 2013-12-06 |
| 2 | 130SHS CELGENE CORP | $21,636 | 2013-12-06 |
| 3 | 344SHS GILEAD SCIENCES, INC | $25,453 | 2013-12-06 |
| 4 | 325SHS ISHARES US HOME CONSTRUCTION | $7,348 | 2013-12-06 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $50,281 | EOYBookValueAmt |
| EOYFMV | $65,234 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $60 | $0 | $0 |
| FOREIGN TAXES | $12 | $12 | $0 |
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