GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GALE FAMILY FOUNDATION INC (EIN 95-4774225)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-02
- IRS object ID
- 201441839349100804
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-02T18:52:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | 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 | 954774225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104770450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24950 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA J GALE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104770450 | PhoneNum |
| Signature | 2014-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS ABRAMSON | PreparerPersonNm |
| PTIN | P00243720 | PTIN |
| Phone | 3104770450 | 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 | $826,441 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,070 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $156 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $78 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $78 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,808 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,808 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,771 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136 | CashBOYAmt |
| Cash EOY | $690 | CashEOYAmt |
| Cash EOYFMV | $690 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,218 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,218 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $794,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $815,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $815,533 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $825,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $826,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $826,441 | 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 | $825,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $826,441 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $825,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $826,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $825,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $826,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $825,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,986 | OtherIncreasesAmt |
| Subtotal | $826,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $826,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,502.94 SH PIMCO COMMODITIES PLUS STRATEGY | P | 2013-09-12 | 2013-12-06 | $16,063 | $16,400 | -$337 | -$337 |
| 887.54 SH PIMCO COMMODDITY REAL | P | 2012-01-24 | 2013-09-11 | $5,053 | $6,000 | -$947 | -$947 |
| 1,529.92 SH PIMCO STOCKPLUS AR | P | 2012-01-24 | 2013-05-03 | $4,997 | $6,000 | -$1,003 | -$1,003 |
| 457.57 SH COLUMBIA ACORN INTERNATIONAL | P | 2010-02-03 | 2013-12-06 | $21,895 | $15,500 | $6,395 | $6,395 |
| 6,666.67 SH OPPENHEIMER INTL BOND | P | 2010-02-03 | 2013-09-11 | $39,982 | $42,417 | -$2,435 | -$2,435 |
| 1,961.98 SH PIMCO COMMODITY REAL | P | 2013-09-11 | $11,171 | $13,200 | -$2,029 | -$2,029 | |
| 7,766.45 SH PIMCO REAL RETURN BOND | P | 2010-02-03 | 2013-09-11 | $85,413 | $85,000 | $413 | $413 |
| 3,124.24 SH PIMCO STOCKPLUS | P | 2010-02-03 | 2013-05-03 | $10,204 | $15,500 | -$5,296 | -$5,296 |
| CAPITAL GAINS DIVIDENDS | P | $4,211 | $4,211 | $4,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,028 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,280 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $807,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $808,815 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046060 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,282 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $789,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045971 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,013 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $727,586 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065989 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,271 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $884,837 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054554 | DistributionYr5Rt |
| Total Distribution | 0.262428 | TotalDistributionRt |
| Average Distribution | 0.052486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $819,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,152 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,134 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $262 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $262 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $538 | OverpaymentAmt |
| Applied To ES Tax | $538 | 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 | MOSS ADAMS LLP | IndividualWithBooksNm |
| Phone | 3104770450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24950 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| TINA J GALE | ||||||||
| PO BOX 24950 | LOS ANGELES | CA | 90024 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| M ROBERT GALE | ||||||||
| PO BOX 24950 | LOS ANGELES | CA | 90024 | SECRETARY/DIRECTOR/CFO | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $805,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $832,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $832,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $819,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $262 | TotalTaxAmt |
| Distributable Before Adj | $40,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,021 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,021 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $40,608 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TINA J GALE | ContributingManagerNm |
| Contributing Manager | M ROBERT GALE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PC | TO PROVIDE GUIDE DOGS FREE OF CHARGE TO THE BLIND | $4,000 |
| GIRLS INCORPORATED OF CARPINTERIA | |||||||
| 5315 FOOTHILL ROAD | CARPINTERIA | CA | 93013 | NONE | PC | TO INSPIRE AND EMPOWER GIRLS AND WOMEN TO ACHIEVE PERSONAL, SOCIAL, POLITICAL, AND ECONOMIC SUCCESS | $1,000 |
| TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION | |||||||
| PO BOX 30215 | WALNUT CREEK | CA | 94598 | NONE | PC | TO SAVE DOGS AND CATS WHO HAVE RUN OUT OF TIME AT PUBLIC SHELTERS AND BRING PEOPLE AND ANIMALS TOGETHER TO ENRICH EACH OTHERS LIVES | $600 |
| FRIENDS OF THE MONTECITO LIBRARY | |||||||
| PO BOX 5788 | SANTA BARBARA | CA | 93108 | NONE | PC | TO PROVIDE SERVICES TO LOCAL LIBRARY | $500 |
| THE AMANDA FOUNDATION | |||||||
| 351 N FOOTHILL RD | BEVERLY HILLS | CA | 90210 | NONE | PC | RESCUE ABUSED, ABANDONED, AND UNWANTED ANIMALS AND ADOPT THEM TO LIVING FAMILIES GIVING THEM PERMANENT HOMES | $4,330 |
| NATIONAL MS SOCIETY | |||||||
| 2440 S SEPULVEDA BLVD NO 115 | LOS ANGELES | CA | 90064 | NONE | PC | TO MOBILIZE PEOPLE AND RESOURCES TO DRIVE RESEARCH FOR A CURE AND TO ADDRESS THE CHALLENGES OF EVERYONE AFFECTED BY MS | $100 |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 483 TENTH AVENUE NO 410 | NEW YORK | NY | 10018 | NONE | PC | TO DEVELOP EDUCATIONAL PROGRAMS TO END THE CYCLE OF DOMESTIC VIOLENCE AND SAVE LIVES | $500 |
| PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY | |||||||
| ONE EMBARCADERO CENTER | SAN FRANCISCO | CA | 94111 | NONE | PC | CHAMPION FREEDOM, OPPORTUNITY AND RESPONSIBILITY BY ADVANCING FREE-MARKET POLICY SOLUTIONS | $1,000 |
| HEARST CASTLE PRESERVATION FOUNDATION | |||||||
| PO BOX 192955 | SAN FRANCISCO | CA | 94119 | NONE | PC | CONSERVATION AND PROMOTION OF HEARST CASTLE | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 100041838 | NONE | PC | TO FIND A CURE FOR JUVENILE DIABETES | $1,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | PC | TO EMPOWER VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY | $1,491 |
| WE SPARK | |||||||
| 13520 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PC | TO ENHANCE THE QUALITY OF LIFE FOR CANCER PATIENTS, THEIR FAMILIES AND FRIENDS | $500 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | NONE | PC | TO HELP CHILDREN AND ADULTS WHO ARE BLIND, VISUALLY IMPAIRED, OR MULTI-DISABLED TO ACHIEVE INDEPENDENCE | $2,000 |
| AMERICA'S VETDOGS | |||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PC | TO ASSIST DISABLED VETERANS AND ACTIVE MILITARY PERSONNELL AND THOSE WHO HAVE SERVED OUR COUNTRY | $6,000 |
| THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 101286804 | NONE | PC | TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES | $5,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD NO 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO HONOR AND EMPOWER WOUNDED WARRIORS | $10,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,771 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,042 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - 1692 | StockNm |
| EOY Book Value | $815,533 | EOYBookValueAmt |
| EOYFMV | $815,533 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $156 | LegalFeesAmt |
| Net Investment Income | $78 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $78 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $27,986 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,808 | Amt |
| Net Investment Income | $4,808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX | $10 | $0 | $10 |
| FOREIGN TAXES | $108 | $108 | $0 |
| REGISTRATION FILING FEE | $25 | $0 | $25 |
| FEDERAL TAX PAYMENTS | $235 | $0 | $0 |
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