MAX H GLUCK FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MAX H GLUCK FOUNDATION INC (EIN 95-3979100)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-04
- IRS object ID
- 201303389349100105
- Schema version
- 2012v2.0
- 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
- Land Etc Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-04T13:30:07-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953979100 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Max H Gluck Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAXH | NameControl |
| Phone | 3105197011 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55516 | AddressLine1 |
| City | Sherman Oaks | City |
| State | CA | State |
| ZIP Code | 91413 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jon Kaswick | Name |
| Title | President | Title |
| Date Signed | 2013-12-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Johanna E Zimmerman | Name |
| PTIN | P00227429 | PTIN |
| Phone | 3102766962 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 104239647 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 37797 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37797 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2611298 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2611298 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3198211 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 69277000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3198211 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5847306 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5847306 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 82431 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4350 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 70560 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 48894 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 38000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 63010 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 62214 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 796 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 596954 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 594725 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1979 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 142588 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 39670 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 134 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 11789 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 2025 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 2744 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 20942 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 2754 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 13011 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 966742 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 705738 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 127090 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4945754 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4679803 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5912496 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 705738 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4806893 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -65190 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5141568 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 14210597 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5748829 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5748829 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 335259 | AccountsReceivable |
| Accounts Receivable BOY | 292858 | AccountsReceivableBOY |
| Accounts Receivable EOY | 335259 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 335259 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 56000 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 18000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 18000 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 9675326 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9791764 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 9791764 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 33983744 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 38916270 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 38916270 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 20077597 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 20927062 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 20927062 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 22488467 | InvestmentsOtherBOY |
| Investments Other EOY | 28502041 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 28502041 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 4825 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4403 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 556 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 422 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 422 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 100785145 | TotalAssetsBOY |
| Total Assets EOY | 104239647 | TotalAssetsEOY |
| Total Assets EOYFMV | 104239647 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 199391 | AccountsPayableBOY |
| Accounts Payable EOY | 178706 | AccountsPayableEOY |
| Grants Payable BOY | 4681066 | GrantsPayableBOY |
| Grants Payable EOY | 4924517 | GrantsPayableEOY |
| Total Liabilities BOY | 4880457 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5103223 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 95904688 | UnrestrictedBOY |
| Unrestricted EOY | 99136424 | UnrestrictedEOY |
| Total Net Assets BOY | 95904688 | TotalNetAssetsBOY |
| Total Net Assets EOY | 99136424 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 100785145 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 104239647 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 95904688 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -65190 | ExcessOfRevenueOverExpenses |
| Other Increases | 3296926 | OtherIncreases |
| Subtotal | 99136424 | Subtotal |
| Total Net Assets Fund Balances EOY | 99136424 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| Mutual Fund LTCG | P | 2010-01-01 | 2012-12-31 | 89105 | 89105 | 89105 | |
| Publicly traded securities | D | 2011-01-01 | 2012-12-15 | 69187895 | 3109106 | 3109106 | 66078789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3198211 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4287943 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 96853487 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04427 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 4888394 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 98910653 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04942 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2056859 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 34076517 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06036 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2567647 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 35098352 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.07316 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2653033 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 47458759 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05590 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28311 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05662 | AverageDistributionRatio |
| Net Noncharitable Assets | 101548614 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5749886 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 51416 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5801302 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4806893 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 102831 | InvestmentIncomeExciseTax |
| Subtotal | 102831 | Subtotal |
| Tax Based On Investment Income | 102831 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 120554 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 120554 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 167 | PenaltyForUnderpayment |
| Overpayment | 17556 | Overpayment |
| Amount Credited To Next Year | 17556 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | gluckfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3102766962 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | true | ForeignBank |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Camilla Townsend | ||||||
| 2019 West 35th Street | San Pedro | CA | 90732 | Executive Dir | 25.00 | 74931 |
| Betty S Shelhamer | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Director | 1.00 | 1500 |
| Julie Kaswick | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Secretary | 1.00 | 1500 |
| Jennifer Kaswick | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Secretary | 1.00 | 1500 |
| Richard Reinis | ||||||
| 2121 Ave of the Stars Ste 900 | Los Angeles | CA | 90067 | Director | 1.00 | 1500 |
| Jon A Kaswick MD | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | President | 2.00 | 1500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 95423617 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7671423 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 103095040 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 103095040 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1546426 | CashDeemedCharitable |
| Net Noncharitable Assets | 101548614 | NetNoncharitableAssets |
| Minimum Investment Return | 5077431 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5077431 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 102831 | TaxBasedOnInvestmentIncome |
| Total Tax | 102831 | TotalTax |
| Distributable Amount Before Adj | 4974600 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4974600 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4974600 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4806893 | ExpensesAndContributions |
| Qualifying Distributions | 4806893 | QualifyingDistributions |
| Adj Qualifying Distributions | 4806893 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4974600 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 252644 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 858681 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 381079 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 55966 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 1548370 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4806893 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4806893 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 167707 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 167707 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1380663 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 84937 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1295726 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 858681 | ExcessFromYear4 |
| Excess From Year3 | 381079 | ExcessFromYear3 |
| Excess From Year2 | 55966 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| USC Thornton School of Music | |||||||
| 840 West 34th St | Los Angeles | CA | 90089 | None | Public | Music Education | $100,000 |
| Harmony Project | |||||||
| 817 Vine Street Ste 212 | Los Angeles | CA | 90038 | None | Public | Arts Education | $150,000 |
| Music CenterPerforming Arts Center | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | None | Public | Arts Education | $25,000 |
| Los Angeles Philharmonic Associatio | |||||||
| 135 No Grand Ave | Los Angeles | CA | 90012 | None | Public | Arts Education | $217,850 |
| LA Opera | |||||||
| 135 No Grand Ave | Los Angeles | CA | 90012 | None | Public | Arts Education | $240,500 |
| Leo Baeck Temple | |||||||
| 1300 No Sepulveda Blvd | Los Angeles | CA | 90049 | None | Public | Arts Education | $50,000 |
| LA's Best | |||||||
| 200 No Spring St Ste M-120 | Los Angeles | CA | 90012 | None | Public | Arts Education | $50,000 |
| Constitutional Rights Foundation | |||||||
| 601 So Kingsley Dr | Los Angeles | CA | 90005 | None | Public | Arts Education | $28,000 |
| Children's Hospital of Los Angeles | |||||||
| 3303 Wilshire Boulevard Ste 320 | Los Angeles | CA | 90010 | None | Public | Hospital patient arts education | $24,505 |
| Carnegie HallThe Academy | |||||||
| 881 Seventh Avenue | New York | NY | 10019 | None | Public | Arts Education | $150,000 |
| Angeles Gate Cultural Center | |||||||
| 3601 So Gaffey Street | San Pedro | CA | 90731 | None | Public | Arts Education | $100,000 |
| Regents of UC-Riverside | |||||||
| 900 University Ave/3143 HMNSS | Riverside | CA | 92521 | None | Public | Music education/student fellowships | $600,000 |
| Los Angeles Co HS for the Arts Foun | |||||||
| 1149 So Hill St Ste H100 | Los Angeles | CA | 90015 | None | Public | Arts education | $113,810 |
| The Colburn School | |||||||
| 200 S Grand Ave | Los Angeles | CA | 90012 | None | Public | Summer Encounter arts education program | $285,644 |
| Orange County High School for The A | |||||||
| 1010 N Main Street | Santa Ana | CA | 92701 | None | Public | Support community service arts programs | $75,000 |
| Los Angeles Co Museum of Art | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | None | Public | Maya art truck/art education LAUSD. | $540,203 |
| Regents of UC-Los Angeles | |||||||
| 2539 Schoenberg Hall | Los Angeles | CA | 90095 | None | Public | Music Education/Student fellowships. | $833,291 |
| Nat Hist Museum LA Co | |||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | None | Public | Three science trucks for LAUSD science education. | $626,000 |
| The Juilliard School | |||||||
| 60 Lincoln Center | New York | NY | 10023 | None | Public | Student fellowship program | $275,000 |
| San Diego Opera | |||||||
| 1200 3rd Avenue | San Diego | CA | 92101 | None | Public | Opera outreach programs | $195,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4679803 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,797 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,611,298 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,198,211 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,847,306 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5847306 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Audit fees | $16,672 | 15876 | 0 | 796 |
| Accounting fees | $46,338 | 46338 | 0 | 0 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | Office Filing Cabinets | DescriptionOfProperty |
| Date Acquired | 2006-08-24 | DateAcquired |
| Cost Or Other Basis | 1337 | CostOrOtherBasis |
| Prior Years Depreciation | 536 | PriorYearsDepreciation |
| Computation Method | 91 | ComputationMethod |
| Life | 10.0000 | Life |
| Current Year Expense | 134 | CurrentYearExpense |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItem |
| Cost Or Other Basis | 4825 | CostOrOtherBasis |
| Accumulated Depreciation | 4403 | AccumulatedDepreciation |
| Book Value | 422 | BookValue |
| EOYFMV | 422 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Contributions accrual to cash | Description |
| Amount | $426,360 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Consulting fees | $2,229 | 0 | 0 | 1979 |
| Broker advisory fees | $594,725 | 594725 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| State filing fees | $310 | |
| Payroll tax penalty (refunds) | $392 | |
| Foreign tax withheld | $39,670 | 39670 |
| Excise taxes | $103,000 |
Comments