MAX H GLUCK FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MAX H GLUCK FOUNDATION INC (EIN 95-3979100)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349102841
- Schema version
- 2011v1.5
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T20:47:45-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 3105191417 | 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 | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Johanna E Zimmerman | Name |
| Phone | 3102766962 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 100785145 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 709890 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12329 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12329 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3023938 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3023938 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -52174 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 73492732 | GrossSalesPrice |
| Total Revenue And Expenses | 3693983 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3036267 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 83400 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5300 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 72060 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 44449 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 24000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 173132 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 153830 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 19302 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 626599 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 617002 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5000 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 114597 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 67645 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 134 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 11927 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3930 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 5568 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 10790 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 171 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 10179 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1065028 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 847878 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 136109 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4679803 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3963644 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5744831 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 847878 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4099753 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2050848 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2188389 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 15869775 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14210597 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14210597 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 292858 | AccountsReceivable |
| Accounts Receivable BOY | 892050 | AccountsReceivableBOY |
| Accounts Receivable EOY | 292858 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 292858 | AccountsReceivableEOYFMV |
| Prepaid Expenses EOY | 56000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 56000 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 12031483 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9675326 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 9675326 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 47624119 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 33983744 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 33983744 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 14984514 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 20077597 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 20077597 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 22150510 | InvestmentsOtherBOY |
| Investments Other EOY | 22488467 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 22488467 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 4825 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4269 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 690 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 556 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 556 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 113553141 | TotalAssetsBOY |
| Total Assets EOY | 100785145 | TotalAssetsEOY |
| Total Assets EOYFMV | 100785145 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7328712 | AccountsPayableBOY |
| Accounts Payable EOY | 199391 | AccountsPayableEOY |
| Grants Payable BOY | 4164907 | GrantsPayableBOY |
| Grants Payable EOY | 4681066 | GrantsPayableEOY |
| Other Liabilities BOY | 12101 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 11505720 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4880457 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 102047421 | UnrestrictedBOY |
| Unrestricted EOY | 95904688 | UnrestrictedEOY |
| Total Net Assets BOY | 102047421 | TotalNetAssetsBOY |
| Total Net Assets EOY | 95904688 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 113553141 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 100785145 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 102047421 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2050848 | ExcessOfRevenueOverExpenses |
| Subtotal | 99996573 | Subtotal |
| Other Decreases | 4091885 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 95904688 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Capital gains | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-01 | DateAcquired |
| Date Sold | 2012-06-30 | DateSold |
| Gross Sales Price | 73492732 | GrossSalesPrice |
| Cost Or Other Basis | 73544906 | CostOrOtherBasis |
| Gain Or Loss | -52174 | GainOrLoss |
| Gains Minus Excess Or Losses | -52174 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -52174 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4888394 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 98910653 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04942 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2056859 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 34076517 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06036 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2567647 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 35098352 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07316 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2653033 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 47458759 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05590 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2942848 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 48353098 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.06086 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.29970 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05994 | AverageDistributionRatio |
| Net Noncharitable Assets | 96853487 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5805398 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21884 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5827282 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4099753 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 43768 | InvestmentIncomeExciseTax |
| Subtotal | 43768 | Subtotal |
| Tax Based On Investment Income | 43768 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 100000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 100000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 432 | PenaltyForUnderpayment |
| Overpayment | 55800 | Overpayment |
| Amount Credited To Next Year | 55800 | 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 | true | 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 | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | 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 | 73400 |
| Betty S Shelhamer | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Director | 1.00 | 2000 |
| Julie Kaswick | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Secretary | 1.00 | 2000 |
| Jennifer Kaswick | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Secretary | 1.00 | 2000 |
| Richard Reinis | ||||||
| 2121 Ave of the Stars Ste 900 | Los Angeles | CA | 90067 | Director | 1.00 | 2000 |
| Jon A Kaswick MD | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | President | 2.00 | 2000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
US Address USAddress
| 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) |
|---|---|---|
| Type Of Service | Acctg/tax services | TypeOfService |
| Compensation | 163375 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 92433141 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5895272 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 98328413 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 98328413 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1474926 | CashDeemedCharitable |
| Net Noncharitable Assets | 96853487 | NetNoncharitableAssets |
| Minimum Investment Return | 4842674 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4842674 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 43768 | TaxBasedOnInvestmentIncome |
| Total Tax | 43768 | TotalTax |
| Distributable Amount Before Adj | 4798906 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 4798906 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 4798906 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4099753 | ExpensesAndContributions |
| Qualifying Distributions | 4099753 | QualifyingDistributions |
| Adj Qualifying Distributions | 4099753 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4798906 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 593575 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 358222 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 858681 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 381079 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 55966 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2247523 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4099753 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4099753 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 699153 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 699153 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1548370 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1548370 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 252644 | ExcessFromYear4 |
| Excess From Year3 | 858681 | ExcessFromYear3 |
| Excess From Year2 | 381079 | ExcessFromYear2 |
| Excess From Year1 | 55966 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Radio Plays Perf Proj- Gregg Oppenh | |||||||
| 524 9th Street | Santa Monica | CA | 90402 | None | N/A | Perform radio play at home for the aged. | $750 |
| New Visions Foundation | |||||||
| 3131 Olympic Boulevard | Santa Monica | CA | 90404 | None | Public | Arts Education | $150,000 |
| Music CenterPerforming Arts Center | |||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | None | Public | Enrich education of students in music. | $50,000 |
| 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 | $143,500 |
| 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 | $50,000 |
| Carnegie HallThe Academy Program | |||||||
| 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 Coburn School | |||||||
| 200 S Grand Ave | Los Angeles | CA | 90012 | None | Public | Summer Encounter arts education program | $141,575 |
| Orange Co HS of the Arts Fdtn | |||||||
| 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. | $539,144 |
| Regents of UC-Los Angeles | |||||||
| 2539 Schoenberg Hall | Los Angeles | CA | 90095 | None | Public | Music Education/Student fellowships. | $658,015 |
| 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 | 4163644 | 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 | $12,329 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,023,938 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$52,174 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,984,093 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2984093 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Muriel S Gluck Living Trust | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 709890 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Audit fees | $9,757 | 6917 | 0 | 2840 |
| Accounting fees | $163,375 | 146913 | 0 | 16462 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Responsible for all accounting, payroll, and tax functions. | Explanation |
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 | 402 | PriorYearsDepreciation |
| Computation Method | 91 | ComputationMethod |
| Life | 10.0000 | Life |
| Current Year Expense | 134 | CurrentYearExpense |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Radio Plays Perf Proj G Oppenheimer | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 524 9th Street | AddressLine1 |
| City | Santa Monica | City |
| State | CA | State |
| ZIP Code | 90402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2011-09-26 | GrantDate |
| Grant | $750 | GrantAmount |
| Grant Purpose | Perform Radio Play at Senior Home | GrantPurpose |
| Amount Expended By Grantee | 750 | AmountExpendedByGrantee |
| Any Diversion By Grantee | No | AnyDiversionByGrantee |
| Dates Of Reports By Grantee | 10/15/11 | DatesOfReportsByGrantee |
| Date Of Verification | 2011-10-15 | DateOfVerification |
| Results Of Verification | Grant check was made payable to the Motion Picture & Television Fund. Foundation President attended performance of the Radio Play at the designated Senior Care Facility. Grant amount was for sound effects and the cash went directly to the Guild. Performance was successful and enjoyed by all attendees. | ResultsOfVerification |
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 | 4269 | AccumulatedDepreciation |
| Book Value | 556 | BookValue |
| EOYFMV | 556 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized loss on investments | Description |
| Amount | $4,091,885 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Technological consulting | $9,597 | 0 | 0 | 5000 |
| Broker advisory fees | $617,002 | 617002 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Muriel S Gluck Living Trust | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8518 North Doheny Drive | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 90069 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| State filing fee | $10 | |
| Penalties | $152 | |
| Foreign tax withheld | $67,645 | 67645 |
| Excise taxes | $46,790 |
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