MACDONALD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD FOUNDATION (EIN 33-6269762)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-12
- IRS object ID
- 201311939349100301
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-12T06:54:15-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kiesling Associates LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8517 Excelsior Dr Ste 301 | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336269762 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | CO MARK AND DONNA MACDONALD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MACD | NameControl |
| Phone | 8778295500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1561 GATES AVE | AddressLine1 |
| City | MANHATTAN BEACH | City |
| State | CA | State |
| ZIP Code | 90266 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK MACDONALD | Name |
| Title | Trustee | Title |
| Date Signed | 2013-07-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michelle Eno Tax Manager | Name |
| PTIN | P00159868 | PTIN |
| Phone | 6086649110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8027956 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1850000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 223 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 223 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 180628 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 180628 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 164320 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1235710 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 164320 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2195171 | TotalRevenueAndExpenses |
| Total Net Investment Income | 345171 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 12387 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 12387 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 4100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4100 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 44607 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 44607 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 15029 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 15029 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 175 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 175 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 76298 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 76298 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 267650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 267650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 343948 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 76298 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 267650 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1851223 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 268873 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 964 | CashBOY |
| Cash EOY | 11684 | CashEOY |
| Cash EOYFMV | 11684 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2463699 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1712839 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1712839 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1476588 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1180955 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1184718 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2559692 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5008925 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4758284 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 481457 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 328464 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 360431 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 6982400 | TotalAssetsBOY |
| Total Assets EOY | 8242867 | TotalAssetsEOY |
| Total Assets EOYFMV | 8027956 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6982400 | CapitalStockBOY |
| Capital Stock EOY | 8242867 | CapitalStockEOY |
| Total Net Assets BOY | 6982400 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8242867 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6982400 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8242867 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6982400 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1851223 | ExcessOfRevenueOverExpenses |
| Subtotal | 8833623 | Subtotal |
| Other Decreases | 590756 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8242867 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 164320 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -36170 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 364750 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6432925 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05670 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 255150 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5467941 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04666 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 534219 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4491580 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.11894 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 626121 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4555629 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.13744 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 626707 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4031745 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.15544 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.51518 | TotalDistributionRatio |
| Average Distribution Ratio | 0.10304 | AverageDistributionRatio |
| Net Noncharitable Assets | 6946156 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 715711 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2689 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 718400 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 267650 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5377 | InvestmentIncomeExciseTax |
| Subtotal | 5377 | Subtotal |
| Tax Based On Investment Income | 5377 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10076 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 10076 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Overpayment | 4688 | Overpayment |
| Amount Credited To Next Year | 4688 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MACDONALD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8778295500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1561 GATES AVE | AddressLine1 |
| City | MANHATTAN BEACH | City |
| State | CA | State |
| ZIP Code | 90266 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
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 | false | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DONNA MARIE MACDONALD | ||||||
| 1561 GATES AVE | MANHATTAN BEACH | CA | 90266 | Trustee | 1.00 | 0 |
| MARK MACDONALD | ||||||
| 1561 GATES AVE | MANHATTAN BEACH | CA | 90266 | Trustee | 1.00 | 0 |
| 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 | 4913956 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2137979 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7051935 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 7051935 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 105779 | CashDeemedCharitable |
| Net Noncharitable Assets | 6946156 | NetNoncharitableAssets |
| Minimum Investment Return | 347308 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 347308 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5377 | TaxBasedOnInvestmentIncome |
| Total Tax | 5377 | TotalTax |
| Distributable Amount Before Adj | 341931 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 341931 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 341931 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 267650 | ExpensesAndContributions |
| Qualifying Distributions | 267650 | QualifyingDistributions |
| Adj Qualifying Distributions | 267650 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 341931 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 435293 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 407628 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 309640 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 53179 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1205740 | TotalExcessDistriCarryover |
| Qualifying Distributions | 267650 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 267650 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 74281 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 74281 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1131459 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 361012 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 770447 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 407628 | ExcessFromYear4 |
| Excess From Year3 | 309640 | ExcessFromYear3 |
| Excess From Year1 | 53179 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONNA MARIE MACDONALD | ContributingManager |
| Contributing Manager | MARK MACDONALD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MANHATTAN BEACH YOUTH ATHLETICS | |||||||
| PO BOX 3512 | MANHATTAN BEACH | CA | 90266 | None | NonProfit | ENCOURAGE & SUPPORT YOUTH BASEBALL | $5,000 |
| WAUSAU WEST HIGH SCHOOL | |||||||
| 1200 WEST WAUSAU AVENUE | WAUSUA | WI | 54401 | None | School | ENCOURAGE & SUPPORT YOUTH ATHLETICS | $1,500 |
| CHILDREN'S MIRACLE NETWORK | |||||||
| 205 W 700 SOUTH | SALT LAKE CITY | UT | 84101 | None | NonProfit | TO SUPPORT THE CHILDREN'S MIRACLE NETWORK MISSION IN PROVIDING BETTER & AFFORDABLE CARE FOR CHILDREN | $2,500 |
| K-TECH CHARITIES INC | |||||||
| 7710 TECHNOLOGY DRIVE | WESTON | WI | 54476 | None | Charity | PROVIDED SUPPORT TO THE AREA'S NEEDY FAMILIES AND OTHER NON-PROFIT ORGS | $3,000 |
| MIRA COSTA BASEBALL BOOSTER CLUB | |||||||
| PO BOX 2292 | MANHATTAN BEACH | CA | 90267 | None | School | ENCOURAGE & SUPPORT YOUTH ATHLETICS | $5,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | None | NonProfit | ADVANCE RESEARCH & SUPPORT PATIENTS WHO ARE AFFECTED BY PANCREATIC CANCER | $10,000 |
| TOGETHER IN MISSION | |||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | None | NonProfit | FOR MISSION WORK | $1,000 |
| THE SALVATION ARMY | |||||||
| 125 BERYL ST | REDONDO BEACH | CA | 90277 | None | NonProfit | COMMUNITY SUPPORT FOR THE NEEDY | $100 |
| GOOD SHEPARD CENTER | |||||||
| 1650 ROCKWOOD ST | LOS ANGELES | CA | 90026 | None | NonProfit | FOR HOMELESS WOMEN AND CHILDREN | $100 |
| ST BERNARD HIGH SCHOOL | |||||||
| 9100 FALMOUTH AVENUE | PLAYA DEL REY | CA | 90293 | None | School | STUDENT TUITION SPONSORSHIP & THEIR BASEBALL PROGRAM | $10,000 |
| BOY SCOUTS OF AMERICA - SAMOSET COU | |||||||
| 3511 CAMP PHILLIPS RD | WESTON | WI | 54476 | None | NonProfit | Values based youth development | $2,500 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 3424 WILSHIRE BLVD | LOS ANGLES | CA | 90010 | None | N/A | FOR SCHOLARSHIP FUND | $10,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | None | NonProfit | FOR ASSISTANCE TO THE HOMELESS FOOD SHELTER | $100 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | None | NonProfit | NEEDS OF THE HOMELESS AND HUNGRY | $100 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | None | NonProfit | SERVICES FOR THE HOMELESS | $100 |
| HABITAT FOR HUMANITY | |||||||
| 17700 SOUTH FIGUEROA ST | GARDENA | CA | 90248 | None | NonProfit | FOR HOUSING MINISTRY SUPPORT | $15,000 |
| MY FRIEND'S PLACE | |||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | None | NonProfit | SERVICES FOR HOMELESS YOUTH | $10,000 |
| MARSHFIELD CLINIC | |||||||
| 1000 NORTH OAK AVE 1R1 | MARSHFIELD | WI | 54449 | None | NonProfit | CATHERINE FONTI ANGEL FUND -BREAST CANCER PREVENTION & TREATMENT | $2,500 |
| BOYS AND GIRLS CLUB OF VENICE | |||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | None | NonProfit | SERVICES FOR YOUTH | $20,000 |
| BOYS GIRLS CLUB OF THE WAUSAU AREA | |||||||
| PO BOX 2386 | WAUSAU | WI | 54402 | None | NonProfit | SERVICES FOR YOUTH | $850 |
| AMERICAN CANCER SOCIETY | |||||||
| 5731 W SLAUSON AVE STE 200 | CULVER CITY | CA | 90230 | None | NonProfit | CANCER RESEARCH | $20,000 |
| BIG BROTHER BIG SISTER | |||||||
| 2600 STEWART AVENUE SUITE 262 | WAUSAU | WI | 54401 | None | N/A | MENTORING THE YOUTH IN THE WAUSAU COMMUNITY | $10,000 |
| OUR LADY OF GUADALUPE CHURCH | |||||||
| 320 MASSEY STREET | HERMOSA BEACH | CA | 90254 | None | N/A | FOR SCHOOL BUILDING | $31,300 |
| UNITED CEREBRAL PALSY | |||||||
| 6430 INDEPENDENCE AVE | WOODLAND HILLS | CA | 91367 | None | NonProfit | FOR PROGRAMS AND FACILITIES | $50,000 |
| ROLLING HILLS PREPARATORY SCHOOL | |||||||
| 300A PASEO DEL MAR | PALOS VERDES ESTATES | CA | 90274 | None | N/A | FOR SCHOLARSHIP FUND AND THE SCHOOL'S ANNUAL FUND | $57,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 267650 | 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 | $223 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $180,628 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $164,320 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $345,171 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 345171 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $4,100 | Amount |
| Net Investment Income | 4100 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | Category |
| Amount | $12,387 | Amount |
| Net Investment Income | 12387 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Taxes Paid | Description |
| Amount | $16,293 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| REGISTRATION FEE | 150 | 150 |
| MISCELLANEOUS EXPENSES | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NWQ INVESTMENT MANAGEMENT COMP | $35,455 | 35455 | 0 | 0 |
| INVESTMENT EXPENSES | $9,152 | 9152 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $15,029 | Amount |
| Net Investment Income | 15029 | NetInvestmentIncome |
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