MICHELSON 20MM FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICHELSON 20MM FOUNDATION INC (EIN 27-2898736)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-15
- IRS object ID
- 201312889349100621
- Schema version
- 2012v2.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T15:38:27-05:00 | 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 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 E THOUSAND OAKS BLVD STE 100 | AddressLine1 |
| City | WESTLAKE VILLAGE | City |
| State | CA | State |
| ZIP Code | 91362 | 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 | 272898736 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWENTY MILLION MINDS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAN MELILLO | InCareOfName |
| Name Control | TWEN | NameControl |
| Phone | 3108069700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11755 WILSHIRE BOULEVARD SUITE 140 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEAN FLOREZ | Name |
| Title | PRESIDENT | Title |
| Phone | 3108069700 | Phone |
| Date Signed | 2013-08-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN M PAULE | Name |
| Phone | 8053748555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 487358 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 38 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 38 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 38 | TotalRevenueAndExpenses |
| Total Net Investment Income | 38 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 38 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 268750 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 268750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 224145 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 224145 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 67508 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 67508 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8333 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8333 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 202703 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 202703 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 500 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 7916 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 45119 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 45119 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 112436 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 112436 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 78485 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 75870 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1015895 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1004874 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1016895 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1005874 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1016857 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 38 | NetInvestmentIncome |
| Adjusted Net Income | 38 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 229424 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 448079 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 448079 | SavingsAndTempCashInvstEOYFMV |
| Land Building And Equipment Basis | 46118 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 9640 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 21990 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 36478 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 36478 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 2801 | OtherAssetsBOY |
| Other Assets EOY | 2801 | OtherAssetsEOY |
| Other Assets EOYFMV | 2801 | OtherAssetsEOYFMV |
| Total Assets BOY | 254215 | TotalAssetsBOY |
| Total Assets EOY | 487358 | TotalAssetsEOY |
| Total Assets EOYFMV | 487358 | TotalAssetsEOYFMV |
| Loans From Officers BOY | 2400000 | LoansFromOfficersBOY |
| Loans From Officers EOY | 3650000 | LoansFromOfficersEOY |
| Other Liabilities BOY | 250 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 250 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2400250 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3650250 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | -2146035 | RetainedEarningsBOY |
| Retained Earnings EOY | -3162892 | RetainedEarningsEOY |
| Total Net Assets BOY | -2146035 | TotalNetAssetsBOY |
| Total Net Assets EOY | -3162892 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 254215 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 487358 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | -2146035 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1016857 | ExcessOfRevenueOverExpenses |
| Subtotal | -3162892 | Subtotal |
| Total Net Assets Fund Balances EOY | -3162892 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2236383 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 468295 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 4.775586 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 217247 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 49913 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 4.352513 | DistributionRatioYear2 |
| Total Distribution Ratio | 9.128099 | TotalDistributionRatio |
| Average Distribution Ratio | 4.56405 | AverageDistributionRatio |
| Net Noncharitable Assets | 382450 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1745521 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 1745521 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1023324 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1 | InvestmentIncomeExciseTax |
| Subtotal | 1 | Subtotal |
| Tax Based On Investment Income | 1 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 369 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 369 | TotalCreditsAndPayments |
| Overpayment | 368 | Overpayment |
| Amount Credited To Next Year | 368 | 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 |
| 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 | true | 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 | WWW.20MM.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN MELILLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108069700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11755 WILSHIRE BOULEVARD SUITE 140 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | 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 | true | 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 |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GARY MICHELSON | ||||||||
| 11755 WILSHIRE BOULEVARD STE 1400 | LOS ANGELES | CA | 90025 | CEO | 1.0 | 0 | 0 | 0 |
| PHIL KIM | ||||||||
| 11755 WILSHIRE BOULEVARD STE 1400 | LOS ANGELES | CA | 90025 | SECRETARY | 20.0 | 0 | 0 | 0 |
| DAVID COHEN | ||||||||
| 11755 WILSHIRE BOULEVARD STE 1400 | LOS ANGELES | CA | 90025 | CFO | 1.0 | 0 | 0 | 0 |
| DEAN FLOREZ | ||||||||
| 595 E COLORADO BLVD STE 602 | PASADENA | CA | 91101 | PRESIDENT | 40.0 | 268750 | 29489 | |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (3 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH GONZALES | 595 E COLORADO BLVD STE 602 | PASADENA | CA | 91101 | EXECUTIVE ASSISTANT | 40.0 | 65000 | 16625 | 0 |
| MAYRA LOMBERA | 595 E COLORADO BLVD STE 602 | PASADENA | CA | 91101 | DEVELOPMENT DIRECTOR | 40.0 | 47083 | 9549 | |
| BERYL CHONG | 595 E COLORADO BLVD STE 602 | PASADENA | CA | 91101 | COMMUNICATIONS DIR. | 40.0 | 43942 | 8205 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID KLINE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 NE 41ST AVENUE | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | CONSULTING | TypeOfService |
| Compensation | 52565 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AUTHORING AND CREATION OF ONLINE COURSE AND TEXTBOOK ON IP. | Description1 |
| Expenses1 | 110000 | Expenses1 |
| Description2 | SUPPORTED PUBLIC RELATIONS CAMPAIGNS FOR OPEN EDUCATIONAL RESOURCES AND TWENTY MILLION MINDS WORK, INCLUDING A NEW YORK CITY AWARENESS CAMPAIGN AND A LOS ANGELES CONFERENCE. | Description2 |
| Expenses2 | 75000 | Expenses2 |
| Description3 | PURSUED NATIONWIDE ADOPTIONS OF TWENTY MILLION MINDS-FUNDED OPEN TEXTBOOKS. FUNDED FACULTY OUTREACH, EDUCATION, TRAINING, AND CONFERENCE EVENTS. | Description3 |
| Expenses3 | 50000 | Expenses3 |
| Description4 | HOSTED AND OPERATED OPEN TEXTBOOK DEVELOPMENT PROJECTS IN HEALTH SCIENCES SUBJECT AREAS. PRODUCED TWO TEXTBOOKS RELEVANT FOR LVN TO RN NURSING AND PSYCHIATRIC TECHNICIANS. | Description4 |
| Expenses4 | 35000 | Expenses4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 388274 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 388274 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 388274 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5824 | CashDeemedCharitable |
| Net Noncharitable Assets | 382450 | NetNoncharitableAssets |
| Minimum Investment Return | 19123 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1005874 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 17450 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1023324 | QualifyingDistributions |
| Adj Qualifying Distributions | 1023324 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Applied To Year1 | 0 | AppliedToYear1 |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2012-09-05 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 38 | CurrentYear |
| Year1 | 12051 | Year1 |
| Year2 | 3 | Year2 |
| Total | 12092 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 32 | CurrentYear |
| Year1 | 10243 | Year1 |
| Year2 | 3 | Year2 |
| Total | 10278 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1023324 | CurrentYear |
| Year1 | 2236504 | Year1 |
| Year2 | 217247 | Year2 |
| Total | 3477075 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1000 | CurrentYear |
| Year2 | 90173 | Year2 |
| Total | 91173 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1022324 | CurrentYear |
| Year1 | 2236504 | Year1 |
| Year2 | 127074 | Year2 |
| Total | 3385902 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Assets | TotalAssets |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 12749 | CurrentYear |
| Year1 | 15610 | Year1 |
| Year2 | 975 | Year2 |
| Total | 29334 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOJOURN TO THE PAST | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PIEDMONT AVE SUITE 412 | AddressLine1 |
| City | SAN BRUNO | City |
| State | CA | State |
| ZIP Code | 94066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | SPONSOR DINNER | PurposeOfGrantOrContribution |
| Amount | $1,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Int From Sec Part VII | DividendsAndIntFromSecPartVII | |
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 38 | 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 | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUND ANIMALS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(C)(4) | TypeOfOrganization |
| Description Of Relationship | SAME FOUNDER | DescriptionOfRelationship |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,333 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 8333 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DEAN FLOREZ | PersonName |
| Explanation | SEE ATTACHMENT 15 | Explanation |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (14 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|---|
| FURNITURE | 2010-11-17 | 5588 | 865 | SL | 7 | 798 |
| COMPUTER EQUIPMENT | 2010-11-10 | 1338 | 313 | SL | 5 | 268 |
| WEBSITE COSTS | 2012-02-01 | 1250 | 0 | SL | 3 | 382 |
| COMPUTER EQUIPMENT | 2011-01-04 | 1091 | 218 | SL | 5 | 218 |
| FURNITURE | 2011-10-04 | 1584 | 57 | SL | 7 | 226 |
| WEBSITE COSTS | 2012-02-01 | 6310 | SL | 3 | 1928 | |
| COMPUTER EQUIPMENT | 2011-08-01 | 1060 | 88 | SL | 5 | 212 |
| TELEPHONE SYSTEM | 2011-11-15 | 5494 | 183 | SL | 5 | 1099 |
| FURNITURE | 2012-07-20 | 729 | SL | 7 | 43 | |
| DIGITAL PUBLISHING | 2012-08-16 | 4750 | SL | 3 | 528 | |
| DIGITAL PUBLISHING | 2012-08-16 | 12700 | SL | 3 | 1411 | |
| COMPUTER EQUIPMENT | 2012-01-01 | 1300 | SL | 5 | 260 | |
| COMPUTER EQUIPMENT | 2012-01-13 | 1674 | SL | 5 | 335 | |
| COMPUTER EQUIPMENT | 2012-03-01 | 1250 | SL | 5 | 208 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanation (3 entries)
| Employee NameEmployeeName | ExplanationExplanation |
|---|---|
| ELIZABETH GONZALES | SEE ATTACHMENT 15 |
| MAYRA LOMBERA | SEE ATTACHMENT 15 |
| BERYL CHONG | SEE ATTACHMENT 15 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (14 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| FURNITURE | 5588 | 1663 | 3925 |
| COMPUTER EQUIPMENT | 1338 | 581 | 757 |
| WEBSITE COSTS | 1250 | 382 | 868 |
| COMPUTER EQUIPMENT | 1091 | 436 | 655 |
| FURNITURE | 1584 | 283 | 1301 |
| WEBSITE COSTS | 6310 | 1928 | 4382 |
| COMPUTER EQUIPMENT | 1060 | 300 | 760 |
| TELEPHONE SYSTEM | 5494 | 1282 | 4212 |
| FURNITURE | 729 | 43 | 686 |
| DIGITAL PUBLISHINGC | 4750 | 528 | 4222 |
| DIGITAL PUBLISHINGC | 12700 | 1411 | 11289 |
| COMPUTER EQUIPMENT | 1300 | 260 | 1040 |
| COMPUTER EQUIPMENT | 1674 | 335 | 1339 |
| COMPUTER EQUIPMENT | 1250 | 208 | 1042 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $67,508 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 67508 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SENATOR BUILDING HOLD DEPOSIT | Description |
| BOY Book Value | 2801 | BOYBookValue |
| EOY Book Value | 2801 | EOYBookValue |
| EOYFMV | 2801 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| DUES & SUBSCRIPTIONS | 2296 | 2296 |
| PARKING | 391 | 391 |
| TELEPHONE | 5430 | 5430 |
| POSTAGE & DELIVERY | 2943 | 2943 |
| TECHNOLOGY | 20653 | 20653 |
| INSURANCE | 18 | 18 |
| OFFICE EXPENSE | 8196 | 8196 |
| MISCELLANEOUS EXPENSES | 1154 | 1154 |
| INTERNET | 2509 | 2509 |
| MEALS | 5231 | 2616 |
| RELOCATION EXPENSE | 9312 | 9312 |
| MARKETING EXPENSE | 20352 | 20352 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST INCOME | Description |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSIT | Description |
| BOY Book Value | 250 | BOYBookValue |
| EOY Book Value | 250 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $10,346 | 0 | 0 | 10346 |
| CONSULTING | $192,357 | 0 | 0 | 192357 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CALIFORNIA FILING FEE | $10 | 10 |
| FEDERAL EXCISE TAX | $490 | 0 |
Comments