WEST FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WEST FAMILY FOUNDATION (EIN 95-4776335)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-02-05
- IRS object ID
- 201320369349100502
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-05T13:42:36-06:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSENBERG & COHEN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15300 VENTURA BLVD STE 304 | AddressLine1 |
| City | SHERMAN OAKS | City |
| State | CA | State |
| ZIP Code | 914035831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954776335 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 3103988624 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD WEST | Name |
| Title | SECRETARY | Title |
| Phone | 3103988624 | Phone |
| Date Signed | 2013-01-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEWIS L COHEN | Name |
| Phone | 8187833577 | Phone |
| Date Prepared | 2013-02-05 | DatePrepared |
| 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 | 1194479 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 96000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 354 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 354 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 22100 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22100 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 43144 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 287062 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 43144 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 161598 | TotalRevenueAndExpenses |
| Total Net Investment Income | 65598 | TotalNetInvestmentIncome |
| Taxes Rev And Expnss | 479 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 61 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 540 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 61 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52932 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52932 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 53472 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 61 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52932 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 108126 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 65537 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20632 | CashBOY |
| Cash EOY | 17420 | CashEOY |
| Cash EOYFMV | 17420 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 42729 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 179941 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 179941 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 994431 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 968557 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 997118 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1057792 | TotalAssetsBOY |
| Total Assets EOY | 1165918 | TotalAssetsEOY |
| Total Assets EOYFMV | 1194479 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1057792 | RetainedEarningsBOY |
| Retained Earnings EOY | 1165918 | RetainedEarningsEOY |
| Total Net Assets BOY | 1057792 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1165918 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1057792 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1165918 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1057792 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 108126 | ExcessOfRevenueOverExpenses |
| Subtotal | 1165918 | Subtotal |
| Total Net Assets Fund Balances EOY | 1165918 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 287062 | GrossSalesPrice |
| Cost Or Other Basis | 243918 | CostOrOtherBasis |
| Gain Or Loss | 43144 | GainOrLoss |
| Gains Minus Excess Or Losses | 43144 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 43144 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | true | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1311 | InvestmentIncomeExciseTax |
| Subtotal | 1311 | Subtotal |
| Tax Based On Investment Income | 1311 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 1317 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | 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 Person Name | TODD WEST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3103988624 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| TODD WEST | ||||||||
| 5430 SELMARINE | CULVER CITY | CA | 90230 | SECRETARY | 5.00 | 0 | 0 | 0 |
| DAYNA WEST | ||||||||
| 811 DEVON AVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 966826 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 231556 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1198382 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1198382 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17976 | CashDeemedCharitable |
| Net Noncharitable Assets | 1180406 | NetNoncharitableAssets |
| Minimum Investment Return | 59020 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 59020 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1311 | TaxBasedOnInvestmentIncome |
| Total Tax | 1311 | TotalTax |
| Distributable Amount Before Adj | 57709 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 57709 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 57709 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52932 | ExpensesAndContributions |
| Qualifying Distributions | 52932 | QualifyingDistributions |
| Adj Qualifying Distributions | 52932 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 57709 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 52932 | UndistributedIncomePriorYear |
| Qualifying Distributions | 52932 | QualifyingDistributions |
| Applied To Year1 | 52932 | AppliedToYear1 |
| Undistributed Income CY | 57709 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASHEVILLE HUMANE SOCIETY | |||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | 501C3 | PET ADOPTION & ANIMAL CONTROL SVCS. | $5,000 |
| AYSO REGION 19 | |||||||
| 2062 W 30TH ST | LOS ANGELES | CA | 90018 | NONE | 501C3 | BUILD POSITIVE CHARACTER THRU SOCCER | $1,000 |
| CLARK COUNTY ANIMAL SHELTER | |||||||
| 125 AYERS ST | OSCEOLA | IA | 50213 | NONE | 501C3 | SHELTER FOR ABANDONED ANIMALS | $4,200 |
| CONCERN FOUNDATION | |||||||
| 8383 WILSHIRE BLVD 337 | BEVERLY HILLS | CA | 90211 | NONE | 501C3 | CANCER RESEARCH. | $1,500 |
| CURE-CITIZENS UNITED RSCH EPILEPSY | |||||||
| 223 W ERIE ST 2SW | CHICAGO | IL | 60654 | NONE | 501C3 | EPILEPSY RESEARCH | $150 |
| DAVID LYNCH FOUNDATION | |||||||
| 1000 NORTH FOURTH | FAIRFIELD | IA | 52557 | NONE | 501C3 | ACCESS TO TRANSCENDENTAL MEDITATION | $2,300 |
| FIDELITY CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | 501C3 | ELLEN M GOLUB CHAR FUND. | $7,500 |
| GEORGE WHITE ELEM SCH | |||||||
| 25422 CHAPPAROSA PARK DR | LAGUNA NIGUEL | CA | 92677 | NONE | 501C3 | ENHANCE EDUCATION | $1,000 |
| JDRF | |||||||
| 120 WALL ST | NEW YORK | NY | 10005 | NONE | 501C3 | RESEARCH FOR JUVENILE DIABETES | $500 |
| JENESEE CENTER | |||||||
| PO BOX 8476 | LOS ANGELES | CA | 90008 | NONE | 501C3 | SUPPORT DOMESTIC VIOLENCE VICTIMS | $400 |
| JEWISH COMMUNITY FOUND | |||||||
| 6505 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90048 | NONE | 501C3 | COMMUNITY AID | $11,982 |
| JOE TORRE SAFE AT HOME FOUNDATION | |||||||
| 1250 4TH ST 3RD FLOOR | SANTA MONICA | CA | 90401 | NONE | 501C3 | EDUCATION TO END DOMESTIC VIOLENCE | $1,500 |
| LITA | |||||||
| 4340 REDWOOD HWY F101 | SAN RAFAEL | CA | 94903 | NONE | 501C3 | HELP FOR RETIREMENT HOME RESIDENTS | $750 |
| MILL VALLEY LIBRARY FOUND | |||||||
| 375 THROCKMORTON AVE | MILL VALLEY | CA | 94941 | NONE | 501C3 | FUNDS FOR LIBRARY | $2,500 |
| MUCH LOVE ANIMAL RESCUE | |||||||
| PO BOX 34171 | LOS ANGELES | CA | 90034 | NONE | 501C3 | RESCUE ABANDONED ANIMALS | $2,000 |
| MUSCULAR DYSTROPHY ASSOC | |||||||
| 3300 E SUNRISE DR | TUSCON | AZ | 85718 | NONE | 501C3 | RESEARCH TO END MUSCLE DISEASE | $500 |
| NAT MULTIPLE SCLEROSIS SOC | |||||||
| 2440 S SEPULVEDA BL 115 | LOS ANGELES | CA | 90064 | NONE | 501C3 | RESEARCH TO CURE MS | $500 |
| POMONA COLLEGE ANNUAL FUND | |||||||
| RENWICK- 333N COLLEGE WY | CLAREMONT | CA | 91711 | NONE | 501C3 | RESOURCES FOR ACADEMIC & OTHER PGRMS | $1,000 |
| SANTA MONICA HIGH SCHOOL | |||||||
| 601 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | 501C3 | FUNDRAISING FOR BASKETBALL PROGRAM | $1,000 |
| TOWER CANCER RESEARCH FOUND | |||||||
| 427 N CANON DRIVE 108 | BEVERLY HILLS | CA | 90210 | NONE | 501C3 | CANCER RESEARCH | $1,500 |
| VENICE LUTHERAN PTSL | |||||||
| 815 VENICE BLVD | VENICE | CA | 90292 | NONE | 501C3 | RESOURCES FOR ACADEMIC PROGRAMS | $2,000 |
| WELDON COMMUNITY CENTER | |||||||
| 101 1ST ST | WELDON | IA | 50264 | NONE | 501C3 | LOCAL COMMUNITY INVOLVEMENT/OUTREACH | $4,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52932 | 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 | $354 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,100 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $43,144 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,598 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 65598 | 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 | M WEST CHARITABLE LEAD TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 DEVON AVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 96000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| HOWARD WEST |
| TODD WEST |
| DAYNA WEST |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (39 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 125 SH. LIBERTY MEDIA INTERACTIVE | 5032 | 2412 |
| 1 SH. BERKSHIRE HATHAWAY HLDG | 44720 | 131916 |
| 5,210 SH. GENERAL ELECTRIC | 154860 | 110087 |
| 25 SH. LIBERTY GLOBAL A | 1834 | 1401 |
| 25 SH. LIBERTY GLOBAL C | 4077 | 1322 |
| 750 SH. HOME DEPOT | ||
| 3,300 SH. PFIZER INC. | 73936 | 82566 |
| 2,500 SH. VERIZON COMM | 72173 | 110300 |
| 50 SH. IDEARC INC. | 1255 | |
| 33 SH. LIBERTY MEDIA A | 1403 | 3630 |
| 500 SH. MEDTRONIC | 24050 | 21055 |
| 50 SH. CITIGROUP | ||
| 4,500 SH. HARRIS & HARRIS GROUP | 24650 | 14580 |
| 500 SH. YAHOO | 12030 | 9385 |
| 750 SH. THE HOME DEPOT | ||
| 2,000 SH. NII HOLDINGS | 28570 | 10140 |
| 3,000 SH. MICROSOFT | 77069 | 79845 |
| 750 SH. EXELON CORP. | 32905 | 22665 |
| 1100 MONSANTO | ||
| 4,000 SH. B OF A CORP | 39140 | 39440 |
| 2,500 IRRIDIUM COMMUNICATIONS | 19980 | 15375 |
| 1,500 MOTOROLA | ||
| 3,000 CISCO SYSTEMS | 54365 | 56730 |
| 900 TEVA PHARMACEUTICALS | 43335 | 36315 |
| 300 ENTERGY CORP. | 19882 | 19062 |
| 1,000 TARGET CORP. | ||
| 1,500 VCA ANTECH | 29568 | 31170 |
| ACCRUED INCOME | 2882 | |
| 1,000 HARRIS & HARRIS GROUP INC. | 4074 | 3240 |
| 400 TEVA PHARMACEUTICALS | 16212 | 16140 |
| 500 CATERPILLAR | 48164 | 42620 |
| 550 DAIMLER AG | 27274 | 27297 |
| 1,000 CISCO SYSTEMS | 17115 | 18910 |
| 250 REPUBLIC SERVICES INC. | 6417 | 7117 |
| 500 COINSTAR | 22184 | 23520 |
| 1,500 IRIDUIM COMMUNICATIONS | 9382 | 9225 |
| 1,000 SOLAZYME INC. | 10355 | 7460 |
| 4,000 SONY | 41890 | 38960 |
| 6 LIBERTY VENTURES | 656 | 351 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 61 | 61 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FTB | $10 |
| REGISTRY OF CHARITABLE TRUSTS | $50 |
| FOREIGN TAX WITHHELD | $261 |
| IRS | $138 |
| CALIFORNIA SECRETARY OF STATE` | $20 |
Comments