WALTER W MOSHER JR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WALTER W MOSHER JR FOUNDATION (EIN 03-0407059)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-23
- IRS object ID
- 201321139349100612
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-23T16:36:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954468204 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPPE HELLIE HOFFER & ALLISON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5950 CANOGA AVENUE SUITE 200 | AddressLine1 |
| City | WOODLAND HILLS | City |
| State | CA | State |
| ZIP Code | 91367 | 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 | 030407059 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER W MOSHER JR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WALT | NameControl |
| Phone | 8187049899 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1 |
| City | WEST HILLS | City |
| State | CA | State |
| ZIP Code | 91304 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WALTER MOSHER | Name |
| Title | PRESIDENT | Title |
| Phone | 8187049899 | Phone |
| Date Signed | 2013-04-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEN K HELLIE | Name |
| PTIN | P00290933 | PTIN |
| Phone | 8184495700 | 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 | 933063 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 64673 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 12396 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12396 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 663 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 450000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 663 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 77732 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13059 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 462 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1515 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 207 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5029 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7213 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 42213 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 35000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 35519 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13059 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 225612 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 212341 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 212342 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 449338 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 498128 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 720721 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 674950 | TotalAssetsBOY |
| Total Assets EOY | 710469 | TotalAssetsEOY |
| Total Assets EOYFMV | 933063 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 674950 | RetainedEarningsBOY |
| Retained Earnings EOY | 710469 | RetainedEarningsEOY |
| Total Net Assets BOY | 674950 | TotalNetAssetsBOY |
| Total Net Assets EOY | 710469 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 674950 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 710469 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 674950 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 35519 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 710469 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 710469 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 100000 SHS FFCB 3.0 10-18-21 | 2011-10-13 | 2012-01-26 | 100000 | 99875 | 125 | 125 |
| 25000 SHS FHLB 3.0 12-21-21 | 2011-11-30 | 2012-07-05 | 25000 | 24950 | 50 | 50 |
| 3030.3 SHS FHLB 3.0 10-21-12 | 2011-09-22 | 2012-01-24 | 3030 | 3029 | 1 | 1 |
| 14393.94 SHS FHLB 3.0 10-21-12 | 2011-09-22 | 2012-02-17 | 14394 | 14387 | 7 | 7 |
| 25000 SHS FHLB 3.0 10-21-12 | 2011-09-22 | 2012-07-05 | 7576 | 7571 | 5 | 5 |
| 100000 SHS FHLB 3.65 9-23-15 | 2011-08-17 | 2012-01-24 | 100000 | 99875 | 125 | 125 |
| 100000 SHS FFCB 3.74 7-19-29 | 2011-07-13 | 2012-07-19 | 100000 | 99800 | 200 | 200 |
| 100000 SHS FHLB 2.95 9-21-20 | 2011-09-06 | 2012-09-20 | 100000 | 99850 | 150 | 150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 663 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37353 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 622459 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060009 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 17500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 395524 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044245 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 19937 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 374388 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053252 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 14929 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 301036 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049592 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10894 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 216300 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050365 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257463 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051493 | AverageDistributionRatio |
| Net Noncharitable Assets | 672739 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34641 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 131 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34772 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 35000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 131 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 131 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 131 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 131 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | THE WALTER W MOSHER JR FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8187049899 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1 |
| City | WEST HILLS | City |
| State | CA | State |
| ZIP Code | 91304 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WALTER W MOSHER JR PHD | ||||||||
| 7623 SOUTHBY DRIVE | WEST HILLS | CA | 91304 | PRESIDENT/CFO/DIRECTOR | 2.00 | 0 | 0 | 0 |
| LEE KANON ALPERT | ||||||||
| 7623 SOUTHBY DRIVE | WEST HILLS | CA | 91304 | VICE-PRES/SECRETARY/DIRECT | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 682984 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 682984 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 682984 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10245 | CashDeemedCharitable |
| Net Noncharitable Assets | 672739 | NetNoncharitableAssets |
| Minimum Investment Return | 33637 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33637 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 131 | TaxBasedOnInvestmentIncome |
| Total Tax | 131 | TotalTax |
| Distributable Amount Before Adj | 33506 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33506 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33506 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 35000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 35000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 131 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 34869 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33506 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 6250 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6250 | TotalExcessDistriCarryover |
| Qualifying Distributions | 35000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33506 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1494 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7744 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7744 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 6250 | ExcessFromYear1 |
| Excess From Current Year | 1494 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER W MOSHER JR PHD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HATHAWAY-SYCAMORES FOUNDATION | |||||||
| 210 SOUTH DELACEY AVE SUITE 110 | PASADENA | CA | 91105 | N/A | PUBLIC CHARITY | SUPPORT TROUBLED CHILDREN AND THEIR FAMILIES | $2,500 |
| MEND | |||||||
| 13460 VAN NUYS BLVD | PACOIMA | CA | 91331 | N/A | PUBLIC CHARITY | PROVIDE FOOD,CLOTHING & MED. ASSISTANCE TO THE POOR | $2,500 |
| ONE GENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | N/A | PUBLIC CHARITY | MED/SOCIAL ASSIST. AT-RISK/DISABLED YOUTH & ADULTS | $2,500 |
| PIERCE COLLEGE | |||||||
| 6201 WINNETKA AVE 2600 | WOODLAND HILLS | CA | 91371 | N/A | EDUCATIONAL INSTITUT | EXPAND EDUCATIONAL OPPORTUNITIES | $2,500 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | N/A | PUBLIC CHARITY | SUPPORT PEOPLE WITH DISABILITIES | $2,500 |
| VALLEY CULTURAL CENTER | |||||||
| 21550 OXNARD STREET 470 | WOODLAND HILLS | CA | 91367 | N/A | PUBLIC CHARITY | PROMOTE PERFORMING AND VISUAL ARTS | $2,500 |
| VALLEY FAMILY CENTER | |||||||
| 302 S BRAND BLVD | SAN FERNANDO | CA | 91340 | N/A | PUBLIC CHARITY | EDUCATIONAL ASSISTANCE & SOCIAL SERVICES | $2,500 |
| WOODBURY UNIVERSITY | |||||||
| 7500 GLEN OAKS BLVD | BURBANK | CA | 91510 | N/A | EDUCATIONAL INSTITUT | EXPAND EDUCATIONAL OPPORTUNITIES | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,396 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $663 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,059 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13059 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | WALTER W MOSHER JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHBY DRIVE | AddressLine1 |
| City | WEST HILLS | City |
| State | CA | State |
| ZIP Code | 913045270 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 64673 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,515 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 498128 | EOYBookValue |
| EOYFMV | 720721 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $462 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 5029 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | WALTER W MOSHER JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7623 SOUTHY DRIVE | AddressLine1 |
| City | WEST HILLS | City |
| State | CA | State |
| ZIP Code | 91304 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE TAX | $60 | 0 | 0 |
| FEDERAL TAXES | $147 | 0 | 0 |
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