HARRIS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FAMILY FOUNDATION (EIN 95-4517875)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-01-30
- IRS object ID
- 201330309349100053
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-30T10:21:51-08:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ann Massie CPA A Prof Corp | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3301 Inglewood Blvd | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954517875 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARR | NameControl |
| Phone | 3103133785 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o MASSIE 3301 INGLEWOOD BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SALLI SILVERMAN HARRIS | Name |
| Title | SEC/TREAS | Title |
| Date Signed | 2013-01-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN MASSIE CPA | Name |
| Phone | 3103133785 | Phone |
| 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 | 667949 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 40499 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40499 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 40499 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 5531 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 40523 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5531 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 955 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 46985 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46030 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 40499 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3425 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 1664 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 1148 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 6237 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 60811 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 60811 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67048 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 60811 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -20063 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 46030 | NetInvestmentIncome |
| Adjusted Net Income | 40499 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9006 | CashBOY |
| Cash EOY | 493 | CashEOY |
| Cash EOYFMV | 493 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 125842 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 148557 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 148557 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 468780 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 434515 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 432212 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 78089 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 78089 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 86687 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 681717 | TotalAssetsBOY |
| Total Assets EOY | 661654 | TotalAssetsEOY |
| Total Assets EOYFMV | 667949 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 681717 | UnrestrictedBOY |
| Unrestricted EOY | 661654 | UnrestrictedEOY |
| Total Net Assets BOY | 681717 | TotalNetAssetsBOY |
| Total Net Assets EOY | 661654 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 681717 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 661654 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 681717 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -20063 | ExcessOfRevenueOverExpenses |
| Subtotal | 661654 | Subtotal |
| Total Net Assets Fund Balances EOY | 661654 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| 51.408 LT CAPITAL GAINS DIST | P | 2010-01-01 | 2011-12-14 | 523 | 523 | 523 | |
| 1600 WACHOVIA CAP TRUST IV 6.375% | P | 2010-05-06 | 2012-04-13 | 40000 | 5008 | 5008 | 34992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5531 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 86605 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 677682 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.12780 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 89087 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 698696 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.12751 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 93028 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 711896 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.13068 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 126253 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 542027 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.23293 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 77908 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 489612 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.15912 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.77803 | TotalDistributionRatio |
| Average Distribution Ratio | 0.15561 | AverageDistributionRatio |
| Net Noncharitable Assets | 644669 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 100314 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 460 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 100774 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 60811 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 921 | InvestmentIncomeExciseTax |
| Subtotal | 921 | Subtotal |
| Tax Based On Investment Income | 921 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 800 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 121 | TaxDue |
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 | false | 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 | SALLI S & BERNARD P HARRIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8187899292 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 LONGRIDGE AVE | AddressLine1 |
| City | SHERMAN OAKS | City |
| State | CA | State |
| ZIP Code | 91423 | 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 |
|---|---|---|---|---|---|---|
| SALLI SILVERMAN HARRIS | ||||||
| 3800 LONGRIDGE AVE | SHERMAN OAKS | CA | 91423 | SEC/TREAS | 2.00 | 0 |
| BERNARD P HARRIS | ||||||
| 3800 LONGRIDGE AVE | SHERMAN OAKS | CA | 91423 | PRES. | 0.00 | 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 | 647238 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7248 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 654486 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 654486 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9817 | CashDeemedCharitable |
| Net Noncharitable Assets | 644669 | NetNoncharitableAssets |
| Minimum Investment Return | 32233 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32233 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 921 | TaxBasedOnInvestmentIncome |
| Total Tax | 921 | TotalTax |
| Distributable Amount Before Adj | 31312 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 31312 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 31312 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 60811 | ExpensesAndContributions |
| Qualifying Distributions | 60811 | QualifyingDistributions |
| Adj Qualifying Distributions | 60811 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 31312 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 54028 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 99742 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 57879 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 54810 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 53533 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 319992 | TotalExcessDistriCarryover |
| Qualifying Distributions | 60811 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31312 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 29499 | RemainingDistriFromCorpus |
| Total Corpus | 349491 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 54028 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 295463 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 99742 | ExcessFromYear4 |
| Excess From Year3 | 57879 | ExcessFromYear3 |
| Excess From Year2 | 54810 | ExcessFromYear2 |
| Excess From Year1 | 53533 | ExcessFromYear1 |
| Excess From Current Year | 29499 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SALLI SILVERMAN HARRIS | ContributingManager |
| Contributing Manager | BERNARD P HARRIS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 9090 WILSHIRE BLVD SUITE 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | MEDICAL | $1,500 |
| REDONDO UNION HIGH SCHOOL | |||||||
| 1 SEA HAWK WAY | REDONDO BEACH | CA | 90277 | NONE | PUBLIC | EDUCATION | $400 |
| LOS ANGELES CHILD DEVELOPMENT CENTER | |||||||
| 2014 SAWTELLE BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC | EDUCATION | $500 |
| GRAMMY MUSEUM FOUNDATION | |||||||
| 800 W OLYMPIC BLVD SUITE A245 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | ARTS | $846 |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PUBLIC | ARTS | $1,000 |
| AVON WALK FOR BREAST CANCER | |||||||
| 4929 WILSHIRE BLVD SUITE 255 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | MEDICAL | $400 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC | COMMUNITY | $18,450 |
| NRDC | |||||||
| 40 W 20th ST | NEW YORK | NY | 10011 | NONE | PUBLIC | COMMUNITY | $1,000 |
| JEWISH FEDERATION COUNCIL | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | COMMUNITY | $5,000 |
| MUSIC CENTER | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC | ARTS | $800 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | PUBLIC | EDUCATION | $5,000 |
| SUSAN G KOMEN 3-DAY WALK | |||||||
| PO BOX 660843 | DALLAS | TX | 75266 | NONE | PUBLIC | MEDICAL | $200 |
| WOMEN AGAINST GUN VIOLENCE | |||||||
| 8800 VENICE BLVD SUITE 304 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | COMMUNITY | $1,250 |
| BEIT TSHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC | MEDICAL RESEARCH | $16,375 |
| LA COUNTY MUSEUM | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC | ARTS | $1,000 |
| CONCERN FOUNDATION | |||||||
| 1026 S ROBERTSON BLVD SUITE 300 | LOS ANGELES | CA | 90035 | NONE | PUBLIC | CANCER RESEARCH | $2,300 |
| JEWISH VOCATIONAL SERVICE | |||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | COMMUNITY PROJ. | $4,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 60811 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 40499 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 955 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5531 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 46985 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46985 | 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 | ACCT & TAX PREP | Category |
| Amount | $3,425 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| 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 | 78089 | EOYBookValue |
| EOYFMV | 86687 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS STOCKS & MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 434515 | EOYBookValue |
| EOYFMV | 432212 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| OFFICE AND MEETINGS | 1109 |
| BANK CHARGES | 39 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 955 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| FEDERAL TAXES | $1,629 |
| CALIFORNIA TAXES | $35 |
Comments