LOTUS US FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LOTUS US FOUNDATION (EIN 20-2582346)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-17
- IRS object ID
- 201202639349100300
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T09:29:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133591138 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL FADEN & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W 57TH STREET 26TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202582346 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOTUS US FOUNDATIONINC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOTU | NameControl |
| Phone | 2122467203 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GRAKAL BOND 1541 OCEAN AVENUE | AddressLine1 |
| Address Line2 | NO 200 | AddressLine2 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE GRAKAL | Name |
| Title | MEMBER | Title |
| Phone | 2122467203 | Phone |
| Date Signed | 2012-09-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL FADEN | Name |
| PTIN | P00608801 | PTIN |
| Phone | 2122467203 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 103845 | 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 | 11 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 11 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 285236 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 285236 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 285247 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 285247 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 304 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 60 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 105 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2069 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 274850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 274850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 276919 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 274850 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8328 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11 | NetInvestmentIncome |
| Adjusted Net Income | 285247 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20500 | CashBOY |
| Cash EOY | 1817 | CashEOY |
| Cash EOYFMV | 1817 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 75017 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 102028 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 102028 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 95517 | TotalAssetsBOY |
| Total Assets EOY | 103845 | TotalAssetsEOY |
| Total Assets EOYFMV | 103845 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 95517 | CapitalStockBOY |
| Capital Stock EOY | 103845 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 95517 | TotalNetAssetsBOY |
| Total Net Assets EOY | 103845 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 95517 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 103845 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 95517 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8328 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 103845 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 103845 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 62500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 34289 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.822742 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 60404 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.175419 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 147481 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 126690 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.164109 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 149912 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 210009 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.713836 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 244047 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 255197 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.956308 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.832414 | TotalDistributionRatio |
| Average Distribution Ratio | 1.166483 | AverageDistributionRatio |
| Net Noncharitable Assets | 66837 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 77964 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 77964 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 274850 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | 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 | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | JOEL FADEN CO INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2122467203 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 W 57TH STREET 26TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10107 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD STARKEY | |||||||||
| C/O GRAKAL BOND 1541 OCEAN AVENUE | 200 | SANTA MONICA | CA | 90401 | DIRECTOR & PRESIDENT | 0.00 | 0 | 0 | 0 |
| BARBARA STARKEY | |||||||||
| C/O GRAKAL BOND 1541 OCEAN AVENUE | 200 | SANTA MONICA | CA | 90401 | DIRECTOR & VICE-PRESIDENT | 0.00 | 0 | 0 | 0 |
| BRUCE V GRAKAL | |||||||||
| C/O GRAKAL BOND 1541 OCEAN AVENUE | 200 | SANTA MONICA | CA | 90401 | DIRECTOR & TREAS. & SEC'Y | 0.00 | 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 | 67855 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 67855 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 67855 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1018 | CashDeemedCharitable |
| Net Noncharitable Assets | 66837 | NetNoncharitableAssets |
| Minimum Investment Return | 3342 | 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 | 274850 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 274850 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 274850 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 244150 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 139588 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 141184 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 67980 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 60786 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 653688 | TotalExcessDistriCarryover |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 653688 | 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 | 244150 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 409538 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 139588 | ExcessFromYear4 |
| Excess From Year3 | 141184 | ExcessFromYear3 |
| Excess From Year2 | 67980 | ExcessFromYear2 |
| Excess From Year1 | 60786 | ExcessFromYear1 |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2005-12-06 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 3342 | CurrentYear |
| Year1 | 1714 | Year1 |
| Year2 | 3020 | Year2 |
| Year3 | 6335 | Year3 |
| Total | 14411 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2841 | CurrentYear |
| Year1 | 1457 | Year1 |
| Year2 | 2567 | Year2 |
| Year3 | 5385 | Year3 |
| Total | 12249 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 274850 | CurrentYear |
| Year1 | 62500 | Year1 |
| Year2 | 71000 | Year2 |
| Year3 | 147481 | Year3 |
| Total | 555831 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 274850 | CurrentYear |
| Year1 | 62500 | Year1 |
| Year2 | 71000 | Year2 |
| Year3 | 147481 | Year3 |
| Total | 555831 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 10000 | Year3 |
| Total | 10000 | 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 | RICHARD STARKEY | ContributingManager |
| Contributing Manager | BARBARA STARKEY | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARYANN WLOCK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOEL FADEN CO INC 250 W 57TH | AddressLine1 |
| Address Line2 | 26TH FL | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2122467203 | RecipientPhoneNumber |
| Form And Info And Materials | INFORMATION RELATING TO THE ACTIVITIES OF THE ORGANIZATION AND A COPY OF THE INTERNAL REVENUE SERVICE DETERMINATION LETTER. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | ORGANIZATIONS & INSTITUTIONS TO WHICH CONTRIBUTIONS ARE DEDUCTIBLE PURSUANT TO IRC SEC.501(C)(3). | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| GLOBAL ADOLESCENT PROJECT | |||||||
| 11340 W OLYMPIC BLVD SUITE 155 | LOS ANGELES | CA | 90064 | N/A | PUBLIC | GENERAL | $10,000 |
| STREET DREAMS CO CLEAN SLATE-STREET DREAMS | |||||||
| 20344 SAN GABRIEL VALLEY DR | WALNUT | CA | 91789 | N/A | PUBLIC | GENERAL | $10,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 NORTH 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC | GENERAL | $10,000 |
| CLARE FOUNDATION | |||||||
| 909 PICO BLVD | SANTA MONICA | CA | 90404 | N/A | PUBLIC | GENERAL | $10,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | N/A | PUBLIC | GENERAL | $5,000 |
| AMNESTY INTERNATIONAL | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 10011 | N/A | PUBLIC | GENERAL | $1,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 700 PROFESSIONAL DRIVE | GAITHERSBURG | MD | 20879 | N/A | PUBLIC | GENERAL | $15,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 NORTH 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC | GENERAL | $52,000 |
| VALLEY VIEW HOSPITAL FOUNDATION | |||||||
| 1906 BLAKE AVENUE | GLENWOOD SPRINGS | CO | 81602 | N/A | PUBLIC | GENERAL | $6,600 |
| AMERICAN HORSE TRIALS FOUNDATION | |||||||
| 221 GROVE COVE RD | CENTERVILLE | MD | 21617 | N/A | PUBLIC | GENERAL | $2,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 NORTH 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC | GENERAL | $125,750 |
| GLOBAL ADOLESCENT PROJECT | |||||||
| 11340 W OLYMPIC BLVD SUITE 155 | LOS ANGELES | CA | 90064 | N/A | PUBLIC | GENERAL | $10,000 |
| BEING ALIVE | |||||||
| 7531 SANTA MONICA BLVD | LOS ANGELES | CA | 90046 | N/A | PUBLIC | GENERAL | $5,000 |
| AUTISM SPEAKS | |||||||
| 5455 WILSHIRE BLVD SUITE 2250 | LOS ANGELES | CA | 90036 | N/A | PUBLIC | GENERAL | $10,000 |
| LOS ANGELES ORTHOPAEDIC HOSPITAL | |||||||
| 2400 SOUTH FLOWER ST | LOS ANGELES | CA | 90007 | N/A | PUBLIC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 274850 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 11 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES | Description |
| Business Code | 713990 | BusinessCode |
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $285,236 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $285,236 | ExclusionAmount |
| Related Or Exempt Function Income | 11 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 285247 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | INTEREST INCOME FROM SAVINGS ACCOUNT | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $304 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE SUPPLIES | Description |
| Revenue And Expenses Per Books | 105 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTIES | Description |
| Revenue And Expenses Per Books | 285236 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 285236 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES PAID | Category |
| Amount | $60 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments