ALESIA FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALESIA FAMILY FOUNDATION (EIN 95-4750403)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101886
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T17:45:04-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204314855 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERMAN GROSSMAN & SLOAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 8TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | 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 | 954750403 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALESIA FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALES | NameControl |
| Phone | 3109541050 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1760 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 904061760 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHARON ALESIA | Name |
| Title | OFFICER | Title |
| Phone | 3109541050 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLEN YAMANE | Name |
| PTIN | P00641701 | PTIN |
| Phone | 3109541050 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| 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 | 836234 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 13711 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8150 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18711 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8150 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | 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 |
| Interest Rev And Expnss | 9 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Adj Net Incm | 0 | InterestAdjNetIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 251 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 125 | 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 | 385 | 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 | 114700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 114700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 115085 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 114700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -96374 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8150 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 615979 | CashBOY |
| Cash EOY | 411506 | CashEOY |
| Cash EOYFMV | 411506 | CashEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 100000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 100000 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 414850 | InvestmentsOtherBOY |
| Investments Other EOY | 422949 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 324728 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1030829 | TotalAssetsBOY |
| Total Assets EOY | 934455 | TotalAssetsEOY |
| Total Assets EOYFMV | 836234 | 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 | 5099 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 5099 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1025730 | RetainedEarningsBOY |
| Retained Earnings EOY | 929356 | RetainedEarningsEOY |
| Total Net Assets BOY | 1030829 | TotalNetAssetsBOY |
| Total Net Assets EOY | 934455 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1030829 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 934455 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1030829 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -96374 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 934455 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 934455 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 76500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 948092 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.080688 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 192500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1024761 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.187849 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 158500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1308335 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.121146 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 164467 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1374836 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.119627 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 79500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1315905 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060415 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.569725 | TotalDistributionRatio |
| Average Distribution Ratio | 0.113945 | AverageDistributionRatio |
| Net Noncharitable Assets | 820946 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 93543 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 82 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 93625 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 114700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 82 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 82 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 82 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 82 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | WGS LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3109541050 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1760 | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 904061760 | 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK ALESIA | ||||||||
| PO BOX 1760 | SANTA MONICA | CA | 904061760 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| SHARON ALESIA | ||||||||
| PO BOX 1760 | SANTA MONICA | CA | 904061760 | TRUSTEE | 1.00 | 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 | 338424 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 495024 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 833448 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 833448 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12502 | CashDeemedCharitable |
| Net Noncharitable Assets | 820946 | NetNoncharitableAssets |
| Minimum Investment Return | 41047 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 41047 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 82 | TaxBasedOnInvestmentIncome |
| Total Tax | 82 | TotalTax |
| Distributable Amount Before Adj | 40965 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 40965 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 40965 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 114700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 114700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 82 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 114618 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40965 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 21537 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 96820 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 94328 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 141427 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 29254 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 383366 | TotalExcessDistriCarryover |
| Qualifying Distributions | 114700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 40965 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 73735 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 457101 | 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 | 21537 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 435564 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 96820 | ExcessFromYear4 |
| Excess From Year3 | 94328 | ExcessFromYear3 |
| Excess From Year2 | 141427 | ExcessFromYear2 |
| Excess From Year1 | 29254 | ExcessFromYear1 |
| Excess From Current Year | 73735 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AHEAD WITH HORSES | |||||||
| 9311 DEL ARROYO DRIVE | SUN VALLEY | CA | 91352 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 2965 DUTTON AVENUE | SANTA ROSA | CA | 95402 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| MAKE A WISH FOUNDATION | |||||||
| 1875 CENTURY PARK E SUITE 950 | LOS ANGELES | CA | 90067 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| MAGDALENA ECKE FAMILY YMCA | |||||||
| 200 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $2,500 |
| SAN DIEGO RESCUE MISSION | |||||||
| P O BOX 80427 | SAN DIEGO | CA | 92138 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $22,000 |
| ST VINCENT DE PAUL VILLAGE | |||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| AMERICAN LIVER FOUNDATION | |||||||
| 5777 WEST CENTURY BLVD | LOS ANGELES | CA | 90045 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $200 |
| THE SMILE TRAIN | |||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $7,000 |
| TRANQUILITY FARM | |||||||
| PO BOX 210 | TEHACHAPI | CA | 93581 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $12,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $5,000 |
| THE BOGART PEDIATRIC CANCER RESEARCH PROGRAM | |||||||
| 9903 SANTA MONICA BLVD SUITE 830 | BEVERLY HILLS | CA | 90212 | NONE | 501(C)(3) PUBLIC CHA | PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 114700 | 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 | $13,711 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,711 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13711 | 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 | SHARON ALESIA | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 8TH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | HEALTHCARE TRUST OF AMERICA, INC. | NameOfStock |
| EOY Book Value | 100000 | EOYBookValue |
| EOYFMV | 100000 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 422949 | BookValue |
| EOYFMV | 324728 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK FEES | 25 | 0 | 0 | 0 |
| INVESTMENT EXPENSES | 100 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| U.S. TREASURY | $156 | 0 | 0 | 0 |
| FRANCHISE TAX BOARD | $95 | 0 | 0 | 0 |
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