LON V SMITH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LON V SMITH FOUNDATION (EIN 95-6045384)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-10
- IRS object ID
- 201221319349101227
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-10T15:59:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953886159 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMASO DE PRY & DEL CAMPO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SO EL MOLINO AVE STE 201 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 911012563 | 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 | 956045384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LON V SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LONV | NameControl |
| Phone | 3102769306 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD NO 300 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEFAN A KANTARDJIEFF | Name |
| Title | PRESIDENT | Title |
| Phone | 3102769306 | Phone |
| Date Signed | 2012-05-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WAYNE DE PRY | Name |
| PTIN | P00042087 | PTIN |
| Phone | 6267962404 | Phone |
| Date Prepared | 2012-05-04 | 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 | 26991014 | 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 |
| Interest On Savings Rev And Expnss | 118 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 118 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 857948 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 857948 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3328 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5603754 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 677249 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 677249 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1531987 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1535315 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 145867 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 51053 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 94814 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 2951 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 1889 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 579 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 579 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 12750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 12750 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 685 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 685 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 54224 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 34434 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 5221 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 192 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 192 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 49290 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 17251 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 32039 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 31845 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6463 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 12001 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 298383 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 125296 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 144075 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1588500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1588500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1886883 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 125296 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1732575 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -354896 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1410019 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14812 | CashBOY |
| Cash EOY | 15795 | CashEOY |
| Cash EOYFMV | 15795 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 37076 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 65395 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 65395 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 23823739 | InvestmentsOtherBOY |
| Investments Other EOY | 23438359 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 24360303 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 11551 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 11264 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 479 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 287 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 500 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 16189 | OtherAssetsBOY |
| Other Assets EOY | 17563 | OtherAssetsEOY |
| Other Assets EOYFMV | 2549021 | OtherAssetsEOYFMV |
| Total Assets BOY | 23892295 | TotalAssetsBOY |
| Total Assets EOY | 23537399 | TotalAssetsEOY |
| Total Assets EOYFMV | 26991014 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 23892295 | UnrestrictedBOY |
| Unrestricted EOY | 23537399 | UnrestrictedEOY |
| Total Net Assets BOY | 23892295 | TotalNetAssetsBOY |
| Total Net Assets EOY | 23537399 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23892295 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 23537399 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 23892295 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -354896 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 23537399 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 23537399 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MUTUAL FUNDS | P | 5570000 | 5607082 | -37082 | -37082 |
| CAPITAL GAINS DIVIDENDS | P | 33754 | 33754 | 33754 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3328 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1620378 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26043289 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062219 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1496131 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24155170 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.061938 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1641615 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 26088109 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062926 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1645714 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 27981874 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058814 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1517908 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 26522721 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057230 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.303127 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060625 | AverageDistributionRatio |
| Net Noncharitable Assets | 26882917 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1629777 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 14100 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1643877 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1732575 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 14100 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 14100 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 14100 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13657 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 13657 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Tax Due | 454 | 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 | STEFAN KANTARDJIEFF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3102769306 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD 300 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| STEFAN A KANTARDJIEFF | ||||||||
| 827 N EDGEMONT ST | LOS ANGELES | CA | 90029 | PRESIDENT | 12.00 | 71000 | 0 | 0 |
| JOHN L LAHN | ||||||||
| 5703 STONECREST DRIVE | AGOURA HILLS | CA | 91301 | VICE-PRES. | 2.00 | 9000 | 0 | 0 |
| ALEXANDER RADOS | ||||||||
| 2002 E MCFADDEN | SANTA ANA | CA | 92705 | VICE-PRES. | 2.00 | 9000 | 0 | 0 |
| LAWRENCE S CLARK | ||||||||
| 35 MISTY ACRES ROAD | ROLLING HILLS ESTATES | CA | 90274 | VICE-PRES. | 2.00 | 8700 | 0 | 0 |
| MATTHEW WHELAN | ||||||||
| 440 FIFTH ST | MANHATTAN BEACH | CA | 90266 | VICE-PRES. | 2.00 | 9000 | 0 | 0 |
| MILLICENT ANDERSON | ||||||||
| 1037 NINTH ST | SANTA MONICA | CA | 90403 | SEC.-TREAS. | 24.00 | 39167 | 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 | 24586237 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 62642 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2643423 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 27292302 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 27292302 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 409385 | CashDeemedCharitable |
| Net Noncharitable Assets | 26882917 | NetNoncharitableAssets |
| Minimum Investment Return | 1344146 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1344146 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14100 | TaxBasedOnInvestmentIncome |
| Total Tax | 14100 | TotalTax |
| Distributable Amount Before Adj | 1330046 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1330046 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1330046 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1732575 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1732575 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 14100 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1718475 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1330046 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 245836 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 289402 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 377894 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 312938 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 345528 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1571598 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1732575 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1330046 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 402529 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1974127 | 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 | 245836 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1728291 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 289402 | ExcessFromYear4 |
| Excess From Year3 | 377894 | ExcessFromYear3 |
| Excess From Year2 | 312938 | ExcessFromYear2 |
| Excess From Year1 | 345528 | ExcessFromYear1 |
| Excess From Current Year | 402529 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (155 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SO CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AIRPORT MARINA COUNSELING SERVICE | |||||||
| 7891 LA TIJERA BLVD | WESTCHESTER | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| ALTERNATIVE LIVING FOR THE AGING INC | |||||||
| 937 N FAIRFAX AVE | WEST HOLLYWOOD | CA | 90046 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| ALZHEIMERS ASSOCIATION - LOS ANGELES | |||||||
| 5900 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $18,000 |
| ALZHEIMERS ASSOCIATION - ORANGE COUNTY CHAPTER | |||||||
| 17771 COWAN 200 | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $18,000 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 5200 W CENTURY BLVD 480 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| P O BOX 565 | AGOURA HILLS | CA | 913760565 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| ANGEL FLIGHT WEST INC | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 904053213 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ASIAN PACIFIC HEALTH CARE VENTURE INC | |||||||
| 1530 HILLHURST AVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ASSISTANCE LEAGUE OF SOUTHERN CALIFORNIA | |||||||
| 1370 NO ST ANDREWS PLACE | HOLLYWOOD | CA | 900288592 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AVIVA FAMILY & CHILDREN'S SERVICES | |||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BEVERLY HILLS MEALS ON WHEELS | |||||||
| P O BOX 5031 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BEYOND SHELTER | |||||||
| 1200 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BIG BROTHERSBIG SISTERS OF ORANGE COUNTY | |||||||
| 14131 YORBA ST 200 | TUSTIN | CA | 92780 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BLIND CHILDREN'S CENTER INC | |||||||
| 4120 MARATHON ST | LOS ANGELES | CA | 900293584 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BOOKENDS | |||||||
| 2957 S SEPULVEDA BLVD | LOS ANGELES | CA | 900640338 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOY SCOUTS OF AMERICA - LONG BEACH COUNCIL | |||||||
| 401 EAST 37TH ST | LONG BEACH | CA | 90807 | NONE | PUBLIC | UNRESTRICTED | $3,500 |
| BOY SCOUTS OF AMERICA - LOS ANGELES AREA COUNCIL | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOY SCOUTS OF AMERICA - ORANGE COUNTY COUNCIL | |||||||
| 1211 EAST DYER ROAD | SANTA ANA | CA | 927055605 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOYS & GIRLS CLUB OF LA HARBOR | |||||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS & GIRLS CLUB OF VENICE INC | |||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| BOYS & GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DR | CHINO HILLS | CA | 91709 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| 741 NO VERMONT AVE | LOS ANGELES | CA | 900293594 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CENTER FOR LIFELONG LEARNERS | |||||||
| 2239 W WASHINGTON BLVD | LOS ANGELES | CA | 90018 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CENTER FOR THE PARTIALLY SIGHTED | |||||||
| 6101 W CENTINELA AVE 150 | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILD SHARE PROGRAM INC | |||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN ST | VAN NUYS | CA | 91411 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA | |||||||
| 1910 MAGNOLIA AVE | LOS ANGELES | CA | 90007 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD 300 | SHERMAN OAKS | CA | 914031784 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN'S CLINIC - LONG BEACH | |||||||
| 2790 ATLANTIC AVE | LONG BEACH | CA | 90806 | NONE | PUBLIC | UNRESTRICTED | $13,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| CHILDREN'S HOSPITAL OF ORANGE COUNTRY | |||||||
| 455 S MAIN ST | ORANGE | CA | 92868 | NONE | PUBLIC | UNRESTRICTED | $28,000 |
| CLARE FOUNDATION INC | |||||||
| 909 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CLAREMONT INST FOR THE STUDY OF STATESMANSHIP | |||||||
| 937 WEST FOOTHILL BLVD E | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DEVIL PUPS INC | |||||||
| 2815 TOWNSGATE RD 325 | WESTLAKE VILLAGE | CA | 913613097 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DISCOVERY EYE FOUNDATION | |||||||
| 6222 WILSHIRE BLVD 260 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 325 S LOS ANGELES ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| DUBNOFF CENTER FOR CHILD DEVELOPMENT & EDUCATIONAL THERAPY | |||||||
| 10526 DUBNOFF WAY | NORTH HOLLYWOOD | CA | 91606 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EPILEPSY FOUNDATION OF GREATER LOS ANGELES | |||||||
| 5777 WEST CENTURY BLVD 820 | LOS ANGELES | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ETTIE LEE HOMES INC | |||||||
| 5146 N MAINE AVE | BALDWIN PARK | CA | 917060339 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FIVE ACRES - THE BOYS & GIRLS AID SOCIETY OF LOS ANGELES | |||||||
| 760 WEST MOUNTAIN VIEW ST | ALTADENA | CA | 910014996 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E WASHINGTON BLVD 300 | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FRED JORDAN MISSIONS | |||||||
| P O BOX 12345 | COVINA | CA | 91722 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| GIRL SCOUTS OF GREATER LA | |||||||
| 801 S GRAND AVE 300 | LOS ANGELES | CA | 900174621 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| GLENDALE ASSOCIATION FOR RETARDED CHILDREN | |||||||
| 6512 SAN FERNANDO ROAD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| GOOD SHEPHERD SHELTER FOR HOMELESS WOMEN AND CHILDREN | |||||||
| 1650 ROCKWOOD ST | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| GOOD SHEPHERD SHELTER | |||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA | |||||||
| 410 NO FAIRVIEW | SANTA ANA | CA | 92703 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA | |||||||
| 342 SAN FERNANDO ROAD | LOS ANGELES | CA | 900311782 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| HARVEST HOME INC | |||||||
| 2118 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HATHAWAY-SYCAMORES CHILD & FAMILY SERVICES | |||||||
| 210 S DELACEY AVE 110 | PASADENA | CA | 911052074 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HAVEN HILLS INC | |||||||
| PO BOX 260 | CANOGA PARK | CA | 91305 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HOLLYGROVEEMQ CHILDREN & FAMILY SERVICES | |||||||
| 815 NO EL CENTRO AVE | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOOVER INSTITUTE - STANFORD UNIVERSITY | |||||||
| STANFORD UNIVERSITY | STANFORD | CA | 943056010 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| HOUSE EAR INSTITUTE | |||||||
| 2100 WEST THIRD ST 5TH FLOOR | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HUMAN OPTIONS INC | |||||||
| P O BOX 53745 | IRVINE | CA | 926193745 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 NORTH PARK AVE | POMONA | CA | 91768 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| JEWISH BIG BROTHERS ASSOCIATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD 600 | LOS ANGELES | CA | 900484918 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| JOVENES INC | |||||||
| 1208 PLEASANT AVE | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA | |||||||
| 6250 FOREST LAWN DR | LOS ANGELES | CA | 90068 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| KCET COMMUNITY TELEVISION OF SOUTHERN CALIFORNIA | |||||||
| 4401 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| KOCE-TV FOUNDATION | |||||||
| 3080 BRISTOL ST 400 | COSTA MESA | CA | 92626 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| LA GOAL | |||||||
| 4911 OVERLAND AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAGUNA COMMUNITY PLAYERS INC | |||||||
| 606 LAGUNA CANYON RD | LAGUNA BEACH | CA | 926521747 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| LAS FAMILIAS DEL PUEBLO | |||||||
| 307 E SEVENTH ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAS FLORISTAS INC | |||||||
| 3820 CHATWIN AVE | LONG BEACH | CA | 90808 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| LEROY HAYNES CENTER FOR CHILDREN & FAMILY SERVICES INC | |||||||
| 233 WEST BASELINE ROAD | LA VERNE | CA | 91750 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH ST | LOS ANGELES | CA | 90071 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SO WESTERN AVE | SAN PEDRO | CA | 907324389 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LOS ANGELES CHILD GUIDANCE CLINIC | |||||||
| 3031 SO VERMONT AVE | LOS ANGELES | CA | 90007 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| LOS ANGELES MASTER CHORALE ASSOCIATION | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| LOS ANGELES MISSION INC | |||||||
| 303 EAST 5TH ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST MARTYRS MEMORIAL | |||||||
| 100 S THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| LOS ANGELES POLICY ACADEMY MAGNET SCHOOL FOUNDATION | |||||||
| 1529 GILCREST DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MANHATTAN BEACH FRIENDS OF THE LIBRARY | |||||||
| PO BOX 3001 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MANHATTAN BEACH SENIORS CLUB | |||||||
| 1436 21ST ST | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MIDNIGHT MISSION | |||||||
| 601 SO SAN PEDRO ST | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MILITARY WOMEN IN NEED | |||||||
| 10801 NATIONAL BLVD 560 | LOS ANGELES | CA | 90064 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 2764 N GREEN VALLEY PKY 115 | GREEN VALLEY | NV | 89014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | |||||||
| 501E OJAI AVE | OJAI | CA | 93023 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| NEW DIRECTIONS INC | |||||||
| 11303 WILSHIRE BLVD VA BLDG 116 | LOS ANGELES | CA | 900731003 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NORTHEAST VALLEY HEALTH CORPORATION | |||||||
| 1172 NO MACLAY AVE | SAN FERNANDO | CA | 913401300 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||
| 18300 ROSCOE BLVD P O BOX 9000 | NORTHRIDGE | CA | 913289920 | NONE | PUBLIC | UNRESTRICTED | $18,000 |
| OASIS OF HOLLYWOOD | |||||||
| PO BOX 1590 | HOLLYWOOD | CA | 900781590 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| OPICA ADULT DAY CARE CENTER INC | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $17,000 |
| ORANGE COUNTY BAR ASSOCIATION | |||||||
| PO BOX 986 | SANTA ANA | CA | 927020986 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| PACIFIC ASIA MUSEUM | |||||||
| 46 N LOS ROBLES AVE | PASADENA | CA | 91101 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| PACIFIC CHORALE | |||||||
| 3621 S HARBOR BLVD 220 | SANTA ANA | CA | 92704 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 3900 LENNANE DR 200 | SACRAMENTO | CA | 95834 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PARTNERS IN CARE FOUNDATION INC | |||||||
| 732 MOTT ST 150 | SAN FERNANDO | CA | 91340 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| PEACE OVER VIOLENCE | |||||||
| 1015 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 9272 JEROMIMO RD 107A | IRVINE | CA | 92618 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| PO BOX 2361 | PALOS VERDES | CA | 902742361 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PENNINSULA COMMITTEE OF THE CHILDREN'S HOSPITAL | |||||||
| PO BOX 801 | PALOS VERDES | CA | 90274 | NONE | PUBLIC | UNRESTRICTED | $17,500 |
| PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 NO MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PHOENIX HOUSE OF LOS ANGELES | |||||||
| 11600 ELDRIDGE AVE | LAKE VIEW TERRACE | CA | 91342 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| PROJECT SISTER FAMILY SERVICES | |||||||
| PO BOX 1369 | POMONA | CA | 917691369 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROVIDENCE LITTLE COMPANY OF MARY COMMUNITY HEALTH FOUNDATION | |||||||
| 1300 W 7TH ST | SAN PEDRO | CA | 90732 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PROVIDENCE TRINITYCARE HOSPICE FOUNDATION | |||||||
| 2601 AIRPORT DR 230 | TORRANCE | CA | 90505 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROYECTO PASTORAL AKA JESUIT HISPANO MINISTRY | |||||||
| 135 NO MISSION RD | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| PUENTE LEARNING CENTER | |||||||
| 501 SO BOYLE AVE | LOS ANGELES | CA | 900333816 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| R M PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DR | VALENCIA | CA | 913551009 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| RAINBOW SERVICES LTD | |||||||
| 453 WEST 7TH ST | SAN PEDRO | CA | 90731 | NONE | PUBLIC | UNRESTRICTED | $3,500 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1954 COTNER AVE | LOS ANGELES | CA | 900255602 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| SANDPIPERS PHILANTHROPY TRUST FUND | |||||||
| PO BOX 72 | HERMOSA BEACH | CA | 90254 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 NO CLAREMONT BLVD 207B | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ST ANNE'S MATERNITY HOME | |||||||
| 155 NO OCCIDENTAL BLVD | LOS ANGELES | CA | 900264698 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST ANSELM'S CROSS-CULTURAL COMMUNITY CENTER | |||||||
| 11277 GARDEN GROVE BLVD 2ND FL | GARDEN GROVE | CA | 92843 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| ST BARNABAS SENIOR SERVICES | |||||||
| 675 CARONDELET ST | LOS ANGELES | CA | 900573309 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DR | VENICE | CA | 902918633 | NONE | PUBLIC | UNRESTRICTED | $18,000 |
| ST MARGARET'S CENTER | |||||||
| 10217 INGLEWOOD AVE | LENNOX | CA | 90304 | NONE | PUBLIC | UNRESTRICTED | $13,000 |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | |||||||
| 2222 OCEAN VIEW AVE 114 | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $28,000 |
| STARLIGHT CHILDREN'S FOUNDATIION | |||||||
| 5757 WILSHIRE BLVD M-100 | LOS ANGELES | CA | 900365810 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| STONE SOUP CHILD CARE PROGRAM | |||||||
| 15910 VENTURA BLVD 1702 | ENCINO | CA | 914362811 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| STRIVE FOUNDATION | |||||||
| 9124 S MAIN ST | LOS ANGELES | CA | 90003 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| TEACH FOR AMERICA INC | |||||||
| 606 S OLIVE ST 3RD FLOOR | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE BLIND CHILDREN'S LEARNING CENTER OF ORANGE COUNTY | |||||||
| 18542-B VANDERLIP AVE | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $8,000 |
| THE CHRYSALIS CENTER | |||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| THE FRIENDS OF THE BEVERLY HILLS PUBLIC LIBRARY | |||||||
| 444 N REXFORD DR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE JEFFREY FOUNDATION | |||||||
| 5470 W WASHINGTON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE JOHN DOUGLAS FRENCH ALZHEIMER'S FOUNDATION | |||||||
| 11620 WILSHIRE BLVD 270 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $17,500 |
| THE MAPLE COUNSELING CENTER | |||||||
| 9107 WILSHIRE BLVD LOWER LEVEL | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| THE NEWPORT BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 AVOCADO AVE | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE RICHSTONE CENTER | |||||||
| 13620 CORDARY AVE | HAWTHORNE | CA | 90250 | NONE | PUBLIC | UNRESTRICTED | $18,000 |
| THE SABAN FREE CLINIC | |||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 900483476 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD 500 | LONG BEACH | CA | 90802 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| THE STANFORD REVIEW | |||||||
| PO BOX 20222 | STANFORD | CA | 94309 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE VIRGINIA AVENUE PROJECT | |||||||
| 3000 W OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| TORRANCE MEMORIAL MEDICAL CENTER | |||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 905055073 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| TRAVELERS AID SOCIETY OF LOS ANGELES CALIFORNIA | |||||||
| 1507 WINONA BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| USC - NORRIS CANCER HOSPITAL | |||||||
| 1441 EASTLAKE AVE RM 8302 | LOS ANGELES | CA | 900330800 | NONE | PUBLIC | UNRESTRICTED | $33,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| UNITED WAY - ORANGE COUNTY | |||||||
| 18012 MITCHELL AVE | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE ST T500 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | UNRESTRICTED | $40,000 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 224 IRVINE HALL | IRVINE | CA | 926977550 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| UPWARD BOUND HOUSE | |||||||
| 1104 WASHINGTON AVE | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VALLEY COMMUNITY CLINIC | |||||||
| 6801 COLDWATER CANYON AVE | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| VALLEY PRESBYTERIAN HOSPITAL | |||||||
| 15107 VANOWEN ST | VAN NUYS | CA | 91405 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VENICE ARTS MECCA | |||||||
| 610 CALIFORNIA AVE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $23,000 |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 900591199 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| VIP COMMUNITY MENTAL HEALTH CENTER INC | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 10031 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VISTA DEL MAR CHILD AND FAMILY SERVICES | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| PO BOX 1705 | SAN PEDRO | CA | 90267 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| WESTSIDE CENTER FOR INDEPENDENT LIVING INC | |||||||
| 12901 VENICE BLVD | MANHATTAN BEACH | CA | 90066 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1588500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $118 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $857,948 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,328 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| OIL & GAS ROYALTIES | 15 | $650,227 |
| DELAY RENTALS | 15 | $27,022 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,531,987 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1531987 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOMASO, DE PRY & DEL CAMPO | Category |
| Amount | $12,750 | Amount |
| Net Investment Income | 12750 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (13 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| CONFERENCE FURNITURE | 1985-08-31 | 1674 | 1674 | SL | 12.000000000000 | 0 | 0 |
| FILE CABINETS | 1988-11-01 | 1185 | 1185 | SL | 10.000000000000 | 0 | 0 |
| CONFERENCE TABLE | 1992-11-04 | 757 | 757 | SL | 10.000000000000 | 0 | 0 |
| L-SHAPED DESK | 1995-03-16 | 839 | 839 | SL | 10.000000000000 | 0 | 0 |
| L-SHAPED DESK | 1995-05-05 | 736 | 736 | SL | 10.000000000000 | 0 | 0 |
| 2 TASK CHAIRS | 1995-05-23 | 714 | 714 | SL | 10.000000000000 | 0 | 0 |
| 4 LATERAL FILES | 1995-09-11 | 1185 | 1185 | SL | 10.000000000000 | 0 | 0 |
| 3 PEDESTAL FILES | 1995-11-02 | 487 | 487 | SL | 10.000000000000 | 0 | 0 |
| IBM TYPEWRITER | 1996-08-31 | 547 | 547 | SL | 5.000000000000 | 0 | 0 |
| REFRIGERATOR/WATER COOLER | 1999-10-01 | 706 | 706 | SL | 5.000000000000 | 0 | 0 |
| CANON PC-980 COPIER | 2002-04-22 | 756 | 756 | SL | 5.000000000000 | 0 | 0 |
| HP820 COMPUTER | 2005-02-16 | 1006 | 1006 | SL | 5.000000000000 | 0 | 0 |
| DELL OPTIPLEX 755 COMPUTER & AIO PRINTER | 2008-05-06 | 959 | 480 | SL | 5.000000000000 | 192 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PAYDEN & RYGEL INVESTMENT GROUP MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 23438359 | BookValue |
| EOYFMV | 24360303 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (13 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | EOYFMVEOYFMV | Book ValueBookValue |
|---|---|---|---|---|
| CONFERENCE FURNITURE | 1674 | 1674 | 0 | |
| FILE CABINETS | 1185 | 1185 | 0 | |
| CONFERENCE TABLE | 757 | 757 | 0 | |
| L-SHAPED DESK | 839 | 839 | 0 | |
| L-SHAPED DESK | 736 | 736 | 0 | |
| 2 TASK CHAIRS | 714 | 714 | 0 | |
| 4 LATERAL FILES | 1185 | 1185 | 0 | |
| 3 PEDESTAL FILES | 487 | 487 | 0 | |
| IBM TYPEWRITER | 547 | 547 | 0 | |
| REFRIGERATOR/WATER COOLER | 706 | 706 | 0 | |
| CANON PC-980 COPIER | 756 | 756 | 0 | |
| HP820 COMPUTER | 1006 | 1006 | 0 | |
| DELL OPTIPLEX 755 COMPUTER & AIO PRINTER | 959 | 672 | 0 | 287 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LATHAM & WATKINS | Category |
| Amount | $579 | Amount |
| Net Investment Income | 579 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LEASE DEPOSIT | 3906 | 3906 | 3906 |
| PREPAID FEDERAL EXCISE TAX | 12283 | 13657 | 13657 |
| OIL & GAS ROYALTY INTERESTS | 0 | 2531458 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 711 | 0 | 0 |
| INSURANCE | 12294 | 4303 | 7991 |
| OFFICE EXPENSE | 6170 | 2160 | 4010 |
| ROYALTY OPERATING | 12670 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OIL & GAS ROYALTIES | 650227 | 650227 | 650227 |
| DELAY RENTALS | 27022 | 27022 | 27022 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LOU MALDONADO | Category |
| Amount | $685 | Amount |
| Net Investment Income | 685 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRODUCTION | $31,622 | 31622 | 0 |
| PAYROLL | $8,033 | 2812 | 5221 |
| EXCISE (SEC. 4940) | $13,686 | 0 | 0 |
| PROPERTY | $723 | 0 | 0 |
| FILING FEES | $160 | 0 | 0 |
Comments