MACDONALD FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MACDONALD FOUNDATION (EIN 33-6269762)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201111369349100616
- Schema version
- 2010v3.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T07:31:58-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kiesling Associates LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8517 Excelsior Dr Ste 301 | AddressLine1 |
| City | Madison | City |
| State | WI | State |
| ZIP Code | 53717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336269762 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACDONALD FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | CO MARK AND DONNA MACDONALD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MACD | NameControl |
| Phone | 8778295500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1561 GATES AVE | AddressLine1 |
| City | MANHATTAN BEACH | City |
| State | CA | State |
| ZIP Code | 90266 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK MACDONALD | Name |
| Title | Trustee | Title |
| Date Signed | 2011-05-16 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michelle Eno Tax Manager | Name |
| Phone | 6086649110 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 6389599 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 800000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 570 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 570 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 218474 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 218474 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 238671 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1104805 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 238671 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 7251 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 9298 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 1267013 | TotalRevenueAndExpenses |
| Total Net Investment Income | 457715 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7251 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3411 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3411 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 60067 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 60067 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2068 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2068 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 143 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 143 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 65689 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 65689 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 255150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 255150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 320839 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 65689 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 255150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 946174 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 392026 | NetInvestmentIncome |
| Adjusted Net Income | 7251 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 517 | CashBOY |
| Cash EOY | 25262 | CashEOY |
| Cash EOYFMV | 25262 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1146687 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2153837 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2153837 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1115069 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 792563 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 792563 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1705595 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2736381 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2736381 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 828307 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 681556 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 681556 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 4796175 | TotalAssetsBOY |
| Total Assets EOY | 6389599 | TotalAssetsEOY |
| Total Assets EOYFMV | 6389599 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4796175 | CapitalStockBOY |
| Capital Stock EOY | 6389599 | CapitalStockEOY |
| Total Net Assets BOY | 4796175 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6389599 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4796175 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6389599 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4796175 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 946174 | ExcessOfRevenueOverExpenses |
| Other Increases | 647250 | OtherIncreases |
| Subtotal | 6389599 | Subtotal |
| Total Net Assets Fund Balances EOY | 6389599 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 44 | |||||||
| Capital Gain Dividends | |||||||
| 231376 | ATTACHMENT A | P | 2008-01-01 | 2010-12-31 | 971437 | 740061 | 231376 |
| 7251 | ATTACHMENT A | P | 2010-01-01 | 2010-12-31 | 133324 | 126073 | 7251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 238671 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 7251 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 534219 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4491580 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.11894 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 626121 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4555629 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.13744 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 626707 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4031745 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.15544 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1793743 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2974972 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.60294 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1092505 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3035750 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.35988 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.37464 | TotalDistributionRatio |
| Average Distribution Ratio | 0.27493 | AverageDistributionRatio |
| Net Noncharitable Assets | 5467941 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1503296 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3920 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1507216 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 255150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7841 | InvestmentIncomeExciseTax |
| Subtotal | 7841 | Subtotal |
| Tax Based On Investment Income | 7841 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 177 | PenaltyForUnderpayment |
| Tax Due | 8018 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK MACDONALD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8778295500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1561 GATES AVE | AddressLine1 |
| City | MANHATTAN BEACH | City |
| State | CA | State |
| ZIP Code | 90266 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DONNA MARIE MACDONALD | ||||||
| 1561 GATES AVE | MANHATTAN BEACH | CA | 90266 | Trustee | 1.00 | 0 |
| MARK MACDONALD | ||||||
| 1561 GATES AVE | MANHATTAN BEACH | CA | 90266 | Trustee | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3934895 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1616314 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5551209 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 5551209 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 83268 | CashDeemedCharitable |
| Net Noncharitable Assets | 5467941 | NetNoncharitableAssets |
| Minimum Investment Return | 273397 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 273397 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7841 | TaxBasedOnInvestmentIncome |
| Total Tax | 7841 | TotalTax |
| Distributable Amount Before Adj | 265556 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 265556 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 265556 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 255150 | ExpensesAndContributions |
| Qualifying Distributions | 255150 | QualifyingDistributions |
| Adj Qualifying Distributions | 255150 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 265556 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 945939 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1650610 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 435293 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 407628 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 309640 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3749110 | TotalExcessDistriCarryover |
| Qualifying Distributions | 255150 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 255150 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 10406 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10406 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3738704 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 935533 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2803171 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1650610 | ExcessFromYear4 |
| Excess From Year3 | 435293 | ExcessFromYear3 |
| Excess From Year2 | 407628 | ExcessFromYear2 |
| Excess From Year1 | 309640 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONNA MARIE MACDONALD | ContributingManager |
| Contributing Manager | MARK MACDONALD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LOS ANGELES MISSION | ||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | None | NEEDS OF THE HOMELESS AND HUNGRY | $100 |
| LONG BEACH RESCUE MISSION | ||||||
| 1430 PACIFIC AVE | LONG BEACH | CA | 90801 | None | NEEDS OF THE HOMELESS AND HUNGRY | $100 |
| HUGH O'BRIEN YOUTH LEADERSHIP | ||||||
| 31255 CEDAR VALLEY DRIVE - SUITE 32 | WESTLAKE VILLAGE | CA | 91362 | None | FUNDS FOR YOUTH LEADERSHIP DEVELOPMENT | $5,000 |
| BET TZEDEK | ||||||
| 145 S FAIRFAX AVENUE STE 200 | LOS ANGELES | CA | 90036 | None | SERVICES FOR LOW-INCOME, ELDERLY, AND DISABLE RESIDENTS | $1,000 |
| THE ARTHRITIS FOUNDATION | ||||||
| 800 W 6TH STREET SUITE 1250 | LOS ANGELES | CA | 90017 | None | FUNDS FOR RESEARCH | $100 |
| CONGREGATION TIKVAT JACOB | ||||||
| 1829 NORTH SEPULVEDA BLVD | MANHATTAN BEACH | CA | 90266 | None | FOR MISSION WORK | $5,000 |
| THE PAINTED TURTLE | ||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | None | SERVICES FOR YOUTH | $2,000 |
| HABITAT FOR HUMANITY | ||||||
| 17700 SOUTH FIGUEROA ST | GARDENA | CA | 90248 | None | FOR HOUSING MINISTRY SUPPORT | $5,000 |
| MY FRIEND'S PLACE | ||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | None | SERVICES FOR HOMELESS YOUTH | $5,000 |
| DANA FARBER MARATHON | ||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | None | FOR CANCER RESEARCH | $5,000 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | None | FOR EMERGENCY RELIEF | $20,000 |
| BOYS AND GIRLS CLUB OF VENICE | ||||||
| 2232 LINCOLN BLVD | VENICE | CA | 90291 | None | SERVICES FOR YOUTH | $20,000 |
| MANHATTAN BEACH LITTLE LEAGUE | ||||||
| PO BOX 3512 | MANHATTAN BEACH | CA | 90266 | None | FOR CHILDRENS RECREATION PROGRAMS | $56,750 |
| AMERICAN CANCER SOCIETY | ||||||
| 5731 W SLAUSON AVE STE 200 | CULVER CITY | CA | 90230 | None | CANCER RESEARCH | $20,000 |
| TOGETHER IN MISSION | ||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | None | FOR MISSION WORK | $1,000 |
| OUR LADY OF GUADALUPE CHURCH | ||||||
| 320 MASSEY STREET | HERMOSA BEACH | CA | 90254 | None | FOR SCHOOL BUILDING | $28,000 |
| UNITED CEREBRAL PALSY | ||||||
| 15030 VENTURA BLVD SUITE 19-812 | SHERMAN OAKS | CA | 91403 | None | FOR PROGRAMS AND FACILITIES | $25,000 |
| ROLLING HILLS PREPARATORY SCHOOL | ||||||
| 300A PASEO DEL MAR | PALOS VERDES ESTATES | CA | 90274 | None | FOR SCHOLARSHIP FUND AND SCHOOL BUILDINGS | $56,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 255150 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $570 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $218,474 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,298 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $44 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $238,627 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $44 | UnrelatedBusinessIncomeAmount |
| Exclusion | $466,969 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 467013 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $3,411 | Amount |
| Net Investment Income | 3411 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| REGISTRATION FEE | 75 | 75 |
| BANK FEES | 68 | 68 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 9298 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unrealized Capital Gains | $458,982 |
| Principal Pay Downs | $188,268 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NWQ INVESTMENT MANAGEMENT COMP | $53,095 | 53095 | 0 | 0 |
| INVESTMENT EXPENSES | $6,972 | 6972 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $2,068 | Amount |
| Net Investment Income | 2068 | NetInvestmentIncome |
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