GALE FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GALE FAMILY FOUNDATION INC (EIN 95-4774225)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-14
- IRS object ID
- 201111659349100751
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-14T12:28:37-05:00 | 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 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954774225 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GALE | NameControl |
| Phone | 3104770450 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TINA GALE | Name |
| Title | PRESIDENT | Title |
| Phone | 3104770450 | Phone |
| Date Signed | 2011-05-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CURTIS ABRAMSON | Name |
| Phone | 3104770450 | 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 826546 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 29430 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 29430 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 62120 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 657180 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 62120 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 91566 | TotalRevenueAndExpenses |
| Total Net Investment Income | 91566 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1043 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 521 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 522 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5062 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5062 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 119 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 109 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 500 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 500 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6724 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5692 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1032 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 35250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41974 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5692 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 36282 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 49592 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 85874 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5389 | CashBOY |
| Cash EOY | 4586 | CashEOY |
| Cash EOYFMV | 4586 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 90736 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 33998 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 33998 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 687493 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 787962 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 787962 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 783618 | TotalAssetsBOY |
| Total Assets EOY | 826546 | TotalAssetsEOY |
| Total Assets EOYFMV | 826546 | 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 | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 783618 | RetainedEarningsBOY |
| Retained Earnings EOY | 826546 | RetainedEarningsEOY |
| Total Net Assets BOY | 783618 | TotalNetAssetsBOY |
| Total Net Assets EOY | 826546 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 783618 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 826546 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 783618 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 49592 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 833210 | Subtotal |
| Other Decreases | 6664 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 826546 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5,382 SH RUSSELL US CORE EQUITY CL/XXX-XX-XXXX | P | 2009-02-09 | 2010-02-03 | 129225 | 100000 | 29225 | 29225 |
| 479 SH RUSSELL GLOBAL REAL ESTATE SECURITIES S/XXX-XX-XXXX | P | 2009-02-06 | 2010-02-03 | 13777 | 10000 | 3777 | 3777 |
| 2,974 SH RUSSELL INTERNATL DEVELOPED MRKT CL S/XXX-XX-XXXX | P | 2009-02-06 | 2010-02-03 | 85393 | 66000 | 19393 | 19393 |
| 1,117 SH RUSSELL U.S. SMALL & MID CAP FUND CL S/XXX-XX-XXXX | P | 2009-02-06 | 2010-02-03 | 19948 | 15000 | 4948 | 4948 |
| 1,217 SH RUSSELL U.S. QUANTITATIVE EQ S/XXX-XX-XXXX | P | 2009-02-06 | 2010-02-03 | 30998 | 25000 | 5998 | 5998 |
| 362 SH RYDEX SGI MANAGED FUTURES STRAT CL H/78356A491 | P | 2009-02-06 | 2010-02-03 | 9400 | 10000 | -600 | -600 |
| 34,827 SH RUSSELL STRATEGIC BOND CL I/XXX-XX-XXXX | P | 2009-01-01 | 2010-02-03 | 363598 | 369000 | -5402 | -5402 |
| 6 SH LEUTHOLD ASSET ALLOCATION FD CL 1 NONDIVIDEND DISTRIBUTION | P | 2009-03-25 | 2010-03-25 | 60 | 60 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 4781 | 4781 | 4781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 62120 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48013 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 727586 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065989 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48271 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 884837 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054554 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 41892 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1011520 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041415 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 41974 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 945825 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044378 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35812 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 840974 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042584 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248920 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049784 | AverageDistributionRatio |
| Net Noncharitable Assets | 789233 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 39291 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 859 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40150 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 36282 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1717 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1717 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1717 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 863 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1300 | TaxPaidWithExtension |
| Total Credits And Payments | 2163 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 446 | Overpayment |
| Amount Credited To Next Year | 446 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | MOSS ADAMS LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3104770450 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90024 | 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 |
|---|---|---|---|---|---|---|---|---|
| TINA GALE | ||||||||
| 10960 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90024 | PRESIDENT/DIRECTOR | 1.00 | 0 | 0 | 0 |
| M ROBERT GALE | ||||||||
| 10960 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90024 | SECRETARY/DIRECTOR/CFO | 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 | 751784 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 49468 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 801252 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 801252 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12019 | CashDeemedCharitable |
| Net Noncharitable Assets | 789233 | NetNoncharitableAssets |
| Minimum Investment Return | 39462 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39462 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1717 | TaxBasedOnInvestmentIncome |
| Total Tax | 1717 | TotalTax |
| Distributable Amount Before Adj | 37745 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 37745 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 37745 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 36282 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 36282 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 36282 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 37745 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 35688 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 36282 | QualifyingDistributions |
| Applied To Year1 | 35688 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 594 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 37151 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TINA GALE | ContributingManager |
| Contributing Manager | M ROBERT GALE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | NONE | 170(B)(1)(A)(II) | TO CREATE, PRESERVE, AND DISSEMINATE KNOWLEDGE TO DIVERSE & TALENTED INDIVID | $7,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | 170(B)(1)(A)(VI)/509 | TO FORMULATE AND PROMOTE CONSERVATIVE PUBLIC POLICIES BASED ON FREE ENTERPRI | $2,250 |
| TONY LARUSSAS ANIMAL RESCUE FOUNDATION | |||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 945981635 | NONE | 170(B)(1)(A)(VI)/509 | TO SAVE DOGS AND CATS WHO HAVE RUN OUT OF TIME AT PU | $500 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| CHURCH STREET STATION PO BOX 780 | NEW YORK | NY | 100080780 | NONE | 170(B)(1)(A)(VI)/509 | RESEARCH FOR BETTER TRETMENTS & ULTIMATELY A CURE FOR PARKINSONS DISEASE | $5,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 949151200 | NONE | 170(B)(1)(A)(VI)/509 | PROVIDE GREATER MOBILITY FOR BLIND AND VISUALLY IMPA | $5,500 |
| JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL | |||||||
| 26 BROADWAY FL 14 | NEW YORK | NY | 100041838 | NONE | 170(B)(1)(A)(VI)/509 | TO FIND A CURE FOR JUVENILE DIABETES | $750 |
| STREETLIGHTS | |||||||
| 622 N VAN NESS AVE STE 105 | LOS ANGELES | CA | 90004 | NONE | 170(B)(1)(A)(VI)/509 | JOB TRAINING & PLACEMENT OF LOW INCOME MINORITIES INTO THE ENTERTAINMENT IND | $500 |
| THE OJAI FOUNDATION | |||||||
| 9739 OJAI STANTA PAULA ROAD | OJAI | CA | 93023 | NONE | 170(B)(1)(A)(VI)/509 | SPONSORS RETREATS & WORKSHOPS FOR EDUCATIONAL ENVIRONMENT FOR PARTICIPANTS | $1,000 |
| FRIENDS OF MONTECITO LIBRARY | |||||||
| PO BOX 5788 | SANTA BARBARA | CA | 93108 | NONE | 170(B)(1)(A)(VI)/509 | SERVICES TO LOCAL LIBRARY | $500 |
| AUTISM SPEAKS | |||||||
| 1 E 33RD ST FL 4 | NEW YORK | NY | 100165011 | NONE | 170(B)(1)(A)(VI)/509 | FUNDS RESEARCH INTO CAUSES, PREVENTION, TREATMENT & CURE FOR AUTISM | $250 |
| AMANDA FOUNDATION | |||||||
| 351 FOOTHILL RD | BEVERLY HILLS | CA | 902103609 | NONE | 509(A)(2) | ANIMAL RESCUE | $2,500 |
| WE SPARK INC | |||||||
| 13520 VENTURA BLVD | SHERMAN OAKS | CA | 914233802 | NONE | 170(B)(1)(A)(VI)/509 | COUNSELING SERVICES TO CANCER SURVIVORS | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35250 | 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 | 14 | ExclusionCode |
| Exclusion | $16 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,430 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $62,120 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $91,566 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 91566 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY - 1692 | NameOfStock |
| EOY Book Value | 787962 | EOYBookValue |
| EOYFMV | 787962 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,043 | Amount |
| Net Investment Income | 521 | NetInvestmentIncome |
| Disbursements Charitable Prps | 522 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $6,664 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIPS AND DUES | Description |
| Revenue And Expenses Per Books | 500 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $5,062 | Amount |
| Net Investment Income | 5062 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FRANCHISE TAX | $10 | 0 | 10 |
| FOREIGN TAXES | $109 | 109 | 0 |
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