THE CAROL MOSS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE CAROL MOSS FOUNDATION (EIN 95-4076344)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-06
- IRS object ID
- 201120969349100712
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-06T19:57:39-07:00 | 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 | Moss Levy & Hartzheim CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9107 Wilshire Blvd Ste 400 | AddressLine1 |
| City | Beverly Hills | City |
| State | CA | State |
| ZIP Code | 90210 | 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 | 954076344 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROL MOSS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 3104723081 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD RD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROL MOSS | Name |
| Title | President | Title |
| Date Signed | 2011-03-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG A HARTZHEIM | Name |
| Phone | 3102732745 | 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 | 2266044 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 300000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9251 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9251 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9251 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 33898 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33898 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 33898 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -2589 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 331158 | GrossSalesPrice |
| Total Revenue And Expenses | 340560 | TotalRevenueAndExpenses |
| Total Net Investment Income | 43149 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 43149 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 5106 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 5106 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 257 | TaxesRevAndExpnss |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 1714 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1714 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7077 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6820 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 87000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 87000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94077 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 93820 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 246483 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 43149 | NetInvestmentIncome |
| Adjusted Net Income | 43149 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1557757 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 889586 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 890044 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig EOY | 577140 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 574359 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 348900 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 348900 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 470046 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 337514 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 331595 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1906657 | TotalAssetsBOY |
| Total Assets EOY | 2153140 | TotalAssetsEOY |
| Total Assets EOYFMV | 2266044 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1906657 | UnrestrictedBOY |
| Unrestricted EOY | 2153140 | UnrestrictedEOY |
| Total Net Assets BOY | 1906657 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2153140 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1906657 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2153140 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1906657 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 246483 | ExcessOfRevenueOverExpenses |
| Subtotal | 2153140 | Subtotal |
| Total Net Assets Fund Balances EOY | 2153140 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 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 |
|---|---|---|---|---|---|---|---|
| 8,000 PROCTOR GAMBLE 4.60% NOTES 1/15/14 | P | 2010-05-12 | 2010-06-28 | 8736 | 8706 | 30 | 30 |
| 45,000 PRIN LIFE TR 5.15% NOTES 9/30/11 | P | 2009-09-23 | 2010-05-12 | 46575 | 47590 | -1015 | -1015 |
| 8,000 ORACLE CORP 4.95% NOTES | P | 2010-05-12 | 2010-08-12 | 8834 | 8773 | 61 | 61 |
| 45,000 WACHOVIA CORP 5.30% BOTES 10/15/11 | P | 2009-09-23 | 2010-05-11 | 47317 | 47909 | -592 | -592 |
| 10,000 UST INFL IDX 3.0% INDEX | P | 2010-04-23 | 2010-08-17 | 12882 | 13028 | -146 | -146 |
| 9,000 US TREASURY NOTES 1% 12/31/11 | P | 2010-04-23 | 2010-08-13 | 9072 | 9012 | 60 | 60 |
| 35,000 GENL ELEC CAP CP 6.60% NOTES | P | 2009-09-23 | 2010-05-26 | 37695 | 38570 | -875 | -875 |
| 50,000 GE CAPITAL FINL 2.75% CD | P | 2009-09-23 | 2010-04-23 | 49755 | 50000 | -245 | -245 |
| 43,000 BOTTLING GRP 6.95% SR NOTES | P | 2009-09-23 | 2010-05-11 | 50158 | 50232 | -74 | -74 |
| 9,000 BB&T CORP 5.70% NOTES | P | 2010-05-04 | 2010-08-26 | 10084 | 9927 | 157 | 157 |
| 50,000 AMER EXP CENT BK 2.4% CD | P | 2009-09-23 | 2010-04-23 | 50050 | 50000 | 50 | 50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2589 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2589 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 79453 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1756357 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04524 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 63942 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1544865 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04139 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 19225 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1355250 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.01419 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 31788 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 932080 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03410 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 41484 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 919523 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04512 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.18003 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03601 | AverageDistributionRatio |
| Net Noncharitable Assets | 2101815 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 75678 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 431 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 76109 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 93820 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 431 | InvestmentIncomeExciseTax |
| Subtotal | 431 | Subtotal |
| Tax Based On Investment Income | 431 | TaxBasedOnInvestmentIncome |
| Tax Due | 431 | 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 | false | 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 | CAROL MOSS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3104723081 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD ROAD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | CAROL MOSS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD RD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | Title |
| Avg Hours Per Wk Devoted To Position | 5.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| 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 | 910151 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1223671 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2133822 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2133822 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32007 | CashDeemedCharitable |
| Net Noncharitable Assets | 2101815 | NetNoncharitableAssets |
| Minimum Investment Return | 105091 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 105091 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 431 | TaxBasedOnInvestmentIncome |
| Total Tax | 431 | TotalTax |
| Distributable Amount Before Adj | 104660 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 104660 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 104660 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 93820 | ExpensesAndContributions |
| Qualifying Distributions | 93820 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 431 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 93389 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 104660 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 79115 | UndistributedIncomePriorYear |
| Qualifying Distributions | 93820 | QualifyingDistributions |
| Applied To Year1 | 79115 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14705 | AppliedToCurrentYear |
| Undistributed Income CY | 89955 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL MOSS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HADASSAH SOUTHERN | |||||||
| 50 W 58th St | NW YORK | NY | 10019 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 |
| HART HIGH SCHOOL DRAMAASBCHOIR | |||||||
| 24825 Newhall Avenue | NEWHALL | CA | 91321 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 |
| PACIFIC COAST DOG RESCUE | |||||||
| 119 W LINDEN CT | BURBANK | CA | 91502 | NONE | PUBLIC | PROGRAM SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 87000 | 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 | $9,251 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,898 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -2589 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $43,149 | ExclusionAmount |
| Related Or Exempt Function Income | -2589 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40560 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CAROL MOSS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 HOMEWOOD RD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90049 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 300000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,106 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 5106 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 10,673 FIXED INC BOND FUNDS | 121157 | 121272 |
| 197,000 CORP BONDS | 216357 | 210323 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 200 TIME WARNER INC NEW | 6036 | 6434 |
| 50 TIME WARNER CABLE | 3301 | |
| 1,650 INT'L BUSINESS MACHINES | 138864 | 242154 |
| 204 EDWARDS LIFESCIENCE CORP | 5605 | 16491 |
| 629 WALT DISNEY COMPANY | 14272 | 23594 |
| 500 CITIGROUP INC | 3355 | 2365 |
| 1,095 BAXTER INT'L INC | 58681 | 55429 |
| 1,245 BANK OF AMERICA CORP | 17530 | 16608 |
| 18 AOL INC | 1598 | 427 |
| 800 AMGEN INC | 46200 | 43920 |
| 1,721 AMER STATE WATER CO | 56759 | 59323 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 311952 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 309407 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 265188 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 264952 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| OFFICE SUPPLIES | 60 | 60 |
| INVESTMENT ADVISORY FEES | 1569 | 1569 |
| FILING FEES | 85 | 85 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | Category |
| Amount | $257 | Amount |
Comments