JESS & PALMA MORGAN FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JESS & PALMA MORGAN FOUNDATION (EIN 95-4279684)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201131329349101793
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T18:17:27-05:00 | 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 | JESS S MORGAN & COMPANY INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | 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 | 954279684 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JESS AND PALMA MORGAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JESS | NameControl |
| Phone | 3236342400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BOULEVARD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JESS S MORGAN | Name |
| Title | PRESIDENT | Title |
| Phone | 3236342400 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3236342400 | 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 | 44948 | 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 |
| Dividends Rev And Expnss | 1854 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1854 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11766 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 73028 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11766 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 13620 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13620 | 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 |
| Taxes Rev And Expnss | 31 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 51 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52204 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52204 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52255 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52204 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -38635 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13620 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 768 | CashBOY |
| Cash EOY | 1006 | CashEOY |
| Cash EOYFMV | 1006 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2016 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1250 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1250 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 74064 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 35926 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 42692 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 76848 | TotalAssetsBOY |
| Total Assets EOY | 38182 | TotalAssetsEOY |
| Total Assets EOYFMV | 44948 | 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 | 76848 | RetainedEarningsBOY |
| Retained Earnings EOY | 38182 | RetainedEarningsEOY |
| Total Net Assets BOY | 76848 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38182 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 76848 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38182 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 76848 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -38635 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 38213 | Subtotal |
| Other Decreases | 31 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 38182 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 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 |
|---|---|---|---|---|---|---|---|
| 59 SHS OF ISHARES IBOXX TR HIGH YLD CORP | P | 2009-01-20 | 2010-01-04 | 5215 | 4411 | 804 | 804 |
| 76 SHS OF ISHARES BARCLAYS 1-3 YR TREAS BOND | P | 2009-01-20 | 2010-03-24 | 6324 | 6421 | -97 | -97 |
| 50 SHS OF ISHARES RUSSELL 3000 INDEX | P | 2009-01-20 | 2010-03-24 | 3448 | 2378 | 1070 | 1070 |
| 1 SH OF QWEST COMM INTL INC. | P | 2010-05-14 | 2010-05-14 | 74 | 74 | 74 | |
| 1 SH OF ADELPHIA COMMUN CL A | P | 2010-05-14 | 2010-05-14 | 58 | 58 | 58 | |
| 1 SH OF ADELPHIA COMMUN CL A | P | 2010-05-14 | 2010-05-14 | 56 | 56 | 56 | |
| 100 SHS OF ISHARES RUSSELL 3000 INDEX | P | 2009-01-20 | 2010-06-02 | 6446 | 4756 | 1690 | 1690 |
| 98 SHS OF ISHARES BARCLAYS 1-3 YR CREDIT BOND | P | 2009-01-20 | 2010-06-02 | 10115 | 9984 | 131 | 131 |
| 571.429 SHS OF LIQUID METAL TECHNOLOGIES @ $1.75 6-13-10 | P | 2005-06-10 | 2010-06-13 | 0 | 0 | ||
| 44 SHS OF ISHARES INV GRADE CORP BOND | P | 2009-01-20 | 2010-07-02 | 4755 | 4416 | 339 | 339 |
| 999.749 SHS OF LIQUID METAL TECHNOLOGIES @ $1.75 8-2-10 | P | 2005-08-15 | 2010-08-02 | 0 | 0 | ||
| 6 SHS OF ISHARES TR BARCLAYS AGG BOND | P | 2009-01-20 | 2010-09-07 | 650 | 618 | 32 | 32 |
| 142 SHS OF ISHARES TR MSCI EMERG MKT | P | 2009-01-20 | 2010-09-07 | 5903 | 3133 | 2770 | 2770 |
| 17 SHS OF ISHARES BARCLAYS 1-3 YR CREDIT BOND | P | 2009-01-20 | 2010-09-07 | 1776 | 1732 | 44 | 44 |
| 75 SHS OF SPDR BARCLAYS HIGH YLD ETF | P | 2010-01-04 | 2010-09-07 | 2923 | 2944 | -21 | -21 |
| 66 SHS OF SELECT SECTOR SPDR HEALTHCARE | P | 2009-01-20 | 2010-09-07 | 1907 | 1712 | 195 | 195 |
| 98 SHS OF SELECT SECTOR SPDR CONS STPLS | P | 2009-01-20 | 2010-09-07 | 2659 | 2258 | 401 | 401 |
| 140 SHS OF SPDR TECHNOLOGY SECTOR | P | 2009-01-20 | 2010-09-07 | 3015 | 2050 | 965 | 965 |
| 30 SHS OF ISHARES TR BARCLAYS AGG BOND | P | 2009-01-20 | 2010-11-11 | 3235 | 3088 | 147 | 147 |
| 18 SHS OF ISHARES BARCLAYS 1-3 YR TREAS BOND | P | 2010-09-07 | 2010-11-11 | 1506 | 1518 | -12 | -12 |
| 20 SHS OF ISHARES TR MSCI EAFE IDX | P | 2009-01-20 | 2010-11-11 | 1155 | 767 | 388 | 388 |
| 100 SHS OF ISHARES RUSSELL 3000 INDEX | P | 2009-01-20 | 2010-11-11 | 7193 | 4756 | 2437 | 2437 |
| 30 SHS OF ISHARES BARCLAYS 1-3 YR CREDIT BOND | P | 2009-01-20 | 2010-11-11 | 3140 | 3056 | 84 | 84 |
| 40 SHS OF PROSHARES ULTRASHT 20 YR TSY | P | 2010-09-07 | 2010-11-11 | 1454 | 1264 | 190 | 190 |
| CAPITAL GAINS DIVIDENDS | P | 21 | 21 | 21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11766 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40354 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 104985 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.384379 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 64558 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 220017 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.293423 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23100 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 287546 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080335 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 62400 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 313558 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.199006 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18325 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 330751 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055404 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.012547 | TotalDistributionRatio |
| Average Distribution Ratio | 0.202509 | AverageDistributionRatio |
| Net Noncharitable Assets | 71356 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14450 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 136 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14586 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 52204 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 136 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 136 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 136 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 136 | 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 | JESS S MORGAN COMPANY INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3236342400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900363697 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JESS S MORGAN | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | PRESIDENT & DIRECTOR | 0.00 | 0 | 0 | 0 |
| PALMA S MORGAN | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | TREASURER & DIRECTOR | 0.00 | 0 | 0 | 0 |
| WALLACE D FRANSON | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | SECRETARY/CHIEF FIN. OFFIC | 0.00 | 0 | 0 | 0 |
| JOEL M SMITH | ||||||||
| 5900 WILSHIRE BLVD 2300 | LOS ANGELES | CA | 90036 | DIRECTOR | 0.00 | 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 | 68108 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4335 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 72443 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 72443 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1087 | CashDeemedCharitable |
| Net Noncharitable Assets | 71356 | NetNoncharitableAssets |
| Minimum Investment Return | 3568 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3568 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 136 | TaxBasedOnInvestmentIncome |
| Total Tax | 136 | TotalTax |
| Distributable Amount Before Adj | 3432 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 3432 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 3432 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52204 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 52204 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 136 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52068 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3432 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2167 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 46919 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9016 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 53681 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 35167 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 146950 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52204 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3432 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 48772 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 195722 | 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 | 2167 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 193555 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 46919 | ExcessFromYear4 |
| Excess From Year3 | 9016 | ExcessFromYear3 |
| Excess From Year2 | 53681 | ExcessFromYear2 |
| Excess From Year1 | 35167 | ExcessFromYear1 |
| Excess From Current Year | 48772 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JESS S MORGAN | ContributingManager |
| Contributing Manager | PALMA S MORGAN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JESS S MORGAN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 WILSHIRE BLVD SUITE 2300 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3236342400 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD BE IN WRITING AND MUST INCLUDE A DESCRIPTION OF CHARITABLE PURPOSE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HUMANE SOCIETY DE CABO SAN LUCAS INC | |||||||
| 511 E SAN YSIDRO BLVD C 365 | SAN YSIDRO | CA | 921733110 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| JOHN WAYNE CANCER INSTITUTE | |||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION | |||||||
| 8001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| LIGHT | |||||||
| PO BOX 297 | MARBLE HILL | GA | 30148 | NONE | PUBLIC CHARITY | GENERAL | $100 |
| MOVE AMERICA FORWARD | |||||||
| PO BOX 1497 | SACRAMENTO | CA | 95812 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| REAGAN RANCH | |||||||
| PO BOX 2518 | SANTA BARBARA | CA | 93120 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| THE KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | PUBLIC CHARITY | GENERAL | $21,240 |
| THE UCLA FOUNDATION | |||||||
| PO BOX 951738 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | GENERAL | $10,500 |
| THE WILLIAM HOLDEN WILDLIFE FOUNDATION | |||||||
| PO BOX 16637 | BEVERLY HILLS | CA | 90209 | NONE | PUBLIC CHARITY | GENERAL | $70 |
| USC - MARSHALL SCHOOL OF BUSINESS | |||||||
| CITIGROUP CENTER | LOS ANGELES | CA | 900898201 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL | $75 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | GENERAL | $20 |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| PO BOX 96648 | WASHINGTON | DC | 200906648 | NONE | PUBLIC CHARITY | GENERAL | $24 |
| NEW DIRECTIONS | |||||||
| 5276 HOLLISTER AVE 207 | SANTA BARBARA | CA | 93111 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| HILLSDALE COLLEGE | |||||||
| PO BOX 96607 | WASHINGTON | DC | 200906607 | NONE | PUBLIC CHARITY | GENERAL | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52204 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,854 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,766 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,620 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13620 | 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 | INVESTMENT IN STOCKS - MARKETABLE | NameOfStock |
| EOY Book Value | 35926 | EOYBookValue |
| EOYFMV | 42692 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYMENT OF FEDERAL TAXES | Description |
| Amount | $31 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE SUPPLIES | Description |
| Revenue And Expenses Per Books | 20 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | 0 | 0 |
| FOREIGN TAXES | $21 | 0 | 0 |
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