MAX H GLUCK FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- MAX H GLUCK FOUNDATION INC (EIN 95-3979100)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-10
- IRS object ID
- 201141309349101639
- Schema version
- 2009v1.7
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T16:51:28-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953979100 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Max H Gluck Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAXH | NameControl |
| Phone | 3102766962 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 55516 | AddressLine1 |
| City | Sherman Oaks | City |
| State | CA | State |
| ZIP Code | 91413 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jon Kaswick | Name |
| Title | President | Title |
| Date Signed | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Johanna E Zimmerman | Name |
| Phone | 3102766962 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 97909937 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3827826 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 86363 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 86363 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 984097 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 984097 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 830767 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 69829518 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 830767 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5729053 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1901227 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 58100 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 52100 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 38901 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 28089 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 338 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 338 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 165800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 146765 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 45085 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 328510 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 328510 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 28568 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 14468 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 134 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 9973 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3989 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 3988 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 12698 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 2855 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 7074 | TravConfMeetingDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 643022 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 498925 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 136336 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5031792 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1934546 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5674814 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 498925 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2070882 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 54239 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1402302 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11029171 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 26441106 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 26441106 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1750219 | AccountsReceivable |
| Accounts Receivable BOY | 217242 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1750219 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1750219 | AccountsReceivableEOYFMV |
| Grants Receivable BOY | 63327021 | GrantsReceivableBOY |
| Grants Receivable EOY | 8183950 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 8183950 | GrantsReceivableEOYFMV |
| Prepaid Expenses BOY | 25200 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 11100 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 11100 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 11647245 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 16535011 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 16535011 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock EOY | 17441600 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17441600 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 9192713 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 8597811 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 8597811 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 238813 | InvestmentsOtherBOY |
| Investments Other EOY | 18948316 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 18948316 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 4825 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4001 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 958 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 824 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 824 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 95678363 | TotalAssetsBOY |
| Total Assets EOY | 97909937 | TotalAssetsEOY |
| Total Assets EOYFMV | 97909937 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 315551 | AccountsPayableBOY |
| Accounts Payable EOY | 198384 | AccountsPayableEOY |
| Grants Payable BOY | 1935359 | GrantsPayableBOY |
| Grants Payable EOY | 5033605 | GrantsPayableEOY |
| Total Liabilities BOY | 2250910 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5231989 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 30100432 | UnrestrictedBOY |
| Unrestricted EOY | 88321824 | UnrestrictedEOY |
| Temporarily Restricted BOY | 63327021 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 4356124 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 93427453 | TotalNetAssetsBOY |
| Total Net Assets EOY | 92677948 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 95678363 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 97909937 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 93427453 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 54239 | ExcessOfRevenueOverExpenses |
| Subtotal | 93481692 | Subtotal |
| Other Decreases | 803744 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 92677948 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | See schedules attached | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2009-07-01 | DateAcquired |
| Date Sold | 2010-06-30 | DateSold |
| Gross Sales Price | 69829518 | GrossSalesPrice |
| Cost Or Other Basis | 68998751 | CostOrOtherBasis |
| Gain Or Loss | 830767 | GainOrLoss |
| Gains Minus Excess Or Losses | 830767 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 830767 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 830767 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2567647 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 35098352 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07316 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2653033 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 47458759 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05590 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2942848 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 48353098 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.06086 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2051694 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 46458322 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04416 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2535853 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 45739972 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05544 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28952 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05791 | AverageDistributionRatio |
| Net Noncharitable Assets | 34076517 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1973201 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 14023 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1987224 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2070882 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 14023 | InvestmentIncomeExciseTax |
| Subtotal | 14023 | Subtotal |
| Tax Based On Investment Income | 14023 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 23064 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 90000 | TaxPaidWithExtension |
| Total Credits And Payments | 113064 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 99041 | Overpayment |
| Amount Credited To Next Year | 99041 | 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 | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | gluckfoundation.org | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3102766962 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
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 | true | 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Camilla Townsend | ||||||
| 2019 West 35th Street | San Pedro | CA | 90732 | Executive Dir | 6.00 | 48600 |
| Betty S Shelhamer | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Director | 1.00 | 2000 |
| Julie Kaswick | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Director | 1.00 | 2000 |
| Jennifer Kaswick | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | Director | 0.50 | 2000 |
| Richard Reinis | ||||||
| 2121 Ave of the Stars Ste 900 | Los Angeles | CA | 90067 | Secretary | 1.00 | 1500 |
| Jon A Kaswick MD | ||||||
| P O Box 55516 | Sherman Oaks | CA | 91413 | President | 2.00 | 2000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | Acctg/tax services | TypeOfService |
| Compensation | 139750 | Compensation |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 34579436 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 16013 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 34595449 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 34595449 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 518932 | CashDeemedCharitable |
| Net Noncharitable Assets | 34076517 | NetNoncharitableAssets |
| Minimum Investment Return | 1703826 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1703826 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14023 | TaxBasedOnInvestmentIncome |
| Total Tax | 14023 | TotalTax |
| Distributable Amount Before Adj | 1689803 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1689803 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1689803 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2070882 | ExpensesAndContributions |
| Qualifying Distributions | 2070882 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 14023 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2056859 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1689803 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 328235 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 593575 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 358222 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 858681 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2138713 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2070882 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1689803 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 381079 | RemainingDistriFromCorpus |
| Total Corpus | 2519792 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 328235 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2191557 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 593575 | ExcessFromYear3 |
| Excess From Year2 | 358222 | ExcessFromYear2 |
| Excess From Year1 | 858681 | ExcessFromYear1 |
| Excess From Current Year | 381079 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Regents of UC-Riverside | |||||||
| 900 University Ave/3143 HMNSS | Riverside | CA | 92521 | None | Public | Music education/student fellowships | $489,931 |
| Los Angeles Co HS for the Arts | |||||||
| 5151 State University 1204 | Los Angeles | CA | 90032 | None | Arts education | $55,000 | |
| The Coburn School | |||||||
| 200 S Grand Ave | Los Angeles | CA | 90012 | None | Public | Summer Encounter arts education program | $45,000 |
| Orange Co HS of the Arts Fdtn | |||||||
| 1010 N Main Street | Santa Ana | CA | 92701 | None | Public | Support community service arts programs | $62,000 |
| Nat Hist Museum LA Co | |||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | None | Public | Space science education truck for LAUSD. | $103,912 |
| Los Angeles Co Museum of Art | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | None | Public | Maya art truck/art education LAUSD. | $217,115 |
| Regents of UC-Los Angeles | |||||||
| 2539 Schoenberg Hall | Los Angeles | CA | 90095 | None | Public | Music Education/Student fellowships. | $457,500 |
| Nat Hist Museum LA Co | |||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | None | Public | Marine Science Education Truck for LAUSD science program. | $99,666 |
| Nat Hist Museum LA Co | |||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | None | Public | Earth science truck for LAUSD science education. | $104,422 |
| The Juilliard School | |||||||
| 60 Lincoln Center | New York | NY | 10023 | None | Public | Student fellowship program | $250,000 |
| San Diego Opera | |||||||
| 1200 3rd Avenue | San Diego | CA | 92101 | None | Public | Opera outreach programs | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1934546 | 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 | $86,363 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $984,097 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $830,767 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,901,227 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1901227 | 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 | Muriel S Gluck Living Trust | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3827826 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Audit fees | $26,050 | 14125 | 0 | 11925 |
| Accounting fees | $139,750 | 132640 | 0 | 33160 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Johanna E Zimmerman CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Responsible for all accounting, payroll, and tax functions. Analyzes grantee reports and recommends appropriate action for problems. | Explanation |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | Office Filing Cabinets | DescriptionOfProperty |
| Date Acquired | 2006-08-24 | DateAcquired |
| Cost Or Other Basis | 1337 | CostOrOtherBasis |
| Prior Years Depreciation | 134 | PriorYearsDepreciation |
| Computation Method | 91 | ComputationMethod |
| Life | 10.0000 | Life |
| Current Year Expense | 134 | CurrentYearExpense |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItem |
| Cost Or Other Basis | 4825 | CostOrOtherBasis |
| Accumulated Depreciation | 4001 | AccumulatedDepreciation |
| Book Value | 824 | BookValue |
| EOYFMV | 824 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | Category |
| Amount | $338 | Amount |
| Net Investment Income | 338 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net unrealized gain/loss on investments | Description |
| Amount | $803,744 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment advisory fees | Category |
| Amount | $328,510 | Amount |
| Net Investment Income | 328510 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Muriel S Gluck Living Trust | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 North Doheny Drive 207 | AddressLine1 |
| City | West Hollywood | City |
| State | CA | State |
| ZIP Code | 900694857 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| State filing fee | $310 | 310 |
| Foreign tax withheld on dividends | $14,158 | 14158 |
| Excise taxes | $14,100 |
Comments