GALEN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GALEN FAMILY FOUNDATION (EIN 20-1306111)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202411309349103036
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T15:35:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 AVENUE OF THE STARS SUITE 1300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201306111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104763744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37791 HALPER LAKE DRIVE | AddressLine1Txt |
| City | RANCHO MIRAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MOSTOV | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3104763744 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | MOSTOV | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,499,648 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,008,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,256 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,170 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,170 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,039 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,325 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,496 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,208 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $65 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $65 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,912 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $678,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $678,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $678,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$645,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,594 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,110 | CashBOYAmt |
| Cash EOY | $16,714 | CashEOYAmt |
| Cash EOYFMV | $16,714 | CashEOYFMVAmt |
| Acct Rcvbl | $830 | AcctRcvblAmt |
| Acct Rcvbl BOY | $830 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $830 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $830 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,965 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,524 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,524 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,020,946 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,360,928 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,480,033 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,125 | OtherAssetsBOYAmt |
| Other Assets EOY | $547 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $547 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,025,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,380,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,499,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,025,976 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,380,543 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,025,976 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,025,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,380,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,025,976 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$645,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,380,543 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,543 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | $5,947 | $6,048 | -$101 | -$101 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | $429,091 | $451,976 | -$22,885 | -$22,885 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | $32,992 | $31,044 | $1,948 | $1,948 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | $21,838 | $21,758 | $80 | $80 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | $71,395 | $71,261 | $134 | $134 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | $316,982 | $296,190 | $20,792 | $20,792 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | $28,729 | $31,584 | -$2,855 | -$2,855 |
| GOLDMANSACHS #40228-8 INFORMATION AVAILABLE UPON REQUEST | P | $45,473 | $44,474 | $999 | $999 |
| GOLDMANSACHS #40228-8 INFORMATION AVAILABLE UPON REQUEST | P | $6,491 | $6,255 | $236 | $236 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | $28 | $28 | $28 | |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | $20,794 | $16,715 | $4,079 | $4,079 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | $13,459 | $13,816 | -$357 | -$357 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | $11,512 | $10,263 | $1,249 | $1,249 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | $3,257 | $3,377 | -$120 | -$120 |
| CAPITAL GAINS DIVIDENDS | P | $29 | $29 | $29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,016 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,549 | OverpaymentAmt |
| Applied To ES Tax | $1,549 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES MOSTOV | IndividualWithBooksNm |
| Phone | 3104763744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2186 MANDEVILLE CANYON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HELENE V GALEN | ||||||||
| 37791 HALPER LAKE DRIVE | RANCHO MIRAGE | CA | 92270 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHARLES MOSTOV | ||||||||
| 2186 MANDEVILLE CANYON ROAD | LOS ANGELES | CA | 90049 | TREASURER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,714,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,730,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,730,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,704,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $85,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $84,766 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,766 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,766 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $678,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $678,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $493,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $447,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $346,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $299,787 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $459,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,045,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $678,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $593,794 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,639,754 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $493,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,146,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $447,410 | ExcessFromYear4Amt |
| Excess From Year3 | $346,016 | ExcessFromYear3Amt |
| Excess From Year2 | $299,787 | ExcessFromYear2Amt |
| Excess From Year1 | $459,619 | ExcessFromYear1Amt |
| Excess From Current Year | $593,794 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELENE V GALEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACT FOR MS | ||||||||
| 73710 FRED WARING DR STE 118 | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| ANIMAL SAMARITANS | ||||||||
| 72120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| ARGYROS | ||||||||
| 949 S COAST DR STE 600 | COSTA MESA | CA | 92626 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 | |
| BARBARA SINATRA CHILDRENS CENTER | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $62,750 | |
| BOYS AND GIRLS CLUB OF COACHELLA VALLEY | ||||||||
| 42600 COOK ST UNIT 120 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| CONGREGATION HA | ||||||||
| 3652 MICHELSON DR | IRVINE | CA | 92612 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 | |
| CV REP | ||||||||
| 68510 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| DO THE RIGHT THING | ||||||||
| 200 S CIVIC DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| DOWNTOWN WOMEN'S CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| EISENHOWER FOUNDATION | ||||||||
| PO BOX 295 | ABILENE | KS | 67410 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 | |
| FEED THE STREETS | ||||||||
| 1816 S SYCAMORE AVE UNIT 2 | LOS ANGELES | CA | 90019 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| FOUNDATION FOR PALM SPRINGS UNITED | ||||||||
| 150 DISTRICT CENTER DRIVE | PALM SPRINGS | CA | 92264 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| HAR-EL | ||||||||
| POBOX 564 | PALM DESERT | CA | 92261 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 | |
| HIGH DESERT TEST SITES | ||||||||
| PO BOX 1058 | JOSHUA TREE | CA | 92252 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| HILARITY FOR CHARITY | ||||||||
| 9301 WILSHIRE BOULEVARD SUITE 516 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| JEWISH FAMILY SERVICES | ||||||||
| 330 N FAIRFAX AVENUE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| JEWISH FEDERATION OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| JEWISH FEDERATION OF THE DESERT | ||||||||
| 69710 CA-111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $125,000 | |
| LA LIBRARY FOUNDATION | ||||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 | |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $77,500 | |
| NEWPORT CHRISTIAN SCHOOL | ||||||||
| 1000 BISON AVE | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 | |
| PALM SPRINGS CULTURAL CENTER | ||||||||
| 2300 E BARISTO RD | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| PALM SPRINGS FRIENDS OF PHIHARMONIC | ||||||||
| 75105 MERLE DR SUITE 200 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| PALM SPRINGS INTERNATIONAL FILM FESTIVAL | ||||||||
| 1700 E TAHQUITZ CANYON WAY SUITE 3 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | FLOOR |
| RANCHO MIRAGE WRITERS FESTIVAL | ||||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $85,000 | |
| SFMOMA | ||||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,810 | |
| SVFF | ||||||||
| PO BOX 3471 | SUN VALLEY | ID | 83353 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,500 | |
| SVMOA | ||||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| SVWC | ||||||||
| PO BOX 957 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 | |
| THE COMMUNITY LIBRARY | ||||||||
| PO BOX 2168 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| USC CENTER FOR THE POLITICAL FUTURE | ||||||||
| 3502 TROUSDALE PARKWAY SOS B15 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| WORLD BICYCLE RELIEF | ||||||||
| 1000 W FULTON MARKET 4TH FLOOR | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| XAVIER PREP SCHOOL | ||||||||
| 34200 COOK ST | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $19,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $678,560 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,420 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,193 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,039 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,496 | Amt |
| Net Investment Income | $7,496 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS AND BONDS | StockNm |
| EOY Book Value | $1,360,928 | EOYBookValueAmt |
| EOYFMV | $1,480,033 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,325 | LegalFeesAmt |
| Net Investment Income | $1,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,125 | BOYBookValueAmt |
| EOY Book Value | $547 | EOYBookValueAmt |
| EOYFMV | $547 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTION | $3,163 | $3,163 | $3,163 |
| SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS | $7 | $7 | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $6,208 | Amt |
| Net Investment Income | $6,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $326 | $326 | $0 |
| STATE TAXES | $25 | $25 | $0 |
| FEDERAL TAXES | $467 | $0 | $0 |