TAILWINDS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TAILWINDS CHARITABLE FOUNDATION INC (EIN 13-4201151)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349103882
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T15:34:32-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010561132 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John S Menzelos EA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2252 W Carson St Suite A | AddressLine1Txt |
| City | Torrance | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134201151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAILWINDS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | CO RD CAPITAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAIL | BusinessNameControlTxt |
| Phone | 9098440859 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GREAT NECK ROAD 416 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS DWORMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2023-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSS | PersonFirstNm |
| Person Last | DWORMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S MENZELOS | PreparerPersonNm |
| PTIN | P00240231 | PTIN |
| Phone | 3103284344 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $12,485,536 | 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 | $636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $636 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $636 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $328,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $328,878 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $328,878 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,339,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,856,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,339,417 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,339,417 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,668,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,668,931 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,668,931 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,503 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,503 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,325 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,933 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,475 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $516,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $516,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $539,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,129,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,645,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,668,931 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $374,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $515,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $515,361 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,754,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,970,175 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,970,175 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,129,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,485,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,485,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,129,395 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,485,536 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,129,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,485,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,129,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,485,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,129,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,129,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,226,706 | OtherIncreasesAmt |
| Subtotal | $12,485,536 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,485,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS LONG TERM COVERED SECURITIES C SCHWAB | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2022-03-22 | SoldDt |
| Gross Sales Price | $1,856,525 | GrossSalesPriceAmt |
| Cost Or Other Basis | $517,108 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,339,417 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,339,417 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,339,417 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,339,417 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,875 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,875 | SubtotalAmt |
| Tax Based On Investment Income | $22,875 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $179 | EsPenaltyAmt |
| Tax Due | $23,054 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAILWINDS CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9098440859 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GREAT NECK ROAD SUITE 416 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROSS DWORMAN | ||||||
| 111 GREAT NECK RD | BREAT NECK | NY | 11021 | Director | 0.00 | $0 |
| LAURA SMITH ROTHE | ||||||
| PO BOX 7606 | REDLANDS | CA | 92375 | Director | 0.00 | $0 |
| SARAH KATHERINE DWORMAN | ||||||
| 450 PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10022 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,970,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $515,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,485,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,485,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $187,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,298,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $614,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $614,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,875 | TotalTaxAmt |
| Distributable Before Adj | $592,038 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $592,038 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $592,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,260 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $516,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $592,038 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $35,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,824 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $107,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $202,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $454,106 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $868,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,260 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $516,260 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $75,778 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $75,778 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $792,833 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $792,833 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,265 | ExcessFromYear4Amt |
| Excess From Year3 | $107,927 | ExcessFromYear3Amt |
| Excess From Year2 | $202,535 | ExcessFromYear2Amt |
| Excess From Year1 | $454,106 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROSS DWORMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHEDRAL OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | NONE | PC | CHARITABLE CONTRIBUTION | $1,000 |
| COMPASSION | |||||||
| COMPASSION INTERNATIONAL | COLORADO SPRINGS | CO | 80997 | NONE | PC | CHARITABLE CONTRIBUTION YOUTH | $3,528 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | MEDICAL | $500 |
| COALITION FOR ENGAGED EDUCATION | |||||||
| 1660 STANFORD STREET | SANTA MONICA | CA | 90404 | NONE | PC | CHARITABLE CONTRIBUTION FOR UNHOUSED | $5,000 |
| READ USA | |||||||
| PO BOX 331067 | ATLANTIC BEACH | FL | 32233 | NONE | POF | CHARITABLE CONTIBUTION | $5,000 |
| ROLLING HILLS PREP HUSKY FUND | |||||||
| ONE ROLLING HILLS PREP WAY | SAN PEDRO | CA | 90732 | NONE | PC | EDUCATIONAL | $37,000 |
| BALTIMORE LIFE COACHES | |||||||
| 1122 KENILWORTH DRIVE 201 | TOWSON | MD | 21204 | NONE | PF | CHARITABLE CONTRIBUTION | $80,000 |
| BUFFALO FIELD CAMPAIGN | |||||||
| PO BOX 957 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | CHARITABLE CONTRIBUTION | $5,000 |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | NONE | PC | COMMUNITY | $25,000 |
| BAY AREA COMMUNITY CHURCH | |||||||
| 884 CHESTERFIELD RD | ANNAPOLIS | MD | 21401 | NONE | PC | RELIGIOUS | $2,800 |
| CHADWICK SCHOOL | |||||||
| 26800 SOUTH ACADEMY DRIVE | PALOS VERDES PENIN | CA | 90274 | PC | EDUCATION | $2,500 | |
| DOWNTOWN WOMENS CENTER | |||||||
| 442 SO SAN PEDRO ST | LOS ANGELES | CA | 90013 | PC | UNHOUSED | $1,000 | |
| MT DESERT ISLAND YMCA | |||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | PC | COMMUNITY ORGANIZATION | $1,000 | |
| SHOWER OF HOPE | |||||||
| 958 N WESTERN AVE UNIT 603 | LOS ANGELES | CA | 90029 | PC | UNHOUSED | $1,000 | |
| URBAN VOICES PROJECT | |||||||
| 420 S SAN PEDRO STREET STE 423 | LOS ANGELES | CA | 90013 | NONE | PC | UNHOUSED | $1,000 |
| ALYA FOUNDATION OF AMERICA | |||||||
| 140 SAW MILL RIVER ROAD | YONKERS | NY | 10701 | NONE | PC | CHARITABLE CONTRIBUTION | $100,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRAL PLAZA DRIVE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| FAMILY SERVICES ASSOCIATION OF REDL | |||||||
| 612 LAWTON ST | REDLANDS | CA | 92374 | NONE | POF | CHARITABLE CONTRIBUTION FOR FAMILIES IN NEED | $1,000 |
| FOOTLOOSE MONTANA | |||||||
| PO BOX 8884 | MISSOULA | MT | 59807 | NONE | PC | ANIMALS ASSISTANCE | $10,000 |
| FREE RUSSIA FOUNDATION | |||||||
| 1015 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | INTERNATIONAL AID | $50,000 |
| FULFILLMENT FUND | |||||||
| 6100 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | YOUTH SERVICES | $1,000 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD 104 | SANTA MONICA | CA | 90405 | NONE | PC | YOUTH SERVICES | $100,000 |
| LIFE TIME FOUNDATION | |||||||
| 2902 CORPORATE PLACE | CHANHASSEN | MN | 55317 | NONE | PC | YOUTH SERVICES | $16,932 |
| STREET SYMPHONY | |||||||
| 1001 WILSHIRE BLVD PMB 2258 | LOS ANGELES | CA | 90017 | NONE | PC | AIDING UNHOUSED | $1,000 |
| TELLURIDE FOUNDATION | |||||||
| 220 E COLORADO AVE 106 | TELLURIDE | CO | 81435 | NONE | PC | COMMUNITY | $30,000 |
| TOGETHER WE RISE | |||||||
| 560 W LAMBERT RD | BREA | CA | 92821 | NONE | PC | YOUTH SERVICES | $10,000 |
| WELLNESS IN THE SCHOOLS | |||||||
| 31 WEST 125TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | YOUTH SERVICES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $516,260 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $636 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $328,878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,339,417 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $329,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,339,417 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,668,931 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,325 | Amt |
| Net Investment Income | $5,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,503 | LegalFeesAmt |
| Net Investment Income | $2,503 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADMINISTRATION FEES | $7,500 | $7,500 |
| DEPARTMENT OF JUSTICE | $225 | $225 |
| DEPARTMENT OF LAW | $750 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID ON FOREIGN DIVIDENDS | CategoryTxt |
| Amt | $6,933 | Amt |
| Net Investment Income | $6,933 | NetInvestmentIncomeAmt |