GALEN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GALEN FAMILY FOUNDATION (EIN 20-1306111)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-19
- IRS object ID
- 202322629349100807
- 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
- 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 | 2023-09-19T13:52:23-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-08-29 | 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 | 0 | 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 | 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 | $2,019,493 | 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 | $30,112 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,112 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,217 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,143,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,550 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,550 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,550 | 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 | $6,684 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,684 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,607 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,607 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,498 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $626 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $572,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $572,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $595,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $572,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$515,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,343 | CashBOYAmt |
| Cash EOY | $1,110 | CashEOYAmt |
| Cash EOYFMV | $1,110 | CashEOYFMVAmt |
| Acct Rcvbl | $830 | AcctRcvblAmt |
| Acct Rcvbl EOY | $830 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $830 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,735 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,965 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,966 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,532,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,020,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,014,462 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,198 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,541,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,025,976 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,019,493 | 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 | $2,541,785 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,025,976 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,541,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,025,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,541,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,025,976 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,541,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$515,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,025,976 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,025,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | 2013-06-27 | 2022-12-31 | $168,076 | $164,984 | $3,092 | $3,092 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | 2017-10-27 | 2022-12-31 | $395,743 | $399,240 | -$3,497 | -$3,497 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | 2022-09-22 | 2022-12-31 | $72,036 | $77,321 | -$5,285 | -$5,285 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | 2018-08-28 | 2022-12-31 | $14,011 | $13,796 | $215 | $215 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | 2008-10-07 | 2022-12-31 | $19,965 | $20,178 | -$213 | -$213 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | 2015-10-12 | 2022-12-31 | $108,303 | $100,963 | $7,340 | $7,340 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | 2022-11-08 | 2022-12-31 | $253,373 | $246,701 | $6,672 | $6,672 |
| GOLDMANSACHS #40228-8 INFORMATION AVAILABLE UPON REQUEST | P | 2015-11-09 | 2022-12-31 | $22,273 | $21,580 | $693 | $693 |
| GOLDMANSACHS #40228-8 INFORMATION AVAILABLE UPON REQUEST | P | 2022-03-11 | 2022-12-31 | $6,049 | $6,058 | -$9 | -$9 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | 2020-05-13 | 2022-12-31 | $28,107 | $20,298 | $7,809 | $7,809 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | 2022-10-12 | 2022-12-31 | $4,211 | $5,333 | -$1,122 | -$1,122 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | 2019-12-31 | 2022-12-31 | $23,861 | $21,101 | $2,760 | $2,760 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | 2022-03-15 | 2022-12-31 | $20,456 | $22,818 | -$2,362 | -$2,362 |
| CAPITAL GAINS DIVIDENDS | P | $6,578 | $6,578 | $6,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $794 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $794 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,810 | 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 | $2,810 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,016 | OverpaymentAmt |
| Applied To ES Tax | $2,016 | 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 | $2,296,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,091 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,301,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,301,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,266,497 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $794 | TotalTaxAmt |
| Distributable Before Adj | $112,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,531 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $572,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $572,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $445,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $493,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $447,410 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $346,016 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $299,787 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,031,906 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $572,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,531 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $459,619 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,491,525 | 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 | $445,565 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,045,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $493,128 | ExcessFromYear4Amt |
| Excess From Year3 | $447,410 | ExcessFromYear3Amt |
| Excess From Year2 | $346,016 | ExcessFromYear2Amt |
| Excess From Year1 | $299,787 | ExcessFromYear1Amt |
| Excess From Current Year | $459,619 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AAP FOOD SAMARITANS | |||||||
| 1276 N PALM CANYON DR STE 108 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| ACT FOR MS | |||||||
| 73710 FRED WARING DR STE 118 | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| AMERICAN DOCUMENTARY FILM FESTIVAL | |||||||
| PO BOX 956 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| AMY'S PURPOSES | |||||||
| PO BOX 1427 | MORONGO VALLEY | CA | 92256 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,200 |
| ANIMAL SAMARITANS | |||||||
| 72120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| ARTISTS COUNCIL | |||||||
| PO BOX 67696 | LA QUINTA | CA | 92248 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| BARBARA SINATRA CHILDRENS CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $60,000 |
| BOY SCOUTS WESTERN LA COUNCIL | |||||||
| 16525 SHERMAN WAY | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| BOYS AND GIRLS CLUB OF COACHELLA VALLEY | |||||||
| 42600 COOK ST UNIT 120 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| COLLEGE OF THE DESERT FOUNDATION | |||||||
| 43-500 MONTEREY AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CV REP | |||||||
| 68510 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| DESERT X | |||||||
| PO BOX 4050 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| 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 | $10,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| GUIDE DOGS OF ISRAEL | |||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| 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 | $10,000 |
| HERITAGE CHRISTIAN SCHOOL | |||||||
| 22081 HIDALGO | MISSION VIEJO | CA | 92691 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $11,750 |
| JEWISH FAMILY SERVICES | |||||||
| 330 N FAIRFAX AVENUE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| JEWISH FEDERATION OF THE DESERT | |||||||
| 69710 CA-111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $101,000 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| NICKERSON ROSSI DANCE CO | |||||||
| 611 S PALM CANYON DR SUITE 11 | PALM SPRINGS | CA | 92264 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| NU FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,700 |
| ONE FUTURE COACHELLA VALLEY | |||||||
| 41550 ECLECTIC ST 200E | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| 101 NORTH MUSEUM DRIVE | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| PALM SPRINGS FRIENDS OF PHIHARMONIC | |||||||
| 75105 MERLE DR SUITE 200 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| PRESERVATION MIRAGE | |||||||
| PO BOX 3041 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| RANCHO MIRAGE WRITERS FESTIVAL | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $100,000 |
| SVMOA | |||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| DESERT COMMUNITY FOUNDATION-TAMARISK SCHOLARSHIP FUND | |||||||
| 75105 MERLE DR SUITE 200 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| THE BATTERY FOUNDATION | |||||||
| 717 BATTERY STREET | SAN FRANCISCO | CA | 94111 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| THE HUNGER COALTION | |||||||
| 520 S VIRGIL AVE | LOS ANGELES | CA | 90020 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| 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 | $5,000 |
| WRITERS BLOC | |||||||
| 2940 MANDEVILLE CANYON RD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| XAVIER HIGH SCHOOL | |||||||
| 3801 SCOTT RD | BURBANK | CA | 91504 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $572,150 | 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 | $30,112 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,217 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,550 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,550 | 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 | $6,607 | Amt |
| Net Investment Income | $6,607 | 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 | $2,020,946 | EOYBookValueAmt |
| EOYFMV | $2,014,462 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,684 | LegalFeesAmt |
| Net Investment Income | $6,684 | 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 | $1,198 | BOYBookValueAmt |
| EOY Book Value | $1,125 | EOYBookValueAmt |
| EOYFMV | $1,125 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $1,550 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,550 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $8,498 | Amt |
| Net Investment Income | $8,498 | 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 | $576 | $576 | $0 |
| STATE TAXES | $50 | $50 | $0 |
| FEDERAL TAXES | $794 | $0 | $0 |