GALEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GALEN FAMILY FOUNDATION (EIN 20-1306111)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349104682
- Schema version
- 2024v5.1
- 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 | 2025-05-13T21:08:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | SECRETARY | PersonTitleTxt |
| Phone | 3104763744 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,104,479 | 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 | $20,427 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,427 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,719 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $786,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,719 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,390 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,390 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $101,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,541 | 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 | $739 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $739 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,721 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,721 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,009 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,009 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $63 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $63 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $474,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $474,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $491,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$390,144 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,714 | CashBOYAmt |
| Cash EOY | $20,955 | CashEOYAmt |
| Cash EOYFMV | $20,955 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $830 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $1,524 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $283 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $283 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,360,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $968,703 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,082,783 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $547 | OtherAssetsBOYAmt |
| Other Assets EOY | $458 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $458 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,380,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $990,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,104,479 | 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 | $1,380,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $990,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,380,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $990,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,380,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $990,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,380,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$390,144 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $990,399 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $990,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 | $2,419 | $2,449 | -$30 | -$30 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | $242,696 | $251,431 | -$8,735 | -$8,735 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | $22,329 | $21,207 | $1,122 | $1,122 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | $236,392 | $223,817 | $12,575 | $12,575 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | $111,192 | $86,433 | $24,759 | $24,759 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | $17,347 | $15,003 | $2,344 | $2,344 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | $28,894 | $26,460 | $2,434 | $2,434 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | $65,187 | $46,926 | $18,261 | $18,261 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | $16,366 | $15,377 | $989 | $989 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | $43,542 | $28,542 | $15,000 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,719 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,549 | 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 | $1,549 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $358 | OverpaymentAmt |
| Applied To ES Tax | $358 | 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 | DORI PETERMAN 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 (4 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 | SECRETARY | 10.00 | $0 | $0 | $0 |
| DORI PETERMAN MOSTOV | ||||||||
| 2186 MANDEVILLE CANYON ROAD | LOS ANGELES | CA | 90049 | TREASURER | 10.00 | $0 | $0 | $0 |
| NANCY PETERMAN GOLDSTEIN | ||||||||
| 2121 WEBSTER ST 301 | SAN FRANCISCO | CA | 94115 | VICE-PRESIDENT | 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 | $1,180,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $740 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,205,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,205,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,187,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,191 | TotalTaxAmt |
| Distributable Before Adj | $58,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,190 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,645 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $447,410 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $346,016 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $299,787 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $459,619 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $593,794 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,146,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $416,455 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,563,081 | 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 | $447,410 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,115,671 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $346,016 | ExcessFromYear4Amt |
| Excess From Year3 | $299,787 | ExcessFromYear3Amt |
| Excess From Year2 | $459,619 | ExcessFromYear2Amt |
| Excess From Year1 | $593,794 | ExcessFromYear1Amt |
| Excess From Current Year | $416,455 | 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 (28 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 | ||||||||
| 73-710 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 | |
| ARTISTS CENTER AT THE GALEN | ||||||||
| 72-567 CA-111 | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| BARBARA SINATRA CHILDRENS CENTER | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $105,000 | |
| COACHELLA VALLEY REPERTORY | ||||||||
| 68510 E PALM CANYON DR | CATHEDRAL CITY | CA | 92234 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| DESERT X | ||||||||
| PO BOX 4050 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| DO THE RIGHT THING | ||||||||
| 200 S CIVIC DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| EISENHOWER HEALTH FOUNDATION | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,500 | |
| FAIRFAX HIGH 100 | ||||||||
| 7850 MELROSE AVE | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| 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 | ||||||||
| 106 PIAZZA PERROBE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| HILARITY FOR CHARITY | ||||||||
| 9301 WILSHIRE BOULEVARD SUITE 516 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| INSTITUTE OF CONTEMPORARY ART SF | ||||||||
| 901 MINNESOTA STREET | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| JEWISH FEDERATION OF THE DESERT | ||||||||
| 69-710 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $75,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| MCCALLUM THEATRE | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| NEWPORT CHRISTIAN SCHOOL | ||||||||
| 1000 BISON AVE | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 | |
| NICKERSON ROSSI DANCE | ||||||||
| 611 S PALM CANYON DR SUITE 11 | PALM SPRINGS | CA | 92264 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| NUQUI FOUNDATION | ||||||||
| 73700 DINAH SHORE DRIVE SUITE 107 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $8,100 | |
| 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 | $35,035 | |
| SFMOMA | ||||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,810 | |
| SVMOA | ||||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| THE ARGYROS | ||||||||
| 120 S MAIN ST PO BOX 4921 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| XAVIER COLLEGE PREPARATORY HIGH SCHOOL | ||||||||
| 34200 COOK ST | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $21,700 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $474,645 | 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 | $20,427 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,005 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,719 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,541 | 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 | $10,721 | Amt |
| Net Investment Income | $10,721 | 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 | $968,703 | EOYBookValueAmt |
| EOYFMV | $1,082,783 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $739 | LegalFeesAmt |
| Net Investment Income | $739 | 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 | $547 | BOYBookValueAmt |
| EOY Book Value | $458 | EOYBookValueAmt |
| EOYFMV | $458 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $1,390 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,390 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,390 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,009 | Amt |
| Net Investment Income | $4,009 | 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 | $242 | $242 | $0 |
| STATE TAXES | $75 | $75 | $0 |
| FEDERAL TAXES | $1,191 | $0 | $0 |