TAILWINDS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TAILWINDS CHARITABLE FOUNDATION INC (EIN 13-4201151)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-14
- IRS object ID
- 202201049349101110
- Schema version
- 2021v4.0
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-14T10:12:42-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-03-28 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,129,395 | 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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $205,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,175 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $205,175 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,833 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,438 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $207,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,043 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $207,648 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $313 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $313 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,698 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $454,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $454,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $471,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$263,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,232 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $207,648 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,589,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $374,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $374,548 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,255,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,754,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,754,847 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,845,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,129,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,129,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,845,443 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,129,395 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,845,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,129,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,845,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,129,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,845,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$263,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,547,750 | OtherIncreasesAmt |
| Subtotal | $10,129,395 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,129,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,833 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,438 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,867 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,867 | SubtotalAmt |
| Tax Based On Investment Income | $3,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $194 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $194 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $3,678 | 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 SUTIE 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,867 | TotalTaxAmt |
| Distributable Before Adj | $3,867 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,867 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,106 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $454,106 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,678 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,824 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,927 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $202,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $451,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,106 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $454,106 | RemainingDistriFromCorpusAmt |
| Total Corpus | $905,289 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,678 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $868,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,219 | ExcessFromYear4Amt |
| Excess From Year3 | $68,824 | ExcessFromYear3Amt |
| Excess From Year2 | $107,927 | ExcessFromYear2Amt |
| Excess From Year1 | $202,535 | ExcessFromYear1Amt |
| Excess From Current Year | $454,106 | ExcessFromCurrentYearAmt |
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 |
| MANIFESTWORKS | |||||||
| 1660 STANFORD ST | SANTA MONICA | CA | 90404 | NONE | PC | UNHOUSED | $10,000 |
| WAGS WALKS | |||||||
| 8721 SANTA MONICA BLVD 344 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | CHARITABLE CONTRIBUTION | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | PC | MEDICAL | $500 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | POF | CHARITABLE CONTRIBUTION | $16,666 |
| CROHN'S COLLITIS FOUNDATION | |||||||
| 10350 SANTA MONICA BLVD 120 | LOS ANGELES | CA | 90025 | NONE | POF | CHARITABLE CONTRIBUTION | $2,000 |
| ROLLING HILLS PREP HUSKY FUND | |||||||
| ONE ROLLING HILLS PREP WAY | SAN PEDRO | CA | 90732 | NONE | PC | EDUCATIONAL | $5,000 |
| BALTIMORE LIFE COACHES | |||||||
| 1122 KENILWORTH DRIVE 201 | TOWSON | MD | 21204 | NONE | PF | CHARITABLE CONTRIBUTION | $75,000 |
| BUFFALO FIELD CAMPAIGN | |||||||
| PO BOX 957 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | CHARITABLE CONTRIBUTION | $2,500 |
| COMPASSION INTERNATIONAL | |||||||
| COLORADO SPRINGS | COLORADO SPRINGS | CO | 80997 | NONE | PC | YOUTH - INTERNATIONAL | $2,753 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD 104 | SANTA MONICA | CA | 90405 | NONE | PC | YOUTH | $75,000 |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | NONE | PC | COMMUNITY | $76,000 |
| AGAINST MALARIA FOUNDATION | |||||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | NONE | PC | MEDICAL RESEARCH | $10,000 |
| 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 | |
| HEART OF LOS ANGELES | |||||||
| 2701 WILSHIRE BLVD STE 100 | SANTA MONICA | CA | 90403 | PC | YOUTH | $1,000 | |
| HELEN KELLER FOUNDATION | |||||||
| 1714 FRANKLIN ST | OAKLAND | CA | 94612 | PC | INTERNATIONAL/ MEDICAL | $10,000 | |
| INNOVATION AFRICA | |||||||
| PO BOX 412833 | BOSTON | MA | 02241 | PC | INTERNATIONAL | $55,000 | |
| MT DESERT ISLAND YMCA | |||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | PC | COMMUNITY ORGANIZATION | $1,000 | |
| PENINSULA MONTESSORI SCHOOL | |||||||
| 31100 HAWTHORNE BLVD | RANCHO PALOS VERDES | CA | 90275 | PC | EDUCATION | $2,500 | |
| PREDATOR HEALING PROJECT | |||||||
| 175 HUTTON RANCH ROAD STE 103 | KALISPELL | MT | 59901 | PC | ANIMALS / VETERANS | $81,387 | |
| SCI FOUNDATION | |||||||
| 1714 FRANKLIN ST 100335 | OAKLAND | CA | 94612 | PC | INTERNATIONAL / MEDICAL | $10,000 | |
| SHOWER OF HOPE | |||||||
| 958 N WESTERN AVE UNIT 603 | LOS ANGELES | CA | 90029 | PC | UNHOUSED | $1,000 | |
| STREET SYMPHONY | |||||||
| PO BOX 86027 | LOS ANGELES | CA | 90086 | PC | UNHOUSED | $1,000 | |
| URBAN VOICES PROJECT | |||||||
| 420 S SAN PEDRO STREET STE 423 | LOS ANGELES | CA | 90013 | PC | UNHOUSED | $1,000 | |
| WHITEFISH LEGACY PARTNERS | |||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | PC | COMMUNITY | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $454,106 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $35 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $205,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,438 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $205,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,438 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,648 | 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 | $4,300 | Amt |
| Net Investment Income | $4,300 | 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 | $313 | LegalFeesAmt |
| Net Investment Income | $313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKERAGE FEES | $2,529 | |
| CONSULTING FEES | $6,250 | $6,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPT OF LAW | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID ON FOREIGN DIVIDENDS | $139 | $139 |
| FORETIGN TAX PAID ON FOREIGN DIVIDENDS | $3,559 | $3,559 |