GALEN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GALEN FAMILY FOUNDATION (EIN 20-1306111)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202241319349104754
- Schema version
- 2021v4.2
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T13:18:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 1888 CENTURY PARK E 900 | 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 | 2021-01-01 | 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 | 2022-05-10 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,896,312 | 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 | $35,798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,798 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $791,866 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,003 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,458 | 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 | $339 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $339 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,666 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,666 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $799 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $690 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,702 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,150 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $254,673 | CashBOYAmt |
| Cash EOY | $5,343 | CashEOYAmt |
| Cash EOYFMV | $5,343 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $5,682 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,735 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,735 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,518,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,532,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,887,036 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $356 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,198 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,198 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,778,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,541,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,896,312 | 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 | $2,778,935 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,541,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,778,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,778,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,541,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,778,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,150 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,541,785 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,785 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 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 | 2018-06-20 | 2021-12-31 | $116,807 | $109,862 | $6,945 | $6,945 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | 2012-10-10 | 2021-12-31 | $70,000 | $70,000 | $0 | $0 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | 2021-06-01 | 2021-12-31 | $108,316 | $94,970 | $13,346 | $13,346 |
| GOLDMANSACHS #32416-9 INFORMATION AVAILABLE UPON REQUEST | P | 2015-07-22 | 2021-12-31 | $309,150 | $190,100 | $119,050 | $119,050 |
| GOLDMANSACHS #40228-8 INFORMATION AVAILABLE UPON REQUEST | P | 2021-03-19 | 2021-12-31 | $5,179 | $5,484 | -$305 | -$305 |
| GOLDMANSACHS #40228-8 INFORMATION AVAILABLE UPON REQUEST | P | 2018-01-25 | 2021-12-31 | $22,219 | $20,340 | $1,879 | $1,879 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | 2021-10-13 | 2021-12-31 | $12,957 | $10,891 | $2,066 | $2,066 |
| GOLDMANSACHS #92840-7 INFORMATION AVAILABLE UPON REQUEST | P | 2014-03-03 | 2021-12-31 | $61,817 | $36,194 | $25,623 | $25,623 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | 2018-06-25 | 2021-12-31 | $22,756 | $15,943 | $6,813 | $6,813 |
| GOLDMANSACHS #92962-9 INFORMATION AVAILABLE UPON REQUEST | P | 2021-03-15 | 2021-12-31 | $12,613 | $12,880 | -$267 | -$267 |
| GOLDMANSACHS #32412-8 INFORMATION AVAILABLE UPON REQUEST | P | 2018-01-25 | 2021-03-12 | $50,000 | $49,199 | $801 | $801 |
| CAPITAL GAINS DIVIDENDS | P | $52 | $52 | $52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,682 | 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 | $5,682 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,810 | OverpaymentAmt |
| Applied To ES Tax | $2,810 | 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 | $2,908,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,880 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,923,680 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,923,680 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,879,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,872 | TotalTaxAmt |
| Distributable Before Adj | $141,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $141,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $141,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $440,906 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $709,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $445,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $493,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $447,410 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $346,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,441,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $299,787 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,740,917 | 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 | $709,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,031,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $445,565 | ExcessFromYear4Amt |
| Excess From Year3 | $493,128 | ExcessFromYear3Amt |
| Excess From Year2 | $447,410 | ExcessFromYear2Amt |
| Excess From Year1 | $346,016 | ExcessFromYear1Amt |
| Excess From Current Year | $299,787 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL SAMARITANS | |||||||
| 72120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| ARTISTS COUNCIL | |||||||
| PO BOX 67696 | LA QUINTA | CA | 92248 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| BARBARA SINATRA CHILDRENS CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 |
| COLLEGE OF THE DESERT FOUNDATION | |||||||
| 43-500 MONTEREY AVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $250,000 |
| HAR-EL | |||||||
| POBOX 564 | PALM DESERT | CA | 92261 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $21,000 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PALM SPRINGS INTERNATIONAL FILM FESTIVAL | |||||||
| 1700 E TAHQUITZ CANYON WAY SUITE 3 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| 101 NORTH MUSEUM DRIVE | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| RANCHO MIRAGE WRITERS FESTIVAL | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| WELL IN THE DESERT | |||||||
| 441 S CALLE ENCILIA | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| DESERT CHAPEL CHRISTIAN SCHOOL | |||||||
| 630 SOUTH SUNRISE WAY | PALM SPRINGS | CA | 92264 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| FRIENDS OF THE PHILHARMONIC | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| HERITAGE CHRISTIAN SCHOOL | |||||||
| 22081 HIDALGO | MISSION VIEJO | CA | 92691 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $11,406 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75105 MERLE DR STE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,906 | 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 | $35,798 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $176,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $236,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $236,458 | 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 | $14,666 | Amt |
| Net Investment Income | $14,666 | 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 | $2,532,509 | EOYBookValueAmt |
| EOYFMV | $2,887,036 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $339 | LegalFeesAmt |
| Net Investment Income | $339 | 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 | $356 | BOYBookValueAmt |
| EOY Book Value | $1,198 | EOYBookValueAmt |
| EOYFMV | $1,198 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $690 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,336 | Amt |
| Net Investment Income | $13,336 | 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 | $724 | $724 | $0 |
| STATE TAXES | $75 | $75 | $0 |
| FEDERAL TAXES | $2,872 | $0 | $0 |