TAILWINDS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TAILWINDS CHARITABLE FOUNDATION INC (EIN 13-4201151)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-08
- IRS object ID
- 202130989349101223
- Schema version
- 2020v4.0
- 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
- Schedule B
- 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 | 2021-04-08T09:23:56-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 9177439660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PARK AVE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSS DWORMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-03-31 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,845,443 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,663,542 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $87 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $87 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $44,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,327 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $44,327 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,778 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,550 | GrossSalesPriceAmt |
| Total Rev And Expnss | $7,702,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,414 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $9,262 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,262 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,550 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,485 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,629 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $23,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,561 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,476,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,414 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $203,975 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,589,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,589,910 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $738,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,255,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,255,533 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $942,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,845,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,845,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $942,893 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $942,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,845,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $942,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,845,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $942,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,476,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $425,933 | OtherIncreasesAmt |
| Subtotal | $8,845,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,845,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM COVERED UBS | P | 2020-01-01 | 2020-12-31 | $2,935 | $4,022 | -$1,087 | -$1,087 |
| LONG TERM COVERED UBS FINANCIAL | P | 2019-01-01 | 2020-12-31 | $14,306 | $17,878 | -$3,572 | -$3,572 |
| SHORT TERM COVERED UBS | P | 2020-01-01 | 2020-01-01 | $3,278 | $5,264 | -$1,986 | -$1,986 |
| LONG TERM COVERED UBS FINANCIAL | P | 2019-01-01 | 2020-01-01 | $35,903 | $24,000 | $11,903 | $11,903 |
| SHORT TERM COVERED UBS | P | 2020-01-01 | 2020-01-01 | $2,044 | $4,105 | -$2,061 | -$2,061 |
| LONG TERM SECURITIES UBS FINANCIAL | P | 2019-01-01 | 2020-01-01 | $41,084 | $50,059 | -$8,975 | -$8,975 |
| Wash Sale | $111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,667 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,095 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $438 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $438 | SubtotalAmt |
| Tax Based On Investment Income | $438 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $632 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $632 | TotalPaymentsAndCreditsAmt |
| Overpayment | $194 | OverpaymentAmt |
| Applied To ES Tax | $194 | 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 | 9177439660 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 PARK AVE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | ||||||
| 450 PARK AVENUE 3RD FLOOR | NEW YORK | NY | 10022 | Director | 0.00 | $0 |
| LAURA SMITH ROTHE | ||||||
| PO BOX 5775 | SANTA MONICA | CA | 90409 | 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 | $438 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $438 | TotalTaxAmt |
| Distributable Before Adj | $438 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $438 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,535 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $202,535 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $202,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $36,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,219 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,824 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,927 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $248,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,535 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $202,535 | RemainingDistriFromCorpusAmt |
| Total Corpus | $451,183 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $451,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,678 | ExcessFromYear4Amt |
| Excess From Year3 | $35,219 | ExcessFromYear3Amt |
| Excess From Year2 | $68,824 | ExcessFromYear2Amt |
| Excess From Year1 | $107,927 | ExcessFromYear1Amt |
| Excess From Current Year | $202,535 | 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 (21 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 | $500 |
| WAGS WALKS | |||||||
| 8721 SANTA MONICA BLVD 344 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | CHARITABLE CONTRIBUTION | $2,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 19 GRANT STREET | ROCHESTER | NY | 14445 | NONE | PC | MEDICAL | $500 |
| 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 | $25,000 |
| ST CHARLES SCHOOL | |||||||
| 16 GRANT STREET | ROCHESTER | NH | 03867 | NONE | PC | EDUCATION | $5,000 |
| BORDING HOUSE MENTORS | |||||||
| PO BOX 25385 | LOS ANGELES | CA | 90025 | NONE | PC | YOUTH SERVICES | $5,000 |
| BUFFALO FIELD CAMPAIGN | |||||||
| PO BOX 957 | WEST YELLOWSTONE | MT | 59758 | NONE | PF | CHARITABLE CONTRIBUTION | $1,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | NONE | PC | MEDICAL | $16,667 |
| MANIFESTWORKS | |||||||
| 1660 SANFORD ST | SANTA MONICA | CA | 90404 | NONE | PC | UNHOUSED | $10,000 |
| COMPASSION INTERNATIONAL | |||||||
| COLORADO SPRINGS | COLORADO SPRINGS | CO | 80997 | NONE | PC | YOUTH - INTERNATIONAL | $1,518 |
| CONGREGATION NER TAMID | |||||||
| 5721 CRESTRIDGE RD | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | RELIGIOUS | $2,500 |
| GREATER LA EDUCATION FOUNDATION | |||||||
| 9300 IMPERIAL HWY | DOWNEY | CA | 90242 | NONE | PC | YOUTH - EDUCATIONAL | $25,000 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD 104 | SANTA MONICA | CA | 90405 | NONE | PC | YOUTH | $27,500 |
| LOCKWOOD ANIMAL RESCUE CENTER | |||||||
| PO BOX 1510 | FRAZIER PARK | CA | 93225 | NONE | PC | ANIMALS | $13,500 |
| RAINBOW SERVICES | |||||||
| 453 WEST 7TH ST | SAN PEDRO | CA | 90731 | NONE | PC | WOMEN AND CHILDREN | $5,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | NONE | PC | WOMEN | $1,000 |
| ST JOHNS EPISCOPAL CHURCH | |||||||
| 514 W ADAMS BLVD | LOS ANGELES | CA | 90007 | NONE | PC | MUSIC / ARTS | $10,000 |
| WHITEFISH COMMUNITY FOUNDATION | |||||||
| PO BOX 1060 | WHITEFISH | MT | 59937 | NONE | PC | COMMUNITY | $20,000 |
| THE JACKSON LABORATORY | |||||||
| PO BOX 254 | BAR HARBOR | ME | 04609 | NONE | PC | MEDICAL | $24,350 |
| MDI YMCA | |||||||
| 21 PARK STREET | BAR HARBOR | ME | 04609 | NONE | PC | COMMUNITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,535 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,327 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,778 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,414 | ExclusionAmt |
| Related Or Exempt Function Incm | -$5,778 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,636 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROSS DWORMAN | ||||||
| 1 | 6580 SEA COVE DRIVE | RANCHO PALOS VERDES | CA | 90275 | $55,469 | Yes (X) |
| WANDA DWORMAN | ||||||
| 2 | 12087 E SAND HILLS RD | SCOTTSDALE | AZ | 85255 | $7,608,073 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,550 | Amt |
| Net Investment Income | $3,550 | 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 | $9,262 | LegalFeesAmt |
| Net Investment Income | $9,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| UBS BROKERAGE FEES | $1,401 |
| UBS BROKERAGE FEES | $175 |
| UBS BROKERAGE FEES | $3,055 |
| UBS BROKERAGE FEES | $3,998 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DEPT OF LAW | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX PAID ON FOREIGN DIVIDENDS | $1,163 |
| FOREIGN TAX PAID ON FOREIGN DIVIDENDS | $322 |