GOOD OLD LEW FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GOOD OLD LEW FOUNDATION (EIN 47-6992936)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349102038
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:15:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11075 SANTA MONICA BLVD SUITE 150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | 476992936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD OLD LEW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 3104737575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11075 SANTA MONICA BLVD NO 150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SHUWARGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3104737575 | PhoneNum |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SHUWARGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W DETTORRE CPA | PreparerPersonNm |
| PTIN | P00163643 | PTIN |
| Phone | 3104737575 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,061,886 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $256 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $256 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $820,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,169 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,727 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,727 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $195,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,356 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $336 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,596 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $251,369 | CashBOYAmt |
| Cash EOY | $47,167 | CashEOYAmt |
| Cash EOYFMV | $47,167 | CashEOYFMVAmt |
| Acct Rcvbl | $3,044 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,122 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,044 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,044 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,477,343 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,510,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,841,129 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,124,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,170,546 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,731,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,684,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,061,886 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $46,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $46,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,887,608 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,887,608 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$201,774 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$211,130 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,685,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,676,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,731,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,684,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,685,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,356 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,676,478 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,676,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIRST REPUBLIC A/C 088727 | P | $194,388 | $187,949 | $6,439 | $6,439 |
| FIRST REPUBLIC A/C 088727 | P | $611,565 | $491,441 | $120,124 | $120,124 |
| CAPITAL GAINS DIVIDENDS | P | $14,606 | $14,606 | $14,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,696 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,696 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,560 | OverpaymentAmt |
| Applied To ES Tax | $3,560 | 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 | ROBERT SHUWARGER | IndividualWithBooksNm |
| Phone | 3104737575 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11075 SANTA MONICA BLVD SUITE 150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SHUWARGER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11075 SANTA MONICA BLVD SUITE 150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,668,295 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,827,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,827,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,785,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,136 | TotalTaxAmt |
| Distributable Before Adj | $137,118 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,118 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,535 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $163,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $122,607 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $122,607 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $96,190 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTHRITIS FOUNDATION | ||||||||
| 800 WEST SIXTH STREET SUITE 1010 | LOS ANGELES | CA | 90017 | NONE | PC | LEADING THE FIGHT FOR THE ARTHRITIS COMMUNITY. | $1,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | TO FUND BREAST CANCER RESEARCH. | $25,000 | |
| CHILDREN'S BURN FOUNDATION | ||||||||
| 5000 VAN NUYS BLVD STE 210 | SHERMAN OAKS | CA | 91403 | NONE | PC | TO PREVENT TRAUMA AND TO HEAL CHILDREN WHO HAVE SUFFERED SEVERE BURNS. | $2,500 | |
| HOUSE INSTITUTE FOUNDATION | ||||||||
| 210 SOUTH ALVARADO STREET SUITE 809 | LOS ANGELES | CA | 90057 | NONE | PC | SUPPORT CLINICAL RESEARCH TO ESTABLISH MORE EFFECTIVE TREATMENT FOR HEARING AND BALANCE DISORDERS. | $5,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | PROGRAMS AND SERVICES THAT KEEP RESIDENTS HEALTHY. | $30,000 | |
| TOWER CANCER RESEARCH FOUNDATION | ||||||||
| 8767 WILSHIRE BLVD SUITE 401 | BEVERLY HILLS | CA | 90211 | NONE | PC | SUPPORT THE MISSION OF FUNDING GRANTS FOR CLINICAL TRIALS AND INNOVATIVE SCIENTIFIC RESEARCH. | $10,000 | |
| UCSF BENIOFF CHILDRENS HOSPITAL | ||||||||
| 220 MONTGOMERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94143 | NONE | PC | CARING, HEALING, TEACHING AND DISCOVERING. | $1,500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 3150 N SAN FERNANDO ROAD SUITE C | LOS ANGELES | CA | 90065 | NONE | PC | PROVIDING CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR BETTER. | $25,000 | |
| CHILDREN'S INSTITUTE | ||||||||
| 2121 W TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PC | TRANSFORMING THE LIVES OF CHILDREN EXPOSED TO ADVERSITY AND POVERTY IN LOS ANGELES. | $2,500 | |
| DESERT COMMUNITY FOUNDATIONINDIAN RIDGE | ||||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | PC | INDIAN RIDGE SCHOLARSHIP PROGRAM. | $2,500 | |
| HABITAT FOR HUMANITY LA | ||||||||
| 8739 ARTESIA BOULEVARD | BELLFLOWER | CA | 90706 | NONE | PC | COVID-19 EMERGENCY RELIEF FUND | $10,000 | |
| MADD NATIONAL OFFICE | ||||||||
| 511 E JOHN CARPENTER FREEWAY SUITE | IRVING | TX | 75062 | NONE | PC | END DRUNK DRIVING, HELP FIGHT DRUGGED DRIVING, SUPPORT THE VICTIMS OF THESE VIOLENT CRIMES AND PREVENT UNDERAGE DRINKING. | $1,000 | 700 |
| RONALD MCDONALD HOUSE | ||||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | CREATE, FIND AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BIENG OF CHILDREN AND THEIR FAMILIES. | $10,000 | |
| CURTIS SCHOOL | ||||||||
| 15871 MULHOLLAND DRIVE | LOS ANGELES | CA | 90049 | NONE | PC | BALANCE TRADITIONAL AND INNOVATIVE PEDAGOGICAL APPROACHES IN PROVIDING A WELL-ROUNDED, CHALLENGING EDUCATION. | $5,000 | |
| DUNN SCHOOL | ||||||||
| PO BOX 98 | LOS OLIVOS | CA | 93441 | NONE | PC | EDUCATION ENHANCEMENT OF SCHOOL CHILDREN. | $5,000 | |
| HARVARD WESTLAKE | ||||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PC | DIVERSE AND INCLUSIVE COMMUNITY UNITED BY JOYFUL PURSUIT OF EDUCATIONAL EXCELLENCE. | $5,000 | |
| HILLBROOK SCHOOL | ||||||||
| 300 MARCHMONT DRIVE | LOS GATOS | CA | 95032 | NONE | PC | PROVIDING EXTRAORDINARY EDUCATIONAL EXPERIENCE THAT FOSTERS LOVE OF LEARNING AND HELP STUDENTS DEVELOP SKILLS TO ACHIEVE THEIR HIGHEST INDIVIDUAL POTENTIAL IN SCHOOL AND LIFE. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,000 | 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 | $256 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,815 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,727 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $195,967 | 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 FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME FRB #A9G-088727 | BondNm |
| EOY Book Value | $1,124,438 | EOYBookValueAmt |
| EOYFMV | $1,170,546 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES FRB #A9G-088727 | StockNm |
| EOY Book Value | $1,510,329 | EOYBookValueAmt |
| EOYFMV | $1,841,129 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OIL & GAS | $2,471 | $2,471 | $0 |
| BANK CHARGES | $125 | $125 | $0 |
| FILING FEES | $35 | $0 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT | Desc |
| Revenue And Expenses Per Books | $2,727 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,727 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $46,000 | BOYBookValueAmt |
| EOY Book Value | $8,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,356 | Amt |
| Net Investment Income | $21,356 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $336 | Amt |
| Net Investment Income | $336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |