ANONYMOOSE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOOSE FOUNDATION (EIN 20-0234298)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202011339349101416
- Schema version
- 2019v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T19:30:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954627992 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARSWELL GREENFIELD & KUNSTLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE STE M | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200234298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANONYMOOSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANON | BusinessNameControlTxt |
| Phone | 3238793262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE No K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FEINTECH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3238793262 | PhoneNum |
| Signature | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVELYN KUNSTLER | PreparerPersonNm |
| PTIN | P00175425 | PTIN |
| Phone | 3105560563 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.79.231.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-07 | IPDt |
| IP Tm | 07:56:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 777B0487692A7C37E9A88F45AB1F721F5B148E7A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 777B0487692A7C37E9A88F45AB1F721F5B148E7A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,058,449 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,995 | 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 |
| Accounting Fees Rev And Expnss | $973 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $487 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $486 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,409 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,552 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,007 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $163,165 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $163,165 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,688 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,177 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$3 | CashBOYAmt |
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $653,364 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $758,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $758,006 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $358 | AcctRcvblAmt |
| Acct Rcvbl BOY | $83 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $358 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $358 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $600 | RcvblFromOfficersBOYAmt |
| US Government Obligations BOY | $240,078 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $182,405 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $195,003 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $731,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $622,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,105,084 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,626,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,562,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,058,449 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,626,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,562,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,626,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,562,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,626,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,562,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,626,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,177 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,562,877 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,562,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STIFEL - PUBLICLY TRADED SECURITIES | P | 2018-06-15 | 2019-04-01 | $10,000 | $10,000 | $0 | $0 |
| STIFEL - PUBLICLY TRADED SECURITIES | P | 2017-11-03 | 2019-10-30 | $47,000 | $47,672 | -$672 | -$672 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | P | 2018-10-18 | 2019-09-11 | $63 | $79 | -$16 | -$16 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | P | $168,320 | $109,744 | $58,576 | $58,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,065,948 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070904 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,517 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,170,135 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074427 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $226,685 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,224,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.101927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,433,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074738 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $200,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,223,090 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090313 | DistributionYr5Rt |
| Total Distribution | 0.412309 | TotalDistributionRt |
| Average Distribution | 0.082462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,986,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,075 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $164,894 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,688 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,728 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,579 | OverpaymentAmt |
| Applied To ES Tax | $1,579 | 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 | LISA FEINTECH | IndividualWithBooksNm |
| Phone | 3238793262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DIRVE SUITE K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LISA FEINTECH | ||||||||
| 1871 KIMBERLY LANE | LOS ANGELES | CA | 90049 | PRESIDENT | 0.20 | $0 | $0 | $0 |
| ALEXANDRA PINKUS | ||||||||
| 1871 KIMBERLY LANE | LOS ANGELES | CA | 90049 | SECRETARY | 0.04 | $0 | $0 | $0 |
| JORDAN PINKUS FEINTECH | ||||||||
| 1871 KIMBERLY LANE | LOS ANGELES | CA | 90049 | TREASURER | 0.04 | $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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,331,404 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $685,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,016,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,016,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,986,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,149 | TotalTaxAmt |
| Distributable Before Adj | $97,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,181 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,181 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,688 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,688 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $163,688 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,181 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $122,095 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,834 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,916 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $376,874 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,688 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,507 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $443,381 | 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 | $90,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $352,777 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,425 | ExcessFromYear4Amt |
| Excess From Year3 | $122,095 | ExcessFromYear3Amt |
| Excess From Year2 | $53,834 | ExcessFromYear2Amt |
| Excess From Year1 | $46,916 | ExcessFromYear1Amt |
| Excess From Current Year | $66,507 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA FEINTECH | 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 |
|---|---|---|---|---|---|---|---|
| AMBASSADORS OF THE FUTURE | |||||||
| 6360 WILSHIRE BLVD SUITE 202 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,800 |
| ARTS BRIDGING THE GAP | |||||||
| 925 N GENESEE AVE 3 | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $250 |
| BRENTWOOD ART CENTER | |||||||
| 13031 MONTANA AVENUE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,738 |
| CEDAR-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $14,350 |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $700 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,602 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,400 |
| INSIGHTLA MEDITATION | |||||||
| PO BOX 7278 | SANTA MONICA | CA | 90406 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $325 |
| JHPIEGO | |||||||
| 1615 THAMES STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| ODC SAN FRANCISCO | |||||||
| 351 SHORTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| STEVEN WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSEGENERAL CHARITABLE PURPOSE | $5,000 |
| THE EVERYCHILD FOUNDATION | |||||||
| P O BOX 1808 | PACIFIC PALLISADES | CA | 90272 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $12,000 |
| THE HEART FOUNDATION | |||||||
| 31822 VILLAGE CENTER RD 208 | WESTLAKE VILLAGE | CA | 91361 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $12,500 |
| THE INDUSTRY PRODUCTIONS | |||||||
| 244 SOUTH SAN PEDRO STREET STE 304 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| THE INTERNATIONAL FUND FOR ANIMAL WELFARE | |||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,250 |
| THE WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD SUITE 401 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| UNICEF | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 |
| WOMEN'S CANCER RESEARCH FUND | |||||||
| PO BOX 102104 | PASADENA | CA | 91889 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $4,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $163,165 | 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 | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $107,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,995 | 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 | $973 | Amt |
| Net Investment Income | $487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $486 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY 121518 | StockNm |
| EOY Book Value | $622,110 | EOYBookValueAmt |
| EOYFMV | $1,105,084 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $182,405 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $195,003 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE PORTIONS OF DONATIONS | Desc |
| Revenue And Expenses Per Books | $1,552 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY | CategoryTxt |
| Amt | $73 | Amt |
| Net Investment Income | $36 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB TAX PAYMENTS | $10 | $0 | $0 |
| FOREIGN TAXES PAID | $249 | $0 | $0 |
| SECRETARY OF STATE - FILING FEE | $20 | $0 | $0 |
| ATTY GEN - FILING FEE | $50 | $0 | $0 |
| IRS PAYMENTS | $5,080 | $0 | $0 |