HEAVENSENT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEAVENSENT FOUNDATION (EIN 20-0418740)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-14
- IRS object ID
- 202022889349100632
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-14T14:39:19-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273262820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sequoia Group CPAs A Professional Corp | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17800 Castleton St 180 | AddressLine1Txt |
| City | City Of Industry | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91748 | 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 | 200418740 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEAVENSENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAV | BusinessNameControlTxt |
| Phone | 3237827314 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 S SAN VICENTE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE LUIS NAZAR | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Signature | 2020-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LILY YAN | PreparerPersonNm |
| PTIN | P01513662 | PTIN |
| Phone | 6269648862 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $259,772 | 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 | $128,662 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,805 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,805 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,805 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,022 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,022 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $562,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,776 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,240 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $227,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,603 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,827 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $2,388 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,388 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $774 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $774 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,962 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $457,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $457,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $462,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $462,822 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$235,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,603 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,827 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,297 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,297 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $426,070 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $122,475 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $478,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $259,772 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,103 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,703 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $12,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,703 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $466,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $230,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $466,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $230,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $478,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $466,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$235,317 | ExcessRevenueOverExpensesAmt |
| Subtotal | $230,942 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $230,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3689 DFA ONE YEAR FIXED INCM PORT | P | 2019-03-29 | 2019-02-07 | $38,027 | $38,010 | $17 | $17 |
| 13 DFA US CORE EQTY | P | 2018-12-17 | 2019-08-29 | $324 | $276 | $48 | $48 |
| 16 DFA US CORE EQTY 2 PORT | P | 2018-12-17 | 2019-10-02 | $358 | $321 | $37 | $37 |
| 66 FPA CRESCENT FUND INST | P | 2019-01-01 | 2019-08-29 | $2,165 | $2,261 | -$96 | -$96 |
| 0.71 GUGGENHEIM MACRO | P | 2018-12-20 | 2019-10-02 | $19 | $19 | ||
| 74 KL ALLOC FD INST | P | 2018-12-04 | 2019-08-29 | $1,054 | $1,055 | -$1 | -$1 |
| 24 PALMER SQUARE OPPTNSTC INCM | P | 2018-12-19 | 2019-11-11 | $432 | $467 | -$35 | -$35 |
| 45 T ROWE PRICE CAP APPR FD | P | 2018-12-13 | 2019-01-09 | $1,222 | $1,279 | -$57 | -$57 |
| 1198 TORTOISE TAX ADVANTAGE | P | 2019-08-13 | 2019-11-01 | $11,953 | $12,010 | -$57 | -$57 |
| 3080 ANGEL OAK | P | 2017-03-16 | 2019-10-01 | $34,000 | $34,716 | -$716 | -$716 |
| 5138 BRANDYWINE GLOBAL | P | 2017-03-16 | 2019-10-02 | $53,731 | $52,687 | $1,044 | $1,044 |
| 3176 DFA US CORE EQTY 1 PORT | P | 2017-01-01 | 2019-12-02 | $76,683 | $61,370 | $15,313 | $15,313 |
| 1426 DFA US CORE EQTY 2 PORT | P | 2017-01-01 | 2019-12-02 | $30,630 | $27,492 | $3,138 | $3,138 |
| 4497 DFA WORLD EX US CORE | P | 2017-01-01 | 2019-12-02 | $48,513 | $48,827 | -$314 | -$314 |
| 877 FPA CRESCENT FUND INST | P | 2017-01-01 | 2019-08-29 | $28,315 | $29,665 | -$1,350 | -$1,350 |
| 753 GUGGENHEIM MACRO | P | 2018-07-11 | 2019-10-02 | $19,478 | $20,010 | -$532 | -$532 |
| 1129 KL ALLOC FD INST | P | 2017-01-01 | 2019-08-29 | $15,396 | $15,984 | -$588 | -$588 |
| 2232 PALMER SQUARE OPPTNSTC INCM | P | 2017-03-16 | 2019-11-11 | $41,096 | $43,005 | -$1,909 | -$1,909 |
| 984 STONE RIDGE ALT LENDING RISK | P | 2017-04-03 | 2019-12-01 | $10,086 | $10,092 | -$6 | -$6 |
| 1691 STONE RIDGE REINSURANCE | P | 2017-03-14 | 2019-11-22 | $13,765 | $16,585 | -$2,820 | -$2,820 |
| 937 T ROWE PRICE CAP APPR FD | P | 2017-01-01 | 2019-01-09 | $25,466 | $26,644 | -$1,178 | -$1,178 |
| 576 MC DONALDS CORP | P | 2008-12-18 | 2019-11-05 | $109,411 | $32,573 | $76,838 | $76,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,776 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$144 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $350,349 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $275,691 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $400,256 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $423,516 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $569,359 | AdjustedQlfyDistriYr5Amt |
| Net Investment Income Pct | $976 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $976 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $462,822 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $976 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $976 | SubtotalAmt |
| Tax Based On Investment Income | $976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $604 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,104 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,128 | OverpaymentAmt |
| Applied To ES Tax | $1,128 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 | HEAVENSENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3237827314 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 S SAN VICENTE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSE LUIS NAZAR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 S SAN VICENTE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $976 | TotalTaxAmt |
| Distributable Before Adj | $976 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $976 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $462,822 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $462,822 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $976 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $461,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $570,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $425,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $401,879 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $278,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $350,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,027,286 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $462,822 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $462,822 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,490,108 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $570,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,919,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $425,354 | ExcessFromYear4Amt |
| Excess From Year3 | $401,879 | ExcessFromYear3Amt |
| Excess From Year2 | $278,511 | ExcessFromYear2Amt |
| Excess From Year1 | $350,599 | ExcessFromYear1Amt |
| Excess From Current Year | $462,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSE LUIS NAZAR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ORITEL INC | |||||||||||
| 1221 BRICKELL AVE SUITE 1590 | MIAMI | FL | 33131 | NONE | 509(A)(1) | GENERAL DONATION | $245,269 | ||||
| CAMILLUS HOUSE | |||||||||||
| 1603 NW 7TH AVENUE | MIAMI | FL | 33136 | NONE | PC | GENERAL DONATION | $10,816 | ||||
| NAPA VALLEY FESTIVAL ASSOCIATION | |||||||||||
| 1850 SOSCOL AVENUE STE 205 | NAPA | CA | 94559 | NONE | PC | GENERAL DONATION | $10,000 | ||||
| LOS ANGELES VIRTUOSI ORCHESTRA | |||||||||||
| 8383 Wilshire Blvd 500 | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL DONATION | $5,000 | ||||
| TREBOL FOUNDATION | |||||||||||
| NONE | PC | GENERAL DONATION | $176,575 | av 27 de febrero no 298 local 101 | santo | domingo. rep dom | DR | ||||
| UNITED WAY OF MIAMI DADE | |||||||||||
| 3250 SOUTHWEST THIRD AVENUE | MIAMI | FL | 33129 | NONE | PC | GENERAL DONATION | $1,000 | ||||
| THE TJ MARTEL FOUNDATION | |||||||||||
| 1114 17TH AVE S STE 101 | NASHVILLE | TN | 37212 | NONE | GENERAL DONATION | $1,500 | |||||
| ARMENIAN NATIONAL COMMITTE OF AMERI | |||||||||||
| 1711 N ST NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL DONATION | $700 | ||||
| WE ARE LAUREL CANYON | |||||||||||
| LAURAL CANYON | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL DONATION | $6,000 | ||||
| VAHAGN SETIAN CHARITABLE FOUNDATION | |||||||||||
| PO BOX 16181 | BEVERLY HILLS | CA | 90209 | NONE | PC | GENERAL DONATION | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $457,860 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,805 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,022 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $86,776 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $86,776 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,843 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEE | CategoryTxt |
| Legal Fees | $2,388 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,388 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUE | $25 | $25 |
| FILING FEE | $10 | $10 |
| OTHER | $140 | $140 |
| OUTSIDE SERVICE | $599 | $599 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,240 | RevenueAndExpensesPerBooksAmt |