LINDEMANN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LINDEMANN FOUNDATION INC (EIN 13-6140249)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-18
- IRS object ID
- 202041709349100004
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-18T12:16:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 136140249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindemann Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BLAKE LINDSLEY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201705000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| 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 | $1,805,783 | 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 | $575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $575 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,899 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,823,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,899 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $261,856 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,856 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $21,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,152 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,393 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,032 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,032 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $149,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,101 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,561,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,743,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,773,682 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,626,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,775,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,805,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,626,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,775,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,626,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,775,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,626,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,775,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,626,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $149,209 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,775,743 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,775,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,823,055 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,572,156 | CostOrOtherBasisAmt |
| Gain Or Loss | $250,899 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $250,899 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,899 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,217 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,773,220 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04693 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,215 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,729,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,391 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,608,188 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052476 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,891 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,689,253 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04019 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,322 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,746,327 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04714 | DistributionYr5Rt |
| Total Distribution | 0.232543 | TotalDistributionRt |
| Average Distribution | 0.046509 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,723,316 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,150 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,556 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,032 | 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 | $2,406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,406 | SubtotalAmt |
| Tax Based On Investment Income | $2,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,406 | TaxDueAmt |
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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Barbara Lindemann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Blake Lindsley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Bradford Schlei | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,689,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,749,559 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,749,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,723,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,406 | TotalTaxAmt |
| Distributable Before Adj | $83,760 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,760 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,760 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $89,032 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,406 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,626 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,760 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,266 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $89,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,266 | AppliedToYear1Amt |
| Applied To Current Year | $2,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $80,994 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN MILLENNIUM FOUNDATION | |||||||
| 468 N CAMDEN DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $1,000 |
| BENNINGTON COLLEGE CORPORATION | |||||||
| RT 67A | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Annual Fund | $6,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Leading from the Center campaign | $5,000 |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY STE 508 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| FACING HISTORY AND OURSELVES INC | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | N/A | PC | Charitable Event | $5,000 |
| FRIENDS FOR PETS FOUNDATION | |||||||
| 11117 FLEETWOOD ST | SUN VALLEY | CA | 91352 | N/A | PC | General & Unrestricted | $1,500 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | Charitable Event | $500 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Jim Brink Memorial Scholarship Fund | $5,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $2,500 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | Charitable Event | $500 |
| LOS ANGELES OPERA COMPANY | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $5,000 |
| REDHOT & BLUE INC | |||||||
| PO BOX 200143 | NEW HAVEN | CT | 06520 | N/A | PC | General & Unrestricted | $2,000 |
| ROTARY CLUB OF LOS ANGELES FOUNDATION | |||||||
| 555 W 5TH ST 35TH FL | LOS ANGELES | CA | 90013 | N/A | PC | For Myanmar Water Project | $1,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $500 |
| STAR SPORTS THEATRE ARTS & RECREATION INC | |||||||
| 10101 JEFFERSON BLVD | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $6,000 |
| THE GEANCO FOUNDATION | |||||||
| 350 S GRAND AVE | LOS ANGELES | CA | 90071 | N/A | PC | General & Unrestricted | $500 |
| TM23 FOUNDATION | |||||||
| 10434 WYTON DR | LOS ANGELES | CA | 90024 | N/A | PC | General & Unrestricted | $5,000 |
| TOOLS FOR PEACE | |||||||
| 75 S GRAND AVE STE 217 | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $20,000 |
| Y-APPLY INC | |||||||
| PO BOX 1453 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $500 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Alumni fund | $500 |
| YALE UNIVERSITY ALUMNI FUND | |||||||
| PO BOX 1890 | NEW HAVEN | CT | 06508 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $575 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $261,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,856 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $44,080 | $45,167 |
| ACCENTURE PLC | $43,983 | $46,325 |
| AMERICAN TOWER REIT INC | $44,298 | $48,263 |
| AMERICAN WATER WORKS COMPANY I | $43,342 | $44,226 |
| AON PLC | $42,377 | $43,741 |
| AT&T, INC | $44,194 | $46,114 |
| BROADCOM INC | $43,658 | $44,243 |
| CHEVRON CORP | $43,320 | $44,589 |
| CHURCH & DWIGHT | $43,773 | $44,314 |
| CLOROX CO | $43,014 | $44,527 |
| COSTCO WHOLESALE CORPORATION | $41,532 | $41,149 |
| CVS CAREMARK CORP | $43,973 | $43,088 |
| EPAM SYSTEMS INC | $43,455 | $44,554 |
| EXXON MOBIL CORP | $43,984 | $44,659 |
| FACTSET RESH SYST INC | $44,374 | $45,611 |
| FISERV INC | $43,517 | $43,939 |
| HENRY JACK & ASSOC INC | $43,700 | $42,244 |
| HOME DEPOT INC | $43,591 | $43,676 |
| ILLINOIS TOOL WORKS | $43,387 | $44,908 |
| JP MORGAN CHASE | $43,454 | $46,002 |
| MERCK & CO INC | $43,576 | $45,475 |
| MICROSOFT CORP | $43,536 | $45,733 |
| PAYCHEX | $44,182 | $44,231 |
| PAYPAL HOLDINGS, INC | $43,632 | $44,350 |
| PEPSICO INC | $43,284 | $43,734 |
| PHILLIPS 66 | $43,542 | $42,336 |
| PLANET FITNESS INC | $44,262 | $44,808 |
| Q2 HOLDINGS INC | $44,066 | $42,972 |
| REALTY INCOME CORP | $43,955 | $42,705 |
| RESMED INC | $43,181 | $44,941 |
| ROSS STORES, INC | $43,040 | $43,075 |
| SALESFORCE.COM | $43,541 | $43,913 |
| SERVICE NOW | $44,333 | $45,171 |
| STRYKER CORPORATION | $42,593 | $44,087 |
| THERMO FISHER SCIENTIFIC INC | $43,862 | $45,482 |
| UNION PACIFIC | $43,605 | $45,198 |
| UNITEDHEALTH GROUP INC | $41,989 | $44,097 |
| VEEVA SYSTEMS INC | $44,723 | $43,605 |
| WALT DISNEY HOLDINGS CO | $43,755 | $41,943 |
| WASTE CONNECTIONS | $43,979 | $44,487 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,782 | $11,782 | |
| Bank Charges | $70 | $70 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $21,152 | Amt |
| Net Investment Income | $21,152 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2018 | CategoryTxt |
| Amt | $2,393 | Amt |