WYNN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WYNN FOUNDATION (EIN 95-6136231)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-05
- IRS object ID
- 202042799349100504
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-05T10:20:00-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813071614 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALLEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CITY PARKWAY WEST 650 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | 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 | 956136231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL E WYNN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYNN | BusinessNameControlTxt |
| Phone | 8776869215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SOUTH FLOWER ST NO 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVYN T MASUDA | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8776869215 | PhoneNum |
| Signature | 2020-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA BLAKELY | PreparerPersonNm |
| PTIN | P00356458 | PTIN |
| Phone | 7148672200 | PhoneNum |
| Preparation | 2020-09-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.221.114.231 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-29 | IPDt |
| IP Tm | 12:56:48 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 619EB7803A20B18A68324EF339F84F86B17C4A7B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 619EB7803A20B18A68324EF339F84F86B17C4A7B | 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 | $29,285,549 | 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 |
| Dividends Rev And Expnss | $732,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $732,223 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,291,463 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,873,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,291,463 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,023,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,023,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $57,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,456 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,456 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $183,938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $183,938 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,049 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $60 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,473 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,473 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,315 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $164,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,674,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,424,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $349,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,773,699 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $877,794 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,461,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,461,697 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,962,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,160,812 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,584,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,331,722 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,149,035 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,239,586 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,172 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $60 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $21,422,149 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,771,544 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,285,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,422,149 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,771,544 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,422,149 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,771,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,422,149 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,771,544 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,422,149 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $349,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,771,544 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,771,544 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $901,238 | $884,030 | $17,208 | $17,208 |
| PUBLICLY TRADED SECURITIES | P | $4,967,083 | $3,697,901 | $1,269,182 | $1,269,182 |
| CAPITAL GAINS DIVIDENDS | P | $5,073 | $5,073 | $5,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,291,463 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,512,476 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,860,011 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,298,539 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,763,035 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046772 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,367,473 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,776,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051070 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,369,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,641,701 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,331,474 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,090,908 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047399 | DistributionYr5Rt |
| Total Distribution | 0.249062 | TotalDistributionRt |
| Average Distribution | 0.049812 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,072,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,398,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,737 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,416,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,424,244 | 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 | $17,737 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,737 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,105 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,105 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,368 | OverpaymentAmt |
| Applied To ES Tax | $5,368 | 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 | CARL E WYNN FOUNDATION | IndividualWithBooksNm |
| Phone | 8776869215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SO FLOWER ST SUITE 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712901 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DOROTHY L FREY | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | SECRETARY-TREASURER/TRUSTE | 20.00 | $70,000 | $0 | $0 |
| BILLIE A FISCHER | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | VICE PRESIDENT/TRUSTEE | 20.00 | $10,000 | $0 | $0 |
| MELVYN A MASUDA | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | PRESIDENT | 20.00 | $100,000 | $0 | $0 |
| JAKI FISCHER | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | VICE PRESIDENT/TRUSTEE | 20.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST OAK CAPITAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 TOWNSGATE RD SUITE 112 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $183,938 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,910,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,589,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,500,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,500,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,502 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,072,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,403,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,403,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,737 | TotalTaxAmt |
| Distributable Before Adj | $1,385,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,385,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,385,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,424,244 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,424,244 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,737 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,406,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,385,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,065,420 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,424,244 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,065,420 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $358,824 | 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 | $1,027,071 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELVYN A MASUDA CEO CARL E WYNN FOU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SOUTH FLOWER ST SUITE 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8776869215 | RecipientPhoneNum |
| Form And Info And Materials | FULL APPLICATION SHOULD BE RECEIVED BETWEEN MAY 1-15. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | PROVIDES AT-RISK TEENAGERS SERVICES | $4,000 |
| ALZHEIMER'S GREATER LOS ANGELES | |||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | RESEARCH | $3,000 |
| ANIMALS RULE PLACEMENT FOUNDATION | |||||
| 305 N HARBOR BLVD | SAN PEDRO | CA | 90731 | RESCUE STRAY, NEGLECTED, ABANDONED OR ABUSED DOGS. | $4,000 |
| ARC OF LOS ANGELES COUNTY & ORANGE COUNTY | |||||
| 12049 WOODRUFF AVE | DOWNEY | CA | 902415669 | EMPLOYMENT CENTER FOR DEVELOPMENTALLY DISABLED. | $3,000 |
| AZUSA PACIFIC UNIVERSITY | |||||
| 901 E ALOSTA AVE PO BOX 7000 | AZUSA | CA | 91702 | MAINTENANCE OF WYNN ACADEMIC CENTER. | $40,000 |
| AUSTISM SPEAKS INC | |||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | FUNDS RESTRICTED FOR USE IN SOUTHERN CA ONLY. | $10,000 |
| BEACON LIGHT MISSION | |||||
| 525 N BROAD AVE | WILMINGTON | CA | 90744 | SERVICE HOMELESS IN SOUTH BAY. | $5,000 |
| BLANKETS FOR SOLDIERS | |||||
| 4614 MAYOR DR | TORRANCE | CA | 90505 | SUPPORT & PROVIDE COMFORT TO MEMBERS OF ARMED FORCES BY PROVIDING FLEECE BLANKETS. | $20,000 |
| BLIND CHILDREN'S LEARNING CENTER | |||||
| 18542-B VANDERLIP AVE | SANTA ANA | CA | 92705 | SERVICES FOR THE BLIND. | $10,000 |
| BOY SCOUTS OF AMERICA ORANGE COUNTY COUNCIL | |||||
| 1211 E DYER RD | SANTA ANA | CA | 927055605 | SCOUTING PROGRAMS AND SUPPORT FOR OUTDOOR EDUCATION CENTER. | $2,000 |
| BOYS & GIRLS CLUB OF BUENA PARK INC | |||||
| 7758 KNOTT AVE | BUENA PARK | CA | 90620 | PROGRAMS FOR AT-RISK CHILDREN | $2,000 |
| BOYS & GIRLS CLUB OF LOS ANGELES HARBOR | |||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | PROGRAMS FOR AT-RISK CHILDREN. | $20,000 |
| C5 YOUTH FOUNDATION OF SOUTHERN CALIFORNIA | |||||
| 1334 S CENTRAL AVE | LOS ANGELES | CA | 900212210 | PROGRAMS FOR AT-RISK CHILDREN. | $5,000 |
| CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION | |||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | FINANCIAL ASSISTANCE TO FAMILIES OF OFFICERS KILLED OR INJURED IN THE LINE OF DUTY. | $2,000 |
| CAMP RONALD MCDONALD FOR GOOD TIMES | |||||
| 1250 LYMAN PL | LOS ANGELES | CA | 900291905 | PROVIDES FUN-FILLED, MEDICALLY SUPERVISED, COST-FREE YEAR-ROUND CAMP PROGRAMS FOR CANCER PATIENTS. | $2,000 |
| CAMPBELL CENTER (FORMERLY GLENDALE ASSOC FOR THE RETARDED) | |||||
| 6512 SAN FERNANDO RD | GLENDALE | CA | 91201 | PROGRAMS FOR DEVELOPMENTALLY DISABLED ADULTS. | $4,000 |
| CANCER SUPPORT COMMUNITY | |||||
| 200 E DEL MAR BLVD 118 | PASADENA | CA | 91106 | SUPPORT AND KNOWLEDGE FOR CANCER PATIENTS. | $15,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||
| PO BOX 4568 | OCEANSIDE | CA | 920524568 | ENHANCES THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING ASSISTANCE DOGS. | $3,000 |
| CARING HOUSE | |||||
| 2842 EL DORADO ST | TORRANCE | CA | 90503 | PROVIDES END OF LIFE CARE FOR LOW INCOME FAMILIES. FOR GENERAL FUND USE. | $25,000 |
| CASA | |||||
| 1505 E 17TH ST SUITE 214 | SANTA ANA | CA | 927058520 | ADVOCATES FOR TROUBLED YOUTHS. | $10,000 |
| CASA COLINA | |||||
| 255 E BONITA AVE PO BOX 6001 | POMONA | CA | 917696001 | REHABILITATION CENTER FOR THE PHYSICALLY DISABLED AND INJURED. | $4,000 |
| CENTER FOR ALASKAN COASTAL STUDIES | |||||
| 708 SMOKEY BAY WAY | HOMER | AK | 99603 | CARL E. WYNN NATURE CENTER WILDLIFE PROJECT ($100,000). NORTHWYNNS 1 ($35,000). FOR IMPROVEMENTS AND RESTORATION OF NORTHWYNNS II (FORMERLY KNOW AS HUME PROPERTY). | $335,000 |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA ORANGE COUNTY DIVISION | |||||
| 50 S ANAHEIM BLVD SUITE 241 | ANAHEIM | CA | 92805 | PREVENTION AND TREATMENT OF ABUSED CHILDREN. | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | PEDIATRIC MEDICAL PROGRAMS. | $15,000 |
| CITRUS VALLEY HEALTH FOUNDATION | |||||
| 1115 S SUNSET BLVD | WEST COVINA | CA | 91790 | RESTRICTED FUNDS - $20,000 FOR THE CARL E. WYNN NEWBORN CENTER. | $20,000 |
| CITY OF HOPE | |||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | CANCER RESEARCH. | $15,000 |
| COMMUNITY SENIOR SERVICES | |||||
| 141 SPRING ST | CLAREMONT | CA | 91711 | TO ENRICH THE LIVES OF OLDER ADULTS. | $3,000 |
| DAVID AND MARGARET YOUTH & FAMILY SERVICE | |||||
| 1350 THIRD ST | LA VERNE | CA | 91750 | ABUSED AND BATTERED SHELTER. | $10,000 |
| DOWNTOWN WOMEN'S CENTER | |||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | HOUSING AND MEALS FOR HOMELESS WOMEN. | $5,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||
| 5350 MACHADO RD | CULVER CITY | CA | 90230 | PROVIDES SERVICES TO CHILDREN AND ADULTS WHO ARE CHALLENGED WITH DEVELOPMENTAL LEARNING. | $5,000 |
| EXCEPTIONAL MINDS | |||||
| 13400 RIVERSIDE DR SUITE 211 | SHERMAN OAKS | CA | 91423 | PROGRAM FOR AMERICANS WITH AUTISM. | $3,000 |
| FOOD BANK OF SOUTHERN CALIFORNIA | |||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | FOOD FOR THE POOR. | $6,000 |
| FOOD ON FOOT | |||||
| 9663 SANTA MONICA BLVD 743 | BEVERLY HILLS | CA | 90210 | PROVIDES THE POOR AND HOMELESS OF LOS ANGELES WITH MEALS, CLOTHING, JOB OPPORTUNITIES & ASSISTANCE IN TRANSITION TO EMPLOYMENT. | $3,000 |
| FOOTHILL FAMILY SERVICE (DBA FOOTHILL FAMILY) | |||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | EMPOWER CHILDREN AND FAMILIES TO OVERCOME CHALLENGES AND ACHIEVE SUCCESS IN RELATIONSHIPS, SCHOOL, ETC. | $3,000 |
| FRESH START SURGICAL GIFTS | |||||
| 2011 PALOMAR RD SUITE 206 | CARLSBAD | CA | 92009 | PROVIDES FREE RECONSTRUCTIVE SURGERIES & MEDICAL TREATMENTS TO DISADVANTAGED YOUTH WITH PHYSICAL DEFORMATIES. | $4,000 |
| FRIENDS OF THE HOMER PUBLIC LIBRARY | |||||
| 500 HAZEL AVE | HOMER | AK | 99603 | VOLUNTEER SUPPORT FOR LIBRARY PROGRAMS AND SERVICES. | $5,000 |
| FRISTERS | |||||
| 17815 SKY PARK CIRCLE SUITE H | IRVINE | CA | 92614 | SUPPORT AND EDUCATION TO YOUNG MOMS AGE 13-25. | $3,000 |
| FVO SOLUTIONS (FORMERLY FOOTHILL VOCATIONAL OPPORTUNITIES) | |||||
| 789 N FAIR OAKS AVE | PASADENA | CA | 91103 | CREATE JOBS FOR PEOPLE WITH BARRIERS TO EMPLOYMENT. | $3,000 |
| THE FROSTING CENTER | |||||
| 971 N ALTADENA DR | PASADENA | CA | 91107 | RESEARCH CASUES/EFFECTS OF LEARNING DISABILITIES; OFFER SERVICES TO CHILDREN WITH LEARNING DISORDERS. | $2,000 |
| THE GIRLS AGAINST ABUSE FOUNDATION | |||||
| 41682 CROWN CANYON CT | MURRIETA | CA | 92562 | HELPS WOMEN AND YOUTH RECOVER FROM ABUSE AND MISTREATMENT. | $5,000 |
| GLENDALE EDUCATIONAL FOUNDATION | |||||
| 1125 BROADWAY 391 | GLENDALE | CA | 91206 | SUPPORTS GLENDALE UNIFIED SCHOOL DISTRICT. | $2,000 |
| GLENDORA PUBLIC LIBRARY FRIENDS FOUNDATION | |||||
| 140 S GLENDORA AVE | GLENDORA | CA | 91741 | COMMUNITY LIBRARY. | $10,000 |
| GUIDE DOGS FOR THE BLIND | |||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | EMPOWERS LIVES OF THE BLIND. | $75,000 |
| GUIDE DOGS OF AMERICA | |||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | PROVIDES GUIDE DOGS TO BLIND INDIVIDUALS 16 YEARS OR OLDER FREE OF CHARGE. | $5,000 |
| HOPE HELPING OTHERS PREPARE FOR ETERNITY | |||||
| 11022 ACACIA PARKWAY SUITE C | GARDEN GROVE | CA | 92840 | PROVIDES A MYRIAD OF SERVICES TO ABANDONED OR ABUSED WOMEN AND CHILDREN. | $4,000 |
| HAYNES FAMILY OF PROGRAMS (FORMERLY LEROY HAYNES CENTER) | |||||
| 233 W BASELINE RD BOX 400 | LA VERNE | CA | 91750 | HOME FOR ABUSED/AT-RISK CHILDREN. | $7,000 |
| HEAR CENTER | |||||
| 301 E DEL MAR BLVD | PASADENA | CA | 91101 | HELPS INDIVIDUALS WITH HEARING LOSS OR SPEECH AND LANGUAGE IMPAIRMENTS. | $4,000 |
| HELPLINE YOUTH COUNSELING INC | |||||
| 14181 TELEGRAPH RD | WHITTIER | CA | 90604 | SERVICES TO YOUTH AND FAMILIES. | $3,000 |
| HOAG HOSPITAL FOUNDATION | |||||
| 300 PLACENTIA AVE SUITE 100 | NEWPORT BEACH | CA | 92663 | CIRCLE 1000. | $10,000 |
| HOMER SOCIETY OF NATURAL HISTORY INC PRATT MUSEUM | |||||
| 3779 BARTLETT ST | HOMER | AK | 99603 | OPERATING GRANT FOR THE PRATT MUSEUM. | $40,000 |
| HOUSE OF RUTH | |||||
| PO BOX 459 | CLAREMONT | CA | 91711 | BATTERED WOMEN AND CHILDREN. | $4,000 |
| HYDROCEPHALUS ASSOCIATION | |||||
| 4340 E WEST HIGHWAY SUITE 905 | BETHESDA | MD | 208144447 | FUNDS RESTRICTED FOR USE IN SOUTHERN CA ONLY. | $9,000 |
| JEWISH BIG BROTHERS & SISTERS | |||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PROGRAMS FOR AT-RISK CHILDREN. | $3,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||
| 3801 E WILLOW SI | LONG BEACH | CA | 90815 | SOCIAL SERVICES AND HEALTH PROGRAMS. | $2,000 |
| JOURNEY OUT | |||||
| 7136 HASKELL AVE SUITE 125 | VAN NUYS | CA | 91406 | PROVIDES SERVICES AND INTERVENTION FOR VICTIMS OF DOMESTIC TRAFFICKING & PROSTITUTION TO PROVIDE A NEW BEGINNING. | $5,000 |
| LA GOAL | |||||
| 4911 OVERLAND BLVD | CULVER CITY | CA | 90230 | EDUCATIONAL, VOCATIONAL, LIFE SKILLS, ARTS AND COUNSELING PROGRAMS. | $3,000 |
| LAURA'S HOUSE | |||||
| 999 CORPORATE DR SUITE 225 | LADERA RANCH | CA | 92694 | DOMESTIC VIOLENCE FOR CHILDREN. | $3,000 |
| LAUREL HOUSE INC | |||||
| 1 HOPE DR | TUSTIN | CA | 92782 | SUPPORTS TEENS AND FAMILIES IN CRISIS TO ENCOURAGE FAMILY RECONCILIATION BY PROVIDING TEMPORARY RESIDENTIAL CARE. | $2,000 |
| LOS ANGELES REGIONAL FOODBANK | |||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 900581502 | FOODBANK FOR THE NEEDY. | $5,000 |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 908011428 | IMPROVE THE HEALTH OF CHILDREN. | $5,000 |
| NEIGHBORHOOD HOMEWORK HOUSE | |||||
| PO BOX 993 | AZUSA | CA | 91702 | NEIGHBORHOOD BASED LEARNING CENTER FOR AT-RISH CHILDREN. | $4,000 |
| NEW HORIZONS CAREGIVERS GROUP | |||||
| 3129 S HACIENDA BLVD 809 | HACIENDA HEIGHTS | CA | 91745 | GENERAL EDUCATION FOR THE DISADVANTAGED. | $4,000 |
| NEW VILLAGE GIRLS ACADEMY | |||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | CHARTER HIGH SCHOOL FOR SEVERELY CHALLENGED AT-RISK GIRLS FROM DOWNTOWN L.A. | $4,000 |
| OLIVE CREST ABUSED CHILDREN'S FOUNDATION | |||||
| 2130 E FOURTH ST SUITE 200 | SANTA ANA | CA | 92705 | PROGRAM FOR ABUSED CHILDREN. | $10,000 |
| OPERATION SAFE HOUSE | |||||
| 9685 HAYES ST | RIVERSIDE | CA | 92503 | PROGRAMS FOR ABUSED CHILDREN. | $4,000 |
| ORANGE COUNTY CHILD ABUSE PREVENTION CENTER | |||||
| 2390 E ORANGEWOOD AVE SUITE 300 | ANAHEIM | CA | 92806 | CHILD ABUSE PROGRAMS. | $6,000 |
| ORANGEWOOD FOUNDATION | |||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | HOME FOR HOMELESS CHILDREN. | $15,000 |
| PF BRESEE FOUNDATION | |||||
| 184 S BIMINI PL | LOS ANGELES | CA | 90004 | COMMUNITY & YOUTH DEVELOPMENT, HEALTH SERVICES & URBAN LEADERSHIP TRAINING. | $3,000 |
| PEDIATRIC THERAPY NETWORK | |||||
| 1815 W 213TH ST | TORRANCE | CA | 90501 | PROVIDES OCCUPATIONAL, PHYSICAL AND SPEECH THERAPY TO CHILDREN. | $35,000 |
| PEPPERMINT RIDGE | |||||
| 825 MAGNOLIA AVE | CORONA | CA | 917193129 | RESIDENTIAL PROGRAM FOR DEVELOPMENT DISABLED IN MEMORY OF WESLEY E. BELLWOOD. | $47,000 |
| PEPPERMINT RIDGE | |||||
| 825 MAGNOLIA AVE | CORONA | CA | 917193129 | WYNN HOME REPAIR FUND-$68,000, MAINTENANCE-$10,000, WYNN HOME RECREATIONAL FUND-$10,000. | $88,000 |
| PETER MICHAEL FOUNDATION | |||||
| 1 GATE SIX ROAD BLDG B SUITE 201 | SAUSALITO | CA | 94965 | TOOLS AND TECHNOLOGIES FOR THE IDENTIFICATION, TREATMENT & EXPANSION OF PROSTATE CANCER. | $4,000 |
| PATRONS OF THE PRATT SOCIETY (POPS) | |||||
| PO BOX 2305 | HOMER | AK | 99603 | FUNDS ARE TO BE USED FOR THE NEW ROOF AND SUPPORT THE PRATT MUSEUM. | $40,000 |
| PROJECT ACCESS | |||||
| 2100 W ORANGEWOOD AVE SUITE 230 | ORANGE | CA | 92868 | HEALTH, EDUCATION AND SOCIAL SERVICES SERVING FAMILIES LIVING IN LOW INCOME HOUSING. | $4,000 |
| PROJECT DIGNITY | |||||
| 651 N ROSE DR D115 | PLACENTIA | CA | 928707584 | PHYSICAL, EMOTIONAL AND SPIRITUAL ASSISTANCE TO THE HOMELESS. | $4,000 |
| PROVIDENCE SPEECH AND HEARING CENTER | |||||
| 1301 PROVIDENCE AVE | ORANGE | CA | 92868 | SPECIALIZED PROGRAMS ADDRESSING AUDITORY, SPEECH AND LANGUAGE. | $3,000 |
| RANCHO SANTA ANA BOTANIC GARDEN AT CLAREMONT | |||||
| 1500 N COLLEGE AVE | CLAREMONT | CA | 917113157 | FOR FOREST PAVILION PROJECT. | $10,000 |
| THE RICHSTONE FAMILY CENTER | |||||
| 13620 CORDARY AVE | HAWTHORNE | CA | 90250 | PREVENTING AND TREATING CHILD ABUSE. | $10,000 |
| SANCTUARY OF HOPE | |||||
| PO BOX 431038 | LOS ANGELES | CA | 90043 | SUPPORTS EMANCIPATED FOSTER YOUTH. | $3,000 |
| SCHOOL ON WHEELS | |||||
| PO BOX 23371 | VENTURA | CA | 930023371 | EDUCATION OPPORTUNITIES FOR HOMELESS CHILDREN. | $5,000 |
| SECOND HARVEST FOOD DISTRIBUTION CENTER OF ORANGE COUNTY | |||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | PROGRAMS TO FEED THE HUNGRY. | $8,000 |
| SHOES THAT FIT | |||||
| 1420 N CLAREMONT BLVD SUITE 204-A | CLAREMONT | CA | 91711 | SHOES AND CLOTHING FOR INDIGENT SCHOOL CHILDREN. | $3,000 |
| STAR INC | |||||
| PO BOX 1075 | TORRANCE | CA | 90505 | RESTRICTED FUNDS - $50,000 TO BE USED FOR THE 5TH HOME. $30,000 AVAILBLE TO OFFSET INCREASES IN WAGES WHEN NEW PROGRAM IS IMPLEMENTED. | $80,000 |
| UNION STATION HOMELESS SERVICES | |||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | OFFERS HOMELESS INDIVIDUALS AND FAMILIES RESOURCES TO TRANSFORM THEIR LIVES. | $3,000 |
| VENICE FAMILY CLINIC | |||||
| 604 ROSE AVE | VENICE | CA | 90291 | PROVIDES FREE, QUALITY HEALTHCARE TO PEOPLE IN NEED. | $3,000 |
| VISITING NURSE ASSOCIATION & HOSPICE OF SOUTHERN CALIFORNIA | |||||
| 412 E VANDERBILT WAY SUITE 100 | SAN BERNADINO | CA | 924083502 | PROVIDE CARE FOR THE ILL AND DISABLED IN THE COMMUNITY WHO ARE UNDER-INSURED AND/OR NOT COVERED AND HAVE NO MEANS TO PAY FOR CARE. | $2,000 |
| VOLUNTEER CENTER SOUTH BAY-LONG BEACH | |||||
| 1230 CRAVENDS AVE | TORRANCE | CA | 90501 | VOLUNTEER PROGRAM- OPERATION TEDDY BEAR TO HELP DISADVANTAGED CHILDREN. | $6,000 |
| WOMEN'S SHELTER OF LONG BEACH | |||||
| P O BOX 17098 | LONG BEACH | CA | 90807 | ELIMINATES DOMESTIC VIOLENCE - MONEY TO BE APPLIED TO CHILDREN'S SERVICES PROGRAM. | $4,000 |
| YOUNG & HEALTHY | |||||
| PO BOX 93397 | PASADENA | CA | 911093397 | HEALTH CARE SERVICES FOR LOW INCOME AND UNDER OR UNINSURED CHILDREN. | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,260,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $732,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,291,463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,023,686 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,023,686 | 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 | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $25,456 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,456 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER EQUIPMENT | PropertyDesc |
| Acquired | 2014-03-20 | AcquiredDt |
| Cost Or Other Basis | $1,045 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $985 | PriorYearDepreciationAmt |
| Computation Method | 200DB | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $60 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - CORPORATE BONDS | $7,409,499 | $7,413,922 |
| FIXED INCOME - LONG TERM CD'S | $258,370 | $264,943 |
| FIXED INCOME - BOND FUNDS | $1,481,166 | $1,560,721 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $6,476,257 | $12,922,600 |
| EQUITIES FUNDS | $1,684,897 | $2,074,726 |
| OTHERS - REITS, ETFS | $417,774 | $705,387 |
| FIXED INCOME - EXCHANGED TRADED FUNDS | $2,581,884 | $2,881,553 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,045 | $1,045 | $0 |
| SOFTWARE | $127 | $127 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $1,437 | $0 | $1,437 |
| INSURANCE | $1,575 | $0 | $1,575 |
| POSTAGE | $55 | $0 | $55 |
| FILING FEES | $160 | $0 | $160 |
| MEMBERSHIP FEES | $750 | $0 | $750 |
| MISCELLANEOUS EXPENSE | $338 | $0 | $338 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $183,938 | Amt |
| Net Investment Income | $183,938 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,949 | $5,949 | $0 |
| FEDERAL TAXES | $3,100 | $3,100 | $0 |