GALEN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GALEN FAMILY FOUNDATION (EIN 20-1306111)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201933129349100838
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T19:37:32-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201306111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104763744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10253 CENTURY WOODS DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MOSTOV | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104763744 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.104.231.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 11:01:43 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 150CB2B984A25189DD3388C195ECDE453902F5D8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,607,835 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $54,577 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,577 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $46,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $132,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,336,179 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $132,905 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,094 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,035 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $248,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,537 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,498 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,883 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $693,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $693,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $729,214 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $693,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$480,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,231 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $1,796 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,884 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,796 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,796 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $9,951 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,951 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,950,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,543,562 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,596,088 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,035,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,555,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,607,835 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $149 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $633 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $633 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,035,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,554,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,035,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,554,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,035,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,555,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,035,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$480,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,554,676 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,554,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMANSACHS #32412-8 (INFORMATION AVAILABLE UPON REQUEST) | P | $24,008 | $25,490 | -$1,482 | -$1,482 |
| GOLDMANSACHS #32412-8 (INFORMATION AVAILABLE UPON REQUEST) | P | $234,064 | $249,523 | -$15,459 | -$15,459 |
| GOLDMANSACHS #32412-8 (INFORMATION AVAILABLE UPON REQUEST) | P | $374,955 | $374,775 | $180 | $180 |
| GOLDMANSACHS #32413-6 (INFORMATION AVAILABLE UPON REQUEST) | P | $14,674 | $13,418 | $1,256 | $1,256 |
| GOLDMANSACHS #32413-6 (INFORMATION AVAILABLE UPON REQUEST) | P | $65,216 | $49,427 | $15,789 | $15,789 |
| GOLDMANSACHS #32413-6 (INFORMATION AVAILABLE UPON REQUEST) | P | $3,769 | $401 | $3,368 | $3,368 |
| GOLDMANSACHS #32416-9 (INFORMATION AVAILABLE UPON REQUEST) | P | $10,221 | $9,985 | $236 | $236 |
| GOLDMANSACHS #32416-9 (INFORMATION AVAILABLE UPON REQUEST) | P | $436,598 | $335,286 | $101,312 | $101,312 |
| GOLDMANSACHS #32416-9 (INFORMATION AVAILABLE UPON REQUEST) | P | $23,000 | $24,193 | -$1,193 | -$1,193 |
| GOLDMANSACHS #92840-7 (INFORMATION AVAILABLE UPON REQUEST) | P | $12,323 | $12,096 | $227 | $227 |
| GOLDMANSACHS #92840-7 (INFORMATION AVAILABLE UPON REQUEST) | P | $82,917 | $57,843 | $25,074 | $25,074 |
| GOLDMANSACHS #92840-7 (INFORMATION AVAILABLE UPON REQUEST) | P | $73 | $73 | $73 | |
| GOLDMANSACHS #92962-9 (INFORMATION AVAILABLE UPON REQUEST) | P | $2,100 | $2,736 | -$636 | -$636 |
| GOLDMANSACHS #92962-9 (INFORMATION AVAILABLE UPON REQUEST) | P | $28,708 | $27,160 | $1,548 | $1,548 |
| GOLDMANSACHS #40228-8 (INFORMATION AVAILABLE UPON REQUEST) | P | $652 | $682 | -$30 | -$30 |
| GOLDMANSACHS #40228-8 (INFORMATION AVAILABLE UPON REQUEST) | P | $22,126 | $20,259 | $1,867 | $1,867 |
| CAPITAL GAINS DIVIDENDS | P | $775 | $775 | $775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $132,905 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $670,371 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,579,289 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.146392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $956,270 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,998,973 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.191293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $648,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,859,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110637 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $630,501 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,256,749 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.100771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $950,576 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,666,644 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142587 | DistributionYr5Rt |
| Total Distribution | 0.691680 | TotalDistributionRt |
| Average Distribution | 0.138336 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,047,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $559,848 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,877 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $693,450 | 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 | $2,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,980 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,980 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,951 | OverpaymentAmt |
| Applied To ES Tax | $9,951 | 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 | CHARLES MOSTOV | IndividualWithBooksNm |
| Phone | 3104763744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2186 MANDEVILLE CANYON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| HELENE V GALEN | ||||||||
| 10253 CENTURY WOODS DRIVE | LOS ANGELES | CA | 90067 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHARLES MOSTOV | ||||||||
| 2186 MANDEVILLE CANYON ROAD | LOS ANGELES | CA | 90049 | TREASURER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,103,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,108,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,108,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,047,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,351 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,029 | TotalTaxAmt |
| Distributable Before Adj | $200,322 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $693,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $693,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,029 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $691,421 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $626,362 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $330,282 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $359,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $709,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $445,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,470,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $693,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $493,128 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,963,844 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $626,362 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,337,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $330,282 | ExcessFromYear4Amt |
| Excess From Year3 | $359,496 | ExcessFromYear3Amt |
| Excess From Year2 | $709,011 | ExcessFromYear2Amt |
| Excess From Year1 | $445,565 | ExcessFromYear1Amt |
| Excess From Current Year | $493,128 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELENE V GALEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFP NATIONAL PHILANTHROPY | ||||||||
| PO BOX 2213 | PALM DESERT | CA | 92261 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| ANIMAL SAMARITANS | ||||||||
| 72120 PET LAND PLACE | THOUSAND PALMS | CA | 92276 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 | |
| BARBARA SINATRA CHILDRENS CENTER | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $108,500 | |
| BEIT T'SHUVAH | ||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| BOO2BULLYING | ||||||||
| POBOX 1351 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| CANCER PARTNERS | ||||||||
| 73555 ALESSANDRO DRIVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| CEDARS-SINAI | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| CLASSICS FOR KIDS FOUNDATION | ||||||||
| PO BOX 5977 | HOLLISTON | MA | 01746 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| DESERT CHRISTIAN ACADEMY | ||||||||
| 40700 YUCCA LN | BERMUDA DUNES | CA | 92203 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| DESERT COMMUNITY FOUNDATION | ||||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| DESERT SYMPHONY | ||||||||
| 72925 FRED WARING DRIVE SUITE 101 | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 | |
| DESERT X | ||||||||
| PO BOX 4050 | PALM SPRINGS | CA | 92264 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| EISENHOWER MEDICAL CENTER FOUNDATION | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| FOOD SAMARITANS PALM SPRINGS | ||||||||
| 1276 N PALM CANYON DR STE 108 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| HUMMER MUSEUM | ||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 | |
| ISRAEL GUIDE DOG CENTER | ||||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| JEWISH FEDERATION | ||||||||
| 69-710 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $153,000 | |
| MCCALLUM THEATER | ||||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $52,500 | |
| MIZELL SENIOR CENTER | ||||||||
| 480 SOUTH SUNRISE WAY | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $13,000 | |
| PALM SPRINGS ART MUSEUM | ||||||||
| 101 NORTH MUSEUM DRIVE | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $68,450 | |
| PALM SPRINGS CULTURAL CENTER | ||||||||
| 2100 E TAHQUITZ CANYON WAY | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| PALM SPRINGS INTERNATIONAL FILM SOCIETY | ||||||||
| 1700 E TAHQULTZ CANYON WAY 3 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 | |
| PALM SPRINGS UNIFIED SCHOOL DISTRICT | ||||||||
| 37791 HALPER LAKE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | FLOOR |
| RANCHO MIRAGE WRITERS FESTIVAL | ||||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 | |
| SF MOMA MUSEUM | ||||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23532 CALABASAS RD SUITE A | CALABASAS | CA | 91302 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| STAND WITH US | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| SUN VALLEY CENTER OF ARTS | ||||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 | |
| SUN VALLEY WRITERS CONFERENCE | ||||||||
| PO BOX 957 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $12,000 | |
| USC ATHLETICS | ||||||||
| 3501 WALT WAY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 | |
| STEINWAY SOCIETY | ||||||||
| PO BOX 112370 | CAMPBELL | CA | 95011 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $693,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,577 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,020 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,094 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $132,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $248,596 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,596 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,275 | Amt |
| Net Investment Income | $9,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS AND BONDS | StockNm |
| EOY Book Value | $3,543,562 | EOYBookValueAmt |
| EOYFMV | $3,596,088 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | $14,059 | $0 | $14,059 |
| MISCELLANEOUS INCOME | $1,035 | $1,035 | $1,035 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $633 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $20,498 | Amt |
| Net Investment Income | $20,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,873 | $1,873 | $0 |
| STATE TAXES | $10 | $10 | $0 |
| FEDERAL TAXES | $4,108 | $0 | $0 |