LINDEMANN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LINDEMANN FOUNDATION INC (EIN 13-6140249)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-10
- IRS object ID
- 201921009349100802
- 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
- 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 | 2019-04-10T14:01:40-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-03-18 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191005000051 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,578,578 | 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 | $458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $458 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $695,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $143,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,011 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $23,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,337 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,650 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,559 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $99,410 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,344 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,492,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,561,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,513,234 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,591,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,626,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,578,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,591,771 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,626,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,591,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,626,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,591,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,626,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,591,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,763 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,626,534 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,626,534 | 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 | $695,399 | GrossSalesPriceAmt |
| Cost Or Other Basis | $573,358 | CostOrOtherBasisAmt |
| Gain Or Loss | $122,041 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $122,041 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,729,302 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045807 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $84,391 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,608,188 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052476 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,891 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,689,253 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $82,322 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,746,327 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $94,207 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,679,997 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056076 | DistributionYr5Rt |
| Total Distribution | 0.241689 | TotalDistributionRt |
| Average Distribution | 0.048338 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,773,220 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,196 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,217 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,393 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,393 | SubtotalAmt |
| Tax Based On Investment Income | $2,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,393 | 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 | Yes (true) | 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 | $1,737,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,800,223 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,800,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,773,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,393 | TotalTaxAmt |
| Distributable Before Adj | $86,268 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,268 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,217 | 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 | $83,217 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $83,217 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,215 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $83,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,215 | AppliedToYear1Amt |
| Applied To Current Year | $2 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $86,266 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A NEW WAY OF LIFE REENTRY PROJECT | |||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | N/A | PC | General & Unrestricted | $500 |
| AFRICAN MILLENNIUM FOUNDATION | |||||||
| 468 N CAMDEN DR | BEVERLY HILLS | CA | 90210 | N/A | PC | Bibiana and Tindi Education Fund | $1,000 |
| ANDRE SOBEL RIVER OF LIFE FOUNDATION | |||||||
| PO BOX 390426 | ANZA | CA | 92539 | N/A | PC | General & Unrestricted | $250 |
| BENNINGTON COLLEGE CORPORATION | |||||||
| RT 67A | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $5,000 |
| CALIFORNIA PROFESSIONAL HORSEMENS ASSOCIATION FOUN | |||||||
| 10153 1/2 RIVERSIDE DR | TOLUCA LAKE | CA | 91602 | N/A | PC | General & Unrestricted | $1,000 |
| 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 302 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| CREATIVE COALITION | |||||||
| 360 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | Platinum Power Circle Program | $2,000 |
| EARTH WAYS FOUNDATION INC | |||||||
| 20178 ROCKPORT WAY | MALIBU | CA | 90265 | N/A | PC | Big EQ Campaign | $500 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 200 SEAPORT BLVD NCW4B | BOSTON | MA | 02210 | N/A | PC | Lindsley-Nemeth Family Foundation Giving Account Fund | $1,701 |
| FRIENDS FOR PETS FOUNDATION | |||||||
| 11117 FLEETWOOD ST | SUN VALLEY | CA | 91352 | N/A | PC | General & Unrestricted | $850 |
| FRIENDS OF THE EARTH | |||||||
| 1100 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $5,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON AVE | N HOLLYWOOD | CA | 91604 | N/A | PC | Brink Memorial Student Assistance Fund | $5,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $2,500 |
| LUMINARIO BALLET OF LOS ANGELES | |||||||
| 11625 TEXAS AVE | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $700 |
| MENDING KIDS INTERNATIONAL | |||||||
| 1101 N PACIFIC AVE STE 200 | GLENDALE | CA | 91202 | N/A | PC | Tanzania ARM Mission Fund | $1,000 |
| PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | N/A | PC | General & Unrestricted | $1,000 |
| SCHWAB CHARITABLE FUND | |||||||
| 211 MAIN ST | SAN FRANCISCO | CA | 94105 | N/A | PC | Bradford Schlei and Jamie Price Charitable Fund | $25,351 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $1,500 |
| STAR SPORTS THEATRE ARTS & RECREATION INC | |||||||
| 10101 JEFFERSON BLVD | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $3,000 |
| WESTSIDE INFANT-FAMILY NETWORK | |||||||
| 3701 STOCKER ST STE 204 | VIEW PARK | CA | 90008 | N/A | PC | General & Unrestricted | $500 |
| Y-APPLY INC | |||||||
| PO BOX 1453 | MORRISVILLE | NC | 27560 | N/A | PC | General & Unrestricted | $250 |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | Alumni Fund | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,702 | 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 | $458 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,512 | 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 | $122,041 | 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 | $143,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,011 | 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 (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS EUROPACIFIC GRO | $165,025 | $151,376 |
| AQR INTERNATIONAL EQUITY FUND | $99,295 | $88,587 |
| AQR MANAGED FUTURES FUND CL I | $120,837 | $100,824 |
| EAGLE SMALL CAP GROWTH I | $86,324 | $79,370 |
| INVESCO DEVELOPING MARKETS FD | $101,124 | $103,762 |
| ISHARES CURRENCY HEDGED MSCI E | $115,210 | $108,970 |
| ISHARES MSCI USA MOMENTUM FACT | $263,579 | $243,960 |
| ISHARES RUSSELL MICR | $33,694 | $36,360 |
| JOHN HANCOCK FDS III DISCIPLIN | $129,820 | $117,871 |
| SCHWAB FUNDAMENTAL US LG COMPA | $236,534 | $238,142 |
| T. ROWE PRICE INTERNATIONAL DI | $68,070 | $69,632 |
| VANGUARD DIVIDEND APPRECIATION | $90,625 | $121,164 |
| WORLD GOLD TRUST SPDR GOLD MIN | $51,053 | $53,216 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,265 | $12,265 | |
| Bank Charges | $44 | $44 | |
| 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 | $23,337 | Amt |
| Net Investment Income | $23,337 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2017 | CategoryTxt |
| Amt | $1,650 | Amt |