LANCER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LANCER FAMILY FOUNDATION (EIN 82-6190843)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-15
- IRS object ID
- 201922279349101117
- 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
- Schedule B
- General Explanation Attachment
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-15T17:38:21-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953695224 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRANI UY & ARANDA ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 Ventura Blvd Suite 306 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 | 826190843 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 N RODEO DR 3F | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD LANCER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERLINDA C ARANDA | PreparerPersonNm |
| PTIN | P00291455 | PTIN |
| Phone | 8189070632 | PhoneNum |
| 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 | $1,923,931 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,272 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $48,272 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,028,060 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,004,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,272 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,272 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $929 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $929 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,494 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,493 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,846 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $995,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,848 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,272 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $5,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,955 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,000,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,991,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,917,976 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,000,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,997,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,923,931 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $825 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,686 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,686 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $999,203 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,995,055 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $999,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,995,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,997,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $999,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $995,852 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,995,055 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,995,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 475 FIRST TRUST NORTH AMERICAN | P | 2018-01-12 | 2018-03-23 | $10,246 | $11,695 | -$1,449 | -$1,449 |
| 520 FIRST TRUST NORTH AMERICAN | P | 2018-01-30 | 2018-03-23 | $11,216 | $12,653 | -$1,437 | -$1,437 |
| 470 FIRST TRUST NORTH AMERICAN | P | 2018-02-16 | 2018-03-23 | $10,138 | $10,974 | -$836 | -$836 |
| 585 FIRST TRUST PREFERRED SECUR | P | 2018-01-12 | 2018-06-28 | $11,122 | $11,728 | -$606 | -$606 |
| 645 FIRST TRUST PREFERRED SECUR | P | 2018-01-30 | 2018-06-28 | $12,263 | $12,758 | -$495 | -$495 |
| 510 FIRST TRUST PREFERRED SECUR | P | 2018-02-16 | 2018-06-28 | $9,696 | $10,050 | -$354 | -$354 |
| 600 FIRST TRUST LOW DURATION OP | P | 2018-01-30 | 2018-06-28 | $30,698 | $30,870 | -$172 | -$172 |
| 700 FIRST TRUST LOW DURATION OP | P | 2018-02-16 | 2018-06-28 | $35,815 | $36,059 | -$244 | -$244 |
| 431.16 GUGGENHEIM TOTAL RETURN BO | P | 2018-01-12 | 2018-06-28 | $11,591 | $11,726 | -$135 | -$135 |
| 468.269 GUGGENHEIM TOTAL RETURN BO | P | 2018-01-30 | 2018-06-28 | $12,589 | $12,682 | -$93 | -$93 |
| 373.083 GUGGENHEIM TOTAL RETURN BO | P | 2018-02-16 | 2018-06-28 | $10,030 | $10,041 | -$11 | -$11 |
| 95 INVESCO QQQ TRUST SERIES I | P | 2018-01-12 | 2018-06-28 | $16,200 | $15,625 | $575 | $575 |
| 95 INVESCO QQQ TRUST SERIES I | P | 2018-01-30 | 2018-06-28 | $16,200 | $16,002 | $198 | $198 |
| 85 INVESCO QQQ TRUST SERIES I | P | 2018-02-16 | 2018-06-28 | $14,495 | $14,074 | $421 | $421 |
| 340 ISHARES CORE MSCI EMERGING | P | 2018-01-12 | 2018-06-28 | $17,502 | $20,319 | -$2,817 | -$2,817 |
| 500 ISHARES CORE MSCI EMERGING | P | 2018-01-30 | 2018-06-28 | $25,738 | $30,421 | -$4,683 | -$4,683 |
| 100 ISHARES CORE MSCI EMERGING | P | 2018-02-08 | 2018-06-28 | $5,148 | $5,608 | -$460 | -$460 |
| 335 ISHARES CORE MSCI EMERGING | P | 2018-02-16 | 2018-06-28 | $17,244 | $20,022 | -$2,778 | -$2,778 |
| 230 ISHARES GLOBAL ENERGY | P | 2018-01-12 | 2018-06-28 | $8,511 | $8,709 | -$198 | -$198 |
| 260 ISHARES GLOBAL ENERGY | P | 2018-01-30 | 2018-06-28 | $9,621 | $9,590 | $31 | $31 |
| 265 ISHARES GLOBAL ENERGY | P | 2018-02-16 | 2018-06-28 | $9,806 | $9,033 | $773 | $773 |
| 340 ISHARES MSCI EAFE SMALL-CAP | P | 2018-02-08 | 2018-06-28 | $21,162 | $21,570 | -$408 | -$408 |
| 155 ISHARES MSCI EAFE SMALL-CAP | P | 2018-02-16 | 2018-06-28 | $9,648 | $10,216 | -$568 | -$568 |
| 94 ISHARES RUSSELL MID-CAP ETF | P | 2018-01-12 | 2018-06-28 | $19,859 | $20,252 | -$393 | -$393 |
| 101 ISHARES RUSSELL MID-CAP ETF | P | 2018-01-30 | 2018-06-28 | $21,338 | $21,833 | -$495 | -$495 |
| 89 ISHARES RUSSELL MID-CAP ETF | P | 2018-02-16 | 2018-06-28 | $18,803 | $18,707 | $96 | $96 |
| 112 ISHARES S&P 500 GROWTH ETF | P | 2018-01-12 | 2018-06-28 | $18,129 | $17,912 | $217 | $217 |
| 115 ISHARES S&P 500 GROWTH ETF | P | 2018-01-30 | 2018-06-28 | $18,615 | $18,778 | -$163 | -$163 |
| 102 ISHARES S&P 500 GROWTH ETF | P | 2018-02-16 | 2018-06-28 | $16,511 | $16,346 | $165 | $165 |
| 293 ISHS S&P 500 VAL | P | 2018-01-12 | 2018-06-28 | $32,198 | $34,653 | -$2,455 | -$2,455 |
| 310 ISHS S&P 500 VAL | P | 2018-01-30 | 2018-06-28 | $34,067 | $36,914 | -$2,847 | -$2,847 |
| 289 ISHS S&P 500 VAL | P | 2018-02-16 | 2018-06-28 | $31,759 | $33,046 | -$1,287 | -$1,287 |
| 9668 MM FEDERATED INSTITUTIONAL | P | 2018-03-05 | 2018-06-28 | $9,669 | $9,668 | $1 | $1 |
| 100 SECTOR SPDR TR SHS BEN INT | P | 2018-01-12 | 2018-06-28 | $8,307 | $8,694 | -$387 | -$387 |
| 105 SECTOR SPDR TR SHS BEN INT | P | 2018-01-30 | 2018-06-28 | $8,722 | $9,398 | -$676 | -$676 |
| 105 SECTOR SPDR TR SHS BEN INT | P | 2018-02-16 | 2018-06-28 | $8,722 | $9,000 | -$278 | -$278 |
| 1450 SPDR DOUBLELINE TOTAL RETUR | P | 2018-01-12 | 2018-06-28 | $69,045 | $70,247 | -$1,202 | -$1,202 |
| 700 SPDR DOUBLELINE TOTAL RETUR | P | 2018-01-30 | 2018-06-28 | $33,332 | $33,751 | -$419 | -$419 |
| 1100 SPDR DOUBLELINE TOTAL RETUR | P | 2018-02-16 | 2018-06-28 | $52,379 | $52,581 | -$202 | -$202 |
| 1645 VANECK VECTORS J.P. MORGAN | P | 2018-03-23 | 2018-06-28 | $28,007 | $31,687 | -$3,680 | -$3,680 |
| 1130 VANGUARD FTSE DEVELOPED MKT | P | 2018-01-12 | 2018-06-28 | $48,044 | $52,827 | -$4,783 | -$4,783 |
| 1195 VANGUARD FTSE DEVELOPED MKT | P | 2018-01-30 | 2018-06-28 | $50,808 | $56,231 | -$5,423 | -$5,423 |
| 1090 VANGUARD FTSE DEVELOPED MKT | P | 2018-02-16 | 2018-06-28 | $46,344 | $49,503 | -$3,159 | -$3,159 |
| 155 VANGUARD SM-CAP VALUE | P | 2018-01-12 | 2018-06-28 | $21,012 | $21,222 | -$210 | -$210 |
| 168 VANGUARD SM-CAP VALUE | P | 2018-01-30 | 2018-06-28 | $22,774 | $22,817 | -$43 | -$43 |
| 151 VANGUARD SM-CAP VALUE | P | 2018-02-16 | 2018-06-28 | $20,470 | $19,898 | $572 | $572 |
| 255 WISDOMTREE EUROPE HEDGED EQ | P | 2018-01-12 | 2018-02-08 | $15,757 | $16,761 | -$1,004 | -$1,004 |
| 3599.03 AMERICAN HIGH INCOME TRUST | P | 2018-07-10 | 2018-07-25 | $36,710 | $36,483 | $227 | $227 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$43,574 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$43,574 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $917 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $917 | SubtotalAmt |
| Tax Based On Investment Income | $917 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $917 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD LANCER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 N RODEO DR 3F | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,011,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,014,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,014,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $999,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $917 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $917 | TotalTaxAmt |
| Distributable Before Adj | $49,048 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,048 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,048 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,422 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,422 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $6,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,278 | UndistributedIncomePYAmt |
| Qualifying Distributions | $6,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,278 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,144 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $45,904 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ASLMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 STEWART AVENUE STE240 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MEDICAL RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $4,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$43,574 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,272 | ExclusionAmt |
| Related Or Exempt Function Incm | -$43,574 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,698 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HAROLD LANCER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 LA ALTURA ROAD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENT TO PART V111, PART 1TRUSTEE WORK FOR THE FOUNDATION ON "AS NEEDED BASIS" | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $44 | $22 | $22 |
| BROKERS FEES | $2,943 | $1,472 | $1,471 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE TO DR HAROLD LANCER | $825 | $2,683 |
| Rounding | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,858 | Amt |
| Net Investment Income | $929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $929 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |