LON V SMITH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LON V SMITH FOUNDATION (EIN 95-6045384)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349102285
- Schema version
- 2017v2.2
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:46:25-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474904385 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMASO DE PRY & DEL CAMPO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 S EL MOLINO AVENUE STE 201 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911012563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956045384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LON V SMITH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONV | BusinessNameControlTxt |
| Phone | 3102769306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD NO 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902104614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEFAN A KANTARDJIEFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102769306 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE DE PRY | PreparerPersonNm |
| PTIN | P00042087 | PTIN |
| Phone | 6267962404 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,485,900 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $689,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $689,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,409,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367,720 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $336,141 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $336,141 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,393,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,393,745 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $183,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,330 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $119,470 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $11,866 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,153 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,713 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,304 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,304 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $471 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $306 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,290 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,402 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $24,888 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $56,533 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,787 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,746 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,837 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,662,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,662,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,011,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,886,223 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$617,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,268,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,556 | CashBOYAmt |
| Cash EOY | $3,681 | CashEOYAmt |
| Cash EOYFMV | $3,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,601 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $22,801,091 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,194,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,053,448 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,283 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $500 | LandEOYFMVAmt |
| Other Assets BOY | $15,906 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,906 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,391,670 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,868,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,250,734 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,485,900 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $22,868,430 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,250,734 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,868,430 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,250,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,868,430 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,250,734 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,868,430 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$617,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,250,734 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,250,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MUTUAL FUNDS | P | $2,170,362 | $2,041,635 | $128,727 | $128,727 |
| CAPITAL GAINS DIVIDENDS | P | $238,993 | $238,993 | $238,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367,720 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,806,088 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,306,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068655 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,810,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,452,612 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065941 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,793,777 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,849,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064409 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,746,973 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,207,466 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064209 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,746,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,284,690 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064015 | DistributionYr5Rt |
| Total Distribution | 0.327229 | TotalDistributionRt |
| Average Distribution | 0.065446 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,652,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,744,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,682 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,757,006 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,886,223 | 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 | $12,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $702 | TaxDueAmt |
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 | STEFAN KANTARDJIEFF | IndividualWithBooksNm |
| Phone | 3102769306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9440 SANTA MONICA BLVD 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| STEFAN A KANTARDJIEFF | ||||||||
| 827 N EDGEMONT STREET | LOS ANGELES | CA | 90029 | PRESIDENT | 12.00 | $94,000 | $0 | $0 |
| LAWRENCE S CLARK | ||||||||
| 35 MISTY ACRES ROAD | ROLLING HILLS ESTATES | CA | 90274 | VICE-PRES. | 2.00 | $9,000 | $0 | $0 |
| MATTHEW WHELAN | ||||||||
| 532 VIA ALMOR | PALOS VERDES ESTATES | CA | 90274 | VICE-PRES. | 2.00 | $8,400 | $0 | $0 |
| STEPHEN A RADOS | ||||||||
| 2316 NAPLES | NEWPORT BEACH | CA | 92660 | VICE-PRES. | 2.00 | $9,000 | $0 | $0 |
| MICHAEL LAHN | ||||||||
| 19200 CLYMER STREET | PORTER RANCH | CA | 91326 | VICE-PRES. | 2.00 | $8,400 | $0 | $0 |
| LOUISE OFFIT | ||||||||
| 919 20TH STREET APT E | SANTA MONICA | CA | 90403 | SECRETARY-TREASURER | 24.00 | $55,000 | $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 | $25,619,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,909 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,392,170 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,058,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,058,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $405,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,652,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,332,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,332,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,682 | TotalTaxAmt |
| Distributable Before Adj | $1,319,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,319,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,319,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,886,223 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,886,223 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,682 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,873,541 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,319,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $435,919 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $424,208 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $434,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $457,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $512,837 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,265,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,886,223 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,319,961 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $566,262 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,831,435 | 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 | $435,919 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,395,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $424,208 | ExcessFromYear4Amt |
| Excess From Year3 | $434,238 | ExcessFromYear3Amt |
| Excess From Year2 | $457,971 | ExcessFromYear2Amt |
| Excess From Year1 | $512,837 | ExcessFromYear1Amt |
| Excess From Current Year | $566,262 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1736 FAMILY CRISIS CENTER | |||||||
| 2116 ARLINGTON AVENUE STE 200 | LOS ANGELES | CA | 90018 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AFFORDABLE LIVING FOR THE AGING | |||||||
| 2029 CENTURY PARK EAST STE 4393 | LOS ANGELES | CA | 90067 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| AIDS PROJECT LOS ANGELES | |||||||
| 611 S KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| AIRPORT MARINA COUNSELING SERVICE | |||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| AMERICAN FAMILY HOUSING | |||||||
| 15161 JACKSON STREET | MIDWAY CITY | CA | 92655 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AMERICAN RED CROSS | |||||||
| 11355 OHIO AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | HURRICANES RELIEF | $40,000 |
| AMERICAN RED CROSS | |||||||
| 225 PRADO ROAD STE A | SAN LUIS OBISPO | CA | 93401 | NONE | PUBLIC | SOUTHERN CALIFORNIA FIRES RELIEF | $12,500 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | |||||||
| P O BOX 565 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ANGEL FLIGHT WEST INC | |||||||
| 3161 DONALD DOUGLAS LOOP SOUTH | SANTA MONICA | CA | 904053213 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ASIAN PACIFIC HEALTH CARE VENTURE | |||||||
| 4216 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| ASSISTANCE LEAGUE | |||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| AVIVA FAMILY & CHILDREN'S SERVICES | |||||||
| 7120 FRANKLIN AVENUE | LOS ANGELES | CA | 90046 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BEVERLY HILLS MEALS ON WHEELS | |||||||
| P O BOX 5031 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BIG BROTHERSBIG SISTERS OF ORANGE COUNTY | |||||||
| 1801 E EDINGER STE 101 | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BLIND CHILDREN'S CENTER INC | |||||||
| 4120 MARATHON STREET | LOS ANGELES | CA | 900293584 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| BOY SCOUTS OF AMERICA - GREATER LOS ANGELES | |||||||
| 2333 SCOUT WAY | LOS ANGELES | CA | 90026 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOY SCOUTS OF AMERICA - ORANGE COUNTY COUNCIL | |||||||
| 1211 E DYER ROAD | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BOYS & GIRLS CLUB OF LA HARBOR | |||||||
| 1200 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| BRAILLE INSTITUTE OF AMERICA INC | |||||||
| 741 N VERMONT AVENUE | LOS ANGELES | CA | 900293594 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CAMPBELL CENTER | |||||||
| 6512 SAN FERNANDO ROAD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA | |||||||
| 1910 MAGNOLIA AVENUE | LOS ANGELES | CA | 90007 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| CHILDREN'S BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD STE 450 | SHERMAN OAKS | CA | 914031784 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 SUNSET BLVD STE 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC | UNRESTRICTED | $35,000 |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| COURT APPOINTED SPECIAL ADVOCATES - ORANGE COUNTY | |||||||
| 1505 E 17TH STREET STE 214 | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| DOHENY EYE INSTITUTE | |||||||
| 1450 SAN PABLO STREET DEI-3050 | LOS ANGELES | CA | 900334697 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EL NIDO FAMILY CENTERS | |||||||
| 10200 SEPULVEDA BLVD STE 350 | MISSION HILLS | CA | 91345 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ETTIE LEE YOUTH & FAMILY SERVICES | |||||||
| 5146 N MAINE AVENUE | BALDWIN PARK | CA | 917060339 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90232 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E WASHINGTON BLVD STE 300 | PASADENA | CA | 91107 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FOSTERALL | |||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 91201 | NONE | PUBLIC | UNRESTRICTED | $17,500 |
| FOUNDATION FOR WOMEN WARRIORS | |||||||
| 2355 WESTWOOD BLVD STE 350 | LOS ANGELES | CA | 90064 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| FRED JORDAN MISSIONS | |||||||
| P O BOX 12345 | COVINA | CA | 91722 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| FRIENDS OF THE BEVERLY HILLS PUBLIC LIBRARY | |||||||
| 444 N REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| GLOBAL MOBILITY | |||||||
| 7536 TYRONE AVENUE | VAN NUYS | CA | 91405 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| GOOD SHEPHERD SHELTER | |||||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | NONE | PUBLIC | UNRESTRICTED | $12,000 |
| GOODWILL INDUSTRIES OF ORANGE COUNTY CALIFORNIA | |||||||
| 410 N FAIRVIEW | SANTA ANA | CA | 92703 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA | |||||||
| 342 SAN FERNANDO ROAD | LOS ANGELES | CA | 900311782 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| HABITAT FOR HUMANITY | |||||||
| 270 PEACHTREE STREET NW STE 1300 | ATLANTA | GA | 30303 | NONE | PUBLIC | SOUTHERN CALIFORNIA FIRES RELIEF | $25,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR | AMERICOS | GA | 31709 | NONE | PUBLIC | HURRICANE RELIEF | $40,000 |
| HARVEST HOME | |||||||
| 2118 WILSHIRE BLVD 358 | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| HATHAWAY-SYCAMORES CHILDREN & FAMILY SERVICES | |||||||
| 210 S DELACEY AVENUE STE 110 | PASADENA | CA | 911052074 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HAVEN HILLS INC | |||||||
| P O BOX 260 | CANOGA PARK | CA | 91305 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| HAYNES FAMILY OF PROGRAMS | |||||||
| 233 W BASELINE ROAD BOX 400 | LA VERNE | CA | 917500400 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HILLSIDES | |||||||
| 815 COLORADO BLVD STE 300 | LOS ANGELES | CA | 90041 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| HOOVER INSTITUTE - STANFORD UNIVERSITY | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 943056010 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| HUMAN OPTIONS INC | |||||||
| P O BOX 53745 | IRVINE | CA | 926193745 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| INLAND VALLEY HOPE PARTNERS | |||||||
| 1753 NORTH PARK AVENUE | POMONA | CA | 91768 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| INTERNATIONAL EYE FOUNDATION | |||||||
| 10801 CONNECTICUT AVENUE | KENSINGTON | MD | 20895 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| JEWISH BIG BROTHERS ASSOCIATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 900484918 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| JOVENES INC | |||||||
| 1208 PLEASANT AVENUE | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| KCETLINK | |||||||
| 2900 W ALAMEDA AVENUE | BURBANK | CA | 91505 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LA GOAL | |||||||
| 4911 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAGUNA PLAYHOUSE | |||||||
| 606 LAGUNA CANYON ROAD | LAGUNA BEACH | CA | 926521747 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| LAS FAMILIAS DEL PUEBLO | |||||||
| 307 E SEVENTH STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LAS FLORISTAS INC | |||||||
| 7601 E IMPERIAL HIGHWAY STE 1110 | DOWNEY | CA | 90242 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||
| 630 W FIFTH STREET | LOS ANGELES | CA | 90071 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| LITTLE KIDS ROCK | |||||||
| 271 GROVE AVENUE BLDG E2 | VERONA | NJ | 07044 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| LOS ANGELES CHILD GUIDANCE CLINIC | |||||||
| 3031 S VERMONT AVENUE | LOS ANGELES | CA | 90007 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | |||||||
| 1223 WILSHIRE BLVD STE 435 | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| LOS ANGELES MASTER CHORALE ASSOCIATION | |||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 900123013 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| LOS ANGELES MISSION INC | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| LOS ANGELES POLICY ACADEMY MAGNET SCHOOL FOUNDATION | |||||||
| 1529 GILCREST DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MIDNIGHT MISSION | |||||||
| 601 S SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| MIRACLE FLIGHTS FOR KIDS | |||||||
| 5740 S EASTERN AVENUE STE 240 | LAS VEGAS | NV | 89119 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| NEW DIRECTIONS FOR VETERANS | |||||||
| 11420 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| NORTHEAST VALLEY HEALTH CORPORATION | |||||||
| 1172 N MACLAY AVENUE | SAN FERNANDO | CA | 913401300 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| NORTHRIDGE HOSPITAL FOUNDATION | |||||||
| 18300 ROSCOE BLVD | NORTHRIDGE | CA | 91328 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| OASIS OF HOLLYWOOD | |||||||
| P O BOX 1590 | HOLLYWOOD | CA | 900781590 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| OPICA ADULT DAY CARE CENTER INC | |||||||
| 11759 MISSOURI AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| OPTIMIST YOUTH HOMES | |||||||
| 6957 N FIGUEROA STREET | LOS ANGELES | CA | 900411076 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ORANGE COUNTY BAR FOUNDATION INC | |||||||
| 1605 EAST 17TH STREET | SANTA ANA | CA | 92705 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| PACIFIC CHORALE | |||||||
| 3303 HARBOR BLVD STE E5 | COSTA MESA | CA | 92626 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PARTNERS FOR PEDIATRIC VISION | |||||||
| 1000 N ALAMEDA STREET STE 204 | LOS ANGELES | CA | 90012 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PBS - SO CAL (KOCE) | |||||||
| 10100 SANTA MONICA BLVD STE 1070 | LOS ANGELES | CA | 90067 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| PEACE OVER VIOLENCE | |||||||
| 1015 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 9272 JEROMIMO ROAD STE 122 | IRVINE | CA | 92618 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1815 W 213TH STREET STE 100 | TORRANCE | CA | 90501 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| PENINSULA COMMITTEE OF THE CHILDREN'S HOSPITAL | |||||||
| P O BOX 801 | PALOS VERDES | CA | 902740801 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| PENINSULA FRIENDS OF THE LIBRARY | |||||||
| P O BOX 2361 | PALOS VERDES | CA | 902742361 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PEOPLE ASSISTING THE HOMELESS | |||||||
| 340 N MADISON AVENUE | LOS ANGELES | CA | 90004 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PHOENIX HOUSE OF LOS ANGELES | |||||||
| 11600 ELDRIDGE AVENUE | LAKE VIEW TERRACE | CA | 91342 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| PROJECT SISTER FAMILY SERVICES | |||||||
| P O BOX 1369 | POMONA | CA | 917691369 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| PROVIDENCE LITTLE COMPANY OF MARY COMMUNITY HEALTH FOUNDATION | |||||||
| 1300 W 7TH STREET | SAN PEDRO | CA | 90732 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| PROYECTO PASTORAL AKA JESUIT HISPANO MINISTRY | |||||||
| 135 N MISSION ROAD | LOS ANGELES | CA | 90033 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| R M PYLES BOYS CAMP | |||||||
| 27211 HENRY MAYO DRIVE | VALENCIA | CA | 913551009 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHERN CALIFORNIA | |||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| SEARCH DOG FOUNDATION | |||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD STE 204A | CLAREMONT | CA | 91711 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| SOUTH BAY LITERARY COUNCIL INC | |||||||
| 18436 HAWTHORNE BLVD STE 110 | TORRANCE | CA | 90504 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| ST ANNE'S MATERNITY HOME | |||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 900264641 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST BARNABAS SENIOR SERVICES | |||||||
| 675 CARONDELET STREET | LOS ANGELES | CA | 900573309 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DRIVE | VENICE | CA | 902918633 | NONE | PUBLIC | UNRESTRICTED | $17,500 |
| ST MARGARET'S CENTER | |||||||
| 10217 INGLEWOOD AVENUE | LENNOX | CA | 90304 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| ST VINCENT SENIOR CITIZEN NUTRITION PROGRAM INC | |||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| STONE SOUP CHILD CARE PROGRAM | |||||||
| 15910 VENTURA BLVD STE 1420 | ENCINO | CA | 914362811 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| STRIVE | |||||||
| 9124 S MAIN STREET | LOS ANGELES | CA | 90003 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| TEACH FOR AMERICA INC | |||||||
| 606 S OLIVE STREET STE 300 | LOS ANGELES | CA | 90014 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 28TH STREET STE 200 | LONG BEACH | CA | 90806 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| THE CHRYSALIS CENTER | |||||||
| 1853 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| THE CLAREMONT INSTITUTE | |||||||
| 1317 W FOOTHILL BLVD STE 200 | UPLAND | CA | 91786 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| THE JEFFREY FOUNDATION | |||||||
| 5470 W WASHINGTON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| THE MAPLE COUNSELING CENTER | |||||||
| 9107 WILSHIRE BLVD LOWER LEVEL | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE NEWPORT BEACH PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 AVOCADO AVENUE | NEWPORT BEACH | CA | 92660 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE SABAN FREE CLINIC | |||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 900483476 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PUBLIC | SOUTHERN CALIFORNIA FIRES, HURRICANES HARVEY & IRMA RELIEF | $52,500 |
| TIERRA DEL SOL FOUNDATION | |||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| USC - NORRIS CANCER HOSPITAL | |||||||
| 1441 EASTLAKE AVENUE RM 8302 | LOS ANGELES | CA | 900330800 | NONE | PUBLIC | UNRESTRICTED | $25,000 |
| USC - PACIFIC ASIA MUSEUM | |||||||
| 46 N LOS ROBLES AVENUE | PASADENA | CA | 91101 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| UNITED WAY - ORANGE COUNTY | |||||||
| 18012 MITCHELL AVENUE SOUTH | IRVINE | CA | 92614 | NONE | PUBLIC | UNRESTRICTED | $30,000 |
| UNITED WAY OF GREATER LOS ANGELES | |||||||
| 1150 S OLIVE STREET T500 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | UNRESTRICTED | $40,000 |
| UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION | |||||||
| 850 HEALTH SCIENCES ROAD | IRVINE | CA | 926974375 | NONE | PUBLIC | GAVIN HERBERT EYE INSTITUTE | $15,000 |
| UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 224 IRVINE HALL | IRVINE | CA | 926977550 | NONE | PUBLIC | CANCER SURVEILLANCE PROGRAM | $25,000 |
| UPLIFT FAMILY SERVICES | |||||||
| 815 N EL CENTRO AVENUE | LOS ANGELES | CA | 90038 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| UPWARD BOUND HOUSE | |||||||
| 1104 WASHINGTON AVENUE | SANTA MONICA | CA | 90403 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VALLEY COMMUNITY HEALTHCARE | |||||||
| 6801 COLDWATER CANYON AVENUE | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| VENICE ARTS MECCA | |||||||
| 13445 BEACH AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| VERBUM DEI HIGH SCHOOL | |||||||
| 11100 S CENTRAL AVENUE | LOS ANGELES | CA | 90059 | NONE | PUBLIC | UNRESTRICTED | $7,500 |
| VIP COMMUNITY MENTAL HEALTH CENTER | |||||||
| 1721 GRIFFIN AVENUE | LOS ANGELES | CA | 90031 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| VISTA DEL MAR CHILD & FAMILY SERVICES | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| WESTCOAST SPORTS ASSOCIATES INC | |||||||
| P O BOX 1705 | SAN PEDRO | CA | 90267 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| ZIMMER CHILDREN'S MUSEUM | |||||||
| 6505 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,662,500 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $689,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367,720 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OIL & GAS ROYALTIES | 15 | $328,221 |
| DELAY RENTALS | 15 | $7,920 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,393,745 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,393,745 | 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 | TOMASO, DE PRY & DEL CAMPO | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $5,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INSTITUIONAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $22,194,546 | BookValueAmt |
| EOYFMV | $26,053,448 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| CONFERENCE FURNITURE | $1,674 | $1,674 | $0 |
| FILE CABINETS | $1,185 | $1,185 | $0 |
| CONFERENCE TABLE | $757 | $757 | $0 |
| L-SHAPED DESK | $839 | $839 | $0 |
| L-SHAPED DESK | $736 | $736 | $0 |
| 2 TASK CHAIRS | $714 | $714 | $0 |
| 4 LATERAL FILES | $1,185 | $1,185 | $0 |
| 3 PEDESTAL FILES | $487 | $487 | $0 |
| REFRIGERATOR/WATER COOLER | $706 | $706 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LONG, REIMER, WINEGAR, BEPPLER, LLP | CategoryTxt |
| Legal Fees | $5,304 | LegalFeesAmt |
| Net Investment Income | $5,304 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEASE DEPOSIT | $3,906 | $3,906 | $3,906 |
| PREPAID FEDERAL EXCISE TAX | $12,000 | $12,000 | $12,000 |
| OIL & GAS ROYALTY INTERESTS | $0 | $0 | $1,375,764 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,885 | $2,410 | $4,475 |
| OFFICE EXPENSE | $5,115 | $1,790 | $3,325 |
| ROYALTY OPERATING | $24,677 | $8,637 | $16,400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $328,221 | $328,221 | $328,221 |
| DELAY RENTALS | $7,920 | $7,920 | $7,920 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PACIFIC ENERGY GROUP | CategoryTxt |
| Amt | $471 | Amt |
| Net Investment Income | $165 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $306 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRODUCTION | $14,990 | $5,247 | $9,743 |
| PAYROLL | $11,808 | $4,133 | $7,675 |
| EXCISE (SEC. 4940) | $11,045 | $3,866 | $7,179 |
| PROPERTY | $287 | $100 | $187 |
| FILING FEES | $160 | $56 | $104 |