CLARENCE S BROOKS FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE S BROOKS FOUNDATION (EIN 20-1835676)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-08-07
- IRS object ID
- 201842199349100024
- Schema version
- 2016v3.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-07T15:15:08-07:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mark W Greenberg CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 Cahuenga Blvd W | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201835676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARENCE S BROOKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3106577711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 WILSHIRE BL | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY RATNER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK W GREENBERG | PreparerPersonNm |
| PTIN | P00089733 | PTIN |
| Phone | 8185286268 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $6,819,728 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $124,193 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,193 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,279,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367,627 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,161 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $495,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $491,821 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $399,960 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $339,960 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,800 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $35,200 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,900 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $32,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,069 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,007 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,007 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $524,214 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $403,556 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $526,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,889 | CashBOYAmt |
| Cash EOY | $51,276 | CashEOYAmt |
| Cash EOYFMV | $51,276 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $134,123 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $532,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $532,323 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,332 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,825 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,121,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,436,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,196,788 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $72,170 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $29,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,941 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,418,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,058,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,819,728 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,842 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $9,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,408,986 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,058,153 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,408,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,058,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,418,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,058,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,408,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,857 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,378,129 | SubtotalAmt |
| Other Decreases | $319,976 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,058,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SILVER CREEK FUND | P | 2009-06-15 | 2017-07-10 | $21,243 | -$21,243 | -$21,243 | |
| EIC VALUE FUND | P | 2016-04-22 | 2017-04-28 | $510,737 | $40,743 | $40,743 | $551,480 |
| GOLDMAN SACHS US EQUITY | P | 2016-04-22 | 2016-11-28 | $237,551 | $12,437 | $12,437 | $249,988 |
| STEELPATH MLP FUND | P | 2012-08-29 | 2017-04-03 | $655,031 | -$7,488 | -$7,488 | $647,543 |
| SCHWAB FUNDAMENTAL US SMALL FUND | P | 2009-09-10 | 2016-11-28 | $487,616 | $343,178 | $343,178 | $830,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367,627 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,112 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,979,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $725,777 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,770,272 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,217,290 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,106,845 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,487,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,079,990 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.49419 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,155,731 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,825,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.28031 | DistributionYr5Rt |
| Total Distribution | 1.039392 | TotalDistributionRt |
| Average Distribution | 0.207878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,518,053 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,354,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,787 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,358,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $406,181 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,575 | SubtotalAmt |
| Tax Based On Investment Income | $7,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,825 | OverpaymentAmt |
| Applied To ES Tax | $8,825 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3106577711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 WILSHIRE BL 330 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902113118 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY RATNER | ||||||
| 8501 WILSHIRE BL 330 | BEVERLY HILLS | CA | 902113118 | President & CEO | 40.00 | $274,980 |
| IRENE GELFEN | ||||||
| 8501 WILSHIRE BL 330 | BEVERLY HILLS | CA | 902113118 | Secretary & COO | 40.00 | $124,980 |
| 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 | $6,311,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,617,313 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,617,313 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,518,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,575 | TotalTaxAmt |
| Distributable Before Adj | $318,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $318,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $318,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,181 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $406,181 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $406,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,328 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,421,023 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,045,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $813,622 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $391,445 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,671,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,181 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $318,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,853 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,759,552 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,421,023 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,338,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,045,609 | ExcessFromYear4Amt |
| Excess From Year3 | $813,622 | ExcessFromYear3Amt |
| Excess From Year2 | $391,445 | ExcessFromYear2Amt |
| Excess From Current Year | $87,853 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EXPONENT PHILANTHROPY | |||||||
| 1720N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | EDUCATIONAL | $750 |
| TEMPLE OF THE ARTS | |||||||
| 8440 WILSHIRE BL | BEVERLY HILLS | CA | 90211 | NONE | PC | GENERAL SUPPORT | $1,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,625 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,193 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$361 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $367,627 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $127,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $367,627 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,621 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MILLER WARD & CO | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,320 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $319,976 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK SERVICE CHARGES | $100 | $100 |
| DUES & SUBSCRIPTIONS | $1,500 | $1,500 |
| FLOWERS | $207 | $207 |
| INSURANCE-GENERAL LIABILITY | $2,150 | $2,150 |
| LICENSES & PERMITS | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $4,161 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES-HIGH TOWER | CategoryTxt |
| Amt | $41,900 | Amt |
| Net Investment Income | $41,900 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CALIFORNIA FTB | $10 | $10 | |
| CORPORATE TAXES-CA ATTORNEY GENERAL | $75 | $75 | |
| EXCISE TAX | $7,575 | ||
| PAYROLL TAXES | $24,687 | $20,984 | $3,703 |