QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- QUEEN OF ANGELS CLINIC AND RESEARC FOUNDATION (EIN 95-6071172)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-22
- IRS object ID
- 201711739349100416
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-22T16:53:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcum LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 Main Street Suite 950 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926148216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956071172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Queen of Angels California Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER MCANDREWS VP | InCareOfNm |
| Business Name Control | QUEE | BusinessNameControlTxt |
| Phone | 3102608750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 CATAMARAN Suite 301 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MCANDREWS | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Phone | 3102608750 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jayson M Morgan | PreparerPersonNm |
| PTIN | P01246270 | PTIN |
| Phone | 9492365600 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.19.127.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 30762520171735000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-06-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 04645C14641E64AB0F324DBD6960DDB98BD52F13 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 04645C14641E64AB0F324DBD6960DDB98BD52F13 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,489,824 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,558 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,859 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,859 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,259 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,588 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,706 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,706 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,159 | CashBOYAmt |
| Cash EOY | $14,048 | CashEOYAmt |
| Cash EOYFMV | $14,048 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,570 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,023 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,225,966 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,258,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,258,899 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $242,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $196,854 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $196,854 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,519,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,489,824 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,489,824 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,519,134 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,489,824 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,519,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,489,824 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,519,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,489,824 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,519,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,838 | OtherIncreasesAmt |
| Subtotal | $1,489,824 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,489,824 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #7700 LONG TERM TRANSACTIONS (SEE ATTACHED) | P | 2000-01-01 | 2016-12-31 | $315,769 | $250,218 | $65,551 | $65,551 |
| WELLS FARGO #7700 SHORT TERM TRANSACTION (SEE ATTCHED) | P | 2016-01-01 | 2016-12-31 | $123,855 | $121,989 | $1,866 | $1,866 |
| CAPITAL GAIN DIVIDENDS | P | $1,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,705,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057751 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,760,080 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048577 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,682,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046636 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,420 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,645,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.109013 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170,309 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,711,914 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099485 | DistributionYr5Rt |
| Total Distribution | 0.361462 | TotalDistributionRt |
| Average Distribution | 0.072292 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,515,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,536 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $729 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,000 | 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 | $729 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $729 | SubtotalAmt |
| Tax Based On Investment Income | $729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $771 | OverpaymentAmt |
| Applied To ES Tax | $771 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER MCANDREWS VP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102608750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 CATAMARAN SUITE 301 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| TIRSO DEL JUNCO M D | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| PETER F MCANDREWS ESQ | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | VP/DIRECTOR | 0 | $0 | $0 | $0 |
| MAUREEN MINEHAN NEGLIA | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| WILLIAM REGAN | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| MARILYN SHIPMAN | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| WILLIAM LA BELLE | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| HARRY W FRAZEE | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| DALLAS E MARVIL | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| STEVEN R PINGEL | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| LILA ROSE | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| JAMES J SALZ M D | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| SISTER PAULA VANDEGAER S S S | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
| LOUISE VALLE | ||||||||
| 20 CATAMARAN | MARINA DEL REY | CA | 90292 | DIRECTOR | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARCUM LLP | |||||
| 1920 MAIN STREET SUITE 950 | IRVINE | CA | 92614 | ACCOUNTING & TAX | $11,859 |
| WELLS FARGO | |||||
| 600 SOUTH 4TH STREET 14TH FLOOR | MINNEAPOLIS | MN | 55415 | INVESTMENT ADVISORY | $19,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,468,347 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,538,268 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,538,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,515,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $729 | TotalTaxAmt |
| Distributable Before Adj | $75,031 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $75,031 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $75,031 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $729 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,251 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,251 | AppliedToYear1Amt |
| Applied To Current Year | $60,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $14,282 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KNIGHTS OF COLUMBUS | |||||||
| 11967 SUNSET BOULEVARD | LOS ANGELES | CA | 90049 | N/A | PC | HELP FOR THE NEEDY AND POOR; HELP FOR DISABLED VETERANS; ASSISTANCE WITH TUITION SUPPORT FOR NEEDY STUDENTS ATTENDING CATHOLIC SCHOOLS | $10,000 |
| INTERNATIONAL LIFE SERVICES | |||||||
| 2601 1/2 WEST 8TH STREET | LOS ANGELES | CA | 900573810 | N/A | PC | TO HELP PROMOTE JUDEO-CHRISTIAN VALUES APPLIED TO FAMILY LIFE, SECUALITY, AND BIOETHICAL ISSUES. | $20,000 |
| ST MARGARET'S CENTER | |||||||
| 27 Hackett Blvd | Albany | NY | 12208 | N/A | PC | TO HELP NURSING FACILITY PROVDING SHORT-TERM,LONG-TERM, AND REPITE CARE TO CHILDREN AND YOUNG ADULTS WITH COMPLEX MEDICAL NEEDS. | $15,000 |
| LIVE ACTION | |||||||
| 2200 Wilson Blvd Suite 102 111 | Arlington | VA | 222013324 | N/A | PC | TO HELP WITH EDUCATION PROGRAMS SUPPORTED BY LIVE ACTION. | $20,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 907324331 | N/A | PC | HELP FOR THE UNDERPRIVILEDGED; GENERAL FUND | $15,000 |
| NAZARETH HOUSE | |||||||
| 3333 MANNING AVENUE | LOS ANGELES | CA | 90064 | N/A | PC | HELP FOR THE UNDERPRIVILEGED; GENERAL FUND | $10,000 |
| ST MARY'S COLLEGE OF CALIFORNIA | |||||||
| 1928 ST MARYS RD | MORAGA | CA | 94556 | N/A | PC | GENERAL FUND | $20,000 |
| ST RAFAEL SCHOOL | |||||||
| 924 WEST 70TH STREET | LOS ANGELES | CA | 90044 | PC | GENERAL FUND | $10,000 | |
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OAJ RD | SANTA PAULA | CA | 93060 | N/A | PC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $105,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,558 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,859 | Amt |
| Net Investment Income | $11,859 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $168,959 | $168,959 |
| DOMESTIC MUTUAL FUNDS | $27,895 | $27,895 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE EQUITIES | $502,143 | $502,143 |
| DOMESTIC MUTUAL FUNDS | $216,628 | $216,628 |
| INTERNATIONAL MUTUAL FUNDS | $222,601 | $222,601 |
| REAL ESTATE INVESTMENT TRUSTS | $41,820 | $41,820 |
| REAL ASSET FUNDS | $100,687 | $100,687 |
| COMPLEMENTARY STRATEGIES | $175,020 | $175,020 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MEETING EXPENSES | $242 | $242 |
| FOREIGN TAX WITHELD | $1,328 | $1,328 |
| INVESTMENT EXPENSES | $8 | $8 |
| CA FILING FEE | $10 | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $27,838 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $19,259 | Amt |
| Net Investment Income | $19,259 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN TAXES PAID |
| TAXES PAID |