ANONYMOOSE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOOSE FOUNDATION (EIN 20-0234298)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349103354
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:39:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO & HAWORTH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD SUITE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | 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 | 200234298 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANONYMOOSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANON | BusinessNameControlTxt |
| Phone | 3238793262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE NO K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FEINTECH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3238793262 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS LAUG | PreparerPersonNm |
| PTIN | P00736574 | PTIN |
| Phone | 8184936650 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.33.86.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-10 | IPDt |
| IP Tm | 15:17:45 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,185,306 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $603,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,750 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $332,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,663 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,045 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,522 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,523 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $503 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,162 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $98,094 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $277,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $277,031 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $246,087 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $246,087 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $252,310 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,222,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,220,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,655,965 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,569,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,743,690 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,185,306 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,569,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,743,690 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,569,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,569,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,743,690 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,569,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $98,094 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,588 | OtherIncreasesAmt |
| Subtotal | $1,743,690 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,743,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | P | $82,469 | $87,957 | -$5,488 | -$5,488 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | P | $80,198 | $86,969 | -$6,771 | -$6,771 |
| MORGAN STANLEY - PUBLICLY TRADED SECURITIES | P | $381,863 | $112,700 | $269,163 | $269,163 |
| 1,500 SHARES NEWELL BRANDS - PUBLICLY TRADED SECURITIES | P | $58,771 | $35,925 | $22,846 | $22,846 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,750 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,893 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,433,757 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,223,090 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $167,713 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $889,541 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.188539 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,197 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $146,497 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.253910 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,511 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031012 | DistributionYr5Rt |
| Total Distribution | 0.638512 | TotalDistributionRt |
| Average Distribution | 0.127702 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,224,004 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $284,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,305 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $287,315 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $226,685 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,610 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,610 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,610 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,240 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,370 | 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 | LISA FEINTECH | IndividualWithBooksNm |
| Phone | 3238793262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DIRVE SUITE K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA FEINTECH | ||||||||
| 1871 KIMBERLY LANE | LOS ANGELES | CA | 90049 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ALEXANDRA PINKUS | ||||||||
| 1871 KIMBERLY LANE | LOS ANGELES | CA | 90049 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JORDAN PINKUS | ||||||||
| 1871 KIMBERLY LANE | LOS ANGELES | CA | 90049 | TREASURER | 0.50 | $0 | $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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,063,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,257,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,257,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,224,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,610 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,610 | TotalTaxAmt |
| Distributable Before Adj | $104,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $226,685 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $226,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $124,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $304,617 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,095 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $426,712 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $426,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,494 | ExcessFromYear4Amt |
| Excess From Year3 | $124,094 | ExcessFromYear3Amt |
| Excess From Year2 | $90,604 | ExcessFromYear2Amt |
| Excess From Year1 | $63,425 | ExcessFromYear1Amt |
| Excess From Current Year | $122,095 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA FEINTECH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CEDAR-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,500 |
| CERRITOS COLLEGE FOUNDATION | |||||||
| 11110 ALONDRA BLVD | NORWALK | CA | 90650 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| CHILDREN'S INSTITUTE | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $200 |
| CHILDREN'S MUSIC FUND | |||||||
| 16133 VENTURA BLVD 600 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $250 |
| COLLEGE TRACK | |||||||
| 117 BROADWAY AVENUE | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| EPIDERMOLYSIS BULLOSA MEDICAL RESEARCH FOUNDATION (EBMRF) | |||||||
| 2757 ANCHOR AVENUE | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| ESALEN INSTITUTE | |||||||
| FRIENDS OF ESALEN 55000 HIGHWAY ONE | BIG SUR | CA | 93920 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| EXTRAORDINARY FAMILIES | |||||||
| 155 NORTH OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| FAMILY CONNECTIONS | |||||||
| PO BOX 358 | SAN CARLOS | CA | 94070 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| FELLOWS OF CONTEMPORARY ART | |||||||
| 970 N BROADWAY SUITE 208 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| GIRLS WHO CODE | |||||||
| 28 W 23RD STREET 7TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $500 |
| GRAND PERFORMANCES | |||||||
| 350 S GRAND AVE SUITE A-4 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 |
| HARRIETT BUHAI CENTER FOR FAMILY LAW | |||||||
| 3250 WILSHIRE BLVD STE 710 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| ISRAEL CANCER RESEARCH FOUNDATION | |||||||
| 15840 VENTURA BLVD STE 306 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| MANDEVILLE CANYON FOUNDATION | |||||||
| PO BOX 49802 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,250 |
| MEND FOUNDATION | |||||||
| 72-11 AUSTIN STREET 390 | FOREST HILLS | NY | 11375 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,780 |
| ODC SAN FRANCISCO | |||||||
| 351 SHORTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $53,182 |
| RANCHO MIRAGE WRITERS FESTIVAL | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| RAND | |||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| STELLA ADLER THEATRE | |||||||
| 6773 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| SUN VALLEY WRITERS CONFERENCE | |||||||
| PO BOX 957 | KETCHUM | ID | 83340 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| THE EVERYCHILD FOUNDATION | |||||||
| P O BOX 1808 | PACIFIC PALLISADES | CA | 90272 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| THE HEART FOUNDATION | |||||||
| 31822 VILLAGE CENTER RD 208 | WESTLAKE VILLAGE | CA | 91361 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $12,500 |
| THE INDUSTRY PRODUCTIONS | |||||||
| PO BOX 291726 | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 9090 WILSHIRE BLVD 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $19,000 |
| UNICEF | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,162 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,809 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $332,663 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,663 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,045 | Amt |
| Net Investment Income | $1,522 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,523 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY 121518 | StockNm |
| EOY Book Value | $1,220,572 | EOYBookValueAmt |
| EOYFMV | $1,655,965 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $246,087 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $252,310 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $102 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO NEWELL COST BASIS | Desc |
| Amt | $76,588 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY | $32 | $32 | $0 |
| BANK FEES | $112 | $112 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB TAX PAYMENTS | $10 | $0 | $0 |
| FOREIGN TAXES PAID | $503 | $503 | $0 |
| ATTY GEN - FILING FEE | $50 | $0 | $0 |
| IRS | $5,655 | $0 | $0 |