ANONYMOOSE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOOSE FOUNDATION (EIN 20-0234298)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201621329349101972
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T13:38:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,280,716 | 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 | $51,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $112,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $784,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,929 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $164,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $164,330 | 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 | $5,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,617 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,618 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $721 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $163,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,024 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $246,087 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $252,310 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,429,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,222,897 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,928,382 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,593,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,569,008 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,280,716 | 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 | $1,593,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,569,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,593,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,569,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,593,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,569,008 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,593,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,572,415 | SubtotalAmt |
| Other Decreases | $3,407 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,569,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3,000 SHRS TEVA PHARMACEUTICALS | 2008-01-09 | 2015-05-29 | $180,920 | $142,948 | $37,972 | $37,972 |
| 595 SHRS APPLE INC | 2012-11-19 | 2015-06-25 | $76,638 | $50,652 | $25,986 | $25,986 |
| 8,000 SHRS BARCLAYS BANK | 2008-04-08 | 2015-06-02 | $206,299 | $200,000 | $6,299 | $6,299 |
| 300 SHRS LITTELFUSE INC | 2013-09-04 | 2015-06-25 | $29,152 | $22,547 | $6,605 | $6,605 |
| 500 SHRS GOPRO INC | 2015-03-25 | 2015-06-22 | $27,596 | $20,180 | $7,416 | $7,416 |
| 50 SHRS KITE PHARMA INC | 2015-04-10 | 2015-06-25 | $3,023 | $2,928 | $95 | $95 |
| 100 SHRS LORILLARD INC | 2015-04-17 | 2015-06-12 | $7,149 | $7,087 | $62 | $62 |
| 0.090 SHRS REYNOLDS AMERICAN INC | 2015-06-12 | 2015-06-12 | $7 | $6 | $1 | $1 |
| 0.272 SHRS BANCO SANTANDER S.A. | 2015-08-27 | 2015-11-16 | $1 | $2 | -$1 | -$1 |
| 1,000 SHRS KAYNE ANDERSON ENERGY | 2015-05-01 | 2015-11-10 | $14,000 | $24,865 | -$10,865 | -$10,865 |
| 2,000 SHRS NEWELL RUBBERMAID INC | 1999-12-17 | 2015-07-10 | $83,239 | $47,900 | $35,339 | $35,339 |
| MORGAN STANLEY 4125 - PUBLICLY TRADED SECURITIES | $70,591 | $74,687 | -$4,096 | -$4,096 | ||
| MORGAN STANLEY 4125 - PUBLICLY TRADED SECURITIES | $86,116 | $78,000 | $8,116 | $8,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,929 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,223,090 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090313 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,713 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $889,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,197 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $146,497 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.253910 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,511 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $145,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031012 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $143,787 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138274 | DistributionYr5Rt |
| Total Distribution | 0.702048 | TotalDistributionRt |
| Average Distribution | 0.140410 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,433,757 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $341,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,610 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $343,334 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,893 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $807 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $2,415 | 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 | $2,264,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,470,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,470,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,433,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,688 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,688 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,220 | TotalTaxAmt |
| Distributable Before Adj | $118,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,893 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,893 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,893 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $26,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,094 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $241,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $63,425 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $304,617 | 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 | $304,617 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,494 | ExcessFromYear3Amt |
| Excess From Year2 | $124,094 | ExcessFromYear2Amt |
| Excess From Year1 | $90,604 | ExcessFromYear1Amt |
| Excess From Current Year | $63,425 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BHHS ALUMNI ASSOCIATION | |||||||
| 241 S MORENO DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $250 |
| CAMP HARMONY | |||||||
| 1414 PLANK ROAD PO BOX 158 | HOOVERSVILLE | PA | 15936 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $250 |
| CEDAR-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,750 |
| CERRITOS COLLEGE FOUNDATION | |||||||
| 11110 ALONDRA BLVD | NORWALK | CA | 90650 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| COLLEGE TRACK | |||||||
| 117 BROADWAY AVENUE | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| EPIDERMOLYSIS BULLOSA MEDICAL RESEARCH FOUNDATION | |||||||
| 2757 ANCHOR AVENUE | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 |
| FAMILY CONNECTIONS | |||||||
| PO BOX 358 | SAN CARLOS | CA | 94070 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| GOLDEN RETRIEVER CLUB | |||||||
| PO BOX 3462 | OMAHA | NE | 68103 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 |
| GRAND PERFORMANCES | |||||||
| 350 S GRAND AVE SUITE A-4 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 |
| HEARTS WITH HOPE | |||||||
| 10008 NATIONAL BLVD SUITE 117 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| JHPIEGO | |||||||
| 1615 THAMES STREET | BALTIMORE | MD | 21231 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| KCRW | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 |
| LARK MUSICAL | |||||||
| 543 ARDEN AVENUE | GLENDALE | CA | 91203 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $625 |
| ODC SAN FRANCISCO | |||||||
| 351 SHORTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $28,300 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | 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 INDUSTRY PRODUCTIONS | |||||||
| PO BOX 291726 | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $17,500 |
| THE MANDEVILLE FOUNDATION | |||||||
| P O BOX 395 | SHERMAN | CT | 06784 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,500 |
| THE SHADOWLAND FOUNDATION | |||||||
| 18832 PINE CANYON ROAD | LAKE HUGHES | CA | 93532 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $100 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 9090 WILSHIRE BLVD 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| UCLA FUND | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $15,000 |
| UNICEF | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,275 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,200 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,929 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $164,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,330 | 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 | $5,235 | Amt |
| Net Investment Income | $2,617 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,618 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY 121518 | $1,222,897 | $1,928,382 |
| MORGAN STANLEY 014125 | $0 | $0 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,407 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB TAX PAYMENTS | $10 | $0 | $0 |
| FOREIGN TAXES PAID | $721 | $721 | $0 |
| ATTY GEN - FILING FEE | $25 | $0 | $0 |