GALEN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GALEN FAMILY FOUNDATION (EIN 20-1306111)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-17
- IRS object ID
- 201512299349101086
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-17T17:27:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201306111 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GALE | BusinessNameControlTxt |
| Phone | 3104763744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10253 CENTURY WOODS DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES MOSTOV | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104763744 | PhoneNum |
| Signature | 2015-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,084,766 | 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 | $62,541 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62,541 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $534,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,517,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $534,869 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,081 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $677,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $677,194 | 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 |
| Legal Fees Rev And Expnss | $1,531 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,531 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,185 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,185 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $75,033 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,480 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,480 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $622,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $622,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $748,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $636,810 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,118 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,005 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,855 | AcctRcvblAmt |
| Acct Rcvbl BOY | $147 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,855 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,855 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,808,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,686,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,015,906 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,827,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,755,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,084,766 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $28 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28 | 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 | $5,827,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,755,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,827,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,755,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,827,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,755,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,827,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,755,594 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,755,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS #32409-4 - INFORMATION AVAILABLE UPON REQUEST | P | $82,595 | $83,055 | -$460 | -$460 |
| GOLDMAN SACHS #32409-4 - INFORMATION AVAILABLE UPON REQUEST | P | $116,961 | $101,427 | $15,534 | $15,534 |
| GOLDMAN SACHS #32409-4 - INFORMATION AVAILABLE UPON REQUEST | P | $80,550 | $50,347 | $30,203 | $30,203 |
| GOLDMAN SACHS #32412-8 - INFORMATION AVAILABLE UPON REQUEST | P | $606,521 | $594,085 | $12,436 | $12,436 |
| GOLDMAN SACHS #32413-6 - INFORMATION AVAILABLE UPON REQUEST | P | $65,120 | $60,941 | $4,179 | $4,179 |
| GOLDMAN SACHS #32413-6 - INFORMATION AVAILABLE UPON REQUEST | P | $335,845 | $239,540 | $96,305 | $96,305 |
| GOLDMAN SACHS #32413-6 - INFORMATION AVAILABLE UPON REQUEST | P | $265,914 | $114,847 | $151,067 | $151,067 |
| GOLDMAN SACHS #32416-9 - INFORMATION AVAILABLE UPON REQUEST | P | $79,920 | $74,120 | $5,800 | $5,800 |
| GOLDMAN SACHS #32416-9 - INFORMATION AVAILABLE UPON REQUEST | P | $93,013 | $74,413 | $18,600 | $18,600 |
| GOLDMAN SACHS #92840-7 - INFORMATION AVAILABLE UPON REQUEST | P | $92,504 | $83,468 | $9,036 | $9,036 |
| GOLDMAN SACHS #92840-7 - INFORMATION AVAILABLE UPON REQUEST | P | $544,132 | $392,226 | $151,906 | $151,906 |
| GOLDMAN SACHS #92840-7 - INFORMATION AVAILABLE UPON REQUEST | P | $35,057 | $24,740 | $10,317 | $10,317 |
| GOLDMAN SACHS #92962-9 - INFORMATION AVAILABLE UPON REQUEST | P | $17,185 | $17,348 | -$163 | -$163 |
| GOLDMAN SACHS #92962-9 - INFORMATION AVAILABLE UPON REQUEST | P | $90,311 | $67,165 | $23,146 | $23,146 |
| GOLDMAN SACHS #92962-9 - INFORMATION AVAILABLE UPON REQUEST | P | $8,536 | $4,621 | $3,915 | $3,915 |
| CAPITAL GAINS DIVIDENDS | P | $3,048 | $3,048 | $3,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $534,869 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $950,576 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,666,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.142587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $670,812 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,036,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095330 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $758,318 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,259,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104452 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $973,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,419,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.131244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,345,887 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.012517 | DistributionYr5Rt |
| Total Distribution | 0.486130 | TotalDistributionRt |
| Average Distribution | 0.097226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,256,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $608,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $614,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $636,810 | 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 | $6,309 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,309 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,120 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,811 | OverpaymentAmt |
| Applied To ES Tax | $9,811 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CHARLES MOSTOV | IndividualWithBooksNm |
| Phone | 3104763744 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2186 MANDEVILLE CANYON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HELENE V GALEN | ||||||||
| 10253 CENTURY WOODS DRIVE | LOS ANGELES | CA | 90067 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHARLES MOSTOV | ||||||||
| 2186 MANDEVILLE CANYON ROAD | LOS ANGELES | CA | 90049 | TREASURER | 10.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,248,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,352,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,352,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,256,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,309 | TotalTaxAmt |
| Distributable Before Adj | $306,528 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $306,528 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $306,528 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $636,810 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $636,810 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,309 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $630,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $306,528 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $608,308 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $403,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $325,650 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $626,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,963,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $636,810 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,528 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $330,282 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,293,960 | 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 | $2,293,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $608,308 | ExcessFromYear4Amt |
| Excess From Year3 | $403,358 | ExcessFromYear3Amt |
| Excess From Year2 | $325,650 | ExcessFromYear2Amt |
| Excess From Year1 | $626,362 | ExcessFromYear1Amt |
| Excess From Current Year | $330,282 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELENE V GALEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACT FOR MS | |||||||
| 73 710 FRED WARING DR SUITE 118 | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| AIDS ASSISTANCE PROGRAM | |||||||
| 1276 N PALM CANYON DR | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $6,500 |
| AMERICAN FOUNDATION FOR ART EDUCATION | |||||||
| 101 FIRST STREET 555 | LOS ALTOS | CA | 94022 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| ANGEL VIEW CRIPPLED CHILDRENS FOUNDATION INC | |||||||
| 12379 MIRACLE HILL RD | DESERT HOT SPRINGS | CA | 92240 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $4,550 |
| BARBARA SINATRA CHILDREN'S CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,550 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| BETTY FORD CENTER FOUNDATION | |||||||
| 41-990 COOK STREET SUITE C-301 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $22,850 |
| BET TZEDEK | |||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ALTOS | CA | 90010 | NONE | PUBLIC CHARITY | GEBERAL OPERATIONS | $10,000 |
| COACHELLA VALLEY SYMPHONY | |||||||
| 31001 RATTLER RD | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| COLLEGE OF THE DESERT FOUNDATION | |||||||
| 43-500 MONTEREY AVENUE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $11,000 |
| DESERT COMMUNITY FOUNDATION | |||||||
| 75-105 MERLE DRIVE SUITE 300 | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| DESERT TOWN HALL | |||||||
| 45-200 CLUB DRIVE SUITE C | INDIAN WELLS | CA | 92210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,610 |
| EISENHOWER MEDICAL CENTER FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $94,000 |
| DOGS FOR OUR BRAVE | |||||||
| 60 HILLCREST DR | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $6,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| 29 EAST MADISON STREET | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| COYOTE STAGEWORKS | |||||||
| PO BOX 5401 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| HIDDUSH | |||||||
| 182 EAST 95TH ST SUITE 24G | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD SUITE 980 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | |||||||
| 968 EASTON ROAD | WARRINGTON | PA | 18976 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| JEFFREY GOTTFURCHT CHILDREN'S ARTHRITIS FOUNDATION | |||||||
| 9440 SANTA MONICA BLVD 8TH FLOOR | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| JEWISH FAMILY SERVICES OF THE DESERT | |||||||
| 801 ETAHQUITZ CANYON WAY SUITE 202 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $12,500 |
| ISRAEL CANCER RESEARCH | |||||||
| 159 S BEVERLY DR 207 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| LUCI CURCI CANCER CENTER | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 |
| MCCALLUM THEATRE | |||||||
| 73000 FRED WARING DRIVE | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $25,690 |
| MIZELL SENIOR CENTER | |||||||
| 480 SOUTH SUNRISE WAY | PALM SPRINGS | CA | 922627641 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| OLD TOWN ARKISON STUDIO | |||||||
| 51105 AVENIDA VILLA SUITE 101 | LA QUINTA | CA | 92253 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PALM SPRINGS ANIMAL SHELTER | |||||||
| 4575 E MESQUITE AVE | PALM SPRINGS | CA | 92264 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| PALM SPRINGS ART MUSEUM | |||||||
| 101 NORTH MUSEUM DRIVE | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $138,760 |
| PALM SPRINGS CHARITIES FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $8,070 |
| PALM SPRINGS OPERA GUILD | |||||||
| PO BOX 1378 | PALM SPRINGS | CA | 92263 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $3,500 |
| PSWIFT | |||||||
| 78-140 CALLE TAMPICO | LA QUINTA | CA | 92253 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $700 |
| RANCHO MIRAGE PUBLIC LIBRARY | |||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,600 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 THIRD STREET | SAN FRANCISCO | CA | 94103 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| STOP CANCER | |||||||
| 2566 OVERLAND AVE STE 790 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,900 |
| STRIKE RECOVERY CENTER | |||||||
| 2800 EAST ALEJO ROAD | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $9,550 |
| THE PINNACLE FUND-THE FOUNDATION FOR PALM SPRINGS UNIFIED SCHOOL DISTRICT | |||||||
| 980 E TAHQUITZ CANYON WAY SUITE 202 | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $15,000 |
| THE STEINWAY SOCIETY | |||||||
| PO BOX 3015 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $8,500 |
| TOOLS FOR TOMORROW | |||||||
| 42-800 BOB HOPE DRIVE SUITE 209-N | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| USC | |||||||
| UNIVERSITY PARK CAMPUS | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $38,000 |
| VIRGINIA WARING INTERNATIONAL PIANO COMPETITION | |||||||
| 73-710 FRED WARING DR 201 | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $8,750 |
| WOMEN LEADERS FORUM OF THE COACHELLA VALLEY | |||||||
| 714-923 HWY 111 PMB 129 | INDIANA WELLS | CA | 92210 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| THE ACTORS FUND | |||||||
| 5757 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| WOMENS GUILD CEDARS SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $2,250 |
| HORATIO ALGER ASSOCIATION | |||||||
| 72-650 FRED WARING DR | PALM DESERT | CA | 92260 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $20,000 |
| DESERT AIDS CELEBRITY DOODLES | |||||||
| 1695 N SUNRISE WAY | PALM SPRINGS | CA | 92262 | NONE | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $622,330 | 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 | $62,541 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,703 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,081 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $534,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $677,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $677,194 | 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 | CategoryTxt |
| Amt | $11,460 | Amt |
| Net Investment Income | $11,460 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS AND BONDS | StockNm |
| EOY Book Value | $5,686,734 | EOYBookValueAmt |
| EOYFMV | $6,015,906 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,531 | LegalFeesAmt |
| Net Investment Income | $1,531 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $2,081 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,081 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX PAYABLE | Desc |
| BOY Book Value | $28 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $30,185 | Amt |
| Net Investment Income | $30,185 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $3,026 | $3,026 | $0 |
| TAXES AND LICENSES | $75 | $75 | $0 |
| STATE TAXES | $10 | $10 | $0 |
| FEDERAL TAXES | $5,000 | $0 | $0 |