LINDEMANN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LINDEMANN FOUNDATION INC (EIN 13-6140249)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349102002
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T12:26:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 136140249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindemann Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | blake lindsley | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $1,778,509 | 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 |
| Interest On Sav Rev And Expnss | $154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,922 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $22,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,648 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,185 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,357 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,357 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,243 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,322 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $114,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $114,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,609,972 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,606,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,663,707 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,716,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,721,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,778,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,716,132 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,721,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,716,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,721,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,716,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,721,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,716,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,894 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,721,026 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,721,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $233,450 | GrossSalesPriceAmt |
| Cost Or Other Basis | $150,226 | CostOrOtherBasisAmt |
| Gain Or Loss | $83,224 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $83,224 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,224 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $94,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,679,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056076 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,594,211 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,764 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,707,567 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059596 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,931 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,873,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049606 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,864,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055581 | DistributionYr5Rt |
| Total Distribution | 0.269109 | TotalDistributionRt |
| Average Distribution | 0.053822 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,746,327 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $862 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,853 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,322 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,724 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,724 | SubtotalAmt |
| Tax Based On Investment Income | $1,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,724 | TaxDueAmt |
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 | NY | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Barbara Lindemann | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Blake Lindsley | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $0 |
| Bradford Schlei | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 1.0 | $0 |
| 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 | $1,685,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,772,921 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,772,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,746,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,316 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,724 | TotalTaxAmt |
| Distributable Before Adj | $85,592 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,592 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,322 | 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 | $82,322 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $82,322 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $63,221 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $82,322 | QualifyingDistributionsAmt |
| Applied To Year1 | $63,221 | AppliedToYear1Amt |
| Applied To Current Year | $19,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $66,491 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENNINGTON COLLEGE CORPORATION | |||||||
| RT 67A | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $5,000 |
| BRYANS SMILE | |||||||
| 149 S BARRINGTON AVE STE 913 | LOS ANGELES | CA | 90049 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Annual Fund Drive | $4,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | PC | General & Unrestricted | $300 |
| DANCING SQUIRREL PRODUCTIONS | |||||||
| 264 S LA CIENEGA BL STE 1252 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $125 |
| DIDI HIRSCH PSYCHIATRIC SERVICE | |||||||
| 4760 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | PC | Charitable Event | $440 |
| FRIENDS OF THE EARTH | |||||||
| 1100 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $1,000 |
| LEVITT PAVILIONS | |||||||
| 1910 W SUNSET BLVD STE 600 | LOS ANGELES | CA | 90026 | N/A | PC | General & Unrestricted | $1,000 |
| LIBERTY HILL FOUNDATION | |||||||
| 6420 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90048 | N/A | PC | Charitable Event | $500 |
| OFFICE OF THE AMERICAS | |||||||
| 8124 W 3RD ST STE 202 | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $100 |
| PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA INC | |||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 91101 | N/A | PC | Hothouse/Diversity Program | $10,000 |
| PEOPLE FOR PARKS CHARITABLE FUND | |||||||
| 1330 W 12TH ST STE A | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $500 |
| STAR SPORTS THEATRE ARTS & RECREATION INC | |||||||
| 10117 JEFFERSON BLVD | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $750 |
| Teen Line | |||||||
| PO BOX 48750 | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $2,500 |
| TEN CHIMNEYS FOUNDATION INC | |||||||
| S43W31575 DEPOT RD | GENESEE DEPOT | WI | 53127 | N/A | PC | General & Unrestricted | $750 |
| THE MILKEN INSTITUTE | |||||||
| 1250 4TH ST FL 2 | SANTA MONICA | CA | 90401 | N/A | PC | General & Unrestricted | $21,000 |
| U C SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | N/A | PC | Arts Excellence/HRF Program | $1,000 |
| UNITED WAY INC | |||||||
| 1150 S OLIVE ST STE T500 | LOS ANGELES | CA | 90015 | N/A | PC | Pathways Out of Poverty Program and unrestricted funding | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,965 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,759 | 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 | $83,224 | 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 | $112,137 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,137 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY INTERMEDIATE- | $41,971 | $42,660 |
| AQR MANAGED FUTURES FUND CL I | $55,081 | $56,482 |
| AQR MOMENTUM FUND CLASS L | $222,133 | $238,541 |
| ASTON OPTIMUM MID CAP FUND CLA | $161,152 | $154,150 |
| BERWYN FUND | $60,607 | $50,085 |
| HARBOR FDS INTL FD | $61,532 | $61,225 |
| HARBOR HIGH YIELD BD FD INSTIT | $32,674 | $30,410 |
| INVESCO DEVELOPING MARKETS FD | $118,827 | $112,029 |
| INVESCO INTERNATIONAL SMALL CO | $59,343 | $53,032 |
| KEELEY FDS INC SMALL CAP VALUE | $107,344 | $118,933 |
| LEGG MASON BW ABSOLUTE RETURN | $30,761 | $30,674 |
| NUVEEN LIMITED TERM MUNI BOND | $32,914 | $33,295 |
| PHOENIX FOREIGN OPPORTUNITIES | $57,862 | $59,841 |
| RIDGEWORTH FDS SEIX FLOATING R | $29,784 | $28,927 |
| RIVERNORTH DOUBLE LINE STRATEG | $38,437 | $38,355 |
| SCHWAB FUNDAMENTAL US LG COMPA | $206,857 | $241,369 |
| TCW EMERGING MARKETS INCOME FU | $38,809 | $36,808 |
| THE TAX-EXEMPT BOND FUND OF AM | $41,382 | $43,082 |
| VANGUARD DIVIDEND APPRECIATION | $134,788 | $158,911 |
| VANGUARD SCOTTSDALE FUNDS | $38,283 | $39,262 |
| VIRTUS EMERGING MARKETS OPPTS | $35,683 | $35,636 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,967 | $11,967 | |
| Bank Charges | $88 | $88 | |
| PUBLIC DISCLOSURE AD | $140 | $140 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $22,648 | Amt |
| Net Investment Income | $22,648 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2013 | CategoryTxt |
| Amt | $2,185 | Amt |