LITOW FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LITOW FAMILY FOUNDATION (EIN 46-1532010)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-03-09
- IRS object ID
- 201530689349100008
- Schema version
- 2013v4.0
- 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
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-09T15:37:06-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kantor Accountancy Corporation | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 Ventura Blvd Suite 628 | AddressLine1 |
| City | Encino | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461532010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITOW FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CO DE REGISTERED AGENTS & INCORPORATORS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITO | BusinessNameControlTxt |
| Phone | 8186673452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 KRIS COURT | AddressLine1 |
| City | NEWARK | City |
| State | DE | State |
| ZIP Code | 19702 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY J LITOW | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2015-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURENCE KANTOR CPA | PreparerPersonNm |
| PTIN | P00479877 | PTIN |
| Phone | 8188493690 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | 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 | $5,012,898 | 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 | $1,193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,193 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,193 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,480,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,457 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $20,457 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $69,284 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69,284 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $69,284 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $90,934 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,934 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,934 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $21,304 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $204,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $204,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $204,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,934 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,378,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,182 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,182 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $605,520 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,833,582 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,990,716 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $4,983,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,855,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,012,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,983,937 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,855,764 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,983,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,855,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,983,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,855,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,983,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,895 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,722 | OtherIncreasesAmt |
| Subtotal | $4,855,764 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,855,764 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY ACCOUNT# 237-151343-840 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-02-01 | SoldDt |
| Gross Sales Price | $1,480,726 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,460,269 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,457 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,457 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,457 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20,457 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,819 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,819 | SubtotalAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,819 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANTOR ACCOUNTANCY CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8188493690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BOULEVARD SUITE 628 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 914365008 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY J LITOW | ||||||
| 25650 MULHOLLAND HIGHWAY | CALABASAS | CA | 913022981 | Director | 0.00 | $0 |
| LORI BOULTER LITOW | ||||||
| 25650 MULHOLLAND HIGHWAY | CALABASAS | CA | 913022981 | Director | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,710,794 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,221,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,932,726 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,932,726 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,858,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,819 | TotalTaxAmt |
| Distributable Before Adj | $241,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $241,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $241,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $204,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $204,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $204,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,118 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $101,150 | UndistributedIncomePYAmt |
| Qualifying Distributions | $204,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $101,150 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,250 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $137,868 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY J LITOW | ContributingManagerNm |
| Contributing Manager | LORI BOULTER LITOW | ContributingManagerNm |
| Shareholder Manager | JEFFREY J LITOW | ShareholderManagerNm |
| Shareholder Manager | LORI BOULTER LITOW | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY J LITOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25650 MULHOLLAND HIGHWAY | AddressLine1 |
| City | CALABASAS | City |
| State | CA | State |
| ZIP Code | 913022981 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8186673452 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH WORLD WATCH | |||||||
| 5551 Balboa Blvd | Encino | CA | 91316 | N/A | PC | GENOCIDE PREVENTION | $5,000 |
| OPERATION GRATITUDE | |||||||
| 17330 Victory Boulevard | Van Nuys | CA | 91406 | N/A | PC | MILITARY CARE PACKAGES | $2,400 |
| HOME BOY INDUSTRIES | |||||||
| 130 Bruno Street | Los Angeles | CA | 90012 | N/A | PC | JOB TRAINING FOR AT RISK YOUTH | $45,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | N/A | PC | MEDICAL SERVICES | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 16525 Sherman Way | Van Nuys | CA | 91406 | N/A | PC | YOUTH COUNSELING | $5,000 |
| USC SCHOOL OF MEDICINE | |||||||
| 1975 Zonal Avenue | Los Angeles | CA | 90033 | N/A | PC | MEDICAL EDUCATION | $20,000 |
| UCLA FOUNDATION | |||||||
| 10920 Wilshire Boulevard | Los Angeles | CA | 90024 | N/A | EOF | EDUCATIONAL SUPPORT | $50,200 |
| OPERATION USA - TYPHOON RELIEF | |||||||
| 7421 Beverly Boulevard | Los Angeles | CA | 90036 | N/A | PC | DISASTER RELIEF | $2,500 |
| MALIBU LOST HILLS SHERIFF'S FOUNDAT | |||||||
| 27050 Agoura Road | Agoura Hills | CA | 91301 | N/A | POF | POLICING SUPPORT | $250 |
| ST JUDES HOSPITAL | |||||||
| 12365 Lewis Street | Garden Grove | CA | 92840 | N/A | PC | MEDICAL SERVICES | $5,000 |
| LOS ANGELES FOOD BANK | |||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | N/A | PC | FOOD FOR THE POOR | $2,000 |
| VIEWPOINT SCHOOL | |||||||
| 23620 Mulholland Highway | Calabasas | CA | 91302 | N/A | PC | COLLEGE PREPARATORY SCHOOL | $1,000 |
| UNITED SERVICES ORGANIZATION | |||||||
| 203 World Way West Suite 200 | Los Angeles | CA | 90045 | N/A | EOF | MILITARY SUPPORT | $500 |
| MIDNIGHT MISSION | |||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | N/A | PC | RESCUE MISSION | $1,000 |
| UNITED WAY | |||||||
| 5121 Van Nuys Boulevard | Sherman Oaks | CA | 91403 | N/A | PC | SUPPORT OF CHARITIES | $1,000 |
| UNITED NATIONS CHILDRENS FUND | |||||||
| 10351 Santa Monica Boulevard 402 | Los Angeles | CA | 90025 | N/A | EOF | CHILDREN'S SUPPORT | $1,000 |
| SAN FERNANDO MISSION | |||||||
| 15151 San Fernando Mission Blvd | Mission Hills | CA | 91345 | N/A | PC | CHRISTIAN MISSION | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 21031 Ventura Boulevard 610 | Woodland Hills | CA | 91364 | N/A | PC | BUILDING HOMES FOR THOSE IN NEED | $2,500 |
| LOS ANGELES MISSION | |||||||
| 303 East 5th Street | Los Angeles | CA | 90013 | N/A | PC | MEALS FOR THE INDIGENT | $1,000 |
| SALVATION ARMY | |||||||
| 6300 Sepulveda Blvd | Van Nuys | CA | 91411 | N/A | EOF | RELIEF OF POVERTY | $1,000 |
| POLAR BEAR INTERNATIONAL | |||||||
| PO Box 3008 | Bozeman | MT | 59772 | N/A | PC | POLAR BEAR CONSERVATION | $250 |
| HOLOCAUST MUSEUM | |||||||
| 100 South The Grove Drive | Los Angeles | CA | 90036 | N/A | POF | HOLOCAUST REMEMBRANCE | $500 |
| INT'L FELLOWSHIP OF CHRISTIANS JEWS | |||||||
| PO Box 96105 | Washington | DC | 20090 | N/A | PC | BUILDING BRIDGES TO UNDERSTANDING | $500 |
| GOODWILL INDUSTRIES | |||||||
| 14550 Victory Blvd | Van Nuys | CA | 91411 | N/A | EOF | JOB SKILLS TRAINING | $1,000 |
| MOUNTAINS RESTORATION TRUST | |||||||
| 3815 Old Topanga Canyon Road | Calabasas | CA | 91302 | N/A | PC | HABITAT PROTECTION IN THE SANTA MONICA MOUNTAINS | $250 |
| UNION RESCUE MISSION | |||||||
| 545 S San Pedro Street | Los Angeles | CA | 90013 | N/A | PC | HEALING FOR THE HOMELESS | $1,000 |
| SPCA | |||||||
| 111 West Linden Avenue | Burbank | CA | 91502 | N/A | EOF | ANIMAL CRUELTY PREVENTION | $1,200 |
| NATIONAL INSTITUTE OF TRANSPLANTATI | |||||||
| 2222 Ocean View Avenue | Los Angeles | CA | 90057 | N/A | EOF | ADVANCEMENT OF TRANSPLANT SCIENCE | $4,000 |
| CONSERVATION COUNCIL MAUI | |||||||
| 244 Papa Place Suite 101 | Kahului | HI | 96732 | N/A | POF | ENVIRONMENTAL SOLUTION DEVELOPMENT | $250 |
| WOUNDED WARRIORS | |||||||
| 8880 Rio San Diego Drive Suite 900 | San Diego | CA | 92108 | N/A | PC | SERVICES FOR WOUNDED VETERANS | $100 |
| CALIFORNIA HOSPITAL FOUNDATION | |||||||
| 1401 South Grand Avenue | Los Angeles | CA | 90015 | N/A | EOF | FINANCIAL SUPPORT OF CAPITAL PROJECTS FOR THE POOR | $5,000 |
| GLENDALE COMMUNITY COLLEGE | |||||||
| 1500 North Verdugo Road | Glendale | CA | 91208 | N/A | POF | COMMUNITY COLLEGE | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 1600 Forbes Way | Long Beach | CA | 90810 | N/A | PC | PHYSICAL FITNESS FOR THE MENTALLY DISABLED | $500 |
| HEIFER INTERNATIONAL | |||||||
| 1 World Avenue | Little Rock | AR | 72202 | N/A | PC | POVERTY RELEIF THRU EDUCATION & TOOLS | $5,000 |
| SOVA JEWISH FAMILY SERVICES | |||||||
| 13949 Ventura Boulevard Suite 308 | Sherman Oaks | CA | 91423 | N/A | POF | FOOD DISTRIBUTION TO THE POOR | $10,000 |
| MATTHEW SILVERMAN FOUNDATION | |||||||
| 324 S Beverly Drive 411 | Beverly Hills | CA | 90212 | N/A | POF | COMBATING TEEN SUICIDE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $204,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,193 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,284 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,457 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90,934 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,934 | 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $69,284 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $69,284 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,284 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous adjustment due to fiscal year reporting | Description |
| Amount | $6,722 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2013 MORGAN STANLEY INCEPTION FEE | $6,284 | $0 | $0 | $0 |
| 2014 ADVISORY FEES | $15,020 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| DELAWARE FILING FEE | $50 |
| DELAWARE FRANCHISE TAX | $75 |