ANONYMOOSE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ANONYMOOSE FOUNDATION (EIN 20-0234298)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201531339349102888
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T18:36:22-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 & VOGEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15303 VENTURA BLVD SUITE 1650 | 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 | 2014-01-01 | 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 | 2015-05-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,338,207 | 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 | $38,090 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,095 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,407 | 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 | $1,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $723 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $722 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,150 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,150 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,017 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,053 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,053 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,181 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $301,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $163,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $163,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,460,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,429,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,174,557 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,762,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,593,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,338,207 | 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 | $1,762,205 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,593,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,762,205 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,593,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,762,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,593,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,762,205 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,159 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,628,046 | SubtotalAmt |
| Other Decreases | $34,695 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,593,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 4125 - PUBLICLY TRADED SECURITIES | 2014-12-31 | $62,082 | $62,679 | -$597 | -$597 | ||
| MORGAN STANLEY 4125 - PUBLICLY TRADED SECURITIES | 2014-12-31 | $12,201 | $14,284 | -$2,083 | -$2,083 | ||
| 1,500.000 MOVE INC | 2014-12-15 | $31,500 | $21,893 | $9,607 | $9,607 | 2013-08-12 | |
| 2,500.000 MASIMO CORPORATION | 2014-09-25 | $51,479 | $72,881 | -$21,402 | -$21,402 | 2009-03-31 | |
| 1,065.000 MASIMO CORPORATION | 2014-09-25 | $21,930 | $26,553 | -$4,623 | -$4,623 | 2009-05-07 | |
| 0.110 VERITIV CORP | 2014-07-01 | $4 | $3 | $1 | $1 | 2012-01-18 | |
| CAPITAL GAINS DIVIDENDS | $2 | $2 | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,095 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $167,713 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $889,541 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.188539 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,197 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $146,497 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.253910 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,511 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $145,459 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $143,787 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138274 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,595 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $103,331 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.199311 | DistributionYr5Rt |
| Total Distribution | 0.811046 | TotalDistributionRt |
| Average Distribution | 0.162209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,223,090 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $360,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $361,097 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $200,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,791 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,791 | TotalPaymentsAndCreditsAmt |
| Overpayment | $807 | OverpaymentAmt |
| Applied To ES Tax | $807 | 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 | Yes (1) | 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 | $2,001,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,256,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,256,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,223,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $984 | TotalTaxAmt |
| Distributable Before Adj | $110,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $200,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $200,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $26,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $150,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $110,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,604 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $241,192 | 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 | $241,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $26,494 | ExcessFromYear2Amt |
| Excess From Year1 | $124,094 | ExcessFromYear1Amt |
| Excess From Current Year | $90,604 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CEDAR-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $19,179 | |
| COLLEGE TRACK | ||||||||
| 117 BROADWAY AVENUE | OAKLAND | CA | 94607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 | |
| DESIGN FOR SHARING - UCLA | ||||||||
| 10920 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $4,000 | |
| GRAND PERFORMANCES | ||||||||
| 350 S GRAND AVE SUITE A-4 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $15,500 | |
| UNICEF | ||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $22,000 | |
| AFIPO | ||||||||
| 122 EAST 42ND STREET 4507 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,750 | |
| ANTIOCH UNIVERSITY OF LA | ||||||||
| INSTITUTIONAL ADVANCEMENT 400 | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | CORPORATE POINTE SUITE 400 |
| CERRITOS COLLEGE FDN | ||||||||
| 11110 ALONDRA BLVD | NORWALK | CA | 90650 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 | |
| CREATIVE NONFICTION | ||||||||
| 5501 WALNUT STREET SUITE 202 | PITTSBURGH | PA | 15232 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $250 | |
| ESALEN INSTITUTE | ||||||||
| FRIENDS OF ESALEN 55000 HIGHWAY ONE | BIG SUR | CA | 93920 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 | |
| EVERYCHILD FOUNDATION | ||||||||
| P O BOX 1808 | PACIFIC PALLISADES | CA | 90272 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| FINE ARTS MUSEUM OF SF | ||||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $249 | |
| FROM THE HEARTS PRODUCTION | ||||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $625 | |
| HEALTH VOLUNTEERS OVERSEAS | ||||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,500 | |
| MEDICAL STUDENTS OF CHOICE | ||||||||
| P O BOX 70190 OAKLAND | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| THE HEART FUND | ||||||||
| 31822 VILLAGE CENTER RD 208 | WESTLAKE VILLAGE | CA | 91361 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $12,500 | |
| HEARTS WITH HOPE | ||||||||
| 10008 NATIONAL BLVD SUITE 117 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| TOWER CANCER RESEARCH FOUNDATION | ||||||||
| 9090 WILSHIRE BLVD 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 | |
| USC SHOAH FOUNDATION | ||||||||
| 650 WEST 35T STREET SUITE 114 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $22,500 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 3600 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| SAGE | ||||||||
| 305 SEVENTH AVENUE 15TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| THE INDUSTRY PRODUCTION | ||||||||
| PO BOX 291726 | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,053 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,095 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,412 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,412 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LISA FEINTECH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE SUITE K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $38,090 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES NEWELL RUBBERMAID INC (TICKER: NWL). | NoncashPropertyDesc |
| Fair Market Value | $38,090 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,445 | Amt |
| Net Investment Income | $723 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $722 | 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 | $1,332,375 | $2,069,211 |
| MORGAN STANLEY 014125 | $97,326 | $105,346 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS OF SECURITIES CONTRIBUTED | Desc |
| Amt | $34,695 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY MANAGEMENT FEES | CategoryTxt |
| Amt | $1,336 | Amt |
| Net Investment Income | $1,336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FEINTECH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE SUITE K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB TAX PAYMENTS | $10 | $0 | $0 |
| FOREIGN TAXES PAID | $1,017 | $1,017 | $0 |
| IRS TAX PAYMENTS | $1,500 | $0 | $0 |
| ATTY GEN - FILING FEE | $150 | $0 | $0 |