FISHING POLE AND LOVE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FISHING POLE AND LOVE FOUNDATION (EIN 95-4692209)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-10-09
- IRS object ID
- 202522829349101607
- Schema version
- 2023v6.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T20:15:21-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
| Disaster Relief | FEMA-4856-DR | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 SOUTH GRAND AVENUE STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954692209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHUMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 4242480292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9531 S SANTA MONICA BLVD STE 1012 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SCHUMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4242480292 | PhoneNum |
| Signature | 2025-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY M WYLIE | PreparerPersonNm |
| PTIN | P00241767 | PTIN |
| Phone | 2135932300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,783,204 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $51,260,638 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $221,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $482,608 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,311,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $482,608 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,108,341 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $592,614 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $53,072,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,296,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61,690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,845 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,845 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,196 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,098 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,098 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $234,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $86,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $177,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,766 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $499,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,001,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,001,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,500,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,131,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,572,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,097,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,382 | CashBOYAmt |
| Cash EOY | $1,608,329 | CashEOYAmt |
| Cash EOYFMV | $1,608,329 | CashEOYFMVAmt |
| Acct Rcvbl | $6,824 | AcctRcvblAmt |
| Acct Rcvbl EOY | $6,824 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,824 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,503,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,905,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,905,991 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,697,902 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,697,902 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,064,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,064,158 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,500,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $5,500,000 | LandEOYAmt |
| Land EOYFMV | $5,500,000 | LandEOYFMVAmt |
| Total Assets BOY | $1,505,435 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,783,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,783,204 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $60 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $169,100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,160 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,505,435 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,614,044 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,505,435 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,614,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,505,435 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,783,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,505,435 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,572,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,077,842 | SubtotalAmt |
| Other Decreases | $7,463,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,614,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $34,111,364 | $33,624,453 | $486,911 | $486,911 | |||
| SALE OF APN #178-350-79: VACANT LAND ON MOUNTAIN VIEW ROAD, ARVIN, CA 93203 | $1,200,000 | $1,204,303 | -$4,303 | -$4,303 | D | 2023-12-29 | 2024-05-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $482,608 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $482,608 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $524 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,524 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $872 | EsPenaltyAmt |
| Overpayment | $2,403 | OverpaymentAmt |
| Applied To ES Tax | $2,403 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA S SCHUMAN PRESIDENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4242480292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9531 S SANTA MONICA BLVD STE 1012 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| LAURA S SCHUMAN | ||||||||
| 9531 S SANTA MONICA BLVD STE 1012 | BEVERLY HILLS | CA | 90210 | DIRECTOR & PRESIDENT | 50.00 | $0 | $0 | $0 |
| MICHELE MULROONEY | ||||||||
| 9531 S SANTA MONICA BLVD STE 1012 | BEVERLY HILLS | CA | 90210 | DIRECTOR & SECRETARY/CFO | 1.00 | $0 | $0 | $0 |
| JENNIFER S BERGER | ||||||||
| 9531 S SANTA MONICA BLVD STE 1012 | BEVERLY HILLS | CA | 90210 | DIRECTOR & VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN CHASE | |||||
| PO BOX 182051 | COLUMBUS | OH | 43218 | INVESTMENT SERVICES | $147,656 |
| ACORA PARTNERS LLC | |||||
| 6 CHESTERFIELD RD | SCARSDALE | NY | 10583 | CONSULTING SERVICES | $72,750 |
| WILKIE FARR GALLAGHER | |||||
| 787 7TH AVE | NEW YORK | NY | 10019 | LEGAL SERVICES | $61,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,186,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $840,111 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,699,993 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,726,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,726,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $295,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,430,537 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $971,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $971,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,249 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $97,283 | IncomeTaxAmt |
| Total Tax | $112,532 | TotalTaxAmt |
| Distributable Before Adj | $858,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $858,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $858,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,131,680 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,131,680 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,297 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,911 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $556,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $639,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,131,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $858,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,272,685 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,912,198 | 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 | $28,297 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,883,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,415 | ExcessFromYear4Amt |
| Excess From Year3 | $806 | ExcessFromYear3Amt |
| Excess From Year2 | $41,911 | ExcessFromYear2Amt |
| Excess From Year1 | $556,084 | ExcessFromYear1Amt |
| Excess From Current Year | $2,272,685 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | GERIATRICS MEDICINE INNOVATION FUND | $109,079 | |||||
| COMMUNITY KARATE FOUNDATION | ||||||||||||
| 1218 5TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | ANNUAL FUND OR BUTCH SCHUMAN MEMORIAL FUND | $50,994 | |||||
| LEO BAECK TEMPLE | ||||||||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | ANNUAL GIVING CAMPAIGN | $50,994 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | GERIATRICS MEDICINE INNOVATION FUND | $123,816 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | FRIENDS OF THE SEMEL INSTITUTE - GEN Z WELLNESS SUMMIT | $25,944 | |||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | ANNUAL FUND | $25,443 | |||||
| SAGAFTRA | ||||||||||||
| 5757 WILSHIRE BLVD SUITE PH1 | LOS ANGELES | CA | 90036 | NONE | PC | EMERGENCY ASSISTANCE FUND | $10,213 | |||||
| GULLIVER PREPARATORY SCHOOL INC | ||||||||||||
| 9350 S DIXIE HWY FL 11 | MIAMI | FL | 33156 | NONE | PC | ATHLETICS | $10,213 | |||||
| TREE PEOPLE | ||||||||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NONE | PC | ANNUAL FUND | $51,065 | |||||
| SAVE THE REDWOODS LEAGUE | ||||||||||||
| 111 SUTTER STREET 11TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | PC | ANNUAL FUND | $25,443 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | LAW SCHOOL BUILDING FUND | $35,835 | TROUSDALE PARKWAY STE 160 | ||||
| BNAI BRITH YOUTH ORGANIZATION | ||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | ANNUAL FUND | $5,196 | |||||
| PAWS4YOU RESCUE | ||||||||||||
| 8717 SW 134 STREET | MIAMI | FL | 33176 | NONE | PC | ANNUAL FUND | $25,750 | |||||
| CEDARS SINAI MEDICAL CENTER | ||||||||||||
| 6500 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90048 | NONE | PC | DR. BARRY ROSENBLOOM ONCOLOGY FUND | $25,750 | |||||
| ENTERTAINMENT COMMUNITY FUND | ||||||||||||
| 729 SEVENTH AVE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | EMERGENCY ASSISTANCE FUND | $10,122 | |||||
| MAUI HUMANE SOCIETY | ||||||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | NONE | PC | FIRE RELIEF | $10,000 | |||||
| HAWAI'I COMMUNITY FOUNDATION | ||||||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PC | FIRE RELIEF | $10,000 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | GERIATRICS MEDICINE INNOVATION FUND | $7,142 | |||||
| VIEWPOINT EDUCATIONAL FOUNDATION | ||||||||||||
| 23620 MULHOLLAND HWY | CALABASSAS | CA | 91302 | NONE | PC | ANNUAL FUND | $24,998 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | SHOAH FOUNDATION | $5,000 | TROUSDALE PARKWAY STE 160 | ||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | PC | WOLF CONSERVATION | $5,000 | |||||
| REDLAND ROCKPIT ABANDONED DOGS PROJECT | ||||||||||||
| 8958 WEST STATE ROAD 84 285 | DAVIE | FL | 33324 | NONE | PC | ANNUAL FUND | $5,000 | |||||
| REDLAND ROCKPIT ABANDONED DOGS PROJECT | ||||||||||||
| 8958 WEST STATE ROAD 84 285 | DAVIE | FL | 33324 | NONE | PC | ANNUAL FUND | $10,554 | |||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | LEGAL FUND | $10,159 | |||||
| UCLA FOUNDATION MOBILE STROKE UNIT | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | ANNUAL FUND | $10,000 | |||||
| FRIENDS OF ISRAELI DEFENSE FORCES | ||||||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | PC | EMERGENCY ASSISTANCE FUND | $20,000 | |||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | EMERGENCY ASSISTANCE FUND | $20,566 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | HILLEL / SHOAH FOUNDATION | $20,566 | TROUSDALE PARKWAY STE 160 | ||||
| HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA | ||||||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | EMERGENCY ASSISTANCE FUND | $10,372 | |||||
| JEWISH COMMUNITY CENTER | ||||||||||||
| 2108 VAIL AVE | REDONDO BEACH | CA | 90278 | NONE | PC | EMERGENCY ASSISTANCE FUND | $10,299 | |||||
| PETA | ||||||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PC | GLOBAL COMPASSION FUND | $7,500 | |||||
| LET ANIMALS LIVE | ||||||||||||
| 969 EAST SANTA CLARA STREET | VENTURA | CA | 93001 | NONE | PC | EMERGENCY ASSISTANCE FUND | $2,499 | |||||
| JERUSALEM SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||||||
| NONE | PC | EMERGENCY ASSISTANCE FUND | $2,499 | 1 PRI AMAL INDUSTRIAL DIST ATAROT | JERUSALEM | IS | 9104001 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | SCA | $51,106 | TROUSDALE PARKWAY STE 160 | ||||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | ISRAEL CRISIS FUND | $100,976 | |||||
| REDLAND ROCKPIT ABANDONED DOGS PROJECT | ||||||||||||
| 8958 WEST STATE ROAD 84 285 | DAVIE | FL | 33324 | NONE | PC | ANNUAL FUND | $5,125 | |||||
| PAWS4YOU RESCUE | ||||||||||||
| 8717 SW 134 STREET | MIAMI | FL | 33176 | NONE | PC | ANNUAL FUND | $5,125 | |||||
| GULLIVER PREPARATORY SCHOOL INC | ||||||||||||
| 9350 S DIXIE HWY FL 11 | MIAMI | FL | 33156 | NONE | PC | ANNUAL FUND | $5,125 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | SHOAH FOUNDATION | $36,526 | TROUSDALE PARKWAY STE 160 | ||||
| LEO BAECK TEMPLE | ||||||||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | ANNUAL FUND | $36,526 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | PC | ANNUAL FUND: WOLF CONSERVATION | $8,180 | |||||
| DEFENDERS OF WILDLIFE | ||||||||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | ANNUAL FUND: WOLF CONSERVATION | $8,180 | |||||
| VIEWPOINT EDUCATIONAL FOUNDATION | ||||||||||||
| 23620 MULHOLLAND HWY | CALABASSAS | CA | 91302 | NONE | PC | WELLNESS PROGRAM | $18,263 | |||||
| B'NAI BRITH YOUTH ORGANIZATION | ||||||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | ANNUAL FUND | $8,180 | |||||
| TREE PEOPLE | ||||||||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NONE | PC | ANNUAL FUND: BENCH DEDICATION | $50,414 | |||||
| HOPE IN A SUITCASE | ||||||||||||
| 311 N ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | NONE | PC | ANNUAL FUND | $1,925 | |||||
| THE HOME TEAM | ||||||||||||
| 5965 SW 49TH ST | MIAMI | FL | 33155 | NONE | PC | ANNUAL FUND | $5,196 | |||||
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | NONE | PC | ANNUAL FUND | $15,124 | |||||
| JEWISH COMMUNITY FOUNDATION OF SD | ||||||||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PC | ANNUAL FUND | $5,107 | |||||
| MIAMI WATERKEEPER | ||||||||||||
| PO BOX 141596 | CORAL GABLES | FL | 33114 | NONE | PC | ANNUAL FUND | $5,107 | |||||
| PAWS4YOU RESCUE | ||||||||||||
| 8717 SW 134 STREET | MIAMI | FL | 33176 | NONE | PC | ANNUAL FUND | $10,214 | |||||
| VISTA DEL MAR | ||||||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | ANNUAL FUND | $20,231 | |||||
| CORAL GARDENERS AKA BARREL BAG | ||||||||||||
| 906 VERNAL AVE | MILL VALLEY | CA | 94941 | NONE | PC | ANNUAL FUND | $10,412 | |||||
| JUST IN TIME FOR FOSTER YOUTH | ||||||||||||
| PO BOX 601627 | SAN DIEGO | CA | 92160 | NONE | PC | ANNUAL FUND | $5,150 | |||||
| CASA DE AMPARO | ||||||||||||
| 325 BUENA CREEK ROAD | SAN MARCOS | CA | 92069 | NONE | PC | ANNUAL FUND | $5,150 | |||||
| AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION | ||||||||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | NONE | PC | ANNUAL FUND | $10,000 | |||||
| AMERICAN FRIENDS OF THE OCEAN CLEANUP FOUNDATION | ||||||||||||
| 228 EAST 45TH STREET SUITE 9E | NEW YORK | NY | 10017 | NONE | PC | ANNUAL FUND | $10,000 | |||||
| ROCKY MOUNTAIN WOLF PROJECT | ||||||||||||
| 1309 E 3RD AVE UNIT 5 | DURANGO | CO | 81301 | NONE | PC | ANNUAL FUND | $5,000 | |||||
| AMEN VIA AMERICA GIVES | ||||||||||||
| 228 PARK AVE S 71410 | NEW YORK | NY | 10003 | NONE | PC | ANNUAL FUND | $5,500 | |||||
| BEST FRIENDS ANIMAL SOCIETY | ||||||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | ANNUAL FUND | $10,192 | |||||
| LOS ANGELES POLICE FOUNDATION | ||||||||||||
| 633 W 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | PC | ANNUAL FUND | $24,998 | |||||
| TREE PEOPLE | ||||||||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NONE | PC | ANNUAL FUND: BENCH DEDICATION | $100,357 | |||||
| PETA | ||||||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PC | ANNUAL FUND | $5,200 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | KECK MEDICAL CNTR: PATIENT SERVICES | $10,077 | TROUSDALE PARKWAY STE 160 | ||||
| LUMINA ALLIANCE | ||||||||||||
| 51 ZACA LANE SUITE 150 | SAN LUIS OBISPO | CA | 93401 | NONE | PC | ANNUAL FUND | $10,300 | |||||
| WILDERNESS WATCH | ||||||||||||
| PO BOX 9175 | MISSOULA | MT | 59807 | NONE | PC | ANNUAL FUND | $1,030 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | INNOVATION FUND | $1,062,974 | |||||
| VIEWPOINT EDUCATIONAL FOUNDATION | ||||||||||||
| 23620 MULHOLLAND HWY | CALABASSAS | CA | 91302 | NONE | PC | WELLNESS PROGRAM | $100,846 | |||||
| GULLIVER PREPARATORY SCHOOL INC | ||||||||||||
| 9350 S DIXIE HWY FL 11 | MIAMI | FL | 33156 | NONE | PC | ATHLETICS | $100,846 | |||||
| UCLA FOUNDATION | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | INNOVATION FUND | $2,055 | |||||
| LEO BAECK TEMPLE | ||||||||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | ANNUAL FUND | $19,330 | |||||
| JEWISH FAMILY SERVICE OF LOS ANGELES | ||||||||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | NONE | PC | NIGHT OF UNITY ANNUAL FUND | $25,000 | |||||
| VIEWPOINT EDUCATIONAL FOUNDATION | ||||||||||||
| 23620 MULHOLLAND HWY | CALABASSAS | CA | 91302 | NONE | PC | ANNUAL FUND | $25,000 | |||||
| WAGS & WALKS | ||||||||||||
| 2236 FEDERAL AVENUE | LOS ANGELES | CA | 90064 | NONE | PC | ANNUAL FUND | $50,000 | |||||
| UCLA FOUNDATION MOBILE STROKE UNIT | ||||||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | ANNUAL FUND | $25,000 | |||||
| LEO BAECK TEMPLE | ||||||||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | ANNUAL FUND | $1,091 | |||||
| LEO BAECK TEMPLE | ||||||||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | ANNUAL FUND | $1,031 | |||||
| OUR HOUSE GRIEF SUPPORT CENTER | ||||||||||||
| 3415 S SEPULVEDA BLVD SUITE 120 | LOS ANGELES | CA | 90034 | NONE | PC | ANNUAL FUND | $1,050 | |||||
| BLUE MISSIONS GROUP | ||||||||||||
| 7350 SW 48TH STREET | MIAMI | FL | 33155 | NONE | PC | ANNUAL FUND | $702 | |||||
| CENTER FOR A HUMANE ECONOMY | ||||||||||||
| PO BOX 30845 | BETHESDA | MD | 20824 | NONE | PC | ANNUAL FUND | $25,000 | |||||
| NATIONAL INVENTORS HALL OF FAME | ||||||||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NONE | PC | ANNUAL FUND | $10,256 | |||||
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | ANNUAL FUND | $10,000 | |||||
| DEFENDERS OF WILDLIFE | ||||||||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | ANNUAL FUND | $5,025 | |||||
| CHIRLA | ||||||||||||
| 2533 W 3RD STREET SUITE 101 | LOS ANGELES | CA | 90057 | NONE | PC | ANNUAL FUND | $10,375 | |||||
| FRIENDS OF ISRAELI DEFENSE FORCES | ||||||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | PC | ANNUAL FUND | $100,000 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| UNIVERSITY PARK CAMPUS 3551 | LOS ANGELES | CA | 90089 | NONE | PC | HILLEL | $25,000 | TROUSDALE PARKWAY STE 160 | ||||
| NORTH SHORE ANIMAL LEAGUE AMERICA | ||||||||||||
| 16 LEWYT STREET | PORT WASHINGTON | NY | 11050 | NONE | PC | ANNUAL FUND | $12,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,001,088 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,318 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 110000 | BusinessCd |
| Unrelated Business Taxbl Incm | $515,727 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 03 | ExclusionCd |
| Exclusion | $1,108,341 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $482,608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $515,727 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,812,267 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,327,994 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BUTCH SCHUMAN LIVING TRUST | |||||||
| 1 | 11444 W OLYMPIC BLVD 11TH FLR | LOS ANGELES | CA | 90064 | $51,134,538 | Yes (X) | |
| SAN JOAQUIN VALLEY UNIFIED AIR POLLUTION CONTROL DISTRICT | |||||||
| 2 | 1990 EAST GETTYSBURG AVENUE | FRESNO | CA | 93726 | $126,100 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $35,742,153 | 2024-01-31 |
| 1 | REAL ESTATE PROPERTY - EDISON HIGHWAY | $15,390,000 | 2023-06-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX, ACCOUNTING, AND AUDIT FEES | CategoryTxt |
| Amt | $22,196 | Amt |
| Net Investment Income | $11,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,098 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 8868 | ON OCTOBER 4, 2024, THE TAXPAYER MADE AN ELECTRONIC PAYMENT VIA THE ELECTRONIC FEDERAL TAX PAYMENT SYSTEM (EFTPS) WITH THE INTENT OF SECURING AN EXTENSION TO FILE THIS 2023 INFORMATION RETURN. THIS ACTION WAS TAKEN IN GOOD FAITH BASED ON GUIDANCE FROM THE FORMER TAX RETURN PREPARER, WHO ADVISED THAT A TIMELY EXTENSION PAYMENT THROUGH EFTPS WOULD SATISFY THE IRS REQUIREMENT FOR REQUESTING AN EXTENSION.THE TAXPAYER REASONABLY RELIED ON THIS PROFESSIONAL ADVICE AND BELIEVED THAT THE PAYMENT CONSTITUTED A VALID AND TIMELY EXTENSION REQUEST. HOWEVER, IT WAS LATER DISCOVERED THAT THE TAX RETURN PREPARER FAILED TO FILE FORM 8868 BY THE ORIGINAL DUE DATE OF OCTOBER 15, 2024.THIS ERROR WAS NOT DUE TO ANY FAULT OR NEGLIGENCE ON THE PART OF THE TAXPAYER, WHO MADE EVERY REASONABLE EFFORT TO COMPLY WITH IRS REQUIREMENTS BY MAKING A TIMELY PAYMENT AND RELYING ON A QUALIFIED PROFESSIONAL.THE TAXPAYER RESPECTFULLY REQUESTS THAT THE IRS CONSIDER THIS EXPLANATION AS A BASIS FOR PENALTY ABATEMENT UNDER THE REASONABLE CAUSE PROVISIONS. |
| FEMA-4856-DR | THE FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA) ISSUED DISASTER DECLARATION FEMA-4856-DR, DESIGNATING LOS ANGELES COUNTY, CALIFORNIA, AS A MAJOR DISASTER AREA DUE TO WILDFIRES AND STRAIGHT-LINE WINDS BEGINNING ON JANUARY 7, 2025. PURSUANT TO TREASURY REGULATION SEC. 301.7508A-1, THE INTERNAL REVENUE SERVICE (IRS) MAY POSTPONE CERTAIN DEADLINES FOR TAXPAYERS AFFECTED BY A FEDERALLY DECLARED DISASTER. ON JANUARY 10, 2025, THE IRS ANNOUNCED TAX RELIEF FOR INDIVIDUALS AND BUSINESSES IMPACTED BY THE CALIFORNIA WILDFIRES, EXTENDING VARIOUS TAX DEADLINES FALLING BETWEEN JANUARY 7, 2025, AND OCTOBER 15, 2025. AS THE TAXPAYER IS LOCATED IN THE DISASTER AREA, THE TAXPAYER HAS ELECTED TO POSTPONE APPLICABLE PAYMENTS UNTIL OCTOBER 15, 2025. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (96 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP | $60,304 | $60,304 |
| AMERICAN ELEC PWR | $57,625 | $57,625 |
| BANK AMER CORP | $59,811 | $59,811 |
| BOEING CO | $60,066 | $60,066 |
| CAPITAL ONE FINL CORP | $88,868 | $88,868 |
| CHENIERE CORPUS CHRISTI | $59,519 | $59,519 |
| CITIGROUP INC | $59,348 | $59,348 |
| DUKE ENERGY CORP | $57,231 | $57,231 |
| EDISON INTL | $29,780 | $29,780 |
| ENERGY TRANSFER LP (OLD | $59,430 | $59,430 |
| ENTERGY CORP NEW | $60,299 | $60,299 |
| EXTRA SPACE STORAGE LP | $58,934 | $58,934 |
| FNMA GTD PASS THRU | $208,501 | $208,501 |
| FNMA GTD PASS THRU | $85,584 | $85,584 |
| FNMA GTD PASS THRU | $101,689 | $101,689 |
| GENERAL MTRS FINL CO INC | $59,545 | $59,545 |
| GOLDMAN SACHS GROUP INC | $58,609 | $58,609 |
| HCA INC | $57,565 | $57,565 |
| MCCORMICK & CO INC SR NT | $60,268 | $60,268 |
| MORGAN STANLEY | $59,209 | $59,209 |
| MYLAN NV | $58,171 | $58,171 |
| ORACLE CORP | $57,738 | $57,738 |
| TRUIST FINANCIAL | $59,990 | $59,990 |
| UNITED STATES TREASURY | $311,039 | $311,039 |
| UNITED STATES TREASURY | $69,564 | $69,564 |
| UNITED STATES TREASURY | $126,273 | $126,273 |
| UNITED STATES TREASURY | $146,887 | $146,887 |
| UNITED STATES TREASURY | $119,648 | $119,648 |
| UNITED STATES TREASURY | $101,312 | $101,312 |
| UNITED STATES TREASURY | $137,558 | $137,558 |
| UNITED STATES TREASURY | $137,121 | $137,121 |
| VALERO ENERGY CORP NEW | $58,757 | $58,757 |
| WARNERMEDIA HLDGS INC SR | $59,744 | $59,744 |
| ALLY FINANCIAL INC | $13,205 | $13,205 |
| ALLY FINL INC | $31,989 | $31,989 |
| AMERICAN ELECTRIC POWER | $7,223 | $7,223 |
| AMERICAN EXPRESS CO | $11,850 | $11,850 |
| AMERICAN TOWER CORP | $7,450 | $7,450 |
| ARCH CAPITAL GROUP LTD | $9,433 | $9,433 |
| ATHENE HOLDING LTD | $13,556 | $13,556 |
| BANK AMER FDG CORP | $38,420 | $38,420 |
| BANK OF AMERICA CORP | $13,939 | $13,939 |
| BANK OF NEW YORK MELLON | $8,823 | $8,823 |
| BERKSHIRE HATHAWAY ENERG | $6,086 | $6,086 |
| BIOGEN INC | $13,563 | $13,563 |
| BP CAP MKTS P L C | $68,876 | $68,876 |
| BP CAPITAL MARKETS | $6,458 | $6,458 |
| BROOKFIELD FIN INC | $26,173 | $26,173 |
| CHARTER COMMUNICATIONS | $10,751 | $10,751 |
| CITIGROUP INC | $22,696 | $22,696 |
| CITIGROUP INC | $16,246 | $16,246 |
| CITIZENS FINANCIAL GROUP | $16,650 | $16,650 |
| CORNELL UNIVERSITY | $18,781 | $18,781 |
| DOMINION ENERGY INC JR SB | $6,086 | $6,086 |
| DUKE ENERGY CORP NEW | $13,104 | $13,104 |
| EDISON INTL | $51,659 | $51,659 |
| ENBRIDGE INC | $6,448 | $6,448 |
| ENERGY TRANSFER L P | $14,575 | $14,575 |
| FIRST TR EXCHANGE TRADED | $52,090 | $52,090 |
| GOLDMAN SACHS GROUP INC | $8,153 | $8,153 |
| ISHARES TR | $10,029 | $10,029 |
| ISHARES TR | $207,329 | $207,329 |
| ISHARES U S ETF TR | $71,886 | $71,886 |
| KINDER MORGAN INC DEL | $9,584 | $9,584 |
| LINCOLN NATIONAL CORP | $33,397 | $33,397 |
| LYB INTERNATIONAL FIN | $13,855 | $13,855 |
| MACYS RETAIL HLDGS INC | $4,581 | $4,581 |
| MICRON TECHNOLOGY INC | $13,820 | $13,820 |
| MORGAN STANLEY | $14,192 | $14,192 |
| NASDAQ INC | $12,712 | $12,712 |
| NEXTERA ENERGY CAP HLDGS | $10,955 | $10,955 |
| NUVEEN AMT FREE QUALITY | $13,142 | $13,142 |
| NUVEEN QUALITY MUNICIPAL | $12,105 | $12,105 |
| ORACLE CORP | $12,325 | $12,325 |
| ORACLE CORP | $12,351 | $12,351 |
| PACIFIC GAS & ELEC CO | $11,872 | $11,872 |
| PIMCO ENHANCED SHORT | $15,000 | $15,000 |
| RAYTHEON TECHNOLOGIES | $11,451 | $11,451 |
| REGIONS FINL CORP NEW | $21,771 | $21,771 |
| SCHWAB CHARLES CORP NEW | $55,115 | $55,115 |
| SEMPRA ENERGY | $73,184 | $73,184 |
| SIMON PROPERTY GROUP | $12,776 | $12,776 |
| STARBUCKS CORP | $10,565 | $10,565 |
| UNITED STATES TREASURY | $67,481 | $67,481 |
| UNITED STATES TREASURY | $54,776 | $54,776 |
| UNITED STATES TREASURY | $36,507 | $36,507 |
| UNITED STATES TREASURY | $98,837 | $98,837 |
| UNITED STATES TREASURY | $258,647 | $258,647 |
| VALERO ENERGY CORP | $9,036 | $9,036 |
| VIRTUS CONVERTIBLE | $10,675 | $10,675 |
| WELLS FARGO & CO | $68,293 | $68,293 |
| WELLS FARGO & CO | $18,964 | $18,964 |
| WELLS FARGO & CO | $21,699 | $21,699 |
| WESTERN ASSET HIGH YIELD | $4,282 | $4,282 |
| WILLIAMS COS INC SR NT | $12,467 | $12,467 |
| VERIZON COMMUNICATIONS | $11,971 | $11,971 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (269 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $645 | $645 |
| ALPHABET INC | $56,580 | $56,580 |
| AMAZON.COM INC | $37,758 | $37,758 |
| APPLE INC | $101,316 | $101,316 |
| BANK OF AMERICA CORP | $8,118 | $8,118 |
| BERKSHIRE HATHAWAY INC | $9,117 | $9,117 |
| BOSTON SCIENTIFIC CORP | $6,801 | $6,801 |
| BROADCOM INC | $37,199 | $37,199 |
| CINTAS CORP | $14,915 | $14,915 |
| P COSTCO WHOLESALE CORP-NEW | $29,966 | $29,966 |
| DANAHER CORPORATION | $9,502 | $9,502 |
| DOVER CORPORATION | $7,720 | $7,720 |
| EATON CORPORATION PLC | $9,653 | $9,653 |
| ELI LILLY & CO | $32,814 | $32,814 |
| HUBBELL INCORPORATED | $13,611 | $13,611 |
| INTUITIVE SURGICAL INC | $13,270 | $13,270 |
| MICROSOFT CORP | $41,513 | $41,513 |
| NETFLIX INC | $14,116 | $14,116 |
| NOVO NORDISK A/S-ADR | $7,846 | $7,846 |
| NVIDIA CORP | $71,261 | $71,261 |
| ORACLE CORPORATION | $6,680 | $6,680 |
| PARKER HANNIFIN CORP | $10,099 | $10,099 |
| PROGRESSIVE CORP-OHIO | $18,373 | $18,373 |
| SALESFORCE INC | $13,832 | $13,832 |
| P SHELL PLC | $7,132 | $7,132 |
| STRYKER CORP | $12,961 | $12,961 |
| THERMO FISHER SCIENTIFIC | $28,399 | $28,399 |
| WALT DISNEY CO | $10,391 | $10,391 |
| XPO INC | $9,842 | $9,842 |
| ACUITY BRANDS INC EST YIELD: 0.23% | $14,279 | $14,279 |
| AMERIPRISE FINL INC EST YIELD: 1.36% | $24,887 | $24,887 |
| AMETEK INC NEW | $16,958 | $16,958 |
| AMPHENOL CORPORATION | $9,531 | $9,531 |
| ARCH CAPITAL GROUP LTD | $19,294 | $19,294 |
| AUTOZONE INC | $11,080 | $11,080 |
| BALL CORP | $9,026 | $9,026 |
| BATH & BODY WORKS INC | $10,959 | $10,959 |
| BERKLEY W R CORPORATION | $10,696 | $10,696 |
| BEST BUY COMPANY INC | $9,839 | $9,839 |
| BLUE OWL CAPITAL INC | $4,210 | $4,210 |
| CARLISLE COMPANIES INC | $16,732 | $16,732 |
| CARTER'S INC | $9,234 | $9,234 |
| CBRE GROUP INC | $8,807 | $8,807 |
| CDW CORPORATION | $7,379 | $7,379 |
| CELANESE CORPORATION | $4,713 | $4,713 |
| CENCORA INC | $20,165 | $20,165 |
| CONSTELLATION BRANDS INC | $8,007 | $8,007 |
| COTERRA ENERGY INC | $11,009 | $11,009 |
| DARDEN RESTAURANTS INC | $8,121 | $8,121 |
| DIAMONDBACK ENERGY INC | $18,133 | $18,133 |
| DISCOVER FINANCIAL | $8,709 | $8,709 |
| DOVER CORPORATION | $14,889 | $14,889 |
| EDISON INTERNATIONAL | $7,762 | $7,762 |
| ENERGIZER HOLDINGS INC | $4,694 | $4,694 |
| EXPEDIA GROUP INC | $9,819 | $9,819 |
| FIDELITY NATIONAL | $12,520 | $12,520 |
| FIRST CITIZENS | $15,286 | $15,286 |
| FLEX LTD | $7,454 | $7,454 |
| FORTUNE BRANDS | $13,171 | $13,171 |
| FREEPORT MCMORAN INC | $5,800 | $5,800 |
| GENUINE PARTS CO | $9,657 | $9,657 |
| GLOBUS MEDICAL INC | $9,060 | $9,060 |
| GODADDY INC | $15,080 | $15,080 |
| GRAPHIC PACKAGING HOLDING | $4,814 | $4,814 |
| HARTFORD FINANCIAL | $12,414 | $12,414 |
| HENRY SCHEIN INC | $13,868 | $13,868 |
| HERSHEY COMPANY (THE) | $3,957 | $3,957 |
| HUBBELL INCORPORATED | $17,889 | $17,889 |
| HUNTINGTON BANCSHARES INC | $15,618 | $15,618 |
| IAC INC | $9,062 | $9,062 |
| IDEX CORP | $5,425 | $5,425 |
| ITT INC | $19,799 | $19,799 |
| JABIL INC | $3,329 | $3,329 |
| JAZZ PHARMACEUTICALS PLC | $7,157 | $7,157 |
| KEURIG DR PEPPER INC | $8,905 | $8,905 |
| KROGER CO (THE) | $8,432 | $8,432 |
| LABCORP HOLDINGS INC | $9,356 | $9,356 |
| LIBERTY MEDIA CORPORATION | $4,683 | $4,683 |
| LINCOLN ELEC HOLDINGS INC | $15,905 | $15,905 |
| LKQ CORPORATION | $12,177 | $12,177 |
| LOEWS CORPORATION | $20,813 | $20,813 |
| MARTIN MARIETTA | $15,446 | $15,446 |
| MGIC INVESTMENT CORP-WISC | $11,046 | $11,046 |
| MICROCHIP TECHNOLOGY INC | $14,098 | $14,098 |
| MIDDLEBY CORP | $11,215 | $11,215 |
| MOHAWK INDUSTRIES INC | $10,364 | $10,364 |
| MOTOROLA SOLUTIONS INC | $8,028 | $8,028 |
| NATIONAL FUEL GAS CO | $8,288 | $8,288 |
| NISOURCE INC | $4,708 | $4,708 |
| NORTHERN TRUST CORP | $7,666 | $7,666 |
| PACKAGING CORP AMER | $15,597 | $15,597 |
| POST HOLDINGS INC | $8,206 | $8,206 |
| PUBLIC SERVICE ENTERPRISE | $4,394 | $4,394 |
| QUEST DIAGNOSTICS INC | $8,660 | $8,660 |
| RALPH LAUREN CORPORATION | $9,718 | $9,718 |
| RAYMOND JAMES FINANCIAL | $17,553 | $17,553 |
| REGIONS FINANCIAL CORP | $14,919 | $14,919 |
| RPM INTERNATIONAL INC | $15,358 | $15,358 |
| SILGAN HOLDINGS INC | $11,907 | $11,907 |
| SNAP-ON INC | $17,190 | $17,190 |
| STATE STREET CORP | $15,118 | $15,118 |
| TAKE TWO INTERACTIVE | $9,622 | $9,622 |
| TAPESTRY INC | $7,002 | $7,002 |
| TD SYNNEX CORPORATION | $4,579 | $4,579 |
| TELEDYNE TECHNOLOGIES INC | $15,878 | $15,878 |
| TIMKEN CO | $9,732 | $9,732 |
| UL SOLUTIONS INC | $4,011 | $4,011 |
| UNIVERSAL HEALTH | $6,833 | $6,833 |
| US FOODS HOLDING CORP | $13,102 | $13,102 |
| VERALTO CORPORATION | $4,338 | $4,338 |
| WEC ENERGY GROUP INC | $15,963 | $15,963 |
| WILLIAMS COMPANIES INC | $19,510 | $19,510 |
| XCEL ENERGY INC | $12,033 | $12,033 |
| ZEBRA TECHNOLOGIES | $11,244 | $11,244 |
| ZIMMER BIOMET HOLDINGS | $10,133 | $10,133 |
| ABBOTT LABORATORIES | $29,226 | $29,226 |
| ABBVIE INC | $52,403 | $52,403 |
| AES CORP | $14,055 | $14,055 |
| APPLE INC | $35,951 | $35,951 |
| ARES MANAGEMENT | $29,576 | $29,576 |
| BROADCOM INC | $126,212 | $126,212 |
| CAPITAL ONE FINANCIAL | $19,956 | $19,956 |
| CHORD ENERGY CORPORATION | $22,064 | $22,064 |
| DIAMONDBACK ENERGY INC | $25,705 | $25,705 |
| EATON CORPORATION PLC | $49,928 | $49,928 |
| EDISON INTERNATIONAL | $15,831 | $15,831 |
| ELI LILLY & CO | $47,580 | $47,580 |
| P KEYCORP NEW | $21,656 | $21,656 |
| LINDE PLC | $39,197 | $39,197 |
| MERCK & CO INC | $38,039 | $38,039 |
| MORGAN STANLEY | $23,188 | $23,188 |
| ONEOK INC | $52,812 | $52,812 |
| PEPSICO INC | $14,524 | $14,524 |
| PROCTER & GAMBLE CO | $18,758 | $18,758 |
| SEAGATE TECHNOLOGY | $22,098 | $22,098 |
| SHELL PLC | $30,349 | $30,349 |
| VICI PROPERTIES INC | $16,853 | $16,853 |
| WILLIAMS COMPANIES INC | $50,642 | $50,642 |
| ALPHABET INC | $43,470 | $43,470 |
| AMAZON.COM INC | $55,931 | $55,931 |
| APPLE INC | $19,024,229 | $19,024,229 |
| BROADCOM INC | $1,329 | $1,329 |
| CATERPILLAR INC | $338,520 | $338,520 |
| ELI LILLY & CO | $820 | $820 |
| MICROSOFT CORP | $2,491 | $2,491 |
| PHILLIPS 66 | $117,241 | $117,241 |
| THERMO FISHER SCIENTIFIC | $139,723 | $139,723 |
| WALT DISNEY CO | $41,564 | $41,564 |
| ALIBABA GROUP HOLDING LTD | $16,451 | $16,451 |
| ALPHABET INC | $81,765 | $81,765 |
| ALPHABET INC | $72,193 | $72,193 |
| AMAZON.COM INC | $128,272 | $128,272 |
| AUTODESK INC | $51,610 | $51,610 |
| BLOCK INC | $20,698 | $20,698 |
| BOEING CO | $114,558 | $114,558 |
| DEERE & CO | $11,618 | $11,618 |
| EXPEDITORS INTERNATIONAL | $30,588 | $30,588 |
| FACTSET RESEARCH SYSTEMS | $27,085 | $27,085 |
| ILLUMINA INC | $19,709 | $19,709 |
| INTUITIVE SURGICAL INC | $31,365 | $31,365 |
| META PLATFORMS INC | $161,056 | $161,056 |
| MICROSOFT CORP | $113,330 | $113,330 |
| MONSTER BEVERAGE | $55,035 | $55,035 |
| NETFLIX INC | $115,492 | $115,492 |
| NOVARTIS AG | $26,195 | $26,195 |
| NOVO NORDISK A/S-ADR | $51,542 | $51,542 |
| NVIDIA CORP | $208,303 | $208,303 |
| ORACLE CORPORATION | $125,393 | $125,393 |
| PAYPAL HOLDINGS INC | $18,456 | $18,456 |
| QUALCOMM INC | $49,992 | $49,992 |
| REGENERON | $49,008 | $49,008 |
| ROCHE HOLDING LTD | $18,502 | $18,502 |
| SALESFORCE INC | $60,251 | $60,251 |
| SEI INVESTMENTS CO | $25,865 | $25,865 |
| SHOPIFY INC | $37,501 | $37,501 |
| STARBUCKS CORP | $34,815 | $34,815 |
| TESLA INC | $125,903 | $125,903 |
| THERMO FISHER SCIENTIFIC | $34,079 | $34,079 |
| VERTEX PHARMACEUTICALS | $61,471 | $61,471 |
| VISA INC | $116,068 | $116,068 |
| WALT DISNEY CO | $66,918 | $66,918 |
| WORKDAY INC | $18,819 | $18,819 |
| YUM BRANDS INC | $24,050 | $24,050 |
| YUM CHINA HOLDINGS INC | $7,402 | $7,402 |
| ADYEN N V UNSPONSORED ADR | $26,102 | $26,102 |
| AON PLC | $22,531 | $22,531 |
| ARCH CAPITAL GROUP LTD | $34,176 | $34,176 |
| ASM INTERNATIONAL NV | $38,579 | $38,579 |
| ASML HOLDING N V | $33,612 | $33,612 |
| ASTRAZENECA PLC | $30,818 | $30,818 |
| ATLASSIAN CORPORATION | $26,666 | $26,666 |
| BAE SYSTEMS PLC | $37,625 | $37,625 |
| CANADIAN NATURAL | $21,666 | $21,666 |
| CANADIAN PAC KANS CITY | $41,585 | $41,585 |
| COMPASS GROUP PLC | $18,544 | $18,544 |
| COUPANG INC | $25,742 | $25,742 |
| EPAM SYSTEMS INC | $9,430 | $9,430 |
| EVOLUTION AB | $24,421 | $24,421 |
| EXPERIAN PLC | $30,063 | $30,063 |
| FERGUSON PLC | $31,684 | $31,684 |
| FERRARI N V | $52,608 | $52,608 |
| ICICI BANK LTD | $27,917 | $27,917 |
| ICON PLC | $48,398 | $48,398 |
| L OREAL CO-ADR | $26,012 | $26,012 |
| LINDE PLC | $26,131 | $26,131 |
| LVMH MOET HENNESSY LOUIS | $23,950 | $23,950 |
| MERCADOLIBRE INC | $32,786 | $32,786 |
| MONDAY.COM LTD | $20,784 | $20,784 |
| NOVO NORDISK A/S-ADR | $68,587 | $68,587 |
| NU HOLDINGS LTD | $25,138 | $25,138 |
| SAFRAN SA | $36,177 | $36,177 |
| SCHNEIDER ELECTRIC SE | $24,531 | $24,531 |
| SPOTIFY TECHNOLOGY S A | $23,446 | $23,446 |
| STERIS PLC | $26,968 | $26,968 |
| TAIWAN SEMICONDUCTOR MFG | $37,458 | $37,458 |
| THOMSON REUTERS CORP | $24,612 | $24,612 |
| UBS GROUP AG | $22,380 | $22,380 |
| WASTE CONNECTIONS INC | $24,155 | $24,155 |
| 3I GROUP PLC | $43,156 | $43,156 |
| ASE TECHNOLOGY HOLDING CO | $68,561 | $68,561 |
| BAE SYSTEMS PLC | $87,263 | $87,263 |
| BCE INC | $18,200 | $18,200 |
| BHP GROUP LIMITED | $46,969 | $46,969 |
| BNP PARIBAS | $81,903 | $81,903 |
| BRITISH AMERICAN TOBACCO | $34,878 | $34,878 |
| COCA COLA EUROPACIFIC | $53,587 | $53,587 |
| COCA-COLA FEMSA SAB DE CV | $61,909 | $61,909 |
| COMPAGNIE DE SAINT GOBAIN | $55,478 | $55,478 |
| DEUTSCHE POST AG | $35,499 | $35,499 |
| DEUTSCHE TELEKOM AG | $44,639 | $44,639 |
| DNB BK ASA | $45,060 | $45,060 |
| ENEL SOCIETA PER AZIONI | $36,432 | $36,432 |
| GLENCORE PLC | $14,478 | $14,478 |
| IBERDROLA S A | $37,344 | $37,344 |
| JULIUS BAER GROUP LTD | $36,547 | $36,547 |
| KOMATSU LTD | $75,679 | $75,679 |
| MERCEDES BENZ GROUP | $46,729 | $46,729 |
| MICHELIN COMPAGNIE | $50,354 | $50,354 |
| MS&AD INSURANCE GROUP | $47,706 | $47,706 |
| MUENCHENER | $53,318 | $53,318 |
| NESTLE SA-SPONSORED ADR | $62,823 | $62,823 |
| NIPPON TELEGRAPH AND | $52,201 | $52,201 |
| NN GROUP NV | $38,302 | $38,302 |
| NOVARTIS AG | $72,604 | $72,604 |
| PETROLEO BRASILEIRO SA | $55,700 | $55,700 |
| POWER CORP CDA | $44,994 | $44,994 |
| RIO TINTO PLC | $63,090 | $63,090 |
| ROCHE HOLDING LTD | $31,914 | $31,914 |
| SANOFI | $29,516 | $29,516 |
| SHELL PLC | $51,528 | $51,528 |
| SIEMENS AG | $72,204 | $72,204 |
| SMURFIT KAPPA GROUP PLC | $37,600 | $37,600 |
| SOFTBANK CORP | $60,717 | $60,717 |
| SONIC HEALTHCARE LTD | $16,599 | $16,599 |
| SVENSKA HANDELSBANKEN | $29,683 | $29,683 |
| TESCO PLC | $24,489 | $24,489 |
| TOKIO MARINE HLDGS INC | $91,359 | $91,359 |
| TOTALENERGIES SE | $70,049 | $70,049 |
| TOYOTA MOTOR CORPORATION | $72,431 | $72,431 |
| UNITED OVERSEAS BANK LTD | $77,987 | $77,987 |
| UPM KYMMENE CORPORATION | $48,271 | $48,271 |
| VEOLIA ENVIRONNEMENT | $35,242 | $35,242 |
| VOLVO AB | $36,988 | $36,988 |
| ZURICH INSURANCE GROUP | $70,233 | $70,233 |
| AGNC INVESTMENT CORP | $30,904 | $30,904 |
| ANNALY CAPITAL | $26,399 | $26,399 |
| LINCOLN NATIONAL | $19,551 | $19,551 |
| REINSURANCE GROUP OF | $13,603 | $13,603 |
| VICI PROPERTIES INC | $99,308 | $99,308 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (62 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IRON MOUNTAIN | AT COST | $6,939 | $6,939 |
| AMERICAN HOMES 4 RENT | AT COST | $9,587 | $9,587 |
| AVALONBAY COMMUNITIES INC | AT COST | $9,056 | $9,056 |
| BOSTON PROPERTIES INC | AT COST | $4,550 | $4,550 |
| BRIXMOR PROPERTY GROUP | AT COST | $1,711 | $1,711 |
| ESSEX PROPERTY TRUST INC | AT COST | $5,456 | $5,456 |
| FEDERAL REALTY INVESTMENT | AT COST | $4,745 | $4,745 |
| HOST HOTELS & RESORTS INC | AT COST | $4,324 | $4,324 |
| KIMCO REALTY CORPORATION | AT COST | $7,376 | $7,376 |
| MID AMERICA APARTMENT | AT COST | $7,354 | $7,354 |
| RAYONIER INC | AT COST | $7,115 | $7,115 |
| REGENCY CENTERS | AT COST | $9,149 | $9,149 |
| REXFORD INDUSTRIAL | AT COST | $7,122 | $7,122 |
| SUN COMMUNITIES INC | AT COST | $5,428 | $5,428 |
| VENTAS INC | AT COST | $4,624 | $4,624 |
| W P CAREY INC | AT COST | $6,373 | $6,373 |
| WEYERHAEUSER CO | AT COST | $10,571 | $10,571 |
| DIGITAL REALTY TRUST INC | AT COST | $24,272 | $24,272 |
| EXTRA SPACE STORAGE INC | AT COST | $16,214 | $16,214 |
| IRON MOUNTAIN | AT COST | $58,500 | $58,500 |
| KITE REALTY GROUP TRUST | AT COST | $18,237 | $18,237 |
| PUBLIC STORAGE | AT COST | $17,525 | $17,525 |
| SIMON PROPERTY GROUP INC | AT COST | $31,624 | $31,624 |
| VENTAS INC | AT COST | $23,069 | $23,069 |
| WELLTOWER INC | AT COST | $28,509 | $28,509 |
| P AGREE REALTY CORP | AT COST | $47,575 | $47,575 |
| P ALEXANDRIA REAL ESTATE | AT COST | $91,630 | $91,630 |
| P AMERICAN HOMES 4 RENT | AT COST | $135,402 | $135,402 |
| P AMERICAN TOWER | AT COST | $311,031 | $311,031 |
| P APARTMENT INVESTMENT AND | AT COST | $42,417 | $42,417 |
| P AVALONBAY COMMUNITIES INC | AT COST | $75,338 | $75,338 |
| P BOSTON PROPERTIES INC | AT COST | $53,936 | $53,936 |
| P CAMDEN PROPERTY TRUST-SBI | AT COST | $61,898 | $61,898 |
| P CROWN CASTLE INC | AT COST | $162,873 | $162,873 |
| P DIGITAL REALTY TRUST INC | AT COST | $60,752 | $60,752 |
| P EASTGROUP PROPERTIES INC | AT COST | $190,948 | $190,948 |
| P EPR PROPERTIES | AT COST | $32,750 | $32,750 |
| P EQUINIX INC | AT COST | $273,147 | $273,147 |
| P EQUITY LIFESTYLE | AT COST | $98,486 | $98,486 |
| P ESSEX PROPERTY TRUST INC | AT COST | $70,143 | $70,143 |
| P EXTRA SPACE STORAGE INC | AT COST | $136,808 | $136,808 |
| P FARMLAND PARTNERS INC | AT COST | $31,342 | $31,342 |
| P GAMING & LEISURE | AT COST | $112,519 | $112,519 |
| P HOST HOTELS & RESORTS INC | AT COST | $108,106 | $108,106 |
| P INVITATION HOMES INC | AT COST | $37,817 | $37,817 |
| P KITE REALTY GROUP TRUST | AT COST | $137,110 | $137,110 |
| P MID AMERICA APARTMENT | AT COST | $44,793 | $44,793 |
| P OMEGA HEALTHCARE | AT COST | $20,206 | $20,206 |
| P POSTAL REALTY TRUST INC | AT COST | $18,157 | $18,157 |
| P PROLOGIS INC | AT COST | $136,013 | $136,013 |
| P PUBLIC STORAGE | AT COST | $138,558 | $138,558 |
| P REALTY INCOME CORP | AT COST | $46,428 | $46,428 |
| P REGENCY CENTERS | AT COST | $63,917 | $63,917 |
| P SAFEHOLD INC | AT COST | $17,468 | $17,468 |
| P SBA COMMUNICATIONS CORP | AT COST | $56,250 | $56,250 |
| P SIMON PROPERTY GROUP INC | AT COST | $183,236 | $183,236 |
| P SUN COMMUNITIES INC | AT COST | $34,689 | $34,689 |
| P TERRENO REALTY | AT COST | $161,423 | $161,423 |
| P VENTAS INC | AT COST | $55,437 | $55,437 |
| P WELLTOWER INC | AT COST | $201,327 | $201,327 |
| P WEYERHAEUSER CO | AT COST | $84,805 | $84,805 |
| MERCY BIOANALYTICS, INC. - PREFERRED STOCK | AT COST | $199,993 | $199,993 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61,690 | LegalFeesAmt |
| Net Investment Income | $30,845 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,845 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS/LOSSES | Desc |
| Amt | $7,463,798 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $623 | $0 | $0 | $425 |
| INSURANCE | $941 | $753 | $0 | $188 |
| DUES AND SUBSCRIPTIONS | $1,536 | $252 | $0 | $1,284 |
| BANK FEES | $150 | $150 | $0 | $0 |
| INTERNET | $250 | $0 | $0 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FARM INCOME - CROP & LIVESTOCK | $515,727 | $0 | $0 |
| JP MORGAN #9741 - CASH IN LIEU | $1,006 | $1,006 | $0 |
| FARM RENTAL INCOME | $591,608 | $591,608 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE (CURRENT) | $0 | $15,200 |
| UBIT TAX PAYABLE | $0 | $153,900 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $86,500 | $0 | $0 | $86,500 |
| INVESTMENT FEES | $147,656 | $147,656 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTCH SCHUMAN LIVING TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLDV | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $8,766 | $8,766 | $0 | $0 |
| STATE TAXES | $2 | $0 | $0 | $2 |
| EXCISE TAX EXPENSE | $15,200 | $0 | $0 | $0 |
| UBIT EXPENSE | $153,900 | $0 | $0 | $0 |