WYNN FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WYNN FOUNDATION (EIN 95-6136231)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-27
- IRS object ID
- 201542089349100514
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-27T17:07:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330689542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TALLEY & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CITY PARKWAY WEST 650 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | 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 | 956136231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL E WYNN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYNN | BusinessNameControlTxt |
| Phone | 8776869215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SOUTH FLOWER ST NO 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM CHRISTIAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8776869215 | PhoneNum |
| Signature | 2015-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDOLPH J FUCHS | PreparerPersonNm |
| PTIN | P00280153 | PTIN |
| Phone | 7148672200 | PhoneNum |
| Preparation | 2015-07-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,559,304 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $782,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $782,766 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $783,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,942,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $783,202 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,565,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,565,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,530 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $166,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $166,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,692 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $209 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $779 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $779 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,697 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,665 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $427,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $164,974 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,166,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,166,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,593,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,331,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,336,237 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $954,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,021,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,021,139 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,506,976 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $894,990 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $888,912 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,901,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,999,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,621,810 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,662,945 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,081,974 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,026,512 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,172 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $241 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $931 | LandEOYAmt |
| Land EOYFMV | $931 | LandEOYFMVAmt |
| Total Assets BOY | $22,026,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,998,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,559,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $22,026,016 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,998,038 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,026,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,998,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,026,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,998,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,026,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,998,038 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,998,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $666,534 | $680,858 | -$14,324 | -$14,324 |
| PUBLICLY TRADED SECURITIES | P | $3,014,777 | $2,477,944 | $536,833 | $536,833 |
| CAPITAL GAINS DIVIDENDS | P | $260,693 | $260,693 | $260,693 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $783,202 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,265,710 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,893,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,269,597 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,543,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049704 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,203,614 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,582,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,148,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,612,709 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046650 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,366,438 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,044,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059295 | DistributionYr5Rt |
| Total Distribution | 0.249760 | TotalDistributionRt |
| Average Distribution | 0.049952 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,090,908 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,403,197 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,416,559 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,331,474 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,725 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,725 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,954 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $33,954 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $7,218 | OverpaymentAmt |
| Applied To ES Tax | $7,218 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CARL E WYNN FOUNDATION | IndividualWithBooksNm |
| Phone | 8776869215 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SO FLOWER ST SUITE 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712901 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DOROTHY L FREY | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | SECRETARY-TREASURER/TRUSTE | 20.00 | $70,000 | $0 | $0 |
| WILLIAM CHRISTIAN | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | PRESIDENT/TRUSTEE | 20.00 | $100,000 | $0 | $0 |
| BILLIE A FISCHER | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | VICE PRESIDENT/TRUSTEE | 20.00 | $10,000 | $0 | $0 |
| MEL MASUDA | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | VICE PRES. & ASST. SECRETA | 20.00 | $10,000 | $0 | $0 |
| JAKI FISCHER | ||||||||
| 444 SOUTH FLOWER ST SUITE 1700 | LOS ANGELES | CA | 900712901 | VICE PRESIDENT/TRUSTEE | 20.00 | $10,000 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST OAK CAPITAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 TOWNSGATE RD SUITE 112 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $166,039 | CompensationAmt |
| 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 | $27,369,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,149,205 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,518,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,518,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $427,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,090,908 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,404,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,404,545 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,725 | TotalTaxAmt |
| Distributable Before Adj | $1,377,820 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,377,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,377,820 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,331,474 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,331,474 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,331,474 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,377,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,166,061 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,331,474 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,166,061 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,212,407 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM R CHRISTIAN PRESIDENT CARL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 SOUTH FLOWER ST SUITE 1700 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900712901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8776869215 | RecipientPhoneNum |
| Form And Info And Materials | FULL APPLICATION SHOULD BE RECEIVED BETWEEN MAY 1-15. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE ACHIEVABLE FOUNDATION | |||||
| 5901 GREEN VALLEY CIRCLE SUITE 320 | CULVER CITY | CA | 90230 | TO ADDRESS ACCESS TO HEALTHCARE SERVICES FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. | $2,000 |
| ALLIANCE FOR CHILDREN'S RIGHTS | |||||
| 3333 WILSHIRE BLVD SUITE 550 | LOS ANGELES | CA | 90010 | TO PROTECT THE RIGHTS OF IMPOVERISHED, ABUSED AND NEGLECTED CHILDREN. PROVIDING FREE LEGAL SERVICES. | $1,000 |
| A PLACE CALLED HOME | |||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | PROVIDES AT-RISK TEENAGERS SERVICES FOR PRODUCTIVE LIFESTYLE. | $8,000 |
| ALZHEIMER'S FAMILY SERVICES CENTER | |||||
| 9451 INDIANAPOLIS AVE | HUNTINGTON BEACH | CA | 92646 | IMPROVE QUALITY OF LIFE FOR FAMILIES AFFECTED BY ALZHEIMER'S DISEASE. | $2,000 |
| ANGELS CHARITY | |||||
| 2549-B EASTBLUFF DR 432 | NEWPORT BEACH | CA | 92660 | ENHANCE THE PHYSICAL, EMOTIONAL AND SOCIAL DEVELOPMENT OF CHILDREN WITH SPECIAL NEEDS. | $5,000 |
| ANIMALS RULE PLACEMENT FOUNDATION | |||||
| 305 N HARBOR BLVD | SAN PEDRO | CA | 90731 | RESCUE STRAY, NEGLECTED, ABANDONED OR ABUSED DOGS. | $2,500 |
| ARC OF SOUTHEAST LOS ANGELES COUNTY & ORANGE COUNTY | |||||
| 12049 WOODRUFF AVE | DOWNEY | CA | 90241 | EMPLOYMENT CENTER FOR DEVELOPMENTALLY DISABLED. | $2,500 |
| ARTHRITIS NATIONAL RESEARCH FOUNDATION | |||||
| 200 OCEANGATE SUITE 830 | LONG BEACH | CA | 90802 | ARTHRITIS RESEARCH. | $1,000 |
| ASELTINE SCHOOL | |||||
| 4027 NORMAL ST | SAN DIEGO | CA | 92103 | ASSIST K-12 STUDENTS WITH EMOTIONAL DISTURBANCES AND LEARNING DISABILITIES. | $1,000 |
| ASSISTANCE LEAGUE OF SANTA ANA | |||||
| 1037 W FIRST ST | SANTA ANA | CA | 92703 | ADDRESSING NEEDS FOR K-12 STUDENTS ENROLLED IN SANTA ANA UNIFIED SCHOOL DISTRICT. | $1,000 |
| ASSISTANCE LEAGUE OF SOUTHERN CALIFORNIA | |||||
| 1360 N ST ANDREWS PLACE | LOS ANGELES | CA | 90028 | PROVIDE ESSENTIAL SERVICES TO LOW AND MODERATE INCOME RESIDENTS OF SOUTHERN CALIFORNIA. | $1,000 |
| AUTISM SPEAKS | |||||
| 6630 SAN VICENTE BLVD SUITE 402 | LOS ANGELES | CA | 90048 | INCREASE AUTISM AWARENESS. | $20,000 |
| AZUSA PACIFIC UNIVERSITY | |||||
| 701 FOOTHILL BLVD PO BOX 7000 | AZUSA | CA | 91702 | MAINTENANCE OF THE CARL E. WYNN SCIENCE CENTER. | $60,000 |
| BET TZEDEK LEGAL SERVICES | |||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ANGELES | CA | 90010 | LEGAL ASSISTANCE TO ALL ELIGIBLE NEEDY RESIDENTS THROUGHOUT L.A. | $2,000 |
| BIG BROTHERSBIG SISTERS OF ORANGE COUNTY | |||||
| 14131 YORBA ST 2ND FLOOR | TUSTIN | CA | 92780 | PROGRAMS FOR AT-RISK CHILDREN. | $1,000 |
| BLANKETS FOR SOLDIERS | |||||
| 4614 MAYOR DR | TORRANCE | CA | 90505 | SUPPORT & PROVIDE COMFORT TO MEMBERS OF ARMED FORCES BY PROVIDING FLEECE BLANKETS. | $5,000 |
| BLIND CHILDREN'S LEARNING CENTER | |||||
| 18542-B VANDERLIP AVE | SANTA ANA | CA | 92705 | SERVICE TO THE BLIND. | $10,000 |
| BOY SCOUTS OF AMERICA ORANGE COUNTY COUNCIL | |||||
| 1211 E DYER RD | SANTA ANA | CA | 92705 | SCOUTING PROGRAMS AND SUPPORT FOR OUTDOOR EDUCATION CENTER. | $5,000 |
| BOYS & GIRLS CLUB OF BUENA PARK INC | |||||
| 7758 KNOTT AVE | BUENA PARK | CA | 90620 | PROGRAMS FOR AT-RISK CHILDREN | $2,000 |
| BOYS & GIRLS CLUB OF LOS ANGELES HARBOR | |||||
| 1200 S CABRILLO AVE | SAN PEDRO | CA | 90731 | PROGRAMS FOR AT-RISK CHILDREN. | $20,000 |
| BOYS AND GIRLS CLUB OF SANTA ANA | |||||
| 250 N GOLDEN CIRCLE 104 | SANTA ANA | CA | 92705 | PROGRAMS FOR AT-RISK CHILDREN. | $1,000 |
| BOYS AND GIRLS CLUB OF SANTA CLARITA VALLEY | |||||
| PO BOX 220639 | SANTA CLARITA | CA | 91322 | PROGRAMS FOR AT-RISK CHILDREN. | $1,000 |
| BOYS AND GIRLS CLUB OF STANTON | |||||
| 11050 CEDAR ST | STANTON | CA | 90680 | PROGRAMS FOR AT-RISK CHILDREN. | $1,000 |
| BOYS AND GIRLS CLUB OF THE WEST VALLEY | |||||
| 7245 REMMET AVE | CANOGA PARK | CA | 91303 | PROGRAMS FOR AT-RISK CHILDREN. | $1,000 |
| BOYS REPUBLIC | |||||
| 1907 BOYS REPUBLIC DR | CHINO HILLS | CA | 91709 | YOUTH PROGRAMS AND TRANSITIONAL HOUSING. | $2,000 |
| BOYS TOWN CALIFORNIA INC | |||||
| 2223 E WELLINGTON AVE STE 350 | SANTA ANA | CA | 92701 | PROGRAMS FOR FAMILIES IN ORANGE CO. WHOSE CHILDREN ARE AT RISK OF BEING REMOVED FROM THEIR HOMES DUE TO ABUSE AND NEGLECT. | $1,000 |
| BRINNEGER FOUNDATION | |||||
| 1301 EAST ROAD PO BOX 863 | LA HABRA HEIGHTS | CA | 90633 | BROADENING THE BASE OF EDUCATION BACKGROUND AND CONCEPTS THROUGH SEMINAR PROGRAMS. | $30,000 |
| BROTHERS' HELPERS INC | |||||
| 215 FOOTHILL BLVD | LA CANADA | CA | 91011 | MEAL PREPARATION AND DELIVERY TO THE POOR IN DOWNTOWN LOS ANGELES. | $1,000 |
| C5 YOUTH FOUNDATION OF SOUTHERN | |||||
| 1334 S CENTRAL AVE | LOS ANGELES | CA | 90021 | PROGRAMS FOR AT-RISK CHILDREN. | $5,000 |
| CALIFORNIA HIGHWAY PATROL 11-99 FOUNDATION | |||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | PROVIDES FINANCIAL ASSISTANCE TO FAMILIES OF OFFICERS KILLED OR INJURED IN THE LINE OF DUTY. | $1,000 |
| CAMP RONALD MCDONALD FOR GOOD TIMES | |||||
| 1250 LYMAN PI | LOS ANGELES | CA | 90029 | PROVIDES FUN-FILLED, MEDICALLY SUPERVISED, COST-FREE YEAR-ROUND CAMP PROGRAMS FOR CANCER PATIENTS. | $1,000 |
| CAMPBELL CENTER (FORMERLY GLENDALE ASSOC FOR THE RETARDED) | |||||
| 6512 SAN FERNANDO RD | GLENDALE | CA | 91201 | PROGRAMS FOR DEVELOPMENTALLY DISABLED ADULTS. | $3,000 |
| CANCER SUPPORT COMMUNITY | |||||
| 200 E DEL MAR BLVD 118 | PASADENA | CA | 91106 | SUPPORT AND KNOWLEDGE FOR CANCER PATIENTS. | $15,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||
| 2312 WESTWOOD BLVD | LOS ANGELES | CA | 90064 | ENHANCES THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING ASSISTANCE DOGS. | $1,000 |
| CASA | |||||
| 1505 E 17TH ST SUITE 214 | SANTA ANA | CA | 92705 | ADVOCATES FOR TROUBLED YOUTHS. | $10,000 |
| CASA OF LOS ANGELES | |||||
| 201 CENTRE PLAZA DR ROOM 1100 | MONTEREY PARK | CA | 91754 | MOBILIZE COMMUNITY VOLUNTEERS TO ADVOCATE FOR ABUSED AND NEGLECTED CHILDREN. | $10,000 |
| CASA COLINA | |||||
| 255 E BONITA AVE PO BOX 6001 | POMONA | CA | 91769 | REHABILITATION CENTER FOR THE PHYSICALLY DISABLED AND INJURED. | $4,000 |
| CASA TERESA | |||||
| PO BOX 429 | ORANGE | CA | 92856 | PROVIDE TEMPORARY HOME AND ONGOING SUPPORT FOR PREGNANT WOMEN 18 AND OVER WHO ARE HOMELESS. | $1,000 |
| CENTER FOR ALASKAN COASTAL STUDIES | |||||
| 708 SMOKEY BAY WAY | HOMER | AK | 99603 | CARL E. WYNN NATURE CENTER WILDLIFE PROJECT IN ALASKA & SALARY SUPPLEMENT. | $128,000 |
| CHILDREN'S BUREAU OF SOUTHERN CALIFORNIA ORANGE COUNTY DIVISION | |||||
| 50 S ANAHEIM BLVD SUITE 241 | ANAHEIM | CA | 92805 | PREVENTION AND TREATMENT OF ABUSED CHILDREN. | $1,000 |
| CHILDREN'S BURN FOUNDATION | |||||
| 5000 VAN NUYS BLVD SUITE 450 | SHERMAN OAKS | CA | 91403 | TREAT CHILDREN WITH SEVERE BURNS. | $2,000 |
| CHILDREN'S HOSPITAL FOUNDATION OF ORANGE COUNTY | |||||
| 1201 W LA VETA AVE | ORANGE | CA | 92868 | PEDIATRIC MEDICAL PROGRAMS. | $25,000 |
| CHILDREN'S MUSEUM AT LA HABRA | |||||
| 301 S EUCLID ST | LA HABRA | CA | 90631 | ENCOURAGE ENTHUSIASM ABOUT LEARNING IN A HANDS-ON ENVIRONMENT. | $1,000 |
| CHILDREN OF THE NIGHT | |||||
| 14530 SYLVAN ST | VAN NUYS | CA | 91411 | HELP FOR CHILD PROSTITUTION. | $15,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||
| 4650 SUNSET BLVD MAIL STOP 29 | LOS ANGELES | CA | 90027 | PEDIATRIC MEDICAL PROGRAMS. | $15,000 |
| CHILDREN YOUTH & FAMILY COLLABORATIVE (CYFC) | |||||
| 1200 W 37TH PI | LOS ANGELES | CA | 90007 | ADVANCE EDUCATION OF POST-EMANCIPATION OUTCOMES FROM FOSTER CARE. | $1,000 |
| CITRUS VALLEY HEALTH FOUNDATION | |||||
| 1115 S SUNSET BLVD | WEST COVINA | CA | 91790 | HOSPITAL PROGRAMS - DESIGNATED FOR WEST COVINA FACILITY. | $25,000 |
| CITY OF HOPE | |||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | CANCER RESEARCH. | $5,000 |
| CLARE FOUNDATION | |||||
| 909 PICO BLVD | SANTA MONICA | CA | 90405 | TREATMENT AND RECOVERY SERVICES FOR ALCOHOLISM AND SUBSTANCE ABUSE. | $1,000 |
| COLLEGE SUMMIT | |||||
| 5601 W SLAUSON AVE SUITE 265 | CULVER CITY | CA | 90230 | WORK WITH LOW INCOME HIGH SCHOOLS TO INCREASE ENROLLMENT. | $1,000 |
| CONVALESCENT AID SOCIETY | |||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | PROVIDES FREE LOAN OF MEDICAL EQUIPMENT. | $2,000 |
| DAVID AND MARGARET YOUTH & FAMILY SERVICE | |||||
| 1350 THIRD ST | LA VERNE | CA | 91750 | ABUSED AND BATTERED SHELTER. | $10,000 |
| THE DISCOVERY EYE FOUNDATION | |||||
| 6222 WILSHIRE BLVD SUITE 260 | LOS ANGELES | CA | 90048 | SUPPORT RESEARCH, EDUCATION AND ADVOCACY RELATED TO SIGHT-THREATENING EYE DISEASES. | $1,000 |
| DOWNTOWN WOMEN'S CENTER | |||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | HOUSING AND MEALS FOR HOMELESS WOMEN. | $2,000 |
| DOWN SYNDROME ASSOCIATION OF ORANGE COUNTY | |||||
| 1451 QUAIL ST SUITE 110 | NEWPORT BEACH | CA | 92626 | EMPOWER INDIVIDUALS WITH DOWN SYNDROME. | $1,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | PROVIDES SERVICES TO CHILDREN AND ADULTS WHO ARE CHALLENGED WITH DEVELOPMENTAL LEARNING. | $7,000 |
| EXCEPTIONAL MINDS | |||||
| 13400 RIVERSIDE DR SUITE 211 | SHERMAN OAKS | CA | 91423 | PROGRAM FOR AUTISTIC. | $1,000 |
| FAMILIES FORWARD | |||||
| 8 THOMAS | IRVINE | CA | 92618 | HOUSING AND SERVICES TO FAMILIES IN CRISIS. | $1,000 |
| FAMILY SUPPORT NETWORK | |||||
| 1015 S PLACENTIA AVE | FULLERTON | CA | 92831 | PROVIDES RESOURCES & SERVICES TO CHILDREN WITH SPECIAL NEEDS. | $1,000 |
| FOOD BANK OF SOUTHERN CALIFORNIA | |||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | FOOD FOR THE POOR. | $5,000 |
| FOOD ON FOOT | |||||
| 9663 SANTA MONICA BLVD 743 | BEVERLY HILLS | CA | 90210 | PROVIDES THE POOR AND HOMELESS OF LOS ANGELES WITH MEALS, CLOTHING, JOB OPPORTUNITIES & ASSISTANCE IN TRANSITION TO EMPLOYMENT. | $1,000 |
| FOOTHILL FAMILY SERVICE | |||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | EMPOWER CHILDREN AND FAMILIES TO OVERCOME CHALLENGES AND ACHIEVE SUCCESS IN RELATIONSHIPS, SCHOOL, ETC. | $2,000 |
| THE FOOTHILL PRESBYTERIAN HOSPITAL | |||||
| 250 S GRAND AVE | GLENDORA | CA | 91741 | HOSPITAL PROGRAMS. | $50,000 |
| FOOTHILL UNITY CENTER | |||||
| 415 W CHESTNUT | MONROVIA | CA | 91016 | FOOD DISTRIBUTION TO THE NEEDY AND HUNGRY. | $8,000 |
| FOUNDATION FOR GLENDORA UNIFIED SCHOOLS (GEF) | |||||
| 417 W FOOTHILL BLVD SUITE B324 | GLENDORA | CA | 91741 | FINANCIAL SUPPORT TO STUDENTS AND COORDINATION WITH CITRUS CHRISTMAS PROGRAM. | $3,000 |
| FRESH START SURGICAL GIFTS | |||||
| 2011 PALOMAR RD SUITE 206 | CARLSBAD | CA | 92009 | PROVIDES FREE RECONSTRUCTIVE SURGERIES & MEDICAL TREATMENTS TO DISADVANTAGED YOUTH WITH PHYSICAL DEFORMATIES. | $1,000 |
| FRIENDS OF THE HOMER PUBLIC LIBRARY | |||||
| 500 HAZEL AVE | HOMER | AK | 99603 | VOLUNTEER SUPPORT FOR LIBRARY PROGRAMS AND SERVICES. | $35,000 |
| FRISTERS | |||||
| 17971 SKY PARK CIRCLE SUITE B | IRVINE | CA | 92614 | SUPPORT AND EDUCATION TO YOUNG MOMS AGE 13-25. | $1,000 |
| THE FROSTIG CENTER | |||||
| 971 N ALTADENA DR | PASADENA | CA | 91107 | RESEARCH RE: CAUSES/EFFECTS OF LEARNING DISABILITIES. | $1,000 |
| THE GIRLS AGAINST ABUSE FOUNDATION | |||||
| 41682 CROWN CANYON COURT | MURRIETA | CA | 92562 | HELPS WOMEN AND YOUTH RECOVER FROM ABUSE AND MISTREATMENT. | $10,000 |
| GIRL SCOUTS OF GREATER LOS ANGELES | |||||
| 801 S GRAND AVE SUITE 300 | LOS ANGELES | CA | 90017 | AFTER SCHOOL ENRICHMENT PROGRAM FOR AT-RISK GIRLS. | $1,000 |
| THE GIVING SPIRIT | |||||
| 11908 MONTANA AVE 205 | LOS ANGELES | CA | 90049 | ASSEMBLY & DISTRIBUTION OF DUFFEL BAG & BACKPACK SURVIVAL KITS TO HOMELESS POPULATION. | $1,000 |
| GLENDORA PUBLIC LIBRARY FRIENDS FOUNDATION | |||||
| 140 S GLENDORA AVE | GLENDORA | CA | 91741 | COMMUNITY LIBRARY. | $10,000 |
| GOOD SHEPHERD SHELTER | |||||
| 2561 W VENICE BLVD | LOS ANGELES | CA | 90019 | SERVING BATTERED WOMEN AND THEIR CHILDREN. | $5,000 |
| GUIDE DOGS OF AMERICA | |||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | PROVIDES GUIDE DOGS TO BLIND INDIVIDUALS 16 YRS. OF AGE AND OLDER FREE OF CHARGE. | $3,500 |
| GUIDE DOGS FOR THE BLIND | |||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | EMPOWERS LIVES OF THE BLIND. | $25,000 |
| GUIDE DOGS OF THE DESERT | |||||
| PO BOX 1692 | PALM SPRINGS | CA | 92263 | PROVIDES TRAINED GUIDE DOGS FOR THE BLIND. | $3,500 |
| HARRIETT BUHAI CENTER FOR FAMILY LAW | |||||
| 3250 WILSHIRE BLVD SUITE 710 | LOS ANGELES | CA | 90010 | FAMILY LAW ASSISTANCE TO LOW-INCOME FAMILIES IN L.A. COUNTY. | $2,000 |
| HART COMMUNITY HOMES INC | |||||
| 208 N LEMON ST | FULLERTON | CA | 92832 | ASSIST YOUTH IN EMANCIPATING OUT OF FOSTER CARE AND PROVIDE THEM WITH LIFE SKILLS. | $1,000 |
| HEAR CENTER | |||||
| 301 E DEL MAR BLVD | PASADENA | CA | 91101 | HELPS INDIVIDUALS WITH HEARING LOSS OR SPEECH AND LANGUAGE IMPAIRMENTS. | $1,000 |
| HELP CO HNF (HEREDITARY NEUROTHERAPY FOUNDATION) | |||||
| 432 PARK AVE SOUTH - 4TH FLOOR | NEW YORK | NY | 10016 | RESEARCH TO FIND A CURE FOR CMT, A DISEASE THAT AFFECTS THE PERIPHERAL NERVES CAUSING THE MUSCLES TO EVENTUALLY ATROPHY. | $15,000 |
| HELPLINE YOUTH COUNSELING INC | |||||
| 12440 E FIRESTONE BLVD STE 1000 | NORWALK | CA | 90650 | SERVICES TO YOUTH AND FAMILIES. | $1,000 |
| HOAG HOSPITAL FOUNDATION | |||||
| 500 SUPERIOR AVE SUITE 350 | NEWPORT BEACH | CA | 92263 | HOSPITAL PROGRAMS. | $10,000 |
| HOMEWORK HOUSE | |||||
| PO BOX 0993 | AZUSA | CA | 91702 | NEIGHBORHOOD BASED LEARNING CENTER IN AZUSA, CA FOR AT-RISK CHILDREN. | $2,000 |
| HOMER SOCIETY OF NATURAL HISTORY INC PRATT MUSEUM | |||||
| 3779 BARTLETT ST | HOMER | AK | 99603 | EDUCATIONAL PROGRAMS AND REMOTE CAMERA PROGRAM. | $35,000 |
| HOPE HELPING OTHERS PREPARE FOR ETERNITY | |||||
| 11022 ACACIA PARKWAY SUITE C | GARDEN GROVE | CA | 92840 | PROVIDES A MYRIAD OF SERVICES TO ABANDONED OR ABUSED WOMEN AND CHILDREN. | $1,000 |
| HOUSE OF RUTH | |||||
| PO BOX 459 | CLAREMONT | CA | 91711 | BATTERED WOMEN AND CHILDREN. | $1,000 |
| HUNTINGTON HOSPITAL | |||||
| 100 W CALIFORNIA BLVD | PASADENA | CA | 91109 | HOSPITAL PROGRAMS. | $5,000 |
| INTERVENTION CENTER FOR EARLY CHILDHOOD | |||||
| 16269 LAGUNA CANYON RD | IRVINE | CA | 92618 | AT-RISK CHILDREN'S PROGRAMS. | $1,000 |
| JEWISH BIG BROTHERS & SISTERS | |||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PROGRAMS FOR AT-RISK CHILDREN. | $1,000 |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||
| 3801 E WILLOW SI | LONG BEACH | CA | 90815 | SOCIAL SERVICES AND HEALTH PROGRAMS. | $1,000 |
| JOHN TRACY CLINIC | |||||
| 806 W ADAMS BLVD | LOS ANGELES | CA | 90007 | PROVIDES SERVICES TO CHILDREN WITH HEARING LOSS. | $1,000 |
| JOHN WAYNE CANCER INSTITUTE AT ST JOHN'S HEALTH CENTER | |||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | CANCER RESEARCH. | $1,000 |
| JUMPSTART OF SOUTHERN CALIFORNIA | |||||
| 1625 W OLYMPIC SUITE 1050 | LOS ANGELES | CA | 90015 | EARLY EDUCATION FOR PRE-SCHOOL CHILDREN. | $1,000 |
| KIDSPACE CHILDREN'S MUSEUM | |||||
| 480 N ARROYO BLVD | PASADENA | CA | 91103 | HANDS-ON SCIENCE, ART AND CULTURAL BASED PROGRAMS. | $2,000 |
| KIPP LA PREP | |||||
| 4800 E CESAR CHAVEZ AVE | LOS ANGELES | CA | 90022 | PREPARE LOW INCOME STUDENTS WITH SKILL, WORK HABITS AND TRAITS NECESSARY FOR SUCCESS IN SCHOOL. | $5,000 |
| KOCE-TV | |||||
| 3080 BRISTOL ST 400 | COSTA MESA | CA | 92626 | PUBLIC TELEVISION BROADCASTING. | $1,000 |
| LA KITCHEN | |||||
| P O BOX 31345 | LOS ANGELES | CA | 90031 | PROVIDES FOOD TO HOMELESS. | $1,000 |
| LA GOAL | |||||
| 4911 OVERLAND BLVD | CULVER CITY | CA | 90230 | EDUCATIONAL, VOCATIONAL, LIFE SKILLS, ARTS AND COUNSELING PROGRAMS. | $1,000 |
| LAURA'S HOUSE | |||||
| 999 CORPORATE DR SUITE 225 | LADERA RANCH | CA | 92694 | DOMESTIC VIOLENCE FOR CHILDREN | $1,000 |
| LAUREL HOUSE | |||||
| 1 HOPE DR | TUSTIN | CA | 92782 | SUPPORT TEENS IN CRISIS. | $2,000 |
| LEROY HAYNES CENTER | |||||
| 233 W BASELINE RD BOX 400 | LA VERNE | CA | 91750 | HOME FOR ABUSED/AT-RISK CHILDREN. | $5,000 |
| LIVING FREE | |||||
| PO BOX 5 | MOUNTAIN CENTER | CA | 92561 | ANIMAL PROTECTION FOR UN-ADOPTED PETS. | $5,000 |
| LONG BEACH BLAST | |||||
| 737 PINE AVE SUITE 201 | LONG BEACH | CA | 90813 | ACADEMIC MENTORING PROGRAM. | $1,000 |
| LOS ANGELES WOMEN IN MUSIC | |||||
| 11664 NATIONAL BLVD 280 | LOS ANGELES | CA | 90064 | EQUAL OPPORTUNITY FOR WOMEN AND MEN IN THE MUSIC INDUSTRY. | $1,000 |
| LOS ANGELES REGIONAL FOODBANK | |||||
| 1734 EAST 41 ST STREET | LOS ANGELES | CA | 90058 | FOODBANK FOR THE NEEDY. | $4,000 |
| MAKE A WISH OF ORANGE COUNTY & INLAND EMPIRE | |||||
| 14232 RED HILL AVE | TUSTIN | CA | 92780 | GRANTS WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. | $1,000 |
| MAMA'S KITCHEN | |||||
| 3960 HOME AVE | SAN DIEGO | CA | 92105 | VOLUNTEER-DRIVEN ORGANIZATION WHO PREPARE AND DELIVER FOOD TO INDIVIDUALS AFFECTED BY AIDS AND CANCER. | $1,000 |
| MARIPOSA WOMEN & FAMILY CENTER | |||||
| 812 W TOWN COUNTRY RD | ORANGE | CA | 92686 | WOMEN'S MENTAL HEALTH AND SUBSTANCE ABUSE. | $1,000 |
| MARY MAGDALENE PROJECT | |||||
| 7136 HASKELL AVE SUITE 125 | VAN NUYS | CA | 91406 | PROVIDES SERVICES AND INTERVENTION FOR VICTIMS OF DOMESTIC TRAFFICKING & PROSTITUTION TO PROVIDE A NEW BEGINNING. | $1,000 |
| MARYVALE | |||||
| 7600 E GRAVES AVE | ROSEMEAD | CA | 91770 | PROVIDES BASIC & ADVANCED COMPUTER SKILLS TO ABUSED & NEGLECTED GIRLS AND YOUNG WOMEN. | $1,000 |
| MEMORIAL MEDICAL CENTER FOUNDATION | |||||
| 2801 ATLANTIC AVE | LONG BEACH | CA | 90801 | HOSPITAL PROGRAMS. | $10,000 |
| METHODIST HOSPITAL OF SOUTHERN CALIFORNIA | |||||
| 300 W HUNTINGTON DR | ARCADIA | CA | 91007 | HOSPITAL PROGRAMS. | $1,000 |
| MIDNIGHT MISSION | |||||
| 601 S SAN PEDRO ST | LOS ANGELES | CA | 90014 | SERVICES TO LOS ANGELES REGION'S HOMELESS AND LOW INCOME PEOPLE. | $2,000 |
| NANCY YEARY WOMEN'S CANCER RESEARCH FOUNDATION | |||||
| 351 HOSPITAL RD SUITE 506 | NEWPORT BEACH | CA | 92663 | WOMEN'S CANCER RESEARCH. | $3,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY SOUTHERN CALIFORNIA & NEVADA CHAPTER | |||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90065 | PROVIDES FUNDS TO TRY TO CURE MS. | $1,000 |
| NEW HORIZONS CAREGIVERS GROUP | |||||
| 3129 S HACIENDA BLVD 809 | HACIENDA HEIGHTS | CA | 91745 | GENERAL EDUCATION FOR THE DISADVANTAGED. | $1,000 |
| NEW VILLAGE GIRLS ACADEMY | |||||
| 147 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | CHARTER HIGH SCHOOL FOR SEVERELY CHALLENGED AT-RISK GIRLS FROM DOWNTOWN L.A. | $2,500 |
| OLIVE CREST ABUSED CHILDREN'S FOUNDATION | |||||
| 2130 E FOURTH ST SUITE 200 | SANTA ANA | CA | 92705 | PROGRAM FOR ABUSED CHILDREN. | $10,000 |
| OPERATION SAFE HOUSE | |||||
| 9685 HAYES ST | RIVERSIDE | CA | 92503 | PROGRAMS FOR ABUSED CHILDREN. | $2,000 |
| ORANGE COUNTY ARC | |||||
| 225 W CARL KARCHER WAY | ANAHEIM | CA | 92801 | CENTER FOR DEVELOPMENTALLY DISABLED. | $6,000 |
| ORANGE COUNTY CHILD ABUSE PREVENTION CENTER | |||||
| 500 S MAIN SUITE 1100 | ORANGE | CA | 92868 | CHILD ABUSE PROGRAMS. | $5,000 |
| ORANGEWOOD CHILDREN'S FOUNDATION | |||||
| 1575 EAST 17TH STREET | SANTA ANA | CA | 92705 | HOME FOR HOMELESS CHILDREN. | $15,000 |
| OUR HOUSE | |||||
| 1950 SAWTELLE BLVD SUITE 255 | LOS ANGELES | CA | 90025 | PROVIDES GRIEF SUPPORT, SERVICES, EDUCATION AND RESOURCES. | $2,500 |
| PF BRESEE FOUNDATION | |||||
| 184 S BIMINI PI | LOS ANGELES | CA | 90004 | COMMUNITY & YOUTH DEVELOPMENT, HEALTH SERVICES & URBAN LEADERSHIP TRAINING. | $1,000 |
| PEDIATRIC-ADOLESCENT DIABETES RESEARCH & EDUCATION FOUNDATION | |||||
| 1201 W LA VETA ST | ORANGE | CA | 92868 | PROGRAMS FOR CHILDREN WITH TYPE 1 DIABETES. | $1,000 |
| PEPPERMINT RIDGE | |||||
| 825 MAGNOLIA AVE | CORONA | CA | 91719 | RESIDENTIAL PROGRAM FOR DEVELOPMENTALLY DISABLED. | $60,000 |
| PEPPERMINT RIDGE | |||||
| 825 MAGNOLIA AVE | CORONA | CA | 91719 | SUPPORT FOR WYNN HOME - RECREATIONAL AND MAINTENANCE FUNDS. | $20,000 |
| PETER MICHAEL FOUNDATION | |||||
| 1 GATE SIX ROAD BLDG B SUITE 201 | SAUSALITO | CA | 94965 | TOOLS AND TECHNOLOGIES FOR THE IDENTIFICATION, TREATMENT & EXPANSION OF PROSTATE CANCER. | $1,000 |
| POMONA COLLEGE | |||||
| 550 N COLLEGE AVE | CLAREMONT | CA | 91711 | EDUCATION PROGRAMS. | $1,000 |
| POPS PRATT MUSEUM | |||||
| PO BOX 2305 | HOMER | AK | 99603 | SUPPORTS THE PRATT MUSEUM. | $60,000 |
| POMONA VALLEY HOSPITAL MEDICAL CENTER FOUNDATION | |||||
| 1798 N GAREY AVE | POMONA | CA | 91767 | HOSPITAL PROGRAMS. | $1,000 |
| PVW (POMONA VALLEY WORKSHOP) | |||||
| 4650 BROOKS ST | MONTCLAIR | CA | 91763 | PROGRAMS THAT PROVIDE SPECIALIZED TRAINING & EDUCATION OPPORTUNITIES FOR THE DISABLED. | $1,000 |
| PROJECT ACCESS | |||||
| 3900 BIRCH ST SUITE 113 | NEWPORT BEACH | CA | 92660 | HEALTH, EDUCATION AND SOCIAL SERVICES SERVING FAMILIES LIVING IN LOW INCOME HOUSING. | $1,000 |
| PROJECT DIGNITY | |||||
| 12020 CHAPMAN AVE PMB257 | GARDEN GROVE | CA | 92840 | PHYSICAL, EMOTIONAL AND SPIRITUAL ASSITANCE TO THE HOMELESS. | $1,000 |
| PROVIDENCE SPEECH AND HEARING CENTER | |||||
| 1301 PROVIDENCE AVE | ORANGE | CA | 92868 | SPECIALIZED PROGRAMS ADDRESSING AUDITORY, SPEECH AND LANGUAGE. | $1,000 |
| RAMONA CONVENT SECONDARY SCHOOL | |||||
| 1701 W RAMONA RD | ALHAMBRA | CA | 91803 | PRIVATE CATHOLIC COLLEGE PREPARATORY SCHOOL FOR GIRLS. | $1,000 |
| RANCHO SANTA ANA BOTANIC GARDEN AT CLAREMONT | |||||
| 1500 N COLLEGE AVE | CLAREMONT | CA | 91711 | EDUCATIONAL PROGRAMS AND OVERALL IMPROVEMENTS. | $8,000 |
| REACH OUT AND READ | |||||
| 10 CAROLYN WAY | MISSION HILLS | CA | 91345 | PREPARES OUR YOUNGEST CHILDREN TO SUCCEED IN SCHOOL. | $1,000 |
| RETURN TO FREEDOM | |||||
| PO BOX 926 | LOMPOC | CA | 93438 | PROTECTION OF WILD HORSE HERDS. | $1,000 |
| THE RICHSTONE FAMILY CENTER | |||||
| 13620 CORDARY AVE | HAWTHORNE | CA | 90250 | PREVENTING AND TREATING CHILD ABUSE. | $5,000 |
| SAFE ALTERNATIVES FOR EVERYONE | |||||
| 28816 PUJOL ST | TEMECULA | CA | 92590 | SERVICES FOR INDIVIDUALS WHO HAVE EXPERIENCES OR ARE AT RISK OF ABUSE. | $1,000 |
| SANCTUARY OF HOPE | |||||
| PO BOX 431038 | LOS ANGELES | CA | 90043 | SUPPORTS EMANCIPATED FOSTER YOUTH. | $1,000 |
| SAN GABRIELPOMONA PARENTS' PLACE | |||||
| 1500 S HYACINTH AVE SUITE B | WEST COVINA | CA | 91791 | PROVIDES EDUCATION AND COMMUNITY RESOURCES TO FAMILIES WITH CHILDREN WITH SPECIAL NEEDS. | $1,000 |
| SANTA BARBARA BOTANICAL GARDEN | |||||
| 1212 MISSION CANYON RD | SANTA BARBARA | CA | 93105 | ADVANCE KNOWLEDGE AND UNDERSTANDING OF PLANT LIFE. | $1,000 |
| SCHOOL ON WHEELS | |||||
| PO BOX 23371 | VENTURA | CA | 93002 | EDUCATION OPPORTUNITIES FOR HOMELESS CHILDREN. | $1,000 |
| SECOND HARVEST FOOD DISTRIBUTION CENTER OF ORANGE COUNTY | |||||
| 8014 MAXINE WAY | IRVINE | CA | 92618 | PROGRAMS TO FEED THE HUNGRY. | $7,500 |
| SENECA FAMILY OF AGENCIES & KINSHIP CENTER | |||||
| 18302 IRVINE BLVD 300 | IRVINE | CA | 92780 | SERVE ABUSED AND NEGLECTED CHILDREN AND THEIR FAMILIES. | $2,000 |
| SERENITY INFANT CARE HOMES INC | |||||
| 600 S GRAND AVE | COVINA | CA | 91724 | SUPPLIES QUALITY FOSTER CARE HOMES FOR ABUSED, ABANDONED AND NEGLECTED CHILDREN IN SOUTHERN CALIFORNIA. | $1,000 |
| SERVE THE PEOPLE | |||||
| 1206 E 17TH STREET SUITE 101 | SANTA ANA | CA | 92701 | PROVIDES PHYSICAL, MENTAL, EMOTIONAL AND MENTORING NEEDS OF THE POOR. | $1,000 |
| SHAWL | |||||
| PO BOX 948 | SAN PEDRO | CA | 90733 | RESIDENCE, SUBSTANCE ABUSE AND RELATED TREATMENTS FOR HOMELESS WOMEN. | $20,000 |
| SHOES THAT FIT | |||||
| 1420 N CLAREMONT BLVD SUITE 107B | CLAREMONT | CA | 91711 | SHOES AND CLOTHING FOR INDIGENT SCHOOL CHILDREN. | $1,000 |
| SPECIAL OLYMPICS SOUTHERN CALIFORNIA | |||||
| PO BOX 359 | SUN CITY | CA | 92586 | OLYMPICS FOR THE HANDICAPPED. | $1,000 |
| SPEECH AND LANGUAGE DEVELOPMENT CENTER | |||||
| 8699 HOLDER | BUENA PARK | CA | 90620 | ASSIT CHILDREN AND ADULTS WITH SPECIAL NEEDS. | $1,000 |
| ST ANNE'S | |||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | RESIDENTIAL PROGRAM TO PROVIDE A SAFE HOME DURING PREGNANCY. | $1,000 |
| ST FRANCIS MEDICAL CENTER FOUNDATION | |||||
| 3630 E IMPERIAL HIGHWAY | LYNWOOD | CA | 90262 | HOSPITAL PROGRAMS. | $1,000 |
| SPARK PROGRAM | |||||
| 315 W NINTH ST SUITE 313 | LOS ANGELES | CA | 90015 | PROVIDE LIFE-CHANGING APPRENTICESHIPS TO YOUTH IN UNDERSERVED COMMUNITIES. | $1,000 |
| STAR INC | |||||
| PO BOX 1075 | TORRANCE | CA | 90505 | CARE FOR THE DEVELOPMENTALLY DISABLED AND RESIDENTIAL PROGRAM. | $105,000 |
| UNION STATION HOMELESS SERVICES | |||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | SERVICES FOR THE HOMELESS. | $2,000 |
| VALLEY WOMEN'S CENTER | |||||
| 22110 ROSCOE BLVD SUITE 204 | CANOGA PARK | CA | 91304 | PROVIDE SERVICES TO WOMEN AND FAMILIES AT RISK FOR ALCOHOL & DRUG ABUSE & DOMESTIC VIOLENCE. | $5,000 |
| VALLEY VILLAGE | |||||
| 20830 SHERMAN WAY | WINNETKA | CA | 91306 | PROTECT FOSTER AND ADVANCE THE RIGHTS AND INTERESTS OF PEOPLE WITH DEVELOPMENTAL DISABILITIES. | $1,000 |
| VENICE FAMILY CLINIC | |||||
| 604 ROSE AVE | VENICE | CA | 90291 | PROVIDE FREE, QUALITY HEALTH CARE TO PEOPLE IN NEED. | $1,000 |
| VILLA ESPERANZA SERVICES | |||||
| 2116 E VILLA SI | PASADENA | CA | 91107 | RESIDENTIAL PROGRAM FOR DEVELOPMENTALLY DISABLED. | $1,000 |
| VISITING NURSE ASSOCIATION & HOSPICE OF SOUTHERN CALIFORNIA | |||||
| 150 W FIRST ST SUITE 270 | CLAREMONT | CA | 91711 | PROVIDE CARE FOR THE ILL AND DISABLED IN THE CORNMUNITY WHO ARE UNDER-INSURED AND/OR NOT COVERED AND HAVE NO MEANS TO PAY FOR CARE. | $1,000 |
| VOLUNTEER CENTER SOUTH BAY - LONG BEACH | |||||
| 1230 CRAVENS AVE | TORRANCE | CA | 90501 | VARIOUS VOLUNTEER PROGRAMS FOR DISADVANTAGED CHILDREN. | $8,000 |
| WOMEN'S SHELTER OF LONG BEACH | |||||
| PO BOX 32107 | LONG BEACH | CA | 90802 | ELIMINATES DOMESTIC VIOLENCE - MONEY TO BE APPLIED TO CHILDREN'S SERVICES PROGRAM. | $1,000 |
| YMCA OF SAN GABRIEL VALLEY | |||||
| 1603 S STIMSON AVE | HACIENDA HEIGHTS | CA | 91745 | FAMILY AND YOUTH PROGRAMS. | $1,000 |
| YOUNG & HEALTHY | |||||
| PO BOX 93397 | PASADENA | CA | 91109 | HEALTH CARE SERVICES FOR LOW INCOME AND UNDER OR UNINSURED CHILDREN. | $1,000 |
| ZOOLOGICAL SOCIETY OF SAN DIEGO | |||||
| PO BOX 120551 | SAN DIEGO | CA | 92112 | PROTECTION AND EXHIBITION OF ANIMALS, PLANTS AND THEIR HABITATS. | $1,500 |
| 1736 FAMILY CRISIS CENTER | |||||
| 2116 ARLINGTON AVE SUITE 200 | LOS ANGELES | CA | 90018 | HOMELESS RUNAWAY YOUTH, BATTERED WOMEN AND THEIR CHILDREN. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,166,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $782,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $783,202 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,565,968 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,565,968 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $20,530 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,530 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | SOFTWARE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2014-03-20 | AcquiredCompletedOrExpendedDt |
| Amortized | $127 | AmortizedAmt |
| Amortization Period | 36.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $32 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $32 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2005-09-21 | $1,704 | $1,704 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2008-05-05 | $678 | $339 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2014-03-20 | $1,045 | 200DB | 5.000000000000 | $209 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - CORPORATE BONDS | $6,927,003 | $6,903,190 |
| FIXED INCOME - LONG TERM CD'S | $1,148,805 | $1,150,978 |
| FIXED INCOME - BOND FUNDS | $1,006,166 | $972,344 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $6,826,808 | $11,870,811 |
| EQUITIES FUNDS | $3,677,209 | $4,856,443 |
| OTHERS - REITS | $494,987 | $894,556 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $894,990 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $888,912 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER EQUIPMENT | $1,045 | $209 | $836 |
| SOFTWARE | $127 | $32 | $95 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $1,107 | $0 | $1,107 |
| INSURANCE | $1,575 | $0 | $1,575 |
| MEMBERSHIP FEE | $725 | $0 | $725 |
| POSTAGE | $98 | $0 | $98 |
| STATE FILING FEES | $160 | $0 | $160 |
| AMORTIZATION | $32 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $166,039 | Amt |
| Net Investment Income | $166,039 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,692 | $3,692 | $0 |
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $32,500 | $0 | $0 |