IRVING FEINTECH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- IRVING FEINTECH FAMILY FOUNDATION (EIN 95-4268946)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349102199
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T17:58:09-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO HAWORTH & VOGEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD SUITE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954268946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING FEINTECH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 3105530289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE NO K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY FEINTECH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105530289 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS LAUG | PreparerPersonNm |
| PTIN | P00736574 | PTIN |
| Phone | 8184936650 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,254,871 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,092 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $140 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $140 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,996 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $810 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,680 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,652 | CashBOYAmt |
| Cash EOY | $132,807 | CashEOYAmt |
| Cash EOYFMV | $132,807 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $455,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $654,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $656,218 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,121,666 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $909,790 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,465,846 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,744,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,697,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,254,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,744,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,697,147 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,744,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,697,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,744,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,697,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,744,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,697,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,697,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHARES TEVA PHARM | P | 2009-08-03 | 2014-04-02 | $53,117 | $53,380 | -$263 | -$263 |
| 1500 SHARES TEVA PHARM | P | 2011-04-01 | 2014-04-02 | $79,675 | $75,810 | $3,865 | $3,865 |
| 1435 SHARES MASIMO CORP | P | 2009-05-07 | 2014-07-25 | $29,907 | $35,778 | -$5,871 | -$5,871 |
| 1500 SHARES MASIMO CORP | P | 2011-04-01 | 2014-07-25 | $31,262 | $49,905 | -$18,643 | -$18,643 |
| 630 SHARES MASIMO CORP | P | 2011-10-20 | 2014-07-25 | $13,131 | $14,024 | -$893 | -$893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,071,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,255,056 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.636361 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $355,717 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,844,083 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092536 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $298,605 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,426,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $306,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,824,543 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108403 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $340,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,535,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.134404 | DistributionYr5Rt |
| Total Distribution | 1.058841 | TotalDistributionRt |
| Average Distribution | 0.211768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,138,649 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $452,897 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $452 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $453,349 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,064 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,180 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,180 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,276 | OverpaymentAmt |
| Applied To ES Tax | $2,276 | 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 | WENDY FEINTECH | IndividualWithBooksNm |
| Phone | 3105530289 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE SUITE K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY FEINTECH | ||||||||
| 321 SOUTH BEVERLY DRIVE SUITE K | BEVERLY HILLS | CA | 90212 | PRESIDENT & VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RONALD WILLIAM MARR | ||||||||
| 321 SOUTH BEVERLY DRIVE SUITE K | BEVERLY HILLS | CA | 90212 | SECRETARY AND TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,442,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $728,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,171,217 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,171,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,138,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,932 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,932 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $904 | TotalTaxAmt |
| Distributable Before Adj | $106,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,064 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $207,662 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,826 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $115,685 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,911,737 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,568,711 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,064 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,964 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,964 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,533,747 | 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 | $172,698 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,361,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,826 | ExcessFromYear4Amt |
| Excess From Year3 | $115,685 | ExcessFromYear3Amt |
| Excess From Year2 | $166,801 | ExcessFromYear2Amt |
| Excess From Year1 | $1,911,737 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFIPO | |||||||
| 9911 WEST PICO BLVD STE 505 | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,750 |
| CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $17,679 |
| CERRITOS COLLEGE FOUNDATION | |||||||
| 11110 ALONDRA BLVD | NORWALK | CA | 90650 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $700 |
| FROM THE HEART | |||||||
| 1455 MANDALAY BEACH ROAD | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $625 |
| THE HARMONY PROJECT | |||||||
| 817 VINE STREET SUITE 212 | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,500 |
| THE HEART FOUNDATION | |||||||
| 31822 VILLAGE CENTER RD 208 | WESTLAKE VILLAGE | CA | 91361 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $12,500 |
| TOWER CANCER RESEARCH FUND | |||||||
| 9090 WILSHIRE BLVD SUITE 350 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,254 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,742 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,191 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $1,620 | Amt |
| Net Investment Income | $810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $810 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $909,790 | BookValueAmt |
| EOYFMV | $1,465,846 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $140 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $140 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSE | CategoryTxt |
| Amt | $60 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |