THE LEWIS GREENWOOD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LEWIS GREENWOOD FOUNDATION (EIN 77-0527064)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-15
- IRS object ID
- 201431359349101333
- Schema version
- 2013v3.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-15T09:08:14-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fulton & Meyer | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16030 VENTURA BLVD STE 240 | AddressLine1 |
| City | Encino | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770527064 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEWIS GREENWOOD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 7603333355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34816 STACCATO STREET | AddressLine1 |
| City | PALM DESERT | City |
| State | CA | State |
| ZIP Code | 92211 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA GREENWOOD | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W ERIC FULTON | PreparerPersonNm |
| PTIN | P01414451 | PTIN |
| Phone | 8185014421 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,466,845 | 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 | $257,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $484,312 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,412 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,791 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,791 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $260,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,527 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $554 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $554 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,920 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,239 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,239 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,067 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $87,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $603,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $603,177 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $94,477 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $94,477 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,904,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $334,347 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $334,347 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,174,693 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $650,164 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $650,164 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $3,784,680 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,784,680 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,167,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,466,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,466,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,167,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,466,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,167,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,466,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,167,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,466,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,167,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,260,939 | OtherIncreasesAmt |
| Subtotal | $5,468,910 | SubtotalAmt |
| Other Decreases | $2,065 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,466,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,412 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $198,272 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,167,224 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,928,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $732,649 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04143 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $702,671 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,985 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $702,351 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12243 | DistributionYr5Rt |
| Total Distribution | 0.24996 | TotalDistributionRt |
| Average Distribution | 0.04999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $395,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,767 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,605 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,372 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $219,780 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,605 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,605 | SubtotalAmt |
| Tax Based On Investment Income | $2,605 | TaxBasedOnInvestmentIncomeAmt |
| Backup Withholding Withheld | $327 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $327 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $2,317 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA GREENWOOD PRESIDENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7603333355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34816 STACCATO STREET | AddressLine1 |
| City | PALM DESERT | City |
| State | CA | State |
| ZIP Code | 92211 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RITA GREENWOOD | ||||||
| 34816 STACCATO ST | PALM DESERT | CA | 92211 | President | 1.00 | $0 |
| MEL ABALLE | ||||||
| 69718 CAMPANA COURT | RANCHO MIRAGE | CA | 92270 | CFO | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $401,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $401,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $395,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,605 | TotalTaxAmt |
| Distributable Before Adj | $17,165 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,165 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,780 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,780 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,605 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,165 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $85,985 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,750 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $373,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,780 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,615 | RemainingDistriFromCorpusAmt |
| Total Corpus | $576,200 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,985 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $490,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,500 | ExcessFromYear4Amt |
| Excess From Year3 | $30,350 | ExcessFromYear3Amt |
| Excess From Year2 | $36,750 | ExcessFromYear2Amt |
| Excess From Year1 | $200,000 | ExcessFromYear1Amt |
| Excess From Current Year | $202,615 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LEWIS GREENWOOD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69-653 CAMINO DE LAS BRISAS | AddressLine1 |
| City | CATHEDRAL CITY | City |
| State | CA | State |
| ZIP Code | 92234 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7602026684 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING WITH ALL SUPPORTING DOCUMENTATION EXPLAINING THE CHARITABLE REASON FOR THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 31ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUESTS CAN NOT BE FOR MORE THAN $5,000 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF VENTURA | |||||||
| 445 ROSEWOOD SUITE Q | CAMARILLO | CA | 93010 | NONE | 501(C)(3) | CHARITABLE | $25,000 |
| STAND WITH US-ISRAEL EMERGENCY ALLI | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| COACHELLA VALLEY BRIDGE FOUNDATION | |||||||
| 75-410 GERALD FORD DR | PALM DESERT | CA | 92211 | NONE | 501(C)(3) | CHARITABLE | $2,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2186 KNOLL DR STE A | VENTURA | CA | 93003 | NONE | 501(C)(3) | CHARITABLE | $1,000 |
| SINGLETON MOMS | |||||||
| 3370 N HAYDEN | SCOTTSDALE | AZ | 85251 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| OWIE BOW WOWIE AND FRIENDS | |||||||
| 1451 E HILLCREST DRIVE | THOUSAND OAKS | CA | 91362 | NONE | 501(C)(3) | CHARITABLE | $1,800 |
| MOORPARK FOUNDATION FOR THE ARTS | |||||||
| 33 EAST HIGH STREET | MOORPARK | CA | 93021 | NONE | 501(C)(3) | CHARITABLE | $1,500 |
| CABRILLO MUSIC THEATRE | |||||||
| 2100 THOUSAND OAKS BLVD STE B | THOUSAND OAKS | CA | 91362 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| VENTURA COUNTY SHERIFF'S FOUNDATION | |||||||
| 888 W VENTURA STE B | CAMARILLO | CA | 93010 | NONE | 501(C)(3) | CHARITABLE | $1,800 |
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||
| 1430 BROADWAY 1301 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 5333 NORTH 7TH STREET SUITE B-212 | PHOENIX | AZ | 85014 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | 501(C)(3) | CHARITABLE | $25,000 |
| GILDA'S CLUB | |||||||
| 67625 E PALM CANYON DR 7A | CATHEDRAL CITY | CA | 92234 | NONE | 501(C)(3) | CHARITY | $5,000 |
| KOSHER TROOPS | |||||||
| 8 PLEASANT RIDGE ROAD | NEW HEMPSTEAD | NY | 10977 | NONE | 501(C)(3) | CHARITY | $2,000 |
| HAVEN HILLS | |||||||
| 7112 OWENSMOUTH AVE | CANOGA PARK | CA | 91305 | NONE | 501(C)(3) | CHARITY | $1,000 |
| SOROPTOMIST HOUSE OF HOPE | |||||||
| 628 S 8TH ST | BANNING | CA | 92220 | NONE | 501(C)(3) | CHARITY | $5,000 |
| WESPARK CANCER SUPPORT CENTER | |||||||
| 13520 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | 501(C)(3) | CHARITY | $2,000 |
| BECAUSE I LOVE YOU PARENT AND YOUTH | |||||||
| 20301 HAMLIN ST | WINNETKA | CA | 91306 | NONE | 501(C)(3) | CHARITY | $1,000 |
| UNITED CEREBRAL PALSY | |||||||
| 35-325 DATE PALM DRIVE STE 139 | CATHEDRAL CITY | CA | 92234 | NONE | 501(C)(3) | CHARITY | $5,000 |
| JEWISH FEDERATION OF GREATER LOS AN | |||||||
| 19710 VENTURA BLVD 105 | WOODLAND HILLS | CA | 91364 | NONE | 501(C)(3) | CHARITY | $1,800 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | 501(C)(3) | CHARITABLE | $2,500 |
| CHABAD OF THE CONEJO INC | |||||||
| 2524 TOWNGATE RD STE H | WESTLAKE VILLAGE | CA | 91361 | NONE | 501(C)(3) | CHARITY | $1,800 |
| STATE STREET BALLET | |||||||
| 2285 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | NONE | 501(C)(3) | CHARITY | $1,000 |
| HARMONY PROJECT | |||||||
| 817 VINE ST STE 212 | LOS ANGELES | CA | 90038 | NONE | 501(C)(3) | CHARITY | $1,000 |
| CALIFORNIA MUSEUM OF ART THOUSAND O | |||||||
| 199 ODEBOLT DR | THOUSAND OAKS | CA | 91360 | NONE | 501(C)(3) | CHARITY | $500 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITY | $1,800 |
| VENTURA COUNTY JEWISH FAMILY SERVIC | |||||||
| 1915 E MAIN ST | VENTURA | CA | 93001 | NONE | 501(C)(3) | CHARITY | $1,800 |
| LOS ANGELES JEWISH FEDERAL | |||||||
| 6505 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) | CHARITY | $1,800 |
| LOS ANGELES JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | CHARITY | $1,800 |
| VENTURA COUNTY RESCUE MISSION | |||||||
| 234 E 6TH STREET | OXNARD | CA | 93030 | NONE | 501(C)(3) | CHARITY | $1,800 |
| MAZON | |||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) | CHARITY | $1,800 |
| FRED HUTCHINSON CANCER RESEARCH CEN | |||||||
| 1100 FAIRVIEW AVE | SEATTLE | WA | 98109 | NONE | 501(C)(3) | CHARITY | $10,000 |
| TEMPLE DE HIRSCH SINAI | |||||||
| 1511 EAST PIKE ST | SEATTLE | WA | 98122 | NONE | 501(C)(3) | CHARITY | $10,000 |
| STATE STREET BALLET | |||||||
| 2285 LAS POSITAS RD | SANTA BARBARA | CA | 93105 | NONE | 501(C)(3) | CHARITY | $1,000 |
| THE SHADHIKA FOUNDATION | |||||||
| 1028 VERNIER PLACE | STANFORD | CA | 94305 | NONE | 501(C)(3) | CHARITY | $1,500 |
| HEBREW UNION COLLEGE | |||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | CHARITY | $10,000 |
| HEBREW UNION COLLEGE | |||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | CHARITY | $8,000 |
| KIDS2FAMILIES | |||||||
| 18834 SE 42 STREET | ISSAQUAH | WA | 98027 | NONE | 501(C)(3) | CHARITY | $2,500 |
| THE TIM TEBOW FOUNDATION INC | |||||||
| 2220 COUNTY ROAD STE 108 PMB317 | JACKSONVILLE | FL | 32259 | NONE | 501(C)(3) | CHARITY | $10,000 |
| FOOD IN NEED OF DISTRIBUTION | |||||||
| 83775 CITRUS AVE | INDIO | CA | 92201 | NONE | 501(C)(3) | CHARITY | $5,000 |
| AMERICAN WHEELCHAIR FOUNDATION | |||||||
| 2505 ANTHEM VILLAGE DR E602 | HENDERSON | NV | 89052 | NONE | 501(C)(3) | CHARITY | $10,000 |
| WELL IN THE DESERT | |||||||
| 555 COMMERCIAL ROAD | PALM SPRINGS | CA | 92262 | NONE | 501(C)(3) | CHARITY | $10,000 |
| PHILIPPINE JESUIT FOUNDATION | |||||||
| 39 E 83RD ST | NEW YORK | NY | 10028 | NONE | 501(C)(3) | CHARITY | $10,000 |
| RANCHO MIRAGE ELEMENTARY SCHOOL | |||||||
| 42985 INDIAN TRAIL | RANCHO MIRAGE | CA | 92270 | NONE | 501(C)(3) | CHARITY | $2,500 |
| CATHOLIC ACTION FOR PEACE THROUGH S | |||||||
| 12765 W ARROYO DR | DESERT HOT SPRINGS | CA | 92240 | NONE | 501(C)(3) | CHARITY | $2,500 |
| SAFEHOUSE OF THE DESERT | |||||||
| 72710 E LYNN ST | THOUSAND PALMS | CA | 92276 | NONE | 501(C)(3) | CHARITY | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,324 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $1,412 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,115 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,412 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,527 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,920 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,920 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | ||
| FIXED INCOME | $650,164 | $650,164 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $334,347 | EOYBookValueAmt |
| EOYFMV | $334,347 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $94,477 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $94,477 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,784,680 | BookValueAmt |
| EOYFMV | $3,784,680 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $554 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $554 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL TAX WITHHOLDING | $327 |
| PRIOR YEAR FEDERAL TAX | $1,738 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $855 | $855 |
| POSTAGE | $35 | $35 |
| ROYALTIES EXPENSES | $177 | $177 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $1,791 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,791 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CA ATTORNEY GENERAL FEE | $50 | $50 |
| FOREIGN TAXES | $2,085 | $2,085 |
| STATE FEE | $10 | $10 |
| STATE FILING FEE | $20 | $20 |
| STATE TAX WITHHOLDING | $74 | $74 |