LINDEMANN FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LINDEMANN FOUNDATION INC (EIN 13-6140249)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349100514
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T08:18:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 136140249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindemann Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbara T Lindemann | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $1,789,442 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $170 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $170 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,814,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,186 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,088 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,736 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $18,143 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,143 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $822 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $351,071 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,160 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,183,038 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,609,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,683,282 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,534,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,716,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,789,442 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,534,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,716,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,534,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,716,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,534,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,716,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,534,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,023 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,716,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,716,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,814,597 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,544,411 | CostOrOtherBasisAmt |
| Gain Or Loss | $270,186 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $270,186 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,186 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,921 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,594,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,764 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,707,567 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059596 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,931 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,873,399 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049606 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,605 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,864,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055581 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,799 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,076,288 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056254 | DistributionYr5Rt |
| Total Distribution | 0.269287 | TotalDistributionRt |
| Average Distribution | 0.053857 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,679,997 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,785 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,265 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,992 | 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 | $2,785 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,785 | SubtotalAmt |
| Tax Based On Investment Income | $2,785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,185 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Barbara Lindemann | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| Blake Lindsley | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $0 |
| Bradford Schlei | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,346,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $359,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,705,581 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,705,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,584 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,679,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,785 | TotalTaxAmt |
| Distributable Before Adj | $81,215 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,215 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,215 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,992 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $96,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,785 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,207 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,998 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $96,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,998 | AppliedToYear1Amt |
| Applied To Current Year | $17,994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $63,221 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIANA YOUTH INC | |||||||
| PO BOX 92078 | LAFAYETTE | LA | 70509 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR MEDIA AND DEMOCRACY INC | |||||||
| 520 UNIVERSITY AVE STE 260 | MADISON | WI | 53703 | N/A | PC | Fix our America Program | $250 |
| CREATIVE COALITION | |||||||
| 360 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $450 |
| DIDI HIRSCH PSYCHIATRIC SERVICE | |||||||
| 4760 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | PC | General & Unrestricted | $3,500 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | Think Beyond Plastic Project | $500 |
| FILMMAKERS ALLIANCE | |||||||
| 12228 VENICE BLVD 406 | LOS ANGELES | CA | 90066 | N/A | PC | The Bohemians Project | $10,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | FSP Overload Project | $9,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | The Three Hikers Project | $2,250 |
| KATAHDIN PRODUCTIONS INC | |||||||
| 1516 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Nucker Family Documentary Project | $1,000 |
| LEVITT PAVILIONS | |||||||
| 9951 KIP DR | BEVERLY HILLS | CA | 90210 | N/A | PC | General & Unrestricted | $1,000 |
| LYNNE COHEN FOUNDATION FOR OVARIAN CANCER RESEARCH | |||||||
| PO BOX 7128 | SANTA MONICA | CA | 90406 | N/A | PC | General & Unrestricted | $100 |
| NUCLEAR AGE PEACE FOUNDATION | |||||||
| 1187 COAST VILLAGE RD STE 1 P | SANTA BARBARA | CA | 93108 | N/A | PC | General & Unrestricted | $100 |
| OUR LA | |||||||
| 2454 LYRIC AVE | LOS ANGELES | CA | 90027 | N/A | PC | General & Unrestricted | $1,000 |
| PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA INC | |||||||
| 39 S EL MOLINO AVE | PASADENA | CA | 91101 | N/A | PC | Hothouse Program | $5,000 |
| Teen Line | |||||||
| PO BOX 48750 | LOS ANGELES | CA | 90048 | N/A | PC | General & Unrestricted | $2,500 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | N/A | PC | General & Unrestricted | $100 |
| TRUSTEES OF THE UNI OF PENN - INSTItute of contemp | |||||||
| 118 S 36TH ST | PHILADELPHIA | PA | 19104 | N/A | PC | the Jason Rhoades Four Roads Exhibit | $10,000 |
| UNITED WAY INC | |||||||
| 1150 S OLIVE ST | LOS ANGELES | CA | 90015 | N/A | PC | General & Unrestricted | $28,000 |
| WESTERN JUSTICE CENTER FOUNDATION | |||||||
| 55 S GRAND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $1,700 |
| WRITERS IN TREATMENT | |||||||
| PO BOX 1745 | STUDIO CITY | CA | 91614 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $270,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $298,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,088 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY INTERMEDIATE- | $35,662 | $35,222 |
| AQR MANAGED FUTURES FUND CL I | $50,376 | $51,493 |
| AQR MOMENTUM FUND CLASS L | $220,728 | $239,177 |
| ASTON OPTIMUM MID CAP FUND CLA | $154,147 | $157,459 |
| BERWYN FUND | $52,511 | $52,513 |
| HARBOR FDS INTL FD | $63,822 | $69,631 |
| INVESCO DEVELOPING MARKETS FD | $125,749 | $125,996 |
| INVESCO INTERNATIONAL SMALL CO | $59,900 | $61,324 |
| ISHARES BARCLAYS TIPS BOND FUN | $15,969 | $15,716 |
| KEELEY FDS INC SMALL CAP VALUE | $109,296 | $121,299 |
| LEGG MASON BW ABSOLUTE RETURN | $28,901 | $29,156 |
| MAINSTAY HIGH YIELD CORPORATE | $29,028 | $29,170 |
| NUVEEN LIMITED TERM MUNI BOND | $32,231 | $32,260 |
| PHOENIX FOREIGN OPPORTUNITIES | $62,628 | $63,821 |
| RIDGEWORTH FDS SEIX FLOATING R | $28,436 | $28,594 |
| RIVERNORTH DOUBLE LINE STRATEG | $38,223 | $37,488 |
| SCHWAB FUNDAMENTAL US LG COMPA | $217,549 | $237,533 |
| TCW EMERGING MARKETS INCOME FU | $36,941 | $36,518 |
| THE TAX-EXEMPT BOND FUND OF AM | $35,709 | $35,260 |
| VANGUARD DIVIDEND APPRECIATION | $141,052 | $154,167 |
| VANGUARD SCOTTSDALE FUNDS | $31,994 | $31,757 |
| VIRTUS EMERGING MARKETS OPPTS | $39,120 | $37,728 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,527 | $11,527 | |
| Bank Charges | $108 | $108 | |
| Public Disclosure Ad | $265 | $265 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $18,143 | Amt |
| Net Investment Income | $18,143 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF EXTENSION FOR 2012 | $222 |
| 990-PF Estimated Tax for 2013 | $600 |