MAUE KAY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: MAUE KAY FOUNDATION (EIN 20-1777724)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-14
IRS object ID: 201331349349102433
Schema version: 2012v2.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Other Schedule2
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-14T15:06:18-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Clumeck Stern Schenkelberg & Getzoff	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	17404 Ventura Bl 2nd Floor	AddressLine1
City	Encino	City
State	CA	State
ZIP Code	91316	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	201777724	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE MAUE KAY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MAUE	NameControl
Phone	8189062230	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17404 VENTURA BLVD SECOND FLOOR	AddressLine1
City	ENCINO	City
State	CA	State
ZIP Code	91316	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JOHN KAY	Name
Title	President	Title
Date Signed	2013-05-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEPHEN N GETZOFF	Name
PTIN	P00245834	PTIN
Phone	8189062230	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return Former Public Chrty	X	InitialReturnFormerPublicChrty
Exempt PF	X	ExemptPF
FMV Assets EOY	580056	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	100450	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	9	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	9	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	9	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	12779	DividendsRevAndExpnss
Dividends Net Invst Incm	12779	DividendsNetInvstIncm
Dividends Adj Net Incm	12779	DividendsAdjNetIncm
Total Revenue And Expenses	113238	TotalRevenueAndExpenses
Total Net Investment Income	12788	TotalNetInvestmentIncome
Total Adjusted Net Income	12788	TotalAdjustedNetIncome
Other Expenses Rev And Expnss	106	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	106	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	106	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	106	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	98612	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	98612	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	98718	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	98718	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	14520	ExcessOfRevenueOverExpenses
Net Investment Income	12788	NetInvestmentIncome
Adjusted Net Income	12788	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	139317	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	146808	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	146808	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	408901	InvestmentsOtherBOY
Investments Other EOY	415930	InvestmentsOtherEOY
Investments Other EOYFMV	433248	InvestmentsOtherEOYFMV
Total Assets BOY	548218	TotalAssetsBOY
Total Assets EOY	562738	TotalAssetsEOY
Total Assets EOYFMV	580056	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	548218	CapitalStockBOY
Capital Stock EOY	562738	CapitalStockEOY
Total Net Assets BOY	548218	TotalNetAssetsBOY
Total Net Assets EOY	562738	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	548218	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	562738	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	548218	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	14520	ExcessOfRevenueOverExpenses
Subtotal	562738	Subtotal
Total Net Assets Fund Balances EOY	562738	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	256	InvestmentIncomeExciseTax
Subtotal	256	Subtotal
Tax Based On Investment Income	256	TaxBasedOnInvestmentIncome
Tax Due	256	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.MAUEKAY.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLUMECK STERN	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8189062230	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	17404 VENTURA BLVD 2ND FLOOR	AddressLine1
City	ENCINO	City
State	CA	State
ZIP Code	91316	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
RENE DE TOMBE
17404 VENTURA BLVD SECOND FL	ENCINO	CA	91316	Director	5.00	0
MICHAEL WILLIS
17404 VENTURA BLVD SECOND FL	ENCINO	CA	91316	Director	5.00	0
SHAWN KAY
17404 VENTURA BLVD SECOND FL	ENCINO	CA	91316	Director	5.00	0
JUTTA MAUE-KAY
17404 VENTURA BLVD SECOND FL	ENCINO	CA	91316	Sec, Treas, Dir	5.00	0
JOHN KAY
17404 VENTURA BLVD SECOND FL	ENCINO	CA	91316	President, Dir	5.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	142750	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	427166	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	569916	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	569916	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	8549	CashDeemedCharitable
Net Noncharitable Assets	561367	NetNoncharitableAssets
Minimum Investment Return	28068	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	28068	MinimumInvestmentReturn
Tax Based On Investment Income	256	TaxBasedOnInvestmentIncome
Total Tax	256	TotalTax
Distributable Amount Before Adj	27812	DistributableAmountBeforeAdj
Distributable Amount Before Ded	27812	DistributableAmountBeforeDed
Distributable Amount As Adjusted	27812	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	98718	ExpensesAndContributions
Qualifying Distributions	98718	QualifyingDistributions
Adj Qualifying Distributions	98718	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	27812	DistributableAmountAsAdjusted
Qualifying Distributions	98718	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	27812	AppliedToCurrentYear
Remaining Distri From Corpus	70906	RemainingDistriFromCorpus
Total Corpus	70906	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	70906	ExcessDistriCyovToNextYear
Excess From Current Year	70906	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JUTTA MAUE-KAY	ContributingManager
Contributing Manager	JOHN KAY	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
DAVID SHELDRICK WILDLIFE TR
ONE INDIANA SQUARE	INDIANAPOLIS	IN	46204	NONE	PUBLIC	WILDLIFE PROTECTION	$10,000
ORANGUTAN FOUNDATION
824 S WELLESLEY AVE	LOS ANGELES	CA	90049	NONE	PUBLIC	WILDLIFE PROTECTION	$20,000
NATURAL RESOURCES DEF COUNCIL
40 WEST 20TH STREET	NEW YORK	NY	10011	NONE	PUBLIC	ENVIRONMENTAL PROTECTION	$10,000
NATURE CONSERVANCY
4245 N Fairfax Dr Suite 100	ARLINGTON	VA	22203	NONE	PUBLIC	NATURE CONSERVATION	$1,000
MERCY CORPS
po box 2669	PORTLAND	OR	97208	NONE	PUBLIC	WAR REFUGE AND DISASTER RELIEF	$1,000
LEWA WILDLIFE CONSERVATORY
po box 7943	woodbridge	VA	22195	NONE	PUBLIC	WILDLIFE PROTECTION	$10,000
GREENPEACE
702 H Street NW Suite 300	Washington	DC	20001	NONE	PUBLIC	ENVIRONMENTAL PROTECTION	$10,000
FRIENDS OF CONSERVATION
700 COMMERCE DR 500	OAK BROOK	IL	60523	NONE	PUBLIC	WILDLIFE PROTECTION	$22,500
FOOD BANK OF SBC
4554 Hollister Ave	Santa Barbara	CA	93110	NONE	PUBLIC	ENDING HUNGER	$1,000
ELEPHANT SACNTUARY
PO Box 393	Haberwald	TN	38462	NONE	PUBLIC	WILDLIFE PROTECTION	$1,000
AMERICAN ASSISTANCE TO CAMBODIA
3714 WOODLEY ROAD NW	WASHINGTON	DC	20016	NONE	PUBLIC	DEVELOPMENT OF TEACHERS AND EDUCATION SYSTEM IN CAMBODIA	$11,112
AMNESTY INTERNATIONAL
5 Penn Plaza	NEW YORK	NY	10001	NONE	PUBLIC	HUMAN RIGHTS PROTECTION	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	98612	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$9	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$12,779	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$12,788	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	12788	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	JOHN KAY AND JUTTA MAUE-KAY	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	17404 VENTURA BLVD SECOND FL	AddressLine1
City	ENCINO	City
State	CA	State
ZIP Code	91316	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	100000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue
NY LIFE MAINSTAY FIXED DEF ANNUITY	AT COST	250000
LORD ABBETT SHORT DURATION INCOME A	AT COST	165930

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
fees	60	60
BANK CHARGES	46	46

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Field	Value	IRS element (for citing)
Person Name	JOHN MUTTA MAUE KAY	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17404 VENTURA BLVD SECOND FL	AddressLine1
City	ENCINO	City
State	CA	State
ZIP Code	91316	ZIPCode