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IRVING FEINTECH FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
IRVING FEINTECH FAMILY FOUNDATION (EIN 95-4268946)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201331359349102223
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T16:08:31-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOLTHOUSE CARLIN & VAN TRIGT LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14550 E THOUSAND OAKS BLVD STE 100AddressLine1
CityWESTLAKE VILLAGECity
StateCAState
ZIP Code91362ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954268946EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1IRVING FEINTECH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% LISA FEINTECHInCareOfName
Name ControlIRVINameControl
Phone3105530289Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 SOUTH BEVERLY DRIVEAddressLine1
Address Line2Suite KAddressLine2
CityBEVERLY HILLSCity
StateCAState
ZIP Code90212ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLISA FEINTECHName
TitlePRESIDENTTitle
Phone3105530289Phone
Date Signed2013-05-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBIN M PAULEName
Phone8053748555Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3885960FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss119InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm119InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss111194DividendsRevAndExpnss
Dividends Net Invst Incm111194DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss58685NetGainSaleAssetsRevAndExpnss
Gross Sales Price974778GrossSalesPrice
Capital Gain Net Incm Net Invst Incm58685CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses169998TotalRevenueAndExpenses
Total Net Investment Income169998TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss6725AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm3362AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps3363AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss12916TaxesRevAndExpnss
Taxes Net Invst Incm2236TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps180TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss2OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss19643TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5598TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps3543TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss352174ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps352174ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss371817TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5598TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps355717TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-201819ExcessOfRevenueOverExpenses
Net Investment Income164400NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY33081CashBOY
Cash EOY68798CashEOY
Cash EOYFMV68798CashEOYFMV
Savings And Temp Cash Invst BOY948441SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY991222SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV991222SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY2883156InvestmentsCorpStockBOY
Investments Corp Stock EOY2602839InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2825940InvestmentsCorpStockEOYFMV
Total Assets BOY3864678TotalAssetsBOY
Total Assets EOY3662859TotalAssetsEOY
Total Assets EOYFMV3885960TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY3864678RetainedEarningsBOY
Retained Earnings EOY3662859RetainedEarningsEOY
Total Net Assets BOY3864678TotalNetAssetsBOY
Total Net Assets EOY3662859TotalNetAssetsEOY
Total Liabilities Net Assets BOY3864678TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3662859TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3864678TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-201819ExcessOfRevenueOverExpenses
Subtotal3662859Subtotal
Total Net Assets Fund Balances EOY3662859TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
3,650 SHS LIONS GATE ENTERTAINMENT CORPD2011-04-012012-01-2639491230321645916459
3,650 SHS LIONS GATE ENTERTAINMENT CORPD2011-04-012012-06-2852017230322898528985
10,000 SHS MICROSOFT CORPP2011-01-012012-07-2729450729324312641264
4,000 SHS NEWELL RUBBERMAID, INC.P2003-05-232012-07-2771401112130-40729-40729
6,000 SHS MICROSOFT CORPP2011-01-012012-08-07181016191565-10549-10549
5,500 SHS MERCK & CO, INC. NEW COMD2011-02-072012-08-102425441818866065860658
3,000 SHS MICROSOFT CORPP2007-04-272012-09-12928229120516171617
LEGAL SETTLEMENT INCOME2011-01-012012-06-291400140140
CAPITAL GAIN DIVIDENDSP840
FieldValueIRS element (for citing)
Capital Gain Net Income58685CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1298605QualifyingDistributionsYear1
Noncharitable Assets Year13426830NoncharitableAssetsYear1
Distribution Ratio Year10.087137DistributionRatioYear1
Qualifying Distributions Year2306189QualifyingDistributionsYear2
Noncharitable Assets Year22824543NoncharitableAssetsYear2
Distribution Ratio Year20.108403DistributionRatioYear2
Qualifying Distributions Year3340771QualifyingDistributionsYear3
Noncharitable Assets Year32535432NoncharitableAssetsYear3
Distribution Ratio Year30.134404DistributionRatioYear3
Qualifying Distributions Year4309314QualifyingDistributionsYear4
Noncharitable Assets Year43360451NoncharitableAssetsYear4
Distribution Ratio Year40.092045DistributionRatioYear4
Qualifying Distributions Year5387838QualifyingDistributionsYear5
Noncharitable Assets Year53942058NoncharitableAssetsYear5
Distribution Ratio Year50.098385DistributionRatioYear5
Total Distribution Ratio0.520374TotalDistributionRatio
Average Distribution Ratio0.104075AverageDistributionRatio
Net Noncharitable Assets3844083NetNoncharitableAssets
Adjusted Noncharitable Assets400073AdjustedNoncharitableAssets
One Percent Net Investment Income1644OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One401717AdjNonchrtblAssetsAndOnePct
Qualifying Distributions355717QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3288InvestmentIncomeExciseTax
Subtotal3288Subtotal
Tax Based On Investment Income3288TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment8018EstTaxPaymentsAndOverpayment
Total Credits And Payments8018TotalCreditsAndPayments
Overpayment4730Overpayment
Amount Credited To Next Year4730AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA FEINTECHBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3105530289BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1321 SOUTH BEVERLY DRIVE SUITE KAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90212ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationstrueGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilitytrueMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WENDY FEINTECH
321 SOUTH BEVERLY DRIVE SUITE KBEVERLY HILLSCA90212VICE PRESIDENT2.0000
LISA FEINTECH
321 SOUTH BEVERLY DRIVE SUITE KBEVERLY HILLSCA90212PRESIDENT2.0000

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2954339AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances948283AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3902622TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3902622AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable58539CashDeemedCharitable
Net Noncharitable Assets3844083NetNoncharitableAssets
Minimum Investment Return192204MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return192204MinimumInvestmentReturn
Tax Based On Investment Income3288TaxBasedOnInvestmentIncome
Total Tax3288TotalTax
Distributable Amount Before Adj188916DistributableAmountBeforeAdj
Distributable Amount Before Ded188916DistributableAmountBeforeDed
Distributable Amount As Adjusted188916DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions355717ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets0AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test0AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test0AmountsSetAsideCashDistriTest
Qualifying Distributions355717QualifyingDistributions
Adj Qualifying Distributions355717AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted188916DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Prior Year12010PriorYear1
Prior Year22009PriorYear2
Prior Year32008PriorYear3
Excess Distri Carryover Year5221439ExcessDistriCarryoverYear5
Excess Distri Carryover Year4143243ExcessDistriCarryoverYear4
Excess Distri Carryover Year3207662ExcessDistriCarryoverYear3
Excess Distri Carryover Year2166826ExcessDistriCarryoverYear2
Excess Distri Carryover Year1115685ExcessDistriCarryoverYear1
Total Excess Distri Carryover854855TotalExcessDistriCarryover
Qualifying Distributions355717QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Current Year188916AppliedToCurrentYear
Remaining Distri From Corpus166801RemainingDistriFromCorpus
Total Corpus1021656TotalCorpus
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year5221439ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year800217ExcessDistriCyovToNextYear
Excess From Year4143243ExcessFromYear4
Excess From Year3207662ExcessFromYear3
Excess From Year2166826ExcessFromYear2
Excess From Year1115685ExcessFromYear1
Excess From Current Year166801ExcessFromCurrentYear
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundations

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVDLOS ANGELESCA90048UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$38,214
THE UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 900LOS ANGELESCA90024UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$23,500
EVERY CHILD FOUNDATION
PO BOX 1808PACIFIC PALISADESCA90272UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$5,000
FEINTECH FAMILY FOUNDATION
321 SOUTH BEVERLY BLVD SUITE KBEVERLY HILLSCA90212RELATEDPRIVATE FOUNDATIONGENERAL PURPOSE$38,750
HEALTH VOLUNTEERS OVERSEAS
1900L STREET NWWASHINGTONDC20036UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$3,500
HEARTS WITH HOPE FOUNDATION
10008 NATIONAL BOULEVARD SUITE 117LOS ANGELESCA90095UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$5,000
ODCSF
SAN FRANCISCO BALLET COMPANYSAN FRANCISCOCA94110UNRELATEDPUBLIC CHARITYSAN FRANCISCO BALLET COMPANY$10,500351 Shotwell Street
ST JOHN'S COLLEGE
60 College AvenueANNAPOLISMD21404UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$20,000
SIMPLY SHAKESPEARE
THE SHAKESPEARE CENTER OF LOS ANGELLOS ANGELESCA90026UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$2,5001238 W 1ST ST
TOWER CANCER RESEARCH FUND
9090 WILSHIRE BLVD SUITE 350BEVERLY HILLSCA90211UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$51,400
AGAHOZO-SHALOM YOUTH VILLAGE
498 SEVENTH AVENUE 15TH FLOORNEW YORKNY10018UNRElATEDPUBLIC CHARITYGENERAL PURPOSE$4,500
THE RAPE FOUNDATION
RAPE TREATMENT CENTERSANTA MONICACA90403UNRELATEDPUBLIC CHARITYRAPE TREATMENT CENTER$1,0001223 WILSHIRE BLVD 410
THE HARMONY PROJECT
817 VINE STREET SUITE 212LOS ANGELESCA90038UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$5,000
826LA
12515 VENICE BLVDLOS ANGELESCA90066UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$5,000
COLLEGE TRACK
117 BROADWAY AVENUEOAKLANDCA94607UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$20,000
DESIGN FOR SHARING
THE UCLA FOUNDATIONLOS ANGELESCA90024UNRELATEDPUBLIC CHARITYGENERAL PUROSE$3,00010920 WILSHIRE BLVD SUITE 900
OPICA
11759 MISSOURI AVENUELOS ANGELESCA90025UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$60
AFIPO
122 EAST 42ND STREET SUITE 4507NEW YORKNY10168UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$15,000
AFMDA
352 SEVENTH AVENUE SUITE 400LOS ANGELESCA10001UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$2,500
AIDS WALK
AIDS PROJECT LOS ANGELESLOS ANGELESCA90005UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$1,000611 SOUTH KINGSLEY DRIVE
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$500
FAMILY CONNECTIONS
PO BOX 358SAN CARLOSCA94070UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$1,000
FRIENDS OF BRENTWOOD ART CENTER
13031 MONTANA AVENUELOS ANGELESCA90049UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$5,000
GRAND PERFORMANCES
350 S GRAND AVENUE SUITE A-4LOS ANGELESCA90071UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$2,500
UNICEF
125 MAIDEN LANENEW YORKNY10038UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$250
USC SHOAH FOUNDATION
THE INSTITUTE FOR VISUAL HISTORY ANLOS ANGELESCA900892571UNRELATEDPUBLIC CHARITYGENERAL PURPOSE$87,500LEAVEY LIBRARY 650 WEST 35TH STREE
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year352174TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

FieldValueIRS element (for citing)
DescriptionN/ADescription
FieldValueIRS element (for citing)
Fees Contracts From Govt AgenciesFeesContractsFromGovtAgencies
Membership Dues And AssessmentsMembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$119ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$111,193ExclusionAmount
FieldValueIRS element (for citing)
Net Rental Incm Re Debt Fincd PropNetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal PropertyNetRentalIncmPersonalProperty
Other Investment Income Part VIIOtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$58,686ExclusionAmount
FieldValueIRS element (for citing)
Net Income Loss From Special EventsNetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of InvntryGrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionN/ADescription

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$169,998ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA169998TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number1LineNumber
Relationship StatementNOT APPLICABLERelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$6,725Amount
Net Investment Income3362NetInvestmentIncome
Disbursements Charitable Prps3363DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibility

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FEINTECH FAMILY FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1321 SOUTH BEVERLY DRIVE SUITE KAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90202ZIPCode
FieldValueIRS element (for citing)
Grant$38,750GrantAmount
Grant PurposeCHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSESGrantPurpose
Amount Expended By Grantee38750AmountExpendedByGrantee
Any Diversion By GranteeNOAnyDiversionByGrantee
Dates Of Reports By Grantee5/31/12DatesOfReportsByGrantee
Date Of Verification2012-05-31DateOfVerification
Results Of VerificationVERIFICATION CONFIRMED THAT $38,750 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION.ResultsOfVerification

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (34 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ACCENTURE PLC (3000 SHS)90905199500
AMER. ELECTRIC PWR (1200 SHS)4993151216
AMAZON (100 SHS)2314825087
APPLE (130 SHS)7420769182
BANK OF AMERICA (4000 SHS)100000102400
BARCLAYS BANK (4000 SHS)400000406880
DOMINION RESOURCES (2500 SHS)94496129500
MASIMO CORP (7130 SHS)199140149801
MERCK & CO. INC (6034 SHS)108083247032
MICROSOFT CORP (0 SHS)00
NEWELL RUBBERMAID (9100 SHS)238363202657
PFIZER INC (2000 SHS)5024150159
QUALCOMM INC (1000 SHS)3970561860
TEVA PHARMACEUTICALS(9000 SHS)444750336060
TEVA IND (1000 SHS)5338037340
NEWELL RUBBERMAID (5000 SHS)76955111350
LIONS GATE (0 SHS)00
LIVE NATION (1179 SHS)1176610976
TRAVELERS COMPANIES INC (1000)5650471820
HSN INC (800 SHS)2576844064
GORMAN RUPP (500 SHS)1470614915
INTERNATIONAL PAPER (2000 SHS)6175679680
INTUITIVE SURGICAL (50 SHS)2489124519
JP MORGAN CHASE (1500 SHS)5278665954
KB HOME (3000 SHS)2837147400
PLUM CREEK TIMBER (1000 SHS)3953344370
POWER SHARES (5000 SHS)2247220400
TOLL BROTHERS (1000 SHS)2364632330
UPS (1500 SHS)117039110595
BRISTOL MYERS (500 SHS)1636016295
IBM (100 SHS)1927519155
ISHARES (200 SHS)1227912670
LITTLEFUSE (300 SHS)1796818513
NVIDIA (1000 SHS)1441512260

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBANK FEESDescription
Revenue And Expenses Per Books2RevenueAndExpensesPerBooks

Taxes Schedule TaxesSchedule

Taxes Taxes (5 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
FRANCHISE TAX BOARD FILING FEE$1010
ATTORNEY GENERAL REG OF TRUSTS$150150
EXCISE TAXES$10,500
SECRETARY OF STATE$2020
FOREIGN TAXES PAID$2,2362236