JMM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JMM CHARITABLE FOUNDATION INC (EIN 20-4679694)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-07
- IRS object ID
- 201113119349100201
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-07T09:40:20-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NE | State |
| ZIP Code | 100172286 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204679694 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMM CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JMMC | NameControl |
| Phone | 9735334120 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 WEST CENTURY BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MAI | Name |
| Title | OFFICER | Title |
| Phone | 9735334120 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD G WEINER CPA | Name |
| Phone | 2126053100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 13309434 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 181392 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 181392 | DividendsNetInvstIncm |
| Net Rental Income Or Loss | -90718 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -66279 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2420277 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 115113 | TotalRevenueAndExpenses |
| Total Net Investment Income | 181392 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 876 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 876 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 138130 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 138130 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 139006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 139006 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 335000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 335000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 474006 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 139006 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 335000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -358893 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42386 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 793160 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 300017 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 300017 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2357468 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2793774 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2875239 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5899645 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5854737 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6083746 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 5388045 | InvestmentsOtherBOY |
| Investments Other EOY | 5130897 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4050432 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 14438318 | TotalAssetsBOY |
| Total Assets EOY | 14079425 | TotalAssetsEOY |
| Total Assets EOYFMV | 13309434 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 14438318 | RetainedEarningsBOY |
| Retained Earnings EOY | 14079425 | RetainedEarningsEOY |
| Total Net Assets BOY | 14438318 | TotalNetAssetsBOY |
| Total Net Assets EOY | 14079425 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14438318 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 14079425 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14438318 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -358893 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 14079425 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 14079425 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 5795 SHS GS LOCAL EMERGING MKTS | P | 2010-01-21 | 2010-12-21 | 55000 | 52044 | 2956 | 2956 |
| 17421 SHS GS LARGE CAP VALUE CLASS A | P | 2009-06-12 | 2010-12-15 | 200000 | 159582 | 40418 | 40418 |
| THUR WHITEHALL PARALLEL GLOBAL K-1 | P | 3863 | 567 | 3296 | 3296 | ||
| THUR WHITEHALL PARALLEL GLOBAL K-1 | P | 5485 | 207469 | -201984 | -201984 | ||
| 250000 SHS CAISSE D'AMORTISSEMENT | P | 2008-11-07 | 2010-07-15 | 250000 | 250000 | 0 | 0 |
| PUBLICLY TRADED SECURITIES | P | 915506 | 850758 | 64748 | 64748 | ||
| PUBLICLY TRADED SECURITIES | P | 740423 | 716136 | 24287 | 24287 | ||
| 250000 SHS FHLB CA 5.5% | P | 2007-10-12 | 2010-10-19 | 250000 | 250000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -66279 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 480966 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11780423 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040828 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 884132 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 16186854 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054620 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 899810 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 20897037 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043059 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 40000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2420228 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.016527 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.155034 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038759 | AverageDistributionRatio |
| Net Noncharitable Assets | 12419361 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 481362 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 424 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 481786 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 335000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 848 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 848 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 848 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 7366 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 7366 | TotalCreditsAndPayments |
| Overpayment | 6518 | Overpayment |
| Amount Credited To Next Year | 6518 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NJ | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN MAI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3105519323 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 WEST CENTURY BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WALTER W WANG | ||||||||
| 1421 STONE CANYON ROAD | LOS ANGELES | CA | 90077 | PRESIDENT, DIRECTOR | 1.00 | 0 | 0 | 0 |
| SHIRLEY W WANG | ||||||||
| 1421 STONE CANYON ROAD | LOS ANGELES | CA | 90077 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOHN MAI | ||||||||
| 5200 W CENTURY BLVD | LOS ANGELES | CA | 90045 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 12176907 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 431581 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12608488 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12608488 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 189127 | CashDeemedCharitable |
| Net Noncharitable Assets | 12419361 | NetNoncharitableAssets |
| Minimum Investment Return | 620968 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 620968 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 848 | TaxBasedOnInvestmentIncome |
| Total Tax | 848 | TotalTax |
| Distributable Amount Before Adj | 620120 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 620120 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 620120 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 335000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 335000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 335000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 620120 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 236512 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 335000 | QualifyingDistributions |
| Applied To Year1 | 236512 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 98488 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 521632 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASIAN PACIFIC AMERICAN LEGAL | |||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CHARITABLE | $240,000 |
| JESUS MINISTRIES INTL | |||||||
| 2504 DALGREEN DRIVE | PLANO | TX | 75075 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| VOICE OF PENTECOST CHURCH | |||||||
| 1970 OCEAN AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PUBLIC CHARITY | CHARITABLE | $35,000 |
| ANGKOR HOSPITAL FOR CHILDREN | |||||||
| 32802 MATTHEW DR | DANA POINT | CA | 92629 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 335000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $181,392 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$90,718 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$66,279 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,395 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24395 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN SACHS | NameOfStock |
| EOY Book Value | 5854737 | EOYBookValue |
| EOYFMV | 6083746 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2793774 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2875239 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5130897 | BookValue |
| EOYFMV | 4050432 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 47412 | 47412 | 0 |
| RENTAL LOSS | 44939 | 44939 | 0 |
| ORDINARY LOSS | 45779 | 45779 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $876 | Amount |
| Net Investment Income | 876 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |