PLATT FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202431359349103738
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:54:37-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | PLATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,146,402 | 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 | $16,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $690,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,882,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $692,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $706,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $734,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,121 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $631,719 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $620,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $723,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,257 | CashBOYAmt |
| Cash EOY | $102,157 | CashEOYAmt |
| Cash EOYFMV | $102,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,102 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,568,911 | CorporateStockBOYAmt |
| Corporate Stock EOY | $792,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $792,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $227,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $227,387 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,603,689 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,146,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,146,402 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,603,689 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,146,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,603,689 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,146,402 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,603,689 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,146,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,603,689 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,678,252 | SubtotalAmt |
| Other Decreases | $531,850 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,146,402 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,882,599 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,189,643 | CostOrOtherBasisAmt |
| Gain Or Loss | $692,956 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $692,956 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $692,956 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,526 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,526 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,527 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,347,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,412,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,412,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,391,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,053 | TotalTaxAmt |
| Distributable Before Adj | $59,500 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,500 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,500 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $620,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $620,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $465,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $480,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,108,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $421,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $680,276 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,155,823 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $620,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $561,450 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,717,273 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $465,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,251,551 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $480,005 | ExcessFromYear4Amt |
| Excess From Year3 | $1,108,348 | ExcessFromYear3Amt |
| Excess From Year2 | $421,472 | ExcessFromYear2Amt |
| Excess From Year1 | $680,276 | ExcessFromYear1Amt |
| Excess From Current Year | $561,450 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $350,000 |
| NEW YORK UNIVERSITY | |||||||
| 115 FIFTH AVENUE 5TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $200,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $47,000 |
| EXPERIENCE CAMPS | |||||||
| PO BOX 5121 | WESTPORT | CT | 06881 | NONE | PC | GENERAL SUPPORT | $9,000 |
| CAMP RAMAH | |||||||
| 17525 VENTURA BOULEVARD SUITE 310 | ENCINO | CA | 91316 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FJC | |||||||
| 225 WEST 39TH STREET12TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,750 |
| ZAKA INC | |||||||
| 2920 AVENU R SUITE 208 | BROOKLYN | NY | 11229 | NONE | PC | GENERAL SUPPORT | $2,750 |
| JTA-MJL NEW CORP | |||||||
| 520 8TH AVE FL 4 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $690,052 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $706,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $706,282 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 10.1% CONTINGENT AUTOCALL AXP | $35,497 | $35,497 |
| CITI 11.8% CONTINGENT MEMORY AUTOCALL SCHW | $50,920 | $50,920 |
| CITI 10% CONTINGENT MEMORY AUTOCALL PFE | $40,135 | $40,135 |
| BCS 12.5% CONTINGENT MEMORY AUTOCALL NVDA | $51,245 | $51,245 |
| UBS 10% CONTINGENT MEMORY AUTOCALL MET | $49,590 | $49,590 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVERY DENNISON CORPORATION (AVY) | $8,998 | $8,998 |
| BJS WHSL CLUB HLDGS INC (BJ) | $7,266 | $7,266 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) | $9,869 | $9,869 |
| BROWN & BROWN INC(BRO) | $6,731 | $6,731 |
| BRUKER CORPORATION (BRKR) | $8,377 | $8,377 |
| CHAMPIONX CORPORATION(CHK) | $8,909 | $8,909 |
| CHARLES RIVER LABS INTL INC (CRL) | $8,678 | $8,678 |
| CHURCH & DWIGHT CO INC (CHD) | $8,437 | $8,437 |
| COPART INC (CPRTI) | $9,800 | $9,800 |
| CRANE COMPANY (CR) | $12,641 | $12,641 |
| DARDEN RESTAURANTS (DRI) | $9,591 | $9,591 |
| DECKER OUTDOOR CORPORATION (DECK) | $10,564 | $10,564 |
| DIODES INC (DIOD) | $8,294 | $8,294 |
| EMCOR GROUP INC (EME) | $11,260 | $11,260 |
| ENTEGRIS INC (ENTG) | $10,548 | $10,548 |
| FABRINET (FN) | $7,903 | $7,903 |
| FACTSET RESEARCH SYSTEMS INC (FDS) | $10,256 | $10,256 |
| HOLOGIC INC (HOLX) | $7,359 | $7,359 |
| KEYSIGHT TECHNOLOGIES INC (KEYS) | $7,728 | $7,728 |
| METTLER TOLEDO INTL (MTD) | $9,199 | $9,199 |
| MONOLITHIC PWR SYSTEMS INC (MPWR) | $12,008 | $12,008 |
| NVENT ELECTRIC PLC (NVT) | $9,927 | $9,927 |
| PAYCOM SOFTWARE INC (PAYC) | $8,187 | $8,187 |
| PERFICIENT INC (PRFT) | $7,767 | $7,767 |
| POOL CORP (POOL) | $9,329 | $9,329 |
| QUALYS INC COM (QLYS) | $13,764 | $13,764 |
| RAYMOND JAMES FINCL INC (RJF) | $7,807 | $7,807 |
| RESMED INC (RMD) | $7,807 | $7,807 |
| SAIA INC (SAIA) | $12,227 | $12,227 |
| SPS COMMERCE INC (SPSC) | $11,334 | $11,334 |
| STERIS PLC (STE) | $9,357 | $9,357 |
| SUN COMMUNITIES | $7,431 | $7,431 |
| TAKE TWO INTERACTIVE SOFTWARE (TTWO) | $8,989 | $8,989 |
| TELEDYNE TECH INC (TDY) | $9,531 | $9,531 |
| THE COOPER COMPANIES INC(COO) | $9,082 | $9,082 |
| ULTA BEAUTY INC (ULTA) | $10,348 | $10,348 |
| VALVOLINE INC (ULTA) | $7,554 | $7,554 |
| WATTS WTR TECH INC A (WTS) | $10,067 | $10,067 |
| WEST PHARMACEUTICAL SVCS INC (WST) | $9,184 | $9,184 |
| WILLSCOT MOBILE MINI HOLDINGS (WSC) | $7,254 | $7,254 |
| ABBVIE INC COM (ABBV) | $7,283 | $7,283 |
| ADOBE INC (ADBE) | $5,369 | $5,369 |
| AFLAC INCORPORATED (AFL) | $7,342 | $7,342 |
| AIR PROD & CHEM INC (APD) | $12,321 | $12,321 |
| ALPHABET INC CL A(GOOGL) | $7,263 | $7,263 |
| AMAZON COM INC (AMZN) | $8,813 | $8,813 |
| AMERICAN EXPRESS CO (AXP) | $9,180 | $9,180 |
| APPLE INC (AAPL) | $21,948 | $21,948 |
| BERKSHIRE HATHAWAY CL-B NEW (BRKB) | $15,693 | $15,693 |
| BLACKROCK INC (BLK) | $15,424 | $15,424 |
| CHARLES SCHWAB NEW (SCHW) | $13,416 | $13,416 |
| EATON CORP PLC SHS (ETN) | $7,225 | $7,225 |
| GENERAL ELECTRIC CO (GE) | $7,403 | $7,403 |
| JOHNSON & JOHNSON (JNJ) | $13,636 | $13,636 |
| KIMBERLY CLARK CORP (KMB) | $3,645 | $3,645 |
| LAMAR ADVERTISING CO NEW CL A (LAMR) | $9,671 | $9,671 |
| LYONDELLBASELL NV CL-A (MDB) | $3,518 | $3,518 |
| METLIFE INCORPORATED (MET) | $7,208 | $7,208 |
| MICROSOFT CORP (MSFT) | $16,170 | $16,170 |
| MONGODDB INC CL A (MDB) | $3,271 | $3,271 |
| NVIDIA CORPORATION (NVDA) | $6,933 | $6,933 |
| ORACLE CORP (ORCL) | $5,377 | $5,377 |
| PALO ALTO NETWORKS INC (PANW) | $3,244 | $3,244 |
| PROCTER & GAMBLE (PG) | $3,517 | $3,517 |
| QUALCOMM INC (QCOM) | $7,232 | $7,232 |
| REPLIGEN CP (RGEN) | $3,596 | $3,596 |
| THERMO FISHER SCIENTIFIC (TMO) | $6,900 | $6,900 |
| UBER TECHNOLOGIES INC (UBER) | $3,572 | $3,572 |
| WALT DISNEY CO HLDG CO (DLS) | $6,952 | $6,952 |
| INVESCO BIOTECHNOLOGY & GENO (PBE) | $7,308 | $7,308 |
| VANECK BIOTECH ETF (BBH) | $7,274 | $7,274 |
| GS 10% CONTINGENT AUTOCALL LYB (SQEVQ) | $48,990 | $48,990 |
| GS 11.5% CONTINGENT AUTOCALL SNOW (SQGFT) | $44,750 | $44,750 |
| GS 8.75% CONTINGENT AUTOCALL C (SQEOI) | $40,050 | $40,050 |
| UBS 8% CONTINGENT AUTOCALL DIS (SQGAI) | $29,900 | $29,900 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $531,850 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $8,619 | Amt |
| Net Investment Income | $8,619 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $0 | $0 |
| FOREIGN TAX | $0 | $1,121 | $0 |
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