CORWIN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CORWIN FAMILY FOUNDATION (EIN 95-4076122)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-03
- IRS object ID
- 202401559349100310
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-03T12:14:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454095250 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE SNYDER & JACOBS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD STE 490 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 | 954076122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORWIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORW | BusinessNameControlTxt |
| Phone | 3108582800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 N SIERRA DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI CORWIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3108582800 | PhoneNum |
| Signature | 2024-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONI | PersonFirstNm |
| Person Last | CORWIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TONY A ROSE | PreparerPersonNm |
| PTIN | P00085459 | PTIN |
| Phone | 8184610600 | PhoneNum |
| Preparation | 2024-05-23 | 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 | $1,557,895 | 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 |
| Interest On Sav Rev And Expnss | $661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,336 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,336 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $291,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,255 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,252 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,105 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,105 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,730 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $30 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $30 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,630 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $174 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,495 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,495 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,939 | CashBOYAmt |
| Cash EOY | $39,009 | CashEOYAmt |
| Cash EOYFMV | $39,009 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,604,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,518,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,518,614 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $272 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $272 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,614,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,557,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,557,895 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,001 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,001 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,614,175 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,555,894 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,614,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,555,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,614,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,557,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,614,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,942 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,561,233 | SubtotalAmt |
| Other Decreases | $5,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,555,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CNB #6300 | 2021-01-01 | 2023-12-31 | $283,312 | $277,603 | $5,709 | $5,709 |
| CNB #6300 | 2022-01-01 | 2023-12-31 | $8,069 | $7,523 | $546 | $546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,255 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $141 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $310 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $451 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10 | OverpaymentAmt |
| Applied To ES Tax | $10 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TONI CORWIN | IndividualWithBooksNm |
| Phone | 3105508872 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 708 N SIERRA | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TONI CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DANIEL CORWIN | ||||||||
| 708 N SIERRA DRIVE | BEVERLY HILLS | CA | 90210 | DIRECTOR | 0.00 | $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 | $1,897,327 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,912,540 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,912,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,883,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $441 | TotalTaxAmt |
| Distributable Before Adj | $93,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,699 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,699 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $89,291 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,135 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,254 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,686 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $273,021 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,699 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,053 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,053 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $263,968 | 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 | $80,238 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $183,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,655 | ExcessFromYear4Amt |
| Excess From Year3 | $53,135 | ExcessFromYear3Amt |
| Excess From Year2 | $9,254 | ExcessFromYear2Amt |
| Excess From Year1 | $28,686 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEVERLY HILLS HIGH SCHOOL | |||||||
| 241 S MORENO DR | BEVERLY HILLS | CA | 90212 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $1,000 |
| NEW BEGINNINGS | |||||||
| 9819 AVALON BLVD | LOS ANGELES | CA | 90003 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $1,000 |
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $16,705 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $2,670 |
| JEWISH WOMEN'S ARCHIVE | |||||||
| 1860 WASHINGTON STREET SUITE 204 | NEWTON | MA | 02466 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $500 |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $5,500 |
| BEVERLY HILLS FIRFIGHTERS | |||||||
| 445 N REXFORD DR | BEVERLY HILLS | CA | 90210 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $2,500 |
| CHILDERNS HOSPITAL | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $500 |
| ALZHEIMERS ASSOCIATION | |||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $250 |
| VOW FOR GIRLS | |||||||
| 101 PARK AVE | NEW YORK | NY | 10017 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $200 |
| UCSB ATHLETICS | |||||||
| UNIVERSITY OF CALIFORNIA | SANTA BARBARA | CA | 93106 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $10,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $15,000 |
| THE GABRIELLA FOUNDATION | |||||||
| 222 E 16TH ST SUITE E | LOS ANGELES | CA | 90015 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $350 |
| SQUARE PEFS | |||||||
| 80 CABRILLO HWY N STE Q | HALF MOON BAY | CA | 94019 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $1,000 |
| SANTA BARBARA HILLEL | |||||||
| 781 EMBARCADERO DEL MAR | ISLA VISTA | CA | 93117 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $1,000 |
| REGENTS UC | |||||||
| UCSB | GOLETA | CA | 93106 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $10,000 |
| LOS ANGELES HIGH SCHOOL | |||||||
| 4650 W OLYMPIC BLVD | LOS ANGELES | CA | 90019 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $1,000 |
| HEAL THE BAY ORGANIZATION | |||||||
| 1444 9TH ST | SANTA MONICA | CA | 90401 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $200 |
| DEPARTMENT OF JUSTICE | |||||||
| 300 S SPRING ST | LOS ANGELES | CA | 90013 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $50 |
| LEEZA GIBBONS | |||||||
| 9903 SANTA MONICA BLVD SUITE 180 | BEVERLY HILLS | CA | 90212 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $500 |
| CAMP HARMONY | |||||||
| 1917 1/2 WESTWOOD BLVD 1 | LOS ANGELES | CA | 90025 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $100 |
| AMERICAN RED CROSS | |||||||
| 600 N PARKCENTER DR | SANTA ANA | CA | 92705 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $1,000 |
| COROLA | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $10,000 |
| BIG SUNDAY | |||||||
| 1741 N CHEROKEE AVE | LOS ANGELES | CA | 90028 | NONE | PC | TO FURTHER NECESSARY CHARITABLE ACTIVITIES | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,525 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $661 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,336 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,255 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,252 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,252 | 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 | $11,730 | Amt |
| Net Investment Income | $11,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CNB | StockNm |
| EOY Book Value | $1,518,614 | EOYBookValueAmt |
| EOYFMV | $1,518,614 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,105 | LegalFeesAmt |
| Net Investment Income | $1,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM CORWIN LIVING TRUST | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $272 | EOYBookValueAmt |
| EOYFMV | $272 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $5,339 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $15,130 | $15,130 | $0 | $0 |
| TAXES | $174 | $0 | $0 | $174 |
| REIMBURSED EXPENSE | $500 | $500 | $0 | $0 |
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