HITTER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HITTER FAMILY FOUNDATION (EIN 95-4790803)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-27
- IRS object ID
- 202412409349100131
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T16:16:51-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831617766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 WILSHIRE BLVD STE 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | 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 | 954790803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HITTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HITT | BusinessNameControlTxt |
| Phone | 3108803882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10545 PICO BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE HITTER | PersonNm |
| Person Title | President/Director | PersonTitleTxt |
| Signature | 2024-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R DORFMAN | PreparerPersonNm |
| PTIN | P00242413 | PTIN |
| Phone | 3239341100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,558,129 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $302,522 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,534 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,534 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,534 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $113,216 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,216 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,216 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,563,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,652 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,800 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $15,252 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $614,176 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,402 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $118,550 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,767 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,165 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,165 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,714 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,614 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $320,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $293,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $118,550 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $497,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,360 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $268,595 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $565,913 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $558,852 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,595,736 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,452,647 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,536,427 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,032,363 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $845,422 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $779,023 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,365,796 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,524,429 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,551,467 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,759,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,520,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,558,129 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,759,876 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,520,771 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,759,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,520,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,759,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,520,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,759,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $293,220 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,053,096 | SubtotalAmt |
| Other Decreases | $532,325 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,520,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #0911 - S/T NON-COVERED | P | 2023-01-01 | 2023-12-31 | $510,341 | $506,541 | $3,800 | $3,800 |
| CHARLES SCHWAB #0911 - L/T NON-COVERED | P | 2019-01-01 | 2023-01-01 | $1,053,622 | $875,770 | $177,852 | $177,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,652 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,800 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,001 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,001 | SubtotalAmt |
| Tax Based On Investment Income | $4,001 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Tax Due | $4,086 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE HITTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108803882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10755 PALMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE HITTER | ||||||
| 10545 PICO BLVD | LOS ANGELES | CA | 90064 | President/Direc | 1.00 | $0 |
| SABRINA HITTER | ||||||
| 9034 ALTO CEDRO DRIVE | BEVER LY HILLS | CA | 90210 | SEC/DIRECTOR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,748,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,899 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,110,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,110,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,019,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,959 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,959 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,001 | TotalTaxAmt |
| Distributable Before Adj | $296,958 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $296,958 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $296,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,310 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $310,310 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $296,958 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $310,310 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,352 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,352 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $13,352 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CEDAR SINAI MEDICAL | |||||||
| PO BOX 48750 ROOM 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $42,000 |
| FRIENDS OF SHEBA HOSPITAL | |||||||
| 9911 W PICO BLVD 1220 | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL FUNDRAISING | $50,000 |
| ART CENTER COLLEGE OF DESIGN | |||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | NONE | PUBLIC | GENERAL FUNDRAISING | $35,000 |
| JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $15,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL FUNDRAISING | $10,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PUBLIC | GENERAL FUNDRAISING | $3,000 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| HOLOCAUST MUSEUM LA | |||||||
| 100 The Grove Drive | LOS ANGELES | CA | 90036 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| FRIENDS OF LARC | |||||||
| 10560 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| CANCER SUPPORT COMMUNITY | |||||||
| 1050 17 TH STREETNW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL FUNDRAISING | $15,000 |
| AMERICAN FRIENDS OF BAR- ILAN UNIVE | |||||||
| 8730 WILSHIRE BLVD SUITE 550 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | GENERAL FUNDRAISING | $33,000 |
| GLSEN | |||||||
| 110 WILLIAM ST 30TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL | $2,000 |
| SPIRIT ROCK MEDITATION CENTER SRMC | |||||||
| PO BOX 169 | WOODACRE | CA | 94973 | NONE | PUBLIC | GENERAL | $12,600 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | PUBLIC | GENERAL | $3,000 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | PUBLIC | GENERAL | $1,000 | |
| INSIGHTLA | |||||||
| 3435 OCEAN PARK | SANTA MONICA | CA | 90405 | PC | GENERAL | $6,000 | |
| LIFE CONNECTION MISSION | |||||||
| 23 GREY PEBBLE CT | GERMANTOWN | MD | 20874 | PC | GENERAL | $1,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | PC | GENERAL | $5,000 | |
| LACMA | |||||||
| 5905 WILSHIRE | LOS ANGELES | CA | 90036 | EOF | GENERAL | $500 | |
| SANTA MONICA COLLEGE FOUNDATION | |||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL | $500 |
| IACT | |||||||
| 1732 AVIATION BLVD | REDONDO BEACH | CA | 90278 | PC | GENERAL | $10,000 | |
| PLANNED PARENTHOOD | |||||||
| 3637 SOUTH LA BREA AVE | LOS ANGELES | CA | 90016 | NONE | PC | GENERAL | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $1,000 |
| ASPCAORG | |||||||
| 1850 W 60TH STREET | LOS ANGELES | CA | 90047 | NONE | PUBLIC | GENERAL FUNDRAISING | $250 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEAIGHTS | NY | 10598 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL FUNDRAISING | $250 |
| MEALS ON THE WHEELS | |||||||
| 343 S CHURCH LN | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| FEEDING AMERICA | |||||||
| 1610 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUNDRAISING | $2,000 |
| VALLECITOS MOUNTAIN RETREAT CENTER | |||||||
| FOREST RD 91B | TIERRA AMARILLA | NM | 87575 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| LOS ANGELES MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL FUNDRAISING | $2,000 |
| CSUN FOUNDATION | |||||||
| 18111 Nordhoff St Valera Hall 110 | Northridge | CA | 91330 | NONE | PC | GENERAL FUNDRAISING | $8,000 |
| ISRAEL CONGREGATION | |||||||
| 6025 Main Street | Manchester Center | VT | 05255 | NONE | PC | GENERAL FUNDRAISING | $630 |
| JERUSALEM ACADEMY MUSIC DANCE | |||||||
| 630 Third Ave Room 1500 | New York | NY | 10017 | NONE | PC | GENERAL FUNDRAISING | $18,000 |
| PBS SO CAL | |||||||
| 2900 W Alameda Ave Suite 600 | Burbank | CA | 91505 | NONE | PC | GENERAL FUNDRAISING | $100 |
| SIMON WEISENTHAL CENTER | |||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| ACADEMY MUSEUM FOUNDATION | |||||||
| 6067 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | EOF | GENERAL FUNDRAISING | $500 |
| FLY HALO INC | |||||||
| 2090 DUNWOODY CLUB DRIVE STE 106-2 | ATLANTA | GA | 30350 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| HAWAII PEOPLE'S FUND | |||||||
| PO BOX 4163 | HONOLULU | HI | 96812 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| INSTITUTE FOR JEWISH SIRITUALITY | |||||||
| 1230 AVENUE OF THE AMERICAS FL 19 | NEW YORK | NY | 10020 | NONE | PC | GENERAL FUNDRAISING | $180 |
| MOUNT OF OLIVES CHURCH | |||||||
| 24851 Chrisanta Drive | MISSION VIEJO | CA | 92691 | NONE | PC | GENERAL FUNDRAISING | $500 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| TACONIC MUSIC | |||||||
| PO Box 732 | Manchester | VT | 05254 | NONE | PC | GENERAL FUNDRAISING | $500 |
| THE HUMANE SOCIETY | |||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | NONE | PC | GENERAL FUNDRAISING | $200 |
| UCLA FOUNDATION KURLAND RESEARCH | |||||||
| 710 WESTWOOD PLAZA STE 1-230 | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL FUNDRAISING | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL FUNDRAISING | $100 |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE BLVD STE 300 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL FUNDRAISING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,310 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,534 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,216 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $181,652 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $130,002 | ExclusionAmt |
| Related Or Exempt Function Incm | $181,652 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HITTER FAMILY LIMITED PARTNERSHIP | ||||||
| 1 | 10545 PICO BLVD | LOS ANGELES | CA | 90064 | $232,470 | Yes (X) |
| HITTER FAMILY LIMITED PARTNERSHIP | ||||||
| 2 | 10545 PICO BLVD | LOS ANGELES | CA | 90064 | $70,052 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES TRANSFERRED NAME: MARQETA INCSYMBOL: MQQUANTITY: 42,655 | $232,470 | 2023-10-18 |
| 2 | SECURITIES TRANSFERRED NAME: DOCUSIGN INCSYMBOL: DOCUQUANTITY: 1,160 | $70,052 | 2023-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | P&L - ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - CORPORATE BONDS | BondNm |
| EOY Book Value | $845,422 | EOYBookValueAmt |
| EOYFMV | $779,023 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,452,647 | EOYBookValueAmt |
| EOYFMV | $3,536,427 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $565,913 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $558,852 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TERRA SECURED INCOME FUND 5 LLC | AT COST | $207,952 | $207,952 |
| VIRTUS REAL ESTATE | AT COST | $140,978 | $140,978 |
| TERRA SECURED INCOME FUND 7 LLC | AT COST | $167,254 | $167,254 |
| WILSHIRE QUINN INCOME FUND, LLC | AT COST | $100,344 | $100,344 |
| ROCKFORD OPPORTUNITY FUND I LP | AT COST | $83,121 | $83,121 |
| ARCHWAY REAL ESTATE INCOME FUND I, LP | AT COST | $102,085 | $102,085 |
| OAKHURST INCOME FUND II, LP | AT COST | $104,056 | $104,056 |
| OAKHURST OPPORTUNITY LENDING FUND I, LP | AT COST | $77,096 | $77,096 |
| OAKHURST REAL ESTATE FUND III, LP | AT COST | $101,257 | $101,257 |
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | $57,290 | $49,027 |
| CHARLES SCHWAB - EXCHANGE TRADED FUNDS | AT COST | ||
| IDB CAPITAL #2808 | AT COST | ||
| CHARLES SCHWAB - OTHER ASSETS | AT COST | $309,951 | $338,804 |
| FIDELITY (LIDO) #5095 | AT COST | $73,045 | $79,493 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CS #0911 - ACCRUED INTEREST PAID | $1,614 | $1,614 |
| P&L - DUES AND SUBSCRIPTIONS | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $15,252 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDELITY #5095 - ACCOUNT FEES | CategoryTxt |
| Amt | $4,767 | Amt |
| Net Investment Income | $4,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CS #0911 - FOREIGN TAXES PAID | $399 | $399 |
| P&L - FEDERAL TAXES | $1,766 | $1,766 |
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