BROTMAN FOUNDATION OF CALIFORNIA: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BROTMAN FOUNDATION OF CALIFORNIA (EIN 95-6094639)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-21
- IRS object ID
- 202432959349100528
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-21T17:59:15-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | 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 | 956094639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTMAN FOUNDATION OF CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROT | BusinessNameControlTxt |
| Phone | 3102732501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TONI WALD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI WALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102732501 | PhoneNum |
| Signature | 2024-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2024-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,562,184 | 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 | $845 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $845 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,464,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $274,321 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $405,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,340 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,060 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $205 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,845 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,477 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,548 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,929 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,581 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $549 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,607 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,516 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $325,336 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $357,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,584 | CashBOYAmt |
| Cash EOY | $1,879 | CashEOYAmt |
| Cash EOYFMV | $1,879 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $291,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $396,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $396,365 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,261,502 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,370,288 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,387,045 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,265,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,572,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,966,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $795,180 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $644,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $619,212 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $305,727 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $204,762 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $191,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,936,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,190,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,562,184 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,936,808 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,190,808 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,936,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,936,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,190,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,936,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $223,144 | OtherIncreasesAmt |
| Subtotal | $4,190,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,190,808 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADES SECURITIES | P | 2022-12-31 | 2023-12-31 | $1,460,474 | $1,189,696 | $270,778 | $270,778 |
| CAPITAL GAINS DIVIDENDS | P | $3,543 | $3,543 | $3,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $274,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,073 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,073 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,103 | OverpaymentAmt |
| Applied To ES Tax | $9,103 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEBROTMANFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102732501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | 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 (4 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 BROTMAN WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | PRESIDENT | 5.00 | $28,200 | $0 | $0 |
| ALEXIS WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | SECRETARY | 5.00 | $28,200 | $0 | $0 |
| LENA WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | TREASURER | 5.00 | $28,200 | $0 | $0 |
| ALISON ROVEN | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | DIRECTOR | 5.00 | $18,800 | $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 | $4,983,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,205,426 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,205,426 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,127,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,970 | TotalTaxAmt |
| Distributable Before Adj | $251,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $251,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $251,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $325,336 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $325,336 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $131,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $163,965 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $132,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $107,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $636,240 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $325,336 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,939 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $710,179 | 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 | $131,874 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $578,305 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,965 | ExcessFromYear4Amt |
| Excess From Year3 | $132,166 | ExcessFromYear3Amt |
| Excess From Year2 | $107,130 | ExcessFromYear2Amt |
| Excess From Year1 | $101,105 | ExcessFromYear1Amt |
| Excess From Current Year | $73,939 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONI BROTMAN WALD | ContributingManagerNm |
| Contributing Manager | ALEXIS WALD | ContributingManagerNm |
| Contributing Manager | LENA WALD | ContributingManagerNm |
| Contributing Manager | ALISON ROVEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONI WALD CO BROTMAN FOUNDATION OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102732501 | RecipientPhoneNum |
| Recipient Email Address | SUBMISSIONS@THEBROTMANFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OUTLINE OF PROJECT & LETTER OF SUBMISSION. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - ACCEPTED ANYTIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL, AND THE ENVIRONMENT. AWARDS LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A LITTLE RESCUE | |||||||
| 29171 GRAYFOX ST | MALIBU | CA | 90265 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $40,000 | |
| A SENSE OF HOME | |||||||
| 4712 ADMIRALTY WAY 1203 | MARINA DEL REY | CA | 90292 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,000 | |
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET FLOOR 18 | NEW YORK | NY | 10004 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| AMERICAN WILD HORSES CAMPAIGN | |||||||
| PO BOX 1733 | DAVIS | CA | 95617 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| BOYS & GIRLS CLUB (HOLLYWOOD) | |||||||
| 850 N CAHUENGA BLVD | LOS ANGELES | CA | 90038 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| CAMP KESEM | |||||||
| 440 N BARRANCA AVE 2273 | COVINA | CA | 91723 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CANINE SUPPORT TEAMS INC | |||||||
| 26500 SCOTT RD | MENIFEE | CA | 92584 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CHILDREN'S CHAIN OF CHILDREN'S HOSPITAL LA | |||||||
| 4650 SUNSET BLVD MS 4 | LOS ANGELES | CA | 90027 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| CONVALESCENT AID SOCIETY | |||||||
| 3255 E FOOTHILL BLVD | PASADENA | CA | 91107 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| EDUCATING STUDENTS TOGETHER | |||||||
| 13101 W WASHINGTON BLVD | LOS ANGELES | CA | 90066 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| FOSTER NATION | |||||||
| 11150 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| FOUNDATION THINKAGAIN | |||||||
| 23555 WESTWOOD BLVD STE 431 | LOS ANGELES | CA | 90064 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $8,970 | |
| HAWAI'I COMMUNITY FOUNDATION | |||||||
| 444 HANA HWY STE 201 | KAHULUI | HI | 96732 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| HOPE THE MISSION | |||||||
| PO BOX 7609 | MISSION HILLS | CA | 91346 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| INSTITUTE OF ARTS MUSIC & SCIENCE | |||||||
| 16415 CLARK AVE | BELLFLOWER | CA | 90706 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| JEWISH FAMILY SERVICES OF LA | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| LYCEE INTERNATIONAL DE LOS ANGELES | |||||||
| 1105 W RIVERSIDE DR | BURBANK | CA | 91506 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,200 | |
| MERCY MEDICAL ANGELS | |||||||
| 4620 HAYGOOD RD STE 3 | VIRGINIA BEACH | VA | 23455 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| MOMENTUM WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVENUE UNIT A | CHATSWORTH | CA | 91311 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| NO KID HUNGRY | |||||||
| 1030 15TH STREET NW STE 1100W | WASHINGTON | DC | 20005 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,500 | |
| OAKWOOD SCHOOL | |||||||
| 11230 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $650 | |
| OPTIMIST YOUTH HOMES & FAMILY SERVICES | |||||||
| PO BOX 41-1076 | LOS ANGELES | CA | 90041 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 | |
| OUR BRAIN BANK | |||||||
| 222 RUSSELL DR | TELLURIDE | CO | 81435 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| PEACEABLE PRIMATE SANCTUARY | |||||||
| 6415 NORTH 800 W | WINAMAC | IN | 46996 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST FLOOR 10 | NEW YORK | NY | 10038 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| SEO - ANDREW GOLKIN MEM SCHOLARSHIP FUND | |||||||
| 55 EXCHANGE PLACE STE 601 | NEW YORK | NY | 10005 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD STE 204A | CLAREMONT | CA | 91711 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| STAND UP TO CANCER | |||||||
| PO BOX 843721 | LOS ANGELES | CA | 90084 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| THE EYE CANCER FOUNDATION | |||||||
| 115 EAST 61ST ST STE 5B | NEW YORK | NY | 10065 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| THE FLOW | |||||||
| 2305 CANYON DR | LOS ANGELES | CA | 90068 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| THE PAD PROJECT | |||||||
| 10573 W PICO BLVD STE 73 | LOS ANGELES | CA | 90064 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| THE PAINTED TURTLE | |||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 90401 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| TOTAL BOYS & GIRLS CLUB (VISTA) | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| UCLA UNICAMP | |||||||
| 2131 JOHN WOODEN CENTER | LOS ANGELES | CA | 90095 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| VIOLENCE INTERVENTION PROGRAM - HEARTBEATS | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| VIOLENCE INTERVENTION PROGRAM | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,000 | |
| VNA HOSPICE & PALLIATIVE CARE | |||||||
| 2151 E CONVENTION CENTER WAY STE | ONTARIO | CA | 91764 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | 100 |
| WALLACE RHEUMATIC DISEASES FOUNDATION | |||||||
| 8750 WILSHIRE BLVD 210 | BEVERLY HILLS | CA | 90211 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,500 | |
| WOMEN'S CANCER RESEARCH FUND OF BCRF | |||||||
| 4900 SAN FERNANDO RD | GLENDALE | CA | 91204 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,820 | 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 | $845 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $274,321 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $405,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,535 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $15,477 | Amt |
| Net Investment Income | $1,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,929 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BK OF NY MELLON CORP B/E | $75,999 | $75,947 |
| APPLE INC. 3%24 | $49,176 | $50,434 |
| 3M CO 3.25%24 | $52,385 | $50,448 |
| GLAXOSMITHKLINE CAP3%24F | $103,767 | $99,205 |
| US BANCORP NTS B/E 2.4%24 | $25,326 | $24,815 |
| JPMORGAN CHASE 3.125%25 | $103,670 | $99,264 |
| INTEL CORP 3.7%25 | $50,642 | $49,990 |
| CHARLES SCHWAB CORP NTS | $50,047 | $45,880 |
| AIR PRODUCTS AND 1.85%27 | $52,030 | $46,233 |
| EMERSON ELECTRIC 1.8%27 | $51,533 | $45,858 |
| AMER FUNDS THE BOND | $3,004 | $3,126 |
| DOUBLE LINE TOTAL RETURN | $6,776 | $7,047 |
| INVESCO ROCHESTER | $3,005 | $3,160 |
| LORD ABBETT SHORT | $6,008 | $6,087 |
| LORD ABBETT BOND | $1,502 | $1,558 |
| MAINSTAY MACKAY HIGH YIELD | $3,003 | $3,175 |
| PIMCO INCOME FUND | $6,761 | $6,985 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $8,330 | $42,377 |
| ACCENTURE PLC | $9,409 | $45,618 |
| AIR PROD & CHEMICALS | $4,458 | $31,487 |
| ALPHABET INC. CL A | $44,997 | $45,260 |
| ALPHABET INC. CL C | $17,970 | $47,916 |
| AMAZON.COM INC | $31,218 | $57,129 |
| AMERESCO INC | $39,307 | $28,503 |
| AMERICAN EXPRESS CO | $10,160 | $43,088 |
| AMERN TOWER CORP REIT | $24,450 | $23,747 |
| AMGEN INC | $5,838 | $43,203 |
| ANALOG DEVICES INC | $8,326 | $49,640 |
| APPLE INC | $22,346 | $76,434 |
| APTIV PLC | $16,895 | $26,019 |
| AT&T INC | $22,303 | $24,130 |
| AUTOMATIC DATA PROCESSING | $6,474 | $33,781 |
| AVALONBAY COMMUNITIES INC SBI | $16,309 | $18,722 |
| BROADCOM INC | $19,397 | $72,556 |
| CENCORA INC | $7,975 | $43,130 |
| SCHWAB CHARLES CORP NEW | $21,821 | $48,160 |
| CHEVRON CORP | $19,826 | $36,843 |
| CISCO SYSTEMS INC | $35,054 | $42,184 |
| CITIGROUP INC | $47,015 | $40,380 |
| COLGATE-PALMOLIVE CO | $12,527 | $37,065 |
| CONSTELLATION BRANDS | $24,722 | $37,471 |
| COSTCO WHOLESALE CO | $4,990 | $62,708 |
| DANAHER CORP | $1,457 | $32,388 |
| EMERSON ELECTRIC CO | $11,628 | $36,499 |
| EQUITY RESIDENTIAL SBI | $21,790 | $16,513 |
| EXXON MOBIL CORP | $18,653 | $39,392 |
| HOME DEPOT INC | $4,001 | $39,853 |
| ILLUMINA INC | $44,378 | $23,671 |
| INTEL CORP | $26,680 | $57,788 |
| INTERPUBLIC GRP COS | $26,985 | $31,824 |
| JOHNSON & JOHNSON | $10,541 | $32,132 |
| JPMORGAN CHASE & CO | $10,181 | $45,927 |
| LENNAR CORP | $12,771 | $55,890 |
| LILLY ELI & CO | $17,365 | $52,463 |
| LOCKHEED MARTIN CORP | $3,790 | $36,259 |
| MASTERCARD INC | $18,289 | $40,518 |
| MERCK & CO. INC. | $17,803 | $35,432 |
| META PLATFORMS INC CL A | $44,993 | $50,970 |
| MICROSOFT CORP | $29,551 | $70,696 |
| NEXTERA ENERGY INC | $21,134 | $42,518 |
| NTHN TRUST CORP | $19,474 | $32,064 |
| NVIDIA CORP | $20,704 | $64,379 |
| ORACLE CORP | $10,255 | $43,226 |
| PEPSICO INC | $12,556 | $33,968 |
| PROCTER & GAMBLE | $37,228 | $49,824 |
| PUBLIC STORAGE REIT | $13,842 | $19,825 |
| QUALCOMM INC | $12,996 | $48,451 |
| SHERWIN WILLIAMS CO | $13,010 | $45,226 |
| TARGET CORP | $13,850 | $32,045 |
| TEXAS INSTRUMENTS | $4,943 | $34,092 |
| THERMO FISHER SCIENTIFIC INC | $30,654 | $35,563 |
| US BANCORP | $23,457 | $35,057 |
| VENTAS INC | $17,999 | $18,939 |
| VERIZON COMMUNICATN | $22,613 | $24,505 |
| WEC ENERGY GROUP INC | $18,300 | $29,460 |
| DFA US MICRO CAP | $109,977 | $230,909 |
| DFA LARGE CAP | $252,878 | $270,001 |
| ISHARES RUSSELL 1000 ETF | $11,495 | $12,064 |
| ISHARES RUSSELL 2000 ETF | $11,627 | $13,046 |
| ISHARES RUSSELL 1000 VALUE ETF | $8,408 | $8,924 |
| ISHARES RUSSELL MIDCAP ETF | $8,969 | $9,716 |
| ISHARES CORE MSCI EAFE ETF | $17,394 | $18,150 |
| ISHARES CORE MSCI EMERGING | $11,123 | $11,381 |
| SPDR S&P 500 ETF TR | $22,761 | $23,766 |
| VANGUARD DIVID APPRECIATION ETF | $22,260 | $23,174 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,370,288 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,387,045 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO & CO 1.95%25 CD | AT COST | $80,000 | $77,460 |
| SALLIE MAE BANK 1.05%26 CD | AT COST | $99,501 | $90,619 |
| SALLIE MAE BANK UT US | AT COST | $25,261 | $23,565 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,050 | LegalFeesAmt |
| Net Investment Income | $205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,845 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,250 | $0 | $1,250 |
| WEBSITE AND SOCIAL MEDIA MAINTENANCE | $10,115 | $0 | $10,115 |
| CHARITABLE EVENTS | $1,030 | $0 | $1,030 |
| MEALS | $133 | $0 | $133 |
| INSURANCE | $1,199 | $120 | $1,079 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MERGER WITH ALIX BROTMAN FOUNDATION, 95-2589230 | Desc |
| Amt | $223,144 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $36,581 | Amt |
| Net Investment Income | $36,581 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY FEE | $75 | $0 | $75 |
| FOREIGN TAXES ON DIVIDENDS | $549 | $549 | $0 |
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