KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION (EIN 91-2147173)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-18
- IRS object ID
- 202432929349100618
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-18T14:21:08-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953992058 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blankstein & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5850 Canoga Ave Suite 220 | AddressLine1Txt |
| City | Woodland hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912147173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH J AND MARILYNN J FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 8187665542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4528 GUILDHALL COURT | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH J FRIEDMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-10-05 | 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 | David S Blankstein CPA | PreparerPersonNm |
| PTIN | P00355467 | PTIN |
| Phone | 8183482000 | PhoneNum |
| 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 | $67,342 | 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 | $55,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,611 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $59,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,611 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,900 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,450 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $4,450 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,386 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $693 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $693 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,471 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,450 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,450 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,240 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,386 | CashBOYAmt |
| Cash EOY | $16,625 | CashEOYAmt |
| Cash EOYFMV | $16,625 | CashEOYFMVAmt |
| Other Investments BOY | $60,815 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $60,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,717 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $71,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,201 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $77,601 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,240 | ExcessRevenueOverExpensesAmt |
| Other Increases | $160 | OtherIncreasesAmt |
| Subtotal | $77,601 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,601 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Due | $0 | 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 | KENNETH J FRIEDMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187665542 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4528 GUILDHALL COURT | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | 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 | Yes (true) | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KENNETH J FRIEDMAN | ||||||
| 4528 GUILDHALL COURT | WESTLAKE VILLAGE | CA | 91361 | Trustee | 0.91 | $8,900 |
| ALAYNE E MESKIN | ||||||
| 25747 SHAKER BLVD | BEACHWOOD | OH | 44122 | ADVISORY COMMIT | 0.00 | $0 |
| DANIEL E FRIEDMAN | ||||||
| 18434 BERMUDA STREET | PORTER RANCH | CA | 91326 | ADVISORY COMMIT | 0.00 | $0 |
| ERIC J FRIEDMAN | ||||||
| 5407 COLFAX AVE 123 | NORTH HOLLYWOOD | CA | 91601 | ADVISORY COMMIT | 0.00 | $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 | $47,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $57,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,124 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,856 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $2,856 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,856 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,148 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,148 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,856 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $192,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,992 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,419 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,559 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $409,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,148 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,292 | RemainingDistriFromCorpusAmt |
| Total Corpus | $454,948 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $192,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,822 | ExcessFromYear4Amt |
| Excess From Year3 | $23,992 | ExcessFromYear3Amt |
| Excess From Year2 | $101,419 | ExcessFromYear2Amt |
| Excess From Year1 | $22,559 | ExcessFromYear1Amt |
| Excess From Current Year | $45,292 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAT ARI EL | |||||||
| 12020 BURBANK BLVD | VALLEY VILLAGE | CA | 91607 | N/A | PC | GENERAL OPERATING PURPOSES | $13,550 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | N/A | PC | GENERAL OPERATING PURPOSES | $2,000 |
| ANDREW GOODMAN FOUNDATION | |||||||
| 55 EXCHANGE PLACE 402 | NEW YORK | NY | 10005 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING PURPOSES | $5,500 |
| CLEVELAND KOSHER FOOD PANTRY | |||||||
| 2004 S GREEN ROAD | CLEVELAND | OH | 44121 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| FOUNDATION FOR COMMUNITY ASSOCIATIO | |||||||
| 6402 ARLINGTON BLVD 500 | FALLS CHURCH | VA | 22042 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| HILLEL AT UCLA | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL OPERATING PURPOSES | $2,500 |
| HILLELS OF THE VALLEY | |||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | N/A | PC | GENERAL OPERATING PURPOSES | $1,500 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD 715 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL OPERATING PURPOSES | $1,500 |
| MAGEN DAVID ADOM | |||||||
| 6505 WILSHIRE BLVD 650 | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 |
| MASORTI FOUNDATION | |||||||
| 475 RIVERSIDE DR 832 | NEW YORK | NY | 10115 | N/A | PC | GENERAL OPERATING PURPOSES | $1,500 |
| MAZON | |||||||
| 1990 BUNDY DR 260 | LOS ANGELES | CA | 90025 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 |
| MOMENT | |||||||
| PO BOX 37859 | BOONE | IA | 50037 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 01002 | N/A | PC | GENERAL OPERATING PURPOSES | $1,000 |
| PICO UNION PROJECT | |||||||
| 1153 VALENCIA ST | LOS ANGELES | CA | 90005 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| TEMPLE RAMAT ZION | |||||||
| 17655 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | N/A | PC | GENERAL OPERATING PURPOSES | $3,350 |
| THE FORWARD | |||||||
| 125 MAIDEN LANE 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| THE WARRIOR CONNECTION | |||||||
| 2140 HALL JOHNSON ROAD 103/303 | GRAPEVINE | TX | 76051 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| US FUND FOR UNICEF | |||||||
| 125 MADISON LANE | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,611 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,611 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,611 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF CLAUDE I HOWARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4528 GUILDHALL COURT | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | CategoryTxt |
| Amt | $1,386 | Amt |
| Net Investment Income | $693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $693 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1739 shares liberty allstar equity fund | FMV | $10,261 | $11,805 |
| 2850 shares allspring global div. opp. | FMV | $16,977 | $13,851 |
| 1575 shares calamos global dynamic fund | FMV | $16,779 | $10,805 |
| 4800 shares credit suisse asset mgmt | FMV | $16,959 | $14,256 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| filing fees | $25 | $25 | |
| office supplies | $160 | $80 | $80 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | non taxable dividend | Desc |
| Amt | $160 | Amt |
Comments