SANDEL FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANDEL FAMILY FOUNDATION (EIN 46-7034940)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349106130
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T19:09:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954009917 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & DAVIS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD STE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913645111 | 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 | 467034940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 3104573260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27422 PACIFIC COAST HIGHWAY | AddressLine1Txt |
| City | MALIBU | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90265 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN SANDEL | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3104573260 | PhoneNum |
| Signature | 2024-11-14 | 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 | SHANNON L DECK | PreparerPersonNm |
| PTIN | P00744314 | PTIN |
| Phone | 8189902490 | PhoneNum |
| Preparation | 2024-11-14 | 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 | $2,347,975 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $51,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,046 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,046 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,271 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $15 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $15 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $100,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $51,061 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $110 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,620 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,550 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $10,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,061 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51,061 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,010 | CashBOYAmt |
| Cash EOY | $38,105 | CashEOYAmt |
| Cash EOYFMV | $38,105 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,520,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,462,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,309,783 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $21 | OtherAssetsBOYAmt |
| Other Assets EOY | $79 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $79 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,566,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,500,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,347,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,566,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,500,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,566,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,566,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,500,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,566,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,807 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,500,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,500,240 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $710 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $710 | SubtotalAmt |
| Tax Based On Investment Income | $710 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $746 | TaxDueAmt |
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 | DE | 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 | SHANNON L DECK CPA MST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189902490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD SUITE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TALI SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | OFFICER | 000.00 | $0 | $0 | $0 |
| ARI SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | OFFICER | 000.00 | $0 | $0 | $0 |
| JOYCE SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAN SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PRESIDENT/TR | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,199,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,236,122 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,236,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,202,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $710 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $710 | TotalTaxAmt |
| Distributable Before Adj | $109,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $109,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $109,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $156,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,419 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,802 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $34,513 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $40,315 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,075 | QualifyingDistributionsAmt |
| Applied To Current Year | $109,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,656 | RemainingDistriFromCorpusAmt |
| Total Corpus | $86,971 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,802 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,169 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $34,513 | ExcessFromYear3Amt |
| Excess From Current Year | $46,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $200 | |
| A O R N FOUNDATION | ||||||||
| 2170 S PARKER ROAD | DENVER | CO | 80231 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $15,000 | STE 400 |
| A S P C A | ||||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $300 | |
| A PLACE CALLED HOME | ||||||||
| 2830 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | |
| AMERICANS FOR BEN GURION UNIVERSITY | ||||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $5,000 | |
| AMERICANS FOR PEACE NOW | ||||||||
| 5870 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | |
| AMERICAN FRIENDS - TEL AVIV MUSEUM | ||||||||
| 954 LEXINGTON AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $10,000 | STE 2196 |
| AMERICAN FRIENDS - TEL AVIV UNIVST | ||||||||
| 8 WEST 40TH STREET 8TH FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID | ||||||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $10,000 | STE 1100 |
| AMNESTY INTERNATIONAL | ||||||||
| 5 PENN PLAZA | NEW YORK | NY | 10001 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $500 | |
| CALABASAS ALUMNI ASSOCIATION | ||||||||
| 22855 MULHOLLAND HIGHWAY | CALABASAS | CA | 91302 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $7,500 | |
| CEDARS SINAI | ||||||||
| 6500 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $30,000 | STE 1600 |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FLR | NEW YORK | NY | 10001 | NONE | PUBLIC CHAIR | GENERAL PUBLIC SUPPORT | $1,000 | |
| FRIENDS OF THE IDF | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF MALIBU URGENT CARE | ||||||||
| PO BOX 6836 | MALIBU | CA | 90264 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $4,400 | |
| GREATER LOS ANGELES ZOO | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $1,500 | |
| HARMONY PROJECT | ||||||||
| 4322 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | STE 101 |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $500 | |
| HUMANE SOCIETY | ||||||||
| 1255 23RD ST | GLENDALE | CA | 91204 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $250 | |
| ISRAEL FILM FESTIVAL LOS ANGELES | ||||||||
| 324 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | STE 424 |
| J STREET EDUCATION FUND | ||||||||
| PO BOX 6673 | WASHINGTON | DC | 20035 | NONE | PUBLIC CHAIR | GENERAL PUBLIC SUPPORT | $7,500 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $1,800 | STE 715 |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHAIR | GENERAL PUBLIC SUPPORT | $1,800 | |
| JEWS UNITED FOR DEMOCRACY | ||||||||
| 4659 BALBOA AVE | ENCINO | CA | 91316 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $500 | |
| LACPCA | ||||||||
| 1223 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $275 | STE 435 |
| LA FOOD BANK | ||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $3,000 | |
| LOS ANGELES JEWISH HEALTH | ||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $800 | |
| L A C M A | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | |
| THE MUSEUM OF CONTEMPORARY ART | ||||||||
| 250 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $1,500 | |
| PARTNERS FOR PROGRESSIVE ISRAEL | ||||||||
| 601 WEST 26TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $3,000 | SUITE 325-30 |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHAIR | GENERAL PUBLIC SUPPORT | $1,000 | |
| PROVIDENCE TARZANA FOUNDATION | ||||||||
| 18321 CLARK ST | TARZANA | CA | 91356 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $500 | |
| SETON LASALLE CATHOLIC HIGH SCHOOL | ||||||||
| 1000 MCNEILLY ROAD | MOUNT LEBANON | PA | 15226 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $500 | |
| SHERWOOD CARES | ||||||||
| 320 W STAFFORD RD | THOUSAND OAKS | CA | 91361 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $3,500 | |
| STAND BY ME | ||||||||
| 15910 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $1,000 | STE 700 |
| U C L A | ||||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | STE 1000 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | NONE | PUBLIC CHAIR | GENERAL PUBLIC SUPPORT | $5,000 | |
| USC MARSHALL FOUNDATION | ||||||||
| 3670 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHAIR | GENERAL SUPPORT | $2,500 | |
| WORLD WILD LIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHAIR | GENERAL PUBLIC SUPPORT | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51,046 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $49,487 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $100,548 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,548 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| JP MORGAN 5003 - SEE STATEMENT | PURCHASE | $104,453 | $103,972 | $481 |
| JP MORGAN 5003 - SEE STATMENT | PURCHASE | $182,818 | $133,812 | $49,006 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | J.P. MORGAN ACCOUNT 5003 | StockNm |
| EOY Book Value | $1,462,048 | EOYBookValueAmt |
| EOYFMV | $2,309,783 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDENDS RECEIVABLE PER 1099 | CategoryOrItemTxt |
| Book Value | $8 | BookValueAmt |
| EOYFMV | $8 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT CORPORATION | CategoryTxt |
| Legal Fees | $110 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $21 | BOYBookValueAmt |
| EOY Book Value | $79 | EOYBookValueAmt |
| EOYFMV | $79 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEES | $7,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| OTHER TAXES | $735 |
| FOREIGN TAXES | $1,885 |
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