SAUL BRANDMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAUL BRANDMAN FOUNDATION (EIN 95-4456430)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-19
- IRS object ID
- 202413249349100616
- 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
- Contractor Compensation Expln
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-19T12:58:08-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731690684 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gaytan & Leevan LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W Olympic Blvd Ste 1600 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | 954456430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL BRANDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 3107778395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 959 WILSHIRE BLVD 606 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILTON CHODOROW | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-11-19 | 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 | Raymond Gaytan CPA | PreparerPersonNm |
| PTIN | P00599617 | PTIN |
| Phone | 3104775252 | 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 | $275,773,211 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,825,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,825,305 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,825,305 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | $11,841,790 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,841,790 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,667,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,667,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,825,305 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $200,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,027 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,027 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,227,781 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $154,375 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,073,406 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,607 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,804 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,804 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $367,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $337,254 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,941 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,542 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $20,399 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $97,778 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $97,778 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,705 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,705 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$93,616 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,051,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $442,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,609,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,289,091 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,289,091 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,341,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $442,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,898,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,673,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,224,736 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,825,305 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,936,846 | CashBOYAmt |
| Cash EOY | $3,731,279 | CashEOYAmt |
| Cash EOYFMV | $3,731,279 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $181,931 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,660 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $24,387 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $603,509 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $643,233 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $71,570,069 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,234,804 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,673,029 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $12,422,430 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,240,105 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $171,115,959 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $171,587,834 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $202,461,178 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $22,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,996 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,446 | LandBOYAmt |
| Land EOY | $5,446 | LandEOYAmt |
| Other Assets BOY | $22,060 | OtherAssetsBOYAmt |
| Other Assets EOY | $387,783 | OtherAssetsEOYAmt |
| Total Assets BOY | $249,832,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $240,978,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $275,773,211 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,343 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $249,237 | AccountsPayableEOYAmt |
| Grants Payable BOY | $22,302,174 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,661,637 | GrantsPayableEOYAmt |
| Other Liabilities EOY | $365,694 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,306,517 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,276,568 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $227,525,794 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $218,702,177 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $227,525,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $218,702,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $249,832,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $240,978,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $227,525,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,673,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,984,051 | OtherIncreasesAmt |
| Subtotal | $222,835,870 | SubtotalAmt |
| Other Decreases | $4,133,693 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $218,702,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,124,894 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183,824 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $183,824 | SubtotalAmt |
| Tax Based On Investment Income | $183,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $193,042 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $193,042 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,508 | EsPenaltyAmt |
| Overpayment | $5,710 | OverpaymentAmt |
| Applied To ES Tax | $5,710 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | DANIELLE SAVKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3107778395 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9595 WILSHIRE BLVD ST 606 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOYCE BRANDMAN | ||||||
| 959 WILSHIRE BLVE STE 606 | BEVERLY HILLS | CA | 90212 | President | 40.00 | $200,000 |
| MARK RUBIN | ||||||
| 959 WILSHIRE BLVD STE 606 | BEVERLY HILLS | CA | 90212 | Director | 1.00 | $0 |
| MICHELLE RUBIN | ||||||
| 959 WILSHIRE BLVD STE 606 | BEVERLY HILLS | CA | 90212 | Director | 1.00 | $0 |
| HILTON CHODOROW | ||||||
| 959 WILSHIRE BLVD STE 606 | BEVERLY HILLS | CA | 90212 | Treasurer/Direc | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE SAVKA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 959 WILSHIRE BLVD SYE 606 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,207 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DE CASTRO WEST CHODOROW MENDLER & GL | |||||
| 10960 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | LEGAL SERVICES | $602,998 |
| GAYTAN & LEEVAN LLP | |||||
| 11400 WEST OLYMPIC BLVD 16TH FLOOR | LOS ANGELES | CA | 90064 | ACCOUNTING | $14,960 |
| BDO USA | |||||
| 515 S FLOWER STREET 47TH FLOOR | LOS ANGELES | CA | 90071 | ACCOUNTING | $25,143 |
| MANATT PHELPS & PHILLIPS | |||||
| 2049 CENTURY PARK EAST 1700 | LOS ANGELES | CA | 90067 | LEGAL SERVICES | $293,423 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CHARITY ONLY MAKES GIFTS TO SECTION 501(C)(3)ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,263,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,334,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $202,461,178 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $279,058,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $138,053,053 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $279,058,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,185,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,872,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,743,636 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,743,636 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $183,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $183,824 | TotalTaxAmt |
| Distributable Before Adj | $13,559,812 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,559,812 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,559,812 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,898,712 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,898,712 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,559,812 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $5,347,742 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $5,347,742 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,898,712 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,559,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,338,900 | RemainingDistriFromCorpusAmt |
| Total Corpus | $18,686,642 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,686,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,347,742 | ExcessFromYear4Amt |
| Excess From Current Year | $13,338,900 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 959 WILSHIRE BLVD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10004 | NONE | N/A | ANNUAL PLEDGE-GRANTS TO FUND THE FOLLOWING BUILDINGS:SCIENCE LAB FOR GERTZ | $50,961 |
| BETH T'SHUVA | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | N/A | FUNDING FRO PACE PROGRAM, SENIOR CENTER | $220,000 |
| EISENHOWER MEDICAL CENTER | |||||||
| 39000 BOB HOPE CENTER | RANCHO MIRAGE | CA | 92270 | NONE | N/A | FUNDING FOR MEDICAL BUILDING | $4,000,000 |
| JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | N/A | ANNUAL PLEDGE FOR PACE PROGRAM, SENIOR CENTER | $24,500 |
| OHANA ONE | |||||||
| 555 WEST 5TH STREET 35TH FL | LOS ANGELES | CA | 90013 | NONE | N/A | ONE TIME CONTRIBUTION | $500,000 |
| THE SAN DIEGO FOUNDATION | |||||||
| 16870 W BERNARDO DR 400 | SNA DIEGO | CA | 92127 | NONE | N/A | ONE TIME CONTRIBUTION | $1,500 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVE 900 | LOS ANGELES | CA | 90024 | NONE | N/A | CONTRIBUTION FOR MEDICAL ENDEAVORS | $555,000 |
| INTERNATIONAL HEARING DOG INC | |||||||
| 5901 E 89TH AVENUE | HENDERSON | CO | 80640 | NONE | N/A | ONE TIME CONTRIBUTION | $30,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVEM FL 17 | CHICAGO | IL | 60601 | NONE | N/A | ONE TIME CONTRIBUTION | $222,000 |
| ADOPT A FAMILY | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | N/A | ONE TIME CONTRIBUTION | $10,000 |
| TEAM IMPACT | |||||||
| 500 VICTORY RD 3RD FLOOR | QUINCY | MA | 02171 | NONE | N/A | ONE TIME CONTRIBUTION | $1,500 |
| LEWIS UNIVERSITY | |||||||
| 1 UNIVERSITY PARKWAY | ROMEOVILLE | IL | 60446 | NONE | N/A | ONE TIME CONTRIBUTION | $2,000 |
| HABITAT FOR HUMANITY | |||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | NONE | N/A | ONE TIME CONTRIBUTION | $500 |
| IAN'S FRIENDS FOUNDATION | |||||||
| 855 MARSEILLES | ATLANTA | GA | 30327 | NONE | N/A | ONE TIME CONTRIBUTION | $1,000 |
| MEALS ON WHEELS WEST | |||||||
| 343 CHURCH LANE | LOS ANGELES | CA | 90049 | NONE | N/A | ONE TIME CONTRIBUTION | $300 |
| JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | N/A | ONE TIME CONTRIBUTION | $11,000 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 I St NW | WASHINGTON | DC | 20052 | NONE | N/A | ONE TIME CONTRIBUTION | $500,000 |
| HARMONY PROJECT | |||||||
| 2410 BEVERLY LBLVD | LOS ANGELES | CA | 90057 | NONE | N/A | ONE TIME CONTRIBUTION | $10,000 |
| CHILDREN OF FALLEN PATRIOTS | |||||||
| 1818 LIBRARY STREET SUITE 500 | RESTON | VA | 20190 | NONE | N/A | ONE TIME CONTRIBUTION | $500,000 |
| VISTA DEL MAR CHILD SVCS | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | N/A | ONE TIME CONTRIBUTION | $125,000 |
| THE MIDNIGHT MISSION | |||||||
| 601 SAN PEDRO STREET | LOS ANGELES | CA | 90014 | NONE | N/A | ONE TIME CONTRIBUTION | $100 |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | NONE | N/A | ONE TIME CONTRIBUTION | $300 |
| CAYLON'S CHILDEN MUSEUM | |||||||
| 395 SANTA MONICA PLACE 374 | SANTA MONICA | CA | 90401 | NONE | N/A | ONE TIME CONTRIBUTION | $10,000 |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | N/A | N/A | ONE TIME CONTRIBUTION | $200 |
| MAKE A WISH GREATER LA | |||||||
| 11390 OLYMPIC BLVD 300 | LOS ANGELES | CA | 90064 | N/A | N/A | ONE TIME CONTRIBUTION | $100 |
| BETH JACOB TIFERET GALA | |||||||
| 9030 OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | N/A | N/A | ONE TIME CONTRIBUTION | $3,500 |
| AMERICAN BARBER ASSOCIATION | |||||||
| PO BOX 11661 | SHOREWOOD | WI | 53211 | N/A | ONE TIME CONTRIBUTION | $150 | |
| THE MULLIGANEERS | |||||||
| 612 72ND CT | DOWNERS GROVE | IL | 60516 | N/A | N/A | ONE TIME CONTRIBUTION | $500 |
| RIDE ON THERAPEUTIC HORSEMANSHIP | |||||||
| 401 RONEL CT | NEWBURY PARK | CA | 91320 | NONE | N/A | ONE TIME CONTRIBUTION | $100 |
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10004 | N/A | N/A | BULDING OF A RESIDENCE COMPLEX AT THE EDMOND J SAFRA CAMPUS OF THE HEBREW UNIVERSITY OF JERUSALEM. | $8,994,280 |
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10001 | N/A | N/A | BULDING OF A RESIDENCE COMPLEX AT THE EDMOND J SAFRA CAMPUS OF THE HEBREW UNIVERSITY OF JERUSALEM. | $9,514,500 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 5200 | HARLAN | IA | 51593 | N/A | N/A | CHARITY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,289,091 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,825,305 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,667,095 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,667,095 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $45,607 | Amt |
| Net Investment Income | $22,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,804 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (4 entries)
| ExplanationExplanationTxt |
|---|
| BDO USA |
| AUDIT AND TAX PREPARATION FEES |
| DE CASTRO WEST CHODOROW MENDLER & GL |
| LEGAL FEES |
| GAYTAN & LEEVAN LLP |
| AUDIT AND TAX PREPARATION FEES |
| MANATT PHELPS & PHILLIPS |
| LEGAL FEES |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Furniture and Fixtures | $5,341 | $5,341 | |
| Machinery and Equipment | $17,101 | $11,655 | $5,446 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $1,227,781 | LegalFeesAmt |
| Net Investment Income | $154,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,073,406 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Due from President | $22,060 | $22,090 |
| RIGHT OF USE ASSET | $365,693 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LOSS | $1,124,894 |
| FEDERAL EXCISE TAX | $183,873 |
| MEALS | $5,217 |
| NET ADJUSTMENTS TO GRANTS PAYABLE | $2,819,709 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AUTO EXPENSES | $20,512 | $20,512 | |
| BANK CHARGES | $71 | $71 | |
| GIFTS | $300 | $300 | |
| MEALS AT 50% | $5,216 | $5,216 | |
| MISCELLANEOUS | -$93,616 | -$93,616 | |
| NSURANCE | $40,297 | $40,297 | |
| OFFICE SUPPLIES | $7,438 | $7,438 | |
| PARKNG AND TOLLS | $8,214 | $8,214 | |
| POSTAGE | $2,140 | $2,140 | |
| REPAIRS AND MAINTENANCE | $3,049 | $3,049 | |
| SECURITY | $1,000 | $1,000 | |
| STORAGE | $5,999 | $5,999 | |
| TELEPHONE | $2,260 | $2,260 | |
| UTILITIES | $2,006 | $2,006 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $11,841,790 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH TO GAAP CONVERSION OF GRANTS PAYABLE | $4,398,617 |
| CHANGE IN DISCOUNT OF LONG TERM GRANTS PAYABLE | $231,500 |
| TAX-EXEMPT INTEREST INCOME | $258,980 |
| UNREALIZED GAINS | $4,094,954 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| ROU LIABILITY | $365,693 |
| Rounding | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $30,000 | $0 | $0 | $30,000 |
| INVESTMENT FEES | $337,254 | $337,254 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $21,542 | $21,542 | |
| PAYROLL TAXES | $18,222 | $18,222 | |
| PROPERTY TAXES | $2,177 | $2,177 |
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