SUPO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUPO FOUNDATION (EIN 86-1154955)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202423099349100882
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T18:16:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARTIN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N BRAND BLVD 230 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 | 861154955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % R MARTIN & ASSOCIATES | InCareOfNm |
| Business Name Control | SUPO | BusinessNameControlTxt |
| Phone | 8182408849 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N BRAND BLVD Suite 230 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SUPOWITZ | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 8182408849 | PhoneNum |
| Signature | 2024-10-31 | 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 | RICARDO L MARTIN CPA | PreparerPersonNm |
| PTIN | P00293723 | PTIN |
| Phone | 8182408849 | 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 | $2,052,714 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $63,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,243 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $63,243 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$92,391 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,913,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$29,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,243 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $63,243 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $672 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15,000 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,672 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,000 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $389,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $389,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $404,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,000 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$434,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,243 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,198 | CashBOYAmt |
| Cash EOY | $33,645 | CashEOYAmt |
| Other Investments BOY | $2,209,734 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,052,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,052,714 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,256,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,086,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,052,714 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,256,932 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,086,359 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,256,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,256,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,086,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,256,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$434,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $263,472 | OtherIncreasesAmt |
| Subtotal | $2,086,359 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,086,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES, LLC -4858 | $913,855 | $915,928 | -$1,898 | -$2,073 |
| NATIONAL FINANCIAL SERVICES LLC- 4858 | $999,816 | $1,093,999 | -$90,493 | -$94,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$92,391 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $671 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $671 | SubtotalAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,311 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,311 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,640 | OverpaymentAmt |
| Applied To ES Tax | $6,640 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARTIN & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8182408849 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N BRAND BLVD SUITE 230 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ONNIE BARON | ||||||||
| 505 N BRAND BLVD | GLENDALE | CA | 91203 | FOUND. MGR | 0 | $0 | $0 | $0 |
| STEVEN SUPOWITZ | ||||||||
| 505 N BRAND BLVD | GLENDALE | CA | 91203 | FOUND. MGR. | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $671 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $389,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,549 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $211,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $160,331 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $411,539 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $893,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $389,225 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,282,744 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,549 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,276,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,000 | ExcessFromYear4Amt |
| Excess From Year3 | $211,100 | ExcessFromYear3Amt |
| Excess From Year2 | $160,331 | ExcessFromYear2Amt |
| Excess From Year1 | $411,539 | ExcessFromYear1Amt |
| Excess From Current Year | $389,225 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACCESS BOOKS | |||||||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | NON RELATED | PF | UNRISTRICTED DONATION | $500 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NON RELATED | PF | UNRISTRICTED DONATION | $16,300 | ||||
| THE JEWISH WAR VETERANS POST #603 | |||||||||||
| 11000 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NON RELATED | PF | UNRESTRICTED DONATION | $67,500 | ||||
| BIG BROTHERS BIG SISTERS OF VENTURA COUNTY | |||||||||||
| 2435 VENTURA BLVD SUITE A | CAMARILLO | CA | 93010 | NON RELATED | PF | UNRESTRICTED DONATION | $50,340 | ||||
| STAND WITH US | |||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NON RELATED | PF | UNRESTRICTED DONATION | $15,000 | ||||
| BURBANK BOYS AND GIRLS CLUB | |||||||||||
| 300 E ANGELENO AVE | BURBANK | CA | 91502 | NON RELATED | PF | UNRESTRICTED DONATION | $1,500 | ||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 | ||||
| CAMP RONALD MCDONALD | |||||||||||
| 1250 LYMAN PLACE | LOS ANGELES | CA | 90029 | NON RELATED | PF | UNRESTRICTED DONATION | $2,000 | ||||
| CARSON SHERIFF'S STATION SUPPORT FOUNDATION | |||||||||||
| 21356 S AVALON BLVD | CARSON | CA | 90745 | NON RELATED | PF | UNRESTRICTED DONATION | $32,500 | ||||
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 | ||||
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | |||||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NON RELATED | PF | UNRISTRICTED DONATION | $500 | ||||
| SIMON WIESENTHAL CENTER | |||||||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NON RELATED | PF | UNRESTRICTED DONATION | $18,500 | ||||
| JEWISH WAR VETERANS USA | |||||||||||
| 1811 R STREET NW | WASHINGTON | DC | 20009 | NON RELATED | PF | UNRESTRICTED DONATION | $1,500 | ||||
| LASD MOTORSPORTS | |||||||||||
| 3807 SIERRA HIGHWAY | ACTON | CA | 93510 | NON RELATED | PF | UNRESTRICTED DONATION | $2,500 | ||||
| LASD YOUTH FOUNDATION | |||||||||||
| 211 W TEMPLE ST 8TH FLOOR | LOS ANGELES | CA | 90012 | NON RELATED | PF | UNRESTRICTED DONATION | $19,196 | ||||
| CASA PACIFICA FOR CHILDREN & FAMILIES | |||||||||||
| 1722 S LEWIS RD | CAMARILLO | CA | 93012 | NON RELATED | PF | UNRESTRICTED DONATION | $2,000 | ||||
| EREZ FOUNDATION OF ISRAEL | |||||||||||
| NON RELATED | PF | UNRESTRICTED DONATION | $10,000 | YIGAL ALON 94 B | TEL AVIV | IS | 6789156 | ||||
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||||||
| 1875 CENTURY PARK E STE 200 | LOS ANGELES | CA | 90067 | NON RELATED | PF | UNRESTRICTED DONATION | $3,100 | ||||
| MAPS CHARITIES | |||||||||||
| 14320 VENTURA BLVD 331 | SHERMAN OAKS | CA | 91423 | NON RELATED | PF | UNRESTRICTED DONATION | $1,573 | ||||
| LOS ANGELES JEWISH HEALTH | |||||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NON RELATED | PF | UNRESTRICTED DONATION | $1,650 | ||||
| SAFE PASSAGE YOUTH FOUNDATION THOUSAND OAKS | |||||||||||
| 482 GREENMEADOW AVE | THOUSAND OAKS | CA | 91361 | NON RELATED | PF | UNRESTRICTED DONATION | $2,000 | ||||
| SAN FERNANDO RESCUE MISSION | |||||||||||
| 8756 CANBY AVENUE | NORTHRIDGE | CA | 91325 | NON RELATED | PF | UNRESTRICTED DONATION | $1,800 | ||||
| JEWISH WAR VETERANS POST 138 | |||||||||||
| 16111 PLUMMER ST BLDG 22 ROOM 217 | NORTH HILLS | CA | 91343 | NON RELATED | PF | UNRISTRICTED DONATION | $6,000 | ||||
| WEST VALLEY FOOD PANTRY | |||||||||||
| 5700 RUDNICK AVE | WOODLAND HILLS | CA | 91367 | NON RELATED | PF | UNRESTRICTED DONATION | $17,355 | ||||
| TIJUANA ROTARY CLUB | |||||||||||
| NON RELATED | PF | UNRESTRICTED DONATION | $1,000 | PROLOG ANAHUAC 17780 FRACC RINCO | TIJUANA | MX | 1000 | ||||
| VALLEY FRIENDSHIP CIRCLE | |||||||||||
| 3816 LAUREL CANYON BLVD | STUDIO CITY | CA | 91604 | NON RELATED | PF | UNRESTRICTED DONATION | $1,800 | ||||
| OPEN ARMS FOOD PANTRY & RESOURCE CENTER | |||||||||||
| 2010 W 62ND ST | LOS ANGELES | CA | 90047 | NON RELATED | PF | UNRESTRICTED DONATION | $7,345 | ||||
| AMERICAN SOCIETY FOR THE PREVOF CRUELTY TO ANIMAL | |||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NON RELATED | PF | UNRESTRICTED DONATION | $2,700 | ||||
| VENTURA COUNTY FIRE DEPARTMENT WIDOWS ORPHANS | |||||||||||
| 3251 CORTE MALPASO SUITE 501B | CAMARILLO | CA | 93012 | NON RELATED | POF | UNRESTRICTED DONATION | $10,000 | ||||
| JEWISH BROADCASTING SERVICE | |||||||||||
| PO BOX 360 | STAMFORD | CT | 06904 | NON RELATED | PF | UNRESTRICTED DONATION | $1,800 | ||||
| VERNON POLICE OFFICER'S BENEFIT ASSOCIATION | |||||||||||
| 4305 SANTA FE AVE | VERNON | CA | 90058 | NON RELATED | PF | UNRESTRICTED DONATION | $7,900 | ||||
| SHERIFF'S YOUTH FOUNDATION | |||||||||||
| 211 W TEMPLE | LOS ANGELES | CA | 90012 | NON RELATED | PF | UNRESTRICTED DONATION | $5,700 | ||||
| WEST RANCH HIGH SCHOOL | |||||||||||
| 26255 W VALENCIA BLVD | STEVENSON RANCH | CA | 91381 | NON RELATED | PF | UNRISTRICTED DONATION | $30,000 | ||||
| WESTMINISTER FREE CLINIC | |||||||||||
| 1000 E JANSS ROAD | THOUSAND OAKS | CA | 91360 | NON RELATED | PF | UNRISTRICTED DONATION | $5,000 | ||||
| HOME 4 FAMILIES | |||||||||||
| 21031 VENTURA BLVD SUITE 610 | WODLAND HILLS | CA | 91364 | NON RELATED | PF | UNRISCTRICTED DONATION | $5,000 | ||||
| SOVA COMMUNITY FOOD & RESOURCE PROGRAM | |||||||||||
| 16650 SHERMAN WAY | VAN NUYS | CA | 91406 | NON RELATED | PF | UNRISTRICTED DONATION | $8,100 | ||||
| GOOD HART COFFEE COMPANY LLC | |||||||||||
| 1145 EAST DOMINGUEZ ST UNIT I | CARSON | CA | 90746 | NON RELATED | PF | UNRISTRICTED DONATION | $716 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONRELATED | PF | UNRISTRICTED DONATION | $3,300 | ||||
| MOBAR COFFEE CO | |||||||||||
| 4884 3/4 HUNTINGTON DR | LOS ANGELES | CA | 90032 | NONRELATED | UNRISTRICTED DONATION | $700 | |||||
| ALZHEIMER'S LOS ANGELES | |||||||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NONRELATED | PF | UNRISTRICTED DONATION | $1,800 | ||||
| PACIFIC AREA BOOSTERS ASSOCIATION | |||||||||||
| PO BOX 2895 | LOS ANGELES | CA | 90294 | NONRELATED | PF | UNRISTRICTED DONATION | $20,000 | ||||
| THE GUARDIANS OF LOS ANGELES JEWISH HEALTH | |||||||||||
| 10780 SANTA MONICA BLVD SUITE 225 | LOS ANGELES | CA | 90025 | NONRELATED | PF | UNRISTRICTED DONATION | $1,050 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $389,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $63,243 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$92,391 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$29,148 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$29,148 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LINCOLN PREMIER PLUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,052,714 | BookValueAmt |
| EOYFMV | $2,052,714 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $10,672 | $10,672 | $10,672 |
| OFFICE EXPENSES | $4,328 | $4,328 | $4,328 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS INVESTMENT | Desc |
| Amt | $263,472 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREING TAXES PAID | CategoryTxt |
| Amt | $672 | Amt |
Comments