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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-04T18:16:21-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1R MARTIN & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 N BRAND BLVD 230AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861154955EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUPO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% R MARTIN & ASSOCIATESInCareOfNm
Business Name ControlSUPOBusinessNameControlTxt
Phone8182408849PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 N BRAND BLVD Suite 230AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN SUPOWITZPersonNm
Person TitleFOUNDATION MANAGERPersonTitleTxt
Phone8182408849PhoneNum
Signature2024-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICARDO L MARTIN CPAPreparerPersonNm
PTINP00293723PTIN
Phone8182408849PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,052,714FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,243DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,243DividendsNetInvstIncmAmt
Dividends Adj Net Incm$63,243DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$92,391NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,913,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$29,148TotalRevAndExpnssAmt
Total Net Invst Incm$63,243TotalNetInvstIncmAmt
Total Adj Net Incm$63,243TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$672TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15,000OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,000OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$15,000OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$15,672TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,000TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$389,225ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$389,225ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$404,897TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,000TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,000TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$389,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$434,045ExcessRevenueOverExpensesAmt
Net Investment Income$48,243NetInvestmentIncomeAmt
Adjusted Net Income$48,243AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$47,198CashBOYAmt
Cash EOY$33,645CashEOYAmt
Other Investments BOY$2,209,734OtherInvestmentsBOYAmt
Other Investments EOY$2,052,714OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,052,714OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,256,932TotalAssetsBOYAmt
Total Assets EOY$2,086,359TotalAssetsEOYAmt
Total Assets EOYFMV$2,052,714TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,256,932NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,086,359NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,256,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,086,359TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,256,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,086,359TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,256,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$434,045ExcessRevenueOverExpensesAmt
Other Increases$263,472OtherIncreasesAmt
Subtotal$2,086,359SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,086,359TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains 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
FieldValueIRS element (for citing)
Capital Gain Net Income-$92,391CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$671InvestmentIncomeExciseTaxAmt
Subtotal$671SubtotalAmt
Tax Based On Investment Income$671TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,311EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$7,311TotalPaymentsAndCreditsAmt
Overpayment$6,640OverpaymentAmt
Applied To ES Tax$6,640AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1R MARTIN & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8182408849PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1505 N BRAND BLVD SUITE 230AddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ONNIE BARON
505 N BRAND BLVDGLENDALECA91203FOUND. MGR0$0$0$0
STEVEN SUPOWITZ
505 N BRAND BLVDGLENDALECA91203FOUND. MGR.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$671TaxBasedOnInvestmentIncomeAmt
Total Tax$671TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$389,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$389,225QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,549ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$104,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$211,100ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$160,331ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$411,539ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$893,519TotalExcessDistributionCyovAmt
Qualifying Distributions$389,225QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$389,225RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,282,744TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,549ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,276,195ExcessDistriCyovToNextYrAmt
Excess From Year4$104,000ExcessFromYear4Amt
Excess From Year3$211,100ExcessFromYear3Amt
Excess From Year2$160,331ExcessFromYear2Amt
Excess From Year1$411,539ExcessFromYear1Amt
Excess From Current Year$389,225ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACCESS BOOKS
PO BOX 64951LOS ANGELESCA90064NON RELATEDPFUNRISTRICTED DONATION$500
ANTI-DEFAMATION LEAGUE
10495 SANTA MONICA BLVDLOS ANGELESCA90025NON RELATEDPFUNRISTRICTED DONATION$16,300
THE JEWISH WAR VETERANS POST #603
11000 WILSHIRE BLVDLOS ANGELESCA90024NON RELATEDPFUNRESTRICTED DONATION$67,500
BIG BROTHERS BIG SISTERS OF VENTURA COUNTY
2435 VENTURA BLVD SUITE ACAMARILLOCA93010NON RELATEDPFUNRESTRICTED DONATION$50,340
STAND WITH US
PO BOX 341069LOS ANGELESCA90034NON RELATEDPFUNRESTRICTED DONATION$15,000
BURBANK BOYS AND GIRLS CLUB
300 E ANGELENO AVEBURBANKCA91502NON RELATEDPFUNRESTRICTED DONATION$1,500
BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 21615NEW YORKNY10087NON RELATEDPFUNRESTRICTED DONATION$1,000
CAMP RONALD MCDONALD
1250 LYMAN PLACELOS ANGELESCA90029NON RELATEDPFUNRESTRICTED DONATION$2,000
CARSON SHERIFF'S STATION SUPPORT FOUNDATION
21356 S AVALON BLVDCARSONCA90745NON RELATEDPFUNRESTRICTED DONATION$32,500
CHILDREN'S HOSPITAL LOS ANGELES
4650 W SUNSET BLVDLOS ANGELESCA90027NON RELATEDPFUNRESTRICTED DONATION$1,000
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
501 FRONT STNORFOLKVA23510NON RELATEDPFUNRISTRICTED DONATION$500
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035NON RELATEDPFUNRESTRICTED DONATION$18,500
JEWISH WAR VETERANS USA
1811 R STREET NWWASHINGTONDC20009NON RELATEDPFUNRESTRICTED DONATION$1,500
LASD MOTORSPORTS
3807 SIERRA HIGHWAYACTONCA93510NON RELATEDPFUNRESTRICTED DONATION$2,500
LASD YOUTH FOUNDATION
211 W TEMPLE ST 8TH FLOORLOS ANGELESCA90012NON RELATEDPFUNRESTRICTED DONATION$19,196
CASA PACIFICA FOR CHILDREN & FAMILIES
1722 S LEWIS RDCAMARILLOCA93012NON RELATEDPFUNRESTRICTED DONATION$2,000
EREZ FOUNDATION OF ISRAEL
NON RELATEDPFUNRESTRICTED DONATION$10,000YIGAL ALON 94 BTEL AVIVIS6789156
LOS ANGELES FIRE DEPARTMENT FOUNDATION
1875 CENTURY PARK E STE 200LOS ANGELESCA90067NON RELATEDPFUNRESTRICTED DONATION$3,100
MAPS CHARITIES
14320 VENTURA BLVD 331SHERMAN OAKSCA91423NON RELATEDPFUNRESTRICTED DONATION$1,573
LOS ANGELES JEWISH HEALTH
7150 TAMPA AVERESEDACA91335NON RELATEDPFUNRESTRICTED DONATION$1,650
SAFE PASSAGE YOUTH FOUNDATION THOUSAND OAKS
482 GREENMEADOW AVETHOUSAND OAKSCA91361NON RELATEDPFUNRESTRICTED DONATION$2,000
SAN FERNANDO RESCUE MISSION
8756 CANBY AVENUENORTHRIDGECA91325NON RELATEDPFUNRESTRICTED DONATION$1,800
JEWISH WAR VETERANS POST 138
16111 PLUMMER ST BLDG 22 ROOM 217NORTH HILLSCA91343NON RELATEDPFUNRISTRICTED DONATION$6,000
WEST VALLEY FOOD PANTRY
5700 RUDNICK AVEWOODLAND HILLSCA91367NON RELATEDPFUNRESTRICTED DONATION$17,355
TIJUANA ROTARY CLUB
NON RELATEDPFUNRESTRICTED DONATION$1,000PROLOG ANAHUAC 17780 FRACC RINCOTIJUANAMX1000
VALLEY FRIENDSHIP CIRCLE
3816 LAUREL CANYON BLVDSTUDIO CITYCA91604NON RELATEDPFUNRESTRICTED DONATION$1,800
OPEN ARMS FOOD PANTRY & RESOURCE CENTER
2010 W 62ND STLOS ANGELESCA90047NON RELATEDPFUNRESTRICTED DONATION$7,345
AMERICAN SOCIETY FOR THE PREVOF CRUELTY TO ANIMAL
424 E 92ND STNEW YORKNY10128NON RELATEDPFUNRESTRICTED DONATION$2,700
VENTURA COUNTY FIRE DEPARTMENT WIDOWS ORPHANS
3251 CORTE MALPASO SUITE 501BCAMARILLOCA93012NON RELATEDPOFUNRESTRICTED DONATION$10,000
JEWISH BROADCASTING SERVICE
PO BOX 360STAMFORDCT06904NON RELATEDPFUNRESTRICTED DONATION$1,800
VERNON POLICE OFFICER'S BENEFIT ASSOCIATION
4305 SANTA FE AVEVERNONCA90058NON RELATEDPFUNRESTRICTED DONATION$7,900
SHERIFF'S YOUTH FOUNDATION
211 W TEMPLELOS ANGELESCA90012NON RELATEDPFUNRESTRICTED DONATION$5,700
WEST RANCH HIGH SCHOOL
26255 W VALENCIA BLVDSTEVENSON RANCHCA91381NON RELATEDPFUNRISTRICTED DONATION$30,000
WESTMINISTER FREE CLINIC
1000 E JANSS ROADTHOUSAND OAKSCA91360NON RELATEDPFUNRISTRICTED DONATION$5,000
HOME 4 FAMILIES
21031 VENTURA BLVD SUITE 610WODLAND HILLSCA91364NON RELATEDPFUNRISCTRICTED DONATION$5,000
SOVA COMMUNITY FOOD & RESOURCE PROGRAM
16650 SHERMAN WAYVAN NUYSCA91406NON RELATEDPFUNRISTRICTED DONATION$8,100
GOOD HART COFFEE COMPANY LLC
1145 EAST DOMINGUEZ ST UNIT ICARSONCA90746NON RELATEDPFUNRISTRICTED DONATION$716
JEWISH NATIONAL FUND
42 EAST 69TH STNEW YORKNY10021NONRELATEDPFUNRISTRICTED DONATION$3,300
MOBAR COFFEE CO
4884 3/4 HUNTINGTON DRLOS ANGELESCA90032NONRELATEDUNRISTRICTED DONATION$700
ALZHEIMER'S LOS ANGELES
4221 WILSHIRE BLVD 400LOS ANGELESCA90010NONRELATEDPFUNRISTRICTED DONATION$1,800
PACIFIC AREA BOOSTERS ASSOCIATION
PO BOX 2895LOS ANGELESCA90294NONRELATEDPFUNRISTRICTED DONATION$20,000
THE GUARDIANS OF LOS ANGELES JEWISH HEALTH
10780 SANTA MONICA BLVD SUITE 225LOS ANGELESCA90025NONRELATEDPFUNRISTRICTED DONATION$1,050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$389,225TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,243RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$92,391RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$29,148RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$29,148TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLINCOLN PREMIER PLUSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,052,714BookValueAmt
EOYFMV$2,052,714EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted 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

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS INVESTMENTDesc
Amt$263,472Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREING TAXES PAIDCategoryTxt
Amt$672Amt

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