HJM FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HJM FAMILY FOUNDATION (EIN 87-3930544)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202423169349102287
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T14:44:21-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953784482 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayland & Vukadinovich LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1097 Aviation Blvd | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | 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 | 873930544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJM Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJMF | BusinessNameControlTxt |
| Phone | 3102781830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9061 Santa Monica Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan H Monkarsh | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-11-11 | 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 | Michael Vukadinovich | PreparerPersonNm |
| PTIN | P00025793 | PTIN |
| Phone | 3103760455 | 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 | $3,828,630 | 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 |
| Interest On Sav Rev And Expnss | $105,945 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $105,945 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $105,945 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $55,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,012 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $55,012 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,652,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,365 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $28,855 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $57,037 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $57,037 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $57,037 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $248,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $248,359 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $246,849 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $31 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $31 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $34,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,879 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $34,879 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $1,497 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,497 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,497 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $411 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $685 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $685 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $685 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,503 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $37,092 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $37,092 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $240,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,004 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,267 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $209,757 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,347 | CashBOYAmt |
| Cash EOY | $8,936 | CashEOYAmt |
| Cash EOYFMV | $8,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,325,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,327,434 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,803,597 | USGovernmentObligationsBOYAmt |
| Other Assets BOY | $983,398 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,492,260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,492,260 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,856,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,826,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,828,630 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,856,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,826,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,856,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,826,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,856,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,826,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,856,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,004 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,826,634 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,826,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab | P | 2023-01-01 | 2023-06-01 | $2,643,000 | $2,616,352 | $26,648 | $26,648 |
| Charles Schwab | P | 2023-01-01 | 2023-06-01 | $5,986 | $5,917 | $69 | $69 |
| Partnership K-1s | P | 2023-01-01 | 2023-06-01 | $2,138 | $2,138 | $2,138 | |
| Partnership K-1s | P | 2000-01-01 | 2023-06-01 | $1,510 | $1,510 | $1,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,365 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $28,855 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,937 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,937 | SubtotalAmt |
| Tax Based On Investment Income | $2,937 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $2,961 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jonathan H Monkarsh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102781830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9061 Santa Monica Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jonathan H Monkarsh | ||||||
| 9061 Santa Monica Blvd | Los Angeles | CA | 90069 | Trustee | 1.00 | $0 |
| Heidi R Monkarsh | ||||||
| 9061 Santa Monica Blvd | Los Angeles | CA | 90069 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,847,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,847,143 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,847,143 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,789,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,937 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,937 | TotalTaxAmt |
| Distributable Before Adj | $186,535 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $186,535 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $186,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $240,860 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $240,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,129 | UndistributedIncomePYAmt |
| Qualifying Distributions | $240,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,129 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,535 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,196 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,196 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,196 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,196 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cayton Children's Museum | |||||||
| 395 Santa Monica Place 374 | Santa Monica | CA | 90401 | None | PC | Museum | $25,000 |
| Holocaust Museum Los Angeles | |||||||
| 100 The Grove Drive | Los Angeles | CA | 90036 | None | PC | Museum | $5,000 |
| Jewish Federation of Greater Los An | |||||||
| 6505 Wilshire Blvd 1100 | Los Angeles | CA | 90048 | None | PC | Educational Program | $101,000 |
| AJC American Jewish Committee | |||||||
| 165 East 56 Street | New York | NY | 10022 | None | PC | Educational | $2,500 |
| Wise Readers to Leaders | |||||||
| 16600 Stephen S Wise Drive | Los Angeles | CA | 90077 | None | PC | Educational | $1,500 |
| Rett Syndrome Research Trust | |||||||
| 67 Under Cliff Road | Trumbull | CT | 06611 | None | PC | Research | $1,000 |
| At the Well | |||||||
| 1140 3rd Street NE | Washington | DC | 20002 | None | PC | Religious | $2,500 |
| Cedars Sinai Medical Center | |||||||
| 6500 Wilshire Blvd 1600 | Los Angeles | CA | 90048 | None | PC | Medical Research | $3,000 |
| Children's Hospital Los Angeles | |||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | None | PC | Medical Research | $5,000 |
| Our House Grief Support Center | |||||||
| 3415 S Sepulveda Blvd 120 | Los Angeles | CA | 90034 | None | PC | Mental Wellness Program | $1,200 |
| Camp Ramah in California | |||||||
| 17525 Ventura Blvd 310 | Encino | CA | 91316 | None | PC | Childrens Programs | $5,000 |
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | None | PC | Religious | $7,500 |
| Women's Guild Cedars Sinai | |||||||
| 407 North Maple Drive | Beverly Hills | CA | 90210 | None | PC | Medical Support | $7,500 |
| Builders of Jewish Education | |||||||
| 6505 Wilshire Blvd 300 | Los Angeles | CA | 90048 | None | PC | Educational | $1,500 |
| USC Hillel Foundation | |||||||
| 3300 S Hoover St | Los Angeles | CA | 90007 | None | PC | Wellness Program | $12,000 |
| JQ International | |||||||
| 801 Larrabee Street 10 | West Hollywood | CA | 90069 | None | PC | Educational | $25,000 |
| Beit T'Shuvah | |||||||
| 8831 Venice Blvd | Los Angeles | CA | 90034 | None | PC | Religious | $2,300 |
| Lovebugs | |||||||
| 101 N Woodburn Drive | Los Angeles | CA | 90049 | None | PC | Educational | $250 |
| Phase One | |||||||
| 11726 San Vicente Blvd 560 | Los Angeles | CA | 90049 | None | PC | Educational | $2,500 |
| Town Village Synagogue | |||||||
| 334 E 14th Street | New York | NY | 10003 | None | PC | Religious | $360 |
| Charter Oak Cultural Center | |||||||
| 21 Charter Oak Avenue | Hartford | CT | 06106 | None | PC | Educational | $300 |
| JVS SoCal | |||||||
| 6505 Wilshire Blvd 200 | Los Angeles | CA | 90048 | None | PC | Educational | $500 |
| Determined to Succeed | |||||||
| 2525 Ocean Park Blvd 116 | Santa Monica | CA | 90405 | None | PC | Educational | $500 |
| Youth Renewal Fund | |||||||
| 1460 Broadway | New York | NY | 10036 | None | PC | Educational | $1,000 |
| Concern Foundation | |||||||
| 11111 W Olympic Blvd 214 | Los Angeles | CA | 90064 | None | PC | Educational | $2,250 |
| Hillel at UCLA | |||||||
| 574 Hilgard Ave | Los Angeles | CA | 90024 | None | PC | Educational | $7,500 |
| Ahavat Torah Congregation | |||||||
| 2626 34th Street | Santa Monica | CA | 90405 | None | PC | Religious | $400 |
| Birthright Israel Foundation | |||||||
| PO Box 21615 | New York | NY | 10087 | None | PC | Educational | $4,500 |
| Tower Cancer Research Foundation | |||||||
| 8767 Wilshire Blvd 401 | Beverly Hills | CA | 90211 | None | PC | Medical Research | $500 |
| Judaism Alive | |||||||
| 14560 White Birch Valley Lane | Chesterfield | MO | 63017 | None | PC | Religious | $7,200 |
| The Schechter Institutes Inc | |||||||
| Box 3566 POB 8500 | Philadelphia | PA | 19178 | None | PC | Religious | $1,800 |
| One Table | |||||||
| 228 Park Ave South 77191 | New York | NY | 10003 | None | PC | Religious | $1,000 |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street 100 | Agawam | MA | 01001 | None | PC | Educational | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,860 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,945 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,365 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership K-1s | Desc |
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,323 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,714 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,323 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $232,036 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,359 | 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) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $31 | Amt |
| Net Investment Income | $31 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Apollo Total Return Fund | $497,164 | $498,224 | |
| Atalaya Equipment Leasing Fund | $232,291 | $329,688 | |
| Audax Senior Loan Fund I | $524,518 | ||
| Ellington Enhanced Income | $270,094 | ||
| Marathon Secured Income Fund LP | $520,314 | ||
| Pantheon Private Debt PCO | $246,280 | $209,932 | |
| Partnership interest | $2,492,260 | ||
| S3 Real Estate Credit II | $139,490 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank Fees | $59 | $59 | $59 |
| Licenses | $50 | $50 | $50 |
| Other | $576 | $576 | $576 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership K-1s | Desc |
| Revenue And Expenses Per Books | $57,037 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $57,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,037 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $34,879 | Amt |
| Net Investment Income | $34,879 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,879 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $411 | Amt |
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