RUBY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUBY FAMILY FOUNDATION (EIN 26-1509899)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349105092
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T17:52:23-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD STE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914032436 | 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 | 261509899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBY | BusinessNameControlTxt |
| Phone | 3103128600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 SOUTH CLIFFWOOD AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY L RUBY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103128600 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS A LAUG CPA | PreparerPersonNm |
| PTIN | P00736574 | PTIN |
| Phone | 8184936650 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,329 | 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 | $3,525 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,572,584 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,258 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $197,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $388 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,272 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,410 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,686,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,686,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,699,885 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,410 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,688,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,502,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,839 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,164 | CashBOYAmt |
| Cash EOY | $8,286 | CashEOYAmt |
| Cash EOYFMV | $8,286 | CashEOYFMVAmt |
| Other Investments BOY | $1,406,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,096 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,043 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,518,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,329 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,518,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,518,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,518,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,518,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,502,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,344 | SubtotalAmt |
| Other Decreases | $2,962 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,572,584 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,416,326 | CostOrOtherBasisAmt |
| Gain Or Loss | $156,258 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $156,258 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,258 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,387 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,387 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,846 | OverpaymentAmt |
| Applied To ES Tax | $9,846 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDY L RUBY | IndividualWithBooksNm |
| Phone | 3103128600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 SOUTH CLIFFWOOD AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY RUBY | ||||||||
| 424 SOUTH CLIFFWOOD AVE | LOS ANGELES | CA | 90049 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| KENNETH A RUBY | ||||||||
| 424 SOUTH CLIFFWOOD AVE | LOS ANGELES | CA | 90049 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,331,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,452,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,452,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,430,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,541 | TotalTaxAmt |
| Distributable Before Adj | $68,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $68,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,688,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,688,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,575,137 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,098,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,838,314 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,212,066 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,671,036 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,394,638 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,688,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,619,467 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,014,105 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,575,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,438,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,098,085 | ExcessFromYear4Amt |
| Excess From Year3 | $1,838,314 | ExcessFromYear3Amt |
| Excess From Year2 | $2,212,066 | ExcessFromYear2Amt |
| Excess From Year1 | $1,671,036 | ExcessFromYear1Amt |
| Excess From Current Year | $1,619,467 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY RUBY | ContributingManagerNm |
| Contributing Manager | KENNETH A RUBY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| AMERICAN FRIENDS OF MOGEN DAVID ADOM | |||||||
| 20 W 36TH STREET 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NORTHWEST | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN ISRAEL PUBLIC AFFAIRS CO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | NC | GENERAL OPERATING SUPPORT | $50,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $160,000 |
| AMERICAN PARKINSON DISEASE FOUNDATION | |||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| AMERICAN YOUTH SYMPHONY | |||||||
| 3424 WILSHIRE BLVD 830 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BEIT T' SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 THIRD AVENUE SUITE 10TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| B'NAI VAIL CONGREGATION | |||||||
| 19 VAIL RD | VAIL | CO | 81657 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| BRAILLE INSTITUTE | |||||||
| 741 N VERMONT AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CONGREGATION NER TAMID OF SOUTH BAY | |||||||
| 5721 CRESTRIDGE RD | RANCHO PALOS VERDES | CA | 90275 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STYREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| FRIENDS OF ELNET | |||||||
| 400 SKOKIE BLVD STE 800 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 |
| GREATER LOS ANGELES ZOO ASSOCIATION | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 900271498 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| POBOX 151200 | SAN RAFAEL | CA | 94915 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HEATHER ABBOTT FOUNDATION | |||||||
| 181 BELLEVUE AVE 407 | NEWPORT | RI | 02840 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| HOAG HOSPITAL | |||||||
| 330 PLACENTIA AVE | NEWPORT BEACH | CA | 92663 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| HOMES FOR FAMILIES | |||||||
| 21031 VENTURA BLVD 610 | WOODLAND HILLS | CA | 91364 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATING SUPPORT | $215,000 |
| KUSC | |||||||
| 1149 SOUTH HILL STREET SUITE H100 | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LOS ANGELES COUNTY MUSEUM OF ART (LACMA FUND) | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LOS ANGELES FIRE DEPT FOUNDATION | |||||||
| 1700 STADIUM WAY ROOM 100 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LOS ANGELES MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LOS ANGELES OPERA | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| LOS ANGELES YOUTH ORCHESTRA | |||||||
| 5160 VAN NUYS BLVD 274 | SHERMAN OAKS | CA | 91403 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MAMAN NONPROFIT | |||||||
| 16133 VENTURA BLVD SUITE 340 | ENCINO | CA | 91436 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NEW GROUND MUSLIM JEWISH PARTNERSHIP | |||||||
| 3183 WILSHIRE BLVD STE 196 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PBS SOCAL | |||||||
| PO BOX 25113 | SANTA MONICA | CA | 92799 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| PHASE ONE FOUNDATION | |||||||
| 11726 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| SALVATION ARMY | |||||||
| 11301 WILSHIRE BLVD | LOS ANGELES | CA | 90073 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL OPERATING SUPPORT | $1,200 |
| THE HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD ROOM 101 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE MUSIC CENTER FOUNDATION | |||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 900123013 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD SUITE 1100 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $426,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET RM 305 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 |
| USC SHOAH FOUNDATION | |||||||
| 3500 S FIGUEROA STREET | LOS ANGELES | CA | 90089 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| UVU FOUNDATION | |||||||
| 800 W UNIVERSITY PARKWAY STE MS 111 | OREM | UT | 84058 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW NO 500 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,686,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $194,249 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,249 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GS: PASSIVE (ISG) | AT COST | $2,045 | $1,992 |
| CAPITAL GROUP PCS: NON-US EQUITY | AT COST | $235 | $235 |
| RUBY FAMILY FOUNDATION | AT COST | $2,816 | $2,816 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $2,962 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $9,092 | $9,092 | $0 |
| MISCELLANEOUS | $180 | $180 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $388 | $388 | $0 |
| REGISTRATION RENEWAL FEE | $25 | $0 | $0 |
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