DR S JEROME & JUDITH D TAMKIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DR S JEROME & JUDITH D TAMKIN FOUNDATION (EIN 46-5211327)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349103323
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T17:48:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953416914 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVEN & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 | 465211327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR SJEROME & JUDITH D TAMKIN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRSJ | BusinessNameControlTxt |
| Phone | 2135968600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3029 WILSHIRE BLVD STE 200 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA SOLIMAN | PersonNm |
| Person Title | CHIEF FIDUCIARY OFFICER | PersonTitleTxt |
| Phone | 2135968600 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER GOLDBERG | PreparerPersonNm |
| PTIN | P00020952 | PTIN |
| Phone | 3108287547 | 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 | $3,064,778 | 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 | $1,814,844 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,840,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,833 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,791 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,042 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,575 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,575 | LegalFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,779,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,567 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,883 | CashBOYAmt |
| Cash EOY | $3,734 | CashEOYAmt |
| Cash EOYFMV | $3,734 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,981 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,981 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $140,171 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $769,135 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $773,080 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $438,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,254,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,759,111 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $116,436 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $473,381 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $445,734 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $43,947 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,947 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,138 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $804,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,584,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,064,778 | 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 | $804,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,584,090 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $804,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,584,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $804,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,584,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $804,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,779,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,584,090 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,584,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDUCIARY TRUST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,332 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,245 | CostOrOtherBasisAmt |
| Gain Or Loss | -$913 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$913 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$913 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $314 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $314 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $314 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,531 | 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 | $1,531 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,217 | OverpaymentAmt |
| Applied To ES Tax | $1,217 | 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 | FIDUCIARY TRUST INT'L OF CALIFORNIA | IndividualWithBooksNm |
| Phone | 2135868600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 E COLORADO BLVD STE 210 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH D TAMKIN DECEASED | ||||||||
| 385 E COLORADO BLVD STE 210 | PASADENA | CA | 91101 | TRUSTEE | 0.01 | $0 | $0 | $0 |
| FIDUCIARY TRUST INTL CA | ||||||||
| 385 E COLORADO BLVD STE 210 | PASADENA | CA | 91101 | TRUSTEE | 0.50 | $5,833 | $0 | $0 |
| ROBERT RICH | ||||||||
| 385 E COLORADO BLVD STE 210 | PASADENA | CA | 91101 | GRANT COMMITTEE MEMBER | 0.03 | $1,000 | $0 | $0 |
| TRACY MCCUBBIN | ||||||||
| 385 E COLORADO BLVD STE 210 | PASADENA | CA | 91101 | GRANT COMMITTEE MEMBER | 0.03 | $1,000 | $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 | $554,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,227 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $616,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $616,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $607,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,378 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,378 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $314 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $314 | TotalTaxAmt |
| Distributable Before Adj | $30,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,064 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,367 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,367 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,651 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,651 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,652 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,652 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,652 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,652 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUDITH D TAMKIN DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STAND WITH US | |||||||
| 6505 WILSHIRE BLVD 5TH FLOOR | LOS ANGELES | CA | 90048 | NONE | NONE | GENERAL SUPPORT | $5,000 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | NONE | GENERAL SUPPORT | $5,000 |
| NEW HORIZONS | |||||||
| 15725 PARTHENIA ST | NORTH HILLS | CA | 91343 | NONE | NONE | GENERAL SUPPORT | $4,000 |
| CHABAD NORTH HOLLYWOOD | |||||||
| 13079 CHANDLER BLVD | SHERMAN OAKS | CA | 91401 | NONE | NONE | GENERAL SUPPORT | $5,000 |
| CHABAD RSF | |||||||
| 14906 VIA DE LA VALLE | DEL MAR | CA | 92014 | NONE | NONE | GENERAL SUPPORT | $5,000 |
| TEMPLE SINAI | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | NONE | GENERAL SUPPORT | $5,000 |
| KERK SCHOOL OF MEDICINE USC | |||||||
| 1975 ZONAL AVE | LOS ANGELES | CA | 90033 | NONE | NONE | ELDER ABUSE PREVENTION FUND | $11,000 |
| ONE KID ONE WORLD | |||||||
| 10525 OAKLAWN ROAD | LOS ANGELES | CA | 90064 | NONE | GENERAL SUPPORT | $10,000 | |
| SCLERODERMA FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 8929 S SEPULVEDA BLVD STE 401 | LOS ANGELES | CA | 90045 | NONE | NONE | GENERAL SUPPORT | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,750 | 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 | $26,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$913 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,445 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN M TAMKIN 2013 CHARITABLE REMAINDER ANNUITY TRUST-FIRST FDN BANK | |||||||
| 1 | 4370 LA JOLLA VILLAGE DR STE 150 | SAN DIEGO | CA | 92122 | $1,803,342 | Yes (X) | Yes (X) |
| J TAMKIN IRREVOCABLE CHILDREN'S TRUST | |||||||
| 2 | 385 E COLORADO BLVD STE 210 | PASADENA | CA | 91101 | $11,502 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES (AT COST BASIS) FMV $2106,889 | NoncashPropertyDesc |
| Fair Market Value | $1,803,342 | FairMarketValueAmt |
| Received | 2023-12-18 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REPORTABLE SERVICES PROVIDED TO THE FOUNDATION | IdentifierTxt |
| Form And Line Reference | FORM 990 PF PART VII LINE 1 -PAGE 6 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION PAID FIDUCIARY TRUST INTERNATIONAL OF CALIF (FTIC) THE SUM OF $5833 FOR TRUSTEE AND INVESTMENT SERVICES PERFORMED BY ITS EMPLOYEES. NO COMPENSATION WAS PAID BY THE FOUNDATION DIRECTLY TO FTIC EMPLOYEES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COLUMBIA STRATEGIC INCOME | $39,020 | $42,345 |
| ISHARES INTERMEDIATE TERM CORP | $116,436 | $105,040 |
| FIRST FOUNDATION FIXED INCOME | $268,600 | $239,312 |
| FIRST FOUNDATION TOTAL INCOME | $49,325 | $59,037 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON | $12,999 | $11,784 |
| SUNCOR | $15,378 | $14,098 |
| LINDE | $2,861 | $4,107 |
| CANADIAN PACIFIC | $20,906 | $23,560 |
| RENTOKIL | $12,417 | $11,387 |
| UBER | $10,547 | $21,057 |
| AMAZON | $46,093 | $66,854 |
| BOOKING HOLDINGS | $19,595 | $49,661 |
| LOWE'S | $6,969 | $14,021 |
| DIAGEO | $10,323 | $8,740 |
| KROGER | $9,412 | $9,416 |
| PHILLIP MORRIS | $19,830 | $23,520 |
| ASTRAZENECA | $9,020 | $8,082 |
| CENCORA | $18,352 | $41,487 |
| DANAHER | $12,930 | $12,724 |
| ELEVANCE | $15,386 | $26,879 |
| IQVIA HOLDINGS | $26,939 | $47,201 |
| LABORATORY CORP | $9,573 | $11,364 |
| UNITED HEALTH | $12,165 | $20,006 |
| AON PLC | $3,427 | $5,238 |
| BERKSHIRE HATHAWAY | $8,478 | $14,623 |
| BROOKFIELD | $12,234 | $20,942 |
| CHARLES SCHWAB | $11,633 | $13,760 |
| CME GROUP | $16,266 | $19,164 |
| JPMORGAN | $7,671 | $11,907 |
| MASTERCARD | $15,640 | $25,164 |
| VISA | $20,291 | $30,721 |
| AMPHENOL | $11,330 | $17,050 |
| APPLIED MATERIALS | $7,196 | $9,076 |
| CISCO | $10,274 | $10,104 |
| MICROSOFT | $32,643 | $94,010 |
| TEXAS | $6,684 | $10,057 |
| ALPHABET | $48,460 | $107,107 |
| WALT DISNEY | $9,456 | $6,501 |
| NEXTERA ENERGY | $10,158 | $10,629 |
| JPMORGAN EQUITY PREMIUM | $21,347 | $21,277 |
| SPDR S&P 500 ETF | $348,348 | $529,971 |
| ISHARES CORE S&P SMALL CAP ETF | $4,189 | $4,871 |
| ISHARES RUSSELL 2000 ETF | $7,344 | $7,025 |
| MFS NEW DISCOVERY VALUE | $27,243 | $24,108 |
| DODGE & COX INTNL | $83,638 | $94,254 |
| JOHCN INTNL SELECT | $79,613 | $93,112 |
| ABRDN EMERGING MARKET | $39,705 | $40,761 |
| GOLDMAN SACHS ACTIVEBETA INTNL | $42,350 | $43,993 |
| ISHARES MBS ETF | $77,599 | $67,738 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $769,135 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $773,080 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABSOLUTE CONVERTIBLE ARBIT | AT COST | $14,649 | $14,743 |
| BLACKROCK EVENT DRIVEN | AT COST | $14,649 | $14,918 |
| FASF-KS ALTERNATIVE STRATEGIES | AT COST | $14,649 | $14,477 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,575 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
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