THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202443129349101389
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T17:30:22-06:00 | 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 | 954129953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RASKIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RASK | BusinessNameControlTxt |
| Phone | 8184155359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DR | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY RASKIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8184155359 | PhoneNum |
| Signature | 2024-10-22 | 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 | JOHN BESSOLO CPA | PreparerPersonNm |
| PTIN | P00281882 | PTIN |
| Phone | 8184936650 | PhoneNum |
| Preparation | 2024-10-22 | 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 | $513,126 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $127 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $127 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,690 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,926 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,743 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,218 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,217 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,645 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,242 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,759 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,183 | CashBOYAmt |
| Cash EOY | $2,724 | CashEOYAmt |
| Cash EOYFMV | $2,724 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,401 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,401 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $145,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $145,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $190,018 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $286,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $312,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $317,983 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $463,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $513,126 | 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 | $463,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $463,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $463,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $463,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40 | OtherIncreasesAmt |
| Subtotal | $463,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $463,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $156,923 | $136,024 | $20,899 | $20,899 |
| CAPITAL GAINS DIVIDENDS | P | $27 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,926 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | 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 | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $616 | OverpaymentAmt |
| Applied To ES Tax | $616 | 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 | 0 | 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 | GARY RASKIN | IndividualWithBooksNm |
| Phone | 8184155359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GARY M RASKIN | ||||||||
| 3355 RIDGECREST DRIVE | CARLSBAD | CA | 92008 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| LAURIE SHUMAN | ||||||||
| 16121 SANDY LANE | ENCINO | CA | 91436 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VICTORIA R RASKIN | ||||||||
| 102 PINECREST DRIVE | ANNAPOLIS | MD | 21403 | VICE 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $472,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $491,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $491,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $483,922 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $344 | TotalTaxAmt |
| Distributable Before Adj | $23,852 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,852 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,242 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,242 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,852 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $5,113 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,242 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,390 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,503 | 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 | $6,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $5,113 | ExcessFromYear1Amt |
| Excess From Current Year | $1,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR GARY RASKIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8184155359 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED, AND THE NATURE AND PURPOSE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLLEGE TRACK | ||||||||
| 117 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | TO SUPPORT STUDENTS FROM UNDERSERVED COMMUNITIES IN OBTAINING THIER COLLEGE DEGREES. | $500 | |
| GLASS ROOTS | ||||||||
| 10 BLEEKER STRET | NEWARK | NJ | 07102 | NONE | PC | TO SUPPORT THE CREATIVE & ECONOMIC VITALITY OF GREATER NEWARK. | $500 | |
| HILLTOP ARTISTS | ||||||||
| PO BOX 6829 | TACOMA | WA | 98417 | NONE | PC | TO SUPPORT GLASS ARTS PROGRAM THAT PROVIDES CLASSES AND INDIVIDUALIZED | $500 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 5429 LINDLEY AVE | TARZANA | CA | 91356 | NONE | PC | TO SUPPORT THE ORGANIZATION IN OFFERING INTEREST-FREE LOANS TO INDIVIDUALS AND FAMILIES WHO MAY NOT QUALIFY FOR NORMAL LENDING. | $1,000 | |
| NEW VILLAGE ARTS | ||||||||
| 2787 STATE STREET | CARLSBAD | CA | 92008 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROMOTING, PRODUCING, AND PERFORMING ART THROUGH THEATER. | $500 | |
| NORTH COUNTY FOOD BANK | ||||||||
| 1445 ENGINEER ST STE 110 | VISTA | CA | 92081 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROVIDING DONATED AND PURCHASED FOOD, CLOTHING AND OTHER SUPPORT IN NORTH TILLAMOOK COUNTY. | $1,250 | |
| OUR HOUSE | ||||||||
| 21860 BURBANK BLVD NORTH BUILDING | WOODLAND HILLS | CA | 91367 | NONE | PC | TO PROVIDE THE COMMUNITY WITH GRIEF SUPPORT SERVICES, EDUCATION, AND RESOURCES | $1,000 | SUITE 195 |
| RAICES | ||||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | NONE | PC | TO PROVIDE AID TO IMMIGRANTS, REFUGEES, AND MARGINALIZED COMMUNITY MEMBERS THROUGH ADVOCACY. | $500 | |
| RYMAN ARTS | ||||||||
| 1933 S BROADWAY STE 1138 | LOS ANGELES | CA | 90007 | NONE | PC | TO PROVIDE RESOURCES TO TEACH CLASSICAL DRAWING AND PAINTING SKILLS TO TALENTED AND MOTIVATED HIGH SCHOOL STUDENTS. | $750 | |
| SCHACK ART CENTER | ||||||||
| 2921 HOYT AVE | EVERETT | WA | 98201 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROMOTING VISUAL ARTS, ARTISTS, AND ART EDUCATION. | $500 | |
| SOUTHERN CALIF COUNSELING CENTER | ||||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | NONE | PC | TO PROVIDE AFFORDABLE MENTAL HEALTH SERVICES FOR INDIVIDUALS AND FAMILIES. | $1,000 | |
| THE BERNIE HOUSE | ||||||||
| PO BOX 4622 | ANNAPOLIS | MD | 20884 | NONE | PC | TO PROVIDE OPPORTUNITIES AND DEVELOP NON-OFFENDING PARENTS AND CHILDREN TO BECOME SELF-SUFFICIENT. | $1,000 | |
| UNITED FRIENDS OF THE CHILDREN | ||||||||
| 1055 WILSHIRE BLVD 1955 | LOS ANGELES | CA | 90017 | NONE | PC | TO SUPPORT CURRENT AND FORMER FOSTER YOUTHS ON BECOMING SELF-SUFFICIENCY. | $500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROVIDING MEALS IN RESPONSE TO HUMANITARIAN. | $2,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | TO WELCOME PEOPLE OF ALL COMMUNITIES AND GENERATIONS TO PARTICIPATE IN CULTURAL EXPERIENCES THAT CELEBRATE DISCOVERY AND HOPE, FOSTER HUMAN CONNECTIONS, AND CALL UPON US TO HELP BUILD A MORE JUST SOCIETY. | $500 | |
| CANINE COMPANIONS FOR INDEPENDENCE INC | ||||||||
| PO BOX 446 | SANTA ROSA | CA | 954020446 | NONE | PC | TO PROVIDE HIGHLY TRAINED SERVICE DOGS TO PEOPLE WITH DISABILITIES, AT NO COST. | $500 | |
| FRIENDS OF THE BRENTWOOD ART CENTER | ||||||||
| 200 S BARRINGTON AVE 49481 | LOS ANGELES | CA | 90049 | NONE | PC | TO PROVIDE HIGH QUALITY EDUCATION AND INSTRUCTION IN THE FINE ARTS TO BOTH CHILDREN AND ADULTS. | $1,000 | |
| ABORTION CARE TENNESSEE | ||||||||
| 4525 CHARLOTTE AVE | NASHVILLE | TN | 37209 | NONE | PC | TO PROVIDE ABORTION FUNDING DIRECTLY TO CLINICS FOR PATIENTS IN NEED OF FINANCIAL ASSISTANCE. | $2,500 | |
| THE SANTA MONICA COLLEGE FOUNDATION | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | TO PROVIDE SCHOLARSHIPS TO SANTA MONICA COLLEGE STUDENTS. | $1,000 | |
| ASSISTANCE LEAGUE OF LOS ANGELES | ||||||||
| 6640 SUNSET BLVD | LOS ANGELES | CA | 90028 | NONE | PC | IMPROVE THE QUALITY OF LIFE FOR AT-RISK CHILDREN IN THE LOS ANGELES COMMUNITY. | $1,000 | |
| THE SAN DIEGO FOUNDATION | ||||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92106 | NONE | PC | TO SUPPORT THE SAN DIEGO FOUNDATION IN IMPROVING THE QUALITY OF LIFE WITHIN ALL OF OUR COMMUNITIES. | $1,000 | |
| CELEBRATION PRODUCTIONS CORPORATION | ||||||||
| 3141 HOLLYRIDGE DRIVE | LOS ANGELES | CA | 90068 | NONE | PC | TO SUPPORT THEATRICAL PERFORMANCES CELEBRATING THE LGBTQIA + COMMUNITY. | $1,200 | |
| WALK THE WALK FOUNDATION | ||||||||
| PO BOX 4203 | ANNAPOLIS | MD | 21401 | NONE | PC | TO SUPPORT CHILDREN IN NEED BY EMPOWERING INDIVIDUALS TO SERVE THROUGH THEIR TIME, TALENTS, AND TREASURES. | $2,000 | |
| ANNAPOLIS DRAGON BOAT FOUNDATION INC | ||||||||
| PO BOX 6596 | ANNAPOLIS | MD | 21401 | NONE | PC | TO PROMOTE THE DEVELOPMENT OF HEALTHY BODIES AND SPIRITS FOR MEN AND WOMEN, TO SUPPORT RECOVERY FROM BREAST CANCER AND ALL OTHER CANCERS, AND TO GROW FRIENDSHIPS AND TEAMWORK. | $500 | |
| MARSHALL LOVE CORPORATION | ||||||||
| C/O WEST ANNAPOLIS POP-UP PANTRY | ANNAPOLIS | MD | 21401 | NONE | PC | TO PROVIDE ESSENTIAL RESOURCES AND SERVICES TO VULNERABLE AND UNDER SERVED FAMILIES. | $500 | |
| LOS ANGELES MISSION INC | ||||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO PROVIDE EMERGENCY SERVICES AND LIFE TRANSFORMATION PROGRAMS FOR MEN, WOMEN AND CHILDREN IN NEED. | $800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,743 | 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 | CategoryTxt |
| Amt | $2,435 | Amt |
| Net Investment Income | $1,218 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,217 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC SHS CL A | $4,915 | $6,565 |
| AMAZON COM INC COM | $3,531 | $5,622 |
| APPLE INC | $5,720 | $12,900 |
| BLACKROCK INC | $3,240 | $4,059 |
| BOEING COMPANY | $3,883 | $5,213 |
| BOSTON SCIENTIFIC CORP | $4,413 | $4,798 |
| BROADCOM INC | $1,833 | $3,349 |
| CONOCOPHILLIPS | $1,674 | $2,786 |
| COSTCO WHOLESALE CRP DEL | $5,115 | $7,921 |
| ELI LILLY & CO | $5,124 | $5,246 |
| EXXON MOBIL CORP COM | $5,800 | $5,299 |
| FERRARI NV | $2,580 | $2,369 |
| HILTON WORLDWIDE | $1,600 | $2,003 |
| HOME DEPOT INC | $3,326 | $4,159 |
| HONEYWELL INTL INC DEL | $1,345 | $1,887 |
| JPMORGAN CHASE & CO | $4,958 | $5,954 |
| KENVUE INC | $3,638 | $3,897 |
| MCDONALDS CORP COM | $3,722 | $3,855 |
| META PLATFORMS INC | $3,420 | $3,894 |
| MICROSOFT CORP | $8,555 | $14,666 |
| NETFLIX COM INC | $3,816 | $3,895 |
| NVIDIA | $3,679 | $6,438 |
| O'REILLY AUTOMOTIVE INC | $1,852 | $1,900 |
| PALO ALTO NETWORKS INC COM | $1,602 | $2,654 |
| PARKER HANNIFIN CORP | $4,301 | $5,989 |
| PROCTER & GAMBLE CO | $2,456 | $2,638 |
| PROGRESSIVE CRP OHIO | $3,552 | $4,460 |
| PROLOGIS INC | $3,124 | $4,266 |
| ROSS STORES INC COM | $1,572 | $1,937 |
| S&P GLOBAL INC | $3,275 | $3,965 |
| SCHLUMBERGER LTD | $2,647 | $2,758 |
| SERVICENOW INC | $2,225 | $3,532 |
| STARBUCKS CORP | $2,643 | $2,592 |
| TESLA INC | $1,739 | $1,739 |
| THERMO FISHER SCIENTIFIC | $1,416 | $2,123 |
| TORONTO DOMINION BANK | $2,945 | $2,908 |
| UNION PACIFIC CORP | $3,087 | $3,930 |
| UNITED RENTALS INC COM | $1,732 | $2,294 |
| UNITEDHEALTH GROUP INC | $6,308 | $6,318 |
| VISA INC CL A SHRS | $4,082 | $5,728 |
| WALMART INC | $3,801 | $4,572 |
| WELLTOWER INC | $2,755 | $2,795 |
| ZOETIS INC | $2,973 | $4,145 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILENSEED, LTD - 709 SHS - | AT COST | $41,875 | $41,875 |
| BLACKROCK FLOATING RATE | AT COST | $8,524 | $8,211 |
| BLACKROCK GLOBAL LONG | AT COST | $9,078 | $8,035 |
| BLACKROCK STRATEGIC | AT COST | $21,820 | $22,259 |
| BLACKROCK GLOBAL | AT COST | $5,955 | $5,668 |
| BLACKROCK MULTI ASSET | AT COST | $5,480 | $5,614 |
| BLACKROCK HI YLD BD | AT COST | $6,072 | $5,600 |
| INVESCO EMERGING MARKETS | AT COST | $6,172 | $5,176 |
| INVESCO PREFERRED ETF | AT COST | $2,018 | $1,675 |
| ISHARES GOLD TR SHS | AT COST | $11,083 | $12,763 |
| ISHARES S&P 500 VALUE | AT COST | $24,185 | $29,735 |
| ISHARES IBOXX $ | AT COST | $8,978 | $8,410 |
| ISHARES 20+ YEAR | AT COST | $2,426 | $1,780 |
| ISHARES MSCI EMERGING | AT COST | $8,871 | $7,358 |
| ISHARES TIPS | AT COST | $4,433 | $4,192 |
| ISHARES SILVER TR | AT COST | $5,395 | $5,140 |
| ISHARES MBS ETF | AT COST | $26,616 | $23,520 |
| ISHARES IBOXX$ HIGH YIEL | AT COST | $2,712 | $2,476 |
| ISHARES S&P SMALLCAP 600 | AT COST | $9,873 | $10,637 |
| ISHARES S&P SMALLCAP 600 | AT COST | $27,548 | $31,333 |
| ISHARES TR CORE MSCI EAF | AT COST | $25,092 | $30,039 |
| ISHARES EDGE MSCI | AT COST | $4,931 | $4,856 |
| SCHWAB SHORT-TERM U.S. | AT COST | $9,321 | $8,963 |
| SPDR BLOOMBERG | AT COST | $4,027 | $4,021 |
| SPDR US FINANCIAL SECTOR | AT COST | $6,448 | $7,144 |
| VANECK FALLEN ANGEL | AT COST | $1,562 | $1,669 |
| VANGUARD SHORT-TERM | AT COST | $8,672 | $8,201 |
| VANGUARD SCOTTSDALE | AT COST | $7,556 | $6,746 |
| VANGUARD TOTAL INTERNATL | AT COST | $5,635 | $4,887 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES BETWEEN 1099 AND BROKERAGE STATEMENT | Desc |
| Amt | $40 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,645 | Amt |
| Net Investment Income | $5,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD AT SOURCE | CategoryTxt |
| Amt | $121 | Amt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |