MARCY & LEONA CHANIN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARCY & LEONA CHANIN FOUNDATION INC (EIN 23-7156719)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-22
- IRS object ID
- 202413279349100006
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-22T10:23:20-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650808149 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM L HOSKINS CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 VILLAGE SQUARE CROSSING STE 202 | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | 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 | 237156719 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCY & LEONA CHANIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 3108203337 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11995 DARLINGTON AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN C GOLD | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 3108203337 | PhoneNum |
| Signature | 2024-11-01 | 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 | JIM L HOSKINS CPA | PreparerPersonNm |
| PTIN | P01265749 | PTIN |
| Phone | 5616271388 | PhoneNum |
| Preparation | 2024-11-22 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Dividends Rev And Expnss | $221,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,000,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $510 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $221,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,617 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $510 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,525 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $279 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $510 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,771 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $442,308 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $4,523,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $432,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,722,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,508,112 | CapitalStockBOYAmt |
| Retained Earning BOY | -$785,754 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,722,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,722,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BOEING CO NTS B/E 5.04% | P | 2022-12-21 | 2023-01-06 | $125,329 | $0 | $124,819 | $510 | $0 | $0 | $0 | $510 |
| BERKSHIRE HATHAWAY INC 3.00% | P | 2013-04-25 | 2023-02-11 | $225,000 | $0 | $225,000 | $0 | $0 | $0 | $0 | $0 |
| GENERAL ELEC CAP CORP 3.10% | P | 2013-01-04 | 2023-01-09 | $200,000 | $0 | $200,000 | $0 | $0 | $0 | $0 | $0 |
| JPMORGAN CHASE & CO B/E 3.20% | P | 2013-03-08 | 2023-01-25 | $125,000 | $0 | $124,515 | $485 | $0 | $0 | $0 | $485 |
| METLIFE INC B/E 4.368% | P | 2015-01-27 | 2023-02-10 | $75,000 | $0 | $75,677 | -$677 | $0 | $0 | $0 | -$677 |
| STRATFORD CT TAX | P | 2013-12-19 | 2023-08-15 | $250,000 | $0 | $250,000 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $510 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,613 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,613 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,613 | OriginalReturnTaxPaidAmt |
| Tax Due | $391 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | 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 |
| Individual With Books | ANN C GOLD | IndividualWithBooksNm |
| Phone | 3108203337 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11995 DARLINGTON AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JAMES B CHANIN | ||||||||
| 1015 ASHMOUNT AVENUE | OAKLAND | CA | 94610 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANN C GOLD | ||||||||
| 11995 DARLINGTON AVENUE | LOS ANGELES | CA | 90049 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY J CHANIN | ||||||||
| 200 NE 2ND AVENUE APT 408 | DELRAY BEACH | FL | 33444 | DIRECTOR | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,475,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,600,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,600,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,002 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,531,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,004 | TotalTaxAmt |
| Distributable Before Adj | $223,554 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $223,554 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $223,554 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,730 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $185,730 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $30,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,656 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,682 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,824 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,824 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $37,215 | 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 | $37,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,533 | ExcessFromYear4Amt |
| Excess From Year3 | $18,682 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PUBLIC ART FUND | ||||||
| 250 FRANK H OGAWA PLAZA STE 3315 | OAKLAND | CA | 94612 | PUBLICCHARITY | CHARITABLE | $500 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | PUBLICCHARITY | CHARITABLE | $1,000 |
| COPWATCH | ||||||
| 2022 BLAKE STREET | BERKELEY | CA | 94704 | PUBLICCHARITY | CHARITABLE | $500 |
| CALIFORNIA HISTORICAL RADIO SOCIETY | ||||||
| PO BOX 31659 | SAN FRANCISCO | CA | 94131 | PUBLICCHARITY | CHARITABLE | $500 |
| UNIVERSITY OF CALIFORNIA | ||||||
| PO BOX 774 | BERKELEY | CA | 94701 | PUBLIC CHARITY | CHARITABLE | $500 |
| LEGACY OF ALOHA FOUNDATION INC | ||||||
| 225 W PLAZA ST 300 | SOLANA BEACH | CA | 92075 | PUBLICCHARITY | CHARITABLE | $10,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | PUBLICCHARITY | CHARITABLE | $5,000 |
| AMERICAN FRIENDS OF MAGEN | ||||||
| 2100 E HALLANDALE BCH BLVD 205 | HALLANDALE | FL | 33009 | PUBLICCHARITY | CHARITABLE | $2,500 |
| HENDY WOODS COMMUNITY | ||||||
| PO BOX 443 | PHILO | CA | 95466 | PUBLICCHARITY | CHARITABLE | $1,000 |
| TEMPLE SINAI | ||||||
| 2808 SUMMIT STREET | OAKLAND | CA | 94609 | PUBLICCHARITY | CHARITABLE | $1,000 |
| ANDERSON VALLEY LAND TRUST | ||||||
| PO BOX 141 | BOONVILLE | CA | 95415 | PUBLICCHARITY | CHARITABLE | $5,000 |
| PLAN INTERNATIONAL USA | ||||||
| 155 PLAN WAY | WARWICK | RI | 02886 | PUBLICCHARITY | CHARITABLE | $2,000 |
| MISSISSIPPI CENTER FOR JUSTICE | ||||||
| 5 OLD RIVER PLACE STE 203 | JACKSON | MS | 39202 | PUBLICCHARITY | CHARITABLE | $1,000 |
| BOCA RATON PAL | ||||||
| 100 NW 2ND AVENUE | BOCA RATON | FL | 33432 | PUBLICCHARITY | CHARITABLE | $2,500 |
| ARTS GARAGE | ||||||
| 94 NE 2ND AVE | DELRAY BEACH | FL | 33444 | PUBLICCHARITY | CHARITABLE | $9,500 |
| LAWYERS' COMMITTEE FOR CIVIL RIGHTS | ||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | PUBLICCHARITY | CHARITABLE | $12,000 |
| BROWARD CENTER FOR PERFORMING ARTS | ||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | PUBLICCHARITY | CHARITABLE | $1,000 |
| LANGE FOUNDATION | ||||||
| 2178 ROSCOMARE ROAD | LOS ANGELES | CA | 90077 | PUBLICCHARITY | CHARITABLE | $600 |
| BRENTWOOD SCHOOL | ||||||
| 100 S BARRINGTON PLACE | LOS ANGELES | CA | 90049 | PUBLICCHARITY | CHARITABLE | $1,000 |
| THE LOS ANGELES COUNTY MUSEUM OF ART | ||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PUBLICCHARITY | CHARITABLE | $130 |
| ALAMEDA COUNTY HEALTH CARE FOUNDATION | ||||||
| 1000 SAN LEANDRO BLVD STE 300 | SAN LEANDRO | CA | 94577 | PUBLICCHARITY | CHARITABLE | $5,000 |
| FIRST EXPOSURE TIDES CENTER | ||||||
| THE PRESIDIO PO BOX 29907 | SAN FRANCISCO | CA | 94129 | PUBLICCHARITY | CHARITABLE | $5,000 |
| SPADY CULTURAL HERITAGE MUSEUM | ||||||
| 170 NW 5TH AVENUE | DELRAY BEACH | FL | 33444 | PUBLICCHARITY | CHARITABLE | $15,500 |
| DELRAY BEACH COMMUNITY DEV CTR | ||||||
| 3905 LOWSON BLVD | DELRAY BEACH | FL | 33445 | PUBLICCHARITY | CHARITABLE | $1,500 |
| HUCKLEBERRY HOUSE | ||||||
| 3310 GEARY BOULEVARD | SAN FRANCISCO | CA | 94118 | PUBLICCHARITY | CHARITABLE | $1,000 |
| LAWYERS FOR CHILDREN | ||||||
| 110 LAFAYETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | PUBLICCHARITY | CHARITABLE | $500 |
| SAN FRANCISCO OPERA | ||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 94102 | PUBLICCHARITY | CHARITABLE | $3,000 |
| HEALTH ACCESS FOUNDATION | ||||||
| 2000 FRANKLIN STREET 3RD FLOOR | OAKLAND | CA | 94612 | PUBLICCHARITY | CHARITABLE | $1,000 |
| KRAVIS CENTER | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $1,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PUBLICCHARITY | CHARITABLE | $2,500 |
| HIRSHBERG FOUND PANCREATIC RES | ||||||
| 2990 S SEPULVEDA BLVD 300C | LOS ANGELES | CA | 90064 | PUBLICCHARITY | CHARITABLE | $1,000 |
| JEWISH ASSOCIATION ON AGING | ||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | PUBLICCHARITY | CHARITABLE | $500 |
| PBS SOUTHERN CALIFORNIA | ||||||
| 333 SOUTH HOPE STREET STE 1003 | LOS ANGELES | CA | 90071 | PUBLICCHARITY | CHARITABLE | $120 |
| MIDWEST ACADEMY | ||||||
| 53 W JACKSON BLVD STE 1634 | CHICAGO | IL | 60604 | PUBLICCHARITY | CHARITABLE | $1,000 |
| THE CROSSROADS CLUB | ||||||
| 1700 LAKE IDA RD | DELRAY BEACH | FL | 33445 | PUBLICCHARITY | CHARITABLE | $1,000 |
| EMANUEL JACKSON SR PROJECT INC | ||||||
| 700 W ATLANTIC AVE | DELRAY BEACH | FL | 33444 | PUBLICCHARITY | CHARITABLE | $20,000 |
| OAKLAND PARK & RECREATION FOUNDATION | ||||||
| 666 BELLEVUE AVE | OAKLAND | CA | 94610 | PUBLICCHARITY | CHARITABLE | $1,000 |
| JR LEAGUE OF BOCA RATON | ||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | PUBLICCHARITY | CHARITABLE | $2,800 |
| TEMPLE BETH EL | ||||||
| 2815 N FLAGLER DR | WEST PALM BEACH | FL | 33407 | PUBLICCHARITY | CHARITABLE | $1,368 |
| MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | PUBLICCHARITY | CHARITABLE | $250 |
| DELRAY CHAMBER EDUCATION FUND | ||||||
| 140 NE 1ST ST | DELRAY BEACH | FL | 33444 | PUBLICCHARITY | CHARITABLE | $1,000 |
| EAT BETTER LIVE BETTER | ||||||
| 14451 S MILITARY TRAIL STE 2 | DELRAY BEACH | FL | 33484 | PUBLICCHARITY | CHARITABLE | $7,500 |
| WISE TRIBE | ||||||
| 6586 W ATLANTIC AVE 1004 | DELRAY BEACH | FL | 33446 | PUBLICCHARITY | CHARITABLE | $1,000 |
| GLOBAL GROWERS | ||||||
| 500 S COLUMBIA DR | DECATUR | GA | 30030 | PUBLICCHARITY | CHARITABLE | $1,000 |
| STREET LEVEL HEALTH PROJECT | ||||||
| 3125 E 15TH ST | OAKLAND | CA | 94601 | PUBLICCHARITY | CHARITABLE | $1,000 |
| LA CLINICA DE LA RAZA | ||||||
| 1450 FRUITVALE AVE 3RD FL | OAKLAND | CA | 94601 | PUBLICCHARITY | CHARITABLE | $1,000 |
| TRYBE INC | ||||||
| 1341 E 25TH ST STE B | OAKLAND | CA | 94606 | PUBLICCHARITY | CHARITABLE | $2,500 |
| DELRAY CITIZENS FOR DELRAY POLICE | ||||||
| 1045 E ATLANTIC AVE STE 300 | DELRAY BEACH | FL | 33483 | PUBLICCHARITY | CHARITABLE | $1,000 |
| JEWISH ADOPTION & FAMILY CARE OPTIONS | ||||||
| 4200 N UNIVERSITY DR | SUNRISE | FL | 33351 | PUBLICCHARITY | CHARITABLE | $5,000 |
| MISSISSIPPI JOURNALISM & EDUC GROUP | ||||||
| 125 S CONGRESS ST STE 1324 | JACKSON | MS | 39201 | PUBLICCHARITY | CHARITABLE | $1,000 |
| MUSEUM OF CONTEMPORARY ART | ||||||
| 250 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | PUBLICCHARITY | CHARITABLE | $129 |
| PROJECT ANGEL FOOD | ||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | PUBLICCHARITY | CHARITABLE | $250 |
| ROOTS AND WINGS FOUND | ||||||
| PO BOX 437 | WILMETTE | IL | 60091 | PUBLICCHARITY | CHARITABLE | $3,000 |
| SOUTHERN CALIF PUBLIC RADIO | ||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | PUBLICCHARITY | CHARITABLE | $120 |
| KIDSAVE INTERNATIONAL | ||||||
| PO BOX 39293 | LOS ANGELES | CA | 90039 | PUBLICCHARITY | CHARITABLE | $1,000 |
| SUITS FOR SENIORS | ||||||
| 251 W 11TH ST | RIVIERA BEACH | FL | 33404 | PUBLICCHARITY | CHARITABLE | $2,000 |
| THE WATERMANS ALLIANCE | ||||||
| 255 CONEJO RD | SANTA BARBARA | CA | 93103 | PUBLICCHARITY | CHARITABLE | $1,000 |
| WILLIE KEYES RECREATION CTR | ||||||
| 3131 UNION ST | OAKLAND | CA | 94608 | PUBLICCHARITY | CHARITABLE | $1,000 |
| ALS ASSOCIATION | ||||||
| 1300 WILSON BLVD ST3 600 | ARLINGTON | VA | 22209 | PUBLICCHARITY | CHARITABLE | $250 |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | PUBLICCHARITY | CHARITABLE | $250 |
| CENTRO DE LA RAZA | ||||||
| 3400 E 12TH ST | OAKLAND | CA | 94601 | PUBLICCHARITY | CHARITABLE | $1,000 |
| THE WILLOWS COMMUNITY SCHOOL | ||||||
| 8509 HIGUERA STREET | CULVER CITY | CA | 90232 | PUBLICCHARITY | CHARITABLE | $12,000 |
| COMPASS COMMUNITY CENTER | ||||||
| 201 N DIXIE HWY | LAKE WORTH BCH | FL | 33460 | PUBLICCHARITY | CHARITABLE | $2,500 |
| THE CHARLIE FUND | ||||||
| 280 NE 2ND AVENUE | DELRAY BEACH | FL | 33444 | PUBLICCHARITY | CHARITABLE | $1,000 |
| SPEC'S CHARITABLE FOUNDATION | ||||||
| 2410 SMITH STREET | HOUSTON | TX | 77006 | PUBLICCHARITY | CHARITABLE | $6,500 |
| IMPACT 100 PBC | ||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | PUBLICCHARITY | CHARITABLE | $1,050 |
| KCRW | ||||||
| PO BOX 7010 | ARTESIA | CA | 90702 | PUBLICCHARITY | CHARITABLE | $120 |
| LEO BAECK TEMPLE | ||||||
| 1300 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | PUBLICCHARITY | CHARITABLE | $2,453 |
| PLANNED PARENTHOOD GREATER TEXAS | ||||||
| 7424 GREENVILLE AVE | DALLAS | TX | 75231 | PUBLICCHARITY | CHARITABLE | $1,500 |
| THE PLATO SOCIETY OF LOS ANGELES | ||||||
| 1083 GAYLEY AVENUE | LOS ANGELES | CA | 90024 | PUBLICCHARITY | CHARITABLE | $590 |
| WORLD WILDLIFE FUND | ||||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | PUBLICCHARITY | CHARITABLE | $250 |
| WILLOWS COMMUNITY SCHOOL | ||||||
| 8509 HIGUERA ST | CULVER CITY | CA | 90232 | PUBLICCHARITY | CHARITABLE | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,730 | 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 | $221,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,617 | 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 | JIM L. HOSKINS, CPA, P.A. TAX PREPARATION | CategoryTxt |
| Amt | $5,525 | Amt |
| Net Investment Income | $5,525 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLIC EXCHANGE | ||||||
| BOEING CO NTS B/E 5.04% | 2022-12 | Purchased | 2023-01 | $125,329 | $124,819 | $510 |
| PUBLIC EXCHANGE | ||||||
| BERKSHIRE HATHAWAY INC 3.00% | 2013-04 | Purchased | 2023-02 | $225,000 | $225,000 | $0 |
| PUBLIC EXCHANGE | ||||||
| GENERAL ELEC CAP CORP 3.10% | 2013-01 | Purchased | 2023-01 | $200,000 | $200,000 | $0 |
| PUBLIC EXCHANGE | ||||||
| JPMORGAN CHASE & CO B/E 3.20% | 2013-03 | Purchased | 2023-01 | $125,000 | $124,515 | $485 |
| PUBLIC EXCHANGE | ||||||
| METLIFE INC B/E 4.368% | 2015-01 | Purchased | 2023-02 | $75,000 | $75,677 | -$677 |
| PUBLIC EXCHANGE | ||||||
| STRATFORD CT TAX | 2013-12 | Purchased | 2023-08 | $250,000 | $250,000 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY BK CD, 4.85%, 06/10/2024 | $0 | $0 |
| CAPITAL ONE NATL ASSN CD, 1.9%, 08/28/2024 | $0 | $0 |
| GOLDMAN SACHS GROUP INC, 5%, 12/15/2023 | $0 | $0 |
| GOLDMAN SACHS GROUP INC FR, 4%, 12/15/2030 | $0 | $0 |
| GENERAL ELECTRIC CAPITAL CORP, 3.55%, 12/15/2032 | $0 | $0 |
| AMERICAN EXPRESS CO, 3.55%, 12/31/2049 | $0 | $0 |
| JPMORGAN CHASE & CO, 3.65%, 09/01/2050 | $0 | $0 |
| BERKSHIRE HATHAWAY INC, 3%, 02/11/2023 | $0 | $0 |
| GENERAL ELEC CAP CORP MTN, 3.1%, 01/09/2023 | $0 | $0 |
| JPMORGAN CHASE & CO, 3.2%, 01/25/2023 | $0 | $0 |
| METLIFE INC SR NT SER D STEP UP, 09/15/2023 | $0 | $0 |
| CISCO SYS INC, 3.625%, 03/04/2024 | $0 | $0 |
| GOLDMAN SACHS GROUP INC, 4%, 03/03/2024 | $0 | $0 |
| BELLSOUTH TELECOMMUNICATIONS INC, 7%, 10/01/2025 | $0 | $0 |
| CHEVRON CORP, 2.954%, 05/16/2026 | $0 | $0 |
| COMCAST CORP, 3.15%, 03/01/2026 | $0 | $0 |
| OCCIDENTAL PETE CORP, 3.4%, 04/15/2026 | $0 | $0 |
| SIMON PPTY GROUP L P, 3.25%, 11/30/2026 | $0 | $0 |
| APPLE INC, 3.2%, 05/11/2027 | $0 | $0 |
| GOLDMAN SACHS GROUP INC, 3.85%, 01/26/2027 | $0 | $0 |
| JPMORGAN CHASE FINL, 5.4%, 10/03/2024 | $0 | $0 |
| WALMART INC, 3.7%, 06/26/2028 | $0 | $0 |
| GLAXOSMITHKLINE CAP INC, 3.875%, 05/15/2028 | $0 | $0 |
| JPMORGAN CHASE FINL, 4.3%, 08/31/2026 | $0 | $0 |
| BOEING CO, 5.04%, 05/01/2027 | $0 | $0 |
| CITIGROUP INC, 5%, 07/20/2027 | $0 | $0 |
| TOYOTA MOTOR CREDIT CORP, 4.55%, 09/20/2027 | $0 | $0 |
| AT&T INC, 4.3%, 02/15/2030 | $0 | $0 |
| VERIZON COMM INC, 4.4%, 11/01/2034 | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND | $0 | $0 |
| MFO VANGUARD INFLATION PROTECTED SECURITIES FUND | $0 | $0 |
| MFO NUVEEN PREFERRED SECURITY-I | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS TRANSFERRED TO DIRECTOR-SUCCESSOR (501)(C)(3) EXEMPT ORGANIZATION | $1,917,530 |
| FUNDS TRANSFERRED TO DIRECTOR-SUCCESSOR (501)(C)(3) EXEMPT ORGANIZATION | $1,916,842 |
| FUNDS TRANSFERRED TO DIRECTOR-SUCCESSOR (501)(C)(3) EXEMPT ORGANIZATION | $1,918,069 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES & FEES | CategoryTxt |
| Amt | $279 | Amt |
Comments