BROTMAN FOUNDATION OF CALIFORNIA: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROTMAN FOUNDATION OF CALIFORNIA (EIN 95-6094639)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-24
- IRS object ID
- 202332979349100323
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-24T13:32:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956094639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTMAN FOUNDATION OF CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROT | BusinessNameControlTxt |
| Phone | 3102732501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TONI WALD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI WALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102732501 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONI | PersonFirstNm |
| Person Last | WALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KALINA I GRAYSON | PreparerPersonNm |
| PTIN | P01685489 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2023-10-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,171,016 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $506 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $506 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $98,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,779,616 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,265 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,280 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,520 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,533 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,802 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,011 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,648 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $128,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $420,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $367,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,018 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,756 | CashBOYAmt |
| Cash EOY | $17,584 | CashEOYAmt |
| Cash EOYFMV | $17,584 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $246,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $291,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $291,179 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $653,769 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,261,502 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,260,786 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,319,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,265,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,575,896 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,631,315 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $795,180 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $746,468 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $299,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $305,727 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $279,103 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,191,826 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,936,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,171,016 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,191,826 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,936,808 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,191,826 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,936,808 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,191,826 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,936,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,191,826 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,018 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,936,808 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,936,808 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | 2022-12-31 | $3,771,566 | $3,713,351 | $58,215 | $58,215 |
| CAPITAL GAINS DIVIDENDS | P | $8,050 | $8,050 | $8,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,265 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,685 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,685 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,758 | 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 | $7,758 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,073 | OverpaymentAmt |
| Applied To ES Tax | $6,073 | 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 | THEBROTMANFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102732501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| TONI BROTMAN WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | PRESIDENT | 5.00 | $28,200 | $0 | $0 |
| ALEXIS WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | SECRETARY | 5.00 | $28,200 | $0 | $0 |
| LENA WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | TREASURER | 5.00 | $28,200 | $0 | $0 |
| ALISON ROVEN | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | DIRECTOR | 5.00 | $28,200 | $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 | $4,996,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $451,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,448,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,448,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,366,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,685 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,685 | TotalTaxAmt |
| Distributable Before Adj | $266,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $266,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $266,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $367,740 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $367,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $311,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,874 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $151,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $125,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $820,051 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $367,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,105 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $921,156 | 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 | $311,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $609,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,874 | ExcessFromYear4Amt |
| Excess From Year3 | $151,193 | ExcessFromYear3Amt |
| Excess From Year2 | $125,206 | ExcessFromYear2Amt |
| Excess From Year1 | $100,345 | ExcessFromYear1Amt |
| Excess From Current Year | $101,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONI BROTMAN WALD | ContributingManagerNm |
| Contributing Manager | ALEXIS WALD | ContributingManagerNm |
| Contributing Manager | LENA WALD | ContributingManagerNm |
| Contributing Manager | ALISON ROVEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONI WALD CO BROTMAN FOUNDATION OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102732501 | RecipientPhoneNum |
| Recipient Email Address | SUBMISSIONS@THEBROTMANFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OUTLINE OF PROJECT & LETTER OF SUBMISSION. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - ACCEPTED ANYTIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL, AND THE ENVIRONMENT. AWARDS LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET FLOOR 18 | NEW YORK | NY | 10004 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| AHEAD WITH HORSES INC | |||||||
| 10157 JOHANNA AVE | SHADOW HILLS | CA | 91040 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| ALLIANCE FOR MOMS | |||||||
| 3333 WILSHIRE BLVD STE 550 | LOS ANGELES | CA | 90010 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| BABY2BABY | |||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| BARNSDALL ART PARK FOUNDATION | |||||||
| PO BOX 291833 | LOS ANGELES | CA | 90029 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| BRADY UNITED AGAINST GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CHILDREN OF THE NIGHT | |||||||
| 3450 CAHUENGA BLVD W STE 602 | LOS ANGELES | CA | 90068 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD STE 29 | LOS ANGELES | CA | 90027 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| CHRYSALIS | |||||||
| 522 S MAIN ST | LOS ANGELES | CA | 90013 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| COACH ARTS | |||||||
| 445 S FIGUEROA STREET SUITE 3100 | LOS ANGELES | CA | 90071 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| CORE COMMUNITY ORGANIZED RELIEF EFFORT | |||||||
| 6464 W SUNSET BLVD STE 530 | LOS ANGELES | CA | 90028 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| COVENANT HOUSE CALIFORNIA | |||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| FOUNDATION THINKAGAIN | |||||||
| 23555 WESTWOOD BLVD STE 431 | LOS ANGELES | CA | 90064 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOL | |||||||
| 268 BUSH STREET 555 | SAN FRANCISCO | CA | 94104 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $13,670 | |
| HERITAGE GROUP HOMES | |||||||
| PO BOX 8400 | LA VERNE | CA | 91750 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| INTERNATIONAL SCHOOL OF LOS ANGELES | |||||||
| 1105 W RIVERSIDE DR | BURBANK | CA | 91506 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| NO KID HUNGRY | |||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 | |
| NOVA UKRAINE | |||||||
| 963 MEARS CT | STANFORD | CA | 94305 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| OAKWOOD SCHOOL | |||||||
| 11230 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| OCEANA | |||||||
| 1025 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| OPTIMIST YOUTH HOMES & FAMILY SERVICES | |||||||
| PO BOX 41-1076 | LOS ANGELES | CA | 90041 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| OXFAM AMERICA | |||||||
| 226 CAUSEWAY ST FLOOR 5 | BOSTON | MA | 02114 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| PENNY LANE CENTERS | |||||||
| 15305 RAYEN ST | NORTH HILLS | CA | 91343 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST FLOOR 10 | NEW YORK | NY | 10038 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| READING LEGACIES | |||||||
| 2750 HISTORIC DECATUR RD STE 210 | SAN DIEGO | CA | 92106 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| SAVE THE CHILDREN | |||||||
| PO BOX 97132 | WASHINGTON | DC | 20090 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD STE 204A | CLAREMONT | CA | 91711 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 | |
| TEENS 4 TEENS HELP | |||||||
| 21176 CENTRE POINTE PKWY SUITE 300 | SANTA CLARITA | CA | 91350 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| THE JEWISH FEDERATION | |||||||
| PO BOX 54269 | LOS ANGELES | CA | 90054 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| THE WAVERLY SCHOOL | |||||||
| 67 WEST BELLEVUE DR | PASADENA | CA | 91105 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD STE 401 | BEVERLY HILLS | CA | 90211 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| UNHCR | |||||||
| 1310 L STREET NW NO 450 | WASHINGTON | DC | 20005 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| VIOLENCE INTERVENTION PROGRAM | |||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $9,000 | |
| VNA HOSPICE & PALLIATIVE CARE | |||||||
| 2151 E CONVENTION CENTER WAY STE | ONTARIO | CA | 91764 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | 100 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| WESTSIDE INFANT-FAMILY NETWORK | |||||||
| 3701 STOCKER ST SUITE 204 | LOS ANGELES | CA | 90008 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| YOUNG STORYTELLERS | |||||||
| 923 EAST 3RD ST STE 307 | LOS ANGELES | CA | 90013 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,670 | 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 | $506 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,275 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,046 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,046 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | $15,335 | Amt |
| Net Investment Income | $1,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,802 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY 3%23 | $25,949 | $24,938 |
| APPLE INC. 2.85%23 | $76,423 | $75,826 |
| PFIZER INC. 3%23 | $78,235 | $74,368 |
| THE BANK OF NEW 3.65%24 | $75,999 | $73,794 |
| APPLE INC. 3%24 | $49,176 | $48,825 |
| 3M CO 3.25%24 | $52,385 | $49,208 |
| GLAXOSMITHKLINE CAP3%24F | $103,767 | $97,657 |
| U.S. BANCORP 2.4%24 | $25,326 | $24,046 |
| JPMORGAN CHASE 3.125%25 | $103,670 | $96,535 |
| INTEL CORP 3.7%25 | $50,642 | $48,792 |
| THE CHARLES SCHW 1.15%26 | $50,047 | $44,355 |
| AIR PRODUCTS AND 1.85%27 | $52,030 | $44,473 |
| EMERSON ELECTRIC 1.8%27 | $51,531 | $43,651 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $8,330 | $42,269 |
| ACCENTURE PLC | $9,409 | $34,689 |
| AIR PROD & CHEMICALS | $6,784 | $53,946 |
| ALPHABET INC. | $17,970 | $30,168 |
| AMAZON.COM INC | $27,887 | $29,400 |
| AMERICAN EXPRESS CO | $12,148 | $40,631 |
| AMERISOURCEBERGEN CORP | $11,393 | $49,713 |
| AMGEN INC | $7,200 | $48,588 |
| ANALOG DEVICES INC | $8,326 | $41,007 |
| APPLE INC | $6,372 | $39,628 |
| APTIV PLC | $16,895 | $27,008 |
| AUTO DATA PROCESSING | $9,153 | $48,966 |
| BROADCOM INC | $25,365 | $47,526 |
| CATERPILLAR INC | $9,299 | $56,297 |
| CHARLES SCHWAB CORP | $8,247 | $50,372 |
| CHEVRON CORP | $18,596 | $53,847 |
| CISCO SYSTEMS INC | $35,054 | $39,779 |
| CITIGROUP INC | $47,015 | $35,506 |
| COLGATE-PALMOLIVE CO | $16,433 | $48,062 |
| COSTCO WHOLESALE CO | $4,990 | $43,368 |
| DANAHER CORP | $1,885 | $42,467 |
| EMERSON ELECTRIC CO | $14,728 | $45,629 |
| EXXON MOBIL CORP | $22,772 | $55,150 |
| HOME DEPOT INC | $5,045 | $45,800 |
| HONEYWELL INTL INC | $31,947 | $47,146 |
| ILLUMINA INC | $44,378 | $34,374 |
| INTEL CORP | $20,689 | $25,109 |
| J P MORGAN CHASE & CO | $11,555 | $40,901 |
| JOHNSON & JOHNSON | $14,398 | $49,462 |
| LOCKHEED MARTIN CORP | $4,974 | $51,081 |
| MASTERCARD INC | $23,103 | $41,728 |
| MERCK & CO. INC. | $27,389 | $55,475 |
| MICROSOFT CORP | $13,648 | $33,575 |
| NEXTERA ENERGY INC | $4,581 | $53,504 |
| NORTHERN TRUST CORP | $19,474 | $33,626 |
| ORACLE CORP | $19,796 | $47,001 |
| PEPSICO INC | $18,835 | $54,198 |
| PROCTER & GAMBLE | $37,228 | $51,530 |
| QUALCOMM INC | $12,996 | $36,830 |
| SHERWIN WILLIAMS CO | $15,702 | $41,533 |
| TARGET CORP | $21,172 | $40,986 |
| TEXAS INSTRUMENTS | $10,768 | $41,305 |
| U S BANCORP | $23,457 | $35,324 |
| VERIZON COMMUNICATN | $22,613 | $25,610 |
| W E C ENERGY GROUP INC | $23,528 | $42,192 |
| DFA US MICRO CAP PORT | $106,027 | $197,536 |
| AMERESCO INC | $36,764 | $47,141 |
| CONSTELLATION BRAND | $31,899 | $46,350 |
| LENNAR CORP | $17,879 | $47,513 |
| MEDTRONIC PLC | $37,572 | $26,425 |
| SYSCO CORP | $25,921 | $36,314 |
| CHARGEPOINT HLDGS INC | $60,233 | $26,684 |
| LILLY ELI & CO | $27,013 | $51,218 |
| ARCHER-DANIELS-MIDLN | $38,502 | $41,782 |
| HUBBELL INC | $39,869 | $48,109 |
| INTERPUBLIC GRP COS | $34,596 | $41,637 |
| NVIDIA CORP | $35,834 | $32,881 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,261,502 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,260,786 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY RESIDENTIAL REIT | AT COST | $21,790 | $15,930 |
| MEDICAL PROPERTIES REIT | AT COST | $22,085 | $13,368 |
| MID AMERICA APARTMENT CO REIT | AT COST | $15,470 | $18,054 |
| PUBLIC STORAGE REIT | AT COST | $13,842 | $18,212 |
| VENTAS INC REIT | AT COST | $17,999 | $17,119 |
| WELLS FARGO & CO 1.95%25 CD | AT COST | $80,000 | $75,737 |
| AMERN TOWER CORP REIT | AT COST | $18,731 | $15,890 |
| AVALONBAY CMNTYS INC REIT | AT COST | $16,309 | $16,152 |
| SALLIE MAE BANK 1.05%26 CD | AT COST | $99,501 | $88,641 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,192 | $119 | $1,073 |
| INVESTMENT EXPENSES | $30,892 | $30,892 | $0 |
| OFFICE EXPENSES | $1,130 | $0 | $1,130 |
| WEBSITE AND SOCIAL MEDIA MAINTENANCE | $9,115 | $0 | $9,115 |
| CHARITABLE EVENTS | $1,330 | $0 | $1,330 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY FEE | $100 | $0 | $100 |
| IRS TAX | $8,500 | $0 | $0 |
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