SUPO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUPO FOUNDATION (EIN 86-1154955)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202303129349102240
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T21:09:00-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Disaster Relief | CA WINTER STORMS | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARTIN & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N BRAND BLVD 230 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 | 861154955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUPO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % R MARTIN & ASSOCIATES | InCareOfNm |
| Business Name Control | SUPO | BusinessNameControlTxt |
| Phone | 8182408849 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N BRAND BLVD Suite 230 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SUPOWITZ | PersonNm |
| Person Title | FOUNDATION MANAGER | PersonTitleTxt |
| Phone | 8182408849 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | SUPOWITZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICARDO L MARTIN CPA | PreparerPersonNm |
| PTIN | P00293723 | PTIN |
| Phone | 8182408849 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $2,209,734 | 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 |
| Dividends Rev And Expnss | $66,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,551 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,551 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$65,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,755,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,551 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $66,551 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,401 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $19,232 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,232 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,539 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,539 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,232 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,539 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$436,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,319 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,962 | CashBOYAmt |
| Cash EOY | $47,198 | CashEOYAmt |
| Other Investments BOY | $3,015,233 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,209,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,209,734 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,071,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,256,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,209,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,071,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,256,932 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,071,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,256,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,071,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,256,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,071,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$436,507 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,634,688 | SubtotalAmt |
| Other Decreases | $377,756 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,256,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES, LLC - 4858 | $555,504 | $579,028 | -$21,572 | -$23,524 | |
| NATIONAL FINANCIAL SERVICES, LLC - 4858 | $1,200,310 | $1,250,862 | -$44,314 | -$50,552 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$65,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $658 | SubtotalAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,969 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,969 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,311 | OverpaymentAmt |
| Applied To ES Tax | $7,311 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 | NA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R MARTIN & ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8182408849 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 N BRAND BLVD SUITE 230 | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91203 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ONNIE BARON | ||||||||
| 505 N BRAND BLVD | GLENDALE | CA | 91203 | FOUND. MGR | 0 | $0 | $0 | $0 |
| STEVEN SUPOWITZ | ||||||||
| 505 N BRAND BLVD | GLENDALE | CA | 91203 | FOUND. MGR. | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $658 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,539 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $411,539 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $211,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $492,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,539 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $411,539 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $904,078 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $893,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,549 | ExcessFromYear4Amt |
| Excess From Year3 | $104,000 | ExcessFromYear3Amt |
| Excess From Year2 | $211,100 | ExcessFromYear2Amt |
| Excess From Year1 | $160,331 | ExcessFromYear1Amt |
| Excess From Current Year | $411,539 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OHANA ONE INTERNATIONAL SURGICAL AID | |||||||
| 555 W 5TH STREET 35TH FLOOR | LOS ANGELES | CA | 90013 | NON RELATED | PF | UNRISTRICTED DONATION | $5,000 |
| ALEPH INSTITUTE | |||||||
| 7304 BEVERLY HILLS 153 | LOS ANGELES | CA | 90036 | NON RELATED | PF | UNRISTRICTED DONATION | $1,000 |
| THE JEWISH WAR VETERANS POST #603 | |||||||
| 11000 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NON RELATED | PF | UNRESTRICTED DONATION | $28,512 |
| ALZHEIMER'S LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 |
| STAND WITH US | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NON RELATED | PF | UNRESTRICTED DONATION | $5,000 |
| BURBANK BOYS AND GIRLS CLUB | |||||||
| 2244 BUENA VISTA ST | BURBANK | CA | 91504 | NON RELATED | PF | UNRESTRICTED DONATION | $16,000 |
| CALIFORNIA ATHLETIC SOCCER CLUB | |||||||
| 2941 FOOTHILL BLVD | LA CRESCENTA | CA | 91214 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 |
| AMERICAN FRIENDS OF ISRAEL SPORTS CENTER | |||||||
| ONE NORTHFIELD PLAZA SUITE 300 | NORTHFIELD | IL | 60093 | NON RELATED | PF | UNRESTRICTED DONATION | $18,000 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 6505 WILSHIRE BLVD 1200 | LOS ANGELEG | CA | 90048 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 |
| JUNIATA VALLEY YMCA | |||||||
| 105 1ST AVENUE | BURNHAM | PA | 17009 | NON RELATED | PF | UNRESTRICTED DONATION | $500 |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | |||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NON RELATED | PF | UNRISTRICTED DONATION | $1,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NON RELATED | PF | UNRESTRICTED DONATION | $5,000 |
| JEWISH WAR VETERANS USA | |||||||
| 2615 GRAND AVE | LOS ANGELES | CA | 90007 | NON RELATED | PF | UNRESTRICTED DONATION | $2,100 |
| LASD MOTORSPORTS | |||||||
| 3807 SIERRA HIGHWAY | ACTON | CA | 93510 | NON RELATED | PF | UNRESTRICTED DONATION | $5,000 |
| LASD YOUTH FOUNDATION | |||||||
| 211 W TEMPLE ST 8TH FLOOR | LOS ANGELES | CA | 90012 | NON RELATED | PF | UNRESTRICTED DONATION | $898 |
| CASA PACIFICA FOR CHILDREN & FAMILIES | |||||||
| 1722 S LEWIS RD | CAMARILLO | CA | 93012 | NON RELATED | PF | UNRESTRICTED DONATION | $16,000 |
| MOTOR FOR TOYS CHARITABLE FOUNDATION | |||||||
| 1336 N MOORPARK RD 207 | THOUSAND OAKS | CA | 91360 | NON RELATED | PF | UNRESTRICTED DONATION | $5,000 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 W 5TH STREET 960 | LOS ANGELES | CA | 90071 | NON RELATED | PF | UNRESTRICTED DONATION | $12,978 |
| MAPS CHARITIES | |||||||
| 14320 VENTURA BLVD 331 | SHERMAN OAKS | CA | 91423 | NON RELATED | PF | UNRESTRICTED DONATION | $15,600 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 15321 S BRAND BLVD | MISSION HILLS | CA | 91345 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 |
| ONE GENERATION | |||||||
| 17400 VICTORY BLVD | VAN NUYS | CA | 91406 | NON RELATED | PF | UNRESTRICTED DONATION | $79,191 |
| PATHWAYS TO INDEPENDENCE | |||||||
| P O BOX 43 | LOS ALAMITOS | CA | 90720 | NON RELATED | PF | UNRESTRICTED DONATION | $3,000 |
| RESCUE OUR FURRY FRIENDS | |||||||
| P O BOX 6 | LEWISTOWN | PA | 17044 | NON RELATED | PF | UNRESTRICTED DONATION | $500 |
| SIMI VALLEY POLICE FOUNDATION | |||||||
| 3901 ALAMO ST | SEMI BALLEY | CA | 93063 | NON RELATED | PF | UNRESTRICTED DONATION | $1,000 |
| JEWISH WAR VETERANS POST 138 | |||||||
| 16111 PLUMMER ST BLDG 22 ROOM 217 | NORTH HILLS | CA | 91343 | NON RELATED | PF | UNRISTRICTED DONATION | $49,905 |
| WEST VALLEY FOOD PANTRY | |||||||
| 5700 RUDNICK AVE | WOODLAND HILLS | CA | 91367 | NON RELATED | PF | UNRESTRICTED DONATION | $12,998 |
| HOHOKAM ELEMENTARY SCHOOL | |||||||
| 8451 E OAK STREET | SCOTTSDALE | AZ | 85257 | NON RELATED | PF | UNRESTRICTED DONATION | $21,583 |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD 2900A | LOS ANGELES | CA | 90048 | NON RELATED | PF | UNRESTRICTED DONATION | $2,500 |
| OPEN ARMS FOOD PANTRY & RESOURCE CENTER | |||||||
| 3651 S LA BREA AVE | LOS ANGELES | CA | 90016 | NON RELATED | PF | UNRESTRICTED DONATION | $2,650 |
| AMERICAN SOCIETY FOR THE PREVOF CRUELTY TO ANIMAL | |||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | NON RELATED | PF | UNRESTRICTED DONATION | $1,800 |
| CR TIJUANA INDEPENDANCIA | |||||||
| P O BOX 500402 | SAN DIEGO | CA | 92150 | NON RELATED | POF | UNRESTRICTED DONATION | $35,000 |
| JEWISH BROADCASTING SERVICE | |||||||
| PO BOX 360 | STAMFORD | CT | 06904 | NON RELATED | PF | UNRESTRICTED DONATION | $360 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NON RELATED | PF | UNRESTRICTED DONATION | $2,000 |
| SHERIFF'S YOUTH FOUNDATION | |||||||
| 211 W TEMPLE | LOS ANGELES | CA | 90012 | NON RELATED | PF | UNRESTRICTED DONATION | $41,222 |
| JEWISH FAMILY SERVICE LA SOVA VALLEY | |||||||
| 16439 VANOWEN ST | VAN NUYS | CA | 91406 | NON RELATED | PF | UNRISTRICTED DONATION | $4,712 |
| THE OVARIAN CANCER CIRCLE | |||||||
| 2652 ZORADA DR | LOS ANGELES | CA | 90046 | NON RELATED | PF | UNRISTRICTED DONATION | $1,000 |
| HOPE HELPING OTHERS PREPARE FOR ETERNITY | |||||||
| 11022 ACACIA PARKWAY SUITE C | GARDEN GROVE | CA | 92840 | NON RELATED | PF | UNRISCTRICTED DONATION | $1,500 |
| SOVA COMMUNITY FOOD & RESOURCE PROGRAM | |||||||
| 16650 SHERMAN WAY | VAN NUYS | CA | 91406 | NON RELATED | PF | UNRISTRICTED DONATION | $1,030 |
| SHRINERS CHILDREN'S MEDICAL CENTER | |||||||
| 909 S FAIR OAKS AVE | PASADENA | CA | 91105 | NON RELATED | PF | UNRISTRICTED DONATION | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,539 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $66,551 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$65,886 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $665 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $665 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LINCOLN PREMIER PLUS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,209,734 | BookValueAmt |
| EOYFMV | $2,209,734 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS INVESTMENT | Desc |
| Amt | $377,756 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $13,006 | $13,006 | $13,006 |
| OFFICE EXPENSES | $6,226 | $6,226 | $6,226 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREING TAXES PAID | $401 |
| INCOME TAXES | $6,000 |
Comments