THE HELD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE HELD FOUNDATION (EIN 95-4016569)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202313129349102061
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T14:30:44-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883824543 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 Century Park E Ste 200 | 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 | 954016569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELD | BusinessNameControlTxt |
| Phone | 3103002200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BORDY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | BORDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Moshe Y Graber | PreparerPersonNm |
| PTIN | P00653955 | PTIN |
| Phone | 3105521600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $6,768,589 | 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 | $399,154 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,524 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,524 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,824,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,881 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,881 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $595,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,017 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $156,385 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,421 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $103,964 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,597 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $95 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $77 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $174,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,018 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $426,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,018 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,520 | CashBOYAmt |
| Cash EOY | $199,252 | CashEOYAmt |
| Cash EOYFMV | $199,252 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $839,591 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $305,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $305,888 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,002,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,581,814 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,255,137 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,747 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,312 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,312 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,905,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,095,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,768,589 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,905,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,095,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,905,930 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,095,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,905,930 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,095,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,905,930 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,375 | OtherIncreasesAmt |
| Subtotal | $7,095,266 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,095,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY 1482-ST | P | 2022-01-01 | 2022-12-31 | $6,481 | $8,430 | -$1,949 | -$1,949 |
| FIDELITY 1482-LT | P | 2021-01-01 | 2022-12-31 | $26,994 | $52,561 | -$25,567 | -$25,567 |
| MERRILL LYNCH 2452-ST | P | 2022-01-01 | 2022-12-31 | $420,646 | $430,749 | -$10,103 | -$10,103 |
| MERRILL LYNCH 2452-LT | P | 2021-01-01 | 2022-12-31 | $100,000 | $95,750 | $4,250 | $4,250 |
| MERRILL LYNCH 2453-ST | P | 2022-01-01 | 2022-12-31 | $294,043 | $312,062 | -$18,019 | -$18,019 |
| MERRILL LYNCH 2453-LT | P | 2021-01-01 | 2022-12-31 | $662,980 | $716,082 | -$53,102 | -$53,102 |
| MERRILL LYNCH 2454-ST | P | 2022-01-01 | 2022-12-31 | $516,234 | $545,798 | -$29,564 | -$29,564 |
| MERRILL LYNCH 2454-LT | P | 2021-01-01 | 2022-12-31 | $265,740 | $189,557 | $76,183 | $76,183 |
| MERRILL LYNCH 2455-ST | P | 2022-01-01 | 2022-12-31 | $98,470 | $200,059 | -$101,589 | -$101,589 |
| MERRILL LYNCH 2455-LT | P | 2021-01-01 | 2022-12-31 | $34,636 | $27,090 | $7,546 | $7,546 |
| MERRILL LYNCH 2649-ST | P | 2022-01-01 | 2022-12-31 | $398,442 | $413,902 | -$15,460 | -$15,460 |
| MERRILL LYNCH 2649-LT | P | 2021-01-01 | 2022-12-31 | $276,998 | $202,822 | $74,176 | $74,176 |
| MERRILL LYNCH 2914-ST | P | 2022-01-01 | 2022-12-31 | $103,973 | $127,926 | -$23,953 | -$23,953 |
| MERRILL LYNCH 2914-LT | P | 2021-01-01 | 2022-12-31 | $459,785 | $352,130 | $107,655 | $107,655 |
| MERRILL LYNCH 2452-LT | D | 2021-01-01 | 2022-12-31 | $159,389 | $27,952 | $131,437 | $131,437 |
| PUBLICLY TRADED SECURITIES-basis adjustm | P | 2021-01-01 | 2022-12-31 | $11,996 | -$11,996 | -$11,996 | |
| READY CAPITAL CORP | P | 2021-01-01 | 2022-12-31 | $20 | $20 | $20 | |
| MOSAIC REAL ESTATE CREDIT LLC | P | 2020-01-01 | 2022-12-31 | $7,496 | -$7,496 | -$7,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,469 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,975 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,975 | SubtotalAmt |
| Tax Based On Investment Income | $2,975 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,993 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,993 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,018 | OverpaymentAmt |
| Applied To ES Tax | $12,018 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA BORDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103002200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MELISSA BORDY | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 1.00 | $0 |
| ROBERT HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| JOSEPH HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,352,647 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $853,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,206,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,206,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,098,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $354,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $354,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,975 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,975 | TotalTaxAmt |
| Distributable Before Adj | $351,935 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $351,935 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $351,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,466 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $356,466 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $351,935 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $27,855 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $83,114 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,348 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,383 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $379,700 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,466 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $351,935 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,531 | RemainingDistriFromCorpusAmt |
| Total Corpus | $384,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $27,855 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $356,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $83,114 | ExcessFromYear4Amt |
| Excess From Year3 | $117,348 | ExcessFromYear3Amt |
| Excess From Year2 | $151,383 | ExcessFromYear2Amt |
| Excess From Current Year | $4,531 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELISSA BORDY | ContributingManagerNm |
| Contributing Manager | ROBERT HELD | ContributingManagerNm |
| Contributing Manager | JOSEPH HELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Home for the Aging | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | N/A | PC | PUBLIC CHARITY | $1,000 |
| The Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | N/A | PC | PUBLIC CHARITY | $100,000 |
| OUR HOUSE | |||||||
| 1663 SAWTELLE BOULEVARD | LOS ANGELES | CA | 90025 | N/A | PC | PUBLIC CHARITY | $500 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | N/A | PC | PUBLIC CHARITY | $25 |
| CEDAR SINAI BOARD OF GOV | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $4,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | PUBLIC CHARITY | $25,000 |
| JVS | |||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $500 |
| MADD | |||||||
| 18726 WESTERN AVENUE 210 | GARDENA | CA | 90248 | N/A | PC | PUBLIC CHARITY | $100 |
| DIDI HIRSCH MENTAL HEALTH SERVICES | |||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | PC | PUBLIC CHARITY | $22,700 |
| MAKE A WISH FOUNDATION | |||||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | N/A | PC | PUBLIC CHARITY | $1,500 |
| CITY OF HOPE | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | N/A | PC | PUBLIC CHARITY | $23,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | PUBLIC CHARITY | $10,000 |
| The Jewish Foundation | |||||||
| 6505 Wilshire Blvd Suite 1200 | Los Angeles | CA | 90048 | N/A | PC | PUBLIC CHARITY | $5,000 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGLES VISTA BLVD | LOS ANGELES | CA | 90043 | N/A | PC | PUBLIC CHARITY | $10,750 |
| Rett Syndrome Research Trust | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | N/A | PC | PUBLIC CHARITY | $500 |
| ALMA BACK YARD FARMS | |||||||
| 801 E REDONDO BEACH BLVD | COMPTON | CA | 90220 | N/A | PC | PUBLIC CHARITY | $25,000 |
| CALIFORNIA COMMUNITY 4 MALLORY | |||||||
| 717 W TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | PUBLIC CHARITY | $500 |
| HARVEST HOME | |||||||
| 2118 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | N/A | PC | PUBLIC CHARITY | $20,000 |
| HOMES 4 FAMILIES | |||||||
| 210131 VENTURA BLVD 610 | WOODLAND HILLS | CA | 91364 | N/A | PC | PUBLIC CHARITY | $1,000 |
| THE LIBRARY FOUNDATION | |||||||
| 630 WEST 5TH STREET | LOS ANGELES | CA | 90071 | N/A | PC | PUBLIC CHARITY | $850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,524 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,143 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,761 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $196,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,309 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TENU INVESTMENTS LLC | ||||||
| 1 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $45,045 | Yes (X) |
| TENU INVESTMENTS LLC | ||||||
| 2 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $354,109 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $45,045 | 2022-01-12 |
| 2 | SECURITIES | $354,109 | 2022-01-12 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIP | AT COST | $170,771 | $170,771 |
| MERRILL LYNCH - A/C 02452 | AT COST | $1,800,343 | $1,888,243 |
| MERRILL LYNCH - A/C 02453 | AT COST | $892,095 | $818,214 |
| MERRILL LYNCH - A/C 02454 | AT COST | $766,862 | $769,212 |
| MERRILL LYNCH - A/C 02455 | AT COST | $782,714 | $666,668 |
| MERRILL LYNCH - A/C 02649 | AT COST | $527,651 | $515,852 |
| MERRILL LYNCH - A/C 02914 | AT COST | $897,880 | $800,250 |
| FIDELITY - A/C 1482 | AT COST | $493,498 | $465,377 |
| UBS - A/C 7131 | AT COST | $250,000 | $160,550 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $4,747 | BOYBookValueAmt |
| EOY Book Value | $8,312 | EOYBookValueAmt |
| EOYFMV | $8,312 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $18 | |
| SUPPLIES | $77 | $77 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $16,881 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $16,881 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $20,375 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $32,928 | $16,464 | $0 | $16,464 |
| CONSULTING | $87,500 | $0 | $0 | $87,500 |
| INVESTMENT MANAGEMENT FEES | $35,957 | $35,957 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $16,000 | |
| FOREIGN TAX | $1,597 | $1,597 |