HJM FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HJM FAMILY FOUNDATION (EIN 87-3930544)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349107431
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:04:12-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953784482 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayland & Vukadinovich LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1097 Aviation Blvd | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | 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 | 873930544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJM Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJMF | BusinessNameControlTxt |
| Phone | 3102781830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9061 Santa Monica Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan H Monkarsh | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jonathan H | PersonFirstNm |
| Person Last | Monkarsh | 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 | Michael Vukadinovich | PreparerPersonNm |
| PTIN | P00025793 | PTIN |
| Phone | 3103760455 | PhoneNum |
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 |
| 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 | $3,873,318 | 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 | $52,651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,651 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $52,651 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,747 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,747 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,793 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $300 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $68,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,191 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $56,698 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $600 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $600 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,070 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $16,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $16,791 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $6,460 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,460 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $6,460 | InterestAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $12,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,682 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $12,682 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $38,603 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,553 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $38,603 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,095 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,000,000 | CashBOYAmt |
| Cash EOY | $49,347 | CashEOYAmt |
| Cash EOYFMV | $49,347 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $20,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,296 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $2,803,597 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,820,277 | USGovtObligationsEOYFMVAmt |
| Other Assets EOY | $983,398 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $983,398 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,000,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,856,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,873,318 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,000,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,856,638 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,000,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,856,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,000,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,856,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,000,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,362 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,856,638 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,856,638 | 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 |
|---|---|---|---|---|---|---|---|
| Charles Schwab | P | 2022-01-01 | 2022-06-01 | $28,963 | $28,663 | $300 | $300 |
| Pass-Through Entities | P | 2000-01-01 | 2022-06-01 | $11,493 | $11,493 | $11,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,793 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $300 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $411 | SubtotalAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $411 | 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 | 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 | Jonathan H Monkarsh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102781830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9061 Santa Monica Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jonathan H Monkarsh | ||||||
| 9061 Santa Monica Blvd | Los Angeles | CA | 90069 | Trustee | 1.00 | $0 |
| Heidi R Monkarsh | ||||||
| 9061 Santa Monica Blvd | Los Angeles | CA | 90069 | Trustee | 1.00 | $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 | $3,878,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,878,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,878,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,820,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $190,618 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $190,618 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $190,618 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $172,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,461 | UndistributedIncomePYAmt |
| Qualifying Distributions | $172,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,461 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,489 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,129 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cayton Children's Museum | |||||||
| 395 Santa Monica Place 374 | Santa Monica | CA | 90401 | None | PC | Museum | $10,000 |
| Holocaust Museum Los Angeles | |||||||
| 100 The Grove Drive | Los Angeles | CA | 90036 | None | PC | Museum | $10,000 |
| Jewish Federation of Greater Los An | |||||||
| 6505 Wilshire Blvd 1200 | Los Angeles | CA | 90048 | None | PC | Educational Program | $100,000 |
| AJC American Jewish Committee | |||||||
| 165 East 56 Street | New York | NY | 10022 | None | PC | Educational | $2,500 |
| Wise Readers to Leaders | |||||||
| 15500 Stephen S Wise Drive | Los Angeles | CA | 90077 | None | PC | Educational | $2,000 |
| Make A Wish Greater Los Angeles | |||||||
| 11390 West Olympic Blvd 300 | Los Angeles | CA | 90064 | None | PC | Childrens Programs | $2,000 |
| Rett Syndrome Research Trust | |||||||
| 67 Under Cliff Road | Trumbull | CT | 06611 | None | PC | Research | $500 |
| At the Well | |||||||
| 3417 Ordway Street NW | Washington | DC | 20016 | None | PC | Religious | $1,800 |
| Cedars Sinai Medical Center | |||||||
| 6500 Wilshire Blvd 1650 | Los Angeles | CA | 90048 | None | PC | Medical Research | $3,500 |
| Children's Hospital Los Angeles | |||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | None | PC | Medical Research | $2,500 |
| Lynne Cohen Foundation | |||||||
| 1112 Montana Ave 861 | Santa Monica | CA | 90403 | None | PC | Cancer Research | $1,000 |
| Our House Grief Support Center | |||||||
| 21860 Burbank Blvd 195 | Woodland Hills | CA | 91367 | None | PC | Mental Wellness Program | $1,000 |
| Camp Ramah in California | |||||||
| 17525 Ventura Blvd 310 | Encino | CA | 91316 | None | PC | Childrens Programs | $5,000 |
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | None | PC | Religious | $5,400 |
| Jewish Rock Radio | |||||||
| 14560 White Birch Valley Lane | Chesterfield | MO | 63017 | None | PC | Educational | $7,200 |
| Women's Guild Cedars Sinai | |||||||
| 407 North Maple Drive | Beverly Hills | CA | 90210 | None | PC | Medical Support | $1,650 |
| The Rape Foundation | |||||||
| 1223 Wilshire Blvd 410 | Santa Monica | CA | 90403 | None | PC | Mental Wellness Program | $500 |
| Builders of Jewish Education | |||||||
| 6505 Wilshire Blvd 300 | Los Angeles | CA | 90048 | None | PC | Educational | $1,000 |
| USC Hillel Foundation | |||||||
| 3300 S Hoover St | Los Angeles | CA | 90007 | None | PC | Wellness Program | $9,500 |
| GW Hillel at the Gewirz Center | |||||||
| 2300 H Street NW | Washington | DC | 20037 | None | PC | Museum | $1,800 |
| Vista Del Mar | |||||||
| 3200 Motor Avenue | Los Angeles | CA | 90034 | None | PC | Childrens Programs | $500 |
| PJ Library - Harold Grinspoon Found | |||||||
| 67 Hunt Street 100 | Agwam | MA | 01001 | None | PC | Educational | $1,800 |
| Jewish Creativity International | |||||||
| 2472 Broadway 331 | New York | NY | 10025 | None | PC | Educational | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,651 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,747 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $68,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,191 | 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 | Accounting fees | CategoryTxt |
| Amt | $2,070 | Amt |
| Net Investment Income | $2,070 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,070 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $600 | LegalFeesAmt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $600 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apollo Total Return Fund | $497,164 | |
| Atalaya Equipment Leasing Fund | $232,291 | |
| Pantheon Private Debt PCO | $246,280 | |
| Partnership interest | $983,398 | |
| Receivable from Apollo | $7,663 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other expenses | $4,857 | $4,857 | $4,857 |
| Pass-through activities | $7,825 | $7,825 | $7,825 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $16,791 | Amt |
| Net Investment Income | $16,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,791 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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