THE SHIRLEY BASKIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE SHIRLEY BASKIN FOUNDATION (EIN 95-3313203)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349103724
- 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 Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:44:40-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061187390 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY & HOROWITZ PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1813 SILAS DEANE HIGHWAY | AddressLine1Txt |
| City | ROCKY HILL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060671305 | 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 | 953313203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIRLEY BASKIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 3109632347 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 QUARTERDECK STREET 4 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BASKIN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3109632347 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | BASKIN | 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 | ROBERT R DEMERS JR CPA | PreparerPersonNm |
| PTIN | P00439377 | PTIN |
| Phone | 8605636443 | 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 |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,421,080 | 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 | $138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,034 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $103,467 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,057 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $80 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $80 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $314 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,012 | CashBOYAmt |
| Cash EOY | $86,115 | CashEOYAmt |
| Cash EOYFMV | $86,115 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $130,488 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,517 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $623,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $621,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,264,448 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $826,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $778,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,421,080 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $826,834 | RetainedEarningBOYAmt |
| Retained Earning EOY | $778,003 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $826,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $778,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $826,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $778,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $826,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $778,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $778,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 600 SH APPLE INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-03-20 | AcquiredDt |
| Sold | 2022-12-16 | SoldDt |
| Gross Sales Price | $80,995 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,961 | CostOrOtherBasisAmt |
| Gain Or Loss | $79,034 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $79,034 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,034 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,763 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $1,163 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN ENGLEHARDT | IndividualWithBooksNm |
| Phone | 3109632347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 QUARTERDECK STREET UNIT 4 | AddressLine1Txt |
| City | MARINA DEL RAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| AARON RICHARD BASKIN | ||||||||
| 535 OCEAN AVE 11D | SANTA MONICA | CA | 90402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDIE BASKIN | ||||||||
| 908 NORTH WHITTIER DR | BEVERLY HILLS | CA | 90210 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,613,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,801 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,809,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,809,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,767,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,237 | TotalTaxAmt |
| Distributable Before Adj | $137,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $131,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,412 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,412 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $136,431 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1978-12-20 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,573 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,025 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 NORTH TACOMA AVE | TACOMA | WA | 98403 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,100 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| BLESS IT BAG | |||||||
| 908 N WHITTIER DR | BEVERLY HILLS | CA | 90210 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| CEDARS SINAI WOMENS GUILD | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $100 |
| CHILDREN'S MUSEUM INDIANAPOLIS | |||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $4,250 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 |
| CORE | |||||||
| 6464 SUNSET BLVD SUITE 530 | LOS ANGELES | CA | 90028 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,060 |
| CRAFT CONTEMPORARY | |||||||
| 5814 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,045 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 100015004 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 606012000 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $515 |
| HOMELESS HEALTH CARE LOS ANGELES | |||||||
| 1282 WEST 2ND ST | LOS ANGELES | CA | 90026 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $4,103 |
| JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| KCET | |||||||
| 2900 WEST ALMEDA AVE | BURBANK | CA | 91505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| KNOCK OUT ABUSE WEST | |||||||
| 7095 HOLLYWOOD BLVD STE 494 | HOLLYWOOD | CA | 90028 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,591 |
| LOS ANGELES CITY COLLEGE FOUNDATION | |||||||
| 55 NORTH VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| LOS ANGELES WATERKEEPER | |||||||
| 120 BROADWAY SUITE 105 | SANTA MONICA | CA | 90401 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $15,399 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,010 |
| MEALS ON WHEELS OF W LA | |||||||
| PO BOX 241576 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| MOCA | |||||||
| 250 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $360 |
| MOTHERS 2 MOTHERS | |||||||
| 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $4,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVE 5TH FLOOR | NORWALK | CT | 06851 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $6,120 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $400 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $4,000 |
| NO KID HUNGRY | |||||||
| 1030 15TH ST SUITE 1100W | WASHINGTON | DC | 20005 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 |
| OPICA | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 10380 WILSHIRE BLVD 1403 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| SAVE THE REDWOODS | |||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,549 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PARALTA | SANTA FE | NM | 87501 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| TREE PEOPLE | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,050 |
| UCLA FOUNDATION NEUROSURGERY RESEARCH | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900246516 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $15,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353440 | SEATTLE | WA | 981959505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,100 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 |
| JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA | |||||||
| 3718 EAST RIVER RD SUITE 118 | TUCSON | AZ | 85718 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,107 | 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 | $138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,271 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,467 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,467 | TotalIncomeProducingActyAmt |
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 | $2,330 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH BERKSHIRE HATHAWAY INC | $23,870 | $154,450 |
| 800 SH MICROSOFT CORP | $9,947 | $191,856 |
| 600 SH PROCTER & GAMBLE | $31,549 | $90,936 |
| 400 SH JOHNSON & JOHNSON | $26,171 | $70,660 |
| 600 SH STRYKER CO | $31,967 | $146,694 |
| 1,000 SH ALPHABET INC CL A | $12,446 | $88,230 |
| 1,200 SH STARBUCKS CORP | $21,716 | $119,040 |
| 5,150 SH APPLE INC | $16,832 | $669,140 |
| 600 SH PEPSICO INC | $37,970 | $108,396 |
| 1,000 SH ALPHABET INC CL C | $12,406 | $88,730 |
| 300 SH SALESFORCE COM INC | $23,759 | $39,777 |
| 300 SH VISA INC CL A | $21,298 | $62,328 |
| 100 SH COSTCO WHOLESALE CRP DEL | $16,910 | $45,650 |
| 200 SH META PLATFORMS INC | $24,161 | $24,068 |
| 200 SH ACCENTURE PLC | $25,368 | $53,368 |
| 400 SH PROLOGIS INC | $23,290 | $45,092 |
| 50 SH EQUINIX INC | $21,907 | $32,752 |
| 60 SH ADOBE INC | $28,412 | $20,192 |
| 40 SH BLACKROCK INC | $29,458 | $28,345 |
| 800 SH BROOKFIELD CORP | $30,674 | $25,168 |
| 100 SH HOME DEPOT INC | $28,442 | $31,586 |
| 60 SH IDEXX LABS INC | $29,754 | $24,478 |
| 75 SH INTUIT INC | $28,265 | $29,192 |
| 100 SH NVIDIA CORP | $15,629 | $14,614 |
| 150 SH PALO ALTO NETWORKS | $18,331 | $20,931 |
| 60 SH THERMO FISHER SCNTFC | $30,839 | $33,041 |
| 200 SH BROOKFIELD ASSET MANAG F | $0 | $5,734 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $24 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $14,057 | Amt |
| Net Investment Income | $14,057 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $4,274 | $0 | $0 |
| FILING FEE | $100 | $0 | $0 |
| FOREIGN TAX | $314 | $314 | $0 |
| FRANCHISE TAX BOARD | $36 | $0 | $0 |
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