BROTMAN FOUNDATION OF CALIFORNIA: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BROTMAN FOUNDATION OF CALIFORNIA (EIN 95-6094639)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-29
- IRS object ID
- 202202109349101060
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-29T18:24:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956094639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTMAN FOUNDATION OF CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROT | BusinessNameControlTxt |
| Phone | 3102732501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI WALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102732501 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONI | PersonFirstNm |
| Person Last | WALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KALINA I GRAYSON | PreparerPersonNm |
| PTIN | P01685489 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2022-07-15 | PreparationDt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,009,026 | 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 | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,993 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $465,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,151,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $465,219 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $584,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,237 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $122,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,220 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $109,980 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,142 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $714 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,428 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $216 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,990 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,351 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $122,809 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $386,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $150,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $537,097 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,358 | CashBOYAmt |
| Cash EOY | $41,756 | CashEOYAmt |
| Cash EOYFMV | $41,756 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $172,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,373 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $506,460 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $653,769 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $660,158 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,500,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,319,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,078,385 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,641,466 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,631,315 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,639,299 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $199,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $299,361 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $343,055 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,041,286 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,191,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,009,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,041,286 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,191,826 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,041,286 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,191,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,041,286 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,191,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,041,286 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $150,540 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,191,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,191,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2020-12-31 | 2021-12-31 | $1,126,127 | $685,813 | $440,314 | $440,314 |
| CAPITAL GAINS DIVIDENDS | P | $24,905 | $24,905 | $24,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $465,219 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,466 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,466 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,466 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,224 | 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 | $15,224 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,758 | OverpaymentAmt |
| Applied To ES Tax | $7,758 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEBROTMANFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102732501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TONI BROTMAN WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | PRESIDENT | 5.00 | $30,550 | $0 | $0 |
| ALEXIS WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | SECRETARY | 5.00 | $30,550 | $0 | $0 |
| LENA WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | TREASURER | 5.00 | $30,550 | $0 | $0 |
| ALISON ROVEN | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | DIRECTOR | 5.00 | $30,550 | $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 | $5,655,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $307,903 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,963,045 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,963,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,873,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,466 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,466 | TotalTaxAmt |
| Distributable Before Adj | $286,214 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,214 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,214 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $386,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $386,559 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $305,245 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $311,433 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,024,951 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $386,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $100,345 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,125,296 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $305,245 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $820,051 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $311,433 | ExcessFromYear4Amt |
| Excess From Year3 | $131,874 | ExcessFromYear3Amt |
| Excess From Year2 | $151,193 | ExcessFromYear2Amt |
| Excess From Year1 | $125,206 | ExcessFromYear1Amt |
| Excess From Current Year | $100,345 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONI BROTMAN WALD | ContributingManagerNm |
| Contributing Manager | ALEXIS WALD | ContributingManagerNm |
| Contributing Manager | LENA WALD | ContributingManagerNm |
| Contributing Manager | ALISON ROVEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONI WALD CO BROTMAN FOUNDATION OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102732501 | RecipientPhoneNum |
| Recipient Email Address | SUBMISSIONS@THEBROTMANFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OUTLINE OF PROJECT & LETTER OF SUBMISSION. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - ACCEPTED ANYTIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL, AND THE ENVIRONMENT. AWARDS LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 4 KIDS 2 KIDS | ||||||
| PO BOX 296 | OAK VIEW | CA | 93022 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| A NEW WAY OF LIFE | ||||||
| 9512 S CENTRAL AVE | LOS ANGELES | CA | 90002 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| ACCESS BOOKS | ||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET FLOOR 18 | NEW YORK | NY | 10004 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 |
| AHEAD WITH HORSES INC | ||||||
| 10157 JOHANNA AVE | SHADOW HILLS | CA | 91040 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| ALEX'S LEMONADE STAND FOUNDATION | ||||||
| 111 PRESIDENTIAL BLVD STE 203 | BALA CYNWYD | PA | 19004 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| CANINE SUPPORT TEAMS INC | ||||||
| 26500 SCOTT RD | MENIFEE | CA | 92584 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| CASA LIBRE CENTER FOR HUMAN RIGHS AND CONSTITUTIONAL LAW INC | ||||||
| 256 S OCCIDENTAL BLVD | LOS ANGELES | CA | 90057 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||
| 4650 SUNSET BLVD STE 29 | LOS ANGELES | CA | 90027 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| CORE COMMUNITY ORGANIZED RELIEF EFFORT | ||||||
| 6464 W SUNSET BLVD STE 530 | LOS ANGELES | CA | 90028 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| DR SUSAN LOVE FOUNDATION | ||||||
| 8605 SANTA MONICA BLVD STE 89002 | WEST HOLLYWOOD | CA | 90069 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| EARLE'S CARES | ||||||
| 3864 CRENSHAW BLVD | LOS ANGELES | CA | 90008 | NC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| FOUNDATION THINKAGAIN | ||||||
| 23555 WESTWOOD BLVD STE 431 | LOS ANGELES | CA | 90064 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| FRIENDS OF RESIDENTIAL TREASURES | ||||||
| 12400 WILSHIRE BLVD STE 1140 | LOS ANGELES | CA | 90025 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| GUIDE DOGS OF THE DESERT | ||||||
| 60735 DILLON RD | WHITEWATER | CA | 92282 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| HAMMER MUSEUM | ||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| HOMEBOY INDUSTRIES | ||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| INTERNATIONAL SCHOOL OF LOS ANGELES | ||||||
| 1105 W RIVERSIDE DR | BURBANK | CA | 91506 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| KAYNE ERAS CENTER - EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||
| 5350 MACHADO RD | CULVER CITY | CA | 90230 | NC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| LOS ANGELES MISSION | ||||||
| PO BOX 54059 | LOS ANGELES | CA | 90054 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| MERCY MEDICAL ANGELS | ||||||
| 4620 HAYGOOD RD STE 3 | VIRGINIA BEACH | VA | 23455 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 WEST 20TH ST | NEW YORK | NY | 10011 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| OAKWOOD SCHOOL | ||||||
| 11230 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST FLOOR 5 | BOSTON | MA | 02114 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| PENNY LANE CENTERS | ||||||
| 15305 RAYEN ST | NORTH HILLS | CA | 91343 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM ST FLOOR 10 | NEW YORK | NY | 10038 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 |
| READING LEGACIES | ||||||
| 2750 HISTORIC DECATUR RD STE 210 | SAN DIEGO | CA | 92106 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| SHOES THAT FIT | ||||||
| 1420 N CLAREMONT BLVD STE 204A | CLAREMONT | CA | 91711 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| THE CAUCUS FOR PRODUCERS WRITERS AND DIRECTORS FOUNDATION | ||||||
| 221 N THIRD ST STE 463 | BURBANK | CA | 91502 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| THE RAPE FOUNDATION | ||||||
| 1223 WILSHIRE BLVD STE 410 | SANTA MONICA | CA | 90403 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| THE USUAL SUSPECTS THEATRE COMPANY | ||||||
| 3719 VERDUGO RD | LOS ANGELES | CA | 90065 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| THE WAVERLY SCHOOL | ||||||
| 67 WEST BELLEVUE DR | PASADENA | CA | 91105 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| VIOLENCE INTERVENTION PROGRAM | ||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,250 |
| WAYFINDER FAMILY SERVICES | ||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| WESPARK | ||||||
| 14724 VENTURA BLVD STE 101 | SHERMAN OAKS | CA | 91423 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| WESTSIDE FOOD BANK | ||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| YOUNG STORYTELLERS | ||||||
| 923 EAST 3RD ST STE 307 | LOS ANGELES | CA | 90013 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,750 | 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 | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $465,219 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $584,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $584,237 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,142 | Amt |
| Net Investment Income | $714 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,428 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| THE HOME DEPOT, 2.625%22 | $98,125 | $100,774 |
| U.S. BANCORP 2.95%22 | $75,804 | $75,848 |
| THE CHARLES SCH 3.225%22 | $77,636 | $76,222 |
| BERKSHIRE HATHAWAY 3%23 | $25,949 | $25,641 |
| APPLE INC. 2.85%23 | $76,423 | $76,736 |
| PFIZER INC. 3%23 | $78,235 | $77,465 |
| THE BANK OF NEW 3.65%24 | $75,999 | $78,960 |
| APPLE INC. 3%24 | $49,176 | $52,041 |
| 3M CO 3.25%24 | $52,385 | $52,176 |
| GLAXOSMITHKLINE CAP3%24F | $103,767 | $104,352 |
| U.S. BANCORP 2.4%24 | $25,326 | $25,810 |
| JPMORGAN CHASE 3.125%25 | $103,670 | $104,810 |
| INTEL CORP 3.7%25 | $50,642 | $53,950 |
| JPMORGAN ULTRA SHORT | $354,109 | $353,360 |
| DFA INTER TERM EXTENDED | $230,461 | $231,145 |
| THE CHARLES SCHW 1.15%26 | $50,047 | $49,260 |
| AIR PRODUCTS AND 1.85%27 | $52,030 | $50,719 |
| EMERSON ELECTRIC 1.8%27 | $51,531 | $50,030 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $8,330 | $54,185 |
| ACCENTURE PLC | $9,409 | $53,892 |
| AIR PROD & CHEMICALS | $6,784 | $53,246 |
| ALPHABET INC. | $17,970 | $49,191 |
| AMAZON.COM INC | $17,905 | $43,346 |
| AMERICAN EXPRESS CO | $12,148 | $44,990 |
| AMERISOURCEBERGEN CORP | $13,861 | $48,505 |
| AMGEN INC | $7,200 | $41,619 |
| ANALOG DEVICES INC | $8,326 | $43,943 |
| APPLE INC | $6,372 | $54,159 |
| APTIV PLC | $16,895 | $47,836 |
| AUTO DATA PROCESSING | $9,153 | $50,549 |
| BOEING CO | $40,845 | $40,264 |
| BROADCOM INC | $25,365 | $56,560 |
| CATERPILLAR INC | $9,299 | $48,584 |
| CHARLES SCHWAB CORP | $8,247 | $50,881 |
| CHEVRON CORP | $28,071 | $52,808 |
| CISCO SYSTEMS INC | $35,054 | $52,914 |
| CITIGROUP INC | $47,015 | $47,406 |
| COLGATE-PALMOLIVE CO | $16,433 | $52,057 |
| COSTCO WHOLESALE CO | $5,777 | $62,447 |
| DANAHER CORP | $1,885 | $52,642 |
| ELANCO ANIMAL HEALTH INC | $30,783 | $35,475 |
| EMERSON ELECTRIC CO | $14,728 | $44,161 |
| EXXON MOBIL CORP | $49,969 | $53,541 |
| HOME DEPOT INC | $5,045 | $60,176 |
| HONEYWELL INTL INC | $31,947 | $45,872 |
| ILLUMINA INC | $29,495 | $36,142 |
| INTEL CORP | $11,068 | $36,050 |
| J P MORGAN CHASE & CO | $11,555 | $48,297 |
| JOHNSON & JOHNSON | $14,398 | $47,900 |
| LOCKHEED MARTIN CORP | $4,974 | $37,318 |
| MASTERCARD INC | $23,103 | $43,118 |
| MERCK & CO. INC. | $27,389 | $38,320 |
| MICROSOFT CORP | $13,648 | $47,085 |
| NEXTERA ENERGY INC | $4,581 | $59,750 |
| NORTHERN TRUST CORP | $19,474 | $45,452 |
| ORACLE CORP | $11,006 | $38,372 |
| PEPSICO INC | $18,835 | $52,113 |
| PROCTER & GAMBLE | $37,228 | $55,617 |
| QUALCOMM INC | $12,996 | $61,261 |
| SHERWIN WILLIAMS CO | $15,702 | $61,628 |
| TARGET CORP | $6,529 | $40,502 |
| TEXAS INSTRUMENTS | $5,314 | $40,521 |
| U S BANCORP | $23,457 | $45,498 |
| VERIZON COMMUNICATN | $22,613 | $33,774 |
| W E C ENERGY GROUP INC | $23,528 | $43,682 |
| WALT DISNEY CO | $30,794 | $41,046 |
| DFA LARGE CAP INTL PORT | $142,018 | $231,154 |
| DFA US MICRO CAP PORT | $86,027 | $212,674 |
| AMERESCO INC | $27,441 | $50,493 |
| CONSTELLATION BRAND | $31,899 | $50,194 |
| LENNAR CORP | $17,879 | $60,984 |
| MEDTRONIC PLC | $37,572 | $35,173 |
| SYSCO CORP | $35,471 | $51,058 |
| CHARGEPOINT HLDGS INC | $50,818 | $38,100 |
| LILLY ELI & CO | $37,624 | $53,860 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $653,769 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $660,158 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY RESIDENTIAL REIT | AT COST | $16,845 | $18,100 |
| MEDICAL PROPERTIES REIT | AT COST | $17,388 | $21,267 |
| MID AMERICA APARTMENT CO REIT | AT COST | $16,815 | $28,680 |
| PUBLIC STORAGE REIT | AT COST | $17,036 | $29,965 |
| VENTAS INC REIT | AT COST | $22,455 | $23,260 |
| WELLS FARGO & CO 1.95%25 CD | AT COST | $80,000 | $82,477 |
| AMERN TOWER CORP REIT | AT COST | $14,912 | $17,550 |
| AVALONBAY CMNTYS INC REIT | AT COST | $14,409 | $22,733 |
| SALLIE MAE BANK 1.05%26 CD | AT COST | $99,501 | $99,023 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,121 | $112 | $1,009 |
| INVESTMENT EXPENSES | $33,878 | $33,878 | $0 |
| OFFICE EXPENSES | $896 | $0 | $898 |
| WEBSITE AND SOCIAL MEDIA MAINTENANCE | $4,444 | $0 | $4,444 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY FEE | $50 | $0 | $50 |
| FOREIGN TAXES ON DIVIDENDS | $216 | $216 | $0 |
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