KARSH FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KARSH FAMILY FOUNDATION (EIN 13-7147287)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-15
- IRS object ID
- 202211359349100931
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-15T20:06:15-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137147287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE KARSH FAMILY FOUNDATION | InCareOfNm |
| Business Name Control | KARS | BusinessNameControlTxt |
| Phone | 2138306402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9595 WILSHIRE BLVD SUITE 1010 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE KARSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2138306402 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | KARSH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $347,282,704 | 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 | $34,462,063 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $930,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $619,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,950,821 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,006,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,773,888 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $143,476 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,343,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,537,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $16,625 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,625 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $394,154 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $197,077 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $197,077 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $141 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,510,263 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $405,830 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $404,540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,335,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $601,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $223,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,746,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,746,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,081,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $601,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,970,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,261,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,935,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,890,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,007,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,007,781 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $537,763 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $862,697 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $862,697 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $76,060,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,729,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,150,765 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $120,343,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $230,627,768 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $241,847,337 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $414,124 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $414,124 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $233,832,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $335,641,822 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $347,282,704 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $862,016 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,370,387 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $862,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,370,387 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $232,970,661 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $333,271,435 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $232,970,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,271,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $233,832,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $335,641,822 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $232,970,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,261,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $83,039,480 | OtherIncreasesAmt |
| Subtotal | $333,271,435 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $333,271,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SECTION 1256 - LONG-TERM CAPITAL GAIN | P | $0 | $42,547 | -$42,547 | -$42,547 | ||
| SECTION 1256 - SHORT-TERM CAPITAL GAIN | $0 | $28,365 | -$28,365 | -$28,365 | |||
| 4,250 SHS ALPHABET INC. CL A | D | $7,209,293 | $1,365,547 | $5,843,746 | $5,843,746 | ||
| 5,250 SHS ALPHABET INC. CL C | D | $10,252,883 | $1,739,623 | $8,513,260 | $8,513,260 | ||
| 130,000 SHS APPLE INC. | D | $20,271,253 | $4,669,658 | $15,601,595 | $15,601,595 | ||
| 1,000 SHS AMAZON.COM | D | $3,251,300 | $1,510,907 | $1,740,393 | $1,740,393 | 2018-12-19 | |
| 65,000 SHS JPMORGAN CHASE & CO | D | $9,147,120 | $2,216,073 | $6,931,047 | $6,931,047 | ||
| 4,182 SHS BERKELEY LIGHTS, INC. | D | $206,534 | $24,507 | $182,027 | $182,027 | 2015-04-01 | |
| 11,147 SHS CHINA RENAISSANCE HOLDINGS LIMITED | D | $30,782 | $9,578 | $21,204 | $21,204 | 2021-05-20 | |
| 18,596 SHS CROWDSTRIKE HOLDINGS INC. | D | $2,929,791 | $204,529 | $2,725,262 | $2,725,262 | ||
| 3,406 SHS DADA NEXUS LIMITED | D | $84,029 | $6,813 | $77,216 | $77,216 | 2015-09-14 | 2021-04-12 |
| 4,018 SHS EVENTBRITE, INC. | D | $90,214 | $3,156 | $87,058 | $87,058 | 2012-12-01 | |
| 400 SHS INTUIT INC. | D | $148,213 | $0 | $148,213 | $148,213 | 2012-12-01 | 2020-12-21 |
| 7,549 SHS MEITUAN DIANPING CLASS B | D | $283,548 | $4,566 | $278,982 | $278,982 | 2021-05-05 | |
| 1,950 SHS SEA LIMITED | D | $465,325 | $26,052 | $439,273 | $439,273 | 2018-10-16 | 2021-02-04 |
| PUBLICLY TRADED SECURITIES | P | $78,687,043 | $80,649,276 | -$1,962,233 | -$1,962,233 | ||
| MCM INVESTMENT PARTNERS L.P. | P | $985,919 | $1,532,664 | -$546,745 | -$546,745 | ||
| OAKTREE HIGH YIELD PLUS (CAYMAN) FUND - CLASS A | P | $2,424 | $0 | $2,424 | $2,424 | ||
| OAKTREE HIGH YIELD PLUS (CAYMAN) FUND - CLASS B | P | $407 | $0 | $407 | $407 | ||
| DEEP FIELD OPPORTUNITIES FUND, LP | P | $1,822,040 | $1,198,883 | $623,157 | $623,157 | ||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 | |||||
| CAPITAL GAIN DIVIDENDS | P | $10,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,773,888 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $610,701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $610,701 | SubtotalAmt |
| Tax Based On Investment Income | $610,701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860,717 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $910,717 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $300,016 | OverpaymentAmt |
| Applied To ES Tax | $300,016 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138306402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9595 WILSHIRE BLVD SUITE 1010 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE A KARSH | ||||||||
| 9595 WILSHIRE BLVD SUITE 1010 | BEVERLY HILLS | CA | 90212 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| MARTHA L KARSH | ||||||||
| 9595 WILSHIRE BLVD SUITE 1010 | BEVERLY HILLS | CA | 90212 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCVT LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W Olympic Blvd 11th floor | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $394,154 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $66,684,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,955,245 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $245,913,465 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $358,553,417 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $358,553,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,378,301 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $353,175,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,658,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,658,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $610,701 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,868 | IncomeTaxAmt |
| Total Tax | $615,569 | TotalTaxAmt |
| Distributable Before Adj | $17,043,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,043,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,043,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,970,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,970,055 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,970,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,043,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,878 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,866,706 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,148,584 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,970,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $17,043,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,926,868 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,075,452 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,075,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $281,878 | ExcessFromYear2Amt |
| Excess From Year1 | $1,866,706 | ExcessFromYear1Amt |
| Excess From Current Year | $9,926,868 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE A KARSH | ContributingManagerNm |
| Contributing Manager | MARTHA L KARSH | ContributingManagerNm |
| Shareholder Manager | BRUCE A KARSH | ShareholderManagerNm |
| Shareholder Manager | MARTHA L KARSH | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE - READY PUBLIC SCHOOLS FOUNDATION | |||||||
| 601 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 900173383 | NONE | PC | EDUCATION | $5,000 |
| ALZHEIMER'S GREATER LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PC | HEALTH | $10,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC | |||||||
| ONE BATTERY PARK PLAZA SUITE 25TH F | NEW YORK | NY | 10004 | NONE | PC | EDUCATION | $10,000 |
| BET TZEDEK | |||||||
| 3250 WILSHIRE BLVD 13TH FLOOR | LOS ANGELES | CA | 90010 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| BRENTWOOD SCHOOL | |||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PC | EDUCATION | $133,333 |
| YMCA OF SOUTHEAST VENTURA COUNTY | |||||||
| 100 E THOUSAND OAKS BLVD SUITE 18 | THOUSAND OAKS | CA | 91360 | NONE | PC | PHILANTHROPIC ACTIVITY | $20,000 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | NONE | PC | HEALTH | $25,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | HEALTH | $5,010,000 |
| CHARTER SCHOOL GROWTH FUND | |||||||
| 10901 WEST 120TH AVENUE SUITE 450 | BROOMFIELD | CO | 80021 | NONE | PC | EDUCATION | $1,000,000 |
| CHABAD OF GRAMERCY PARK | |||||||
| 121 W 19TH ST | NEW YORK | NY | 10011 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | EDUCATION | $1,010,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NONE | PC | PHILANTHROPIC ACTIVITY | $15,000 |
| FOCUSING PHILANTHROPY INC | |||||||
| 1637 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PC | PHILANTHROPIC ACTIVITY | $75,000 |
| FRIENDS OF THE ISRAELI DEFENSE FUND | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | PC | PHILANTHROPIC ACTIVITY | $25,000 |
| GLOBAL CITIZEN YEAR INC | |||||||
| 1625 CLAY STREET | OAKLAND | CA | 94612 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| GOLDEN STATE WARRIORS COMMUNITY FOUNDATION | |||||||
| 1011 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | PHILANTROPIC ACTIVITY | $100,000 |
| HAWAI'I COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PC | KUKIO COMMUNITY FUND | $5,000 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PC | EDUCATION | $10,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | PHILANTHROPIC ACTIVITY | $25,000 |
| HUMAN RIGHTS FIRST | |||||||
| 75 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | PHILANTHROPIC ACTIVITY | $25,000 |
| HUMAN RIGHTS WATCH INC | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | PHILANTHROPIC ACTIVITY | $5,000 |
| IKAR | |||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | PC | PHILANTHROPIC ACTIVITY | $8,130 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BOULEVARD SUITE 150 | LOS ANGELES | CA | 90025 | NONE | PC | HEALTH | $10,000 |
| JEWISH FEDERATION COUNCIL OF GREATER LA | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| JEWISH FEDERATION AND FAMILY SERVICES OF ORANGE CO | |||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PC | PHILANTHROPIC ACTIVITY | $50,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | NONE | PC | PHILANTHROPIC ACTIVITY | $5,000 |
| JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON ROAD | LOS ANGELES | CA | 90049 | NONE | PC | EDUCATION | $50,000 |
| KCRW FOUNDATION INC | |||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | NONE | PC | PUBLIC RADIO | $25,000 |
| CAROL KIMMELMAN ATHLETIC AND ACADEMIC CAMPUS INC | |||||||
| 40 BEECHWOOD ROAD | SUMMIT | NJ | 07901 | NONE | PC | PHILANTHROPIC ACTIVITY | $2,000,000 |
| KIPP FOUNDATION | |||||||
| 135 MAIN STREET SUITE 1700 | SAN FRANCISCO | CA | 94105 | NONE | PC | EDUCATION | $2,000,000 |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | NONE | PC | EDUCATION | $1,870,000 |
| KIPP ST LOUIS | |||||||
| 1310 PAPIN STREET SUITE 203 | SAINT LOUIS | MO | 63103 | NONE | PC | EDUCATION | $5,000 |
| KIPP TEXAS INC | |||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | NONE | PC | EDUCATION | $10,000 |
| KOL RINAH | |||||||
| 3179 ARBOUR LN | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | PHILANTHROPIC ACTIVITY | $25,000 |
| LA PROMISE FUND | |||||||
| 202 WEST 1ST STREET SUITE 160 | LOS ANGELES | CA | 90012 | NONE | PC | EDUCATION | $10,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | PHILANTHROPIC ACTIVITY | $35,000 |
| LAFC SPORTS FOUNDATION | |||||||
| 818 W 7TH STREET SUITE 1200 | LOS ANGELES | CA | 90017 | NONE | PC | PHILANTHROPIC ACTIVITY | $25,000 |
| LEADERSHIP FOR EDUCATIONAL EQUITY FOUNDATION | |||||||
| 1805 7TH STEET NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $250,000 |
| LEARN FRESH EDUCATION CO | |||||||
| 3461 RINGSBY CT SUITE 315 | DENVER | CO | 80216 | NONE | PC | EDUCATION | $25,000 |
| LOS ANGELES CITY COLLEGE FOUNDATION | |||||||
| 855 N VERMONT AVENUE | LOS ANGELES | CA | 90029 | NONE | PC | EDUCATION | $5,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PC | ARTS | $5,300 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 WEST 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | PC | PHILANTHROPIC ACTIVITY | $5,000 |
| NO KID HUNGRY BY SHARE OUR STRENGTH | |||||||
| 1030 15TH STREET NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PC | HUNGER | $500,000 |
| OUR HOUSE GRIEF SUPPORT CENTER | |||||||
| 1663 SAWTELLE BOULEVARD SUITE 300 | LOS ANGELES | CA | 90025 | NONE | PC | PHILANTHROPIC ACTIVITY | $5,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | HEALTH | $25,000 |
| PORTAL SCHOOLS | |||||||
| 555 AVIATION BLVD | EL SEGUNDO | CA | 90245 | NONE | PC | EDUCATION | $5,000 |
| PUBLIC COUNSEL | |||||||
| 610 S ARDMORE AVENUE | LOS ANGELES | CA | 90005 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| RETT SYNDROME RESEARCH TRUST INC | |||||||
| 67 UNDER CLIFF ROAD | TRUMBILL | CA | 06611 | NONE | PC | HEALTH | $2,500 |
| RISE EDUCATION FUND | |||||||
| 4221 GRAND VIEW BLVD UNIT 5 | LOS ANGELES | CA | 90036 | NONE | PC | EDUCATION | $20,000 |
| ROCK AND ROLL FOREVER FOUNDATION INC | |||||||
| 1 PENN PLAZA 2615 | NEW YORK | NY | 10119 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| SAUL MIROWITZ JEWISH SCHOOL | |||||||
| 348 SOUTH MASON ROAD | SAINT LOUIS | MO | 63141 | NONE | PC | EDUCATION | $15,000 |
| SHELTER PARTNERSHIP INC | |||||||
| 520 S GRAND AVENUE SUITE 695 | LOS ANGELES | CA | 90071 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| SILVERLAKE CONSERVATORY OF MUSIC | |||||||
| 4652 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90027 | NONE | PC | ARTS | $10,000 |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PC | NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE | $500,000 |
| SPELMAN COLLEGE | |||||||
| 350 SPELMAN LANE SW | ATLANTA | GA | 30314 | NONE | PC | EDUCATION | $500,000 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | NONE | PC | PHILANTHROPIC ACTIVITY | $405,000 |
| STRIVE FOUNDATION | |||||||
| 9124 SOUTH MAIN STREET | LOS ANGELES | CA | 90003 | NONE | PC | EDUCATION | $10,000 |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | EDUCATION | $1,500,000 |
| THE EMILY KRZYZEWSKI FAMILY LIFE CENTER INC | |||||||
| 904 WEST CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | EDUCATION | $25,000 |
| THE HOWARD UNIVERSITY | |||||||
| 2400 6TH STREET NW | WASHINGTON | DC | 20059 | NONE | PC | EDUCATION | $1,270,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | EDUCATION | $10,000 |
| TOURETTE ASSOCIATION OF AMERICA INC | |||||||
| 42-40 BELL BOULEVARD SUITE 205 | BAYSIDE | NY | 11361 | NONE | PC | HEALTH | $10,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $2,000,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $500,000 |
| UNITED JEWISH APPEAL - FEDERATION OF JEWISH | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | PHILANTHROPIC ACTIVITY | $1,800 |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | |||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PC | EDUCATION | $3,725,000 |
| VISTA DEL MAR CHILD AND FAMILY SERVICES | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PC | PHILANTHROPIC ACTIVITY | $5,000 |
| VITAMIN ANGEL ALLIANCE INC | |||||||
| 6500 HOLLISTER AVENUE SUITE 130 | GOLETA | CA | 93117 | NONE | PC | PHILANTHROPIC ACTIVITY | $5,000 |
| WESTSIDE INFANT - FAMILY NETWORK | |||||||
| 3701 STOCKER STREET SUITE 204 | LOS ANGELES | CA | 90008 | NONE | PC | PHILANTHROPIC ACTIVITY | $10,000 |
| WHEN WE ALL VOTE | |||||||
| 700 13TH ST NW | WASHINGTON | DC | 20005 | NONE | PC | PHILANTHROPIC ACTIVITY | $50,000 |
| WILSHIRE BLVD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | PHILANTHROPIC ACTIVITY | $1,540,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | PHILANTHROPIC ACTIVITY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,746,063 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $930,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,950,821 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME - IRS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $310 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,881,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,881,170 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE AND MARTHA KARSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9595 WILSHIRE BLVD SUITE 1010 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $34,462,063 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 SHARES APPLE INC. SECURITIES | $4,964,600 | 2020-08-25 |
| 1 | 1,000 SHARES AMAZON.COM,INC. SECURITIES | $3,415,500 | 2020-08-27 |
| 1 | 3,942 SHARES CROWDSTRIKE HOLDINGS INC. SECURITIES | $519,083 | 2020-09-16 |
| 1 | 4,951 SHARES CROWDSTRIKE HOLDINGS INC. SECURITIES | $710,171 | 2020-10-15 |
| 1 | 6,685 SHARES CROWDSTRIKE HOLDINGS INC. SECURITIES | $1,138,422 | 2020-12-09 |
| 1 | 3,018 SHARES CROWDSTRIKE HOLDINGS INC. SECURITIES | $541,369 | 2020-12-16 |
| 1 | 400 SHARES INTUIT INC. SECURITIES | $149,248 | 2020-12-21 |
| 1 | 35,000 SHARES JPMORGAN CHASE & CO SECURITIES 1,950 SHARES SEA LIMITED SECURITIES | $5,268,229 | 2021-02-04 |
| 1 | 750 SHARES ALPHABET INC. CLASS A SECURITIES 750 SHARES ALPHABET INC. CLASS C SECURITIES | $3,136,883 | 2021-02-12 |
| 1 | 20,000 SHARES APPLE INC. SECURITIES | $2,574,100 | 2021-02-18 |
| 1 | 40,000 SHARES APPLE INC. SECURITIES | $5,106,400 | 2021-02-22 |
| 1 | 3,000 SHARES ALPHABET INC. CLASS C SECURITIES | $6,246,795 | 2021-03-05 |
| 1 | 2,091 SHARES BERKELEY LIGHTS, INC. SECURITIES | $99,281 | 2021-03-31 |
| 1 | 2,091 SHARES BERKELEY LIGHTS, INC. SECURITIES | $104,770 | 2021-04-06 |
| 1 | 4,018 SHARES EVENTBRITE, INC. SECURITIES | $90,767 | 2021-04-09 |
| 1 | 3,406 SHARES DADA NEXUS LIMITED SECURITIES | $86,955 | 2021-04-12 |
| 1 | 7,549 SHARES MEITUAN DIANPING CLASS B SECURITIES | $282,182 | 2021-05-04 |
| 1 | 11,147 SHARES CHINA RENAISSANCE HOLDINGS LIMITED SECURITIES | $27,310 | 2021-05-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $394,154 | Amt |
| Net Investment Income | $197,077 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $197,077 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARTER SCHOOL GROWTH FUND | |||||||||||
| 10901 WEST 120TH AVENUE SUITE 450 | BROOMFIELD | CO | 80021 | 2018-12-12 | $1,000,000 | TO SUPPORT THE CREATION AND EXPANSION OF PUBLIC CHARTER SCHOOL NETWORKS AND MANAGEMENT COMPANIES | $1,000,000 | NO | 04/17/2019, 04/30/2020, 04/30/2021 | 2021-04-30 | VERIFICATION CONFIRMED THAT $1,000,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| CHARTER SCHOOL GROWTH FUND | |||||||||||
| 10901 WEST 120TH AVENUE SUITE 450 | BROOMFIELD | CO | 80021 | 2019-12-13 | $1,000,000 | TO SUPPORT THE CREATION AND EXPANSION OF PUBLIC CHARTER SCHOOL NETWORKS AND MANAGEMENT COMPANIES | $1,000,000 | NO | 06/30/2020, 04/30/2021, 04/29/2022 | 2022-04-29 | VERIFICATION CONFIRMED THAT $1,000,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
| UNITED CANCER FRONT | |||||||||||
| 11601 WILSHIRE BLVD SUITE 500 | LOS ANGELES | CA | 90025 | 2019-09-16 | $10,000 | TO SUPPORT CANCER RESEARCH INITIATIVES | $10,000 | NO | 04/15/2021 | 2021-04-15 | VERIFICATION CONFIRMED THAT $10,000 WAS SPENT TOWARD THE GRANT PURPOSE WITH NO DIVERSION. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - SEE STATEMENT ATTACHED | $32,409,875 | $32,409,875 |
| 50,000 SHARES BLACKSTONE GP | $4,857,000 | $4,857,000 |
| BENEFICIAL STATE BANCORP | $2,500,000 | $2,500,000 |
| CHINA INSIGHT NON US FEEDER | $5,000,000 | $6,610,334 |
| NIANTIC, INC. | $1,999,977 | $1,999,977 |
| OAKTREE HIGH YIELD PLS CLASS A | $0 | $0 |
| OAKTREE HIGH YIELD PLS CLASS B | $0 | $0 |
| OAKTREE EMERG MKTS EQUITY | $2,134,233 | $2,134,233 |
| PUGNACIOUS ENDEAVORS INC. | $1,500,000 | $1,500,000 |
| DEEP FIELD OPPORTUNITIES OFFSH | $1,828,367 | $1,828,367 |
| COMMODORE CAPITAL OFFSHORE LTD | $2,500,000 | $1,310,979 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (85 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| OTHER INV. | $0 | $0 | |
| ARCTURUS CAPITAL VENTURE FUND | $527,800 | $3,577,260 | AT COST |
| COMMON SENSE GROWTH LLC | $1,000,000 | $628,229 | |
| RS PHOENIX HOLDINGS | $8,211,561 | $10,493,882 | |
| TQ VENTURES II | $1,894,963 | $1,894,963 | |
| OAKTREE RE DEBT FUND III | $598,067 | $598,067 | |
| ANGELENO INVESTORS II LP | $17,655 | $17,655 | |
| BUTTERFLY FUND II LP | $2,258,881 | $2,258,881 | |
| GREENOAKS OPPORTUNITIES II | $7,011,074 | $7,011,074 | |
| INVOPPS FT1 A LLC | $4,288,176 | $4,288,176 | |
| MARCH CAPITAL OPPORTUNITY FUND | $924,252 | $924,252 | |
| MARCH CAPITAL OPPORTUNITY FDII | $2,633,914 | $2,633,914 | |
| MARCH CAPITAL PARTNERS FUND I | $729,594 | $729,594 | |
| MARCH CAPITAL PARTNERS FUND II | $1,941,545 | $1,941,545 | |
| NGN BIOMED OPPORTUNITY I, LP | $2,980 | $2,980 | |
| OAKTREE EMERG MRKTS OPPT F II | $1,087,103 | $1,087,103 | |
| OAKTREE EMERG MRKTS DEBT TTL | $604,660 | $604,660 | |
| OAKTREE EMERGING MRKTS OPPT F | $166,495 | $166,495 | |
| OAKTREE ENCHANCED INCOME FUND | $13,721 | $13,721 | |
| OAKTREE MEZZANINE FUND III LP | $4,116 | $4,116 | |
| OAKTREE POWER OPPT FUND III | $142,509 | $142,509 | |
| OAKTREE POWER OPPT FUND V | $1,500,121 | $1,500,121 | |
| OAKTREE SPECIAL SIT FUND II | $989,533 | $989,533 | |
| OAKTREE VALUE EQUITY FUND | $19,222,005 | $19,222,005 | |
| OAKTREE VALUE OPPT FEEDER FUND | $6,052,843 | $6,052,843 | |
| OCM ASIA PRINCIPAL OPPT FUND | $9,735 | $9,735 | |
| SCHF US, LP | $42,780,987 | $42,780,987 | |
| SEQUOIA CAP CHINA GROW FND III | $5,949,531 | $5,949,531 | |
| SEQUOIA CAP CHINA GROWTH 2010 | $953,477 | $953,477 | |
| SEQUOIA CAP CHINA VENTURE 2010 | $774,106 | $774,106 | |
| SEQUOIA CAP US GROWTH FUND VI | $3,422,052 | $3,422,052 | |
| SEQUOIA CAP US VENT 2010-SEEDF | $647,937 | $647,937 | |
| SEQUOIA CAPITAL US GROWTH VIII | $1,422,831 | $1,422,831 | |
| SEQUOIA CAP US VENTURE 2010 LP | $4,703,775 | $4,703,775 | |
| SEQUOIA CAPITAL US VENTURE XVI | $358,831 | $358,831 | |
| SMASH VENTURES SPV, LLC | $3,384,193 | $3,384,193 | |
| TRYPERION RE FUND I LP | $4,827,321 | $4,827,321 | |
| TRYPERION RE FUND II LP | $4,347,475 | $4,347,475 | |
| TRYPERION RE FUND III LP | $672,727 | $672,727 | |
| TURNER-AGASSI CHARTER SCHOOL | $1,509,368 | $1,509,368 | |
| ZEEV VENTURES V, LP | $2,260,031 | $2,260,031 | |
| RAINE PARTNERS III, LP | $908,629 | $908,629 | |
| ADITUM BIO I | $1,715,904 | $1,715,904 | |
| GREENOAKS CAPITAL MS LP -APARO | $11,968,296 | $11,968,296 | |
| VIDA VENTURES II | $3,390,758 | $3,390,758 | |
| ANTHOS IV | $1,089,485 | $1,089,485 | |
| ANTHOS IV CO-INVEST FUND | $274,861 | $274,861 | |
| GREENOAKS CAPITAL MS LP - KILL | $7,823,102 | $7,823,102 | |
| VERTICA CAPITAL PARTNERS I | $353,136 | $353,136 | |
| GREENOAKS CAPITAL MS LP -AMUSE | $6,726,699 | $6,726,699 | |
| GREENOAKS CAPITAL MS LP -MERCY | $1,923,108 | $1,923,108 | |
| MANNA TREE PARTNERS FUND I | $354,247 | $354,247 | |
| GSP 2.0 LP | $3,048,012 | $2,902,313 | |
| GREENOAKS CAPITAL MS LP - KUBR | $1,444,914 | $1,444,914 | |
| ATOMIC LABS III | $295,828 | $295,828 | |
| QED FUND VI | $1,657,020 | $1,657,020 | |
| GREENOAKS CAPITAL MS LP-ARCHIE | $954,677 | $954,677 | |
| GREENOAKS OPPORTUNITIES III | $1,839,781 | $1,839,781 | |
| ELEVEN MINNEAPOLIS MEZZ | $1,799,134 | $2,075,971 | |
| MANDEVILLE DESALINATION, LLC | $1,577,559 | $3,160,023 | |
| GREENOAKS CAP MS LP- APARO III | $790,190 | $1,495,662 | |
| QED BTC HLDG BITSO(SERIES C) | $291,484 | $291,474 | |
| BHMS INVESTMENT FUND II | $200,741 | $200,741 | |
| GREENOAKS CAP MS LP- AMUSE II | $3,024,214 | $3,024,214 | |
| GREENOAKS CAP MS LP- APARO II | $4,004,859 | $4,004,859 | |
| LGF II | $950,683 | $950,683 | |
| OAKTREE OPPORTUNITIES FUND XI | $1,456,276 | $1,456,276 | |
| SEQUOIA CAP CHINA GROWTH VI | $1,413,324 | $1,413,324 | |
| GREENOAKS CAP MS LP- SURH COMP | $725,502 | $725,502 | |
| SEQUOIA CAP CHINA VENTURE VIII | $246,263 | $246,263 | |
| QED BTC HLDG BITSO(SERIES B) | $565,155 | $3,350,753 | |
| TOPLINE CAPITAL PARTNERS | $3,365,485 | $3,365,485 | |
| MARCH CAPITAL PARTNERS III | $696,752 | $696,752 | |
| LGF ESSENTIAL OVERLOOK | $512,500 | $512,161 | |
| SCION NEUROSTIM | $1,000,000 | $1,000,000 | |
| RCM WYNWOOD VI B | $1,855,180 | $1,855,180 | |
| GREENOAKS CAP MS LP-GOTHAM | $1,483,744 | $2,609,116 | |
| OAKTREE SBIC FUND, L.P. | $157,500 | $101,993 | |
| GREENOAKS CAP MS LP- MONOLITH | $993,586 | $992,957 | |
| GSP 3.0 FT | $2,619,000 | $2,605,000 | |
| 150,000 SHARES EFTMG PRIME JR | $2,280,000 | $2,280,000 | FMV |
| 75,000 SHARES VANECK GOLD MIN | $2,548,500 | $2,548,500 | |
| 1,000 SHARES CALL ISHARES SILV | $80,000 | $80,000 | |
| 270,000 SHARES ISHARES SILVER | $6,539,400 | $6,539,400 | |
| 23,150 SHARES SPDR GOLD SHARES | $3,834,335 | $3,834,335 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,625 | LegalFeesAmt |
| Disbursements Charitable Prps | $16,625 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTION RECEIVABLE | $0 | $32,914 | $32,914 |
| FEDERAL TAX RECEIVABLE | $0 | $150,665 | $150,665 |
| STATE TAX RECEIVABLE | $0 | $230,545 | $230,545 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $404,540 | $404,540 | |
| DUES AND SUBSCRIPTIONS | $1,290 | $1,290 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|---|
| PARTNERSHIP INCOME | $30,215 | |
| TRYPERION MANAGEMENT FEES | $109,934 | |
| INTEREST INCOME - IRS | $310 | $310 |
| INTEREST INCOME - MANNA TREE | $3,017 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $83,039,480 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $662,584 | $1,748,397 |
| FEDERAL EXCISE TAX PAYABLE | $199,432 | $0 |
| SHORT ACCOUNT PORTFOLIO | $0 | $621,990 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAXES | $1,473,150 |
| STATE TAXES | $37,113 |
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