MAURICE AMADO FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MAURICE AMADO FOUNDATION (EIN 95-6041700)
Tax period
2020-12-01 to 2021-11-30
Filed
2022-04-13
IRS object ID
202221039349100312
Schema version
2020v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-13T09:11:17-05:00ReturnTs
Tax Period End2021-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN951777440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 SOUTH FLOWER STREET SUITE 3300AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956041700EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAURICE AMADO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAURBusinessNameControlTxt
Phone8189809190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112400 VENTURA BLVD NO 809AddressLine1Txt
CitySTUDIO CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICK AMADOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8189809190PhoneNum
Signature2022-04-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICKPersonFirstNm
Person LastAMADOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIZBETH G NEVAREZPreparerPersonNm
PTINP01399868PTIN
Phone3108731600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,041,427FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$122InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$122InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$616,418DividendsRevAndExpnssAmt
Dividends Net Invst Incm$616,418DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,182,571NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,469,012GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,182,571CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,816OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,816OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,804,927TotalRevAndExpnssAmt
Total Net Invst Incm$1,804,927TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$137,638CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$34,409CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$103,228CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$698PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$70PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$628PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,882AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,441AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,441AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$117,053OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$116,419OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$634OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,549TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,911TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,407TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$841TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,566TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,530OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,670OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,860OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$321,757TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$171,761TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$130,357TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,549,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,549,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,870,757TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$171,761TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,679,357TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$65,830ExcessRevenueOverExpensesAmt
Net Investment Income$1,633,166NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$930,526CashBOYAmt
Cash EOY$246,855CashEOYAmt
Cash EOYFMV$246,855CashEOYFMVAmt
US Government Obligations BOY$4,024,186USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,606,023USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,628,725USGovtObligationsEOYFMVAmt
Corporate Stock BOY$20,408,793CorporateStockBOYAmt
Corporate Stock EOY$20,865,323CorporateStockEOYAmt
Corporate Stock EOYFMV$29,237,377CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,121,039CorporateBondsBOYAmt
Corporate Bonds EOY$1,920,207CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,928,470CorporateBondsEOYFMVAmt
Total Assets BOY$27,484,544TotalAssetsBOYAmt
Total Assets EOY$27,638,408TotalAssetsEOYAmt
Total Assets EOYFMV$36,041,427TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$27,484,544RetainedEarningBOYAmt
Retained Earning EOY$27,638,408RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$27,484,544TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,638,408TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$27,484,544TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,638,408TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$27,484,544TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$65,830ExcessRevenueOverExpensesAmt
Other Increases$219,694OtherIncreasesAmt
Subtotal$27,638,408SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$27,638,408TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Acquired2021-11-30AcquiredDt
Sold2021-11-30SoldDt
Gross Sales Price$10,469,012GrossSalesPriceAmt
Cost Or Other Basis$9,286,441CostOrOtherBasisAmt
Gain Or Loss$1,182,571GainOrLossAmt
Gains Minus Excess Or Losses$1,182,571GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,182,571CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,701InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$22,701SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$22,701TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$11,701TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.MAURICEAMADOFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAM KAIZERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8189809190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112400 VENTURA BLVD NO 809AddressLine1Txt
CitySTUDIO CITYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICK AMADO
12400 VENTURA BLVD 809STUDIO CITYCA91604PRESIDENT3.00$5,000$0$0
SUSAN LINDHEIM
12400 VENTURA BLVD 809STUDIO CITYCA91604VICE PRESIDENT2.00$5,000$0$0
TED AMADO
12400 VENTURA BLVD 809STUDIO CITYCA91604DIRECTOR1.00$5,250$0$0
SUSAN MALCOLM
12400 VENTURA BLVD 809STUDIO CITYCA91604DIRECTOR1.00$5,000$0$0
MARK TARICA
12400 VENTURA BLVD 809STUDIO CITYCA91604DIRECTOR1.00$5,000$0$0
PAMELA KAIZER
12400 VENTURA BLVD 809STUDIO CITYCA91604EXECUTIVE DIRECTOR20.00$112,388$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERRILLBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line116830 VENTURA BLVD 601AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$116,584CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$35,197,934AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$999,666AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,197,600TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$36,197,600AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$542,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,654,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,782,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,782,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,701TaxBasedOnInvestmentIncomeAmt
Total Tax$22,701TotalTaxAmt
Distributable Before Adj$1,760,031DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,760,031DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,760,031DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,679,357ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,679,357QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,679,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,760,031DistributableAsAdjustedAmt
Undistributed Income PY$1,085,887UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,679,357QualifyingDistributionsAmt
Applied To Year1$1,085,887AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$593,470AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,166,561UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KING BAUDOUIN FOUNDATION UNITED STATES
10 ROCKEFELLER PLAZA 16TH FLNEW YORKNY10020PUBLIC CHARITYOPERATING EXPENSES$155,000
JOHN MUIR HEALTH FOUNDATION
1400 TREAT BLVDWALNUT CREEKCA94597PUBLIC CHARITYOPERATING EXPENSES$150,000
JEWISH COMMUNITY FOUNDATION
6505 WILSHIRE BLVDLOS ANGELESCA90048PUBLIC CHARITYOPERATING EXPENSES$114,500
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010PUBLIC CHARITYCAPITAL PROJECT$100,000
TEMPLE ISAIAH
10345 W PICO BLVDLOS ANGELESCA90064PUBLIC CHARITYOPERATING EXPENSES$100,000
EVELYN RUBENSTEIN JCC OF HOUSTON
5601 S BRAESWOODHOUSTONTX77096PUBLIC CHARITYOPERATING EXPENSES$57,000
BE THE MATCH
PO BOX 145MINNEAPOLISMN55485PUBLIC CHARITYOPERATING EXPENSES$50,000
SHARE OUR STRENGTH
PO BOX 75475BALTIMOREMD21275PUBLIC CHARITYOPERATING EXPENSES$40,000
LIBRARY FOUNDATION OF LOS ANGELES
630 WEST FIFTHLOS ANGELESCA90071PUBLIC CHARITYOPERATING EXPENSES$30,000
JEWISH FREE LOAN LOS ANGELES
6505 WILSHIRE BLVD 715LOS ANGELESCA90048PUBLIC CHARITYOPERATING EXPENSES$30,000
ECHOING GREEN
462 SEVENTH AVE 13TH FLOORNEW YORKNY10018PUBLIC CHARITYOPERATING EXPENSES$30,000
AMERICAN FRIENDS OF THE HEBREW UNIVERSITY
1 BATTERY PARK PLAZA 25TH FLNEW YORKNY10004PUBLIC CHARITYOPERATING EXPENSES$25,000
JVS SOCAL
6505 WILSHIRE BLVD 200LOS ANGELESCA90048PUBLIC CHARITYOPERATING EXPENSES$25,000
CHILDREN'S GRIEF CENTER OF NEW MEXICO
3001 TRELLIS DRALBUQUERQUENM87107PUBLIC CHARITYCAPITAL PROJECT$25,000
THE LUNDQUIST INSTITUTE
1124 W CARSONTORRANCECA90502PUBLIC CHARITYOPERATING EXPENSES$25,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NWWASHINGTONDC20009PUBLIC CHARITYOPERATING EXPENSES$25,000
HIAS
1300 SPRINGSTREET SUITE 500SILVER SPRINGMD20910PUBLIC CHARITYOPERATING EXPENSES$21,500
THE HUMANE SOCIETY OF THE UNITED STATES
1255 23RD ST NW SUITE 450WASHINGTONDC20037PUBLIC CHARITYOPERATING EXPENSES$20,000
TENDERLOVE COMMUNITY CENTER
1518 GIRARD BLVD NEALBUQUERQUENM87106PUBLIC CHARITYOPERATING EXPENSES$20,000
ENLACE COMMUNITARIO
2425 ALAMO AVE SEALBUQUERQUENM87106PUBLIC CHARITYOPERATING EXPENSES$20,000
VIRGINIA CHAMBER MUSIC FOUNDATION
PO BOX 1491CHARLOTTESVILLEVA22902PUBLIC CHARITYOPERATING EXPENSES$20,000
THE TUESDAY EVENING CONCERT SERIES
108 FIFTH ST SE 208CHARLOTTESVILLEVA22902PUBLIC CHARITYOPERATING EXPENSES$20,000
UCLA FOUNDATION
302 ROYCE HALLLOS ANGELESCA90095PUBLIC CHARITYPROGRAM SUPPORT$20,000
THE HUMANE LEAGUE
1601 WALNUT ST 502PHILADELPHIAPA19102PUBLIC CHARITYOPERATING EXPENSES$18,000
GRIFFITH OBSERVATORY FOUNDATION
2800 OBSERVATORY RDLOS ANGELESCA90027PUBLIC CHARITYOPERATING EXPENSES$15,000
KESHET
4121 CUTLER AVE NEALBUQUERQUENM87110PUBLIC CHARITYOPERATING EXPENSES$15,000
IVY CENTENNIAL FOUNDATION
PO BOX 4550CULVER CITYCA90231PUBLIC CHARITYOPERATING EXPENSES$15,000
MACHINE INTELLIGENCE RESEARCH INSTITUTE
2030 ADDISON ST FL 7BERKELEYCA94704PUBLIC CHARITYOPERATING EXPENSES$15,000
SEPHARDIC TEMPLE TIFERETH ISRAEL
10500 WILSHIRE BLVDLOS ANGELESCA90024PUBLIC CHARITYOPERATING EXPENSES$15,000
LARCHMONTMAMARONECK HUNGER TASK FORCE
PO BOX 1121LARCHMONTNY10538PUBLIC CHARITYOPERATING EXPENSES$15,000
THE FURNITURE SHAREHOUSE
BUILDING 3 LOOP ROADWHITE PLAINSNY10604PUBLIC CHARITYOPERATING EXPENSES$12,500
JEWISH FAMILY SERVICE OF HOUSTON
4131 S BRAESWOODHOUSTONTX77025PUBLIC CHARITYOPERATING EXPENSES$10,000
OPERA DELAWARE
4 S POPLARWILMINGTONDE19801PUBLIC CHARITYOPERATING EXPENSES$10,000
FIRST STATE BALLET THEATRE
818 N MARKET ST RWILMINGTONDE19801PUBLIC CHARITYOPERATING EXPENSES$10,000
826LA
1714 W SUNSETLOS ANGELESCA90026PUBLIC CHARITYOPERATING EXPENSES$10,000
COMMUNITY SOLIDARITY
PO BOX 208HUNTINGTONNY11743PUBLIC CHARITYOPERATING EXPENSES$10,000
MEALS ON WHEELS DIABLO REGION
1300 CIVIC DRIVEWALNUT CREEKCA94596PUBLIC CHARITYOPERATING EXPENSES$10,000
JEWISH FAMILY SERVICE OF LOS ANGELES
3580 WILSHIRE BLVDLOS ANGELESCA90010PUBLIC CHARITYOPERATING EXPENSES$10,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD 201CALABASASCA91302PUBLIC CHARITYMIRY'S LIST$10,000
DEPENDENCY ADVOCACY CENTER
111 W SAINT JOHN SUITE 333SAN JOSECA95113PUBLIC CHARITYOPERATING EXPENSES$10,000
DOCTORS WITHOUT BORDERS
PO BOX 5050HAGERSTOWNMD21741PUBLIC CHARITYOPERATING EXPENSES$8,000
SIERRA CLUB FOUNDATION
2101 WEBSTEROAKLANDCA94612PUBLIC CHARITYOPERATING EXPENSES$8,000
HEBREW UNION COLLEGE
3077 UNIVERSITY AVELOS ANGELESCA90007PUBLIC CHARITYOPERATING EXPENSES$7,500
ROCKING THE BOAT
812 EDGEWATER ROADBRONXNY10474PUBLIC CHARITYOPERATING EXPENSES$7,500
92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128PUBLIC CHARITYOPERATING EXPENSES$7,500
HOUSTON FOOD BANK
535 PORTWALL STHOUSTONTX77029PUBLIC CHARITYOPERATING EXPENSES$7,500
WHITE PLAINS HOSPITAL
41 EAST POST RDWHITE PLAINSNY10601PUBLIC CHARITYOPERATING EXPENSES$7,500
STONE BARNS CENTER FOR FOOD & AGRICULTURE
630 BEDFORD ROADTARRYTOWNNY10591PUBLIC CHARITYOPERATING EXPENSES$7,500
THE OSBORN FOUNDATION
101 THEALL ROADRYENY10580PUBLIC CHARITYOPERATING EXPENSES$7,000
HAILEY'S HOPE FOUNDATION
PO BOX 32GOSHENNY10924PUBLIC CHARITYOPERATING EXPENSES$5,500
LA FAMILY HOUSING
7843 LANKERSHIM BLVDNORTH HOLLYWOODCA91605PUBLIC CHARITYOPERATING EXPENSES$5,000
BAGADUCE LENDING LIBRARY
5 MUSIC LIBRARY LANEBLUE HILLME04614PUBLIC CHARITYOPERATING EXPENSES$5,000
MOSTLY MODERN PROJECTS
400 W 43RD STREET 39SNEW YORKNY10036PUBLIC CHARITYOPERATING EXPENSES$5,000
COMMUNITY SYNAGOGUE
200 FOREST AVERYENY10580PUBLIC CHARITYOPERATING EXPENSES$5,000
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06510PUBLIC CHARITYOPERATING EXPENSES$5,000
BLUE HILL BACH
PO BOX 428BLUE HILLME04614PUBLIC CHARITYOPERATING EXPENSES$5,000
BOWDOIN COLLEGE
255 MAINE STREETBRUNWIDKME04011PUBLIC CHARITYOPERATING EXPENSES$5,000
THE NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY10458PUBLIC CHARITYOPERATING EXPENSES$5,000
ELLSWORTH COMMUNITY MUSIC INSTITUTE
PO BOX 1121ELLSWORTHME14605PUBLIC CHARITYOPERATING EXPENSES$5,000
MARKET STREET MUSIC
1101 N MARKETWILMINGTONDE19801PUBLIC CHARITYOPERATING EXPENSES$5,000
THE BRAID
3435 OCEAN PARK BLVD 107-85SANTA MONICACA90405PUBLIC CHARITYOPERATING EXPENSES$5,000
HOUSTON HILLEL
1700 BISSONNETHOUSTONTX77005PUBLIC CHARITYOPERATING EXPENSES$5,000
BLUE HILL PUBLIC LIBRARY
5 PARKER POINT RDBLUE HILLME14614PUBLIC CHARITYOPERATING EXPENSES$5,000
NONHUMAN RIGHTS PROJECT
5195 RECTOR STREETCORAL GABLESFL33076PUBLIC CHARITYOPERATING EXPENSES$5,000
HUMANITY & INCLUSION
8757 GEORGIA AVE SUITE 420SILVER SPRINGMD20910PUBLIC CHARITYOPERATING EXPENSES$5,000
BORDERLINES FOUNDATION
1577 BEACON STREETBROOKLINEMA02446PUBLIC CHARITYOPERATING EXPENSES$5,000
NATIONAL PARK FOUNDATION
1500 K STREET NW SUITE 700WASHINGTONDC20005PUBLIC CHARITYOPERATING EXPENSES$5,000
ADL
605 THIRD AVENUENEW YORKNY10158PUBLIC CHARITYOPERATING EXPENSES$3,500
READING TO KIDS
1600 SAWTELLE BLVDLOS ANGELESCA90025PUBLIC CHARITYOPERATING EXPENSES$3,000
READING PARTNERS
638 3RD STREETOAKLANDCA94607PUBLIC CHARITYOPERATING EXPENSES$3,000
INTERNATIONAL INSTITUTE OF LOS ANGELES
3845 SELIG PLACELOS ANGELESCA90031PUBLIC CHARITYOPERATING EXPENSES$3,000
LOS ANGELES REGIONAL FOOD BANK
1734 EAST 41ST STREETLOS ANGELESCA90058PUBLIC CHARITYOPERATING EXPENSES$3,000
HEART OF LOS ANGELES
2701 WILSHIRE BLVD 100LOS ANGELESCA90057PUBLIC CHARITYOPERATING EXPENSES$3,000
CHILDREN AT RISK
2900 WESLAYAN ST 400HOUSTONTX77027PUBLIC CHARITYOPERATING EXPENSES$2,500
BRENNAN CENTER FOR JUSTICE
120 BROADWAY 1750NEW YORKNY10271PUBLIC CHARITYOPERATING EXPENSES$2,500
CLUBBED THUMB
440 LAFAYETTE ST 4TH FLNEW YORKNY10003PUBLIC CHARITYOPERATING EXPENSES$2,500
UJA FEDERATION OF NEW YORK
150 E 59TH STREETNEW YORKNY10022PUBLIC CHARITYOPERATING EXPENSES$2,500
HANDS AND HEARTS OF HOPE FOUNDATION
3435 THOUSAND OAKS BLVD 4964THOUSAND OAKSCA91359PUBLIC CHARITYOPERATING EXPENSES$2,500
SOUTH BAY MUSICAL THEATRE STUDIO
PO BOX 700215SAN JOSECA95170PUBLIC CHARITYOPERATING EXPENSES$2,500
STANFORD UNIVERSITY CTR ON PHILANTHROPY & CIVIL SOCIETY
326 GALVEZ STREETSTANFORDCA94305PUBLIC CHARITYOPERATING EXPENSES$2,500
YOUNG STORYTELLERS
923 E 3RD ST 307LOS ANGELESCA90013PUBLIC CHARITYOPERATING EXPENSES$2,500
WESTCHESTER LAND TRUST
403 HARRIS ROADBEDFORD HILLSNY10507PUBLIC CHARITYOPERATING EXPENSES$2,000
ASSOCIATION FOR JEWISH STUDIES
15 W 16TH STNEW YORKNY10011PUBLIC CHARITYOPERATING EXPENSES$2,000
NEW YORK CARES
65 BROADWAYNYNY10006PUBLIC CHARITYOPERATING EXPENSES$2,000
BLUE HILL CONCERT ASSOCIATION
P9O BOX 140BLUE HILLME04614PUBLIC CHARITYOPERATING EXPENSES$2,000
COLUMBIA UNIVERSITY SCHOOL OF BUSINESS
3022 BROADWAYNEW YORKNY10027PUBLIC CHARITYOPERATING EXPENSES$2,000
TO BE HEARD FOUNDATION
295 EAST 8TH ST SUITE 3WNEW YORKNY10009PUBLIC CHARITYOPERATING EXPENSES$2,000
THE WEINGART CENTER
566 SAN PEDRO STLOS ANGELESCA90013PUBLIC CHARITYOPERATING EXPENSES$2,000
ASPETUCK LAND TRUST
PO BOX 444WESTPORTCT06881PUBLIC CHARITYOPERATING EXPENSES$1,500
CHAMBER MUSIC HOUSTON
RICE UNIV PO BOX 1892HOUSTONTX77251PUBLIC CHARITYOPERATING EXPENSES$1,000
TREE OF LIFE
2 SOUTH STREETBLUE HILLME14614PUBLIC CHARITYOPERATING EXPENSES$1,000
STANFORD BAND BARNES ENDOWMENT FUND
PO BOX 20466STANFORDCA94309PUBLIC CHARITYENDOWMENT$500
AMERICAN JEWISH HISTORICAL SOCIETY
15 W 16TH STNEW YORKNY10011PUBLIC CHARITYOPERATING EXPENSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,549,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$616,418ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$5,816ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,182,571ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,804,927ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,804,927TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,882Amt
Net Investment Income$10,441NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,441DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondML #2322 - BONDSBondNm
EOY Book Value$1,920,207EOYBookValueAmt
EOYFMV$1,928,470EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ML #2322 - STOCKS$9,857,399$15,318,617
ML #2322 - MUTUAL FUNDS$11,007,921$13,912,132
ML #2320 - MUTUAL FUNDS$3$6,628

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$4,606,023USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$4,628,725USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$1,121$1,121$0
INSURANCE$6,019$3,010$3,009
OFFICE EXPENSES$5,390$539$4,851

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
STOCK LITIGATION SETTLEMENT$603$603$603
PROCEEDS FROM CLASS ACTION ZIMMER BIOMET HOLDINGS$216$216$216
GLB CASH TENDER$1,110$1,110$1,110
SERMTN CASH TENDER$3,840$3,840$3,840
OTHER INVESTMENT INCOME$47$47$47

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$219,694Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$116,349$116,349$0
PAYROLL FEES$704$70$634

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$19,537$0$0
FILING FEE$101$0$0
FOREIGN TAX$4,911$4,911$0

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