THE HELD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE HELD FOUNDATION (EIN 95-4016569)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202203129349101525
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T10:36:20-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651210974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | 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 | 954016569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELD | BusinessNameControlTxt |
| Phone | 3103002200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BORDY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | BORDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Moshe Y Graber | PreparerPersonNm |
| PTIN | P00653955 | PTIN |
| Phone | 3105521600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $8,514,662 | 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 | $553,703 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $796 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $796 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,969 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $435,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,978,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $743,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,882 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $77,882 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,215,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $968,685 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $73,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,582 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,434 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,352 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,352 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $74,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $145,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,032,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $931,751 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,596 | CashBOYAmt |
| Cash EOY | $59,520 | CashEOYAmt |
| Cash EOYFMV | $59,520 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $723,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $839,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $839,591 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,096,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,002,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,610,804 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,873 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,747 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,747 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,864,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,905,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,514,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,864,924 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,905,930 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,864,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,905,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,864,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,905,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,864,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,032,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,295 | OtherIncreasesAmt |
| Subtotal | $6,905,930 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,905,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #02452 | P | 2016-05-13 | 2021-09-15 | $100,000 | $90,450 | $9,550 | $9,550 |
| MERRILL LYNCH #02452 | D | 2013-07-24 | 2021-01-27 | $199,493 | $55,289 | $144,204 | $144,204 |
| MERRILL LYNCH #02452 | D | 2010-04-08 | 2021-02-24 | $251,884 | $22,032 | $229,852 | $229,852 |
| MERRILL LYNCH #02453 | P | 2021-01-01 | 2021-12-31 | $401,615 | $374,701 | $26,914 | $26,914 |
| MERRILL LYNCH #02453 | P | 2021-01-01 | 2021-12-31 | $616,112 | $565,225 | $50,887 | $50,887 |
| MERRILL LYNCH #02454 | P | 2021-01-01 | 2021-12-31 | $237,186 | $234,226 | $2,960 | $2,960 |
| MERRILL LYNCH #02454 | P | 2021-01-01 | 2021-12-31 | $218,106 | $169,997 | $48,109 | $48,109 |
| MERRILL LYNCH #02455 | D | 2018-04-27 | 2021-08-04 | $203,862 | $72,471 | $131,391 | $131,391 |
| MERRILL LYNCH #02455 | P | 2021-01-01 | 2021-12-31 | $72,238 | $46,992 | $25,246 | $25,246 |
| MERRILL LYNCH #02649 | P | 2021-01-01 | 2021-12-31 | $232,179 | $228,341 | $3,838 | $3,838 |
| MERRILL LYNCH #02649 | D | 2020-01-01 | 2021-01-28 | $46,204 | $35,721 | $10,483 | $10,483 |
| MERRILL LYNCH #02649 | D | 2020-01-01 | 2021-01-28 | $9,714 | $9,766 | -$52 | -$52 |
| MERRILL LYNCH #02649 | P | 2021-01-01 | 2021-12-31 | $147,182 | $106,945 | $40,237 | $40,237 |
| MERRILL LYNCH #02914 | P | 2021-01-01 | 2021-12-31 | $120,896 | $122,661 | -$1,765 | -$1,765 |
| MERRILL LYNCH #02914 | P | 2021-01-01 | 2021-12-31 | $122,023 | $96,303 | $25,720 | $25,720 |
| PUBLICLY TRADED SECURITIES-basis adjustm | P | 2021-01-01 | 2021-12-31 | $4,536 | -$4,536 | -$4,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $743,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,951 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,951 | SubtotalAmt |
| Tax Based On Investment Income | $12,951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,944 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,944 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,993 | OverpaymentAmt |
| Applied To ES Tax | $14,993 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA BORDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103002200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MELISSA BORDY | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 1.00 | $0 |
| ROBERT HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| JOSEPH HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,458,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $778,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,237,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,237,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,128,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,951 | TotalTaxAmt |
| Distributable Before Adj | $343,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $343,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $343,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $145,434 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $145,434 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $343,495 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $220,891 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,114 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,348 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,383 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $600,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $145,434 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,434 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $198,061 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $198,061 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $402,530 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $379,700 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,855 | ExcessFromYear4Amt |
| Excess From Year3 | $83,114 | ExcessFromYear3Amt |
| Excess From Year2 | $117,348 | ExcessFromYear2Amt |
| Excess From Year1 | $151,383 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELISSA BORDY | ContributingManagerNm |
| Contributing Manager | ROBERT HELD | ContributingManagerNm |
| Contributing Manager | JOSEPH HELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | N/A | PC | PUBLIC CHARITY | $500 |
| The Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | N/A | PC | PUBLIC CHARITY | $1,000 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DRIVE | BEL AIR | CA | 90077 | N/A | PC | PUBLIC CHARITY | $28,000 |
| CEDAR SINAI BOARD OF GOV | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $1,500 |
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | PUBLIC CHARITY | $25,000 |
| TEAM RUBICON | |||||||
| 6171 W CENTURY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | N/A | PC | PUBLIC CHARITY | $2,000 |
| Bounce Children's Foundation | |||||||
| 255 Birchwood Ave | Deerfield | IL | 60015 | N/A | PC | PUBLIC CHARITY | $1,000 |
| CITY OF HOPE | |||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | N/A | PC | PUBLIC CHARITY | $20,000 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 177 NORTH AVENUE NW | ATLANTA | GA | 30332 | N/A | PC | PUBLIC CHARITY | $3,500 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGLES VISTA BLVD | LOS ANGELES | CA | 90043 | N/A | PC | PUBLIC CHARITY | $10,000 |
| THE GUARDIANS OF THE LA JEWISH HOME | |||||||
| 10780 SANTA MONIDA BLVD | LOS ANGELES | CA | 90025 | N/A | PC | PUBLIC CHARITY | $1,000 |
| WOMEN VOICES NOW | |||||||
| 46-E PENINSULA CENTER | ROLLING HILLS | CA | 90274 | N/A | PC | PUBLIC CHARITY | $1,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $2,000 |
| SAFE PARKING LA | |||||||
| 961 S MARIPOSA STREET | LOS ANGELES | CA | 90006 | N/A | PC | PUBLIC CHARITY | $1,000 |
| SAFE PLACE FOR YOUTH | |||||||
| 340 SUNSET AVE | VENICE | CA | 90291 | N/A | PC | PUBLIC CHARITY | $1,000 |
| SCHOLAR MATCH | |||||||
| 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | PUBLIC CHARITY | $2,000 |
| BEVERLY HILLS THEATRE GUILD | |||||||
| PO BOX 148 | BEVERLY HILLS | CA | 90213 | N/A | PC | PUBLIC CHARITY | $1,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD 401 | BEVERLY HILLS | CA | 90211 | N/A | PC | PUBLIC CHARITY | $3,500 |
| WRITE GIRL | |||||||
| 1330 FACTORY PL UNIT F104 | LOS ANGELES | CA | 90013 | N/A | PC | PUBLIC CHARITY | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $796 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,969 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $435,766 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $661,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $661,413 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TENU INVESTMENTS LLC | ||||||
| 1 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $273,703 | Yes (X) |
| TENU INVESTMENTS LLC | ||||||
| 2 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $280,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $273,703 | 2021-08-02 |
| 2 | SECURITIES | $280,000 | 2021-12-15 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERSHIP | AT COST | $439,267 | $439,267 |
| MERRILL LYNCH - A/C 02452 | AT COST | $1,936,811 | $2,936,193 |
| MERRILL LYNCH - A/C 02453 | AT COST | $927,176 | $945,321 |
| MERRILL LYNCH - A/C 02454 | AT COST | $557,081 | $706,224 |
| MERRILL LYNCH - A/C 02455 | AT COST | $650,918 | $677,997 |
| MERRILL LYNCH - A/C 02649 | AT COST | $491,756 | $659,936 |
| MERRILL LYNCH - A/C 02914 | AT COST | $481,899 | $659,489 |
| FIDELITY - A/C 1482 | AT COST | $517,164 | $586,377 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $38,873 | BOYBookValueAmt |
| EOY Book Value | $4,747 | EOYBookValueAmt |
| EOYFMV | $4,747 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $77,882 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $77,882 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $8,295 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $4,868 | $2,434 | $0 | $2,434 |
| CONSULTING | $35,000 | $0 | $0 | $35,000 |
| INVESTMENT MANAGEMENT FEES | $33,148 | $33,148 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,352 | Amt |
| Net Investment Income | $1,352 | NetInvestmentIncomeAmt |