PLATT FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349101730
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T14:28:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | 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 | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2022-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | PLATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,168,285 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,450,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,299 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,257 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,315 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,971 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $136 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $508,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $491,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,981 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,571 | CashBOYAmt |
| Cash EOY | $12,950 | CashEOYAmt |
| Cash EOYFMV | $12,950 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,511 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,405,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,093,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,093,824 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,424,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,168,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,168,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,424,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,168,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,424,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,168,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,424,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,168,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,424,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $122,451 | OtherIncreasesAmt |
| Subtotal | $1,168,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,168,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,450,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,331,201 | CostOrOtherBasisAmt |
| Gain Or Loss | $119,299 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $119,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,299 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $842 | OverpaymentAmt |
| Applied To ES Tax | $842 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,355,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,473,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,473,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,109 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,451,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,238 | TotalTaxAmt |
| Distributable Before Adj | $70,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $491,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $491,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $474,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $600,671 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $465,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $480,005 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,108,348 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,129,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $491,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $421,472 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,551,029 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $474,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,076,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $600,671 | ExcessFromYear4Amt |
| Excess From Year3 | $465,722 | ExcessFromYear3Amt |
| Excess From Year2 | $480,005 | ExcessFromYear2Amt |
| Excess From Year1 | $1,108,348 | ExcessFromYear1Amt |
| Excess From Current Year | $421,472 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MCC THEATER | |||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $200,000 |
| NYU SCHOOL OF LAW | |||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $200,000 |
| JQ INTERNATIONAL | |||||||
| 801 LARRABEE ST UNIT 10 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL SUPPORT | $28,000 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 91891 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $9,000 |
| ROSIES THEATER KIDS INC | |||||||
| 445 W 45TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $9,000 |
| THE ADDERLEY FOUNDATION | |||||||
| PO BOX 1676 | PACIFIC PALISADES | CA | 90272 | NONE | PC | GENERAL SUPPORT | $9,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL SUPPORT | $8,000 |
| TEEN CANCER AMERICA | |||||||
| 11845 W OLYMPIC BLVD STE 775W | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL SUPPORT | $8,000 |
| CAMP RAMAH | |||||||
| 17525 VENTURA BOULEVARD SUITE 310 | ENCINO | CA | 91316 | NONE | PC | GENERAL SUPPORT | $6,000 |
| UNITED IN HARMONY CAMP HARMONY | |||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | NONE | PC | GENERAL SUPPORT | $4,000 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DRIVE | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BEND THE ARC | |||||||
| 330 7TH AVENUE SUITE 1902 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $3,000 |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,047 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,295 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $1,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,825 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (79 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKAMAI TECHNOLOGIES INC (AKAM) | $9,012 | $9,012 |
| ASBURY AUTOMOTIVE GROUP INC (ABG | $8,118 | $8,118 |
| AZENTA INC (AZTA | $7,527 | $7,527 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) | $8,055 | $8,055 |
| BURLINGTON STORES INC (BURL) | $9,037 | $9,037 |
| CHARLES RIVER LABS INTL INC (CRL) | $8,289 | $8,289 |
| CHURCH & DWIGHT CO INC (CHD) | $9,430 | $9,430 |
| CIENA CORP NEW (CIEN) | $10,391 | $10,391 |
| CINTAS CORP (CTAS) | $8,420 | $8,420 |
| COOPER CO INC NEW (COO) | $8,798 | $8,798 |
| COPART INC (CPRTI) | $8,188 | $8,188 |
| DIODES INC (DIOD) | $8,236 | $8,236 |
| ENTEGRIS INC (ENTG) | $7,622 | $7,622 |
| ETSY INC COM (ETSY) | $7,444 | $7,444 |
| FIRST REPUBLIC BANK (FRC) | $7,847 | $7,847 |
| FLOOR & DCOR HLDGS INC CL-A (FND) | $8,321 | $8,321 |
| GENERAC HLDGS INC COM (GNRC) | $6,687 | $6,687 |
| HORIZON THERAPEUTICS PUB LTD (HZNP) | $8,190 | $8,190 |
| HUNTIGTON INGALLS INDUSTRIES (HUNT) | $8,403 | $8,403 |
| IDEX CORPORATION DELAWARE (IEX) | $8,508 | $8,508 |
| KEYSIGHT TECHNOLOGIES INC (KEYS) | $9,293 | $9,293 |
| MASCO CORP (MAS) | $8,988 | $8,988 |
| MC CORMICK AND CO NON VOTING (MKC) | $10,047 | $10,047 |
| METTLER TOLEDO INTL (MTD) | $15,275 | $15,275 |
| MONOLITHIC PWR SYSTEMS INC (MPWR) | $7,400 | $7,400 |
| NEUROCRINE BIOSCIENCES INC (NBIX) | $7,750 | $7,750 |
| PAYCOM SOFTWARE INC (PAYC) | $7,058 | $7,058 |
| POOL CORP (POOL) | $8,490 | $8,490 |
| QUALYS INC COM (QLYS) | $8,096 | $8,096 |
| RAYMOND JAMES FINCL INC (RJF) | $8,233 | $8,233 |
| RESMED INC (RMD) | $8,856 | $8,856 |
| SKYWORKS SOLUTIONS INC (SWKS) | $8,222 | $8,222 |
| SPS COMMERCE INC (SPSC) | $8,541 | $8,541 |
| STERIS PLC (STE) | $8,763 | $8,763 |
| SUN COMMUNITIES | $9,239 | $9,239 |
| TAKE TWO INTERACTIVE SOFTWARE (TTWO) | $8,175 | $8,175 |
| TELEDYNE TECH INC (TDY) | $8,301 | $8,301 |
| WEST PHARMACEUTICAL SVCS INC (WST) | $9,380 | $9,380 |
| WILLIAMS SONOMA (WSM) | $6,934 | $6,934 |
| ZEBRA TECH CL-A (ZBRA) | $8,333 | $8,333 |
| AIR PROD & CHEM INC (APD) | $13,083 | $13,083 |
| ALTRIA GROUP INC (MO) | $8,246 | $8,246 |
| APPLE INC (AAPL) | $22,551 | $22,551 |
| BERKSHIRE HATHAWAY CL-B NEW (BRKB) | $14,053 | $14,053 |
| BLACKROCK INC (BLK) | $17,396 | $17,396 |
| CHEVRON CORP (CVX) | $9,505 | $9,505 |
| CINCINNATI FINANCIAL OHIO (CINF) | $7,633 | $7,633 |
| CISCO SYS INC (CSCO) | $12,357 | $12,357 |
| COMCAST CORP (NEW) CLASS A (CMCSA) | $8,606 | $8,606 |
| CROWN CASTLE INTL CORP (CCI) | $15,864 | $15,864 |
| DIAGEO PLC SPON ADR NEW (DEO) | $13,869 | $13,869 |
| DOMINION ENERGY INC (D) | $12,177 | $12,177 |
| FASTENAL CO (FAST) | $10,890 | $10,890 |
| FRANKLIN RESOURCES INC (BEN) | $5,425 | $5,425 |
| INTEL CORP (INTC) | $8,395 | $8,395 |
| JOHNSON & JOHNSON (JNJ) | $14,370 | $14,370 |
| LOWES COMPANIES INC (LOW) | $20,420 | $20,420 |
| MERCK & CO INC NEW COM (MRK) | $8,890 | $8,890 |
| MICROSOFT CORP (MSFT) | $13,789 | $13,789 |
| NESTLE SPON ADR REP REG SHR (NSRGY) | $9,124 | $9,124 |
| NINTENDO CO LTD ADR NEW (NTDOY) | $7,121 | $7,121 |
| NORFOLK SOUTHERN CORP (NSC) | $15,183 | $15,183 |
| PAYCHEX INC (PAYX) | $11,876 | $11,876 |
| PFIZER INC (PFE) | $13,582 | $13,582 |
| PHILIP MORRIS INTL INC (PM) | $7,410 | $7,410 |
| PROGRESSIVE CORP OHIO (PGR) | $10,984 | $10,984 |
| TARGET CORPORATION (TGT) | $13,655 | $13,655 |
| TEXAS INSTRUMENTS (TXN) | $16,585 | $16,585 |
| UNITED PARCEL SER INC CL-B (UPS) | $14,575 | $14,575 |
| VERIZON COMMUNICATIONS (VZ) | $7,898 | $7,898 |
| BCS 11.25% CONTINGENT AUTOCALL WYNN (SQEUM) | $36,400 | $36,400 |
| BCS 11.25% CONTINGENT AUTOCALL VIAC (SQEUA) | $41,900 | $41,900 |
| CS AUTO-CALLABLE TRIGGER JUMP UBS (SQEOZ) | $53,200 | $53,200 |
| CS TRIGGER JUMP KHC (SQFEW) | $44,400 | $44,400 |
| GS 10% CONTINGENT AUTOCALL LYB (SQEVQ) | $43,395 | $43,395 |
| GS 8.75% CONTINGENT AUTOCALL C (SQEOI) | $44,300 | $44,300 |
| HSBC 10% CONTINGENT AUTOCALL UBER (SQFMG) | $47,550 | $47,550 |
| JPM 8% CONTINGENT AUTOCALL PYPL (SQFGG) | $25,270 | $25,270 |
| UBS 8% CONTINGENT AUTOCALL DIS (SQGAI) | $50,000 | $50,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $122,451 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $10,315 | Amt |
| Net Investment Income | $10,315 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $20 | $0 | $0 |
| FOREIGN TAX | $0 | $136 | $0 |
| FEDARAL TAX | $4,901 | $0 | $0 |
| STATE TAX | $50 | $0 | $0 |
Comments