FURP.ORG / PUBLIC DATA EXPLORER

THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202223149349103207
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T19:25:08-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261322930PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESSOLO & HAWORTH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115060 VENTURA BLVD SUITE 240AddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954129953EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RASKIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRASKBusinessNameControlTxt
Phone8184155359PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13355 RIDGECREST DRIVEAddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY RASKINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8184155359PhoneNum
Signature2022-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastRASKINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN J BESSOLO IIIPreparerPersonNm
PTINP00281882PTIN
Phone8184936650PhoneNum
Preparation2022-10-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$592,712FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$9,660DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,660DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$206,727GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,219TotalRevAndExpnssAmt
Total Net Invst Incm$77,219TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,125AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,625OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,625OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$465TaxesRevAndExpnssAmt
Taxes Net Invst Incm$40TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$127OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,467TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,790TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,217TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,790TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,002ExcessRevenueOverExpensesAmt
Net Investment Income$69,429NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,793CashBOYAmt
Cash EOY$12,742CashEOYAmt
Cash EOYFMV$12,742CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,496SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,452SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,452SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$430,676CorporateStockBOYAmt
Corporate Stock EOY$476,300CorporateStockEOYAmt
Corporate Stock EOYFMV$576,518CorporateStockEOYFMVAmt
Total Assets BOY$446,965TotalAssetsBOYAmt
Total Assets EOY$492,494TotalAssetsEOYAmt
Total Assets EOYFMV$592,712TotalAssetsEOYFMVAmt
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$446,965RetainedEarningBOYAmt
Retained Earning EOY$492,494RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$446,965TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$492,494TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,965TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$492,494TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$446,965TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,002ExcessRevenueOverExpensesAmt
Other Increases$1,527OtherIncreasesAmt
Subtotal$492,494SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$492,494TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH2021-03-262021-12-31$37,897$34,526$3,371$3,371
MERRILL LYNCH2019-11-052021-12-31$162,023$99,443$62,580$62,580
MERRILL LYNCH2021-10-142021-12-31$152$164-$12-$12
MERRILL LYNCH2019-11-052021-12-31$5,764$5,035$729$729
CAPITAL GAINS DIVIDENDS$891$891$891P
FieldValueIRS element (for citing)
Capital Gain Net Income$67,559CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$965InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$965SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$965TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,600ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,035OverpaymentAmt
Applied To ES Tax$1,035AppliedToESTaxAmt
Refund$0RefundAmt

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 AddressN/AWebsiteAddressTxt
Individual With BooksGARY RASKINIndividualWithBooksNm
Phone8184155359PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13355 RIDGECREST DRIVEAddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY M RASKIN
3355 RIDGECREST DRIVECARLSBADCA92008PRESIDENT4.00$0$0$0
LAURIE SHUMAN
16121 SANDY LANEENCINOCA91436VICE PRESIDENT1.00$0$0$0
VICTORIA R RASKIN
102 PINECREST DRIVEANNAPOLISMD21403VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$558,447AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,242AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$574,689TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$574,689AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$566,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,303MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,303MinimumInvestmentReturnAmt
Tax Based On Investment Income$965TaxBasedOnInvestmentIncomeAmt
Total Tax$965TotalTaxAmt
Distributable Before Adj$27,338DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,338DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,338DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,875QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,338DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,293ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,293TotalExcessDistributionCyovAmt
Qualifying Distributions$24,875QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,875AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,293ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,293ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,170UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR GARY RASKINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13355 RIDGECREST DRIVEAddressLine1Txt
CityCARLSBADCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92008ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8184155359RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED, AND THE NATURE AND PURPOSE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALL FOR RECOVERY
10 CASTLE GARDEN CTOLNEYMD208321443NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
ART DIVISION
2418 W 6TH STLOS ANGELESCA90057NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
BARNSDALL ART PARK FOUNDATION
PO BOX 291833LOS ANGELESCA90029NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,500
BO'S EFFORT
2511 COXSHIRE LANEDAVIDSONVILLEMD21035NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
BOYS AND GIRLS CLUB - CARLSBAD
2730 BRESSI RANCH WAYCARLSBADCA92009NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$250
BRAVETRAILS
PO BOX 691300LOS ANGELESCA90069NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
C&M FOUNDATION
525 UNIVERSITY AVEPALO ALTOCA94301NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
COLLEGE TRACK
117 BROADWAYOAKLANDCA94607NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
GLASS ROOTS
10 BLEEKER STRETNEWARKNJ07102NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
HOMEBOY INDUSTRIES
130 WEST BRUNO STREETLOS ANGELESCA90012NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREETYARMOUTH PORTMA02675NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$950
JEWISH FREE LOAN ASSOCIATION
5429 LINDLEY AVETARZANACA91356NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$2,000
MUSIC 4 MORE
PO BOX 6136ANNAPOLISMD21401NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
NEW VILLAGE ARTS
2787 STATE STREETCARLSBADCA92008NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$250
NORTH COUNTY FOOD BANK
1445 ENGINEER ST STE 110VISTACA92081NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
OUR HOUSE
21860 BURBANK BLVD NORTH BUILDINGWOODLAND HILLSCA91367NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,500SUITE 195
RAICES
1305 N FLORES STSAN ANTONIOTX78212NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
RYMAN ARTS
1933 S BROADWAY STE 1138LOS ANGELESCA90007NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$750
SCHACK ART CENTER
2921 HOYT AVEEVERETTWA98201NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
SEEDS FOR SUCCESS
PO BOX 4042ANNAPOLISMD21403NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$550
SOUTHERN CALIF COUNSELING CENTER
5615 W PICO BLVDLOS ANGELESCA90019NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
THE BERNIE HOUSE
PO BOX 4622ANNAPOLISMD20884NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
UNITED FRIENDS OF THE CHILDREN
1055 WILSHIRE BLVD 1955LOS ANGELESCA90017NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
VALLEY BETH SHALOM
15739 VENTURA BLVDENCINOCA91436NONESEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,750TotalGrantOrContriPdDurYrAmt
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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,660ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$77,219ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,219TotalIncomeProducingActyAmt

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)
CategoryBESSOLO HAWORTHCategoryTxt
Amt$2,250Amt
Net Investment Income$1,125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,125DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SILENSEED, LTD - 709 SHS$41,875$41,875
MERRILL LYNCH INVESTMENT ACCT$434,425$534,643

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$127RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCES BETWEEN 1099 AND BROKERAGE STATEMENTDesc
Amt$1,527Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$6,625Amt
Net Investment Income$6,625NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$25$0$0$0
FOREIGN TAXES WITHHELD AT SOURCE$40$40$0$0
FEDERAL TAXES$400$0$0$0