ALPERT & ALPERT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALPERT & ALPERT FOUNDATION (EIN 23-7388729)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202243199349108009
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T15:33:01-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3011 TOWNSGATE ROAD SUITE 400 | AddressLine1Txt |
| City | WESTLAKE VILLAGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237388729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT & ALPERT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOTT KELRICK | InCareOfNm |
| Business Name Control | ALPE | BusinessNameControlTxt |
| Phone | 3232654040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 S SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ALPERT | PersonNm |
| Person Title | CEO/DIRECTOR | PersonTitleTxt |
| Phone | 3232654040 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | ALPERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephanie Wilkinson | PreparerPersonNm |
| PTIN | P01231617 | PTIN |
| Phone | 8053748555 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $11,211,526 | 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 | $750,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $317,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,448,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $366,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,332,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650,663 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $13,752 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,876 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,876 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,819 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,495 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $98,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $675,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $675,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $774,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $682,576 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $558,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $572,420 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $346,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $620,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $620,535 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,467,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,340,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,795,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,766,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,176,362 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,795,041 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,579,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,137,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,211,526 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,579,558 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,137,765 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,579,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,137,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,579,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,137,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,579,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $558,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,137,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,137,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $364,703 | $369,793 | -$5,090 | -$5,090 | ||
| PUBLICLY TRADED SECURITIES | P | $991,355 | $712,463 | $278,892 | $278,892 | ||
| I SHARES GOLD TR | P | $64,050 | $96 | $63,954 | $63,954 | 2020-04-02 | |
| I SHARES GOLD TR | P | $39 | $35 | $4 | $4 | 2020-04-02 | 2021-12-31 |
| CAPITAL GAIN DIVIDENDS | P | $28,596 | |||||
| CAPITAL GAIN DIVIDENDS | P | $28,596 | |||||
| CAPITAL GAIN DIVIDENDS | P | $28,596 | |||||
| CAPITAL GAIN DIVIDENDS | P | $28,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $366,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,957 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,957 | SubtotalAmt |
| Tax Based On Investment Income | $7,957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $12,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,543 | OverpaymentAmt |
| Applied To ES Tax | $4,543 | 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 | SCOTT KELRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3232654040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 SOUTH SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | CEO/DIRECTOR | 0.0 | $0 | $0 | $0 |
| HOWARD FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | CHAIRMAN OF THE BOARD/SEC/CFO | 0.0 | $0 | $0 | $0 |
| TERI ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| NANCY ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| ROCHELLE FARBER COHEN | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| NADINE FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | DIRECTOR | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNION BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 S FIGUEROA ST 2ND FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. MANAGEMENT | ServiceTypeTxt |
| Compensation | $68,860 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,980,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,585,626 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,585,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,396,842 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $619,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $619,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,957 | TotalTaxAmt |
| Distributable Before Adj | $611,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $611,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $611,885 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $682,576 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $682,576 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $611,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $39,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $369,432 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,283 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,293 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $221,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $968,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $682,576 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $611,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,039,662 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,000,362 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $369,432 | ExcessFromYear4Amt |
| Excess From Year3 | $199,283 | ExcessFromYear3Amt |
| Excess From Year2 | $139,293 | ExcessFromYear2Amt |
| Excess From Year1 | $221,663 | ExcessFromYear1Amt |
| Excess From Current Year | $70,691 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Place Called Home | ||||||||
| 5670 Wilshire Blvd Suite 1590 | LOS ANGELES | CA | 90036 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Trustees Of Boston University | ||||||||
| 330 S Campus Ave | Oxford | OH | 45056 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Adat Ari El | ||||||||
| 12020 Burbank Blvd | Valley Village | CA | 91607 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Alliance College-Ready Public Schools | ||||||||
| 601 S Figueroa Street Floor 4 | LOS ANGELES | CA | 90017 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Beit T'Shuvah | ||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | N/A | PC | GENERAL SUPPORT | $5,600 | |
| Anti-Defamation League | ||||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ArtTable Inc | ||||||||
| 1 E 53rd Street 5th Floor | New York | NY | 10022 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Beauty Bus Foundation | ||||||||
| 2716 Ocean Park Boulevard Suite 10 | Santa Monica | CA | 90405 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Boston University Wheelock School of Education | ||||||||
| 595 Commonwealth Avenue Suite 700 | Boston | MA | 02215 | N/A | PC | GENERAL SUPPORT | $2,000 | West Entrance |
| Camp Ramah of California | ||||||||
| 17525 Ventura Blvd Suite 201 | Encino | CA | 91316 | N/A | PC | GENERAL SUPPORT | $24,000 | |
| The California Conference For Equality And Justice | ||||||||
| 3711 Long Beach Blvd Suite 1017 | Long Beach | CA | 90807 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Charitable Ventures | ||||||||
| 23052-H Alicia Parkway | Mission Viejo | CA | 92692 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| Chase Foundation | ||||||||
| 23920 Linden Terrace | Calabasas | CA | 91302 | N/A | PC | GENERAL SUPPORT | $1,600 | |
| Concern Foundation | ||||||||
| 11111 W Olympic Blvd Suite 214 | Los Angeles | CA | 90064 | N/A | PC | GENERAL SUPPORT | $14,000 | |
| BUREAU OF JEWISH EDUCATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| THE CHILDREN'S LIFESAVING FOUNDATION | ||||||||
| 1112 MONTANA AVE | SANTA MONICA | CA | 90403 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| De Toledo High School | ||||||||
| 22622 Vanowen Street | West Hills | CA | 91307 | N/A | PC | GENERAL SUPPORT | $36,800 | |
| CITY OF CARSON | ||||||||
| PO BOX 6234 | CARSON | CA | 90749 | N/A | GOV | GENERAL SUPPORT | $5,000 | |
| El Caballero Foundation | ||||||||
| 18300 Tarzana Drive | Tarzana | CA | 91356 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GOOD SAMARITAN HOSPICE INC | ||||||||
| 2408 ELECTRIC ROAD SW | ROANOKE | VA | 24018 | N/A | PC | GENERAL SUPPORT | $500 | |
| JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LA | ||||||||
| 11150 OLYMPIC BLVD NO 900 | Los Angeles | CA | 90064 | N/A | PC | GENERAL SUPPORT | $1,800 | |
| JEWISH CREATIVITY INTERNATIONAL | ||||||||
| 1150 SOUTH OLIVE STREET NO 1800 | LOS ANGELES | CA | 90015 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1070 COLLEGE AVENUE | COLUMBUS | OH | 43209 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Abraham Joshua Heschel Day School | ||||||||
| 17701 Devonshire Street | Northridge | CA | 91325 | N/A | PC | GENERAL SUPPPORT | $8,600 | |
| Hillel 818 | ||||||||
| 17729 Plummer Street | Northridge | CA | 91325 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MILKEN COMMUNITY SCHOOLS | ||||||||
| 15800 ZELDINS WAY | Los Angeles | CA | 90049 | N/A | PC | GENERAL SUPPORT | $1,800 | |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | ||||||||
| 701 POYDRAS ST STE 3600 | NEW ORLEANS | LA | 70139 | N/A | PC | GENERAL SUPPORT | $1,800 | |
| International Medical Corps | ||||||||
| 1919 Santa Monica Blvd Suite 300 | Santa Monica | CA | 90404 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Jewish Community Federation & Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | N/A | PC | GENERAL SUPPORT | $125,000 | |
| Jewish Family Service of Los Angeles | ||||||||
| 330 N Fairfax Avenue | Los Angeles | CA | 90036 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Jewish Federation Council Of Greater Los Angeles | ||||||||
| 6505 Wilshire Blvd Suite 100 | Los Angeles | CA | 90048 | N/A | PC | GENERAL SUPPORT | $101,800 | |
| Jewish Federation of Orange County | ||||||||
| PO Box 841305 | Los Angeles | CA | 90084 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| Jewish Vocational & Career Counseling Service | ||||||||
| 6505 Wilshire Blvd Suite 200 | Los Angeles | CA | 90048 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Jewish Women's Archive | ||||||||
| One Harvard Street | Brookline | MA | 02445 | N/A | PC | GENERAL SUPPORT | $3,600 | |
| Jewish World Watch | ||||||||
| 5551 Balboa Blvd | Encino | CA | 91316 | N/A | PC | GENERAL SUPPORT | $2,200 | |
| Keshet Inc | ||||||||
| 284 Amory Street | Boston | MA | 02130 | N/A | PC | GENERAL SUPPORT | $3,600 | |
| LA Family Housing | ||||||||
| 7843 Lankershim Blvd | North Hollywood | CA | 91605 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Jewish Jumpstart | ||||||||
| 2801 Ocean Park Blvd | Santa Monica | CA | 90405 | N/A | PC | LA JEWISH FILM FESTIVAL | $1,000 | |
| National September 11 Memorial And Museum | ||||||||
| 200 LIBERTY STREET 16TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Library Foundation Of Los Angeles | ||||||||
| 630 W Fifth Street | Los Angeles | CA | 90071 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAM STREET SUITE 10 FL | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| Lung Cancer Foundation of America | ||||||||
| 15 S Franklin Street | New Ulm | MN | 57073 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Moving Traditions | ||||||||
| 780 Stephen Road | Warminster | PA | 18974 | N/A | PC | GENERAL SUPPORT | $3,600 | |
| National Multiple Sclerosis Society | ||||||||
| 5150 W Goldleaf Circle Suite 400 | Los Angeles | CA | 90056 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| National Rosacea Society | ||||||||
| 196 James Street | Barrington | IL | 60010 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD ORANGE & SAN BERNARDINO COUNTIE | ||||||||
| 801 E KATELLA AVE | ANAHEIM | CA | 92805 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| Valley Beth Shalom | ||||||||
| 15739 Ventura Blvd | Encino | CA | 91436 | N/A | PC | Our Space Los Angeles | $2,500 | |
| Pacific Council on International Policy | ||||||||
| 725 S Figueroa Street Suite 450 | Los Angeles | CA | 90017 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Piece by Piece | ||||||||
| 1317 E 7th Street | Los Angeles | CA | 90021 | N/A | PC | GENERAL SUPPORT | $32,000 | |
| Planned Parenthood Los Angeles | ||||||||
| PO Box 740528 | Los Angeles | CA | 90074 | N/A | PC | GENERAL SUPPORT | $9,500 | |
| THEODORE ROOSEVELT SENIOR HIGH SCHOOL | ||||||||
| 456 S MATHEWS ST | LOS ANGELES | CA | 90033 | N/A | GOV | GENERAL SUPPORT | $5,000 | |
| Rett Syndrome Research Trust | ||||||||
| 67 Under Cliff Road | Trumbull | CT | 06611 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| University Of Southern California | ||||||||
| 3607 TROUSDALE PARKWAY TCC 305 | Los Angeles | CA | 90089 | N/A | PC | USC ALUMNI ASSOCIATION | $2,600 | |
| Skirball Cultural Center | ||||||||
| 2701 N Sepulveda Blvd | Los Angeles | CA | 90049 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| VOLUNTEER COLLECTIVE | ||||||||
| 2314 SOUTH COCHRAN AVENUE | LOS ANGELES | CA | 90016 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Southern Poverty Law Center | ||||||||
| 400 Washington Avenue PO Box 563 | Montgomery | AL | 36103 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| Jewish Family Service Of Los Angeles | ||||||||
| 3580 Wilshire Blvd Suite 700 | Los Angeles | CA | 90010 | N/A | PC | SOVA Food Pantry | $2,700 | |
| Spca International | ||||||||
| PO Box 8682 | New York | NY | 10001 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| World Central Kitchen Inc | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| Stanford University | ||||||||
| 326 Galvez Street | Stanford | CA | 94305 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| The Good People Fund | ||||||||
| 384 Wyoming Avenue | Milburn | NJ | 07041 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| Jewish Federation Council Of Greater Los Angeles | ||||||||
| 6505 Wilshire Blvd Suite 100 | Los Angeles | CA | 90048 | N/A | PC | Tour de Summer Camp | $1,000 | |
| Jewish Federation Council Of Greater Los Angeles | ||||||||
| 6505 Wilshire Blvd Suite 100 | Los Angeles | CA | 90048 | N/A | PC | Ukraine Relief Fund | $30,000 | |
| Performing Arts Center Of Los Angeles County | ||||||||
| 135 North Grand Avenue | Los Angeles | CA | 90012 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| United States Association For Unhcr | ||||||||
| PO Box 97114 | Washington | DC | 20077 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| University Of Southern California | ||||||||
| 1150 S Olive Street 2100 Mail Co | Los Angeles | CA | 90086 | N/A | PC | Rossier School of Education | $2,000 | |
| Valley Beth Shalom | ||||||||
| 15739 Ventura Blvd | Encino | CA | 91436 | N/A | PC | GENERAL SUPPORT | $57,200 | |
| Venice Family Clinic | ||||||||
| 604 Rose Avenue | Venice | CA | 90291 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Visionary Women | ||||||||
| 9663 Santa Monica Blvd Suite 851 | Beverly Hills | CA | 90210 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| World Wildlife Fund | ||||||||
| 1250 Twenty-Fourth Street NW PO | Washington | DC | 20090 | N/A | PC | GENERAL SUPPORT | $1,200 | |
| Feeding America | ||||||||
| PO Box 96749 | Washington | DC | 20077 | N/A | PC | GENERAL SUPPORT | $2,700 | |
| University Of Southern California | ||||||||
| 1149 S Hill Street Suite H575 Ma | Los Angeles | CA | 90089 | N/A | PC | Suzanne Dworack-Peck School of Social Work Off Campus | $2,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUEROA STREET SUITE 400 | LOS ANGELES | CA | 90012 | N/A | PC | THE SAM INITIATIVE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $675,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $317,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $582,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,639 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Vista Metals Corp | ||||||
| 1 | 13425 WHITTRAM AVE | FONTANA | CA | 92335 | $376,500 | Yes (X) |
| VMC Specialty Alloys LLC | ||||||
| 2 | 800 MARTIN LUTHER KING DR | ADAIRSVILLE | GA | 30103 | $373,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,752 | Amt |
| Net Investment Income | $6,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,876 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UNION BANK - SEE STATEMENT ATT | BondNm |
| EOY Book Value | $4,176,362 | EOYBookValueAmt |
| EOYFMV | $3,795,041 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNION BANK - SEE STATEMENT ATT | StockNm |
| EOY Book Value | $5,340,868 | EOYBookValueAmt |
| EOYFMV | $6,795,950 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $68,860 | Amt |
| Net Investment Income | $68,819 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $0 | $2,495 |
| EXCISE TAXES | $16,120 |
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