ZARABI FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZARABI FAMILY FOUNDATION (EIN 81-4359394)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349109964
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:36:04-06:00 | 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 | 814359394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZARABI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZARA | BusinessNameControlTxt |
| Phone | 8187279100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20120 PLUMMER STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ZARABI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8187279100 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | ZARABI | 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 | P01399668 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2022-11-13 | PreparationDt |
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 | $2,050,776 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,537 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,537 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,656 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,656 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$138,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $361,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$107,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,193 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,166 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $225 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,166 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $322,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,166 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,163 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$447,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,027 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,021,277 | CashBOYAmt |
| Cash EOY | $19,296 | CashEOYAmt |
| Cash EOYFMV | $19,296 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,400,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,076,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,076,736 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $699,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $699,991 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $252,921 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,921 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,832 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,421,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,050,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,050,776 | 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 | $2,421,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,050,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,421,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,050,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,421,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,050,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,421,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$447,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,209 | OtherIncreasesAmt |
| Subtotal | $2,050,776 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,050,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2021-12-31 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $361,167 | GrossSalesPriceAmt |
| Cost Or Other Basis | $499,917 | CostOrOtherBasisAmt |
| Gain Or Loss | -$138,750 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$138,750 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$138,750 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $209 | TaxDueAmt |
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 |
| Individual With Books | NARA ESTPANIAN | IndividualWithBooksNm |
| Phone | 8187279100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20120 PLUMMER STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MORAD ZARABI | ||||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL ZARABI | ||||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT ZARABI | ||||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | DIRECTOR | 1.00 | $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 | $831,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,485,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,318,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,318,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,775 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,283,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $209 | TotalTaxAmt |
| Distributable Before Adj | $113,969 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,969 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,969 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,163 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,163 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $236,730 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $350,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,237 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $760,562 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,163 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,194 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $969,756 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $969,756 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,730 | ExcessFromYear4Amt |
| Excess From Year3 | $350,094 | ExcessFromYear3Amt |
| Excess From Year2 | $126,237 | ExcessFromYear2Amt |
| Excess From Year1 | $47,501 | ExcessFromYear1Amt |
| Excess From Current Year | $209,194 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NESSAH SYNAGOGUE | |||||||
| 142 S REXFORD DR | BEVERLY HILLS | CA | 90212 | PC | GENERAL OPERATING SUPPORT | $84,460 | |
| RD & M KINDNESS | |||||||
| 304 N OAKHURST DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| EFRAT-CRIB | |||||||
| 1274 49TH STREET SUITE 569 | BROOKLYN | NY | 11219 | PC | EDUCATION | $35,000 | |
| CHABAD ON 17TH | |||||||
| 1428 17TH ST | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HA OHR HAMUFAT | |||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | PC | GENERAL OPERATING SUPPORT | $14,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | |||||||
| 750 N SAN VINCENTE BLVD STE 800 | WEST HOLLYWOOD | CA | 90069 | PC | GENERAL OPERATING SUPPORT | $10,500 | WEST |
| HAKHAM YEDIDIA | |||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE HOPE FOUNDATION | |||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 266 |
| IRANIAN AMERICAN JEWISH FEDERATION | |||||||
| 1317 N CRESCENT HEIGHTS BLVD | WEST HOLLYWOOD | CA | 90046 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| OHR SHALOM SYNAGOGUE | |||||||
| 2512 THIRD AVE | SAN DIEGO | CA | 92103 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| CONGREGATION OHEL MOSHE | |||||||
| 8644 W PICO BLVD | LOS ANGELES | CA | 90035 | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| SOUTHERN CALIFORNIA NESSAH EDUCATIONAL AND CULTURAL CENTER | |||||||
| 142 S REXFORD DR | BEVERLY HILLS | CA | 90212 | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MILKEN COMMUNITY SCHOOL | |||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | PC | GENERAL OPERATING SUPPORT | $1,500 | |
| MISHKAN TORAH SYNAGOGUE | |||||||
| 10 RIDGE RD | GREENBELT | MD | 20770 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NETAN ELI HEBREW ACADEMY | |||||||
| 18043 TOPHAM ST | ENCINO | CA | 91316 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| THE CHILDREN'S FUND FOR GLUCOGEN STORAGE DISEASE RESEARCH | |||||||
| 20 SHERWOOD LANE | CHESIRE | CT | 06410 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $322,960 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,537 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$138,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$107,557 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$107,557 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC FXD 052026 VAR 4.7% | $51,875 | $51,875 |
| CHARLES SCHWAB CORP FXD 122030 4% | $50,500 | $50,500 |
| CITIGROUP INC FXD 122025 4% | $50,375 | $50,375 |
| MAIN STREET CAPITAL CORP 7/14/2026 3% | $50,171 | $50,171 |
| SOUTHERN CO FXD 092026 3.75% | $50,000 | $50,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 90 SHARES ACCENTURES PLC | $37,310 | $37,310 |
| 180 SHARES ALIBABA GROUP HLDG LTD | $21,382 | $21,382 |
| 7 SHARES ALPHABET INC CL A | $20,279 | $20,279 |
| 6 SHARES AMAZON COM INC | $20,006 | $20,006 |
| 55 SHARES AMERICAN TOWER CORP | $16,088 | $16,088 |
| 210 SHARES APPLE INC | $37,290 | $37,290 |
| 45 SHARES ATLASSIAN CORP PLC CL A | $17,158 | $17,158 |
| 110 SHARES BERKSHIRE HATHAWAY CL-B | $32,890 | $32,890 |
| 200 SHARES BLACKSTONE INC | $25,878 | $25,878 |
| 205 SHARES EATON CORP PLC | $35,428 | $35,428 |
| 65 SHARES ESTEE LAUDER CO INC CL A | $24,063 | $24,063 |
| 115 SHARES FIRST REPUBLIC BANK | $23,749 | $23,749 |
| 100 SHARES HONEYWELL INTL IN | $20,851 | $20,851 |
| 220 SHARES LVMH HENNESSY LOUIS VUITT | $36,410 | $36,410 |
| 55 SHARES META PLATFORMS INC CL A | $18,499 | $18,499 |
| 115 SHARES MICROSOFT CORP | $38,677 | $38,677 |
| 200 SHARES NEXTERA ENERGY INC | $18,672 | $18,672 |
| 90 SHARES NIKE INC B | $15,000 | $15,000 |
| 1300 SHARES NIPPON TELEGRAPH&TELEPHONE ADS | $35,633 | $35,633 |
| 70 SHARES PAYLOCITY HOLDING CORPORATION | $16,531 | $16,531 |
| 95 SHARES SEA LIMITED ADR | $21,252 | $21,252 |
| 14 SHARES SHOPIFY INC | $19,283 | $19,283 |
| 70 SHARES THERMO FISHER SCIENTIFIC | $46,707 | $46,707 |
| 135 SHARES VISA INC CL A | $29,256 | $29,256 |
| 100 SHARES WALMART INC | $14,469 | $14,469 |
| 140 SHARES WASTE MGMT INC | $23,366 | $23,366 |
| ZTO EXPRESS CAYMAN INC CL A | $33,864 | $33,864 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST FROM INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,832 | EOYBookValueAmt |
| EOYFMV | $1,832 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $203 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $203 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM INVESTMENTS | Desc |
| Amt | $76,209 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICE FEES | CategoryTxt |
| Amt | $16,166 | Amt |
| Net Investment Income | $16,166 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX, LICENSE, AND FILING FEES | CategoryTxt |
| Amt | $225 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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