PLATT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-17
- IRS object ID
- 202501989349100305
- Schema version
- 2024v5.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-17T07:04:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 S 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 | 2024-01-01 | 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 | 2025-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-06-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,415,259 | 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 | $3,249,540 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,018,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,560 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,588,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,991 | 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 | $4,223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,112 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,111 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,530 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,111 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $642,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $642,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $673,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,011 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,915,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,157 | CashBOYAmt |
| Cash EOY | $36,307 | CashEOYAmt |
| Cash EOYFMV | $36,307 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,102 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,746 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,746 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $629,066 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,151,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,151,546 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $391,077 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $219,660 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $219,660 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,146,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,415,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,415,259 | 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 | $1,146,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,415,259 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,146,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,415,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,146,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,415,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,146,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,915,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,061,477 | SubtotalAmt |
| Other Decreases | $646,218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,415,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $1,018,816 | $709,449 | $309,367 | $309,367 | |
| CAPITAL GAINS DISTRIBUTIONS | 2024-01-01 | 2024-12-31 | $23 | $23 | P | ||
| NONDIVIDEND DISTRIBUTIONS | 2024-01-01 | 2024-12-31 | $36 | $36 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309,426 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,592 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,592 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,080 | 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 | $10,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,488 | OverpaymentAmt |
| Applied To ES Tax | $5,488 | 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 | Yes (1) | 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 | $1,160,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,279,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,279,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,260,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,592 | TotalTaxAmt |
| Distributable Before Adj | $58,411 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,411 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,011 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $645,011 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,411 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $480,005 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,108,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $421,472 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $680,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $561,450 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,251,551 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $645,011 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $586,600 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,838,151 | 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 | $480,005 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,358,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,108,348 | ExcessFromYear4Amt |
| Excess From Year3 | $421,472 | ExcessFromYear3Amt |
| Excess From Year2 | $680,276 | ExcessFromYear2Amt |
| Excess From Year1 | $561,450 | ExcessFromYear1Amt |
| Excess From Current Year | $586,600 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARVARD WESTLAKE | |||||||
| 700 N FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PC | GENERAL SUPPORT | $350,000 |
| MCC THEATER | |||||||
| 511 W 52ND ST | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $200,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) | |||||||
| 4301 WILSON BLVDSTE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $15,000 |
| J S BRYANT SCHOOL | |||||||
| 254 LAFLASH ROAD | WINDSOR | MA | 01270 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 1630 SCHRADER BLVD STE 100 | LOS ANGELES | CA | 90028 | NONE | PC | GENERAL SUPPORT | $9,000 |
| GAY SHABBAT | |||||||
| PO BOX 198 | ORRICK | MT | 64077 | NONE | PC | GENERAL SUPPORT | $9,000 |
| PRIZMAH | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $6,000 |
| TRIBE OF NOVA FUND | |||||||
| 575 MADISON AVENUE SUITE 703 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $6,000 |
| SINAI AKIBA ACADEMY | |||||||
| 10400 WILSHIRE BLVD SUITE SAA | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $5,400 |
| CAMP RAMAH IN CA | |||||||
| 17525 VENTURA BLVD 310 | ENCINO | CA | 91316 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EXPERIENCE CAMPS | |||||||
| PO BOX 5121 | WESTPORT | CT | 06881 | NONE | PC | GENERAL SUPPORT | $5,000 |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST 10TH FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE INHEIRITANCE PROJECT | |||||||
| 352 W 117TH STREET APT 5E | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $4,000 |
| ACTORS FUND HOME | |||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $3,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $3,000 |
| 70 FACES MEDIA | |||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $642,900 | 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 | $6,005 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $338,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,915 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MARC AND JULIE PLATT | ||||||
| 1 | 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | $2,828,840 | Yes (X) |
| JULIE PLATT REVOCABLE TRUST | ||||||
| 2 | 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | $420,700 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DONATED SECURITIES | $2,828,840 | 2024-12-31 |
| 2 | DONATED SECURITIES | $420,700 | 2024-10-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,223 | Amt |
| Net Investment Income | $2,112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,111 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS 11.5% CONTINGENT AUTOCALL SNOW (SQGFT) | $43,750 | $43,750 |
| CITI AUTO-CALLABLE TRIGGER PLUS RTY | $51,330 | $51,330 |
| CITI 10% CONTINGENT MEMORY AUTOCALL PFE | $39,260 | $39,260 |
| CITI 15.1% CONTINGENT MEMORY AUTOCALL MDB | $41,880 | $41,880 |
| CITI 10% CONTINGENT MEMORY AUTOCALL AMGN | $43,440 | $43,440 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EAGLE OUTFITTERS NEW (AEO) | $6,551 | $6,551 |
| APTARGROUP INC (ATR) | $8,030 | $8,030 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) | $7,972 | $7,972 |
| BROWN & BROWN INC(BRO) | $9,620 | $9,620 |
| CASEY'S GENERAL STORES INC (CASY) | $8,782 | $8,782 |
| CHURCH & DWIGHT CO INC (CHD) | $7,547 | $7,547 |
| COPART INC (CPRTI) | $9,240 | $9,240 |
| CRANE COMPANY (CR) | $8,079 | $8,079 |
| CURTISS WRIGHT CORP (CW) | $10,040 | $10,040 |
| DECKERS OUTDOOR CORPORATION (DECK) | $10,257 | $10,257 |
| DECARTES SYSTEMS GROUP INC (DSGX) | $10,288 | $10,288 |
| DEXCOM INC (DXCM) | $8,088 | $8,088 |
| DYNATRACE INC (DT) | $8,533 | $8,533 |
| EMCOR GROUP INC (EME) | $9,435 | $9,435 |
| FACTSET RESEARCH SYSTEMS INC (FDS) | $8,065 | $8,065 |
| GODADDY INC (GDDY) | $8,410 | $8,410 |
| HALOZYME THERAPEUTICS INC (HALO) | $6,311 | $6,311 |
| MARKETAXESS HOLIDINGS INC (MKTX) | $6,573 | $6,573 |
| MONOLITHIC PWR SYSTEMS INC (MPWR) | $5,235 | $5,235 |
| NVENT ELECTRIC PLC (NVT) | $6,952 | $6,952 |
| OLLIES BARGAIN OUTLET HLDG INC (OLLI) | $9,104 | $9,104 |
| ONTO INNOVATION INC (ONTO) | $6,162 | $6,162 |
| PENUMBRA INC COM (PEN) | $9,664 | $9,664 |
| PTC INC COM (PTC) | $7,733 | $7,733 |
| PURE STORAGE INC CLASS A (PSTG) | $9,092 | $9,092 |
| QUALYS INC COM (QLYS) | $6,724 | $6,724 |
| RAYMOND JAMES FINCL INC (RJF) | $10,304 | $10,304 |
| RESMED INC (RMD) | $8,468 | $8,468 |
| SAIA INC (SAIA) | $8,142 | $8,142 |
| SPROUTS FRAMERS MARKET INC (SFM) | $7,169 | $7,169 |
| SPS COMMERCE INC (SPSC) | $8,604 | $8,604 |
| TAKE TWO INTERACTIVE SOFTWARE (TTWO) | $8,249 | $8,249 |
| TELEDYNE TECH INC (TDY) | $7,875 | $7,875 |
| THE COOPER COMPANIES INC(COO) | $6,828 | $6,828 |
| US FOODS HOLDING CORP (USFD) | $9,647 | $9,647 |
| VALVOLINE INC (ULTA) | $7,019 | $7,019 |
| WATTS WTR TECH INC A (WTS) | $7,813 | $7,813 |
| WEATHERFORD INTL INC (WFRD) | $5,325 | $5,325 |
| WEST PHARMACEUTICAL SVCS INC (WST) | $6,762 | $6,762 |
| ABBVIE INC COM (ABBV) | $95,780 | $95,780 |
| AFLAC INCORPORATED (AFL) | $82,959 | $82,959 |
| AIR PROD & CHEM INC (APD) | $68,739 | $68,739 |
| ALPHABET INC CL A(GOOGL) | $113,769 | $113,769 |
| ALPHABET INC CL C(GOOGL) | $37,326 | $37,326 |
| AMAZON COM INC (AMZN) | $170,027 | $170,027 |
| AMERICAN EXPRESS CO (AXP) | $113,077 | $113,077 |
| AMGEN INC (AMGN) | $9,122 | $9,122 |
| APPLE INC (AAPL) | $162,022 | $162,022 |
| BERKSHIRE HATHAWAY CL-B NEW (BRKB) | $103,801 | $103,801 |
| BLACKROCK INC (BLK) | $10,251 | $10,251 |
| BLACKSTONE INC (BX) | $97,245 | $97,245 |
| CHARLES SCHWAB NEW (SCHW) | $94,067 | $94,067 |
| EATON CORP PLC SHS (ETN) | $105,867 | $105,867 |
| GE AEROSPACE NEW (GE) | $110,415 | $110,415 |
| GE VERNOVA INC (GEV) | $34,538 | $34,538 |
| HONEYWELL INTL INC (HON) | $10,165 | $10,165 |
| JOHNSON & JOHNSON (JNJ) | $52,786 | $52,786 |
| KIMBERLY CLARK CORP (KMB) | $38,395 | $38,395 |
| LAMAR ADVERTISING CO NEW CL A (LAMR) | $98,731 | $98,731 |
| METLIFE INCORPORATED (MET) | $83,272 | $83,272 |
| MICROSOFT CORP (MSFT) | $144,574 | $144,574 |
| MONGODB INC CL A (MDB) | $55,874 | $55,874 |
| NVIDIA CORPORATION (NVDA) | $326,056 | $326,056 |
| ORACLE CORP (ORCL) | $103,983 | $103,983 |
| PALO ALTO NETWORKS INC (PANW) | $87,705 | $87,705 |
| PROCTER & GAMBLE (PG) | $63,707 | $63,707 |
| QUALCOMM INC (QCOM) | $72,969 | $72,969 |
| REPLIGEN CP (RGEN) | $43,326 | $43,326 |
| THERMO FISHER SCIENTIFIC (TMO) | $68,150 | $68,150 |
| WALT DISNEY CO HLDG CO (DLS) | $74,716 | $74,716 |
| INVESCO BIOTECHNOLOGY & GENO (PBE) | $52,425 | $52,425 |
| VANECK BIOTECH ETF (BBH) | $51,015 | $51,015 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $553,206 |
| PRIOR PERIOD ADJUSTMENT | $93,012 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $24,560 | $24,560 | $24,560 |
| CAPITAL GAINS DISTRIBUTIONS | $23 | $23 | |
| NONDIVIDEND DISTRIBUTIONS | $36 | $36 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $7,530 | Amt |
| Net Investment Income | $7,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JULIE PATT REVOCABLE TRUST | |||
| 10393 STRATHMORE DR | LOS ANGELES | CA | 90024 |
| MARC AND JULIA PLATT | |||
| 10393 STRATHMORE DR | LOS ANGELES | CA | 90024 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $18,607 | $0 | $0 |
| FILING FEES | $120 | $0 | $0 |
Comments