HITTER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HITTER FAMILY FOUNDATION (EIN 95-4790803)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-15
- IRS object ID
- 202101059349101635
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-15T15:52:18-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831617766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 WILSHIRE BLVD STE 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954790803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HITTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HITT | BusinessNameControlTxt |
| Phone | 3108803882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10545 PICO BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE HITTER | PersonNm |
| Person Title | President/Director | PersonTitleTxt |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | HITTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R DORFMAN | PreparerPersonNm |
| PTIN | P00242413 | PTIN |
| Phone | 3239341100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,457,577 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $113,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,755 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $113,755 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,722,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$26,697 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $357,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $113,755 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,994 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,317 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,161 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,876 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,755 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,408 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $25,518 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,412,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,607,429 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,337,236 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $648,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $885,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $907,223 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,109,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,986,356 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,129,710 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,440,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,562,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,457,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,440,790 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,440,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,562,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,440,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,562,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,440,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,935 | OtherIncreasesAmt |
| Subtotal | $4,562,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,562,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PER CHARLES SCHWAB #0911 | P | 2020-01-31 | 2020-12-15 | $591,146 | $592,549 | -$1,403 | -$1,403 |
| PER CHARLES SCHWAB #0911 | P | 2010-07-16 | 2020-11-30 | $835,590 | $579,355 | $256,235 | $256,235 |
| PER IDB #001904 | P | 2020-03-01 | 2020-12-08 | $59,402 | $67,107 | -$7,705 | -$7,705 |
| PER IDB #001904 | P | 2020-03-01 | 2020-04-01 | $1,833 | $3,007 | -$1,174 | -$1,174 |
| PER IDB #001904 | P | 2016-12-15 | 2020-12-30 | $223,007 | $194,389 | $28,618 | $28,618 |
| PER IDB #001904 | P | 2016-12-15 | 2020-04-07 | $11,459 | $15,442 | -$3,983 | -$3,983 |
| PER IDB #001904 | P | 2016-12-15 | 2020-04-07 | $11 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,599 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,282 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,211 | SubtotalAmt |
| Tax Based On Investment Income | $5,211 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Tax Due | $5,269 | TaxDueAmt |
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 | STEVE HITTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108803882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10755 PALMS BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90034 | 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 | false | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE HITTER | ||||||
| 10545 PICO BLVD | LOS ANGELES | CA | 90064 | President/Direc | 1.00 | $0 |
| SABRINA HITTER | ||||||
| 9034 ALTO CEDRO DRIVE | BEVER LY HILLS | CA | 90210 | SEC/DIRECTOR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,199,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,492,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,492,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,409,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,211 | TotalTaxAmt |
| Distributable Before Adj | $265,288 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $265,288 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $265,288 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $226,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $226,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,288 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $226,650 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,650 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $38,638 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1939 CLUB | |||||||
| 8950 WEST OLYMPIC BLVD 437 | LOS ANGELES | CA | 90211 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| CEDAR SINAI MEDICAL | |||||||
| PO BOX 48750 ROOM 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $11,500 |
| FRIENDS OF SHEBA HOSPITAL | |||||||
| 9911 W PICO BLVD 1220 | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL FUNDRAISING | $21,500 |
| ART CENTER COLLEGE OF DESIGN | |||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | NONE | PUBLIC | GENERAL FUNDRAISING | $25,000 |
| SIMON WEISEN CENTER | |||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $15,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,500 |
| FRIENDS OF LARC | |||||||
| 10560 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| CONCERN FOUNDATION | |||||||
| 1026 S ROBERTSON BLVD STE 300 | LOS ANGELES | CA | 90035 | PUBLIC | GENERAL | $3,000 | |
| FRIENDS OF BAR-ILAN UNIVERSITY | |||||||
| 8730 WILSHIRE BLVD STE 550 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | GENERAL | $30,000 |
| SPIRIT ROCK | |||||||
| PO BOX 169 | WOODACRE | CA | 94973 | NONE | PUBLIC | GENERAL | $65,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | PUBLIC | GENERAL | $500 | |
| CANCER SUPPORT COMMUNIT | |||||||
| 1050 17TH STREET NS STE500 | WASHINGTON | DC | 20036 | PC | GENERAL | $10,000 | |
| INSIGHTLA | |||||||
| 3435 OCEAN PARK | SANTA MONICA | CA | 90405 | PC | GENERAL | $2,500 | |
| LIFE CONNECTION MISSION | |||||||
| 23 GREY PEBBLE CT | GERMANTOWN | MD | 20874 | PC | GENERAL | $500 | |
| LACMA | |||||||
| 5905 WILSHIRE | LOS ANGELES | CA | 90036 | EOF | GENERAL | $300 | |
| IACT | |||||||
| 1732 AVIATION BLVD | REDONDO BEACH | CA | 90278 | PC | GENERAL | $15,000 | |
| PLANNED PARENTHOOD | |||||||
| 3637 SOUTH LA BREA AVE | LOS ANGELES | CA | 90016 | NONE | PC | GENERAL | $2,000 |
| AARP | |||||||
| 1415 L STREET | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL | $100 |
| CSU FOUNDATION | |||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | PC | GENERAL | $1,000 | |
| INSIGHT MEDITATION SOCIETY | |||||||
| 1230 PLEASANT STREET | BARRE | MA | 01005 | NONE | PC | GENERAL | $1,000 |
| JEWISH REVIVAL IN POLAND | |||||||
| PO BOX 5438 | BEVERLY HILLS | CA | 90209 | NONE | PC | GENERAL | $1,000 |
| OASIS LEGAL SERVICES | |||||||
| 1900 ADDISON ST SUITE 100 | BERKELEY | CA | 94704 | NONE | PC | GENERAL | $500 |
| ASPCAORG | |||||||
| 1850 W 60TH STREET | LOS ANGELES | CA | 90047 | NONE | PUBLIC | GENERAL FUNDRAISING | $200 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL FUNDRAISING | $250 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEAIGHTS | NY | 10598 | NONE | PUBLIC | GENERAL FUNDRAISING | $200 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL FUNDRAISING | $250 |
| DHAMMA DENA MEDITATION CENTER | |||||||
| 65620 GIANT ROCK RD | JOSHUA TREE | CA | 92252 | NONE | PC | GENERAL FUNDRAISING | $500 |
| FOOD LA | |||||||
| 10571 PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL FUNDRAISING | $250 |
| MEALS ON THE WHEELS | |||||||
| 343 S CHURCH LN | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 1600 FORBES WAY 200 | LONG BEACH | CA | 90810 | NONE | PC | GENERAL FUNDRAISING | $100 |
| FEEDING AMERICA | |||||||
| 1610 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| VALLECITOS MOUNTAIN RETREAT CENTER | |||||||
| FOREST RD 91B | TIERRA AMARILLA | NM | 87575 | NONE | PC | GENERAL FUNDRAISING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,755 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,697 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $270,599 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $270,599 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,657 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TERRA SECURED INCOME FUND 5 LLC | AT COST | $222,634 | $222,634 |
| THE BLACKSTONE GROUP | AT COST | ||
| VIRTUS REAL ESTATE | AT COST | $279,027 | $279,027 |
| ISHARES S&P GSCI | AT COST | ||
| TERRA SECURED INCOME FUND 7 LLC | AT COST | $185,950 | $185,950 |
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | $65,336 | $64,186 |
| CHARLES SCHWAB - OTHER INVESTMENTS | AT COST | $54,129 | $73,418 |
| IDB CAPITAL | AT COST | $241,318 | $241,224 |
| IDB CAPITAL | AT COST | $556,695 | $666,695 |
| CHARLES SCHWAB - US TREASURIES | AT COST | $331,178 | $342,041 |
| CHARLES SCHWAB - OTHER ASSETS | AT COST | $50,089 | $54,535 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCRUED INTEREST PAID ON INVESTMENTS | $6,150 | $6,150 |
| BANK CHARGES | $42 | |
| IDB #1904 - OTHER EXPENSES | $11 | $11 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$26,697 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - IDB #1904 | CategoryTxt |
| Amt | $5,994 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CALIFORNIA FRANCHISE TAX BOARD | $10 | $10 |
| FEDERAL TAXES | $2,627 | $2,627 |
| FOREIGN TAXES PAID - CHARLES SCHWAB | $340 | $340 |
| FOREIGN TAXES PAID - IDB #1904 | $340 | $340 |
| LICENSES | $75 |
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