BROTMAN FOUNDATION OF CALIFORNIA: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BROTMAN FOUNDATION OF CALIFORNIA (EIN 95-6094639)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-03
- IRS object ID
- 202102159349100340
- Schema version
- 2020v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-03T18:13:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 956094639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTMAN FOUNDATION OF CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROT | BusinessNameControlTxt |
| Phone | 3102732501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONI WALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102732501 | PhoneNum |
| Signature | 2021-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TONI | PersonFirstNm |
| Person Last | WALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KALINA GRAYSON | PreparerPersonNm |
| PTIN | P01685489 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2021-07-16 | PreparationDt |
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 |
| 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 | $5,703,588 | 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 |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $943,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,505 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,418 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,418 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,340 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $93,060 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,094 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $909 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,185 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $219 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $105 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,756 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,089 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,439 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $449,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$305,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,401 | CashBOYAmt |
| Cash EOY | $21,358 | CashEOYAmt |
| Cash EOYFMV | $21,358 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $197,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,024 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $581,616 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $506,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $525,895 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,556,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,500,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,074,959 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,905,393 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,641,466 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,708,445 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $85,018 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $199,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,346,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,041,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,703,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,346,692 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,041,286 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,346,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,041,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,346,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,041,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,346,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$305,406 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,041,286 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,041,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2018-12-31 | 2020-12-13 | $941,580 | $928,629 | $12,951 | $12,951 | |
| CAPITAL GAINS DIVIDENDS | $1,554 | $1,554 | $1,554 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,646 | 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 | $16,646 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,224 | OverpaymentAmt |
| Applied To ES Tax | $15,224 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEBROTMANFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102732501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| TONI BROTMAN WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | PRESIDENT | 5.00 | $25,850 | $0 | $0 |
| ALEXIS WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | SECRETARY | 5.00 | $25,850 | $0 | $0 |
| LENA WALD | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | TREASURER | 5.00 | $25,850 | $0 | $0 |
| ALISON ROVEN | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | DIRECTOR | 5.00 | $25,850 | $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 | $5,171,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,399,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,399,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,318,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,422 | TotalTaxAmt |
| Distributable Before Adj | $264,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,689 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,689 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $389,689 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $138,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $305,245 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $311,433 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $131,874 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,038,178 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,206 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,163,384 | 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 | $138,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,024,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $305,245 | ExcessFromYear4Amt |
| Excess From Year3 | $311,433 | ExcessFromYear3Amt |
| Excess From Year2 | $131,874 | ExcessFromYear2Amt |
| Excess From Year1 | $151,193 | ExcessFromYear1Amt |
| Excess From Current Year | $125,206 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONI BROTMAN WALD | ContributingManagerNm |
| Contributing Manager | ALEXIS WALD | ContributingManagerNm |
| Contributing Manager | LENA WALD | ContributingManagerNm |
| Contributing Manager | ALISON ROVEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TONI WALD CO BROTMAN FOUNDATION OF | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3102732501 | RecipientPhoneNum |
| Recipient Email Address | SUBMISSIONS@THEBROTMANFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | OUTLINE OF PROJECT & LETTER OF SUBMISSION. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - ACCEPTED ANYTIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL, AND THE ENVIRONMENT. AWARDS LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 |
| BABY2BABY | ||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| CHILDREN MENDING HEARTS | ||||||
| 13741 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,000 |
| CHILDREN'S DEFENSE FUND | ||||||
| 840 FIRST STREET NE STE 300 | WASHINGTON | DC | 20002 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 |
| CONSORTIUM FOR BELIZEAN DEVELOPMENT INC | ||||||
| 3870 CRENSHAW BLVD STE 226 | LOS ANGELES | CA | 90008 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| GENESIS | ||||||
| 9595 WILSHIRE BLVD 700 | BEVERLY HILLS | CA | 90212 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 |
| HAMMER MUSEUM | ||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| HEARTBEATS | ||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| INTERNATIONAL SCHOOL OF LOS ANGELES | ||||||
| 1105 W RIVERSIDE DR | BURBANK | CA | 91506 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 |
| JEWISH FAMILY SERVICES OF LA | ||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| LOS ANGELES REGIONAL FOOD BANK | ||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| MAK CENTER FOR ART AND ARCHITECTURE | ||||||
| 835 N KINGS RD | LOS ANGELES | CA | 90069 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| NO KID HUNGRY | ||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $26,000 |
| NOTRE DAME HIGH SCHOOL | ||||||
| 13645 RIVERSIDE DR | SHERMAN OAKS | CA | 91423 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $750 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST 5TH FLOOR | BOSTON | MA | 02114 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| PROJECT ANGEL FOOD | ||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| ROBIN HOOD | ||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| THE PAINTED TURTLE | ||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 90401 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| THE RAPE FOUNDATION | ||||||
| 1223 WILSHIRE BLVD STE 410 | SANTA MONICA | CA | 90403 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| THE WAVERLY SCHOOL | ||||||
| 67 WEST BELLEVUE DR | PASADENA | CA | 91105 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| TOWER CANCER RESEARCH FOUNDATION | ||||||
| 8767 WILSHIRE BLVD STE 401 | BEVERLY HILLS | CA | 90211 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| VIOLENCE INTERVENTION PROGRAM | ||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,500 |
| VIP HEART | ||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| WOMEN'S CANCER RESEARCH FUND OF BCRF | ||||||
| 4900 SAN FERNANDO RD | GLENDALE | CA | 91204 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| YOUNG STORYTELLERS | ||||||
| 923 EAST 3RD ST 307 | LOS ANGELES | CA | 90013 | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $144,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,418 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,094 | Amt |
| Net Investment Income | $909 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,185 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ORACLE CORP 2.8%21 | $75,985 | $75,989 |
| THE HOME DEPOT, 2.625%22 | $98,125 | $103,076 |
| U.S. BANCORP 2.95%22 | $75,804 | $77,841 |
| THE CHARLES SCH 3.225%22 | $77,636 | $78,454 |
| BERKSHIRE HATHAWAY 3%23 | $25,949 | $26,374 |
| APPLE INC. 2.85%23 | $76,423 | $78,717 |
| PFIZER INC. 3%23 | $78,235 | $79,881 |
| THE COCA-COLA CO 3.2%23 | $100,000 | $108,255 |
| THE BANK OF NEW 3.65%24 | $75,999 | $82,107 |
| APPLE INC. 3%24 | $49,176 | $53,781 |
| 3M CO 3.25%24 | $52,385 | $54,165 |
| GLAXOSMITHKLINE CAP3%24F | $103,767 | $108,001 |
| U.S. BANCORP 2.4%24 | $25,326 | $26,599 |
| ORACLE CORP 2.95%24 | $25,952 | $27,124 |
| JPMORGAN CHASE 3.125%25 | $103,670 | $109,361 |
| INTEL CORP 3.7%25 | $50,642 | $56,364 |
| JPMORGAN ULTRA SHORT | $191,748 | $193,002 |
| DFA INTER TERM EXTENDED | $200,461 | $215,184 |
| SCHWAB SHORT TERM US | $154,183 | $154,170 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $10,537 | $53,103 |
| ACCENTURE PLC | $15,561 | $56,160 |
| AIR PROD & CHEMICALS | $6,784 | $47,814 |
| ALPHABET INC. | $32,769 | $54,308 |
| AMAZON.COM INC | $24,791 | $58,625 |
| AMERICAN EXPRESS CO | $15,019 | $41,109 |
| AMERISOURCEBERGEN CORP | $17,659 | $45,458 |
| AMGEN INC | $7,200 | $42,535 |
| ANALOG DEVICES INC | $11,657 | $51,706 |
| APPLE INC | $11,699 | $74,306 |
| APTIV PLC | $26,802 | $52,116 |
| AUTO DATA PROCESSING | $11,608 | $45,812 |
| BOEING CO | $60,682 | $53,515 |
| BROADCOM INC | $37,647 | $54,731 |
| CATERPILLAR INC | $10,881 | $50,056 |
| CHARLES SCHWAB CORP | $14,062 | $49,062 |
| CHEVRON CORP | $28,071 | $38,003 |
| CISCO SYSTEMS INC | $35,054 | $37,366 |
| CITIGROUP INC | $47,015 | $48,403 |
| COLGATE-PALMOLIVE CO | $16,433 | $52,161 |
| COSTCO WHOLESALE CO | $7,090 | $50,865 |
| DANAHER CORP | $2,769 | $52,203 |
| ELANCO ANIMAL HEALTH INC | $41,487 | $50,606 |
| EMERSON ELECTRIC CO | $20,314 | $50,231 |
| EXXON MOBIL CORP | $49,969 | $36,068 |
| HOME DEPOT INC | $6,089 | $46,484 |
| HONEYWELL INTL INC | $31,947 | $46,794 |
| ILLUMINA INC | $35,705 | $42,550 |
| INTEL CORP | $11,068 | $34,874 |
| J P MORGAN CHASE & CO | $17,504 | $47,651 |
| JOHNSON & JOHNSON | $15,941 | $48,788 |
| LOCKHEED MARTIN CORP | $4,974 | $37,273 |
| MASTERCARD INC | $28,878 | $53,541 |
| MERCK & CO. INC. | $28,761 | $40,900 |
| MICROSOFT CORP | $24,372 | $55,605 |
| NEXTERA ENERGY INC | $4,581 | $49,376 |
| NORFOLK SOUTHERN CO | $7,340 | $23,761 |
| NORTHERN TRUST CORP | $19,474 | $35,393 |
| NOVARTIS AG | $22,658 | $43,438 |
| ORACLE CORP | $17,884 | $46,253 |
| PEPSICO INC | $18,835 | $44,490 |
| PROCTER & GAMBLE | $37,228 | $47,308 |
| QUALCOMM INC | $12,996 | $51,034 |
| SHERWIN WILLIAMS CO | $18,842 | $51,444 |
| TARGET CORP | $13,990 | $66,199 |
| TEXAS INSTRUMENTS | $8,279 | $54,984 |
| U S BANCORP | $29,339 | $46,590 |
| VERIZON COMMUNICATN | $22,613 | $38,188 |
| W E C ENERGY GROUP INC | $23,528 | $41,414 |
| WALT DISNEY CO | $30,794 | $48,013 |
| DFA LARGE CAP INTL PORT | $142,018 | $211,237 |
| DFA US MICRO CAP PORT | $117,972 | $226,313 |
| AMERESCO INC | $45,367 | $53,546 |
| CONSTELLATION BRAND | $31,899 | $43,810 |
| LENNAR CORP | $24,349 | $54,504 |
| MEDTRONIC PLC | $45,860 | $48,613 |
| SYSCO CORP | $35,471 | $48,269 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $506,460 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $525,895 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY RESIDENTIAL | AT COST | $16,845 | $11,856 |
| MEDICAL PROPERTIES | AT COST | $17,388 | $19,611 |
| MID AMERICA APARTMENT CO | AT COST | $16,815 | $15,836 |
| PUBLIC STORAGE | AT COST | $17,036 | $18,474 |
| VENTAS INC | AT COST | $22,457 | $22,310 |
| WELLS FARGO & CO 1.95%25 | AT COST | $80,000 | $84,913 |
| AMERN TOWER CORP | AT COST | $14,912 | $13,468 |
| AVALONBAY CMNTYS INC | AT COST | $14,409 | $14,439 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,048 | $105 | $943 |
| INVESTMENT EXPENSES | $30,562 | $30,562 | $0 |
| OFFICE EXPENSES | $32 | $0 | $32 |
| WEBSITE AND SOCIAL MEDIA MAINTENANCE | $6,114 | $0 | $6,114 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL'S REGISTRY FEE | $75 | $0 | $75 |
| FOREIGN TAXES ON DIVIDENDS | $219 | $219 | $0 |
| FTB FILING FEE | $10 | $0 | $10 |
| IRS PENALTIES | $172 | $0 | $0 |
| IRS TAX | $17,828 | $0 | $0 |
| CA SOS SI | $20 | $0 | $20 |
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