MOSKOWITZ FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MOSKOWITZ FAMILY FOUNDATION (EIN 46-5160772)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-08-23
- IRS object ID
- 202102359349100725
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-23T18:11:48-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465160772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSKOWITZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOSK | BusinessNameControlTxt |
| Phone | 9497184517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9250 WILSHIRE BLVD NO 303 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY MOSKOWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9497184517 | PhoneNum |
| Signature | 2021-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL S JUNIPER | PreparerPersonNm |
| PTIN | P00544657 | PTIN |
| Phone | 9492243300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,118,793 | 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 | $130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$197,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $879,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$144,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,367 | 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 |
| Accounting Fees Rev And Expnss | $2,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $425 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $632 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,581 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,029 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $243,367 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$387,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,454 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,918 | CashBOYAmt |
| Cash EOY | $88,517 | CashEOYAmt |
| Cash EOYFMV | $88,517 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,392,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,196,493 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,634,653 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $573,683 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $393,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $395,623 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,065,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,678,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,118,793 | 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 | $2,065,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,678,010 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,065,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,678,010 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,065,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,678,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,065,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$387,800 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,678,010 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,678,010 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DFA INTERNATIONAL CORE EQUITY, XXX-XX-XXXX | 2019-06-27 | 2020-04-20 | $1,466 | $1,816 | -$350 | -$350 |
| DOUBLELINE SHILLER ENHANCED XXX-XX-XXXX | 2019-04-30 | 2020-04-20 | $16,507 | $22,429 | -$5,922 | -$5,922 |
| DOUBLELINE SHILLER ENHANCED XXX-XX-XXXX | 2019-12-31 | 2020-04-20 | $361 | $483 | -$122 | -$122 |
| PIMCO INCOME FUND INSTITUTIONAL FUND 72201F490 | 2019-03-29 | 2020-03-16 | $7,849 | $8,392 | -$543 | -$543 |
| PIMCO INCOME FUND INSTITUTIONAL FUND XXX-XX-XXXX | 2019-09-30 | 2020-09-21 | $2,409 | $2,402 | $7 | $7 |
| SEAFARER OVERSEAS GROWTH XXX-XX-XXXX | 2019-06-20 | 2020-04-20 | $935 | $1,069 | -$134 | -$134 |
| MORGAN STANLEY GLBL FRANCHISE 61744J283 | 2019-12-16 | 2020-04-20 | $6,369 | $6,737 | -$368 | -$368 |
| DFA INTERNATIONAL CORE EQUITY XXX-XX-XXXX | 2017-05-10 | 2020-04-20 | $47,233 | $59,427 | -$12,194 | -$12,194 |
| DOUBLELINE INCOME SOLUTIONS FD COM XXX-XX-XXXX | 2017-05-10 | 2020-04-02 | $29,291 | $49,829 | -$20,538 | -$20,538 |
| DOUBLELINE SHILLER ENHANCED XXX-XX-XXXX | 2017-05-10 | 2020-04-02 | $303,821 | $403,044 | -$99,223 | -$99,223 |
| DOUBLELINE STRATEGICCOMMODITY XXX-XX-XXXX | 2018-06-11 | 2020-04-20 | $34,790 | $53,553 | -$18,763 | -$18,763 |
| GOLUB CAP BNC INC | 2017-05-10 | 2020-04-02 | $23,907 | $49,930 | -$26,023 | -$26,023 |
| MORGAN STANLEY GLBL FRANCHISE CLASS 61744J283 | 2018-12-31 | 2020-04-20 | $48,224 | $41,394 | $6,830 | $6,830 |
| PIMCO INCOME FUND INSTITUTIONAL FUND 72201F490 | 2017-05-11 | 2020-03-16 | $131,222 | $143,334 | -$12,112 | -$12,112 |
| PIMCO SHORT ASSET INVESTMENT FUND INST 72201U828 | 2018-06-08 | 2020-09-21 | $140,929 | $141,645 | -$716 | -$716 |
| SEAFARER OVERSEAS GROWTH XXX-XX-XXXX | 2017-05-10 | 2020-04-20 | $34,335 | $42,596 | -$8,261 | -$8,261 |
| TPG SPECIALTY LENDING INC 8765K102 | 2017-05-10 | 2020-04-02 | $30,690 | $49,488 | -$18,798 | -$18,798 |
| LONG-TERM LOSS | 2017-05-10 | 2020-04-20 | $46 | -$46 | -$46 | |
| CAPITAL GAIN DISTRIBUTION | 2018-01-01 | 2019-12-31 | $19,574 | $19,574 | $19,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$197,702 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,432 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $187,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,105,782 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,151,522 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087561 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $195,191 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,063,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094578 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $163,519 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,780,234 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091853 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,652,356 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113667 | DistributionYr5Rt |
| Total Distribution | 0.476854 | TotalDistributionRt |
| Average Distribution | 0.095371 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,008,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,513 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,808 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $228,454 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $295 | 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 | JEFFREY MADELEINE MOSKOWITZ | IndividualWithBooksNm |
| Phone | 9497184517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9250 WILSHIRE BLVD SUITE 303 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY MOSKOWITZ | ||||||||
| 9250 WILSHIRE BLVD SUITE 303 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MADELEINE MOSKOWITZ | ||||||||
| 9250 WILSHIRE BLVD SUITE 303 | BEVERLY HILLS | CA | 90212 | CFO/SECRETARY | 2.00 | $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 | $1,902,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,038,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,038,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,008,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $295 | TotalTaxAmt |
| Distributable Before Adj | $100,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $228,454 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $295 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $228,159 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $78,766 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $87,425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $493,918 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,345 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $622,263 | 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 | $140,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $481,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $78,766 | ExcessFromYear4Amt |
| Excess From Year3 | $104,475 | ExcessFromYear3Amt |
| Excess From Year2 | $82,278 | ExcessFromYear2Amt |
| Excess From Year1 | $87,425 | ExcessFromYear1Amt |
| Excess From Current Year | $128,345 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY MOSKOWITZ | ContributingManagerNm |
| Contributing Manager | MADELEINE MOSKOWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OAKWOOD SCHOOL | ||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | PC | OPERATIONAL SUPPORT | $15,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 14TH FLOOR | NEW YORK | NY | 10006 | PC | OPERATIONAL SUPPORT | $25,000 |
| HOLLYWOOD FOOD COALITION | ||||||
| 5939 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | PC | OPERATIONAL SUPPORT | $35,000 |
| CAPITAL & MAIN | ||||||
| 1910 W SUNSET BLVD SUITE 740 | LOS ANGELES | CA | 90026 | PC | OPERATIONAL SUPPORT | $20,000 |
| ART DIVISION | ||||||
| 2418 WEST 6TH STREET | LOS ANGELES | CA | 90057 | PC | OPERATIONAL SUPPORT | $20,000 |
| CEDARS SINAI MEDICAL CENTER CO CARDIAC FELLOWS PROGRAM | ||||||
| 127 S SAN VINCENTE BLVD A3600 | LOS ANGELES | CA | 90048 | PC | OPERATIONAL SUPPORT | $15,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 14TH FLOOR | NEW YORK | NY | 10006 | PC | OPERATIONAL SUPPORT | $50,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | OPERATIONAL SUPPORT | $20,000 |
| INNOCENCE PROJECT | ||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | PC | OPERATIONAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | 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 | $130 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,237 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 23 | ExclusionCd |
| Exclusion | $8,902 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$197,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$144,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$144,433 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,125 | Amt |
| Net Investment Income | $1,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
| EOY Book Value | $393,000 | EOYBookValueAmt |
| EOYFMV | $395,623 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK AND STOCK ETF | $198,963 | $228,473 |
| STOCK MUTUAL FUND | $997,530 | $1,406,180 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUSINESS LICENSES AND FEES | $30 | $0 | $0 | $30 |
| BANK SERVICE CHARGE | $35 | $0 | $0 | $35 |
| RENEWAL REGISTRATION FEES | $75 | $0 | $0 | $75 |
| MANAGEMENT FEES | $12,581 | $12,581 | $0 | $0 |
| FED TAX PAYMENT | $2,889 | $0 | $0 | $2,889 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Revenue And Expenses Per Books | $8,902 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $632 | Amt |
| Net Investment Income | $632 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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