THE SHIRLEY BASKIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE SHIRLEY BASKIN FOUNDATION (EIN 95-3313203)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349105816
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:00:42-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061187390 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY & HOROWITZ PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1813 SILAS DEANE HIGHWAY | AddressLine1Txt |
| City | ROCKY HILL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060671305 | 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 | 953313203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIRLEY BASKIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 3102750484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BOULEVARD NO 1403 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY BASKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102750484 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHIRLEY | PersonFirstNm |
| Person Last | BASKIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH J ALLARD CPA | PreparerPersonNm |
| PTIN | P00274154 | PTIN |
| Phone | 8605636443 | 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 |
| 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 | $2,629,913 | 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 | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,249 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $253,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,415 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,364 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,364 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $84 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,781 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $242,967 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,576 | CashBOYAmt |
| Cash EOY | $45,030 | CashEOYAmt |
| Cash EOYFMV | $45,030 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,086 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $472,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $449,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,423,797 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $514,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $655,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,629,913 | 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 | $514,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $655,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $514,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $655,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $514,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $655,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $514,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,781 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $655,531 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $655,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS CRANE CO DELAWARE | P | 2005-09-29 | 2020-01-30 | $25,862 | $8,841 | $17,021 | $17,021 |
| 190 SHS PROCTER & GAMBLE CO | P | 1998-03-09 | 2020-01-03 | $23,369 | $8,060 | $15,309 | $15,309 |
| 1,750 SHS APPLE INC | P | 2007-03-20 | 2020-09-15 | $199,561 | $5,720 | $193,841 | $193,841 |
| CAPITAL GAINS DIVIDENDS | P | $78 | $78 | $78 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,377 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,377 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,377 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $1,817 | OverpaymentAmt |
| Applied To ES Tax | $1,817 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SHIRLEY BASKIN | IndividualWithBooksNm |
| Phone | 3102750484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BLVD 1403 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY BASKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BLVD 1403 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,070,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,574 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,218,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,218,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,185,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,377 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,377 | TotalTaxAmt |
| Distributable Before Adj | $105,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $105,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $105,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $99,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $84,507 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $84,507 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $91,281 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1978-12-20 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIRLEY BASKIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 NORTH TACOMA AVE | TACOMA | WA | 98403 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| BLESS IT BAG | |||||||
| 908 N WHITTIER DR | BEVERLY HILLS | CA | 90210 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $200 |
| CHILDREN'S MUSEUM INDIANAPOLIS | |||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| COUPLES AGAINST LEUKEMIA | |||||||
| PO BOX 98018 | WASHINGTON | DC | 20090 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| CRAFT CONTEMPORARY | |||||||
| 5814 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 100015004 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 606012000 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| KCET | |||||||
| 2900 WEST ALMEDA AVE | BURBANK | CA | 91505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| KNOCK OUT ABUSE WEST | |||||||
| 7095 HOLLYWOOD BLVD STE 494 | HOLLYWOOD | CA | 90028 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| LOS ANGELES WATERKEEPER | |||||||
| 120 BROADWAY SUITE 105 | SANTA MONICA | CA | 90401 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| MEALS ON WHEELS OF W LA | |||||||
| PO BOX 241576 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| MOTHERS 2 MOTHERS | |||||||
| 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $650 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 |
| OPICA | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 10380 WILSHIRE BLVD 1403 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| SAVE THE REDWOODS | |||||||
| 111 SUTTER ST 11TH FLOOR | SAN FRANCISCO | CA | 94104 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PARALTA | SANTA FE | NM | 87501 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| TREE PEOPLE | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| UCLA FOUNDATION NEUROSURGERY RESEARCH | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900246516 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353440 | SEATTLE | WA | 981959505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $600 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| CHILDREN'S DISCOVERY MUSEUM OF THE DESERT | |||||||
| 71-701 GERALD FORD DR | RANCHO MIRAGE | CA | 92270 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| NO KID HUNGRY | |||||||
| 1030 15TH ST SUITE 1100W | WASHINGTON | DC | 20005 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | |||||||
| 383 MAIN AVE 5TH FLOOR | NORWALK | CT | 06851 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| HOMELESS HEALTH CARE LOS ANGELES | |||||||
| 1282 WEST 2ND ST | LOS ANGELES | CA | 90026 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,000 |
| CORE | |||||||
| 6464 SUNSET BLVD SUITE 530 | LOS ANGELES | CA | 90028 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| NATIONAL RAMAH COMMISSION | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $200 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,100 | 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 | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $226,249 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $253,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,415 | 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 | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH BERKSHIRE HATHAWAY INC | $23,870 | $115,935 |
| 1,800 SH CISCO SYS INC | $11,127 | $80,550 |
| 800 SH MICROSOFT CORP | $9,947 | $177,936 |
| 600 SH PROCTER & GAMBLE | $31,549 | $83,484 |
| 1,200 SH CRANE CO DELAWARE | $35,364 | $93,192 |
| 400 SH JOHNSON & JOHNSON | $26,171 | $62,952 |
| 600 SH STRYKER CO | $31,967 | $147,024 |
| 50 SH ALPHABET INC CL A | $12,446 | $87,632 |
| 1,200 SH STARBUCKS CORP | $21,716 | $128,376 |
| 6,650 SH APPLE INC | $21,735 | $882,389 |
| 600 SH VERIZON COMMUNICATIONS | $16,453 | $35,250 |
| 600 SH PEPSICO INC | $37,970 | $88,980 |
| 50 SH ALPHABET INC CL C | $12,406 | $87,594 |
| 300 SH SALESFORCE COM INC | $23,760 | $66,759 |
| 300 SH VISA INC CL A | $21,298 | $65,619 |
| 100 SH COSTCO WHOLESALE CRP DEL | $16,910 | $37,678 |
| 200 SH FACEBOOK INC CL A | $24,161 | $54,632 |
| 200 SH ACCENTURE PLC | $25,368 | $52,242 |
| 400 SH PROLOGIS INC | $23,290 | $39,864 |
| 50 SH EQUINIX INC | $21,907 | $35,709 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $10,364 | Amt |
| Net Investment Income | $10,364 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| EXCISE TAX | $821 | $0 | $0 |
| FILING FEE | $25 | $0 | $0 |
| FOREIGN TAX | $84 | $84 | $0 |
Comments