BETA

HEBREW FREE LOAN OF SAN DIEGO: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HEBREW FREE LOAN OF SAN DIEGO (EIN 85-2055131)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-07
IRS object ID
202512199349301701
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-07T12:31:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN923320348PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EAG GULF COAST LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE GALLERIA BLVD STE 2100AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN852055131EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEBREW FREE LOAN OF SAN DIEGOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEBRBusinessNameControlTxt
Phone8583458018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19404 GENESEE AVE 200AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGRAEME GABRIELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8583458018PhoneNum
Signature2025-07-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGINA RACHELPreparerPersonNm
PTINP01216293PTIN
Phone5048375990PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGRAEME GABRIELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19404 GENESEE AVE 200AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$885,575GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HFLSD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2020FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionHEBREW FREE LOAN OF SAN DIEGO FOSTERS FINANCIAL STABILITY AND OPPORTUNITY AMONG THE JEWISH COMMUNITY OF SAN DIEGO COUNTY BY PROVIDING ACCESS TO AFFORDABLE INTEREST FREE LOANS WITH JEWISH VALUES OF COMPASSION, KINDNESS, AND FLEXIBILITY. LOANS WILL BE PROVIDED FOR EMERGENCY NEEDS, SMALL BUSINESS DEVELOPMENT AND EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$686,023PYContributionsGrantsAmt
CY Contributions Grants$630,058CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$21,118PYInvestmentIncomeAmt
CY Investment Income$41,620CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$707,141PYTotalRevenueAmt
CY Total Revenue$671,678CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$196,828PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$211,800CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$29,407CYTotalFundraisingExpenseAmt
PY Other Expenses$47,175PYOtherExpensesAmt
CY Other Expenses$49,916CYOtherExpensesAmt
PY Total Expenses$244,003PYTotalExpensesAmt
CY Total Expenses$261,716CYTotalExpensesAmt
PY Revenues Less Expenses$463,138PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$409,962CYRevenuesLessExpensesAmt
Total Assets BOY$1,520,933TotalAssetsBOYAmt
Total Assets EOY$2,028,564TotalAssetsEOYAmt
Total Liabilities BOY$57,430TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,500TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,463,503NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,019,064NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionHEBREW FREE LOAN OF SAN DIEGO FOSTERS FINANCIAL STABILITY AND OPPORTUNITY AMONG THE JEWISH COMMUNITY OF SAN DIEGO COUNTY BY PROVIDING ACCESS TO AFFORDABLE INTEREST FREE LOANS WITH JEWISH VALUES OF COMPASSION, KINDNESS, AND FLEXIBILITY. LOANS WILL BE PROVIDED FOR EMERGENCY NEEDS, SMALL BUSINESS DEVELOPMENT, AND EDUCATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$208,383ExpenseAmt
DescHEBREW FREE LOAN OF SAN DIEGO IS CONTINUING IN ITS GROWTH PHASE. WE CONTINUE TO FOCUS ON OUTREACH AND RAISING AWARENESS THROUGHOUT SAN DIEGO COUNTY, ASSISTING POTENTIAL BORROWERS ON THEIR PATH TO FINANCIAL SECURITY, AND CONTINUING OUR FUNDRAISING EFFORTS. 2024 SHOWED A 10% GROWTH IN LOAN INQUIRIES AND A 7% INCREASE IN LOAN RECIPIENTS. WE REMAIN AT A 0% LOAN LOSS AND ARE PROUD THAT OUR LOAN REPAYMENTS CREATE A CYCLE OF IMPACT, WHERE EACH REPAYMENT KINDLES HOPE, NURTURES NEW BEGINNINGS, AND UNLOCKS POSSIBILITIES.Desc
Total Program Service Expenses$208,383TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINDI FRANKELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8583458018PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19404 GENESEE AVE 200AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
BEN ARNOLD
DIRECTOR1.00Yes (X)$0$0$0
MITCHELL DUBICK
DIRECTOR1.00Yes (X)$0$0$0
LEO EISENBERG
DIRECTOR1.00Yes (X)$0$0$0
LEONARD GREGORY
DIRECTOR1.00Yes (X)$0$0$0
KAY GURTIN
DIRECTOR1.00Yes (X)$0$0$0
TANYA HACKEL
DIRECTOR1.00Yes (X)$0$0$0
HILARY ISAKOW
DIRECTOR1.00Yes (X)$0$0$0
SELWYN ISAKOW
DIRECTOR1.00Yes (X)$0$0$0
MIRIAM NORTEN
DIRECTOR1.00Yes (X)$0$0$0
CHARLENE SEIDLE
DIRECTOR1.00Yes (X)$0$0$0
LAWRENCE SHERMAN
DIRECTOR1.00Yes (X)$0$0$0
GRAEME GABRIEL
PRESIDENT3.00Yes (X)$0$0$0Yes (X)
RICK VANN
TREASURER1.00Yes (X)$0$0$0Yes (X)
LESLEY DAVIS
SECRETARY1.00Yes (X)$0$0$0Yes (X)
MINDI FRANKEL
EXECUTIVE DIRECTOR40.00$114,708$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$114,708TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$630,058AllOtherContributionsAmt
Total Contributions$630,058TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,631TotalRevenueColumnAmt
Exclusion$34,631ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$220,886SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$213,897SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,989SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,989TotalRevenueColumnAmt
Exclusion$6,989ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$671,678TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$41,620ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$114,709TotalAmt
Program Services$91,767ProgramServicesAmt
Management And General$11,471ManagementAndGeneralAmt
Fundraising$11,471FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$81,035TotalAmt
Program Services$69,632ProgramServicesAmt
Management And General$4,287ManagementAndGeneralAmt
Fundraising$7,116FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,056TotalAmt
Program Services$13,238ProgramServicesAmt
Management And General$1,293ManagementAndGeneralAmt
Fundraising$1,525FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,890TotalAmt
Program Services$945ProgramServicesAmt
Management And General$189ManagementAndGeneralAmt
Fundraising$756FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,518TotalAmt
Management And General$5,518ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,614TotalAmt
Program Services$1,453ProgramServicesAmt
Fundraising$161FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,512TotalAmt
Program Services$10,884ProgramServicesAmt
Fundraising$3,628FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$19,792TotalAmt
Program Services$15,348ProgramServicesAmt
Management And General$907ManagementAndGeneralAmt
Fundraising$3,537FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,609TotalAmt
Program Services$2,087ProgramServicesAmt
Management And General$261ManagementAndGeneralAmt
Fundraising$261FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
OUTREACH$2,310$1,358$952
PROVISION-CREDIT LOSSES$1,671$1,671

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$261,716TotalAmt
Program Services$208,383ProgramServicesAmt
Management And General$23,926ManagementAndGeneralAmt
Fundraising$29,407FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$776,077BOYAmt
EOY$226,241EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$52,118EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$90,932BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$169,413BOYAmt
EOY$666,567EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$197,341BOYAmt
EOY$1,083,638EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$287,170BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,520,933BOYAmt
EOY$2,028,564EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$14,500BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$4,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$42,930BOYAmt
EOY$5,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$57,430BOYAmt
EOY$9,500EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,463,503BOYAmt
EOY$1,863,872EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
EOY$155,192EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,463,503BOYAmt
EOY$2,019,064EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,520,933BOYAmt
EOY$2,028,564EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$409,962ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$31,302NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$114,297PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$507,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$335,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$478,004CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$686,023CurrentTaxYearMinus1YearAmt
Current Tax Year$630,058CurrentTaxYearAmt
Total$2,636,858TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$507,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$335,176CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$478,004CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$686,023CurrentTaxYearMinus1YearAmt
Current Tax Year$630,058CurrentTaxYearAmt
Total$2,636,858TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$294,826SubstantialContributorsTotAmt
Public Support Total170$2,342,032PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$8,281CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,289CurrentTaxYearMinus1YearAmt
Current Tax Year$34,632CurrentTaxYearAmt
Total$63,202TotalAmt
FieldValueIRS element (for citing)
Total Support$2,700,060TotalSupportAmt
Public Support CY1700.86740PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescREFUNDABLE GUARANTOR DEPOSITDesc
Amt$5,500Amt
FieldValueIRS element (for citing)
Total Liability$5,500TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A PUBLIC CHARITY AND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE EXCEPT FOR TAXES ON NET UNRELATED BUSINESS INCOME. SINCE THE ORGANIZATION HAS NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED DECEMBER 31, 2024, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES HAVE BEEN MADE. IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, THE ORGANIZATION EVALUATES ANNUALLY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BY APPLYING A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION. MANAGEMENT EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IS HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF ACTIVITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2SELWYN ISAKOW AND HILARY ISAKOW HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE BOARD FOR ACCURACY AND COMPLETENESS.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING PARTIES TO FURNISH A DISCLOSURE STATEMENT UPON BECOMING A COVERED PARTY AND AT REELECTION OF TERMS, AS APPLICABLE. ALL COVERED PARTIES ARE REQUIRED TO FURNISH AN UPDATED DISCLOSURE STATEMENT PRIOR TO ENGAGING IN ANY POTENTIAL CONFLICT OF INTEREST SITUATION.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS SET BY THE COMPENSATION, GOVERNANCE AND NOMINATIONS COMMITTEE AND IS THEN APPROVED BY THE BOARD. COMPENSATION DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE MEETING IN WHICH THE DECISION WAS MADE. TO AID IN DETERMINING COMPENSATION, NONPROFIT INDUSTRY SURVEYS ARE USED TO ENSURE COMPARABILITY FOR SIMILAR POSITIONS THROUGHOUT THE REGION.
FORM 990, PART VI, SECTION C, LINE 19NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION FORMED A FINANCE COMMITTEE TO REVIEW THE FINANCIAL COMPILATION.

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