CAS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAS FOUNDATION INC (EIN 48-1292269)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349106743
- 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 Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:20:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 CLOVERFIELD BOULEVARD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904044007 | 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 | 481292269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASF | BusinessNameControlTxt |
| Phone | 3103948715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 21ST STREET | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904022436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY J MELTZNER | PersonNm |
| Person Title | CEO AND DIRECTOR | PersonTitleTxt |
| Phone | 3103948715 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIDNEY | PersonFirstNm |
| Person Last | MELTZNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA KARLA LUNA | PreparerPersonNm |
| PTIN | P01243355 | PTIN |
| Phone | 3108289798 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $9,557,959 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,311 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,311 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,236,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,228,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,236,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,370,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,370,495 | 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 | $12,391 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,391 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,063 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $451,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $451,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $900,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,370,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $433,620 | CashBOYAmt |
| Cash EOY | $3,226,606 | CashEOYAmt |
| Cash EOYFMV | $3,226,607 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,051,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,892,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,902,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $104,756 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,162,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,350,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,428,769 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,674,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,575,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,557,959 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $34,227 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $34,227 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $34,227 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,227 | 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 | $9,640,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,540,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,640,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,540,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,674,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,575,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,640,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $900,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,540,826 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,540,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 68,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-06-10 | $1,343,030 | $844,378 | $498,652 | $498,652 |
| 15,220 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-06-11 | $319,080 | $184,709 | $134,371 | $134,371 |
| 10,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-06-18 | $212,501 | $120,548 | $91,953 | $91,953 |
| 10,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-06-23 | $204,901 | $121,691 | $83,210 | $83,210 |
| 10,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-06-24 | $230,520 | $110,942 | $119,578 | $119,578 |
| 10,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-07-08 | $256,714 | $138,586 | $118,128 | $118,128 |
| 549 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-10-19 | $13,757 | $7,627 | $6,130 | $6,130 |
| 10,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-12-21 | $243,812 | $138,984 | $104,828 | $104,828 |
| 1,500,000 WELLS FARGO & CO NEW DEP SHS | P | 2015-09-08 | 2020-12-15 | $37,500 | $37,500 | $0 | $0 |
| 1,150 BOA | P | 2015-01-20 | 2020-01-27 | $28,750 | $28,750 | $0 | $0 |
| 15,000 SHS, LAKELAND INDS INC. | P | 2019-01-01 | 2020-02-27 | $291,893 | $258,778 | $33,115 | $33,115 |
| FRANKLIN TEMPLETON - LT CAPITAL GAIN DISTRIBUTION | P | 2019-01-01 | 2020-06-29 | $46,300 | $46,300 | $46,300 | |
| CASH IN LIEU - RAYTHEON TECHS CORP | P | 2019-01-01 | 2020-04-29 | $46 | $46 | $46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,236,311 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,050 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,050 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,050 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | 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 | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $16,556 | 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 | BPM LLP | IndividualWithBooksNm |
| Phone | 3108289798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 CLOVERFIELD BLVD | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904044007 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SIDNEY J MELTZNER | ||||||||
| 404 21ST STREET | SANTA MONICA | CA | 904022436 | CEO AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLE J MELTZNER | ||||||||
| 404 21ST STREET | SANTA MONICA | CA | 904022436 | SECRETARY AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARON MELTZNER | ||||||||
| 404 21ST STREET | SANTA MONICA | CA | 904022436 | TREASURER AND DIRECTOR | 1.00 | $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 | $6,207,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,107,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,315,127 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,315,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,190,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,050 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,050 | TotalTaxAmt |
| Distributable Before Adj | $390,470 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $390,470 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $390,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,404 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,404 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $465,404 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $296,628 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,404 | QualifyingDistributionsAmt |
| Applied To Year1 | $296,628 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,776 | 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 | $221,694 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SIDNEY J MELTZNER | ContributingManagerNm |
| Contributing Manager | CAROLE J MELTZNER | ContributingManagerNm |
| Contributing Manager | ARON MELTZNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY OF JEWISH RELIGION | ||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | ACADEMIC RESEARCH | $4,500 | |
| ALZHEIMER'S GREATER LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | ALZHEIMER RESEARCH | $1,000 | |
| AMERICAN FRIENDS MAGEN DAVID ADOM | ||||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | MEDICAL VOLUNTEERING | $6,000 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 16633 VENTURA BLVD 715 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAM | $4,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 11766 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | NONE | PUBLIC CHARITY | PARKINSONS RESEARCH | $1,000 | |
| AMERICAN VALUES | ||||||||
| 2800 SHIRLINGTON RD STE 950 | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 10495 SANTA MONICA BOULEVARD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,500 | |
| B'NAI BRITH | ||||||||
| 2020 K ST NEW 7TH FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | HUMANITARIAN RIGHTS | $2,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 | |
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | MEDIA MONITORING | $5,000 | |
| CLASSICAL KUSC | ||||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | CLASSICAL MUSIC | $1,500 | |
| DISABLED AMERICAN VETERANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | SOCIAL SERVICES FOR VETERANS | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | MEDICAL CHARITY | $1,000 | |
| EISENHOWER MEDICAL CENTER FOUNDATION | ||||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | MEDICAL PROGRAMS | $1,000 | |
| FAR WEST USY | ||||||||
| 15840 VENTURA BLVD 200 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| GIFT OF LIFE | ||||||||
| 401 NORTH 3RD STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | ORGAN AND TISSUE PROGRAM | $3,000 | |
| HADASSAH | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | TEACHING AND RESEARCH INFORMATION | $2,000 | |
| HILLEL OF SAN DIEGO | ||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATIONAL OUTREACH PROGRAMS | $1,000 | |
| HONEST REPORTING | ||||||||
| 10024 SKOKIE BLVD SUITE 201 | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | MEDIA WATCHDOG | $1,500 | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | ||||||||
| 3300 SOUTH FEDERAL ST | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $2,500 | |
| JEWISH FAMILY SERVICE LA - SOVA | ||||||||
| 16439 VANOWEN STREET | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $9,000 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | ||||||||
| 305 7TH AVENUE 19TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PERSERVING LEGACY OF HOLOCAUST SURVIVORS | $1,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | EDUCATIONAL OUTREACH PROGRAM | $2,000 | |
| KEHILLAT MA'ARAV | ||||||||
| 1715 21ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | SCHOLARSHIPS, RELEIF AND EDUCATION PROGRAMS | $300,000 | |
| KESHET | ||||||||
| 284 AMORY ST | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | JEWISH COMMUNITY OUTREACH PROGRAMS | $1,000 | |
| LEUKEMIA-LYMPHOMA SOCIETY | ||||||||
| 4929 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | LEUKEMIA-LYMPHOMA RESEARCH | $1,000 | |
| LOS ANGELES JEWISH HOME | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | SENIOR PROGRAM | $4,000 | |
| MACCABI SPORTS USA | ||||||||
| 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | JEWISH ENRICHMENT PROGRAM | $4,000 | |
| MCHENRY COUNTY JEWISH CONGREGATION | ||||||||
| 8617 RIDGEFIELD ROAD | CRYSTAL LAKE | IL | 60012 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| MEALS ON WHEELS WEST | ||||||||
| 1823 MICHIGAN AVE | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | PROVIDE MEALS FOR ELDERLY/DISABLE | $2,500 | |
| METROPOLITAN OPERA FUND | ||||||||
| PO BOX 930 | NEW YORK | NY | 10133 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| MICHAEL FOX FOUNDATION | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | PARKINSONS RESEARCH | $500 | |
| MILKEN COMMUNITY HIGH SCHOOL | ||||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $25,000 | |
| MORGAN WIXSON THEATER | ||||||||
| 2627 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | CHILDREN THEATER PROGRAM | $2,000 | |
| NACOEJ | ||||||||
| 255 WEST 36TH ST SUITE 701 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $1,500 | |
| NATIONAL CHILDREN CANCER SOCIETY | ||||||||
| ONE SOUTH MEMORIAL DRSTE 800 | ST LOUIS | MO | 63102 | NONE | PUBLIC CHARITY | CANCER RESEARCH | $3,500 | |
| NATIVE AMERICAN HERITAGE ASSN | ||||||||
| 830 JOHN MARSHALL HIGHWAY SUITE F | FRONT ROYAL | VA | 22630 | NONE | PUBLIC CHARITY | MUSEUM GENERAL FUND | $1,000 | |
| OPICA | ||||||||
| 11759 MISSOURI AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | ADULT MEMORY LOSS CARE | $2,000 | |
| PBS SOCAL | ||||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | PUBLIC CHARITY | PUBLIC BROADCAST PROGRAMS | $2,000 | |
| QUEENS COLLEGE FOUNDATION | ||||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | NONE | PUBLIC CHARITY | EUDCATIONAL PROGRAMS | $500 | |
| SALVATION ARMY | ||||||||
| 1518 W 11TH STREET | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $1,500 | |
| SANTA MONICA CONSERVATORY | ||||||||
| PO BOX 653 | SANTA MONICA | CA | 90406 | NONE | PUBLIC CHARITY | PRESERVATION | $1,000 | |
| SHARE OUT STRENGTH | ||||||||
| 733 15TH STREET NW STE 640 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| ST JOHNS HEALTH CENTER | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | MEDICAL CHARITY | $1,000 | |
| STAND WITH US | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | ISRAEL EDUCATION | $3,600 | |
| STUDENT TELEVISION NETWORK | ||||||||
| PO BOX 2752 | CARLSBAD | CA | 92018 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| THE BROAD STAGE | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | |
| THE MULTIPLE SCLEROSIS ASSOC OF AMERICA | ||||||||
| 706 HADDONFIELD RD | CHERRY HILL | NJ | 08002 | NONE | PUBLIC CHARITY | VITAL SERVICES AND SUPPORTMEDICAL RESEARCH | $1,000 | |
| THE NATIONAL MULTIPLE SCLEROSIS | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | MULTIPLE SCLEROSIS RESEARCH | $1,000 | |
| THE SCHECHTER INSTITUTE | ||||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | NONE | PUBLIC CHARITY | INVESTIGATIVE JOURNALISM | $5,000 | |
| USO WORLD HEADQUARTERS | ||||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | MILITARY SUPPORT PROGRAMS | $1,000 | |
| VISTA DEL MAR | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | MENTAL HEALTH SERVICES FOR CHILDREN | $2,000 | |
| WORLD JEWISH CONGRESS | ||||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,800 | |
| ZIONIST ORGANIZATION OF AMERICA | ||||||||
| 4 EAST 34TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| DR LUCY JONES CTR FOR SCIENCE & SOCIETY | ||||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | |
| SUPPORT MET BROADCAST | ||||||||
| THE METROPOLITAN OPERA LINCOLN | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | CENTER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $451,900 | 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 | $1,311 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,236,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,370,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,370,495 | 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 FEES | CategoryTxt |
| Amt | $12,391 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,391 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $104,756 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,892,993 | EOYBookValueAmt |
| EOYFMV | $4,902,583 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,350,698 | BookValueAmt |
| EOYFMV | $1,428,769 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & MISC | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SIDNEY MELTZNER | Desc |
| BOY Book Value | $34,227 | BOYBookValueAmt |
| EOY Book Value | $34,227 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $4,376 | $0 | $0 |
| CALIFORNIA FILING FEES | $10 | $0 | $10 |
| FOREIGN TAXES | $1,053 | $0 | $1,053 |
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