SHEILA DAVE AND SHERRY GOLD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHEILA DAVE AND SHERRY GOLD FOUNDATION (EIN 95-4636060)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349109084
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:04:07-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marina Pointe LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7477 W LAKE MEAD BLVD STE 170 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89128 | 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 | 954636060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sheila Dave & Sherry Gold Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Jeff Gold | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON UDKOFF | InCareOfNm |
| Business Name Control | SHEI | BusinessNameControlTxt |
| Phone | 3104915925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 Laurel Canyon Blvd 139 | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Gold | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104915925 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jeff | PersonFirstNm |
| Person Last | Gold | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Moskal | PreparerPersonNm |
| PTIN | P00844033 | PTIN |
| Phone | 6312450530 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $64,191,685 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,345,085 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $227,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227,574 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,141,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,139,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,991,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,044 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,503 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,503 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,766,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,420,039 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,646 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $16,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,587 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,120,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,120,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,142,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,120,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,624,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,403,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,165,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,475,608 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,475,608 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $19,900,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $19,900,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $19,900,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,285,616 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,207,408 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,273,905 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,000,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,022,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,224,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,930,104 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,987,229 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $6,745,438 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,532,543 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,532,543 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,421,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,045,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,191,685 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $150 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $150 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $60,421,027 | CapitalStockBOYAmt |
| Capital Stock EOY | $64,045,513 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,421,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,045,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,421,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,045,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,421,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,624,486 | ExcessRevenueOverExpensesAmt |
| Subtotal | $64,045,513 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $64,045,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 217,000 US TREASURY NOTES | P | 2020-01-22 | 2020-02-05 | $220,755 | $220,383 | $372 | $372 |
| 200,000 US TREASURY NOTES | P | 2020-02-05 | 2020-04-16 | $207,164 | $199,648 | $7,516 | $7,516 |
| 55,000 MARYLAND ST LOC FACS | P | 2020-03-24 | 2020-06-01 | $63,301 | $59,589 | $3,712 | $3,712 |
| 125,000 SPRING BRANCH TEX INDPT SCH | P | 2020-04-16 | 2020-06-04 | $140,584 | $138,270 | $2,314 | $2,314 |
| 102,000 CVS HEALTH CORP SR GLBL NT | P | 2019-12-09 | 2020-08-28 | $110,095 | $105,559 | $4,536 | $4,536 |
| 80,000 US TREASURY NOTES | P | 2020-08-28 | 2020-10-23 | $82,200 | $82,218 | -$18 | -$18 |
| 130,000 DUPONT DE NEMOURS INC GLBL N | P | 2020-09-16 | 2020-12-22 | $132,032 | $131,776 | $256 | $256 |
| 200,000 FORD MOTOR CREDIT CO LLC | P | 2017-11-21 | 2020-01-09 | $200,000 | $200,000 | ||
| 200,000 PACCAR FINANCIAL CORP | P | 2018-11-09 | 2020-03-04 | $204,448 | $199,948 | $4,497 | $4,500 |
| 150,000 UNITED TECHNOLOGIES CORP SR | P | 2018-11-09 | 2020-03-04 | $154,883 | $149,249 | $5,291 | $5,634 |
| 150,000 CAPITAL ONE FINL CORP | P | 2017-11-21 | 2020-03-11 | $149,981 | $150,009 | -$28 | -$28 |
| 230,000 US TREASURY | P | 2019-04-05 | 2020-05-19 | $237,331 | $224,942 | $10,755 | $12,389 |
| 200,000 AT&T INC | P | 2017-11-21 | 2020-05-30 | $200,000 | $199,788 | $159 | $212 |
| 200,000 NEW JERSEY ECONOMIC DEV AUT | P | 2019-01-07 | 2020-06-15 | $200,000 | $200,000 | ||
| 65,000 APACHE CORP | P | 2019-07-19 | 2020-08-19 | $66,300 | $65,619 | $681 | $681 |
| 250,000 CAPITAL ONE CC SERIES 2017-4 | P | 2017-11-21 | 2020-09-15 | $250,000 | $249,063 | $937 | $937 |
| 190,000 GENERAL ELECTRIC CAP COR | P | 2020-09-16 | $190,000 | $189,949 | $51 | ||
| 250,000 DISCOVER SERIES 2015-4 CL A | P | 2017-11-21 | 2020-10-15 | $250,000 | $250,439 | -$439 | -$439 |
| 65,000 US TREASURY NOTES | P | 2019-08-16 | 2020-10-23 | $66,955 | $65,208 | $1,747 | $1,747 |
| 125,000 EXELON GENERATION CO LLC | P | 2019-09-10 | 2020-11-13 | $131,186 | $128,496 | $2,690 | $2,690 |
| 200,000 BANK OF MONTREAL FR | P | 2018-04-23 | 2020-12-03 | $202,012 | $199,122 | $2,819 | $2,890 |
| 75,000 GENERAL DYNAMICS CORP SR | P | 2018-05-08 | 2020-12-22 | $75,784 | $74,479 | $1,277 | $1,305 |
| 53,000 CVS HEALTH CORP SR GLBL NT | P | 2019-12-09 | 2020-12-23 | $56,756 | $54,617 | $2,139 | $2,139 |
| 109,934.04 FEDERATED HERMES INSTL | P | 2020-07-31 | 2020-09-18 | $109,989 | $110,000 | -$11 | -$11 |
| 19,780,120.933 FEDERATED HERMES INSTL | P | 2020-08-17 | 2020-09-18 | $19,790,011 | $19,791,989 | -$1,978 | -$1,978 |
| 19,992,003.199 FEDERATED HERMES INSTL | P | 2020-08-17 | 2020-10-30 | $20,000,000 | $20,003,998 | -$3,998 | -$3,998 |
| 2,902,938.83 FEDERATED HERMES INSTL | P | 2020-08-17 | 2020-12-22 | $2,903,519 | $2,904,681 | -$1,162 | -$1,162 |
| 2,645.337 FEDERATED HERMES INSTL | P | 2020-08-31 | 2020-12-22 | $2,646 | $2,647 | -$1 | -$1 |
| 4,295.992 FEDERATED HERMES INSTL | P | 2020-09-30 | 2020-12-22 | $4,297 | $4,298 | -$1 | -$1 |
| 89,519.961 FEDERATED HERMES INSTL | P | 2020-10-09 | 2020-12-22 | $89,538 | $89,556 | -$18 | -$18 |
| 500,000 BANK OF AMERICA CORP | P | 2010-12-07 | 2020-12-10 | $500,000 | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,508 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,508 | SubtotalAmt |
| Tax Based On Investment Income | $19,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,725 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $47,725 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $28,217 | OverpaymentAmt |
| Applied To ES Tax | $28,217 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON UDKOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104915925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFF GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HOWARD GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KAREN SCHIFFER | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,654,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,450,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,349,919 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,455,127 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,455,127 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $921,827 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,533,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,026,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,026,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,508 | TotalTaxAmt |
| Distributable Before Adj | $3,007,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,007,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,007,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,120,075 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,120,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,120,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,007,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $310,049 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,120,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $422,967 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,697,108 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $310,049 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $310,049 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $422,967 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $422,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $422,967 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (193 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Flr | New York | NY | 10004 | NONE | PC | SUPPORT OF civil liberties | $25,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 800 SOUTH FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT OF CHILD MENTORING | $30,000 | |
| A Place Called Home | ||||||||
| 2830 S Central Avenue | LOS ANGELES | CA | 90011 | NONE | PC | education, counseling and mentorship of underpriviledged children | $35,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 6505 WILSHIRE BLVD STE 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MILITARY SERVICE MEMBERS | $1,775 | |
| HADASSAH SO CALIFORNIAMEDICAL RESEARCH | ||||||||
| 10495 W SANTA MONICA BLVD 110 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $20,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 1919 SANTA MONICA BLVD SUITE 400 | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF HEALTH SERVICES | $30,000 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHILD MENTORING | $10,000 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PC | GRANTS FOR HOME LOANS | $5,000 | |
| JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | SUPPORT OF CLINICAL AND HOSPICE SERVICES | $20,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | SUPPORT OF PREVENTION OF MASS ATROCITIES IN THE SUDAN & CONGO | $40,000 | |
| Youth Emerging Stronger | ||||||||
| PO Box 988 | Los Angeles | CA | 90028 | NONE | PC | Support of underpriviledged youth. | $3,000 | |
| MEALS ON WHEELS | ||||||||
| 1823 MICHIGAN AVENUE | SANTA MONICA | CA | 90406 | NONE | PC | SUPPORT OF THE HOMEBOUND | $35,000 | |
| Aquarium of the Pacific | ||||||||
| 100 Aquarium Way | Long Beach | CA | 90802 | NONE | PC | SUPPORT OF pacific ocean, its inhabitants and ecosystems | $10,000 | |
| PUBLIC CITIZEN | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT OF CONSUMER ADVOCACY | $420,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF RAPE VICTIMS | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $35,000 | |
| UCLA - UNICAMP | ||||||||
| 900 HILGARD AVENUE STE 301 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF EDUCATION | $35,000 | |
| VISTA DEL MAR CHILD & FAMILY SERVICES | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | SUPPORT OF FAMILY SERVICES | $50,000 | |
| Nutritional Research Foundation | ||||||||
| 4 Walter E Foran Blvd | Flemington | NJ | 08822 | NONE | PC | Support of Clinical Research to evaluate impacts of nutrient-dense, plant-rich diets and their effects on disease. | $5,000 | |
| ARTS HIGH FOUNDATION | ||||||||
| 1149 South Hill Street | Los Angeles | CA | 90015 | NONE | PC | SUPPORT OF THE ARTS | $3,000 | |
| American Indian College Fund | ||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | NONE | PC | SUPPORT OF Education for Native American Indians | $10,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 Exposition Park Drive | Los Angeles | CA | 90037 | NONE | PC | SUPPORT OF SCIENCE EDUCATION | $140,000 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Flr | New York | NY | 10001 | NONE | PC | SUPPORT OF Human rights | $10,000 | |
| LOS ANGELES VALLEY COLLEGE FOUNDATION | ||||||||
| 5800 FULTON AVENUE | VALLEY GLEN | CA | 91401 | NONE | PC | SUPPORT OF EDUCATION | $7,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF GLOBAL HUMAN RIGHTS | $25,000 | |
| Best Buddies | ||||||||
| 100 Southeast Second St Ste 2200 | Miami | FL | 33131 | NONE | PC | SUPPORT OF Individuals with Disabilities | $5,000 | |
| THE POSSE FOUNDATION | ||||||||
| 515 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF HIGH SCHOOL STUDENTS WITH ACADEMIC & LEADERSHIP POTENTIAL | $75,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF PHILANTHROPY AND MANAGE RESOURCES FOR ADVANCEMENT OF UCLA | $35,000 | |
| WATER BUFFALO CLUB | ||||||||
| 12121 WILSHIRE BLVD STE 1201 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF UNDERSERVED YOUTH | $30,000 | |
| Camp Bob Waldorf Foundation | ||||||||
| 6505 Wilshire Blvd 600 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF Underpriviledged Children | $25,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $25,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $25,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT FOR HOMELESS WOMEN | $35,000 | |
| CharityWater | ||||||||
| 40 Worth Street Ste 330 | New York | NY | 10013 | NONE | PC | Provision of Water to Disadvanataged Communities | $5,000 | |
| HOLOCOST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON DC | DC | 20024 | NONE | PC | SUPPORT FOR MUSEUM TEACHING ABOUT THE HOLOCAUST | $7,000 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 W Sunset Blvd | Los Angeles | CA | 90027 | NONE | PC | SUPPORT OF Medical Services for Children | $30,000 | |
| LEO POLITI ELEMENTARY SCHOOL | ||||||||
| 2481 WEST 11TH STREET | LOS ANGELES | CA | 90006 | NONE | PC | SUPPORT OF EDUCATION | $3,500 | |
| Chrysalis | ||||||||
| 7395 N Palm Bluffs Ave Ste 106 | Fresno | CA | 93711 | NONE | PC | SUPPORT OF Adoption Services | $55,000 | |
| MATTHEW FORBES ROMER FOUNDATION | ||||||||
| 9858 GLADES ROAD | BOCA RATON | FL | 33434 | NONE | PC | SUPPORT OF MEDICAL RESEARCH FOR GENETIC BRAIN DISEASES | $5,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT TO ABOLISH HUNGER | $5,000 | |
| Didi Hirsh Mental Health Services | ||||||||
| 4760 S Sepulveda Blvd | Culver City | CA | 90230 | NONE | PC | SUPPORT OF Mental Health & Substance Abuse services for the poor | $40,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PC | SUPPORT FOR the prevention of racial injustice | $30,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 3886 | New York | NY | 10163 | NONE | PC | SUPPORT for ending gun violence | $3,000 | |
| Facing History & Ourselves | ||||||||
| 16 Hurd Road | Brookline | MA | 02445 | NONE | PC | SUPPORT OF Prevention of Racism, prejudice & antisemitism | $30,000 | |
| SIERRA CLUB | ||||||||
| 3435 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $10,000 | |
| ASPCA | ||||||||
| 424 E 92nd Street | New York | NY | 10128 | NONE | PC | Support for the prevention of cruelty to animals | $10,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street Ste 300 | Washington | DC | 20001 | NONE | PC | SUPPORT FOR the environment | $50,000 | |
| SPECIAL OLYMPICS | ||||||||
| 1600 FORBES WAY | LONG BEACH | CA | 90810 | NONE | PC | SUPPORT OF YEAR ROUND ATHLETIC TRAINING FOR THE HANDICAPPED | $20,000 | |
| Habitat for Humanity | ||||||||
| 8739 Artesia Blvd | Bellflower | CA | 90706 | NONE | PC | Support for building of housing for the poor | $20,000 | |
| Bayith Lepleitot Inc | ||||||||
| 1362 E 21 Street | Brooklyn | NY | 11210 | NONE | PC | SUPPORT OF homeless children | $3,500 | |
| Hope in a Suitcase | ||||||||
| 311 N Robertson Blvd | Beverly Hills | CA | 90211 | None | PC | Support for foster children | $15,000 | |
| Inner City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | Support for providing arts programs to underprivileged children | $5,000 | |
| Los Angeles Parks Foundation | ||||||||
| 11975 San Vicente Blvd | Los Angeles | CA | 90049 | None | PC | support for the preservation of Los Angeles Parks | $5,000 | |
| Los Angeles Waterkeeper | ||||||||
| 120 Broadway Ste 105 | Santa Monica | CA | 90401 | None | PC | Support for preservation of Santa Monica Bay, San Pedro Bay & the adjacent waters | $25,000 | |
| Millenium Promise | ||||||||
| 475 Riverside Drive Ste 239 | New York | NY | 10115 | None | PC | support for the poor | $25,000 | |
| Museum of Tolerance | ||||||||
| 9786 W Pico Blvd | Los Angeles | CA | 90035 | None | PC | Support of education related to understanding the Holocaust | $15,000 | |
| National Multiple Sclerosis Society | ||||||||
| PO Box 4527 | New York | NY | 10163 | None | PC | Support of medical reserach for multiple sclerosis | $7,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 80302 | None | PC | Support of Legal services for Indian Tribes | $8,000 | |
| One on One Outreach | ||||||||
| 638 W 119th St | Los Angeles | CA | 90044 | None | PC | Support for low income families in South Central Los Angeles | $3,000 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Flr | New York | NY | 10038 | None | PC | Support of health care & sex education | $15,000 | |
| Quilts for Kids | ||||||||
| 494 Lincoln Highway | Fairless Hills | PA | 19030 | None | PC | Support for children with life-threatening illnesses | $7,000 | |
| The Elie Wiesel Foundation for Humanity | ||||||||
| 555 Madison Ave 20th Flr | New York | NY | 10022 | None | PC | Support of youth sponsored programs to combat indifference, intolerance & injustice | $15,000 | |
| The Giving Spirit | ||||||||
| 11693 San Vicente Blvd 113 | Los Angeles | CA | 90049 | None | PC | Support for the homeless | $50,000 | |
| The Richard Dawkins Foundation for Reason & Scienc | ||||||||
| 1012 14th St Ste 205 | Washington | DC | 20005 | None | PC | Support of Scientific Literacy | $10,000 | |
| UCLA - Jonsson Cancer Center Foundation | ||||||||
| 8-684 Factor Building | Los Angeles | CA | 90095 | None | PC | Support of Medical Research | $10,000 | Box 751781 |
| UCLA - Stem Cell Research | ||||||||
| Box 957357 | Los Angeles | CA | 90095 | None | PC | Support of Stem Cell Research | $20,000 | |
| Fairness & Accuracy in Reporting | ||||||||
| 124 W 30th St Ste 201 | New York | NY | 10001 | None | PC | Support of independent public broadcasting | $30,000 | |
| JARC | ||||||||
| 30301 Northwestern Highway Ste 10 | Farmington Hills | MI | 48334 | None | PC | Support of individuals with disabilities. | $3,000 | |
| Jewish Family Services | ||||||||
| 3580 Wilshire Blvd Ste 700 | Los Angeles | CA | 90010 | None | PC | Support of poor and disadvantaged individuals. | $25,000 | |
| Kumpi Mayu Foundation | ||||||||
| 65 Sunset Lane | Berkeley | CA | 94708 | None | PC | Support of providing clean water globally. | $2,000 | |
| Los Angeles Fire Department Foundation | ||||||||
| 1875 Century Park East Ste 200 | Los Angeles | CA | 90067 | None | PC | Support of LA Fire Department. | $3,000 | |
| Sustainable Markets Foundation | ||||||||
| 45 West 36th Street | New York | NY | 10018 | None | PC | Support of the Environment. | $25,000 | |
| The Midnight Mission | ||||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | None | PC | Support for the homeless. | $25,000 | |
| The People Concern | ||||||||
| 2116 Arlington Ave Ste 100 | Los Angeles | CA | 90018 | None | PC | Support of housing for the disadvantaged. | $2,000 | |
| UCLA Foundation - Sound Body Sound Mind | ||||||||
| 11100 Santa Monica Blvd Ste 1910 | Los Angeles | CA | 90025 | None | PC | Support of prevention and treatment of childhood obesity. | $20,000 | |
| UCLA Foundation - People Animal Connection | ||||||||
| 10945 Le Conte Ave Ste 3132 | Los Angeles | CA | 90095 | None | PC | Support of animal companionship for terminally ill children and adults. | $1,500 | |
| UCLA Foundaiton - UES Fund | ||||||||
| 330 Charles E Young Drive North | Los Angeles | CA | 90095 | None | PC | Support of Education. | $15,000 | |
| UCLA Gallactic Center Group | ||||||||
| 430 Portola Plaza | Los Angeles | CA | 90095 | None | PC | Support of scientific research. | $5,000 | |
| Venice Family Clinic | ||||||||
| 604 Rose Avenue | Venice | CA | 90291 | None | PC | Support of Medical Care for the Poor | $25,000 | |
| Heal the Bay | ||||||||
| 1444 9th Street | Santa Monica | CA | 90401 | None | PC | Support of a Healthy Marine Ecosystem | $20,000 | |
| Muscular Dystrophy Association | ||||||||
| 11 E 44th Street 17th Floor | New York | NY | 10017 | None | PC | Support of Medical Research | $10,000 | |
| 826LA | ||||||||
| 1714 W Sunset Blvd | Los Angeles | CA | 90026 | None | PC | Educational support for children and their writing skills. | $15,000 | |
| A New Way of Life Reentry Project | ||||||||
| PO Box 875288 | Los Angeles | CA | 90087 | None | PC | Support of formerly incarcerated people. | $20,000 | |
| Access Books | ||||||||
| PO Box 64951 | Los Angeles | CA | 90064 | None | PC | Providing books to inner city children. | $10,000 | |
| Alexandria House | ||||||||
| 426 S Alexandria Avenue | Los Angeles | CA | 90020 | none | PC | Provision of housing for impoverished women and children. | $25,000 | |
| Chai Lifeline | ||||||||
| 151 W 30th Street | New York | NY | 10001 | none | PC | Support for seriously ill children and their families. | $3,000 | |
| Coaching Corps | ||||||||
| 310 8th Street Ste 300 | Oakland | CA | 94607 | none | PC | Support of volunteer coaches for underpriviledged youth. | $3,000 | |
| Community Justice Reform Coalition | ||||||||
| PO Box 29198 | San Francisco | CA | 94129 | None | PC | Gun violence prevention and criminal justice reform in urban communities of color. | $4,000 | |
| Consumer Reports | ||||||||
| 101 Truman Avenue | Yonkers | NY | 10703 | None | PC | Support of consumer's rights in the community. | $10,000 | |
| Dignity & Power Now | ||||||||
| 3655 South Grand Avenue Ste 240 | Los Angeles | CA | 90007 | None | PC | Support for incarcerated individuals, their families and communities. | $7,000 | |
| Earth Island Institute | ||||||||
| 2150 Allston Way Ste 460 | Berkeley | CA | 94704 | None | PC | Support for the environment. | $15,000 | |
| Instituto De Educacion Popular Del Sur De CA | ||||||||
| 1565 W 14th Street | Los Angeles | CA | 90015 | None | PC | Support of education for immigrants in their communities. | $5,000 | |
| East Yard Communities for Environmental Justice | ||||||||
| 6420 Wilshire Blvd Ste 700 | Los Angeles | CA | 90048 | None | PC | Support for communities suffering from industrial pollution. | $8,000 | |
| Foundation for Craniofacial Surgery | ||||||||
| 15332 Antioch Street Ste 807 | Pacific Palisades | CA | 90272 | None | PC | Medical support for children with facial birth defects and deformities. | $10,000 | |
| Friendship Circle | ||||||||
| 6892 West Maple Road | West Bloomfield | MI | 48322 | none | PC | Support for individuals with special needs. | $3,000 | |
| Human Rights First | ||||||||
| 75 Broad Street 31st Floor | New York | NY | 10004 | none | PC | Support of human rights. | $20,000 | |
| Impacto - Proyecto Pastoral | ||||||||
| 135 N Mission Road | Los Angeles | CA | 90033 | None | PC | Support of underpriviledged youth. | $15,000 | |
| Inner City Struggle | ||||||||
| 3467 Whittier Blvd | Los Angeles | CA | 90023 | none | PC | Support of healthy, safe and nonviolent communities in Eastside Los angeles. | $5,000 | |
| Inside Out Writers | ||||||||
| 1212 N Vermont Ave 2nd Flr | Los Angeles | CA | 90029 | None | PC | Reduction of juvenile recidivism through support of current and formerly incarcerated youth. | $4,000 | |
| Legal Services for Prisoners with Children | ||||||||
| 4400 Market Street | Oakland | CA | 94608 | None | PC | Support for the human and civil rights of incarcerated people, their families and communities. | $5,000 | |
| Los Angeles Community Action Network | ||||||||
| 838 E 6th Street | Los Angeles | CA | 90021 | None | PC | Support for the poor. | $50,000 | |
| Museum of Social Justice | ||||||||
| 115 Paseo de La Plaza | Los Angeles | CA | 90012 | None | PC | Support of social justice reform. | $4,000 | |
| Little Kids Rock | ||||||||
| 271 Grove Avenue Bldg E-2 | Verona | NJ | 07044 | None | PC | Support of music education for children. | $15,000 | |
| Our Children's Trust | ||||||||
| PO Box 5181 | Eugene | OR | 97405 | None | PC | To protect the Earth's atmosphere and natural systems for present and future generations. | $40,000 | |
| Partners for Progressive Israel | ||||||||
| 601 West 26th Street Ste 325 | New York | NY | 10001 | None | PC | Support for peace between Israel and its neighbors. | $3,000 | |
| Southern California Library | ||||||||
| 6120 S Vermont Avenue | Los Angeles | CA | 90044 | None | PC | To make accessible histories of struggles that challenge racism and other systems of oppression to promote freedom. | $6,000 | |
| Liberty Hill Foundation | ||||||||
| 6420 Wilshire Blvd Ste 700 | Los Angeles | CA | 90048 | none | PC | Support for social justice in Los Angeles. | $15,000 | |
| Take Heart Foundation | ||||||||
| 1990 South Bundy Drive Ste 200 | Los Angeles | CA | 90025 | None | PC | Medical support for the people of Sudan. | $5,000 | |
| UCLA Foundation - Ronald Reagan Med Ctr | ||||||||
| 757 Westwood Plaza | Los Angeles | CA | 90024 | None | PC | Support of medical research. | $25,000 | |
| Westside Food Bank | ||||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | None | PC | To provide food for the poor. | $25,000 | |
| Action Against Hunger | ||||||||
| One Whitehall Street 2nd Flr | New York | NY | 10004 | none | PC | Support for malnourished children. | $25,000 | |
| Allies For Every Child | ||||||||
| 5721 W Slauson Ave | Culver City | CA | 90230 | none | PC | Supporting and cultivating conditions for children to succeed in life. | $20,000 | Suite 140 |
| Archangel Ancient Tree Archive | ||||||||
| 16884 Front St | Copemish | MI | 49625 | none | PC | Support for locating and propagating the world's largest and most iconic trees. | $3,000 | |
| Astraea Lesbian Foundation For Justice | ||||||||
| 116 East 16th Street | New York | NY | 10003 | none | PC | Support programs and initiatives led by and for diverse constituencies, prioritizing lesbians. | $5,000 | 7th Floor |
| Bet Tzedek | ||||||||
| 3250 wilshire Blvd | Los Angeles | CA | 90010 | none | PC | Support for providing free legal aid to low-income workers and seniors. | $25,000 | 13th Floor |
| Brady Center to Prevent Gun Violence | ||||||||
| 840 First Street | Washington | DC | 20002 | none | PC | Support in combating gun violence. | $8,000 | NE Suite 400 |
| Court Appointed Special Advocates | ||||||||
| 100 West Harrison Street | Seattle | WA | 98119 | none | PC | Support of children's legal rights. | $10,000 | North Tower Suite 500 |
| California Community Foundation | ||||||||
| 221 S Figueroa St | Los Angeles | CA | 90012 | none | PC | Support for the productivity, health, and well-being of the Los Angeles community. | $3,000 | Suite 400 |
| Commonweal | ||||||||
| PO Box 316 | Bolinas | CA | 94924 | none | PC | Support health, art, education, and justice aid to the community. | $2,000 | |
| Communities For A Better Environment | ||||||||
| 6325 Pacific Boulevard | Huntington Park | CA | 90255 | none | PC | Support in preventing and reducing pollution and establishing a healthy community and environment in low income communities. | $10,000 | Suite 300 |
| Community Partners For Los Angeles Walks | ||||||||
| 800 Wilshire Blvd | Los Angeles | CA | 90017 | none | PC | Support for training and mobilizing residents to advocate for safe walking enviroments in Los Angeles neighborhoods. | $5,000 | Suite 200 |
| Community Partners for Stepping Forward LA | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | none | PC | Support for youth peer advocacy and mentoring programs. | $10,000 | |
| Critical Resistance | ||||||||
| 1904 Franklin Street | Oakland | CA | 94612 | none | PC | Support for providing food, shelter, and freedom to the community to end the Prison Industrial Complex. | $10,000 | Suite 504 |
| Democracy Now | ||||||||
| PO Box 1838 | New York | NY | 10113 | none | PC | Support of daily independent news broadcasts. | $35,000 | |
| Environmental Working Group | ||||||||
| 1436 U St NW | Washington | DC | 20009 | none | PC | Support to empower people to live healthier lives in a healthier environment. | $10,000 | Suite 100 |
| Freedom of the Press Foundation | ||||||||
| 601 Van Ness Ave | San Francisco | CA | 94102 | none | PC | Support to protect, defend, and empower public-interest journalism. | $5,000 | Suite E731 |
| Friends of The Earth | ||||||||
| 1101 15th Street NW | Washington DC | DC | 20005 | none | PC | Support to fight against corporations that endanger the health of people or the planet. | $15,000 | 11th Floor |
| Garden School Foundation | ||||||||
| 222 East Glenarm St | Pasadena | CA | 91106 | none | PC | Support in-depth garden based education for Los Angeles youth. | $3,000 | Suite B2 |
| Grassroots Global Justice | ||||||||
| 2000 14th St NW | Washington | DC | 20056 | none | PC | Support to promote climate justice, gender justice, and an end to war. | $3,000 | Suite 104 73768 |
| Indigenous Environmental Network | ||||||||
| PO Box 485 | Bemidji | MN | 56619 | none | PC | Support of environmental and economic justice issues. | $5,000 | |
| Inner City Law Center | ||||||||
| 1309 East 7th St | Los Angeles | CA | 90021 | none | PC | Support to provide free legal services to the poorest and most vulnerable residents of Los Angeles. | $5,000 | |
| Internet Archive | ||||||||
| 300 Funstun Avenue | San Francisco | CA | 94118 | none | PC | Support for providing a free digital library of content to the public. | $5,000 | |
| Kehillat Israel | ||||||||
| 16019 W Sunset Blvd | Pacific Palisades | CA | 90272 | none | PC | Support to promote diverse religious and spiritual worship. | $5,000 | |
| Kiss The Ground | ||||||||
| 2658 Griffith Park Blvd | Los Angeles | CA | 90039 | none | PC | Support for ecosystem regeneration to restore the health of soil, water, and the atmosphere. | $3,000 | 414 |
| LC and Lillie Cox Haven of Hope | ||||||||
| 696 San Ramon Valley Blvd | Danville | CA | 94526 | none | PC | Support for mentoring and serving emerging nontraditional enterprise leaders. | $1,500 | 194 |
| Los Angeles Food Policy Council | ||||||||
| 301 E 1st Street | Los Angeles | CA | 90012 | none | PC | Support to ensure food is healthy, affordable, fair and sustainable for all. | $10,000 | |
| National Women's Law Center | ||||||||
| 11 Dupont Circle NW 800 | Washington | DC | 20036 | none | PC | Support to aid in fighting for gender justice in courts, public policy, and society. | $3,000 | |
| NutritionFactsorg | ||||||||
| PO Box 11400 | Takoma Park | MD | 20913 | none | PC | Support in providing free education regarding non-commercial science-based public nutrition research. | $60,000 | |
| Pop Earth | ||||||||
| 17a Merrick Ave | Merrick | NY | 11566 | none | PC | Support to provide holistic health options to autistic individuals. | $5,000 | |
| Public Counsel | ||||||||
| 610 South Ardmore Avenue | Los Angeles | CA | 90005 | none | PC | Support to provide pro bono legal serivces to disadvantaged individuals. | $10,000 | |
| Saban Community Clinic | ||||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | none | PC | Support to provide clinic care to indivudals who are vulnerable and lack access to quality care. | $5,000 | |
| Social Justice Learning Institute | ||||||||
| 600 Centinela Ave | Inglewood | CA | 90302 | none | PC | Support to empower youth to rectify injustice. | $3,000 | |
| The Narrative Method | ||||||||
| 2222 Pico Blvd | Santa Monica | CA | 90405 | none | PC | Support to help diverse individuals connect with others through programs and workshops. | $5,000 | |
| Thousand Currents | ||||||||
| 1330 Broadway | Oakland | CA | 94612 | none | PC | Support to provide grassroots movements with food for underprivileged communities. | $3,000 | Ste 301 |
| Union of Concerned Scientists | ||||||||
| 2 Brattle Square | Cambridge | MA | 02138 | none | PC | Support to provide scientific news and information to the public. | $15,000 | |
| UUCT No More Deaths | ||||||||
| PO Box 40782 | Tuscon | AZ | 85717 | none | PC | Support to aid in abolishing death and suffering in the Mexico-US borderlands. | $3,000 | |
| Youth Justice Coalition | ||||||||
| 7625 S Central Ave | Los Angeles | CA | 90001 | none | PC | Support to challenge race, gender, and class discrimination in the Los Angeles county justice system. | $4,000 | |
| Alta Med Health Services | ||||||||
| 2040 Camfield Ave | Los Angeles | CA | 90040 | None | PC | Support of Medical Care Services | $25,000 | |
| A Well-Fed World | ||||||||
| 3936 South Semoran Blvd 271 | Orlando | FL | 32822 | None | PC | Support of plant-based food programs to provide international hunger relief. | $5,000 | |
| ACCE Institute | ||||||||
| 3655 S Grand Ave Suite 250 | Los Angeles | CA | 90007 | None | PC | To provide support for underserved communities. | $2,000 | |
| Alma Backyard Farms | ||||||||
| 1051 West Rosecrans Ave | Compton | CA | 90222 | None | PC | Support to provide the community with access to local and organically grown food at affordable prices. | $3,000 | |
| American Cancer Society | ||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | None | PC | Support of cancer research. | $300 | |
| American Economic Liberties Project | ||||||||
| 1440 G Street NW | Washington | DC | 20005 | None | PC | Support of policy changes in the anti-monopoly movement to address the crisis of concentrated economic power. | $3,000 | |
| Bob Baker Marionette Theater | ||||||||
| 4949 York Blvd | Los Angeles | CA | 90042 | None | PC | To support unique theatrical experiences via puppetry to educate, celebrate and rejuvenate the arts. | $2,000 | |
| Boys and Girls Club of Venice | ||||||||
| 2232 Lincoln Blvd | Venice | CA | 90291 | None | PC | Support programs and activities to establish a safe and stable place for children. | $7,000 | |
| Coalition for Educational Justice | ||||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | None | PC | To provide support for the fight against institutional racism and inequalities within the LA school system. | $3,000 | |
| Codepink | ||||||||
| 2010 Linden Ave | Venice | CA | 90291 | None | PC | To support the goal of ending war and establishing peace in the U.S. | $5,000 | |
| Community Partners for Gender Justice LA | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | None | PC | To support social justice for the transgender community. | $3,000 | |
| Community Partners for Mirror Memoirs | ||||||||
| PO Box 741265 | Los Angeles | CA | 90074 | None | PC | To support the healing of LGBTQ survivors of color in the movement to end child sexual abuse. | $3,000 | |
| Democracy at Work | ||||||||
| PO Box 30941 | New York | NY | 10011 | None | PC | To provide support for media and live events that advocate for democratizing workplaces. | $10,000 | |
| Durham Congregations in Action | ||||||||
| 504 W Chapel Hill Street | Durham | NC | 27701 | None | PC | To support communities of diverse faiths to work for racial justice, social equity, and human dignity. | $3,000 | |
| First Nations Development Institute | ||||||||
| 4263 Montgomery Boulevard NE Suite | Albuquerque | NM | 87109 | None | PC | To support economic development for American Indian people and their communities. | $5,000 | |
| Food and Water Watch | ||||||||
| 1616 P Street NW | Washington | DC | 20036 | None | PC | To support the fight for safe food, clean water, and a livable climate for all. | $10,000 | |
| Food Empowerment Project | ||||||||
| PO Box 24183 | San Jose | CA | 95154 | None | PC | Support of a more just and sustainable world by encouraging healthy food choices. | $3,000 | |
| Food Forward | ||||||||
| 7412 Fulton Ave 3 | North Hollywood | CA | 91605 | None | PC | To fight hunger and prevent food waste by rescuing and redistributing surplus produce. | $10,000 | |
| Free Software Foundation | ||||||||
| 51 Franklin Street Fifth Floor | Boston | MA | 02110 | None | PC | To promote the development and use of free software and documentation. | $3,000 | |
| Harold Robins Foundation | ||||||||
| 6300 Wilshire Boulevard Suite 880 | Los Angeles | CA | 90048 | None | PC | To support youth programs among South LA communities. | $3,000 | |
| Impact Assets | ||||||||
| 4340 East West Highway Suite 210 | Bethesda | MD | 20814 | None | PC | To support philanthropy efforts for racial equity, wildfire resilience, and COVID response. | $10,000 | |
| KCRW | ||||||||
| 1660 Stewart St | Santa Monica | CA | 90404 | None | PC | Support for community news and entertainment. | $3,000 | |
| Kurdish Peace Institute | ||||||||
| 210 Rivers Edge Drive | Great Falls | VA | 22066 | None | PC | Support for vulnerable people including the homeless & poor. | $20,000 | |
| Machine Intelligence Research Institute | ||||||||
| 2342 Shattuck Ave 502 | Berkeley | CA | 94704 | None | PC | To support the research of AI systems. | $3,000 | |
| Movement Generation | ||||||||
| 436 14th Street 5th Floor | Oakland | CA | 94612 | None | PC | Support for restoration of land, labor, and culture. | $3,000 | |
| National Domestic Workers Alliance | ||||||||
| 45 Broadway Suite 320 | New York | NY | 10006 | None | PC | Support for fairness for domestic workers in the U.S including immigrants and women of color. | $3,000 | |
| NDN Collective | ||||||||
| 408 Knollwood Drive | Rapid City | SD | 57701 | None | PC | Support for justice and equity among indigenous people. | $3,000 | |
| Nefresh | ||||||||
| 3805 Ave R | Brooklyn | NY | 11234 | None | PC | Support for Jewish professionals to address mental health issues. | $5,000 | |
| No Limits Foundation | ||||||||
| 265 Centre Rd | Wales | ME | 04280 | None | PC | Support to provide camps for children with limb loss and differences. | $5,000 | |
| Pico Union Project | ||||||||
| 1153 Valencia Street | Los Angeles | CA | 90015 | None | PC | Support for a multi-faith cultural arts center to promote diversity within the community. | $4,000 | |
| PlantPure Communities | ||||||||
| 101 East Clay St | Mebane | NC | 27302 | None | PC | Support for programs and activities that educate people about nutrition through a whole food, plant-based diet. | $10,000 | |
| PLUS ME Project | ||||||||
| 2519 West Avenue 30 | Los Angeles | CA | 90065 | None | PC | Support for empowering middle and high school-age youth to prepare for college and career advancement. | $3,000 | |
| Project Healing Waters Fly Fishing | ||||||||
| PO Box 695 | LaPlata | MD | 20646 | None | PC | Support for the rehabilitation of disabled military personnel and veterans through fly fishing. | $2,000 | |
| Project Q | ||||||||
| PO Box 26421 | Los Angeles | CA | 90026 | None | PC | Support for LGBTQIA+ youth through free haircuts, food, hygiene products, and other necessities. | $3,000 | |
| RepresentUs Education Fund | ||||||||
| PO Box 60008 | Florence | MA | 01062 | None | PC | Support for public education and research to promote the message of money-in-politics corruption, and increase civic participation. | $30,000 | |
| Save the Music Foundation | ||||||||
| 1515 Broadway 21st Floor | New York | NY | 10108 | None | PC | Support to acquire and donate musical instruments to public school music programs. | $5,000 | |
| Saving Nature | ||||||||
| 1 Bland Spring Place | Durham | NC | 27713 | None | PC | Support for rescuing endangered and threatened species from extinction. | $10,000 | |
| See-LA | ||||||||
| 1125 W 6th Suite 500 | Los Angeles | CA | 90017 | None | PC | Support to build sustainable food systemes and promote activities that benefit low-to-moderate income residents of LA. | $10,000 | |
| Soul Fire Farm | ||||||||
| 1972 RT 2 | Petersburg | NY | 12138 | None | PC | Support to ending racism in the food system as it applies to afro-indigenous communities. | $5,000 | |
| Success Stories Program | ||||||||
| 1175 E Baker Street E-19 | Costa Mesa | CA | 92626 | None | PC | Support to provide programs that build safer communities as an alternative to prisons. | $3,000 | |
| Summaeverythang Community Center Inc | ||||||||
| 300 S Grand Ave Ste 4100 | Los Angeles | CA | 90071 | None | PC | Support for donation of organic produce from Southern CA farms to the South Central LA community. | $3,000 | |
| Sunrise Movement Education Fund | ||||||||
| 50 F Street NW Suite 800 | Washington | DC | 20001 | None | PC | Support to perpetuate a youth movement in promotion of climate change. | $20,000 | |
| Union Rescue Mission | ||||||||
| 545 S San Pedro St | Los Angeles | CA | 90013 | None | PC | Support for rehabilitation through Christian core values. | $20,000 | |
| Urban Partners Los Angeles | ||||||||
| 2936 W 8th Street | Los Angeles | CA | 90005 | None | PC | Support for improving lives of people who live in Koreatown and Westlake sections of LA. | $10,000 | |
| Wishtoyo Chumash Foundation | ||||||||
| 33904 Pacific Coast Highway | Malibu | CA | 90265 | None | PC | Support for preserving the Chumash heritage. | $3,000 | |
| World Central Kitchen | ||||||||
| 655 New York Ave NW 6th Floor | Washington | DC | 20001 | None | PC | Support for providing food and cooking resources to those in crisis. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,120,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,574 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,141,776 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,421,897 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,421,897 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Gold FAMILY CLAT | ||||||
| 1 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $3,055,827 | Yes (X) |
| Gold Family CLUT | ||||||
| 2 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $1,889,258 | Yes (X) |
| Sherry Gold Survivors Trust | ||||||
| 3 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $400,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) REG. 53.4942(A)-3(D)(2), THE SHEILA, DAVE & SHERRY GOLD FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $422,967 AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $500,000 | $498,747 |
| CITI- CORPORATE BONDS | $3,430,104 | $3,488,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,022,400 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,207,408 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,273,905 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| I- BORROW FINANCE LOANS | $6,059,436 | $6,058,226 | $6,058,226 |
| IBORROW 2945 OKC OWNER, LLC | $192,271 | -$6,704 | -$6,704 |
| IBORROW 201 1ST AVE OWNER, LLC | $493,731 | $481,021 | $481,021 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE FILING FEES | $10 | |
| CITI AGENCY FEES | $16,587 | $16,587 |
| CITI NATIONAL FEES | $28 | |
| CA RRF FEE | $150 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| IBorrow 201 1st Ave Owner LLC - Rental | -$12,710 | -$12,710 |
| IBorrow 2945 OKC Owner LLC - Bus Loss | -$198,975 | -$198,975 |
| Eagle Group Finance Loan Corp | $21,188 | $21,188 |
| Newmark Merrill - Loan Fee | $199,000 | $199,000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWMARK MERRILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $19,900,000 | LoanOriginalAmt |
| Balance Due | $19,900,000 | BalanceDueAmt |
| Note | 2020-09 | NoteDt |
| Loan Maturity | 2021-10 | LoanMaturityDt |
| Repayment Terms | $82,916.66 PAID MONTHLY, STARTING 10/20/2020 | RepaymentTermsTxt |
| Interest | 5. | InterestRt |
| Loan Purpose | REAL ESTATE | LoanPurposeTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $5,646 | Amt |
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