1P FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- 1P FOUNDATION (EIN 45-3241865)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349104968
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T17:37:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTHOUSE CARLIN & VAN TRIGT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD 11TH FLR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453241865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1P FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HCVT LLP | InCareOfNm |
| Business Name Control | 1PFO | BusinessNameControlTxt |
| Phone | 3105661900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD FL 11 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM MILLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3105661900 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James S Carlin | PreparerPersonNm |
| PTIN | P00217059 | PTIN |
| Phone | 3105661900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $18,006,110 | 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 | $3,377,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,448 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,448 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,792 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,792 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $644,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,820,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $644,453 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $55,407 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,118,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $685,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $14,430 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,215 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $692 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,575 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,575 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $103,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,482 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,399,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,399,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,503,257 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,482 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,493,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$384,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $589,211 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,517,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $606,281 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $606,281 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $2,500 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $64,043 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $64,043 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $13,428,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,328,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,328,701 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,809 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,085 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,085 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,955,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,006,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,006,110 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $299,162 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $165,393 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $299,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $165,393 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,656,661 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,840,717 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,656,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,840,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,955,823 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,006,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,656,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$384,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,572,804 | OtherIncreasesAmt |
| Subtotal | $17,844,708 | SubtotalAmt |
| Other Decreases | $3,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,840,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS - CAP GAIN DIST. #8174-8 | P | 2018-12-14 | $16,912 | $0 | $16,912 | $16,912 |
| GOLDMAN SACHS - #8174-8 LT | P | $570,000 | $487,510 | $86,481 | $82,490 | |
| GOLDMAN SACHS - #8183-9 NONCOVERED LT | $304,696 | $296,526 | $8,170 | $8,170 | ||
| GOLDMAN SACHS - #8183-9 LT | P | $399,641 | $396,234 | $3,407 | $3,407 | |
| GOLDMAN SACHS - #6478-2 NONCOVERED LT | P | 2018-12-12 | $529,493 | $10 | $529,483 | $529,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $644,453 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $618,863 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,258,381 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038064 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $435,285 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,128,593 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $510,351 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,684,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,908 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,879,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01902 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,582 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,013,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.013069 | DistributionYr5Rt |
| Total Distribution | 0.144639 | TotalDistributionRt |
| Average Distribution | 0.028928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,239,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $440,860 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,892 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $446,752 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,493,615 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,892 | SubtotalAmt |
| Tax Based On Investment Income | $5,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,638 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,638 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $668 | OverpaymentAmt |
| Applied To ES Tax | $668 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCVT LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105661900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11444 W OLYMPIC BLVD FL 11 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2016 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2017 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADAM MILLER | ||||||||
| 3067 dannyhill drive | LOS ANGELES | CA | 90064 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| BRIAN CULOT | ||||||||
| 89 KINGS HIGHWAY | TAPPAN | NY | 10983 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,994,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $477,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,471,995 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,471,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,239,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $761,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $761,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,892 | TotalTaxAmt |
| Distributable Before Adj | $756,104 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $756,104 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $756,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,493,615 | 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 | $4,493,615 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,892 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,487,723 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $756,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $732,619 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $147,572 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,493,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $732,619 | AppliedToYear1Amt |
| Applied To Current Year | $756,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,004,892 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,004,892 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $147,572 | PriorYearUndistributedIncmAmt |
| Taxable1 | $147,572 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,004,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $3,004,892 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADAM MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| IKAR | |||||||
| 5870 WEST OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL SUPPORT | $4,000,000 |
| WAGS AND WALKS | |||||||
| 8721 SANTA MONICA BLVD 344 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL SUPPORT | $8,600 |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PC | GENERAL SUPPORT | $110,000 |
| JEWISH GRADUATE SCHOOL INITIATIVE | |||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $30,000 |
| HEAL THE BAY | |||||||
| 1444 9TH ST | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON DC | DC | 20001 | NONE | PC | GENERAL SUPPORT | $75,000 |
| CELIAC DISEASE FOUNDATION | |||||||
| 20350 VENTURA BLVD SUITE 240 | WOODLAND HILLS | CA | 91364 | NONE | PC | GENERAL SUPPORT | $1,800 |
| BOYS & GIRLS CLUB OF MALIBU | |||||||
| 30215 MORNING VIEW DR | MALIBU | CA | 90265 | NONE | PC | GENERAL SUPPORT | $36,000 |
| HOMEless HEALTHCARE LOS ANGELES | |||||||
| 1282 WEST 2ND ST | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL SUPPORT | $18,000 |
| WISE | |||||||
| MILE 5 OLD EDGERTON HIGHWAY | KENNY LAKE | AK | 99573 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FOOD ALLERGY RESEARCH & EDUCATION | |||||||
| 7925 JONES BRANCH DRIVE SUITE 1100 | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $100,000 |
| JEWISH FAMILY SERVICE - SOVA | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PC | GENERAL SUPPORT | $5,000 |
| STAGE LEFT CHILDREN'S THEATER | |||||||
| 131 N MIDLAND AVE | NYACK | NY | 10960 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,399,400 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,602 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $644,452 | 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 | $689,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $689,054 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADAM MILLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3067 dannyhill drive | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,377,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 65,000 SHS CORNERSTONE ONDEMAND INC | NoncashPropertyDesc |
| Fair Market Value | $3,377,400 | FairMarketValueAmt |
| Received | 2018-12-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,430 | Amt |
| Net Investment Income | $7,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,215 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $17,328,701 | EOYBookValueAmt |
| EOYFMV | $17,328,701 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $7,809 | $4,447 | $4,447 |
| PREPAID EXCISE TAX | $0 | $2,638 | $2,638 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISALLOWED GAIN/LOSS ON INVESTMENT | Desc |
| Amt | $3,991 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MGMT FEES | Desc |
| Revenue And Expenses Per Books | $1,575 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Revenue And Expenses Per Books | $55,407 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $1,572,804 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CURRENT FEDERAL EXCISE TAX PAY | $78,362 | $5,893 |
| DEFERRED FEDERAL EXCISE TAX PA | $220,800 | $159,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $87,000 | Amt |
| Net Investment Income | $87,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $87,000 | DisbursementsCharitablePrpsAmt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | ADAM MILLER | BorrowerPersonNm |
| Loan Original | $2,500 | LoanOriginalAmt |
| Balance Due | $64,043 | BalanceDueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADAM MILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3067 dannyhill drive | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $692 | $692 |
| TAXES & LICENSES | $160 |
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