RESSLER GERTZ FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RESSLER GERTZ FOUNDATION (EIN 31-1533199)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-20
- IRS object ID
- 202001419349101315
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-20T14:55:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953048720 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL WARSAVSKY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16130 VENTURA BLVD SUITE 320 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311533199 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RESSLERGERTZ FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESS | BusinessNameControlTxt |
| Phone | 8189812240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16130 VENTURA BLVD NO 320 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTONY RESSLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189812240 | PhoneNum |
| Signature | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WARSAVSKY | PreparerPersonNm |
| PTIN | P01303673 | PTIN |
| Phone | 8189812240 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $67,291,053 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49,556 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49,556 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,778,013 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,778,013 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,827,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,827,569 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,635 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,696,049 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,696,049 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,752,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,696,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,827,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,528,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,549,032 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,549,032 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $44,822,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,822,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,096,760 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $590,419 | OtherAssetsBOYAmt |
| Other Assets EOY | $645,261 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $645,261 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,941,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,016,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $67,291,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $46,941,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,016,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,941,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,016,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,941,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,016,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,941,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,016,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,016,736 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,199,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,288,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084835 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,807,498 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $60,688,511 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,117,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $55,249,876 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.092631 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,574,521 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $55,951,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081758 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,673,998 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,844,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064633 | DistributionYr5Rt |
| Total Distribution | 0.419551 | TotalDistributionRt |
| Average Distribution | 0.083910 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,684,863 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,511,617 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,569,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,696,049 | 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 | $58,274 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,274 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,446 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $58,446 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $172 | OverpaymentAmt |
| Applied To ES Tax | $172 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WISHNOW ROSS WARSAVSKY CO | IndividualWithBooksNm |
| Phone | 8189812240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16130 VENTURA BLVD SUITE 320 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ANTONY RESSLER | ||||||||
| 16130 VENTURA BLVD 320 | ENCINO | CA | 91436 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMI GERTZ | ||||||||
| 16130 VENTURA BLVD 320 | ENCINO | CA | 91436 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,442,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,651,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,590,419 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,685,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,685,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,000,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,684,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,284,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,284,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,274 | TotalTaxAmt |
| Distributable Before Adj | $3,225,969 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,225,969 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,225,969 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,696,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,696,049 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $58,274 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,637,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,225,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $947,087 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,893,060 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,460,814 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,876,710 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,250,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,428,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,696,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,225,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,470,080 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,898,306 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $947,087 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,951,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,893,060 | ExcessFromYear4Amt |
| Excess From Year3 | $2,460,814 | ExcessFromYear3Amt |
| Excess From Year2 | $2,876,710 | ExcessFromYear2Amt |
| Excess From Year1 | $2,250,555 | ExcessFromYear1Amt |
| Excess From Current Year | $2,470,080 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTONY RESSLER | ContributingManagerNm |
| Contributing Manager | JAMI GERTZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAWAK ALUMNAE FOUNDATION | |||||||
| 330 WEST DIVERSEY 2103 | CHICAGO | IL | 60657 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| AMERICAN INTERNATIONAL EDUCATION FOUNDATION (AIEF) | |||||||
| 600 N ROSEMEAD BLVD SUITE 123 | PASADENA | CA | 91107 | NONE | PUBLIC CHARITY | CONTRIBUTION | $75,000 |
| ALLIANCE FOR COLLEGE READY PUBLIC SCHOOLS | |||||||
| 601 SOUTH FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | SCHOOL | CONTRIBUTION | $900,000 |
| ANDERSON RANCH ARTS CENTER | |||||||
| 5263 OWL CREEK RD | SNOWMASS | CO | 81615 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 |
| ATLANTA CHILDREN'S FOUNDATION | |||||||
| 1050 CROWN POINTE PARKWAY 500 | ATLANTA | GA | 30338 | NONE | PUBLIC CHARITY | CONTRIBUTION | $12,500 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | CONTRIBUTION | $9,000 |
| ATLANTA HAWKS FOUNDATION | |||||||
| 101 GARDNER PARK | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200,000 |
| ATLANTA POLICE FOUNDATION | |||||||
| 191 PEACHTREE STREET NE SUITE 191 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 |
| BERKMAR HIGH SCHOOL | |||||||
| 405 PLEASANT HILL ROAD | LILBURN | GA | 30047 | NONE | SCHOOL | CONTRIBUTION | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 |
| BLYTHEDALE CHILDREN'S HOSPITAL | |||||||
| 95 BRADHURST AVE | VALHALLA | NY | 10595 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,500 |
| CALIFORNIA STRONG | |||||||
| 100 EAST THOUSAND OAKS BLVD 187 | THOUSAND OAKS | CA | 91360 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 |
| CAMPBELL HALL | |||||||
| 4533 LAUREL CANYON BLVD | STUDIO CITY | CA | 91607 | NONE | PUBLIC CHARITY | CONTRIBUTION | $250,000 |
| CEDARS SINAI SPORTS SPECTACULAR | |||||||
| 11845 W OLYMPIC BLVD STE 1100 WEST | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 |
| CHILDREN'S HEALTHCARE OF ATLANTA | |||||||
| 3395 NE EXPRESSWAY SUITE 100 | ATLANTA | GA | 30341 | NONE | PUBLIC CHARITY | CONTRIBUTIONCONTRIBUTION | $10,000 |
| DRESS FOR SUCCESS ATLANTA | |||||||
| 6255 BARFIELD ROAD 155 | ATLANTA | GA | 30328 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | |||||||
| 16130 VENTURA BLVD 250 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | GO | DC | 20057 | NONE | SCHOOL | CONTRIBUTION | $750,000 |
| HEALING HEARTS RESTORING HOPE | |||||||
| 135 NORTH MISSION ROAD | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,500 |
| HIPPOLIFE LLC | |||||||
| PO BOX 811 | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | CONTRIBUTION | $5,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,732,666 |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | |||||||
| 324 S BEVERLY DR 411 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | CONTRIBUTION | $5,000 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| PO BOX 759329 | BALTIMORE | MD | 21275 | NONE | PUBLIC CHARITY | CONTRIBUTION | $333,333 |
| NYU FACES | |||||||
| 223 E 34TH STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 |
| OJAI PLAYWRIGHTS CONFERENCE | |||||||
| PO BOX 1288 | OJAI | CA | 93024 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 |
| ONE BAGAMAS FUND | |||||||
| 9350 CONROY WINDERMERE ROAD | WINDERMERE | FL | 34786 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 |
| OPERATION HOPE | |||||||
| 707 WILSHIRE BOULEVARD 30TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50,000 |
| PEER HEALTH EXCHANGE INC | |||||||
| 70 GOLD ST | SAN FRANCISCO | CA | 94133 | NONE | PUBLIC CHARITY | CONTRIBUTION | $125,000 |
| PROJECT ALPHA OF LA INC | |||||||
| PO BOX 638 | INGLEWOOD | CA | 90307 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,500 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 4TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | CONTRIBUTION | $76,350 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF ROAD | TRUMBULL | CT | 06611 | NONE | PUBLIC CHARITY | CONTRIBUTION | $5,000 |
| RIGHT TO PLAY | |||||||
| 134 WEST 26TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 |
| SHATTERPROOF RISE UP AGAINST ADDICTION | |||||||
| 101 MERRITT 7 CORPORATE PARK | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | CONTRIBUTION | $5,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 S ROXBURY DRIVE | LAKE HUGHES | CA | 90035 | NONE | PUBLIC CHARITY | CONTRIBUTION | $55,000 |
| SOUTHEAST VENTURA COUNTY YMCA | |||||||
| 31105 THOUSAND OAKS BLVD 2ND FLOOR | WESTLAKE VILLAGE | CA | 91362 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15,000 |
| THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | SCHOOL | CONTRIBUTION | $25,000 |
| THE JEWISH FEDERATION | |||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CONTRIBUTION | $150,000 |
| THE PAINTED TURTLE | |||||||
| 17000 ELIZABETH LAKE RD | LAKE HUGHES | CA | 93532 | NONE | PUBLIC CHARITY | CONTRIBUTION | $310,000 |
| THE US REGENTS | |||||||
| UCLA MEDICAL PLAZA | LOS ANGELES | CA | 90095 | NONE | SCHOOL | CONTRIBUTION | $14,400 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100,000 |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 40 COURTLAND ST NE 300 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 |
| ANDREW & WALTER YOUNG FAMILY YMCA | |||||||
| 2220 CAMPBELLTON RD SW | ATLANTA | GA | 30311 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25,000 |
| WE THE WOMEN COLLECTIVE | |||||||
| 10250 CONSTELLATION BLVD | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | CONTRIBUTION | $9,300 |
| YEAR UP | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,696,049 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,556 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,778,013 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,827,569 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,827,569 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES | $39,822,443 | $60,096,760 |
| IVY HILL MIDDLE MARKET CREDIT FUND V, LTD | $5,000,000 | $5,000,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DISTRIBUTIONS RECEIVABLE | $123,077 | $147,768 | $147,768 |
| DIVIDENDS RECEIVABLE | $467,342 | $497,493 | $497,493 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX | $160 | $0 | $0 |
| FEDERAL TAXES | $56,300 | $0 | $0 |
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