BETA

KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION (EIN 91-2147173)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-22
IRS object ID
202020539349100202
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-22T14:10:02-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222428965PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CITRIN COOPERMAN & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116530 VENTURA BOULEVARD SUITE 305AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP914362006ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN912147173EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENNETH J AND MARILYNN J FRIEDMANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone8187665542PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14528 GUILDHALL COURTAddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH FRIEDMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8187665542PhoneNum
Signature2020-02-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANN OLSONPreparerPersonNm
PTINP00286692PTIN
Phone8187830570PhoneNum
Preparation2020-02-14PreparationDt
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$61,267FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,890DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,890DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$202,890TotalRevAndExpnssAmt
Total Net Invst Incm$2,890TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,650CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,460CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,190CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$49OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,749TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,009TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,740TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$200,149TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,009TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$196,140TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,741ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,149CashBOYAmt
Cash EOY$18,890CashEOYAmt
Cash EOYFMV$18,890CashEOYFMVAmt
Other Investments BOY$40,161OtherInvestmentsBOYAmt
Other Investments EOY$40,161OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,377OtherInvestmentsEOYFMVAmt
Total Assets BOY$56,310TotalAssetsBOYAmt
Total Assets EOY$59,051TotalAssetsEOYAmt
Total Assets EOYFMV$61,267TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$56,310RetainedEarningBOYAmt
Retained Earning EOY$59,051RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$56,310TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$59,051TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$56,310TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$59,051TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$56,310TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,741ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$59,051SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$59,051TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,571AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$56,216NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.419293DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,100AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$60,787NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.281310DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,818AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$63,446NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.249314DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,062AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$87,140NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.218751DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,903AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$107,437NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.250407DistributionYr5Rt
Total Distribution1.419075TotalDistributionRt
Average Distribution0.283815AverageDistributionRt
Net Vl Noncharitable Assets$65,528NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$18,598AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$18,598AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$196,140QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKENNETH J FRIEDMANIndividualWithBooksNm
Phone8187665542PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14528 GUILDHALL COURTAddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH J FRIEDMAN
4528 GUILDHALL COURTWESTLAKE VILLAGECA91361TRUSTEE0.87$8,650$0$0
ALAYNE E MESKIN
25747 SHAKER BLVDBEACHWOODOH44122ADVISORY COMMITTEE0.00$0$0$0
DANIEL E FRIEDMAN
18434 BERMUDA STREETPORTER RANCHCA91326ADVISORY COMMITTEE0.00$0$0$0
ERIC J FRIEDMAN
5407 COLFAX AVE 123NORTH HOLLYWOODCA91601ADVISORY COMMITTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$42,910AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,616AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$66,526TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$66,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$998CashDeemedCharitableAmt
Net Vl Noncharitable Assets$65,528NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,276MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,276MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$3,276DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,276DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,276DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$196,140ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$196,140QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$196,140AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,276DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$21,535ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,751ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,648ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,061ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,760ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$83,755TotalExcessDistributionCyovAmt
Qualifying Distributions$196,140QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,276AppliedToCurrentYearAmt
Remaining Distri From Corpus$192,864RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$276,619TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$21,535ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$255,084ExcessDistriCyovToNextYrAmt
Excess From Year4$14,751ExcessFromYear4Amt
Excess From Year3$12,648ExcessFromYear3Amt
Excess From Year2$14,061ExcessFromYear2Amt
Excess From Year1$20,760ExcessFromYear1Amt
Excess From Current Year$192,864ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAT ARI EL
12020 BURBANK BLVDVALLEY VILLAGECA91607N/AEXEMPTGENERAL OPERATING PURPOSES$159,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRBEL AIRCA90077N/AEXEMPTGENERAL OPERATING PURPOSES$1,500
BUILDERS OF JEWISH EDUCATION
6505 WILSHIRE 300LOS ANGELESCA90048N/AEXEMPTGENERAL OPERATING PURPOSES$1,500
CENTER THEATRE GROUP
601 W TEMPLE STREETLOS ANGELESCA90012N/AEXEMPTGENERAL OPERATING PURPOSES$1,500
FOUNDATION FOR COMMUNITY ASSOCIATION RESEARCH
6402 ARLINGTON BLV SUITE 500FALLS CHURCHVA22042N/AEXEMPTGENERAL OPERATING PURPOSES$250
GEFFEN PLAYHOUSE
10886 LE CONTE AVELOS ANGELESCA90024N/AEXEMPTGENERAL OPERATING PURPOSES$500
HILLEL AT UCLA
574 HILGARD AVELOS ANGELESCA90024N/AEXEMPTGENERAL OPERATING PURPOSES$2,000
HILLELS OF THE VALLEY
22622 VANOWEN STWEST HILLSCA91307N/AEXEMPTGENERAL OPERATING PURPOSES$1,000
JEWISH FREE LOAN ASSOCIATION
6505 WILSHIRE BLVD SUITE 715LOS ANGELESCA90048N/AEXEMPTGENERAL OPERATING PURPOSES$1,000
KCET
2900 WEST ALAMEDA AVEBURBANKCA91505N/AEXEMPTGENERAL OPERATING PURPOSES$500
MASORTI FOUNDATION
475 RIVERSIDE DR 832NEW YORKNY10115N/AEXEMPTGENERAL OPERATING PURPOSES$1,000
MAZON
1990 BUNDY DR 260LOS ANGELESCA90025N/AEXEMPTGENERAL OPERATING PURPOSES$500
MOMENT
PO BOX 37859BOONEIA500370859N/AEXEMPTGENERAL OPERATING PURPOSES$250
NATIONAL YIDDISH BOOK CENTER
1021 WEST STAMHERSTMA01002N/AEXEMPTGENERAL OPERATING PURPOSES$1,000
ST JUDE'S CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105N/AEXEMPTGENERAL OPERATING PURPOSES$500
TEMPLE RAMAT ZION
17655 DEVONSHIRE STNORTHRIDGECA91325N/AEXEMPTGENERAL OPERATING PURPOSES$13,000
UNIVERSITY OF ARIZONA
1501 CAMPBELL AVE PO BOX 24057TUCSONAZ85724N/AEXEMPTGENERAL OPERATING PURPOSES$3,600
YESHIVA KATANA OF LOS ANGELES
12131 BURBANK BLVDVALLEY VILLAGECA91607N/AEXEMPTGENERAL OPERATING PURPOSES$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,890ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,890ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,890TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementINTEREST EARNED ON THE TEMPORARY CASH FUNDS THAT WILL BE USED FOR CHARITABLE PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF CLAUDE I HOWARDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14528 GUILDHALL COURTAddressLine1Txt
CityWESTLAKE VILLAGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91361ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
1,739 LIBERTY ALL-STAR EQUITY FUNDAT COST$10,029$11,164
100 EPR PROPERTIESAT COST$6,071$7,459
365 PHYSICIAN'S REALTY TRUSTAT COST$6,005$6,366
110 REALTY INCOME CORPAT COST$5,874$7,587
37 SIMON PROPERTY GROUP, INCAT COST$6,132$5,911
240 TANGER FACTORY OUTLET CENTERS, INCAT COST$6,050$3,890

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEES, SUPPLIES, MISCDesc
Revenue And Expenses Per Books$99RevenueAndExpensesPerBooksAmt
Net Investment Income$49NetInvestmentIncomeAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

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