HARRY AND HILDA EISEN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND HILDA EISEN FAMILY FOUNDATION (EIN 33-0492606)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202021279349101237
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T18:10:17-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953131555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWARTZ KALES ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6310 SAN VICENTE BLVD SUITE 250 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | 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 | 330492606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & HILDA EISEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 7142259813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 N CITRUS AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL RUBINSTEIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7142259813 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK LEE | PreparerPersonNm |
| PTIN | P00297870 | PTIN |
| Phone | 3239340200 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,611,897 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,658 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,658 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,251 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,251 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,315,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,065 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,759 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,759 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $353,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $353,733 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,722 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,436 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,363 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,363 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,711 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $335,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $375,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $375,293 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,664,761 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,589,621 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,236,604 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,000,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,964,914 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,611,897 | 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 | $5,000,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,964,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,000,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,964,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,000,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,964,914 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,000,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,964,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,964,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WELLS FARGO SECURITIES | 2019-08-14 | 2019-12-31 | $63,759 | $54,735 | $9,024 | $9,024 | |
| WELLS FARGO SECURITIES | 2016-01-08 | 2019-12-31 | $1,243,852 | $1,055,941 | $187,911 | $187,911 | |
| INVESCO DB COMMODITY K-1 | 2018-05-23 | 2019-04-30 | $905 | -$905 | -$905 | P | |
| INVESCO DB COMMODITY K-1 IRC 1256 | 2018-05-23 | 2019-12-31 | $4,726 | $4,726 | $4,726 | P | |
| CAPITAL GAINS DIVIDENDS | $3,309 | $3,309 | $3,309 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,065 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,364 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,232,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040959 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,245,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034880 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $160,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,370,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047653 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,605,873 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010885 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,730,152 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005067 | DistributionYr5Rt |
| Total Distribution | 0.139444 | TotalDistributionRt |
| Average Distribution | 0.027889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,218,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,524 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,059 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $287,461 | 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 | $2,524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $2,574 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://EISENFAMILYFOUNDATION.COM/ | WebsiteAddressTxt |
| Individual With Books | MICHAEL RUBINSTEIN | IndividualWithBooksNm |
| Phone | 7142259813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 N CITRUS AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RITA MILLER | ||||||||
| 546 N CITRUS AVE | LOS ANGELES | CA | 90036 | PRESIDENT | 4.00 | $36,000 | $0 | $0 |
| MICHAEL RUBINSTEIN | ||||||||
| 546 N CITRUS AVE | LOS ANGELES | CA | 90036 | SECRETARY,CFO | 4.00 | $36,000 | $0 | $0 |
| NORMAN SELDMAN | ||||||||
| 546 N CITRUS AVE | LOS ANGELES | CA | 90036 | V. PRESIDENT | 4.00 | $24,000 | $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 | $5,040,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,222 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,297,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,297,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,218,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,524 | TotalTaxAmt |
| Distributable Before Adj | $258,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,395 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $287,461 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,524 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $284,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,554 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,395 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,066 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,620 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,554 | ExcessFromYear4Amt |
| Excess From Current Year | $29,066 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION LEVI YITZCHAK | |||||||
| 356 N LA BREA AVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| CONGREGATION BETH MEIR HACOHEN | |||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $10,000 |
| THE 1939 SOCIETY | |||||||
| 8950 W OLYMPIC BLVD 437 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | HOLOCAUST EDUCATION & DOCUMENTATION | $750 |
| THE FRIENDSHIP CIRCLE | |||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | CHILDREN OUTREACH & EDUCATION PROGRAMS | $5,000 |
| GINDI MAIMONIDES ACADEMY | |||||||
| 8511 BEVERLY PLACE | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $58,000 |
| HEBREW ACADEMY | |||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $10,000 |
| CHEDER MENACHEM | |||||||
| 1606 SOUTH LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $100,000 |
| TOMCHEI LOS ANGELES | |||||||
| 345 N LA BREA AVE 208 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | FOOD, HOUSEHOLD & FINANCIAL ASSISTANCE | $1,000 |
| CHABAD OF BURBANK | |||||||
| 2415 W MAGNOLIA BLVD | BURBANK | CA | 91506 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $5,000 |
| YOUNG ISRAEL CENTURY CITY | |||||||
| 9317 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $26,000 |
| CONGREGATION SHAARREI ZEDIEK | |||||||
| 12800 CHANLDER BLVD | VALLEY VILLAGE | CA | 91607 | NONE | PUBLIC CHARITY | JUDAIC & GENERAL STUDIES | $7,000 |
| NATIONAL ORGANIZATION FOR DISORDERS OF THE CORPUS CALLOSUM | |||||||
| 1PMB 363 18032-C LEMON DR | YORBA LINDA | CA | 91288 | NONE | PUBLIC CHARITY | MEDICAL DISORDERS RESEARCH | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,750 | 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 | $3,658 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,251 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $353,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $353,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,550 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,589,621 | BookValueAmt |
| EOYFMV | $5,236,604 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES-WELLS FARGO | $49,977 | $49,977 | $0 |
| INTEREST K-1 INVESCO DB COMMODITY | $8 | $8 | $0 |
| OTHER MISC K-1 INVESCO DB COMMODITY | $378 | $378 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO | Desc |
| Revenue And Expenses Per Books | $7,759 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,759 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,759 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $150 | $0 | $150 |
| INTERNAL REVENUE SERVICE | $1,286 | $0 | $1,286 |
| FOREIGN TAXES | $1,722 | $1,722 | $0 |