MURAD FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MURAD FAMILY FOUNDATION (EIN 45-1585141)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-14
- IRS object ID
- 202023199349100022
- Schema version
- 2019v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-14T12:15:08-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200575426 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 WHITECLOUD | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 926145447 | 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 | 451585141 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURAD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURA | BusinessNameControlTxt |
| Phone | 3107223353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 N SEPULVEDA BLVD 237 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILARIE MURAD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3107263353 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE KRAMER-MCNATT | PreparerPersonNm |
| PTIN | P00245500 | PTIN |
| Phone | 9496511243 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.38.98.93 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-14 | IPDt |
| IP Tm | 12:15:08 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34CF7F389F84536AF6AC12F8A0AA29DBB695096B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 72446400F693B1E1EEDE47B411D2EE574B1B20A2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,809,965 | 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 | $209 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$273,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $890,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $307,764 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$240,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,440 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,775 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,816 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,959 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,748 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,748 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,718 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,718 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $203 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $110 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,485 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,485 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$310,254 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,446 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,106 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,554,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,187,248 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,248,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $410,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $510,964 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $518,214 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,038,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,741,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,809,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,038,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,741,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,038,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,741,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,038,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,741,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,038,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$310,254 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,049 | OtherIncreasesAmt |
| Subtotal | $1,741,318 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,741,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $889,237 | GrossSalesPriceAmt |
| Cost Or Other Basis | $582,476 | CostOrOtherBasisAmt |
| Gain Or Loss | $306,761 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $306,761 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $307,764 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,706 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,562,127 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $282,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,560,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.180742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $364,875 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $538,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.678158 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $250,395 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,025 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 11.909394 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,645 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,945 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 7.001113 | DistributionYr5Rt |
| Total Distribution | 19.837715 | TotalDistributionRt |
| Average Distribution | 3.967543 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,659,161 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,582,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,586,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,567 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,439 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,439 | SubtotalAmt |
| Tax Based On Investment Income | $6,439 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,369 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,369 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $92 | EsPenaltyAmt |
| Overpayment | $3,838 | OverpaymentAmt |
| Applied To ES Tax | $3,838 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HILARIE MURAD | IndividualWithBooksNm |
| Phone | 3107223353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 N SEPULVEDA BLVD 237 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HILARIE MURAD | ||||||||
| 1601 N SEPULVEDA BLVD 237 | MANHATTAN BEACH | CA | 90266 | PRESIDENT | 0.50 | $18,775 | $0 | $0 |
| JEFFREY MURAD | ||||||||
| 2121 PARK PLACE 1ST FLOOR | EL SEGUNDO | CA | 90245 | SECRETARY | 0.25 | $0 | $0 | $0 |
| RICHARD MURAD | ||||||||
| 2121 PARK PLACE 1ST FLOOR | EL SEGUNDO | CA | 90245 | CEO | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,612,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,684,427 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,684,427 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,659,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,439 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,439 | TotalTaxAmt |
| Distributable Before Adj | $76,519 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,519 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,519 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,567 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,567 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,567 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,519 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $187,298 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,344 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $337,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,181 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,015,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,567 | QualifyingDistributionsAmt |
| Applied To Current Year | $39,567 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,952 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,952 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $979,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $150,346 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $828,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,344 | ExcessFromYear4Amt |
| Excess From Year3 | $337,973 | ExcessFromYear3Amt |
| Excess From Year2 | $205,186 | ExcessFromYear2Amt |
| Excess From Year1 | $36,181 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 11755 WILSHIRE BLVD 1670 | LOS ANGELES | CA | 90025 | N/A | PC | SCHOLARSHIP FUND | $8,000 |
| WESTSIDE NEIGHBORHOOD SCHOOL | |||||||
| 5401 BEETHOVEN STREET | LOS ANGELES | CA | 90066 | N/A | PC | NURTURE STUDENTS TO REACH POTENTIAL | $7,500 |
| TEMPLE SHALOM OF THE SOUTH BAY | |||||||
| 1818 MONTEREY BLVD | HERMOSA BEACH | CA | 90254 | N/A | PC | UNRESTRICTED SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $209 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$273,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$240,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$240,202 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $15,496 | Amt |
| Net Investment Income | $7,748 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,748 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS | BondNm |
| EOY Book Value | $510,964 | EOYBookValueAmt |
| EOYFMV | $518,214 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS | StockNm |
| EOY Book Value | $1,187,248 | EOYBookValueAmt |
| EOYFMV | $1,248,645 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| STATE FILING FEES | $110 | $110 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $13,049 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,718 | Amt |
| Net Investment Income | $7,718 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $12,000 | |
| FOREIGN TAXES | $203 | $203 |
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