STANLEY & JOYCE BLACK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY & JOYCE BLACK FAMILY FOUNDATION (EIN 95-4259961)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349103722
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:51:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 954259961 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STANLEY & JOYCE BLACK | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 3102785333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9665 WILSHIRE BLVD NO 200 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZACH ZABLEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102785333 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA DENNIS | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 22:14:31 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4ECE1D6BFAAD5F9D3037D8EEE2BB227CB552B71C | 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 | $47,735,015 | 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 | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,276,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,276,962 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,422,247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,806,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$5,142,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,276,962 | 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 |
| Legal Fees Rev And Expnss | $4,975 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,975 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $464,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,998 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $309,826 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,045 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,460 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,460 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,330 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $586,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $174,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $354,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,187,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,187,496 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,773,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $174,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,542,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,916,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,102,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,805,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,053 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,215,103 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,349,340 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,613,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,617,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,555,495 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,892,437 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,283,972 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,559,400 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,774,965 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,767,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,310,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,394,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,735,015 | 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 | $55,310,909 | RetainedEarningBOYAmt |
| Retained Earning EOY | $45,394,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,310,909 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,394,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,310,909 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,394,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,310,909 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,916,684 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,394,225 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,394,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | UBS (DETAILED SCHEDULES MAINTAINED) | PropertyDesc |
| Acquired | 2019-12-31 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $61,806,419 | GrossSalesPriceAmt |
| Cost Or Other Basis | $69,228,666 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,422,247 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,422,247 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,422,247 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,698,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,001,020 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077042 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,045,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,847,073 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,033,165 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,613,148 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,397,678 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,228,683 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088878 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,097,840 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $40,744,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076031 | DistributionYr5Rt |
| Total Distribution | 0.393542 | TotalDistributionRt |
| Average Distribution | 0.078708 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,653,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,671,971 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $21,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,693,000 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,542,387 | 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 | $21,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $85,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,171 | OverpaymentAmt |
| Applied To ES Tax | $64,171 | 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 | 0 | 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 | STANLEY BLACK | IndividualWithBooksNm |
| Phone | 3102785333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 433 N CAMDEN DR 1070 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JACK BLACK | ||||||||
| 433 NORTH CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | DIRECTOR PART TIME | 1.00 | $0 | $0 | $0 |
| JANIS BLACK WARNER | ||||||||
| 433 NORTH CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | DIRECTOR PART TIME | 1.00 | $0 | $0 | $0 |
| JASON GOLDMAN | ||||||||
| 433 NORTH CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | DIRECTOR PART TIME | 1.00 | $0 | $0 | $0 |
| JILL BLACK ZALBEN | ||||||||
| 433 NORTH CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | DIRECTOR PART TIME | 1.00 | $0 | $0 | $0 |
| ZACHARY ZALBEN | ||||||||
| 433 NORTH CAMDEN DR 1070 | BEVERLY HILLS | CA | 90210 | DIRECTOR PART TIME | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BE LLC | |||||
| 9665 WILSHIRE BLVD SUITE 200 | BEVERLY HILLS | CA | 90212 | MANAGEMENT SERVICES | $309,826 |
| UBS | |||||
| 1999 AVENUE OF THE STARS SUITE 3600 | LOS ANGELES | CA | 90067 | INVESTMENT SERVICES | $136,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $44,264,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,099,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,363,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,363,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $710,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,653,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,332,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,332,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,029 | TotalTaxAmt |
| Distributable Before Adj | $2,311,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,311,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,311,625 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,542,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,542,387 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $21,029 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,521,358 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,311,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,128,483 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,552,122 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,313,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $816,166 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,368,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,178,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,542,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,311,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,230,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,409,014 | 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 | $1,128,483 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,280,531 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,552,122 | ExcessFromYear4Amt |
| Excess From Year3 | $1,313,066 | ExcessFromYear3Amt |
| Excess From Year2 | $816,166 | ExcessFromYear2Amt |
| Excess From Year1 | $1,368,415 | ExcessFromYear1Amt |
| Excess From Current Year | $2,230,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 5-STAR THEATRICS | ||||||||
| 2100 THOUSAND OAKS BLVD | THOUSAND OAKS | CA | 91362 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| AALA ROUNDUP | ||||||||
| 8424 SANTA MONICA BLVD NO A-824 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| ADOPT THE ARTS FOUNDATION | ||||||||
| 349 N CROFT AVE | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $14,000 | |
| AIRPORT MARINA COUNSELING SERVICE | ||||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| ALDAMA PTA | ||||||||
| 632 N AVENUE 50 | LOS ANGELES | CA | 90042 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,400 | |
| ALEPH INSTITUTE | ||||||||
| 7304 BEVERLY BLVD SUITE 153 | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 | |
| ALZHEIMER'S FOUNDATION OF AMERICA | ||||||||
| 322 EIGHTH AVENUE 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| AMER COMMITTEE FOR SHAARE ZEDEK | ||||||||
| 44 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| AMER FRIENDS OF TEL AVIV UNIVERSITY | ||||||||
| 9911 PICO BLVD 1240 | LOS ANGELES | CA | 90035 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | |
| AMER FRIENDS OF THE JAFFA INSTITUTE | ||||||||
| 171 76TH AVE | FLUSHING | NY | 11366 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $35,000 | |
| AMERICAN ACADEMY OF DERMATOLOGY | ||||||||
| PO BOX 4014 | SCHAUMBURG | IL | 60618 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | ||||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| AMERICAN FRIENDS OF GALILEE MED CENTER | ||||||||
| PO BOX 789856 | PHILADELPHIA | PA | 19178 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| AMERICAN FRIENDS OF ISRAEL ELWYN | ||||||||
| PO BOX 828284 | PHILADELPHIA | PA | 19182 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 | |
| AMERICAN FRIENDS OF ISRAEL SPORT CENTER FOR THE DISABLED | ||||||||
| ONE NORTHFIELD PLAZA SUITE 300 | NORTHFIELD | IL | 60093 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 6505 WILSHIRE BLVD 750 | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| AMERICAN FRIENDS OF SHALVA ISRAEL | ||||||||
| 315 FIFTH AVENUE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||
| 750 N SAN VICENTE BLVD STE 800 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| AMERICAN FRIENDS OF WORLD'S JEWISH MUSEUM | ||||||||
| 121 SIBLEY AVENUE | ARDMORE | PA | 19003 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100,000 | |
| AMERICAN RED CROSS | ||||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| AMERICAN SOCIETY FOR YAD VASHEM | ||||||||
| 500 5TH AVE 42 | NEW YORK | NY | 10110 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,500 | |
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||
| 80 BOARD STREET SUITE 2102 | NEW YORK | NY | 10004 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| ASSOCIATES FOR BREAST AND PROSTATE CANCER STUDIES | ||||||||
| 9464 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| AVA'S HEART | ||||||||
| 9461 CHARLEVILLE BLVD | BEVERLY HILLS | CA | 90212 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $8,500 | |
| BABY2BABY | ||||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| BEIT T'SHUVAH | ||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $85,100 | |
| BEVERLY HILLS FIREFIGHTERS' ASSOCIATION | ||||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $4,500 | |
| BEVERLY HILLS POLICE FOUNDATION | ||||||||
| 464 N REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | ||||||||
| 9663 SANTA MONICA BLVD NO 786 | BEVERLY HILLS | CA | 90210 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 | |
| BEVERLY HILLS ROTARY | ||||||||
| 9641 SUNSET BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 711 3RD AVE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| BLIND CHILDREN'S CENTER | ||||||||
| 4120 MARATHON ST | LOS ANGELES | CA | 90029 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| B'NAI B'RITH CAMP | ||||||||
| 6443 SW BEAVERTON-HILLSDALE HWY | PORTLAND | OR | 97221 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | SUITE 234 |
| BNAI ZION FOUNDATION INC | ||||||||
| 1430 BROADWAY SUITE 1804 | NEW YORK | NY | 10018 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| BODYTRAFFIC | ||||||||
| 1171 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| CEDARS-SINAI | ||||||||
| 8700 BEVERLY BLVD | WEST HOLLYWOOD | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $53,000 | |
| CHAI LIFELINE | ||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| CHARITY NAVIGATOR | ||||||||
| 139 HARRISTOWN ROAD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CHEDER MENACHEM | ||||||||
| 1606 SOUTH LA CIENEGA BOULEVARD | LOS ANGELES | CA | 90035 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| CHILDREN HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90001 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $855,000 | |
| CHP 11-99 | ||||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $27,500 | |
| CONCERN FOUNDATION | ||||||||
| 1026 SOUTH ROBERTSON BLVD 300 | LOS ANGELES | CA | 90035 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,000 | |
| COTTAGE CHILDREN'S MEDICAL CENTER | ||||||||
| 400 W PUEBLO ST | SANTA BARBARA | CA | 93105 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| CURE CERVICAL CANCER | ||||||||
| 468 N CAMDEN DRIVE 2ND FLOOR | BEVERLY HILLS | CA | 90210 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| DAVID LYNCH FOUNDATION | ||||||||
| 621 S HIGHLAND AVE | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $56,000 | |
| DEBBIE ALLEN DANCE ACADEMY | ||||||||
| 3791 SANTA ROSALIA DR | LOS ANGELES | CA | 90008 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| DEVELOPMENT CORPORATION FOR ISRAEL | ||||||||
| 641 LEXINGTON AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,360 | |
| DIDI HIRSCH MENTAL HEALTH SERVICES | ||||||||
| 4760 S SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90230 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50,000 | |
| DISCOVERY SCIENCE CENTER OF LOS ANGELES | ||||||||
| 11800 FOOTHILL BLVD | SYLMAR | CA | 91342 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| EARTH HOUSE | ||||||||
| 521 CANAL RD | SOMERSET | NJ | 08873 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| EDWARD CHARLES FOUNDATION | ||||||||
| 269 S BEVERLY DR 338 | BEVERLY HILLS | CA | 90212 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $60,000 | |
| ELTON JOHN AIDS FOUNDATION | ||||||||
| 584 BROADWAY SUITE 906 | NEW YORK | NY | 10012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 5350 MACHADO ROAD | CULVER CITY | CA | 90230 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| FAMILY PROMISE OF SANTA CLARITA VALLEY | ||||||||
| 24820 ORCHARD VILLAGE RD | SANTA CLARITA | CA | 91355 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| FIRST GRADUATE | ||||||||
| 2973 16TH ST UNIT 400 | SAN FRANCISCO | CA | 94103 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $750 | |
| FIXNATION | ||||||||
| 7680 CLYBOURN AVE | SUN VALLEY | CA | 91352 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| FOSTER NATION | ||||||||
| 11150 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| FRIENDLY HOUSE | ||||||||
| 347 NORMANDIE AVE | LOS ANGELES | CA | 90020 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| FRIENDS OF AMAL US INC | ||||||||
| 445 HAMILTON AVENUE 12TH FLOOR | WHITE PLAINS | NY | 10601 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| FRIENDS OF ELNET | ||||||||
| 400 SKOKIE BLVD SUITE 800 | NORTHBROOK | IL | 60062 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| FRIENDS OF SHEBA MEDICAL CENTER | ||||||||
| 9465 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $16,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 1430 BROADWAY SUITE 1301 | NEW YORK | NY | 10018 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $40,000 | |
| FRIENDS OF THE JEWISH COMMUNITY OF ST PETERSBURG | ||||||||
| 1546 E 31ST ST | BROOKLYN | NY | 11234 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,500 | |
| FRIENDS OF THE SABAN COMMUNITY CLINIC | ||||||||
| 8405 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| FRIENDS OF THE SEMEL INSTITUTE UCLA | ||||||||
| 760 463 WESTWOOD PLAZA C7 | LOS ANGELES | CA | 90095 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| FRIENDS OF UNITED HATZALAH OF ISRAEL | ||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| FROST MIDDLE SCHOOL PTSA | ||||||||
| 12314 BRADFORD PL | GRANADA HILLS | CA | 91344 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $750 | |
| GIRLS SCOUTS OF CALI'S CENTRAL COAST | ||||||||
| 1500 PALMA DR UNIT 110 | VENTURA | CA | 93003 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| HARMONY PROJECT | ||||||||
| 4322 WILSHIRE BLVD 101 | LOS ANGELES | CA | 90010 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| HEBREW ACADEMY | ||||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| 352 PARK AVENUE SOUTH SUITE 1200 | NEW YORK | NY | 10010 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| HILLEL AT UCLA | ||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| HOLLYWOOD BOWL | ||||||||
| 2301 N HIGHLAND AVE | LOS ANGELES | CA | 90068 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,913 | |
| HOMELAND SECURITY ADVISORY COUNCIL | ||||||||
| 5670 WILSHIRE BLVD 550 | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| ISRAEL AIR FORCE CENTER FOUNDATION | ||||||||
| 136 EL CAMINO DRIVE SUITE 201 | BEVERLY HILLS | CA | 90212 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $75,000 | |
| ISRAEL AMERICAN ART PEACE | ||||||||
| 23640 ASTER TRAIL | CALABASAS | CA | 91302 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| ISRAEL CANCER RESEARCH FUND | ||||||||
| 15840 VENTURE BLVD | ENCINO | CA | 91436 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON RD STE H | WARRINGTON | PA | 18976 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| ISRAFEST FOUNDATION | ||||||||
| 292 SOUTH LA CIENEGA BOULEVARD | BEVERLY HILLS | CA | 90211 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BOULEVARD SIXTH FLOOR | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 | |
| JEWISH CREATIVITY INTERNATIONAL | ||||||||
| 2472 BROADWAY 331 | NEW YORK | NY | 10025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| JEWISH FAMILY SERVICE OF LOS ANGELES | ||||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 | |
| JEWISH HEALING AND HOSPICE CENTER OF LOS ANGELES | ||||||||
| 10573 WEST PICO BLVD NO 850 | LOS ANGELES | CA | 90064 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| JEWISH REVIVAL IN POLAND | ||||||||
| PO BOX 5438 | BEVERLY HILLS | CA | 90209 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18,000 | |
| JEWISH WOMEN'S THEATRE | ||||||||
| 2912 COLORADO AVE | SANTA MONICA | CA | 90404 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||||
| PO BOX 1037 MIDTOWN SALON | NEW YORK | NY | 10018 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| JOHN WAYNE CANCER INSTITUTE AUXILIARY | ||||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| JVS | ||||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,000 | |
| KIDSAVE | ||||||||
| 100 CORPORATE POINTE | CULVER CITY | CA | 90230 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| LA FAMILY HOUSING | ||||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| LAMBDA LEGAL DEFENSE FUND | ||||||||
| 4221 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| LAMOTH | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $31,000 | |
| LATINO THEATER COMPANY | ||||||||
| 221 S FIGUEROA ST 400 | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| LAW ENFORCEMENT AGAINST DRUGS | ||||||||
| 5 S MAIN ST | ALLENTOWN | NJ | 08501 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | ||||||||
| PO BOX 221928 | NEWHALL | CA | 91322 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $750 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| LOS ANGELES HEBREW HIGH SCHOOL | ||||||||
| 15915 VENTURA BOULEVARD PH 2 | ENCINO | CA | 91436 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 | |
| LOS ANGELES JEWISH HOME | ||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| LOS ANGELES NEIGHBORHOOD LAND TRUST | ||||||||
| 1689 BEVERLY BLVD | LOS ANGELES | CA | 90026 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| LOS ANGELES PARKS FOUNDATION | ||||||||
| 2650 N COMMONWEALTH AVE | LOS ANGELES | CA | 90027 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | ||||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $125,000 | |
| MAIMONIDES ACADEMY | ||||||||
| 310 HUNTLEY DRIVE | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| MAR VISTA FAMILY CENTER | ||||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| MAYA ANGELOU COMM HS STUDENT BODY FUND | ||||||||
| 300 E 53RD STREET | LOS ANGELES | CA | 90011 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55902 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| MIRACLE BABIES | ||||||||
| 8745 AERO DR 308 | SAN DIEGO | CA | 92123 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $17,500 | |
| NAMIWLA | ||||||||
| 921 WESTWOOD BLVD 236 | LOS ANGELES | CA | 90024 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $55,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 5150 GOLDLEAF CIR | LOS ANGELES | CA | 90056 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| OJAI VALLEY LAND CONSERVANCY | ||||||||
| 370 BALDWIN RD BLDG A4 | OJAI | CA | 93023 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| OJAI VALLEY SCHOOL | ||||||||
| 723 EL PASEO RD | OJAI | CA | 93023 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $55,500 | |
| ONE ARCHIVES FOUNDATION | ||||||||
| 7655 W SUNSET BLVD | LOS ANGELES | CA | 90046 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| ONEGENERATION | ||||||||
| 18255 VICTORY BLVD | RESEDA | CA | 91335 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| OPERATION UNDERGROUND RAILROAD | ||||||||
| 1950 W CORPORATE WAY | ANAHEIM | CA | 92801 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| PS ARTS TOTAL | ||||||||
| 6701 CENTER DR W 550 | LOS ANGELES | CA | 90045 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| PARK CENTURY SCHOOL | ||||||||
| 3939 LANDMARK ST | CULVER CITY | CA | 90230 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| PATRIOT VILLAGE VETERAN HOUSING | ||||||||
| 1355-B LYNNFIELD ROAD SUITE 245 | MEMPHIS | TN | 38119 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||
| 15TH 630 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $20,000 | |
| PEPPERDINE UNIVERSITY | ||||||||
| 24255 PACIFIC COAST HWY | MALIBU | CA | 90263 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $67,000 | |
| PIECE BY PIECE | ||||||||
| 1317 E 7TH ST | LOS ANGELES | CA | 90021 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| PLANET HOPE | ||||||||
| 4335 VAN NUYS 413 | SHERMAN OAKS | CA | 91403 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| PLANNED PARENTHOOD LOS ANGELES | ||||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| PLASTIC POLLUTION COALITION | ||||||||
| 4401A CONNECTICUT AVENUE NW 143 | WASHINGTON | DC | 20008 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| PROJECT ANGEL FOOD | ||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| REGENTS OF UNIVERSITY OF CALIFORNIA | ||||||||
| 200 UNIVERSITY | RIVERSIDE | CA | 92521 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| RESPECTABILITY | ||||||||
| 350 S BIXEL STREET | LOS ANGELES | CA | 90017 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18,000 | |
| SAINT SOPHIA CATHEDRAL | ||||||||
| 1324 NORMANDIE AVE | LOS ANGELES | CA | 90006 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| SECURE BEGINNINGS | ||||||||
| 555 MAHONEY AVE 2 | OAK VIEW | CA | 93022 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 | |
| SHALHEVET SCHOOL | ||||||||
| 910 S FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 | |
| SHANE'S INSPIRATION | ||||||||
| 15213 BURBANK BLVD | LOS ANGELES | CA | 91411 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| SHATTERPROOF | ||||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | FLOOR |
| SKIN CANCER FOUNDATION | ||||||||
| 205 LEXINGTON AVENUE 11TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| SOCIAL IMPACT FUND | ||||||||
| 6380 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,625 | |
| SOUND BODY SOUND MIND FOUNDATION | ||||||||
| 11100 SANTA MONICA BLVD STE 1910 | LOS ANGELES | CA | 90025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $90,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | ||||||||
| 1000 ALAMEDA ST 230 | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,900 | |
| SWC MUSEUM CORP | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| SWISS-AMERICAN CHAMBER OF COMMERCE | ||||||||
| 10824 BURBANK BLVD | NORTH HOLLYWOOD | CA | 91601 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 | |
| SYLMAR HIGH SCHOOL BOOSTER | ||||||||
| 13050 BORDEN AVE | SYLMAR | CA | 91342 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $750 | |
| TEMPLE NER SIMCHA | ||||||||
| 880 HAMPSHIRE RD | WESTLAKE VILLAGE | CA | 91361 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| TEMPLE OF THE ARTS | ||||||||
| 8444 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $65,000 | |
| THE ART OF ELYSIUM | ||||||||
| 3278 WILSHIRE BLVD PH | LOS ANGELES | CA | 90010 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| THE BRAIN & BEHAVIOR RESEARCH FOUNDATION | ||||||||
| 747 THIRD AVENUE 33RD FLOO | NEW YORK | NY | 10017 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 | |
| THE GIVING SPIRIT | ||||||||
| 11693 SAN VICENTE BLVD 113 | LOS ANGELES | CA | 90049 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| THE GREAT AMERICAN SONGBOOK FOUNDATION | ||||||||
| 1 CARTER GREEN | CARMEL | IN | 46032 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 | |
| THE GUARDIANS | ||||||||
| 10780 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,300 | |
| THE JEWISH FEDERATION | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $258,500 | |
| THE MUSIC CENTER FOUNDERS | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| THE PEOPLE CONCERN | ||||||||
| 2116 ARLINGTON AVE | LOS ANGELES | CA | 90018 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| THE SHAKESPEARE CENTER | ||||||||
| 1238 W 1ST ST | LOS ANGELES | CA | 90026 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,000 | |
| TOWER CANCER RESEARCH FOUNDATION | ||||||||
| 8767 WILSHIRE BLVD 401 | BEVERLY HILLS | CA | 90211 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $62,500 | |
| UCLA UNICAMP | ||||||||
| 900 HILGARD AVE STE 301 | LOS ANGELES | CA | 90024 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,398 | |
| UNIVERSITY KIDNEY RESEARCH ORGANIZATION | ||||||||
| 11111 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90025 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $80,000 | 1750 |
| VENICE FAMILY CLINIC FOUNDATION | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 | |
| VERBUM DEI HIGH SCHOOL | ||||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90049 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| VISION THEATRICAL FOUNDATION | ||||||||
| 5047 MASOTTA AVE | LAS VEGAS | NV | 89141 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 | |
| VISTA DEL MAR | ||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $261,000 | |
| WEHOPE | ||||||||
| 1854 BAY RD | PALO ALTO | CA | 94303 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| WELLNEST | ||||||||
| 3031 S VERMONT AVENUE | LOS ANGELES | CA | 90007 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 | |
| WELLS BRING HOPE | ||||||||
| 16563 PARK LANE CIRCLE | LOS ANGELES | CA | 90049 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18,300 | |
| WEST POINT ASSOCIATION OF GRADUATES | ||||||||
| 698 MILLS RD | WEST POINT | NY | 10996 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 | |
| WOMEN'S GUILD CEDARS-SINAI | ||||||||
| 8700 BEVERLY BOULEVARD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,350 | |
| YAVNEH HEBREW ACADEMY | ||||||||
| 5353 W 3RD STREET | LOS ANGELES | CA | 90020 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 | |
| YESHIVA GEDOLAH OF LOS ANGELES | ||||||||
| 5444 WEST OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $60,000 | |
| YOU MAKE A DIFFERENCE | ||||||||
| 775 SPARTAN BLVD | SPARTANBURG | SC | 29301 | NONE | PC | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,187,496 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,276,962 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,422,247 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$5,145,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,145,285 | 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/PROFESSIONAL FEES | CategoryTxt |
| Amt | $24,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS (DETAILED SCHEDULE MAINTAINED) | BondNm |
| EOY Book Value | $15,283,972 | EOYBookValueAmt |
| EOYFMV | $15,559,400 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK (DETAILED SCHEDULE MAINTAINED) | StockNm |
| EOY Book Value | $16,617,132 | EOYBookValueAmt |
| EOYFMV | $18,555,495 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,215,103 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,349,340 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS (DETAILED SCHEDULE MAINTAINED) | AT COST | $7,608,965 | $7,601,727 |
| OTHER CAPITAL INVESTMENTS (DETAILED SCHEDULE MAINTAINED) | AT COST | $166,000 | $166,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,975 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,975 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $376 | $0 | $376 |
| OFFICE EXP | $3,938 | $0 | $3,938 |
| INSURANCE | $4,016 | $0 | $4,016 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $309,826 | $0 | $309,826 |
| BROKER FEES | $154,998 | $154,998 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTERNAL REVENUE SERVICE | $57,469 | $0 | $0 |
| FOREIGN TAX | $19,045 | $19,045 | $0 |
Comments