MOSKOWITZ FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MOSKOWITZ FAMILY FOUNDATION (EIN 46-5160772)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-07-10
- IRS object ID
- 202031929349100643
- Schema version
- 2018v3.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T14:15:57-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18101 VON KARMAN AVE1400 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465160772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSKOWITZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOSK | BusinessNameControlTxt |
| Phone | 9497184517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9250 WILSHIRE BLVD NO 303 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY MOSKOWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9497184517 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL S JUNIPER | PreparerPersonNm |
| PTIN | P00544657 | PTIN |
| Phone | 9492243300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.104.2.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 08:23:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Federal Original Submission Id | 33884920201910358e18 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01F56C872707A50C9BF7C6D34D815133992BD930 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,234,128 | 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 | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $265,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,273 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $390 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $390 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $431 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,772 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,304 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $244,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,711 | CashBOYAmt |
| Cash EOY | $99,918 | CashEOYAmt |
| Cash EOYFMV | $99,918 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,465,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,392,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,570,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $474,619 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $573,683 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $563,634 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $341 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,007,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,065,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,234,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,007,819 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,065,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,007,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,065,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,007,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,065,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,007,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,304 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,687 | OtherIncreasesAmt |
| Subtotal | $2,065,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,065,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DFA COMMODITY STRATEGY PORT INSTL, 23320G463 | 2019-03-28 | 2019-04-03 | $800 | $770 | $30 | $30 |
| SHORT-TERM REALIZED LOSS | 2019-01-01 | 2019-01-31 | $413 | -$413 | -$413 | |
| DF A COMMODITY STRATEGY PORT INSTL, 23320G463 | 2017-12-15 | 2019-04-03 | $50,517 | $51,518 | -$1,001 | -$1,001 |
| PHILIP MORRIS INTERNATIONAL INC COM NPV, PM | 2008-03-28 | 2019-07-11 | $157,952 | $1,303 | $156,649 | $156,649 |
| LONG-TERM LOSS | 2008-03-28 | 2019-01-31 | $26,828 | -$26,828 | -$26,828 | |
| CAPITAL GAIN DISTRIBUTION | 2017-01-01 | 2018-12-31 | $56,630 | $56,630 | $56,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,067 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$383 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $188,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,151,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $195,191 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,063,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,519 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,780,234 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $187,819 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,652,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.113667 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $814,462 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.212410 | DistributionYr5Rt |
| Total Distribution | 0.600069 | TotalDistributionRt |
| Average Distribution | 0.120014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,105,782 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $252,723 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,445 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,168 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $187,825 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,889 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,889 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,889 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY MADELEINE MOSKOWITZ | IndividualWithBooksNm |
| Phone | 9497184517 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9250 WILSHIRE BLVD SUITE 303 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY MOSKOWITZ | ||||||||
| 9250 WILSHIRE BLVD SUITE 303 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MADELEINE MOSKOWITZ | ||||||||
| 9250 WILSHIRE BLVD SUITE 303 | BEVERLY HILLS | CA | 90212 | CFO/SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,039,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,137,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,137,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,068 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,105,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,289 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,289 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,889 | TotalTaxAmt |
| Distributable Before Adj | $100,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,974 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,278 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,444 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,425 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $634,869 | 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 | $140,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $493,918 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,974 | ExcessFromYear4Amt |
| Excess From Year3 | $78,766 | ExcessFromYear3Amt |
| Excess From Year2 | $104,475 | ExcessFromYear2Amt |
| Excess From Year1 | $82,278 | ExcessFromYear1Amt |
| Excess From Current Year | $87,425 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY MOSKOWITZ | ContributingManagerNm |
| Contributing Manager | MADELEINE MOSKOWITZ | ContributingManagerNm |
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLORADO COLLEGE | ||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | PC | OPERATIONAL SUPPORT | $15,000 |
| ART DIVISION | ||||||
| 2418 WEST 6TH STREET | LOS ANGELES | CA | 90057 | PC | OPERATIONAL SUPPORT | $17,000 |
| CAPITAL & MAIN | ||||||
| 1910 W SUNSET BLVD SUITE 740 | LOS ANGELES | CA | 90026 | PC | OPERATIONAL SUPPORT | $15,000 |
| CEDARS SINAI MEDICAL CENTER CO CARDIAC FELLOWS PROGRAM | ||||||
| 127 S SAN VINCENTE BLVD A3600 | LOS ANGELES | CA | 90048 | PC | OPERATIONAL SUPPORT | $15,000 |
| JUNIOR BLIND OF AMERICA | ||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | PC | OPEARTIONAL SUPPORT | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | PC | OPEARTIONAL SUPPORT | $25,000 |
| HOLLYWOOD FOOD COALITION | ||||||
| 5939 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | PC | OPEARATIONAL SUPPORT | $25,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | OPERATIONAL SUPPORT | $25,000 |
| SEE INTERNATIONAL | ||||||
| 175 CREMONA DRIVE SUITE 100 | SANTA BARBARA | CA | 93117 | PC | OPERATIONAL SUPPORT | $10,000 |
| PARNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PC | OPERATIONAL SUPPORT | $10,000 |
| INSIGHTLA | ||||||
| 1430 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | PC | OPERATIONAL SUPPORT | $10,000 |
| OAKWOOD SCHOOL | ||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | PC | OPERATIONAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,000 | 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 | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $251,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,273 | 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 | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND MUTUAL FUNDS | BondNm |
| EOY Book Value | $573,683 | EOYBookValueAmt |
| EOYFMV | $563,634 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK AND STOCK ETF | $172,986 | $170,318 |
| STOCK MUTUAL FUND | $1,219,223 | $1,400,258 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $390 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $390 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATRION COSTS | Desc |
| BOY Book Value | $341 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUSINESS LICENSES AND FEES | $35 | $0 | $0 | $35 |
| MANAGEMENT FEE | $4,772 | $4,772 | $0 | $0 |
| AMORTIZATION EXPENSE | $341 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY MARK TO MARK ADJ | Desc |
| Amt | $1,687 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $431 | Amt |
| Net Investment Income | $431 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments