THE BRESLOW FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE BRESLOW FOUNDATION (EIN 20-1674497)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349107193
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T19:30:09-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | 201674497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRESLOW FOUNDATION (FRMLY | BusinessNameLine1Txt |
| Business Name Line2 | KNOWN AS BRESLOW FAMILY FOUNDATION) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRES | BusinessNameControlTxt |
| Phone | 3104784148 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC BRESLOW | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3104784148 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH COELHO | PreparerPersonNm |
| PTIN | P00444713 | PTIN |
| Phone | 3104784148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 34.104.2.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:44:55 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEAA048E2E2D3A8683EF03E51CAC9A4098CCEB10 | 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 | $303,818 | 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 | $2,809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,729 | 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 |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $352 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219 | CashBOYAmt |
| Cash EOY | $177 | CashEOYAmt |
| Cash EOYFMV | $177 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,571 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,591 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $118,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $97,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,378 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,216 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $72,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $174,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $172,672 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $296,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $284,178 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $303,818 | 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 | $296,223 | RetainedEarningBOYAmt |
| Retained Earning EOY | $284,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $296,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $284,178 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $296,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $284,178 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $296,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $284,178 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $284,178 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 10,000 SHS GE CAPITAL CORP MTN 6.750% 3/15/32 | P | 2019-01-30 | $10,696 | $13,902 | -$3,206 | -$3,206 |
| 40 SHS PACWEST BANCORP | P | 2019-03-01 | $1,646 | $1,658 | -$12 | -$12 |
| 10 SHS AMERICAN ELEC PWR INC | P | 2019-04-29 | $845 | $667 | $178 | $178 |
| 10 SHS CINCINNATI FINANCIAL CORP | P | 2019-04-29 | $915 | $759 | $156 | $156 |
| 10 SHS EPR PROPERTIES REIT | P | 2019-04-29 | $780 | $798 | -$18 | -$18 |
| 20 SHS LIBERTY PROPERTY TRUST REIT | P | 2019-04-29 | $975 | $802 | $173 | $173 |
| 10 SHS MID-AMER APARTMENT COMM REIT | P | 2019-04-29 | $1,074 | $950 | $124 | $124 |
| 10 SHS PAYCHEX INC | P | 2019-04-29 | $829 | $601 | $228 | $228 |
| 10 SHS PROCTER & GAMBLE CO | P | 2019-04-29 | $1,034 | $871 | $163 | $163 |
| 10 SHS WP CAREY INC REIT | P | 2019-04-29 | $781 | $666 | $115 | $115 |
| 10,000 SHS ANHEUSER-BUSCH 3.650% 2/01/26 | P | 2019-05-17 | $10,234 | $10,656 | -$422 | -$422 |
| 10,000 SHS BP CAP MKTS AMER 3.017% 1/16/27 | P | 2019-05-17 | $9,817 | $9,325 | $492 | $492 |
| 10,000 SHS CITIGROUP INC 3.700% 1/12/26 | P | 2019-05-17 | $10,215 | $10,622 | -$407 | -$407 |
| 10,000 SHS GEN MOTORS FINL CO 4.350% 1/17/27 | P | 2019-05-17 | $9,923 | $10,193 | -$270 | -$270 |
| 10,000 SHS GOLDMAN SACHS MTN 4.000% 3/03/24 | P | 2019-05-17 | $10,380 | $10,844 | -$464 | -$464 |
| 10,000 SHS MORGAN STANLEY MTN 4.000% 7/23/25 | P | 2019-05-17 | $10,426 | $9,946 | $480 | $480 |
| 10,000 SHS TARGET CORP 3.500% 7/01/24 | P | 2019-05-17 | $10,405 | $10,488 | -$83 | -$83 |
| 15,000 SHS WELLS FARGO CO MTN 3.450% 2/13/23 | P | 2019-05-17 | $15,198 | $14,240 | $958 | $958 |
| 10 SHS KIMBERLY CLARK CORP | P | 2019-06-12 | $1,343 | $1,294 | $49 | $49 |
| 5 SHS LOCKHEED MARTIN CORP | P | 2019-06-12 | $1,785 | $1,159 | $626 | $626 |
| 5 SHS MID-AMER APARTMENT COMM REIT | P | 2019-06-12 | $581 | $467 | $114 | $114 |
| 65 SHS WESTROCK CO | P | 2019-06-12 | $2,387 | $4,062 | -$1,675 | -$1,675 |
| 20 SHS WP CAREY INC REIT | P | 2019-06-12 | $1,693 | $1,312 | $381 | $381 |
| 3 SHS B&G FOODS INC | P | 2019-08-22 | $56 | $140 | -$84 | -$84 |
| 18 SHS B&G FOODS INC | P | 2019-08-23 | $329 | $841 | -$512 | -$512 |
| 44 SHS B&G FOODS INC | P | 2019-08-28 | $786 | $2,022 | -$1,236 | -$1,236 |
| 65 SHS SIX FLAGS ENTERTAINMENT CORPORATION | P | 2019-10-28 | $2,904 | $3,278 | -$374 | -$374 |
| CAPITAL LOSS ADJUSTMENT | P | 2019-12-17 | $53 | -$53 | -$53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,579 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $907 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,965 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $307,902 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.152532 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,855 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $349,010 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059755 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $362,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $387,058 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $359,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054879 | DistributionYr5Rt |
| Total Distribution | 0.361033 | TotalDistributionRt |
| Average Distribution | 0.072207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $293,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,181 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $78 | 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 | 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 | WWW.BRESLOWFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | WENDY BRESLOW | IndividualWithBooksNm |
| Phone | 3104784148 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY BRESLOW | ||||||||
| 11766 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90025 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ERIC BRESLOW | ||||||||
| 11766 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90025 | SECRETARY | 3.00 | $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 | $286,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $297,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,667 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,667 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $248 | TotalTaxAmt |
| Distributable Before Adj | $14,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,978 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,128 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,694 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,630 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,119 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,119 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,511 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $33,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,681 | ExcessFromYear2Amt |
| Excess From Year1 | $31,830 | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOS ANGELES CONSERVANCY | ||||||
| 523 W SIXTH STREET STE 826 | LOS ANGELES | CA | 90014 | 501(C)(3) | UNRESTRICTED GIFT | $2,500 |
| VOS CENTER FOR JEWISH LIFE | ||||||
| 26668 AGOURA ROAD | CALABASAS | CA | 91302 | 501(C)(3) | UNRESTRICTED GIFT | $1,800 |
| UNIVERSITY OF THE AFTERMARKET FOUNDATION | ||||||
| 7101 WISCONSIN AVE | BETHESDA | MD | 20814 | 501(C)(3) | UNRESTRICTED GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,300 | 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 | $2,809 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,150 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,150 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK EQUITY | StockNm |
| EOY Book Value | $97,954 | EOYBookValueAmt |
| EOYFMV | $119,378 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $174,456 | BookValueAmt |
| EOYFMV | $172,672 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $352 | $352 | $0 | $0 |
| TELEPHONE | $2,785 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $300 | $0 | $0 | $0 |
| STATE FILING FEE | $20 | $0 | $0 | $0 |
| LICENSES AND PERMIT | $238 | $0 | $0 | $0 |