HITTER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HITTER FAMILY FOUNDATION (EIN 95-4790803)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-29
- IRS object ID
- 202542419349100709
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-29T10:31:27-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | LOS ANGELES COUNTY FIRE | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 831617766 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 WILSHIRE BLVD STE 800 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954790803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HITTER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HITT | BusinessNameControlTxt |
| Phone | 3108803882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10545 PICO BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE HITTER | PersonNm |
| Person Title | President/Director | PersonTitleTxt |
| Signature | 2025-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R DORFMAN | PreparerPersonNm |
| PTIN | P00242413 | PTIN |
| Phone | 3239341100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,492,315 | 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 | $332,945 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,495 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,495 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,495 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $120,113 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,113 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $120,113 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,475,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,201 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,924 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $706,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $364,809 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $121,608 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,269 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,730 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,274 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,999 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $366,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $339,700 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $345,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $121,608 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $132,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $441,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $441,338 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $565,913 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $437,740 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $428,537 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,452,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,761,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,651,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $845,422 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $850,984 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $814,665 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,524,429 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,150,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,156,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,520,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,642,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,492,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,520,771 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,642,433 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,520,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,642,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,520,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,642,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,520,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $339,700 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,860,471 | SubtotalAmt |
| Other Decreases | $218,038 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,642,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #5095 - LT NON-COVERED | P | 2020-01-01 | 2024-11-22 | $83,629 | $73,045 | $10,584 | $10,584 |
| CS #0911 - LT NON-COVERED | P | 2020-01-01 | 2024-12-31 | $737,394 | $500,583 | $236,811 | $236,811 |
| CS #0911 - ST NON-COVERED | P | 2024-01-01 | 2024-12-31 | $299,448 | $303,547 | -$4,099 | -$4,099 |
| CS #0911 - UNKNOWN | P | 2024-01-01 | 2024-12-31 | $354,619 | $354,820 | -$201 | -$201 |
| Capital Gain Dividends | $106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,201 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,300 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,807 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,807 | SubtotalAmt |
| Tax Based On Investment Income | $4,807 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,004 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,004 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $843 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE HITTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108803882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10545 PICO BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE HITTER | ||||||
| 10545 PICO BLVD | LOS ANGELES | CA | 90064 | President/Direc | 1.00 | $0 |
| SABRINA HITTER | ||||||
| 9034 ALTO CEDRO DRIVE | BEVER LY HILLS | CA | 90210 | SEC/DIRECTOR | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,598,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,558 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,976,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,976,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,871,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $343,576 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $343,576 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,807 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,807 | TotalTaxAmt |
| Distributable Before Adj | $338,769 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $338,769 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $338,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $344,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,769 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $344,955 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,186 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,186 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,186 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $6,186 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CEDAR SINAI MEDICAL | |||||||
| PO BOX 48750 ROOM 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $54,500 |
| FRIENDS OF SHEBA HOSPITAL | |||||||
| 9911 W PICO BLVD 1220 | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL FUNDRAISING | $50,000 |
| ART CENTER COLLEGE OF DESIGN | |||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | NONE | PUBLIC | GENERAL FUNDRAISING | $35,000 |
| JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $15,000 |
| FRIENDS OF JEWISH RENEWAL IN POLAND | |||||||
| 3700 WILSHIRE BLVD 957 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL FUNDRAISING | $6,000 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PUBLIC | GENERAL FUNDRAISING | $3,000 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| HOLOCAUST MUSEUM LA | |||||||
| 100 The Grove Drive | LOS ANGELES | CA | 90036 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| FRIENDS OF LARC | |||||||
| 10560 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 |
| CANCER SUPPORT COMMUNITY | |||||||
| 1050 17 TH STREETNW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 |
| AMERICAN FRIENDS OF BAR- ILAN UNIVE | |||||||
| 8730 WILSHIRE BLVD SUITE 550 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | GENERAL FUNDRAISING | $40,000 |
| CONCERN FOUNDATION | |||||||
| 1026 S ROBERTSON BLVD STE 300 | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL | $6,000 |
| GLSEN | |||||||
| 110 WILLIAM ST 30TH FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | GENERAL | $2,000 |
| SPIRIT ROCK MEDITATION CENTER SRMC | |||||||
| PO BOX 169 | WOODACRE | CA | 94973 | NONE | PUBLIC | GENERAL | $25,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC | GENERAL | $3,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL | $1,000 |
| LACMA | |||||||
| 5905 WILSHIRE | LOS ANGELES | CA | 90036 | NONE | EOF | GENERAL | $500 |
| IACT | |||||||
| 1732 AVIATION BLVD | REDONDO BEACH | CA | 90278 | NONE | PC | GENERAL | $10,000 |
| PLANNED PARENTHOOD | |||||||
| 3637 SOUTH LA BREA AVE | LOS ANGELES | CA | 90016 | NONE | PC | GENERAL | $5,000 |
| AAR | |||||||
| 1415 L STREET | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL | $200 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 NORTH MICHIGAN AVE 17TH FLOOR | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $500 |
| JEWISH REVIVAL IN POLAND | |||||||
| PO BOX 5438 | BEVERLY HILLS | CA | 90209 | NONE | PC | GENERAL | $7,000 |
| ASPCAORG | |||||||
| 1850 W 60TH STREET | LOS ANGELES | CA | 90047 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 |
| DEFENDERS OF WILDLIFE | |||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEAIGHTS | NY | 10598 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,000 |
| VIPASSANA METTA FOUNDATION | |||||||
| PO BOX 1188 | KULA | HI | 96790 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC | GENERAL FUNDRAISING | $250 |
| MEALS ON THE WHEELS | |||||||
| 343 S CHURCH LN | LOS ANGELES | CA | 90049 | NONE | PC | GENERAL FUNDRAISING | $2,000 |
| FEEDING AMERICA | |||||||
| 1610 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL FUNDRAISING | $2,000 |
| VALLECITOS MOUNTAIN RETREAT CENTER | |||||||
| FOREST RD 91B | TIERRA AMARILLA | NM | 87575 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| LOS ANGELES MISSION | |||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL FUNDRAISING | $2,000 |
| CSUN FOUNDATION | |||||||
| 18111 Nordhoff St Valera Hall 110 | Northridge | CA | 91330 | NONE | PC | GENERAL FUNDRAISING | $7,000 |
| ISRAEL CONGREGATION | |||||||
| 6025 Main Street | Manchester Center | VT | 05255 | NONE | PC | GENERAL FUNDRAISING | $6,895 |
| JERUSALEM ACADEMY MUSIC DANCE | |||||||
| 630 Third Ave Room 1500 | New York | NY | 10017 | NONE | PC | GENERAL FUNDRAISING | $25,000 |
| PBS SO CAL | |||||||
| 2900 W Alameda Ave Suite 600 | Burbank | CA | 91505 | NONE | PC | GENERAL FUNDRAISING | $60 |
| SIMON WEISENTHAL CENTER | |||||||
| 1399 South Roxbury Drive | Los Angeles | CA | 90035 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET STE 800 | MIAMI | FL | 33131 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| TACONIC MUSIC | |||||||
| PO Box 732 | Manchester | VT | 05254 | NONE | PC | GENERAL FUNDRAISING | $500 |
| THE HUMANE SOCIETY | |||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | NONE | PC | GENERAL FUNDRAISING | $200 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | GENERAL FUNDRAISING | $100 |
| DORSET THEATRE FESTIBLE | |||||||
| PO BOX 510 | CORSET | VT | 05251 | NONE | PC | GENERAL FUNDRAISING | $250 |
| HAWAII FOOD BANK | |||||||
| 2611 KILIHAU ST | HONOLULU | HI | 96819 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| JEWISH CREATIVITY INT'L BILL ARON | |||||||
| 5850 W 3RD ST STE E PMB 1149 | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 East 69th Street | NEW YORK | NY | 10021 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| NIBEZUN | |||||||
| PO BOX 387 | OLD TOWN | ME | 04468 | NONE | PC | GENERAL FUNDRAISING | $250 |
| THE FILM COLLABORATIVE | |||||||
| 3405 CAZADOR ST | LOS ANGELES | CA | 90065 | NONE | PC | GENERAL FUNDRAISING | $5,000 |
| VERMONT HOLOCAUST MEMORIAL | |||||||
| PO BOX 436 | JEFFERSONVILLE | VT | 05464 | NONE | PC | GENERAL FUNDRAISING | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,955 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,495 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,113 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $106 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $243,095 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $106 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $243,095 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $373,733 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HITTER FAMILY LIMITED PARTNERSHIP | ||||||
| 1 | 10545 PICO BLVD | LOS ANGELES | CA | 90064 | $127,698 | Yes (X) |
| HITTER FAMILY LIMITED PARTNERSHIP | ||||||
| 2 | 10545 PICO BLVD | LOS ANGELES | CA | 90064 | $104,699 | Yes (X) |
| HITTER FAMILY LIMITED PARTNERSHIP | ||||||
| 3 | 10545 PICO BLVD | LOS ANGELES | CA | 90064 | $100,548 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES TRANSFERRED NAME: DOCUSIGN INCSYMBOL: DOCUQUANTITY: 1,195 | $127,698 | 2024-12-06 |
| 2 | SECURITIES TRANSFERRED NAME: REDDIT INC CLASS ASYMBOL: RDDTQUANTITY: 655 | $104,699 | 2024-12-06 |
| 3 | SECURITIES TRANSFERRED NAME: DOCUSIGN INCSYMBOL: DOCUQUANTITY: 1,800 | $100,548 | 2024-09-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - CORPORATE BONDS | BondNm |
| EOY Book Value | $850,984 | EOYBookValueAmt |
| EOYFMV | $814,665 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,761,629 | EOYBookValueAmt |
| EOYFMV | $4,651,775 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $437,740 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $428,537 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TERRA SECURED INCOME FUND 5 LLC | AT COST | ||
| VIRTUS REAL ESTATE | AT COST | $94,060 | $94,060 |
| TERRA SECURED INCOME FUND 7 LLC | AT COST | $159,109 | $159,109 |
| WILSHIRE QUINN INCOME FUND, LLC | AT COST | $99,462 | $99,462 |
| ROCKFORD OPPORTUNITY FUND I LP | AT COST | $63,881 | $63,881 |
| ARCHWAY REAL ESTATE INCOME FUND I, LP | AT COST | $102,038 | $102,038 |
| OAKHURST INCOME FUND II, LP | AT COST | $103,393 | $103,393 |
| OAKHURST OPPORTUNITY LENDING FUND I, LP | AT COST | $76,857 | $76,857 |
| OAKHURST REAL ESTATE FUND III, LP | AT COST | $101,073 | $101,073 |
| BLUEARC INDUSTRIAL DEVELOPMENT | AT COST | $178,536 | $178,536 |
| CHARLES SCHWAB - MUTUAL FUNDS | AT COST | $57,290 | $48,566 |
| CHARLES SCHWAB - OTHER ASSETS | AT COST | $115,043 | $129,025 |
| FIDELITY (LIDO) #5095 | AT COST |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCRUED INTEREST PAID ON INVESTMENTS | $3,989 | $3,989 |
| BANK CHARGES | $10 | $10 |
| DUES AND SUBSCRIPTIONS | $100 | |
| PENALTY | $175 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $8,924 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $6,269 | Amt |
| Net Investment Income | $6,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $8,090 | $8,090 |
| FOREIGN TAXES PAID | $640 | $640 |
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