THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-09
- IRS object ID
- 202542529349100424
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-09T14:27:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | 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 | 954129953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RASKIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RASK | BusinessNameControlTxt |
| Phone | 8184155359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DR | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY M RASKIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8184155359 | PhoneNum |
| Signature | 2025-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEB NELSON CPA | PreparerPersonNm |
| PTIN | P01264758 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-09-05 | PreparationDt |
| 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 | $549,114 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,392 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,392 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,319 | 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 |
| Other Prof Fees Rev And Expnss | $6,302 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,302 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $242 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,571 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,724 | CashBOYAmt |
| Cash EOY | $6,223 | CashEOYAmt |
| Cash EOYFMV | $6,223 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $145,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $136,952 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $210,556 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $312,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $322,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $320,686 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $463,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $477,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $549,114 | 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 | $463,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $477,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $477,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $463,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $477,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $425 | OtherIncreasesAmt |
| Subtotal | $477,630 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $477,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - COVERED | P | $442,815 | $406,758 | $36,057 | $36,057 |
| PUBLICLY TRADED SECURITIES - UNCOVERED | P | $20,707 | $16,429 | $4,278 | $4,278 |
| CAPITAL GAINS DIVIDENDS | P | $57 | $57 | $57 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,392 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $616 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $616 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $20 | 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 | GARY M RASKIN | IndividualWithBooksNm |
| Phone | 8184155359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY M RASKIN | ||||||||
| 3355 RIDGECREST DRIVE | CARLSBAD | CA | 92008 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| LAURIE SHUMAN | ||||||||
| 16121 SANDY LANE | ENCINO | CA | 91436 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VICTORIA R RASKIN | ||||||||
| 102 PINECREST DRIVE | ANNAPOLIS | MD | 21403 | VICE PRESIDENT | 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 |
| 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $519,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $531,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $531,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $523,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $636 | TotalTaxAmt |
| Distributable Before Adj | $25,522 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,522 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,514 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,514 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,113 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,390 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,522 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,992 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,495 | 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 | $11,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,113 | ExcessFromYear2Amt |
| Excess From Year1 | $1,390 | ExcessFromYear1Amt |
| Excess From Current Year | $4,992 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY RASKIN PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8184155359 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED, AND THE NATURE AND PURPOSE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABORTION CARE TENNESSEE | |||||||
| 4525 CHARLOTTE AVE | NASHVILLE | TN | 37209 | NONE | PC | TO PROVIDE ABORTION FUNDING DIRECTLY TO CLINICS FOR PATIENTS IN NEED OF FINANCIAL ASSISTANCE. | $1,500 |
| ANNAPOLIS DRAGON BOAT FOUNDATION INC | |||||||
| PO BOX 6596 | ANNAPOLIS | MD | 21401 | NONE | PC | TO PROMOTE THE DEVELOPMENT OF HEALTHY BODIES AND SPIRITS FOR MEN AND WOMEN, TO SUPPORT RECOVERY FROM BREAST CANCER AND ALL OTHER CANCERS, AND TO GROW FRIENDSHIPS AND TEAMWORK. | $1,000 |
| BALTIMORE ABORTION FUND INC | |||||||
| 822 GULFORD AVE SUITE STE 1864 | BALTIMORE | MD | 21202 | NONE | PC | TO PROVIDE ABORTION FUNDING SUPPORT FOR THE ORGANIZATION TO PROVIDE FINANCIAL ASSISTANCE TO PEOPLE WHO LIVE IN OR TRAVEL TO MARYLAND FOR ABORTION CARE. | $1,500 |
| CHLOE AND MAUD FOUNDATION INC | |||||||
| 3505 DAVIS ST NW | WASHINGTON | DC | 20007 | NONE | PC | TO ENSURE THAT BLACK AND BROWN CHILDREN HAVE EQUAL OPPORTUNITY, ENCOURAGEMENT, AND ACCESS IN THE FIELDS OF DANCE AND ENTREPRENEURSHIP. | $1,000 |
| COLLEGE TRACK | |||||||
| 483 9TH ST | OAKLAND | CA | 94607 | NONE | PC | TO SUPPORT STUDENTS FROM UNDERSERVED COMMUNITIES IN OBTAINING THEIR COLLEGE DEGREES. | $500 |
| DEMOCRACY FORWARD FOUNDATION | |||||||
| PO BOX 34553 | WASHINGTON | DC | 20043 | NONE | PC | TO SUPPORT THE ORGANIZATION PROVIDING SERVICES TO WORK THROUGH LEGAL AND ADMINISTRATIVE PROCESSES, HOLDING GOVERNMENT ACCOUNTABLE WHILE CONCURRENTLY EDUCATING THE PUBLIC. | $2,000 |
| GLASS ROOTS INC | |||||||
| 10 BLEEKER ST | NEWARK | NJ | 07102 | NONE | PC | TO SUPPORT THE CREATIVE & ECONOMIC VITALITY OF GREATER NEWARK. | $500 |
| HILLTOP ARTISTS | |||||||
| PO BOX 6829 | TACOMA | WA | 98417 | NONE | PC | TO SUPPORT GLASS ARTS PROGRAM THAT PROVIDES CLASSES AND INDIVIDUALIZED INSTRUCTION FOR STUDENTS AGED 12-25. | $500 |
| JACOBS & CUSHMAN SAN DIEGO FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | NONE | PC | TO PROVIDE FUND SUPPORT TO HELP PROVIDE FOOD TO PEOPLE IN NEED, ADVOCATE FOR THE HUNGRY AND EDUCATE THE PUBLIC ABOUT HUNGER ISSUES. | $750 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD 715 | LOS ANGELES | CA | 90048 | NONE | PC | TO SUPPORT THE ORGANIZATION IN OFFERING INTEREST-FREE LOANS TO INDIVIDUALS AND FAMILIES WHO MAY NOT QUALIFY FOR NORMAL LENDING. | $1,000 |
| NEW VILLAGE ARTS | |||||||
| 2787 STATE ST | CARLSBAD | CA | 92008 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROMOTING, PRODUCING, AND PERFORMING ART THROUGH THEATER. | $1,000 |
| PILCHUCK GLASS SCHOOL | |||||||
| 240 SECOND AVE S 100 | SEATTLE | WA | 98104 | NONE | PC | TO PROVIDE FUND SUPPORT IN EDUCATING ARTISTS EXPLORING THE CREATIVE USES OF GLASS IN ART AND DESIGN ENCOURAGING COLLABORATION AND EXPLORATION AMONG STUDENTS AS PART OF THE EDUCATIONAL EXPERIENCE. | $500 |
| RAICES | |||||||
| PO BOX 786100 | SAN ANTONIO | TX | 78278 | NONE | PC | TO PROVIDE AID TO IMMIGRANTS, REFUGEES, AND MARGINALIZED COMMUNITY MEMBERS THROUGH ADVOCACY. | $500 |
| RYMAN ARTS | |||||||
| 1933 S BROADWAY 11TH FLOOR 1138 | LOS ANGELES | CA | 90007 | NONE | PC | TO PROVIDE FUND SUPPORT FOR A DIVERSE COMMUNITY OF YOUNG ARTIST THROUGH RIGOROUS EDUCATION IN FUNDAMENTAL ART SKILLS AND MENTORING. | $750 |
| SCHACK ART CENTER | |||||||
| 2921 HOYT AVE | EVERETT | WA | 98201 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROMOTING VISUAL ARTS, ARTISTS, AND ART EDUCATION. | $500 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | TO WELCOME PEOPLE OF ALL COMMUNITIES AND GENERATIONS TO PARTICIPATE IN CULTURAL EXPERIENCES THAT CELEBRATE DISCOVERY AND HOPE, FOSTER HUMAN CONNECTIONS, AND CALL UPON US TO HELP BUILD A MORE JUST SOCIETY. | $12,000 |
| THE BERNIE HOUSE | |||||||
| 809 CHESTER AVE | ANNAPOLIS | MD | 21403 | NONE | PC | TO PROVIDE OPPORTUNITIES AND DEVELOP NON-OFFENDING PARENTS AND CHILDREN TO BECOME SELF-SUFFICIENT. | $1,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD 1550 | LOS ANGELES | CA | 90017 | NONE | PC | TO SUPPORT CURRENT AND FORMER FOSTER YOUTHS ON BECOMING SELF-SUFFICIENCY. | $500 |
| WALK THE WALK FOUNDATION | |||||||
| PO BOX 4203 | ANNAPOLIS | MD | 21401 | NONE | PC | TO SUPPORT CHILDREN IN NEED BY EMPOWERING INDIVIDUALS TO SERVE THROUGH THEIR TIME, TALENTS, AND TREASURES. | $1,500 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | NONE | PC | TO SUPPORT THE ORGANIZATION IN PROVIDING MEALS IN RESPONSE TO HUMANITARIAN. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | 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 | $222 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,705 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,392 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,319 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC SHS CL A | $5,456 | $8,897 |
| AMAZON COM INC COM | $2,589 | $6,362 |
| APPLE INC | $6,731 | $16,277 |
| BLACKROCK INC | $3,586 | $5,126 |
| BOSTON SCIENTIFIC CORP | $3,305 | $5,538 |
| BROADCOM INC | $2,413 | $6,028 |
| CONOCOPHILLIPS | $1,388 | $1,884 |
| COSTCO WHOLESALE CRP DEL | $3,397 | $6,414 |
| ELI LILLY & CO | $2,338 | $3,088 |
| EXXON MOBIL CORP COM | $4,807 | $4,733 |
| FERRARI NV | $2,211 | $2,549 |
| HILTON WORLDWIDE | $2,331 | $3,460 |
| HOME DEPOT INC | $3,170 | $3,890 |
| HONEYWELL INTL INC DEL | $1,758 | $2,033 |
| JPMORGAN CHASE & CO | $3,918 | $6,712 |
| KENVUE INC | $1,053 | $1,110 |
| MCDONALDS CORP COM | $2,868 | $2,899 |
| MICROSOFT CORP | $8,522 | $14,753 |
| NETFLIX COM INC | $2,385 | $4,457 |
| NVIDIA | $3,028 | $14,369 |
| PALO ALTO NETWORKS INC COM | $1,766 | $3,275 |
| PARKER HANNIFIN CORP | $3,135 | $5,724 |
| PROCTER & GAMBLE CO | $3,536 | $4,024 |
| PROGRESSIVE CRP OHIO | $2,028 | $3,834 |
| PROLOGIS INC | $2,627 | $2,643 |
| ROSS STORES INC COM | $2,851 | $3,328 |
| S&P GLOBAL INC | $3,762 | $4,980 |
| SCHLUMBERGER LTD | $1,265 | $997 |
| SERVICENOW INC | $1,780 | $4,240 |
| TESLA INC | $1,581 | $3,635 |
| UNION PACIFIC CORP | $1,713 | $1,824 |
| UNITED RENTALS INC COM | $1,732 | $2,818 |
| VISA INC CL A SHRS | $4,122 | $6,637 |
| WALMART INC | $3,510 | $6,415 |
| WELLTOWER INC | $2,044 | $2,899 |
| ZOETIS INC | $3,046 | $2,933 |
| ABBVIE INC SHS | $4,547 | $4,265 |
| SGNICO EAGLE MINES LTD | $1,571 | $1,799 |
| SMPHENOL CORP CLA NEW | $3,776 | $4,098 |
| CENCORA INC | $1,997 | $2,022 |
| ENTERFY CORP NEW | $3,134 | $3,639 |
| HOWMET AEROSPACE INC | $2,188 | $2,953 |
| INTERCONTINENTAL | $2,947 | $2,831 |
| JOHNSON CONTROLS INTER | $3,131 | $3,236 |
| MARTIN MARIETTA MATLS | $2,428 | $2,066 |
| WSTN DIGITAL CORP DEL | $3,481 | $2,862 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SILENSEED, LTD - 709 SHS - | AT COST | $41,875 | $41,875 |
| ISHARES TR CORE MSCI EAF | AT COST | $61,642 | $58,603 |
| BAIRD CORE PLUS BOND FD | AT COST | $57,431 | $55,345 |
| ISHARES CORE U.S. | AT COST | $45,065 | $45,252 |
| ISHARES RS 2000 GROWTH | AT COST | $17,367 | $18,996 |
| ISHARES RS 2000 VALUE | AT COST | $22,558 | $23,476 |
| ISHARES INC CORE MSCI | AT COST | $35,591 | $33,577 |
| PIMCO INTERNATIONAL BOND | AT COST | $5,038 | $5,084 |
| VANGUARD RUSSELL 1000 ET | AT COST | $4,333 | $5,165 |
| VANGUARD RUSSELL 1000 ET | AT COST | $31,906 | $33,313 |
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 |
|---|---|---|---|---|
| BANK CHARGES | $27 | $13 | $0 | $14 |
| TAXABLE EXPENDITURE | $1,500 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $425 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,302 | Amt |
| Net Investment Income | $6,302 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD AT SOURCE | CategoryTxt |
| Amt | $242 | Amt |
| Net Investment Income | $242 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |