PLATT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-28
- IRS object ID
- 202042419349100724
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-28T17:02:46-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | 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 | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2020-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.184.41.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-21 | IPDt |
| IP Tm | 14:14:43 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9394A9B681781E7D8729FDFCC5FB2516B8C27F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,424,534 | 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 | $1,010,375 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $54,223 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $564,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,788 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,071,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,841 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $105 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $597,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $598,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $461,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,357 | CashBOYAmt |
| Cash EOY | $29,697 | CashEOYAmt |
| Cash EOYFMV | $29,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,065,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $603,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $603,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $665,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,790,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,790,913 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,760,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,424,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,424,534 | 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 | $1,760,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,424,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,760,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,424,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,760,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,424,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,760,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $461,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $201,609 | OtherIncreasesAmt |
| Subtotal | $2,424,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,424,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $564,145 | $557,360 | $6,785 | $6,785 |
| CAPITAL GAINS DIVIDENDS | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,788 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $522,338 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,146,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.455476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $659,618 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,220,213 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.540576 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $528,989 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,108,002 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.477426 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,324,316 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077852 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,381,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051968 | DistributionYr5Rt |
| Total Distribution | 1.603298 | TotalDistributionRt |
| Average Distribution | 0.320660 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,398,933 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $769,242 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $601 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $769,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $598,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,202 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,202 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,026 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,202 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $176 | OriginalReturnTaxPaidAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $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 | $1,749,183 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $686,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,435,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,435,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,398,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,202 | TotalTaxAmt |
| Distributable Before Adj | $118,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $598,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $598,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $598,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,230 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,661 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $474,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $600,671 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $465,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,583,095 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $598,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $118,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $480,005 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,063,100 | 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 | $4,230 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,058,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,661 | ExcessFromYear4Amt |
| Excess From Year3 | $474,811 | ExcessFromYear3Amt |
| Excess From Year2 | $600,671 | ExcessFromYear2Amt |
| Excess From Year1 | $465,722 | ExcessFromYear1Amt |
| Excess From Current Year | $480,005 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| NYU SCHOOL OF LAW | |||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $200,000 | |
| MCC THEATER | |||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $200,000 | |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 WEST 35TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $100,000 | |
| THE JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $28,000 | |
| JJ GREENBERG INSTITUTE FOR THE ADVANCEMENT OF JEWISH LIFE | |||||||
| 4660 INDEPENDENCE AVE | RIVERDALE | NY | 10471 | PC | GENERAL SUPPORT | $25,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 3803 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $18,000 | |
| UCSF FOUNDATION | |||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | PC | GENERAL SUPPORT | $15,000 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $6,000 | |
| CAMP RAMAH | |||||||
| 17525 VENTURA BOULEVARD SUITE 310 | ENCINO | CA | 91316 | PC | GENERAL SUPPORT | $2,000 | |
| FJC | |||||||
| 520 EIGHTH AVENUE 20TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $1,800 | |
| SHATTERPROOF | |||||||
| 101 MERRITT 7 CORPORATE PARK 1ST | NORWALK | CT | 06851 | PC | GENERAL SUPPORT | $1,200 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $597,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,855 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,078 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PLATT CP 2008 TRUST | ||||||
| 1 | 4208 OVERLAND AVENUE | CULVER CITY | CA | 90230 | $800,000 | Yes (X) |
| JULIE PLATT | ||||||
| 2 | 4208 OVERLAND AVENUE | CULVER CITY | CA | 90230 | $210,375 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF CHANGES ON AMENDED RETURN | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, ITEM G | FormAndLineReferenceDesc |
| Medium Explanation | THE TAX RETURN IS BEING AMENDED TO REPORT THE CONTRIBUTION OF $210,375 FROM JULIE PLATT.2019 FORM 990-PF AMENDED:PART I, LINE 1: CHANGED FROM $800,000 TO $1,010,375.PART III, LINE 3: CHANGED FROM $411,984 TO $201,609.SCHEDULE B: ADDED CONTRIBUTION OF $210,375 FROM JULIE PLATT. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVERY DENNISON CORPORATION (AYY) | $10,596 | $10,596 |
| BOOZ ALLEN HAMILTON HLDG CL-A (BAH) | $8,322 | $8,322 |
| BURLINGTON STORES INC (BURL) | $10,489 | $10,489 |
| CHARLES RIVER LABS INTL INC (CRL) | $10,082 | $10,082 |
| CHURCH & DWIGHT CO INC (CHD) | $8,229 | $8,229 |
| CINTAS CORP (CTAS) | $11,301 | $11,301 |
| COOPER CO INC NEW (COO) | $9,317 | $9,317 |
| COPART INC (CPRTI) | $10,731 | $10,731 |
| DIODES INC (DIOD) | $12,007 | $12,007 |
| ETSY INC COM (ETSY) | $6,335 | $6,335 |
| FIRST REPUBLIC BANK (FRC) | $9,513 | $9,513 |
| FIVE BELOW (FIVE) | $8,055 | $8,055 |
| GENERAC HLDGS INC COM (GNRC) | $10,864 | $10,864 |
| GENPACT LTD (G) | $11,344 | $11,344 |
| HD SUPPLY HOLDINGS (HDS) | $7,883 | $7,883 |
| IDEX CORPORATION DELAWARE (IEX) | $9,632 | $9,632 |
| JACK HENRY& ASSOC INC (JKHY) | $8,595 | $8,595 |
| JAZZ PHARMACEUTICALS PLC (JAZZ) | $9,106 | $9,106 |
| KEYSIGHT TECHNOLOGIES INC (KEYS) | $11,802 | $11,802 |
| LAMB WESTON HLDGS INC COM (LW) | $9,119 | $9,119 |
| LENNOX INTL INC (LIL) | $8,295 | $8,295 |
| MC CORMICK AND CO NON VOTING (MKC) | $9,505 | $9,505 |
| METTLER TOLEDO INTL (MTD) | $10,313 | $10,313 |
| MONOLITHIC PWR SYSTEMS INC (MPWR) | $11,571 | $11,571 |
| PAYCOM SOFTWARE INC (PAYC) | $9,267 | $9,267 |
| POOL CORP (POOL) | $10,831 | $10,831 |
| QUALYS INC COM (QLYS) | $8,170 | $8,170 |
| RAYMOND JAMES FINCL INC (RJF) | $8,767 | $8,767 |
| RBC BEARINGS INC (ROLL) | $9,342 | $9,342 |
| RESMED INC (RMD) | $10,228 | $10,228 |
| SKYWORKS SOLUTIONS INC (SWKS) | $13,780 | $13,780 |
| STERIS PLC (STE) | $10,365 | $10,365 |
| SUN COMMUNITIES | $9,006 | $9,006 |
| SYNOPSYS INC (SNPS) | $11,971 | $11,971 |
| TAKE TWO INTERACTIVE SOFTWARE (TTWO) | $9,305 | $9,305 |
| TELEDYNE TECH INC (TDY) | $10,050 | $10,050 |
| VARIAN MEDICAL SYS INC (VAR) | $9,799 | $9,799 |
| WEX INC COM | $9,007 | $9,007 |
| XYLEM INC COM (XYL) | $8,903 | $8,903 |
| ZEBRA TECH CL-A (ZBRA) | $11,495 | $11,495 |
| ALTRIA GROUP INC (MO) | $8,036 | $8,036 |
| APPLE INC (AAPL) | $30,540 | $30,540 |
| BERKSHIRE HATHAWAY CL-B NEW (BRKB) | $18,800 | $18,800 |
| BLACKROCK INC (BLK) | $15,081 | $15,081 |
| CARNIVAL CP NEW PAIRED COM (CCL) | $16,164 | $16,164 |
| CHEVRON CORP (CVX) | $9,038 | $9,038 |
| CINCINNATI FINANCIAL OHIO (CINF) | $11,251 | $11,251 |
| CISCO SYS INC (CSCO) | $15,155 | $15,155 |
| COCA COLA CO (KO) | $8,026 | $8,026 |
| CROWN CASTLE INTL CORP (CCI) | $14,073 | $14,073 |
| DELTA AIR LINES INC NEW (DAL) | $13,567 | $13,567 |
| DIAGEO PLC SPON ADR NEW (DEO) | $14,484 | $14,484 |
| DOMINION ENERGY INC (D) | $14,908 | $14,908 |
| FASTENAL CO (FAST) | $15,445 | $15,445 |
| FRANKLIN RESOURCES INC (BEN) | $6,027 | $6,027 |
| INTEL CORP (INTC) | $15,920 | $15,920 |
| JOHNSON & JOHNSON (JNJ) | $14,295 | $14,295 |
| KINDER MORGAN INCORP (KMI) | $6,880 | $6,880 |
| LOWES COMPANIES INC (LOW) | $15,090 | $15,090 |
| MERCK & CO INC NEW COM (MRK) | $17,099 | $17,099 |
| MICROSOFT CORP (MSFT) | $14,666 | $14,666 |
| NESTLE SPON ADR REP REG SHR (NSRGY) | $9,419 | $9,419 |
| NORFOLK SOUTHERN CORP (NSC) | $15,725 | $15,725 |
| PACCAR INC (PCAR) | $8,622 | $8,622 |
| PAYCHEX INC (PAYX) | $11,823 | $11,823 |
| PFIZER INC (PFE) | $14,536 | $14,536 |
| PHILIP MORRIS INTL INC (PM) | $4,595 | $4,595 |
| TARGET CORPORATION (TGT) | $12,052 | $12,052 |
| TEXAS INSTRUMENTS (TXN) | $15,395 | $15,395 |
| UNITED PARCEL SER INC CL-B (UPS) | $12,877 | $12,877 |
| VERIZON COMMUNICATIONS (VZ) | $11,420 | $11,420 |
| WELLS FARGO & CO NEW (WFC) | $16,732 | $16,732 |
| BARCLAYS BK PLC AUTOCLL LKD 25 (BAKYZ) | $75,150 | $75,150 |
| BCS 9.85% CONTINGENT AUTOCALL CSCO (SQBLW) | $74,550 | $74,550 |
| BCS CONTINGENT 8.75% AUTOCALL ON VIAB (SPWBE) | $55,200 | $55,200 |
| BCS CONTINGENT 9.4% AUTOCALL ON KHC (SPZMA) | $25,300 | $25,300 |
| CITI CONTINGENT 10.45% AUTOCALL ON KR | $49,800 | $49,800 |
| CS 8.25% CONTINGENT AUTOCALL MSFT (SQBHO) | $101,300 | $101,300 |
| CS 8.75% CONTINGENT AUTOCALL MMM (SQAWI_ | $75,600 | $75,600 |
| GS 9.65% CONTINGENT AUTOCALL XOP (SQBAA) | $71,550 | $71,550 |
| JPM CONTINGENT 9% AUTOCALL ON MAT (SPWGE) | $23,840 | $23,840 |
| PFIZER INC (PFE) | $215,490 | $215,490 |
| UBS 11.15% CONTINGENT AUTOCALL NVDA (SQBHJ) | $101,800 | $101,800 |
| UBS AG LONDON BRANCH TRIGGER PHX AUTOCALLABLE OPT (TRAGZ) | $100,300 | $100,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $201,609 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $8,841 | Amt |
| Net Investment Income | $8,841 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $160 | $0 | $0 |
| FOREIGN TAX | $0 | $105 | $0 |
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