SHEILA DAVE AND SHERRY GOLD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEILA DAVE AND SHERRY GOLD FOUNDATION (EIN 95-4636060)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349103070
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:58:26-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marina Pointe LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13700 Marina Pointe Dr No 632 | AddressLine1Txt |
| City | Marina del Rey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954636060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sheila Dave & Sherry Gold Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Jeff Gold | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON UDKOFF | InCareOfNm |
| Business Name Control | SHEI | BusinessNameControlTxt |
| Phone | 3104915925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 Laurel Canyon Blvd 139 | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF GOLD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104915925 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Moskal | PreparerPersonNm |
| PTIN | P00844033 | PTIN |
| Phone | 6312450530 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.91.120.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96794020193195000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A599E3EFF8B4309CE2DAC0CB9E16DEFDE13E56F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A599E3EFF8B4309CE2DAC0CB9E16DEFDE13E56F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,737,212 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,032,022 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,659,413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,659,413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,709,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,587,133 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$214,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,744,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $215,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $215,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,402,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,461,546 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $46,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,534 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,534 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,024,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,024,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,086,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,534 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,024,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,315,609 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,446,012 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,265,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,269,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,269,200 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,251,275 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,673,487 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,681,597 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,141,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,020,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,255,383 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,460,443 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,437,434 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $7,503,089 | OtherAssetsBOYAmt |
| Other Assets EOY | $28,328,981 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $28,328,981 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,416,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,732,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,737,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $46,416,502 | CapitalStockBOYAmt |
| Capital Stock EOY | $55,732,111 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,416,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,732,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,416,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,732,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,416,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,315,609 | ExcessRevenueOverExpensesAmt |
| Subtotal | $55,732,111 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $55,732,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 175,000 ANHEUSER BUSCH | P | 2017-11-21 | 2018-04-23 | $182,656 | $184,348 | -$1,692 | -$1,692 |
| 200,000 AMERICAN EXPRESS | P | 2017-11-21 | 2018-05-11 | $199,168 | $200,055 | -$887 | -$887 |
| 175,000 DOW CHEMICAL | P | 2017-11-21 | 2018-12-30 | $178,605 | $179,106 | -$501 | -$501 |
| 25,000 US TREASURY NOTES | P | 2017-11-21 | 2018-04-10 | $24,996 | $24,940 | $56 | $56 |
| 175,000 US TREASURY NOTES | P | 2017-11-21 | 2018-04-12 | $174,248 | $173,899 | $349 | $349 |
| 200,000 US TREASURY NOTES | P | 2017-11-21 | 2018-04-12 | $199,180 | $199,633 | -$453 | -$453 |
| 160,000 US TREASURY NOTES | P | 2017-11-21 | 2018-04-15 | $160,000 | $159,619 | $381 | $381 |
| 200,000 US TREASURY NOTES | P | 2017-11-21 | 2018-04-23 | $197,945 | $198,688 | -$743 | -$743 |
| 15,000 US TREASURY NOTES | P | 2017-11-21 | 2018-05-07 | $14,852 | $14,902 | -$50 | -$50 |
| 200,000 US TREASURY NOTES | P | 2017-11-21 | 2018-05-09 | $198,008 | $198,688 | -$680 | -$680 |
| 50,000 US TREASURY NOTES | P | 2017-11-21 | 2018-05-11 | $49,506 | $49,672 | -$166 | -$166 |
| 200,000 BANK OF NOVA SCOTIA | P | 2017-11-21 | 2018-07-19 | $198,074 | $198,644 | -$570 | -$570 |
| 500,000 US TREASURY NOTES | P | 2017-11-21 | 2018-09-07 | $493,457 | $497,188 | -$3,731 | -$3,731 |
| 85,000 US TREASURY NOTES | P | 2017-11-21 | 2018-09-07 | $84,399 | $84,441 | -$42 | -$42 |
| 150,000 US TREASURY NOTES | P | 2017-11-21 | 2018-11-09 | $148,008 | $149,156 | -$1,148 | -$1,148 |
| 44,000 CITIGROUP INC | P | 2013-03-19 | 2018-10-22 | $1,100,000 | $1,100,000 | ||
| 2,000,000 CA ST GO BONDS | P | 2016-03-10 | 2018-09-04 | $2,000,000 | $2,000,000 | ||
| 485,670 CITIGROUP INC. | P | 2013-03-19 | 2018-10-22 | $12,141,750 | $12,141,668 | $82 | $82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,795 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,014,336 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,624,919 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,199,164 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $40,855,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053828 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,376,411 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,875,868 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056749 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,018,949 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,976,885 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $686,755 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,654,850 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0161 | DistributionYr5Rt |
| Total Distribution | 0.224358 | TotalDistributionRt |
| Average Distribution | 0.044872 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $49,092,177 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,202,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,460 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,237,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,024,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,920 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $68,920 | SubtotalAmt |
| Tax Based On Investment Income | $68,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,562 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $55,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $93,562 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $122 | EsPenaltyAmt |
| Overpayment | $24,520 | OverpaymentAmt |
| Applied To ES Tax | $24,520 | 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 | Yes (true) | 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 | SHARON UDKOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104915925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEFF GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HOWARD GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KAREN SCHIFFER | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,303,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,912,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,623,815 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,839,774 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,839,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $747,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,092,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,454,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,454,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,920 | TotalTaxAmt |
| Distributable Before Adj | $2,385,689 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,385,689 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,385,689 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,024,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,024,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,024,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,385,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $579,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $579,199 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,024,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $218,410 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,806,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $579,199 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $579,199 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $218,410 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $218,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $218,410 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALTA MED | ||||||||
| 2040 CAMFIELD AVENUE | LOS ANGELES | CA | 90040 | NONE | PC | SUPPORT OF MEDICAL CARE SERVICES | $20,000 | |
| 350org | ||||||||
| 20 Jay Street | Brooklyn | NY | 11201 | NONE | PC | SUPPORT OF THE environment through clean energy solutions | $21,000 | |
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Flr | New York | NY | 10004 | NONE | PC | SUPPORT OF civil liberties | $10,500 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 800 SOUTH FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT OF CHILD MENTORING | $28,000 | |
| a place called home | ||||||||
| 2830 S Central Avenue | LOS ANGELES | CA | 90011 | NONE | PC | education, counseling and mentorship of underpriviledged children | $10,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 6505 WILSHIRE BLVD STE 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MILITARY SERVICE MEMBERS | $1,500 | |
| HADASSAH SO CALIFORNIAMEDICAL RESEARCH | ||||||||
| 10495 W SANTA MONICA BLVD 110 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $35,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 1919 SANTA MONICA BLVD SUITE 400 | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF HEALTH SERVICES | $14,000 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHILD MENTORING | $7,000 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PC | GRANTS FOR HOME LOANS | $1,400 | |
| JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | SUPPORT OF CLINICAL AND HOSPICE SERVICES | $14,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | SUPPORT OF PREVENTION OF MASS ATROCITIES IN THE SUDAN & CONGO | $42,000 | |
| Youth Emerging Stronger | ||||||||
| PO Box 988 | Los Angeles | CA | 90028 | NONE | PC | Support of underpriviledged youth. | $5,000 | |
| MEALS ON WHEELS | ||||||||
| 1823 MICHIGAN AVENUE | SANTA MONICA | CA | 90406 | NONE | PC | SUPPORT OF THE HOMEBOUND | $14,000 | |
| Aquarium of the Pacific | ||||||||
| 100 Aquarium Way | Long Beach | CA | 90802 | NONE | PC | SUPPORT OF pacific ocean, its inhabitants and ecosystems | $7,000 | |
| PUBLIC CITIZEN | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT OF CONSUMER ADVOCACY | $420,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF RAPE VICTIMS | $4,200 | |
| THE SALVATION ARMY | ||||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $35,000 | |
| UCLA - UNICAMP | ||||||||
| 900 HILGARD AVENUE STE 301 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF EDUCATION | $28,000 | |
| VISTA DEL MAR CHILD & FAMILY SERVICES | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | SUPPORT OF FAMILY SERVICES | $7,000 | |
| Nutritional Research Foundation | ||||||||
| 4 Walter E Foran Blvd | Flemington | NJ | 08822 | NONE | PC | Support of Clinical Research to evaluate impacts of nutrient-dense, plant-rich diets and their effects on disease. | $3,000 | |
| ARTS HIGH FOUNDATION | ||||||||
| 1149 South Hill Street | Los Angeles | CA | 90015 | NONE | PC | SUPPORT OF THE ARTS | $2,800 | |
| ASIA SOCIETY OF SOUTHERN CALIFORNIA | ||||||||
| 244 S San Pedro Street | Los Angeles | CA | 90012 | NONE | PC | Promotion of Global Education between Asia & US | $2,800 | |
| American Indian College Fund | ||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | NONE | PC | SUPPORT OF Education for Native American Indians | $7,000 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 Exposition Park Drive | Los Angeles | CA | 90037 | NONE | PC | SUPPORT OF SCIENCE EDUCATION | $140,000 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Flr | New York | NY | 10001 | NONE | PC | SUPPORT OF Human rights | $7,000 | |
| Anti Recidivism Coalition | ||||||||
| 1320 East 7th Street Ste 260 | Los Angeles | CA | 90021 | NONE | PC | SUPPORT to reduce recidivism through mentoring, stable housing, jobs and education. | $4,200 | |
| LOS ANGELES VALLEY COLLEGE FOUNDATION | ||||||||
| 5800 FULTON AVENUE | VALLEY GLEN | CA | 91401 | NONE | PC | SUPPORT OF EDUCATION | $7,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF GLOBAL HUMAN RIGHTS | $35,000 | |
| Best Buddies | ||||||||
| 100 Southeast Second St Ste 2200 | Miami | FL | 33131 | NONE | PC | SUPPORT OF Individuals with Disabilities | $4,200 | |
| THE POSSE FOUNDATION | ||||||||
| 515 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF HIGH SCHOOL STUDENTS WITH ACADEMIC & LEADERSHIP POTENTIAL | $56,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF PHILANTHROPY AND MANAGE RESOURCES FOR ADVANCEMENT OF UCLA | $34,000 | |
| WATER BUFFALO CLUB | ||||||||
| 12121 WILSHIRE BLVD STE 1201 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF UNDERSERVED YOUTH | $28,000 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVENUE STE 140 | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF UNDERPRIVILEDGED CHILDREN | $4,200 | |
| Breast Cancer Research Foundation | ||||||||
| 60 East 56th Street 8th Flr | New York | NY | 10022 | NONE | PC | SUPPORT OF Breast Cancer RESEARCH | $2,800 | |
| Camp Bob Waldorf Foundation | ||||||||
| 6505 Wilshire Blvd 600 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF Underpriviledged Children | $24,500 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $28,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $21,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT FOR HOMELESS WOMEN | $10,500 | |
| CharityWater | ||||||||
| 40 Worth Street Ste 330 | New York | NY | 10013 | NONE | PC | Provision of Water to Disadvanataged Communities | $10,500 | |
| HOLOCOST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON DC | DC | 20024 | NONE | PC | SUPPORT FOR MUSEUM TEACHING ABOUT THE HOLOCAUST | $7,000 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 W Sunset Blvd | Los Angeles | CA | 90027 | NONE | PC | SUPPORT OF Medical Services for Children | $28,000 | |
| LEO POLITI ELEMENTARY SCHOOL | ||||||||
| 2481 WEST 11TH STREET | LOS ANGELES | CA | 90006 | NONE | PC | SUPPORT OF EDUCATION | $3,500 | |
| Chrysalis | ||||||||
| 7395 N Palm Bluffs Ave Ste 106 | Fresno | CA | 93711 | NONE | PC | SUPPORT OF Adoption Services | $24,500 | |
| MATTHEW FORBES ROMER FOUNDATION | ||||||||
| 9858 GLADES ROAD | BOCA RATON | FL | 33434 | NONE | PC | SUPPORT OF MEDICAL RESEARCH FOR GENETIC BRAIN DISEASES | $4,900 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT TO ABOLISH HUNGER | $14,000 | |
| Didi Hirsh Mental Health Services | ||||||||
| 4760 S Sepulveda Blvd | Culver City | CA | 90230 | NONE | PC | SUPPORT OF Mental Health & Substance Abuse services for the poor | $7,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $70,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PC | SUPPORT FOR the prevention of racial injustice | $27,500 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 3886 | New York | NY | 10163 | NONE | PC | SUPPORT for ending gun violence | $7,000 | |
| Facing History & Ourselves | ||||||||
| 16 Hurd Road | Brookline | MA | 02445 | NONE | PC | SUPPORT OF Prevention of Racism, prejudice & antisemitism | $21,000 | |
| SIERRA CLUB | ||||||||
| 3435 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $7,000 | |
| ASPCA | ||||||||
| 424 E 92nd Street | New York | NY | 10128 | NONE | PC | Support for the prevention of cruelty to animals | $2,800 | |
| Greenpeace Fund | ||||||||
| 702 H Street Ste 300 | Washington | DC | 20001 | NONE | PC | SUPPORT FOR the environment | $10,500 | |
| SPECIAL OLYMPICS | ||||||||
| 1600 FORBES WAY | LONG BEACH | CA | 90810 | NONE | PC | SUPPORT OF YEAR ROUND ATHLETIC TRAINING FOR THE HANDICAPPED | $21,000 | |
| Habitat for Humanity | ||||||||
| 8739 Artesia Blvd | Bellflower | CA | 90706 | NONE | PC | Support for building of housing for the poor | $14,000 | |
| Bayith Lepleitot Inc | ||||||||
| 1362 E 21 Street | Brooklyn | NY | 11210 | NONE | PC | SUPPORT OF homeless children | $3,500 | |
| Court Appointed Special Advocates | ||||||||
| 100 West Harrison Street North Tow | Seattle | WA | 98119 | None | PC | Support of Children's legal rights. | $7,000 | |
| Hope in a Suitcase | ||||||||
| 311 N Robertson Blvd | Beverly Hills | CA | 90211 | None | PC | Support for foster children | $14,000 | |
| Inner City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | Support for providing arts programs to underprivileged children | $4,200 | |
| Learning Ally | ||||||||
| 20 Roszel Road | Princeton | NJ | 08540 | None | PC | Support for students with print disabilities including blindness, visual impairment & dyslexia | $2,800 | |
| Los Angeles Parks Foundation | ||||||||
| 11975 San Vicente Blvd | Los Angeles | CA | 90049 | None | PC | support for the preservation of Los Angeles Parks | $4,200 | |
| Los Angeles Waterkeeper | ||||||||
| 120 Broadway Ste 105 | Santa Monica | CA | 90401 | None | PC | Support for preservation of Santa Monica Bay, San Pedro Bay & the adjacent waters | $14,000 | |
| Millenium Promise | ||||||||
| 475 Riverside Drive Ste 239 | New York | NY | 10115 | None | PC | support for the poor | $14,000 | |
| Museum of Tolerance | ||||||||
| 9786 W Pico Blvd | Los Angeles | CA | 90035 | None | PC | Support of education related to understanding the Holocaust | $21,000 | |
| National Multiple Sclerosis Society | ||||||||
| PO Box 4527 | New York | NY | 10163 | None | PC | Support of medical reserach for multiple sclerosis | $7,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 80302 | None | PC | Support of Legal services for Indian Tribes | $5,600 | |
| No Limits for Deaf Children | ||||||||
| 9801 Washington Blvd 2nd Floor | Culver City | CA | 90232 | None | PC | Support for education of deaf children through theater and educational centers | $4,200 | |
| One on One Outreach | ||||||||
| 638 W 119th St | Los Angeles | CA | 90044 | None | PC | Support for low income families in South Central Los Angeles | $4,200 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Flr | New York | NY | 10038 | None | PC | Support of health care & sex education | $14,000 | |
| Quilts for Kids | ||||||||
| 494 Lincoln Highway | Fairless Hills | PA | 19030 | None | PC | Support for children with life-threatening illnesses | $7,000 | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | Support of Medical Research for Children | $5,600 | |
| The Elie Wiesel Foundation for Humanity | ||||||||
| 555 Madison Ave 20th Flr | New York | NY | 10022 | None | PC | Support of youth sponsored programs to combat indifference, intolerance & injustice | $14,000 | |
| The Giving Spirit | ||||||||
| 11693 San Vicente Blvd 113 | Los Angeles | CA | 90049 | None | PC | Support for the homeless | $35,000 | |
| The Richard Dawkins Foundation for Reason & Scienc | ||||||||
| 1012 14th St Ste 205 | Washington | DC | 20005 | None | PC | Support of Scientific Literacy | $7,000 | |
| UCLA - Jonsson Cancer Center Foundation | ||||||||
| 8-684 Factor Building | Los Angeles | CA | 90095 | None | PC | Support of Medical Research | $7,000 | Box 751781 |
| UCLA - Stem Cell Reserach | ||||||||
| Box 957357 | Los Angeles | CA | 90095 | None | PC | Support of Stem Cell Research | $35,000 | |
| Defy Ventures | ||||||||
| 5 Penn Plaza 19th Floor | New York | NY | 10001 | None | PC | Support of employment and entrepreneurship for the incarcerated and previously incarcerated. | $7,000 | |
| Waterkeeper Alliance | ||||||||
| 180 Maiden Lane Ste 603 | New York | NY | 10038 | None | PC | Support of Clean Water | $10,500 | |
| Fairness & Accuracy in Reporting | ||||||||
| 124 W 30th St Ste 201 | New York | NY | 10001 | None | PC | Support of independent public broadcasting | $21,000 | |
| Electronic Frontier Foundation | ||||||||
| 815 Eddy Street | San Francisco | CA | 94109 | None | PC | Support of defense of civil liberties in the digital world. | $7,000 | |
| Ezidi Relief Fund | ||||||||
| 1101 Pennsylvania Ave NW Ste 300 | Washington DC | DC | 20004 | None | PC | Support of refugees. | $14,000 | |
| JARC | ||||||||
| 30301 Northwestern Highway Ste 10 | Farmington Hills | MI | 48334 | None | PC | Support of individuals with disabilities. | $2,800 | |
| Jewish Family Services | ||||||||
| 3580 Wilshire Blvd Ste 700 | Los Angeles | CA | 90010 | None | PC | Support of poor and disadvantaged individuals. | $4,200 | |
| Kids Kicking Cancer | ||||||||
| 27600 Northwestern Highway Ste 22 | Southfield | MI | 48034 | None | PC | Support of programs for children with cancer. | $1,400 | |
| Kumpi Mayu Foundation | ||||||||
| 65 Sunset Lane | Berkeley | CA | 94708 | None | PC | Support of providing clean water globally. | $1,400 | |
| Los Angeles Fire Department Foundation | ||||||||
| 1875 Century Park East Ste 200 | Los Angeles | CA | 90067 | None | PC | Support of LA Fire Department. | $2,800 | |
| Los Angeles Free Clinic | ||||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | None | PC | Support of dependable and affordable health care for the underpriviledged. | $4,200 | |
| Marymount High School | ||||||||
| 10643 Sunset Blvd | Los Angeles | CA | 90077 | None | PC | Support of Education. | $2,000 | |
| Memorial Sloan Kettering | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | Support of Cancer Research. | $1,400 | |
| Sustainable Markets Foundation | ||||||||
| 45 West 36th Street | New York | NY | 10018 | None | PC | Support of the Environment. | $14,000 | |
| The Midnight Mission | ||||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | None | PC | Support for the homeless. | $17,500 | |
| The People Concern | ||||||||
| 2116 Arlington Ave Ste 100 | Los Angeles | CA | 90018 | None | PC | Support of housing for the disadvantaged. | $1,400 | |
| The Real News | ||||||||
| 231 N Holliday Street | Baltimore | MD | 21202 | None | PC | Support of a healthy democracy through a vibrant public media ecosystem. | $14,000 | |
| UCLA Foundation - Sound Body Sound Mind | ||||||||
| 11100 Santa Monica Blvd Ste 1910 | Los Angeles | CA | 90025 | None | PC | Support of prevention and treatment of childhood obesity. | $10,500 | |
| UCLA Foundation - People Animal Connection | ||||||||
| 10945 Le Conte Ave Ste 3132 | Los Angeles | CA | 90095 | None | PC | Support of animal companionship for terminally ill children and adults. | $1,400 | |
| UCLA Foundaiton - UES Fund | ||||||||
| 330 Charles E Young Drive North | Los Angeles | CA | 90095 | None | PC | Support of Education. | $14,000 | |
| UCLA Gallactic Center Group | ||||||||
| 430 Portola Plaza | Los Angeles | CA | 90095 | None | PC | Support of scientific research. | $2,800 | |
| Wikimedia Foundation Inc | ||||||||
| 1 Montgomery Street Ste 1600 | San Francisco | CA | 94104 | None | PC | Support of growth and development of free, multilingual, educational content. | $7,000 | |
| Venice Family Clinic | ||||||||
| 604 Rose Avenue | Venice | CA | 90291 | None | PC | Support of Medical Care for the Poor | $10,500 | |
| Heal the Bay | ||||||||
| 1444 9th Street | Santa Monica | CA | 90401 | None | PC | Support of a Healthy Marine Ecosystem | $15,500 | |
| Muscular Dystrophy Association | ||||||||
| 11 E 44th Street 17th Floor | New York | NY | 10017 | None | PC | Support of Medical Research | $5,600 | |
| Generosity Feeds | ||||||||
| 800 E Rochambeau Drive | Williamsburg | VA | 23188 | None | PC | To feed hungry children. | $3,000 | |
| 826LA | ||||||||
| 1714 W Sunset Blvd | Los Angeles | CA | 90026 | None | PC | Educational support for children and their writing skills. | $3,000 | |
| A New Way of Life Reentry Project | ||||||||
| PO Box 875288 | Los Angeles | CA | 90087 | None | PC | Support of formerly incarcerated people. | $4,000 | |
| Access Books | ||||||||
| PO Box 64951 | Los Angeles | CA | 90064 | None | PC | Providing books to inner city children. | $10,000 | |
| Alexandria House | ||||||||
| 426 S Alexandria Avenue | Los Angeles | CA | 90020 | none | PC | Provision of housing for impoverished women and children. | $3,000 | |
| Chai Lifeline | ||||||||
| 151 W 30th Street | New York | NY | 10001 | none | PC | Support for seriously ill children and their families. | $3,000 | |
| Coaching Corps | ||||||||
| 310 8th Street Ste 300 | Oakland | CA | 94607 | none | PC | Support of volunteer coaches for underpriviledged youth. | $3,000 | |
| Coalition for Educational Justice | ||||||||
| 3201 W 8th Street | Los Angeles | CA | 90005 | None | PC | Support for the needs of students, parents and teachers in low income communities. | $3,000 | |
| Community Justice Reform Coalition | ||||||||
| PO Box 29198 | San Francisco | CA | 94129 | None | PC | Gun violence prevention and criminal justice reform in urban communities of color. | $4,000 | |
| Consumer Reports | ||||||||
| 101 Truman Avenue | Yonkers | NY | 10703 | None | PC | Support of consumer's rights in the community. | $1,400 | |
| Dignity & Power Now | ||||||||
| 3655 South Grand Avenue Ste 240 | Los Angeles | CA | 90007 | None | PC | Support for incarcerated individuals, their families and communities. | $5,000 | |
| Earth Island Institute | ||||||||
| 2150 Allston Way Ste 460 | Berkeley | CA | 94704 | None | PC | Support for the environment. | $3,000 | |
| Instituto De Educacion Popular Del Sur De CA | ||||||||
| 1565 W 14th Street | Los Angeles | CA | 90015 | None | PC | Support of education for immigrants in their communities. | $5,000 | |
| Extraordinary Families | ||||||||
| 221 N Ardmore Avenue | Los Angeles | CA | 90004 | None | PC | Support of children and youth in foster care. | $3,000 | |
| East Yard Communities for Environmental Justice | ||||||||
| 6420 Wilshire Blvd Ste 700 | Los Angeles | CA | 90048 | None | PC | Support for communities suffering from industrial pollution. | $4,000 | |
| Foundation for Craniofacial Surgery | ||||||||
| 15332 Antioch Street Ste 807 | Pacific Palisades | CA | 90272 | None | PC | Medical support for children with facial birth defects and deformities. | $5,000 | |
| Friendship Circle | ||||||||
| 6892 West Maple Road | West Bloomfield | MI | 48322 | none | PC | Support for individuals with special needs. | $3,000 | |
| Human Rights First | ||||||||
| 75 Broad Street 31st Floor | New York | NY | 10004 | none | PC | Support of human rights. | $5,000 | |
| Impacto - Proyecto Pastoral | ||||||||
| 135 N Mission Road | Los Angeles | CA | 90033 | None | PC | Support of underpriviledged youth. | $5,000 | |
| Inner City Struggle | ||||||||
| 3467 Whittier Blvd | Los Angeles | CA | 90023 | none | PC | Support of healthy, safe and nonviolent communities in Eastside Los angeles. | $5,000 | |
| Inside Out Writers | ||||||||
| 1212 N Vermont Ave 2nd Flr | Los Angeles | CA | 90029 | None | PC | Reduction of juvenile recidivism through support of current and formerly incarcerated youth. | $3,000 | |
| Legal Services for Prisoners with Children | ||||||||
| 4400 Market Street | Oakland | CA | 94608 | None | PC | Support for the human and civil rights of incarcerated people, their families and communities. | $4,000 | |
| Los Angeles Community Action Network | ||||||||
| 838 E 6th Street | Los Angeles | CA | 90021 | None | PC | Support for the poor. | $5,000 | |
| Museum of Social Justice | ||||||||
| 115 Paseo de La Plaza | Los Angeles | CA | 90012 | None | PC | Support of social justice reform. | $3,000 | |
| Little Kids Rock | ||||||||
| 271 Grove Avenue Bldg E-2 | Verona | NJ | 07044 | None | PC | Support of music education for children. | $3,000 | |
| Our Children's Trust | ||||||||
| PO Box 5181 | Eugene | OR | 97405 | None | PC | To protect the Earth's atmosphere and natural systems for present and future generations. | $14,000 | |
| Partners for Progressive Israel | ||||||||
| 601 West 26th Street Ste 325 | New York | NY | 10001 | None | PC | Support for peace between Israel and its neighbors. | $3,000 | |
| Southern California Library | ||||||||
| 6120 S Vermont Avenue | Los Angeles | CA | 90044 | None | PC | To make accessible histories of struggles that challenge racism and other systems of oppression to promote freedom. | $5,000 | |
| Liberty Hill Foundation | ||||||||
| 6420 Wilshire Blvd Ste 700 | Los Angeles | CA | 90048 | none | PC | Support for social justice in Los Angeles. | $2,000 | |
| Take Heart Foundation | ||||||||
| 1990 South Bundy Drive Ste 200 | Los Angeles | CA | 90025 | None | PC | Medical support for the people of Sudan. | $5,000 | |
| Trans Lifeline | ||||||||
| 101 Broadway 311 | Oakland | CA | 94607 | None | PC | Support for the transgender community. | $5,000 | |
| UCLA Foundation - Ronald Reagan Med Ctr | ||||||||
| 757 Westwood Plaza | Los Angeles | CA | 90024 | None | PC | Support of medical research. | $21,000 | |
| Watsi | ||||||||
| 548 Market Street 75903 | San Francisco | CA | 94104 | none | PC | Support of healthcare for underpriviledged people. | $3,000 | |
| Westside Food Bank | ||||||||
| 1710 22nd Street | Santa Monica | CA | 90404 | None | PC | To provide food for the poor. | $7,000 | |
| Action Against Hunger | ||||||||
| One Whitehall Street 2nd Flr | New York | NY | 10004 | none | PC | Support for malnourished children. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,024,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,659,413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,709,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$214,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,370,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,370,031 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Gold FAMILY CLAT | ||||||
| 1 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $3,055,827 | Yes (X) |
| Gold Family CLUT | ||||||
| 2 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $1,973,595 | Yes (X) |
| Sherry Gold Survivors Trust | ||||||
| 3 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $3,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuan to IRC Section 4942(H)(2) REG. 53.4942(A)-3(D)(2), The Sheila, Dave & Sherry Gold Foundation hereby elects to treat current year qualifying distributions of $218,410 as being made out of corpus. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $1,000,000 | $1,023,852 |
| CITI- CORPORATE BONDS | $4,460,443 | $4,413,582 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,020,000 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,673,487 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,681,597 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS - INTEREST RECEIVABLE | $47 | $0 | $0 |
| JP MORGAN -INTEREST RECEIVABLE | $107 | $0 | $0 |
| I- BORROW FINANCE LOANS | $7,498,985 | $6,828,981 | $6,828,981 |
| CITI - INTEREST RECEIVABLE | $3,950 | $0 | $0 |
| 1025 OCEAN LOAN | $0 | $21,500,000 | $21,500,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $95 | $95 |
| STATE FILING FEES | $10 | |
| CITI AGENCY FEES | $15,439 | $15,439 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Loan Fee | Desc |
| Revenue And Expenses Per Books | $215,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $215,000 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sherry Gold Survivors Trust | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 Laurel Canyon Blvd 139 | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $46,000 | Amt |
Comments