SANDEL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SANDEL FAMILY FOUNDATION (EIN 46-7034940)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349104940
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:52:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954009917 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & DAVIS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD STE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913645111 | 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 | 467034940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 3104573260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27422 PACIFIC COAST HIGHWAY | AddressLine1Txt |
| City | MALIBU | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90265 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN SANDEL | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3104573260 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON L DECK | PreparerPersonNm |
| PTIN | P00744314 | PTIN |
| Phone | 8189902490 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.128.19.109 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 16:52:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 206C07F3240C730A443531134EEA20A7219D8973 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 206C07F3240C730A443531134EEA20A7219D8973 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,694,887 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $343 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $343 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $343 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $41,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,454 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,454 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,089 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,797 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $155 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,114 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,531 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,797 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,184 | CashBOYAmt |
| Cash EOY | $21,260 | CashEOYAmt |
| Cash EOYFMV | $21,260 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,682,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,663,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,672,220 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $966 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,407 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,686,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,685,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,694,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,686,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,685,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,686,681 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,685,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,686,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,685,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,686,681 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,686,899 | SubtotalAmt |
| Other Decreases | $924 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,685,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $111,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,407,852 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078844 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $102,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $799,229 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.128599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $116,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $827,056 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.140928 | DistributionYr3Rt |
| Total Distribution | 0.348371 | TotalDistributionRt |
| Average Distribution | 0.116124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,921,195 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $223,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $223,558 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,940 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $922 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $922 | SubtotalAmt |
| Tax Based On Investment Income | $922 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $952 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANNON L DECK CPA MST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189902490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD SUITE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| TALI SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | OFFICER | 000.00 | $0 | $0 | $0 |
| ARI SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | OFFICER | 000.00 | $0 | $0 | $0 |
| JOYCE SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAN SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $1,913,231 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,950,452 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,950,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,921,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $922 | TotalTaxAmt |
| Distributable Before Adj | $95,138 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,138 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,138 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,940 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,940 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $100,940 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,138 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $75,408 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,940 | QualifyingDistributionsAmt |
| Applied To Current Year | $95,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,802 | RemainingDistriFromCorpusAmt |
| Total Corpus | $185,659 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $185,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $75,408 | ExcessFromYear3Amt |
| Excess From Year2 | $63,085 | ExcessFromYear2Amt |
| Excess From Year1 | $41,364 | ExcessFromYear1Amt |
| Excess From Current Year | $5,802 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $100 | |
| AMERICAN ASSOCIATES OF B G UNIVER | ||||||||
| 1880 CENTURY PART EAST | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $10,000 | SUITE 612 |
| AMERICAN FRIENDS OF ISRAELI PHILHAR | ||||||||
| 5792 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $3,000 | |
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 1560 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $3,000 | |
| AMNESTY INTERNATIONAL | ||||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| AORN FOUNDATION | ||||||||
| 2170 S PARKER RD 400 | DENVER | CO | 80231 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $15,000 | |
| ASHA | ||||||||
| PO BOX 13827 | DURHAM | NC | 27709 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| ASPCA | ||||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $400 | |
| CALABASAS HIGH SCHOOL | ||||||||
| 22855 WEST MULHOLLAND HWY | CALABASAS | CA | 91302 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $15,000 | |
| CALIFIRNIA HIGHWAY PATROL 11-99 | ||||||||
| 2244 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $1,000 | |
| CHAPMAN UNIVERSITY | ||||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $225 | |
| CHOSA | ||||||||
| 220 N KENTER AVE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $2,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FLR | NEW YORK | NY | 10001 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| EASTWOOD RANCH FOUNDATION | ||||||||
| 10100 SANTA MONICA BLVD | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $500 | SUITE 650 |
| FREE ARTS | ||||||||
| 11099 S LA CIENEGA BLVD | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $250 | |
| FRIENDS OF IDF | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $2,000 | SUITE 625 |
| GREATER LOS ANGELES ZOO ASSOC | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $1,000 | |
| ISRAEL FILM FESTIVAL | ||||||||
| 6404 WILSHIRE BLVD 103 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,500 | |
| J STREET EDUCATION FUND | ||||||||
| PO BOX 6673 | WASHINGTON | DC | 20035 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $540 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| LA COUNTY POLICE CANINE ASSN | ||||||||
| 1223 WILSHIRE BLVD 435 | LOS ANGELES | CA | 90403 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $250 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,605 | |
| LOS ANGELES FIRE DEPARTMENT FUND | ||||||||
| 1875 CENTURY PARK EAST | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $5,000 | SUITE 200 |
| LOS ANGELES POLICE DEPARTMENT | ||||||||
| 633 W 5TH ST 960 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $2,000 | |
| MALIBU LOST HILLS SHERIFF'S FOUNDAT | ||||||||
| 5737 KANAN RD 314 | AGOURA HILLS | CA | 91301 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,500 | |
| NATIONAL PARK CONSERVATION | ||||||||
| 777 6TH ST NW 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $100 | |
| PLANNED PARENTHOOD | ||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| PROJECT HEAL | ||||||||
| 1990 DEPEW ST | LAKEWOOD | CO | 80214 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $500 | |
| RAIN CATCHER | ||||||||
| 1320 NORTH YAKIMA AVE | TACOMA | WA | 98407 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $500 | |
| SETON LASALLE CATHOLIC HS | ||||||||
| 1000 MCNEILLY RD | MOUNT LEBANON | PA | 15226 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $300 | |
| SIERRA CLUB | ||||||||
| 3250 WILSHIRE BLVD 1106 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $120 | |
| STAND UP TO CANCER | ||||||||
| 10880 WILSHIRE BLVD | SANTA MONICA | CA | 90024 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $1,000 | SUITE 1400 |
| THE HUMANE SOCIETY | ||||||||
| 1255 23RD ST STE 450 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $200 | |
| THE NATURE CONSERVANCY | ||||||||
| 445 S FIGUEROA ST 1950 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $100 | |
| THE PITTSBURGH FOUNDATION | ||||||||
| 5 PPG PL 250 | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $500 | |
| TULANE UNIVERSITY | ||||||||
| 1555 POYDRAS ST STE 1000 | NEW ORLEANS | LA | 70112 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,500 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $1,000 | |
| WORLD WILD LIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,940 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $343 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,454 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $67,161 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $108,958 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,958 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 2012-05 | PURCHASE | 2018-09 | $80,611 | $19,000 | $61,611 | |
| BROWN ADV JAPAN ALPHA OPP-IS | 2018-01 | PURCHASE | 2018-07 | $34,937 | $37,500 | -$2,563 |
| ISHARES EDGE MSCI MIN VOL | 2018-01 | PURCHASE | 2018-02 | $37,070 | $37,920 | -$850 |
| ISHARES MSCI EAFE SMALL-CAP | 2017-09 | PURCHASE | 2018-01 | $59,250 | $53,883 | $5,367 |
| ISHARES EDGE MSCI USA VALUE | 2017-09 | PURCHASE | 2018-04 | $14,825 | $13,243 | $1,582 |
| ISHARES EDGE MSCI USA VALUE | 2017-09 | PURCHASE | 2018-06 | $23,011 | $20,052 | $2,959 |
| ISHARES CORE MSCI EAFE ETF | 2018-01 | PURCHASE | 2018-06 | $9,176 | $9,474 | -$298 |
| ISHARES CORE MSCI EAFE ETF | 2018-01 | PURCHASE | 2018-08 | $25,874 | $26,757 | -$883 |
| ISHARES CORE MSCI EUROPE | 2018-01 | PURCHASE | 2018-04 | $18,069 | $18,213 | -$144 |
| ARTISAN INTERNATIONAL FUND | 2017-09 | PURCHASE | 2018-11 | $14,171 | $15,885 | -$1,714 |
| CAPITAL GR NON US EQUITY | 2017-09 | PURCHASE | 2018-11 | $18,660 | $19,219 | -$559 |
| DODGE & COX INTL STOCK FD | 2017-08 | PURCHASE | 2018-11 | $13,941 | $15,580 | -$1,639 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | J.P. MORGAN ACCOUNT 5003 | StockNm |
| EOY Book Value | $1,663,308 | EOYBookValueAmt |
| EOYFMV | $1,672,220 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CT CORPORATION | CategoryTxt |
| Legal Fees | $155 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $966 | BOYBookValueAmt |
| EOY Book Value | $1,407 | EOYBookValueAmt |
| EOYFMV | $1,407 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $924 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MANAGEMENT FEES | $5,531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INTERNAL REVENUE SERVICE | $805 |
| FRANCHISE TAX BOARD | $25 |
| FOREIGN TAXES | $1,284 |
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