THE SHIRLEY BASKIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SHIRLEY BASKIN FOUNDATION (EIN 95-3313203)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-15
- IRS object ID
- 202502889349101035
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T19:37:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061187390 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVEY & HOROWITZ PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1813 SILAS DEANE HIGHWAY | AddressLine1Txt |
| City | ROCKY HILL | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060671305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953313203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIRLEY BASKIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIR | BusinessNameControlTxt |
| Phone | 3109632347 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 QUARTERDECK STREET 4 | AddressLine1Txt |
| City | MARINA DEL REY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BASKIN | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3109632347 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT R DEMERS JR CPA | PreparerPersonNm |
| PTIN | P00439377 | PTIN |
| Phone | 8605636443 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,498,231 | 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 | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $475,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $475,162 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $511,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $511,516 | 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 | $14,186 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,556 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,556 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,957 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,957 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $332,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,933 | CashBOYAmt |
| Cash EOY | $26,561 | CashEOYAmt |
| Cash EOYFMV | $26,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,919 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,500 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $600,854 | CorporateStockBOYAmt |
| Corporate Stock EOY | $985,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,295,651 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $180,100 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $160,100 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $160,100 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $859,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,187,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,498,231 | 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 | $859,399 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,187,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $859,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $859,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,187,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $859,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $332,915 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,192,314 | SubtotalAmt |
| Other Decreases | $4,724 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,187,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 SH PEPSICO INC | P | 2012-02-22 | 2024-09-24 | $102,424 | $37,970 | $64,454 | $64,454 |
| 400 PROLOGIS INC REIT | P | 2017-07-14 | 2024-06-17 | $44,699 | $23,290 | $21,409 | $21,409 |
| 1150 APPLE INC | P | 2007-03-20 | 2024-03-25 | $197,166 | $3,759 | $193,407 | $193,407 |
| 875 APPLE INC | P | 2007-03-20 | 2024-09-24 | $198,751 | $2,859 | $195,892 | $195,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $475,162 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,680 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN ENGLEHARDT | IndividualWithBooksNm |
| Phone | 3109632347 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 QUARTERDECK STREET UNIT 4 | AddressLine1Txt |
| City | MARINA DEL RAY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| AARON RICHARD BASKIN | ||||||||
| 535 OCEAN AVE 11D | SANTA MONICA | CA | 90402 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDIE BASKIN | ||||||||
| 908 NORTH WHITTIER DR | BEVERLY HILLS | CA | 90210 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,308,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,388,027 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,388,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,820 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,337,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,860 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,860 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,880 | TotalTaxAmt |
| Distributable Before Adj | $159,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,957 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,957 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,409 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,409 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $148,432 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1978-12-20 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTASEA | |||||||
| 2451 SOUTH SIGNAL ST BERTH 59 | SAN PEDRO | CA | 90731 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,182 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| AMNESTY INTERNATIONAL USA | |||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,075 |
| BLESS IT BAG | |||||||
| 908 N WHITTIER DR | BEVERLY HILLS | CA | 90210 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,048 |
| JAZZ FOUNDATION OF AMERICA | |||||||
| 247 W 37TH ST | NEW YORK | NY | 10018 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,500 |
| KCET | |||||||
| 2900 WEST ALMEDA AVE | BURBANK | CA | 91505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $20,000 |
| LOS ANGELES WATERKEEPER | |||||||
| 120 BROADWAY SUITE 105 | SANTA MONICA | CA | 90401 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| MOTHERS 2 MOTHERS | |||||||
| 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIGINIA BEACH | VA | 23453 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,282 |
| PALM SPRINGS ART MUSEUM | |||||||
| PO BOX 2310 | PALM SPRINGS | CA | 92263 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| PLANNED PARENTHOOD | |||||||
| 10380 WILSHIRE BLVD 1403 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $7,581 |
| PLASTIC POLLUTION COALITION | |||||||
| 4401A CONNECTICUT AVE NW 143 | WASHINGTON | DC | 20008 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $4,500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $7,110 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,545 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| THE ARCHER SCHOOL FOR GIRLS | |||||||
| 11725 SUNSET BLVD | LOS ANGELES | CA | 90049 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $11,500 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| UCLA FOUNDATION NEUROSURGERY RESEARCH | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900246516 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $11,000 |
| NATIONAL REDISTRICTING FOUNDATION | |||||||
| 712 H ST NE STE 25 | WASHINGTON | DC | 20002 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| BODYTRAFFIC | |||||||
| 3435 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD ST | NEW YORK | NY | 10158 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FL | NEW YORK | NY | 10017 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,634 |
| THE CARTER CENTER | |||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,957 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,138 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $475,162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $511,516 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $511,516 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,186 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH BERKSHIRE HATHAWAY INC | $23,870 | $226,640 |
| 800 SH MICROSOFT CORP | $9,947 | $337,200 |
| 600 SH PROCTER & GAMBLE | $31,549 | $100,590 |
| 420 SH STRYKER CO | $22,016 | $151,221 |
| 1,000 SH ALPHABET INC CL A | $12,446 | $189,300 |
| 1,200 SH STARBUCKS CORP | $21,716 | $109,500 |
| 2,400 SH APPLE INC | $7,844 | $601,008 |
| 1,000 SH ALPHABET INC CL C | $12,406 | $190,440 |
| 300 SH SALESFORCE COM INC | $23,759 | $100,299 |
| 300 SH VISA INC CL A | $21,298 | $94,812 |
| 100 SH COSTCO WHOLESALE CRP DEL | $16,910 | $91,627 |
| 200 SH META PLATFORMS INC | $24,161 | $117,102 |
| 235 SH ACCENTURE PLC | $37,252 | $82,671 |
| 145 SH ADOBE INC | $69,998 | $64,479 |
| 80 SH BLACKROCK INC | $63,458 | $82,009 |
| 185 SH HOME DEPOT INC | $61,621 | $71,963 |
| 150 SH IDEXX LABS INC | $76,465 | $62,016 |
| 120 SH INTUIT INC | $57,081 | $75,420 |
| 1,000 SH NVIDIA CORP | $15,629 | $134,290 |
| 520 SH PALO ALTO NETWORKS | $51,739 | $94,619 |
| 125 SH THERMO FISHER SCNTFC | $69,043 | $65,029 |
| 100 SH LILLY ELI & CO | $66,236 | $77,200 |
| 625 SH NOVO-NORDISK AS VORMAL F | $67,071 | $53,763 |
| 20 SH AUTOZONE INC | $60,110 | $64,040 |
| 275 SH MARSH & MCLENNAN COS INC | $61,385 | $58,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHWAB US TREASURY MONEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $160,100 | BookValueAmt |
| EOYFMV | $160,100 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $4,724 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEE | $13 | $13 | $0 |
| POSTAGE | $376 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $16,556 | Amt |
| Net Investment Income | $16,556 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $75 | $0 | $0 |
| FOREIGN TAX | $438 | $0 | $0 |
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