MARILYN & JEFFREY KATZENBERG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MARILYN & JEFFREY KATZENBERG FOUNDATION (EIN 95-4513461)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201913159349101406
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T17:19:55-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954621450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRESLAUER RUTMAN & ANDERSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | 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 | 954513461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARILYN AND JEFFREY KATZENBERG | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 3104813513 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD NO 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KATZENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104813513 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMMY ANDERSON | PreparerPersonNm |
| PTIN | P00181098 | PTIN |
| Phone | 3104813513 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.127.16.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 15:16:14 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9C6CBAF409CD972083C4A961F2B322852E618D79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C6CBAF409CD972083C4A961F2B322852E618D79 | 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 | $18,093,067 | 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 | $6,533 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,533 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $485,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $485,700 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,282,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,685,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,282,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,774,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,774,700 | 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 |
| Legal Fees Rev And Expnss | $1,613 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $187,795 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,638 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,608 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $66,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,667 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $300,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $953,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $953,509 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,254,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $953,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $520,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,698,425 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,924 | CashBOYAmt |
| Cash EOY | $265,738 | CashEOYAmt |
| Cash EOYFMV | $265,738 | CashEOYFMVAmt |
| Acct Rcvbl | $33,408 | AcctRcvblAmt |
| Acct Rcvbl BOY | $21,732 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $33,408 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $33,408 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $18,110,223 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,795,631 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,793,921 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,212,879 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,094,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,093,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $18,212,879 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,094,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,212,879 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,094,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,212,879 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,094,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,212,879 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $520,328 | ExcessRevenueOverExpensesAmt |
| Other Increases | $361,570 | OtherIncreasesAmt |
| Subtotal | $19,094,777 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,094,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| NZC GUGGENHEIM - LIQUIDATION GAIN | P | $88,510 | $88,510 | $88,510 | |||
| DOUBLELINE TOTAL RETURN | P | $799,188 | -$17,310 | -$17,310 | 2017-10-19 | 2018-05-30 | $816,498 |
| VANGUARD ULTRA SHORT | P | $475,000 | -$2,117 | -$2,117 | 2017-10-19 | 2018-09-24 | $477,117 |
| VANGUARD ULTRA SHORT | P | $250,000 | -$1,376 | -$1,376 | 2017-10-19 | 2018-10-02 | $251,376 |
| VANGUARD ULTRA SHORT | P | $110,000 | -$628 | -$628 | 2017-10-19 | 2018-10-10 | $110,628 |
| AETNA INC | P | $16,945 | $1,900 | $1,900 | 2017-10-24 | 2018-01-02 | $15,045 |
| ARRIS INT'L LTD | P | $17,343 | $2,827 | $2,827 | 2018-09-25 | 2018-11-08 | $14,516 |
| CORNING INC. | P | $29,394 | -$122 | -$122 | 2017-10-24 | 2018-10-23 | $29,516 |
| MICROSEMI CORP | P | $25,246 | $5,222 | $5,222 | 2018-02-06 | 2018-03-02 | $20,024 |
| TE CONNECTIVITY | P | $18,315 | $1,703 | $1,703 | 2017-12-15 | 2018-01-25 | $16,612 |
| ARRIS INT'L LTD | P | $16,421 | $1,400 | $1,400 | 2017-10-24 | 2018-11-08 | $15,021 |
| BANK OF AMERICA | P | $68,000 | -$530 | -$530 | 2017-11-10 | 2018-04-30 | $68,530 |
| BANK OF AMERICA | P | $30,905 | -$333 | -$333 | 2018-07-18 | 2018-10-15 | $31,238 |
| BANK OF AMERICA | P | $100,000 | -$2,400 | -$2,400 | 2017-11-14 | 2018-05-15 | $102,400 |
| BANK OF AMERICA | P | $47,000 | -$586 | -$586 | 2017-12-02 | 2018-07-30 | $47,586 |
| CITIGROUP INC | P | $51,813 | -$962 | -$962 | 2017-11-09 | 2018-06-20 | $52,775 |
| CITIGROUP INC | P | $50,625 | -$544 | -$544 | 2018-07-12 | 2018-10-10 | $51,169 |
| JPMORGAN CHASE | P | $36,000 | $0 | $0 | 2017-11-20 | 2018-10-30 | $36,000 |
| JPMORGAN CHASE | P | $49,938 | -$781 | -$781 | 2018-08-22 | 2018-11-21 | $50,719 |
| THE GOLDMAN SACHS | P | $4,963 | -$150 | -$150 | 2018-08-01 | 2018-12-13 | $5,113 |
| THE GOLDMAN SACHS | P | $99,950 | -$3,675 | -$3,675 | 2017-10-27 | 2018-12-13 | $103,625 |
| THE GOLDMAN SACHS | P | $84,444 | -$2,894 | -$2,894 | 2017-11-14 | 2018-12-13 | $87,338 |
| SEMPER VIC PARTNERS | P | $748,301 | $748,301 | $748,301 | |||
| PALOMA INTERNATIONAL - LIQUIDATION GAIN | P | $322,398 | $322,398 | $322,398 | |||
| CAPITAL GAINS DIVIDENDS | P | $144,614 | $144,614 | $144,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,282,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $976,229 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,586,012 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049843 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $819,667 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,549,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044188 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $647,533 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,562,139 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $700,948 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,413,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040253 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $709,051 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,253,497 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046484 | DistributionYr5Rt |
| Total Distribution | 0.215653 | TotalDistributionRt |
| Average Distribution | 0.043131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,338,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $834,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,984 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $851,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $953,509 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,538 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $90,538 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73,554 | OverpaymentAmt |
| Applied To ES Tax | $73,554 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BRESLAUER RUTMAN ANDERSON LLC | IndividualWithBooksNm |
| Phone | 3104813513 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11400 W OLYMPIC BLVD 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900641551 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY KATZENBERG | ||||||||
| 11400 W OLYMPIC BLVD | LOS ANGELES | CA | 900641551 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARILYN KATZENBERG | ||||||||
| 11400 W OLYMPIC BLVD | LOS ANGELES | CA | 900641551 | SECRETARY, CFO | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GONRING SPAHN & ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 66280 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANT ADMINISTRATION & CONSULTING | ServiceTypeTxt |
| Compensation | $187,795 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,163,040 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $436,839 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,408 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,633,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,633,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,338,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $966,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $966,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,984 | TotalTaxAmt |
| Distributable Before Adj | $949,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $949,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $949,955 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $953,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $953,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,984 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $936,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $949,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $108,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $953,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $949,955 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,842 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $108,288 | ExcessFromYear1Amt |
| Excess From Current Year | $3,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY KATZENBERG | ContributingManagerNm |
| Contributing Manager | MARILYN KATZENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 1313 WEST 8TH STREET | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | CIVIC LIBERTIES/HUMANITARIAN | $1,500 |
| AMERICAN FILM INSTITUTE INC | |||||||
| 2021 N WESTERN AVENUE | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) | ARTS | $30,000 |
| AMERICAN FRIENDS OF THE MUSEE DORSAY INC | |||||||
| 1345 AVE OF AMERICAS FLOOR 31 | NEW YORK | NY | 10105 | NONE | 501(C)(3) | ARTS | $10,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $10,000 |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | |||||||
| 9663 SANTA MONICA BLVD STE 786 | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $1,500 |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | |||||||
| 1055 WILSHIRE BLVD SUITE 1950 | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | CHILDREN | $12,500 |
| BURNING MAN PROJECT | |||||||
| 660 ALABAMA STREET 4TH FLOOR | SAN FRANCISCO | CA | 94110 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $100,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION | |||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $10,000 |
| COMMUNITY PARTNERS | |||||||
| 301 ARIZONA AVE ROOM 222 | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $2,500 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | 501(C)(3) | HEALTH | $1,000 |
| EL NIDO FAMILY CENTERS | |||||||
| 10200 SEPULVEDA BLVD SUITE 350 | MISSION HILLS | CA | 91345 | NONE | 501(C)(3) | HEALTH | $10,000 |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | |||||||
| 16130 VENTURA BLVD 250 | LOS ANGELES | CA | 91436 | NONE | 501(C)(3) | CHILDREN | $25,000 |
| ELTON JOHN AIDS FOUNDATION | |||||||
| 584 BROADWAY SUITE 906 | NEW YORK | NY | 10012 | NONE | 501(C)(3) | HEALTH | $50,000 |
| FEMINIST MAJORITY FOUNDATION | |||||||
| 433 SOUTH BEVERLY DRIVE | BEVERLY HILLS | CA | 90212 | NONE | 501(C)(3) | CIVIL LIBERTIES/HUMANITARIAN | $2,500 |
| GEFFEN PLAYHOUSE INC | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | ARTS | $100,000 |
| GLAAD INC | |||||||
| 104 WEST 29TH STREET 4TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | CIVIC LIBERTIES/HUMANITARIAN | $25,000 |
| GLSEN INC | |||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CIVIC LIBERTIES/HUMANITARIAN | $5,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | 501(C)(3) | EDUCATION | $5,000 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | CHILDREN | $5,000 |
| HUMANE SOCIETY OF VENTURA COUNTY | |||||||
| 402 BRYANT STREET | OJAI | CA | 93023 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $10,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | CIVIC LIBERTIES/HUMANITARIAN | $10,000 |
| JEWISH FAMILY SERVICE OF LOS ANGELES | |||||||
| 8838 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | RELIGIOUS | $18,000 |
| LA FAMILY HOUSING | |||||||
| 7843 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91605 | NONE | 501(C)(3) | HOMELESS/HUNGER | $10,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| 70 LINCOLN CENTER PLAZA 9TH FLOOR | NEW YORK | NY | 10023 | NONE | 501(C)(3) | ARTS | $25,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $3,334 |
| LOS ANGELES LGBT CENTER | |||||||
| 1625 NORTH SCHRADER BLVD | LOS ANGELES | CA | 90028 | NONE | 501(C)(3) | CIVIC LIBERTIES/HUMANITARIAN | $5,000 |
| LOS ANGELES MISSION INC | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | NONE | 501(C)(3) | HOMELESS/HUNGER | $25,000 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 W 5T STREET SUITE 960 | LOS ANGELES | CA | 90071 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $2,175 |
| MAUI FOOD BANK INC | |||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | NONE | 501(C)(3) | HOMELESS/HUNGER | $5,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 500 ARGUELLA STREET SUITE 200 | REDWOOD CITY | CA | 94063 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $100,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 1314 SECOND STREET | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | ENVIRONMENT | $25,000 |
| NEW SCHOOL FOR CHILD DEVELOPMENT | |||||||
| 13130 BURBANK BLVD | SHERMAN OAKS | CA | 91401 | NONE | 501(C)(3) | CHILDREN | $5,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNCECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $50,000 |
| OCEANA INC | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | ENVIRONMENT | $5,000 |
| POLICE ATHLETIC LEAGUE INC | |||||||
| 34 1/2 EAST 12TH STREET | NEW YORK | NY | 10003 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $5,000 |
| RALLY FOUNDATION INC | |||||||
| 5775 GLENRIDGE DRIVE BLDG B 370 | ATLANTA | GA | 30328 | NONE | 501(C)(3) | HEALTH | $10,000 |
| ROBERT F KENNEDY CENTER FOR JUSTICE | |||||||
| 88 PINE STREET SUITE 801 | NEW YORK | NY | 10005 | NONE | 501(C)(3) | CIVIC LIBERTIES/HUMANITARIAN | $5,000 |
| RYMAN CARROLL FOUNDATION | |||||||
| 1933 S BROADWAY SUITE 1138 | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | ARTS | $1,000 |
| SCREEN ACTORS GUILD FOUNDATION | |||||||
| 5757 WILSHIRE BLVD SUITE 124 | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | ENTERTAINMENT INDUSTRY | $10,000 |
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | NONE | 501(C)(3) | RELIGIOUS | $10,000 |
| THE CHRYSALIS CENTER | |||||||
| 1835 LINCOLN BLVD | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | HOMELESS/HUNGER | $25,000 |
| THE LOS ANGELES DODGERS FOUNDATION | |||||||
| 75 NINTH AVENUE 5TH FLOOR | NEW YORK | NY | 10011 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $15,000 |
| THE NEWTOWN FOUNDATION INC | |||||||
| PO BOX 3325 | NEWTOWN | CT | 06470 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $10,000 |
| THE PALEY CENTER FOR MEDIA | |||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | ENTERTAINMENT INDUSTRY | $100,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $25,000 |
| TIDES CENTER | |||||||
| 11849 W OLYMPIC BLVD SUITE 101 | LOS ANGELES | CA | 90064 | NONE | 501(C)(3) | CHILDREN | $2,500 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD SUITE 401 | BEVERLY HILLS | CA | 90211 | NONE | 501(C)(3) | HEALTH | $5,000 |
| YOUNG MENS & YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | 501(C)(3) | RELIGIOUS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $953,509 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEFFEN PLAYHOUSE INC | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | ARTS | $500,000 |
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | RELIGIOUS | $10,000 |
| NATIONAL WOMEN'S LAW CENTER | |||||||
| 500 ARGUELLA STREET SUITE 200 | REDWOOD CITY | CA | 94063 | NONE | 501(C)(3) | CIVIC/COMMUNITY | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $660,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,533 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $485,700 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,282,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,774,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,774,700 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEMPER VIC PARTNERS L.P. | FMV | $154,074 | $154,074 |
| NZC GUGGENHEIM FUND LIMITED | FMV | $1 | $255,459 |
| CHARLES SCHWAB #6632 | FMV | $14,513,130 | $13,547,631 |
| CHARLES SCHWAB #9818 | FMV | $996,180 | $770,811 |
| CHARLES SCHWAB #4177 | FMV | $1,289,232 | $1,237,114 |
| CHARLES SCHWAB OCA OHA | FMV | $800,000 | $809,229 |
| CHARLES SCHWAB #OCA CMTG LLC | FMV | $613,432 | $600,000 |
| CHARLES SCHWAB #OCA TBP VI | FMV | $110,855 | $106,668 |
| OWL ROCK TECHNOLOGY FINANCE | FMV | $318,727 | $312,935 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,613 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $150 | $0 | $0 |
| INVESTMENT EXPENSES | $66,667 | $66,667 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT FOR LOSSES ON INVESTMENT WITH MADOFF SECURITIES LLC | Desc |
| Amt | $361,570 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $187,795 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $30 | $0 | $0 |
| FEDERAL EXCISE TAX | $35,000 | $0 | $0 |
| FOREIGN TAXES | $9,608 | $9,608 | $0 |
Comments