THE SHIRLEY BASKIN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SHIRLEY BASKIN FOUNDATION (EIN 95-3313203)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349100207
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T07:04:51-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 3102750484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BOULEVARD NO 1403 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY BASKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102750484 | PhoneNum |
| Signature | 2019-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID HOROWITZ CPA | PreparerPersonNm |
| PTIN | P00480861 | PTIN |
| Phone | 8605636443 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.175.219.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-05 | IPDt |
| IP Tm | 08:05:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BEF315A31338E1DCA8235D23504D6F5D4A9CA433 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BEF315A31338E1DCA8235D23504D6F5D4A9CA433 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,507,196 | 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 | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,343 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,710 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,037 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,082 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,107 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,486 | CashBOYAmt |
| Cash EOY | $28,396 | CashEOYAmt |
| Cash EOYFMV | $28,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $497,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $481,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,421,661 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $581,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $567,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,507,196 | 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 | $581,740 | RetainedEarningBOYAmt |
| Retained Earning EOY | $567,004 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $581,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $567,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $567,004 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| AT&T - CASH IN LIEU | 2018-06-19 | $6 | $6 | $6 | |||
| FNL ENGINES INC - 700 SHS | 2018-05-21 | $31,188 | $15,087 | $15,087 | P | 2012-04-27 | $16,101 |
| TIME WARNER INC - 600 SHS | 2018-06-15 | $32,250 | $32,250 | $32,250 | P | 1998-03-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,343 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,445 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,475,233 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043007 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,282,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051936 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,029 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,362,314 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044064 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,337,287 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049260 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,205,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033621 | DistributionYr5Rt |
| Total Distribution | 0.221888 | TotalDistributionRt |
| Average Distribution | 0.044378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,638,973 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $653 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $74,025 | 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 | $653 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $653 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,181 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,181 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $528 | OverpaymentAmt |
| Applied To ES Tax | $528 | 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 | SHIRLEY BASKIN | IndividualWithBooksNm |
| Phone | 3102750484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BLVD 1403 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY BASKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BLVD 1403 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,550,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,663,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,663,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,959 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,638,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $653 | TotalTaxAmt |
| Distributable Before Adj | $81,296 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,296 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,296 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $653 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,372 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,296 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,190 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,190 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,835 | 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 | $79,461 | 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) |
|---|---|---|
| Contributing Manager | SHIRLEY BASKIN | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| ANNIE WRIGHT SCHOOLS | |||||||
| 827 NORTH TACOMA AVE | TACOMA | WA | 98403 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| CEDARS SINAI WOMENS GUILD | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $450 |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $600 |
| CHILDREN'S MUSEUM INDIANAPOLIS | |||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| CHILDRENS HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $7,000 |
| COUPLES AGAINST LEUKEMIA | |||||||
| PO BOX 98018 | WASHINGTON | DC | 20090 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| CRAFT AND FOLK ART MUSEUM | |||||||
| 5814 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 100015004 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,500 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| HEROBOX | |||||||
| 247 SENOIA RD | PEACHTREE CITY | GA | 30269 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| JEWISH FAMILY SERVICES | |||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $100 |
| KCET | |||||||
| 2900 WEST ALMEDA AVE | BURBANK | CA | 91505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,500 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| LOS ANGELES WATERKEEPER | |||||||
| 120 BROADWAY SUITE 105 | SANTA MONICA | CA | 90401 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $3,500 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 S SLAUSON AVE | CULVER CITY | CA | 90230 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| MEALS ON WHEELS OF W LA | |||||||
| PO BOX 241576 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| MOTHERS 2 MOTHERS | |||||||
| 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| MUSEUM OF TOLERANCE | |||||||
| 9786 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| NATIONAL MUSEUM OF WOMEN IN THE ARTS | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | 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 | $1,300 |
| OPICA | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| PBS SO CAL | |||||||
| PO BOX 33816 | LOS ANGELES | CA | 90033 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| PLANNED PARENTHOOD | |||||||
| 10380 WILSHIRE BLVD 1403 | LOS ANGELES | CA | 90024 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| SITE SANTA FE | |||||||
| 1606 PASEO DE PARALTA | SANTA FE | NM | 87501 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $100 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $22,500 |
| TREE PEOPLE | |||||||
| 12601 MULHOLLAND DR | BEVERLY HILLS | CA | 90210 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| UCLA FOUNDATION NEUROSURGERY RESEARCH | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 900246516 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353440 | SEATTLE | WA | 981959505 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | VENICE | CA | 90291 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| THE JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $100 |
| THE MUSEUM OF CONTEMPORARY ART | |||||||
| 250 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $200 |
| AMERICA'S VETDOGS | |||||||
| 371 EAST JERICHO TPKE | SMITHTOWN | NY | 11787 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| ST ANTHONY SCHOOL | |||||||
| 322 LOMITA ST | EL SEGUNDO | CA | 90245 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $25 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $50 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $25 |
| KNOCK OUT ABUSE | |||||||
| 816 CONNECTICUT AVE NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $2,650 |
| AMERICAN ASSOCIATES OF UNIVERSITY | |||||||
| 1200 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $75 |
| OPERATION FINALLY HOME | |||||||
| 1659 STATE HIGHWAY 46 WEST | NEW BRAUNFELS | TX | 78132 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $100 |
| GIRLS AND BOYS CLUB OF MALIBU | |||||||
| 30215 MORNING VIEW DR | MALIBU | CA | 90265 | NONE | N/A | CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,025 | 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 | $173 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,371 | 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 | $3,710 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SH BERKSHIRE HATHAWAY INC | $23,870 | $102,090 |
| 1,800 SH CISCO SYS INC | $11,127 | $77,994 |
| 800 SH MICROSOFT CORP | $9,946 | $81,256 |
| 790 SH PROCTER & GAMBLE | $39,609 | $72,617 |
| 1,500 SH CRANE CO DELAWARE | $44,205 | $108,270 |
| 200 SH JOHNSON & JOHNSON | $12,883 | $25,810 |
| 300 SH STRYKER CO | $15,382 | $47,025 |
| 300 SH STRYKER CO | $16,585 | $47,025 |
| 50 SH ALPHABET INC CL A | $12,446 | $52,248 |
| 1,200 SH STARBUCKS CORP | $21,716 | $77,280 |
| 2,100 SH APPLE INC | $27,455 | $331,254 |
| 200 SH JOHNSON & JOHNSON | $13,288 | $25,810 |
| 862 SH AT & T INC | $9,434 | $24,601 |
| 600 SH VERIZON COMMUNICATIONS | $16,453 | $33,732 |
| 600 SH PEPSICO INC | $37,970 | $66,288 |
| 50 SH ALPHABET INC CL C | $12,406 | $51,781 |
| 300 SH SALESFORCE COM INC | $23,760 | $41,091 |
| 300 SH VISA INC CL A | $21,298 | $39,582 |
| 100 SH COSTCO WHOLESALE CRP DEL | $16,910 | $20,371 |
| 200 SH FACEBOOK INC CL A | $24,161 | $26,218 |
| 200 SH ACCENTURE PLC | $25,368 | $28,202 |
| 400 SH PROLOGIS INC | $23,290 | $23,488 |
| 50 SH EQUINIX INC | $21,907 | $17,628 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $8,037 | Amt |
| Net Investment Income | $8,037 | 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 | $10 | $0 | $0 |
| EXCISE TAX | $2,300 | $0 | $0 |
| FILING FEE | $25 | $0 | $0 |
Comments