BROTMAN FOUNDATION OF CALIFORNIA: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BROTMAN FOUNDATION OF CALIFORNIA (EIN 95-6094639)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349103082
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:32:19-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 956094639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTMAN FOUNDATION OF CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | C/O CLIFTONLARSONALLEN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROT | BusinessNameControlTxt |
| Phone | 3103128221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B SHERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103128221 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZA MINASSIAN | PreparerPersonNm |
| PTIN | P00729023 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 18:20:24 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5CFB7C935E07FEDB0B66B3FC2C923ED09AEC6E0A | 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 | $5,083,904 | 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 |
| Dividends Rev And Expnss | $124,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $124,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $518,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,154,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $518,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $643,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $643,362 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $99,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $555 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,995 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,082 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,657 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $154,604 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $108,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,067 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $597,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,977 | CashBOYAmt |
| Cash EOY | $117,692 | CashEOYAmt |
| Cash EOYFMV | $117,692 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $140,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,400 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $581,615 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $586,244 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,857,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,967,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,954,170 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,468,474 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,269,844 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,242,854 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $426,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,544 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,911,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,119,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,083,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,911,632 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,119,875 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,911,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,119,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,911,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,119,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,911,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,119,875 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,119,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,147,093 | $1,635,338 | $511,755 | $511,755 | |
| CAPITAL GAINS DIVIDENDS | $6,915 | $6,915 | $6,915 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $518,670 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $588,423 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,645,396 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104231 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $588,554 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,716,867 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102950 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $438,186 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,083,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072030 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $357,726 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,276,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056995 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $409,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,048,044 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067672 | DistributionYr5Rt |
| Total Distribution | 0.403878 | TotalDistributionRt |
| Average Distribution | 0.080776 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,382,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $434,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,973 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $440,773 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $389,067 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $669 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $669 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $11,349 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103128221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL B SHERMAN | ||||||||
| 1925 CENTURY PARK EAST 16TH FL | LOS ANGELES | CA | 90067 | PRESIDENT & TREASURER | 5.00 | $22,200 | $0 | $0 |
| TONI BROTMAN WALD | ||||||||
| 9255 DOHENY ROAD 2001 | LOS ANGELES | CA | 90069 | DIRECTOR | 5.00 | $22,200 | $0 | $0 |
| ALEXIS WALD | ||||||||
| 1014 N DOHENY DRIVE 4 | WEST HOLLYWOOD | CA | 90069 | SECRETARY | 5.00 | $22,200 | $0 | $0 |
| ALISON ROVEN | ||||||||
| 1356 MARIANNA ROAD | PASADENA | CA | 91105 | VICE PRESIDENT | 5.00 | $22,200 | $0 | $0 |
| LENA WALD | ||||||||
| 8033 SUNSET BLVD 989 | LOS ANGELES | CA | 90046 | DIRECTOR | 5.00 | $22,200 | $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 | $5,250,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $214,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,464,758 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,464,758 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,971 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,382,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,946 | TotalTaxAmt |
| Distributable Before Adj | $257,193 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,193 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,193 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,067 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,067 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $389,067 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,510 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,433 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $305,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $311,433 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $919,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,067 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,874 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,051,054 | 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 | $113,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $937,495 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,510 | ExcessFromYear4Amt |
| Excess From Year3 | $138,433 | ExcessFromYear3Amt |
| Excess From Year2 | $305,245 | ExcessFromYear2Amt |
| Excess From Year1 | $311,433 | ExcessFromYear1Amt |
| Excess From Current Year | $131,874 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TONI BROTMAN WALD | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL SHERMAN CO BROTMAN FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3103128221 | RecipientPhoneNum |
| Form And Info And Materials | PREFER INITIAL LETTER OF SUBMISSION OR REQUEST OUTLINING THE PROJECT. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE - ACCEPTED ANYTIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL, AND THE ENVIRONMENT. AWARDS LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SENSE OF HOME | |||||||
| 4712 ADMIRALTY WAY STE 1203 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD STE 203 | BALA CYNWOOD | PA | 19004 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $22,500 |
| SPONSORS FOR EDUCATIONAL OPPORTUNITYINC | |||||||
| 55 EXCHANGE PLACE STE 601 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| BABY 2 BABY | |||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| CHILDREN MENDING HEARTS | |||||||
| 13741 VENTURA BLVD | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| CHILDREN OF THE NIGHT | |||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| DREAM CENTER | |||||||
| 2301 BELLEVUE AVE | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| EVERY MOTHER COUNTS | |||||||
| 180 VARICK ST STE 1116 | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| GENESIS | |||||||
| 9595 WILSHIRE BLVD 700 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| GOOD FOUNDATION | |||||||
| 4005 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 |
| GREATER LOS ANGELES ZOO ASSOCIATION | |||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| HEART OF LOS ANGELES | |||||||
| 701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| HERMANDAD MEXICAN NACIONAL | |||||||
| 2714 W PICO BLVD | LOS ANGELES | CA | 90006 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| INSIDEOUT WRITERS | |||||||
| 1212 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| INTERNATIONAL SCHOOL OF LOS ANGELES | |||||||
| 1105 W RIVERSIDE DR | BURBANK | CA | 91506 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| JEWISH FAMILY SERVICES OF LA | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| MALIBU FOUNDATION | |||||||
| 947 4TH AVE STE E | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET 11TH FL | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| NEW VILLAGE CHARTER SCHOOL | |||||||
| 147 NORTH OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 13645 RIVERSIDE DR | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 |
| PALISADES CHARTER HIGH SCHOOL | |||||||
| 15777 BOWDOIN ST | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,265 |
| PROJECT ANGEL FOOD | |||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| PROJECT GRAD | |||||||
| 10200 SEPULVEDA BLVD STE 255 | MISSION HILLS | CA | 91345 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| SHOES THAT FIT | |||||||
| 1420 N CLAREMONT BLVD STE 204A | CLAREMONT | CA | 91711 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| ST JUDE CHLDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| STUDENTS RUN LA | |||||||
| 5252 CREBS AVE | TARZANA | CA | 91356 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| TAHIRIH JUSTICE CENTER | |||||||
| 6402 ARLINGTON BLVD STE 300 | FALLS CHURCH | VA | 22042 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| THE PAINTED TURTLE | |||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $6,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD STE 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $10,000 |
| THE WAVERLY SCHOOL | |||||||
| 67 W BELLEVUE DR | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $8,750 |
| THE WOMEN'S CANCER RESEARCH FUND | |||||||
| 4900 SAN FERNANDO RD | GLENDALE | CA | 91204 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $15,000 |
| UCLA FOUNDATION - WOWS | |||||||
| 10945 LE CONTE AVENUE STE 3132 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| WAYFINDER FAMILY SERVICES | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| WESTSIDE FOOD BANK | |||||||
| 1710 22ND ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| WHITE HEART FOUNDATION | |||||||
| PO BOX 1911 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| FRIENDS OF LA ANIMAL SHELTERS | |||||||
| 1110 WILSHIRE BLVD | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL SERVICES | |||||||
| 5121 CRESTWAY DRIVE 105 | SAN ANTONIO | TX | 78239 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 E 59TH ST SUITE 964 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,515 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $518,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $643,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $643,362 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | $5,550 | Amt |
| Net Investment Income | $555 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,995 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACHED SCHEDULE | BondNm |
| EOY Book Value | $1,269,844 | EOYBookValueAmt |
| EOYFMV | $1,242,854 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK - SEE ATTACHED SCHEDULE | $1,551,343 | $2,473,540 |
| EXCHANGE TRADED FUNDS (EQUITY) - SEE ATTACHED SCHEDULE | $121,546 | $97,048 |
| MUTUAL FUNDS (EQUITY) - SEE ATTACHED SCHEDULE | $294,435 | $383,582 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $581,615 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $586,244 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CDS AND BAS - SEE ATTACHED SCHEDULE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $100,000 | BookValueAmt |
| EOYFMV | $99,544 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $32,908 | $32,908 | $0 | $0 |
| OFFICE EXPENSES | $3,037 | $304 | $0 | $2,733 |
| INSURANCE | $1,027 | $103 | $0 | $924 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $155 | $155 | $0 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $927 | $927 | $0 | $0 |
Comments