PLATT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201901359349101335
- 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
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:06:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | 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 | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.186.35.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 14:17:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8EEFF7B553FEF366FCEAC84F1A46247C4300D37D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,760,973 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,600,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,078 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,221 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,641,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,409 | 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 | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,331 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $521,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $521,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $522,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,114,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,837 | CashBOYAmt |
| Cash EOY | $30,357 | CashEOYAmt |
| Cash EOYFMV | $30,357 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,065,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,065,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $678,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $665,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $665,089 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $712,345 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,760,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,760,973 | 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 | $712,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,760,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $712,345 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,760,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $712,345 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,760,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $712,345 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,114,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,826,391 | SubtotalAmt |
| Other Decreases | $65,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,760,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $148,867 | $153,086 | -$4,219 | -$4,219 |
| CAPITAL GAINS DIVIDENDS | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $659,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,220,213 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.540576 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $528,989 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,108,002 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.477426 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $103,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,324,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077852 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,780 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,381,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $623,524 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $970,848 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.642247 | DistributionYr5Rt |
| Total Distribution | 1.790069 | TotalDistributionRt |
| Average Distribution | 0.358014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,146,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $410,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $410,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $522,700 | 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 | $362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,388 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,388 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,026 | OverpaymentAmt |
| Applied To ES Tax | $1,026 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 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 |
| 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 | $948,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,164,260 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,164,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,146,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,340 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $362 | TotalTaxAmt |
| Distributable Before Adj | $56,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $522,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $522,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $362 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $522,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $628,830 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,230 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,661 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $474,811 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $600,671 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,746,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $522,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,978 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $465,722 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,211,925 | 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 | $628,830 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,583,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,230 | ExcessFromYear4Amt |
| Excess From Year3 | $37,661 | ExcessFromYear3Amt |
| Excess From Year2 | $474,811 | ExcessFromYear2Amt |
| Excess From Year1 | $600,671 | ExcessFromYear1Amt |
| Excess From Current Year | $465,722 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | GOV | GENERAL SUPPORT | $316,000 |
| HARVARD WESTLAKE SCHOOL | ||||||
| 700 N FARING RD | LOS ANGELES | CA | 90077 | GOV | GENERAL SUPPORT | $165,000 |
| SINAI TEMPLE & SINAI AKIBA ACADEMY | ||||||
| 10400 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $25,000 |
| UCSF FOUNDATION | ||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | PC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $521,000 | 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 | $46,078 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,221 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,857 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,857 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLATT CP 2008 TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLEGION PUB LTD CO (ALLE) | $3,906 | $3,906 |
| AVERY DENNISON CORPORATION (AYY) | $3,144 | $3,144 |
| BURLINGTON STORES INC (BURL) | $4,067 | $4,067 |
| CHARLES RIVER LABS INTL INC (CRL) | $4,527 | $4,527 |
| CHURCH & DWIGHT CO INC (CHO) | $4,998 | $4,998 |
| CINTAS CORP (CTAS) | $4,368 | $4,368 |
| COOPER CO INC NEW (COO) | $4,327 | $4,327 |
| COPART INC (CPRTI | $4,682 | $4,682 |
| ETSY INC COM (ETSY) | $4,186 | $4,186 |
| FIRST REPUBLIC BANK (FRC) | $3,911 | $3,911 |
| FIVE BELOW (FIVE) | $3,888 | $3,888 |
| GENERAC HLDGS INC COM (GNRC) | $3,529 | $3,529 |
| GENPACT LTD (G) | $3,455 | $3,455 |
| HYATT HOTELS CORP COM CL A (H) | $3,583 | $3,583 |
| JACK HENRY& ASSOC INC (JKHY) | $4,428 | $4,428 |
| JAZZ PHARMACEUTICALS PLC (JAZZ) | $2,975 | $2,975 |
| KEYSIGHT TECHNOLOGIES INC (KEYS) | $3,663 | $3,663 |
| LAMB WESTON HLDGS INC COM (LW) | $5,296 | $5,296 |
| LENNOX INTL INC (LIL) | $4,377 | $4,377 |
| LITTELFUSE INC (LFUS) | $2,744 | $2,744 |
| MC CORMICK AND CO NON VOTING (MKC) | $5,570 | $5,570 |
| METTLER TOLEDO INTL (MTD) | $3,393 | $3,393 |
| MONOLITHIC PWR SYSTEMS INC (MPWR) | $4,301 | $4,301 |
| OLD DOMINION FREIGHT LINE (ODFL) | $3,581 | $3,581 |
| PAYCOM SOFTWARE INC (PAYC) | $4,408 | $4,408 |
| POOL CORP (POOL) | $4,608 | $4,608 |
| PVH CORPORATION (PYH) | $2,603 | $2,603 |
| QUALYS INC COM (QLYS) | $1,943 | $1,943 |
| RAYMOND JAMES FINCL INC (RJF) | $3,348 | $3,348 |
| RBC BEARINGS INC (ROLL) | $3,540 | $3,540 |
| RESMED INC (RMD) | $5,010 | $5,010 |
| ROLLINS INC (ROL) | $3,827 | $3,827 |
| SKYWORKS SOLUTIONS INC (SWKS) | $3,083 | $3,083 |
| SS&C TECHNOLOGIES HLDGS INC (SSNC) | $3,925 | $3,925 |
| STERIS PLC (STE) | $5,022 | $5,022 |
| SYNOPSYS INC (SNPS) | $3,959 | $3,959 |
| TAKE TWO INTERACTIVE SOFTWARE (TTWO) | $2,368 | $2,368 |
| TEXAS ROADHOUSE INC CL A (TXRH) | $4,358 | $4,358 |
| XYLEM INC COM (XYL) | $3,603 | $3,603 |
| ZEBRA TECH CL-A (ZBRA) | $3,503 | $3,503 |
| AEGON NV ADR (AEG) | $2,399 | $2,399 |
| AES CORP (AES) | $3,340 | $3,340 |
| BB & T CORP (BBT) | $5,718 | $5,718 |
| BCE INC (BCE) | $3,439 | $3,439 |
| BROADCOM INC (AVGO) | $4,577 | $4,577 |
| CARNIVAL CP NEW PAIRED COM (CCL) | $2,514 | $2,514 |
| CENTERPOINT ENERGY INC (CNP) | $4,545 | $4,545 |
| CISCO SYS INC (CSCO) | $4,376 | $4,376 |
| CITIGROUP INC NEW (C) | $2,449 | $2,449 |
| CME GROUP INC (CME) | $4,703 | $4,703 |
| COCA COLA EUROPEAN PARTNERS P (CCEP) | $4,307 | $4,307 |
| CROWN CASTLE INTL CORP (CCI) | $3,911 | $3,911 |
| CYPRESS SEMICONDUCTOR DELA (CY) | $2,302 | $2,302 |
| DIGITAL REALTY TRUST INC (DLR) | $1,811 | $1,811 |
| EATON CORP PLC SHS (ETN) | $3,982 | $3,982 |
| ENBRIDGE INC (ENB) | $3,823 | $3,823 |
| FIDELITY NATIONAL FINANCIAL IN (FNF) | $2,735 | $2,735 |
| GAP INC (GPS) | $2,988 | $2,988 |
| HP INC COM (HPQ) | $1,432 | $1,432 |
| HSBC HOLDINGS PLC SPON ADR NEW (HSBC) | $3,412 | $3,412 |
| HUNTINGTON BANCSHARES (HBAN) | $3,779 | $3,779 |
| KLA TENCOR CORP (KLAC) | $4,385 | $4,385 |
| LAMAR ADVERTISING CO NEW CL A (LAMR) | $3,805 | $3,805 |
| LYONDELLBASELL NV CL-A (LYB) | $5,156 | $5,156 |
| NOKIA CP ADR (NOK) | $3,271 | $3,271 |
| OCCIDENTAL PETROLEUM CORP DE (OXY) | $3,928 | $3,928 |
| OLD REPUBLIC INTL CP (ORI) | $2,756 | $2,756 |
| ONEOK INC (OKE) | $3,669 | $3,669 |
| PEMBINA PIPELINE CORP COM (PBA) | $1,246 | $1,246 |
| PFIZER INC (PFE) | $6,198 | $6,198 |
| QUALCOMM INC (QCOM) | $3,187 | $3,187 |
| REGIONS FINANCIAL CORP NEW (RF) | $2,582 | $2,582 |
| SABRE CORPORATION (SABR) | $3,765 | $3,765 |
| SIX FLAGS ENTMT CORP NEW (SIX) | $2,948 | $2,948 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $3,543 | $3,543 |
| TARGET CORPORATION (TGT) | $3,106 | $3,106 |
| TEXAS INSTRUMENTS (TXN) | $4,820 | $4,820 |
| TORONTO DOM BK NEW (TD) | $4,375 | $4,375 |
| TOTAL S A SPON ADR (TOT) | $3,809 | $3,809 |
| UMPQUA HOLDINGS CORP (UMPQ) | $1,145 | $1,145 |
| VERIZON COMMUNICATIONS (VZ) | $5,791 | $5,791 |
| BARCLAYS BK PLC AUTOCLL LKD 25 (BAKYZ) | $67,950 | $67,950 |
| BCS CONTINGENT 8.75% AUTOCALL ON VIAB (SPWBE) | $54,675 | $54,675 |
| BCS CONTINGENT 9.4% AUTOCALL ON KHC (SPZMA) | $32,300 | $32,300 |
| CS CONTINGENT 9.2% AUTOCAI.L ON KR (SPZMB) | $48,200 | $48,200 |
| HSBC CONTINGENT 10.25% AUTOCALL ON T (SPZMC) | $43,750 | $43,750 |
| JPM CONTINGENT 9% AUTOCALL ON MAT (SPWGE) | $26,880 | $26,880 |
| UBS AG LONDON BRANCH TRIGGER PHX AUTOCALLABLE OPT | $89,300 | $89,300 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $65,418 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $3,331 | Amt |
| Net Investment Income | $3,331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $80 | $0 | $0 |
| FOREIGN TAX | $0 | $231 | $0 |
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