ZARABI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZARABI FAMILY FOUNDATION (EIN 81-4359394)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349108400
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T18:20:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814359394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZARABI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZARA | BusinessNameControlTxt |
| Phone | 8187279100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20120 PLUMMER STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ZARABI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8187279100 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399668 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,167,612 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $101,853 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $101,853 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,761,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,165 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $47 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $476,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,453 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,455 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,645 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $436 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,695 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,746 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,746 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $275,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,695 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,201 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,085 | CashBOYAmt |
| Cash EOY | $51,397 | CashEOYAmt |
| Cash EOYFMV | $51,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,710,885 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,983,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,983,006 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $359,985 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $378,741 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $378,741 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $593,409 | CorporateStockBOYAmt |
| Corporate Stock EOY | $504,498 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $504,498 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $87,750 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $88,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $88,375 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $175,557 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $156,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,234 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,588 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,361 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,361 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,939,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,167,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,167,612 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,939,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,167,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,939,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,167,612 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,939,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,167,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,939,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,232 | OtherIncreasesAmt |
| Subtotal | $3,167,612 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,167,612 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $1,761,158 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,709,993 | CostOrOtherBasisAmt |
| Gain Or Loss | $51,165 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $51,165 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,179 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,179 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $68 | EsPenaltyAmt |
| Tax Due | $2,247 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NARA ESTPANIAN | IndividualWithBooksNm |
| Phone | 8187279100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20120 PLUMMER STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MORAD ZARABI | ||||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL ZARABI | ||||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT ZARABI | ||||||||
| 20120 PLUMMER STREET | CHATSWORTH | CA | 91311 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,085,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,039,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $161,595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,286,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,286,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,293 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,236,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,847 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,847 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,179 | TotalTaxAmt |
| Distributable Before Adj | $159,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,201 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,201 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $126,237 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,501 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $209,194 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $190,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $720,974 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,201 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,533 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $816,507 | 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 | $126,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $690,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,501 | ExcessFromYear4Amt |
| Excess From Year3 | $209,194 | ExcessFromYear3Amt |
| Excess From Year2 | $190,269 | ExcessFromYear2Amt |
| Excess From Year1 | $147,773 | ExcessFromYear1Amt |
| Excess From Current Year | $95,533 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ISRAEL NAVY SEALS | |||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $42,000 | |
| ATERET ISRAEL INC | |||||||
| 1749 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | PC | GENERAL OPERATING SUPPORT | $500 | |
| CHABAD ON 17TH | |||||||
| 1428 17TH ST | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHABAD ON 17TH | |||||||
| 1428 17TH ST | SANTA MONICA | CA | 90404 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EFRAT-CRIB | |||||||
| 1274 49TH STREET SUITE 569 | BROOKLYN | NY | 11219 | PC | EDUCATION | $1,800 | |
| ELITE ENTREPRENEUR ORGANIZATION | |||||||
| 9545 WILSHIRE BLVD | BEVERLY HILLS | CA | 90212 | PC | GENERAL OPERATING SUPPORT | $10,600 | |
| FRIENDS OF KEREN BETH PROTEA INC | |||||||
| 2026 FAIRBURN AVE | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING SUPPORT | $22,000 | |
| HADASSAH | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | PC | GENERAL OPERATING SUPPORT | $1,226 | |
| HAKHAM YEDIDIA SHOFET HALL | |||||||
| 142 S REXFORD DR | BEVERLY HILLS | CA | 90212 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NETAN ELI HEBREW ACADEMY | |||||||
| 18043 TOPHAM ST | ENCINO | CA | 91316 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| NETAN ELI HEBREW ACADEMY | |||||||
| 18043 TOPHAM ST | ENCINO | CA | 91316 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| OHEL MOSHE CONGREGATION | |||||||
| 8644 W PICO BLVD | LOS ANGELES | CA | 90035 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 3RD AVE FL 15 | NEW YORK CITY | NY | 10017 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RD & M KINDNESS | |||||||
| 304 N OAKHURST DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RD & M KINDNESS | |||||||
| 304 N OAKHURST DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $2,600 | |
| RD & M KINDNESS | |||||||
| 304 N OAKHURST DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RD & M KINDNESS | |||||||
| 304 N OAKHURST DR | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SCRC | |||||||
| PO BOX 21130 | GLENDALE | CA | 91221 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STEPHEN WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE HOPE FOUNDATION | |||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $26,000 | SUITE 266 |
| THE HOPE FOUNDATION | |||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $1,000 | SUITE 266 |
| THE HOPE FOUNDATION | |||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | PC | GENERAL OPERATING SUPPORT | $26,000 | SUITE 266 |
| THE MAGBIT FOUNDATION | |||||||
| 433 N CAMDEN DR 235 | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE MAGBIT FOUNDATION | |||||||
| 433 N CAMDEN DR 235 | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE MAGBIT FOUNDATION | |||||||
| 433 N CAMDEN DR 235 | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $260 | |
| TORAT HAYIM | |||||||
| 1026 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YACHAD KOLLEL | |||||||
| 9581 W PICO BLVD | LOS ANGELES | CA | 90035 | PC | GENERAL OPERATING SUPPORT | $260 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,746 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,853 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,388 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,453 | 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 | THE FELINA GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20120 PLUMMER STREET | AddressLine1Txt |
| City | CHATSWORTH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $10,505 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,455 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE & CO 4.250% 10/01/2027 | $21,844 | $21,844 |
| ALPHABET INC 0.800% 08/15/2027 | $22,872 | $22,872 |
| ORACLE CORP 4.500% 05/06/2028 | $21,789 | $21,789 |
| WALT DISNEY CO 3.700% MATURES 10/15/2025 | $21,870 | $21,870 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 94 SHARES QUALCOMM INC | $14,440 | $14,440 |
| 131 SHARES CISCO SYS INC (CSCO) | $7,755 | $7,755 |
| 184 SHARES MERCK & CO INC NEW COM (MRK) | $18,304 | $18,304 |
| 33 SHARES ORACLE CORP (ORCL) | $5,499 | $5,499 |
| 196 SHARES STARBUCKS CORP WASHINGTON (SBUX) | $17,885 | $17,885 |
| 206 SHARES CHEVRON CORP (CVX) | $29,837 | $29,837 |
| 178 SHARES MEDTRONIC PLC SHS | $14,219 | $14,219 |
| 113 SHARES JOHNSON & JOHNSON | $16,342 | $16,342 |
| 87 SHARES APPLE INC | $21,787 | $21,787 |
| 171 SHARES ALPHABET INC CL A | $32,370 | $32,370 |
| 1893 SHARES FORD MOTOR CO | $18,741 | $18,741 |
| 49 SHARES ADVANCED MICRO DEVICES | $5,919 | $5,919 |
| 176 SHARES ALIBABA GROUP HLDG LTD (BABA) | $14,923 | $14,923 |
| 57 SHARES AMGEN INC (AMGN) | $14,856 | $14,856 |
| 22 SHARES ASML HOLDING NV NY REG NEW (ASML) | $15,248 | $15,248 |
| 137 SHARES BRISTOL MYERS SQUIBB CO (BMY) | $7,749 | $7,749 |
| 60 SHARES BROADCOM INC (AVGO) | $13,910 | $13,910 |
| 38 SHARES DEERE & CO (DE) | $16,101 | $16,101 |
| 93 SHARES MICROSOFT CORP (MSFT) | $39,200 | $39,200 |
| 227 SHARES NIKE INC B (NKE) | $17,177 | $17,177 |
| 542 SHARES PINTEREST INC CL A (PINS) | $15,718 | $15,718 |
| 809 SHARES UBS GROUP AG SHS (UBS) | $24,529 | $24,529 |
| 329 SHARES UNITED PARCEL SER INC CL-B (UPS) | $41,487 | $41,487 |
| 427 SHARES ENERGY SEL SECT SPDR FD (XLE) | $36,577 | $36,577 |
| 737 SHARES ISHARES CHINA LARGE CAP ETF (FXI) | $22,434 | $22,434 |
| 193 SHARES WALT DISNEY | $21,491 | $21,491 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $378,741 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $378,741 | 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 | 16359.541 BLUE OWL CREDIT INC CORP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $156,234 | BookValueAmt |
| EOYFMV | $156,234 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST FROM INVESTMENTS | Desc |
| BOY Book Value | $3,588 | BOYBookValueAmt |
| EOY Book Value | $5,361 | EOYBookValueAmt |
| EOYFMV | $5,361 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND | Desc |
| Revenue And Expenses Per Books | $47 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM INVESTMENTS | Desc |
| Amt | $27,232 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICE FEES | CategoryTxt |
| Amt | $18,645 | Amt |
| Net Investment Income | $18,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $305 | $0 | $0 | $0 |
| FILING FEES | $131 | $0 | $0 | $0 |
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