HARRY AND HILDA EISEN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND HILDA EISEN FAMILY FOUNDATION (EIN 33-0492606)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-10
- IRS object ID
- 201941619349100769
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-10T17:04:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330098722 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER GIANGRANDE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 W IMPERIAL HWY STE 110 | AddressLine1Txt |
| City | BREA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92821 | 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 | 330492606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY & HILDA EISEN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 7142259813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 NORTH CITRUS AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL RUBINSTEIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2019-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL B BECHER | PreparerPersonNm |
| PTIN | P00645942 | PTIN |
| Phone | 7144942200 | PhoneNum |
| Preparation | 2019-06-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.14.129.103 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-10 | IPDt |
| IP Tm | 17:04:20 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A898632B143ABBDEE9C6536CDC893BCAF20D6375 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A898632B143ABBDEE9C6536CDC893BCAF20D6375 | 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 | $4,992,962 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,637 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,637 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $103,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,995 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $103,995 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,112 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,833 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,833 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $8,833 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,128,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,577 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $119,465 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,800 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $877 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $51,734 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $127,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,826,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $119,465 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $287,846 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $335,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $335,241 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,885,640 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,664,761 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,657,721 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,173,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,000,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,992,962 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,173,486 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,000,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,173,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,000,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,173,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,000,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,173,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,826,516 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,000,002 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,000,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHRS AFFILIATED MANAGERS GROUP | P | 2017-09-11 | 2018-04-18 | $17,203 | $17,742 | -$539 | -$539 |
| 2000 SHRS PIMCO FOREIGN BD FD | P | 2016-02-01 | 2018-07-20 | $21,620 | $20,000 | $1,620 | $1,620 |
| 200 SHRS AMERIPRISE FINL | P | 2017-09-11 | 2018-12-31 | $20,091 | $27,313 | -$7,222 | -$7,222 |
| 150 SHRS SALESFORCE | P | 2016-01-08 | 2018-03-27 | $17,427 | $11,054 | $6,373 | $6,373 |
| 50 SHRS BOEING | P | 2014-12-31 | 2018-02-26 | $17,882 | $6,507 | $11,375 | $11,375 |
| 250 SHRS SALESFORCE | P | 2018-12-31 | $32,816 | $18,062 | $14,754 | $14,754 | |
| 50 SHRS CME GROUP | P | 2016-01-08 | 2018-12-31 | $9,024 | $4,346 | $4,678 | $4,678 |
| 375 SHRS SCHLUMBERGER | P | 2018-05-21 | 2018-11-30 | $17,152 | $28,072 | -$10,920 | -$10,920 |
| 250 SHRS COMCAST CORP | P | 2018-03-23 | 2018-07-30 | $8,677 | $8,385 | $292 | $292 |
| 125 SHRS SCHLUMBERGER | P | 2016-02-01 | 2018-11-30 | $5,717 | $8,814 | -$3,097 | -$3,097 |
| 125 SHRS DIAGEO PLC | P | 2014-03-28 | 2018-02-26 | $17,190 | $15,601 | $1,589 | $1,589 |
| 1000 SHRS UBS GROUP | P | 2018-02-22 | 2018-11-05 | $14,113 | $19,388 | -$5,275 | -$5,275 |
| 100 SHRS FACEBOOK | P | 2016-01-08 | 2018-03-27 | $16,166 | $9,832 | $6,334 | $6,334 |
| 550 SHRS VERIZON COMMUNICATIONS | P | 2015-04-22 | 2018-02-26 | $26,591 | $27,238 | -$647 | -$647 |
| 900 SHRS FLEX LTD | P | 2018-03-23 | 2018-07-30 | $13,396 | $15,371 | -$1,975 | -$1,975 |
| 175 SHRS XPO LOGISTICS | P | 2017-06-09 | 2018-12-31 | $9,624 | $10,485 | -$861 | -$861 |
| 625 SHRS FLEX LTD | P | 2018-05-21 | 2018-11-05 | $5,332 | $8,987 | -$3,655 | -$3,655 |
| 150 SHRS 3M CO | P | 2018-12-31 | $27,759 | $18,717 | $9,042 | $9,042 | |
| 250 SHRS FORTUNE BRANDS HOME | P | 2017-09-08 | 2018-07-30 | $13,412 | $16,008 | -$2,596 | -$2,596 |
| 2000 SHRS INVESCO DB COMMODITY | P | 2018-05-21 | 2018-07-23 | $33,560 | $36,533 | -$2,973 | -$2,973 |
| 125 LAM RESEARCH CORP | P | 2018-07-26 | 2018-11-05 | $18,927 | $22,032 | -$3,105 | -$3,105 |
| 250 LAS VEGAS SANDS | P | 2018-05-21 | 2018-11-05 | $14,186 | $19,869 | -$5,683 | -$5,683 |
| 150 SHRS MCKESSON CORP | P | 2018-07-30 | $19,105 | $22,206 | -$3,101 | -$3,101 | |
| 275 SHRS PHILIP MORRIS INTERNATIONAL | P | 2018-12-31 | $17,845 | $22,423 | -$4,578 | -$4,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,112 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,429 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,245,381 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034880 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,370,601 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047653 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,605,873 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,730,152 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.005067 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,689,010 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005652 | DistributionYr5Rt |
| Total Distribution | 0.104137 | TotalDistributionRt |
| Average Distribution | 0.020827 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,232,647 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,153 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,286 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,650 | 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 | $1,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,286 | SubtotalAmt |
| Tax Based On Investment Income | $1,286 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,286 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://EISENFAMILYFOUNDATION.COM/ | WebsiteAddressTxt |
| Individual With Books | MICHAEL RUBINSTEIN | IndividualWithBooksNm |
| Phone | 7142259813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 N CITRUS AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| RITA MILLER | ||||||||
| 349 N CITRUS AVENUE | LOS ANGELES | CA | 90036 | PRESIDENT | 4.00 | $24,000 | $0 | $0 |
| MICHAEL RUBINSTEIN | ||||||||
| 349 N CITRUS AVENUE | LOS ANGELES | CA | 90036 | SECRETARY | 4.00 | $24,000 | $0 | $0 |
| NORMAN SELDMAN | ||||||||
| 349 N CITRUS AVENUE | LOS ANGELES | CA | 90036 | VICE PRESIDE | 4.00 | $24,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,178,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,297,104 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,297,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,232,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,286 | TotalTaxAmt |
| Distributable Before Adj | $210,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $210,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $210,346 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $174,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,286 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,364 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,346 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $39,250 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $39,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $174,650 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $35,696 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,696 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,554 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,554 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,554 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GINDI MAIMONIDES ACADEMY | ||||||||
| 8511 BEVERLY PLACE | LOS ANGELES | CA | 90048 | NONE | PC | JUDAIC AND GENERAL STUDIES | $50,000 | |
| CHEDER MENACHEM | ||||||||
| 1606 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | PC | JUDAIC AND GENERAL STUDIES | $50,000 | |
| NORTH COUNTY CHABAD CENTER | ||||||||
| 19045 YORBA LINDA BLVD | YORBA LINDA | CA | 90886 | NONE | PC | JUDAIC AND GENERAL STUDIES | $10,000 | |
| HEBREW ACADEMY | ||||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | NONE | ED | EDUCATIONAL | $15,000 | |
| CHABAD OF BURBANK | ||||||||
| 2415 W MAGNOLIA BLVD | BURBANK | CA | 91506 | NONE | ED | EDUCATIONAL | $1,500 | |
| BAIS CHAYA MUSHKA CHABAD | ||||||||
| 9051 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | ED | EDUCATIONAL | $10,000 | |
| FRIENDSHIP CIRCLE OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | PROGRAMS FOR YOUTH WITH SPECIAL NEED | $5,000 | SUITE 1200 |
| YESHIVA AHARON YAAKOV | ||||||||
| 241 SOUTH DETROIT STREET | LOS ANGELES | CA | 90036 | NONE | PC | JUDAIC AND GENERAL STUDIES | $6,000 | |
| THE 1939 SOCIETY | ||||||||
| 8950 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | ED | HOLOCAUST EDUCATION, DOCUMENTAION | $650 | SUITE 437 |
| CHABAD OF NORTH HOLLYWOOD | ||||||||
| 13079 CHANDLER BLVD | SHERMAN OAKS | CA | 91401 | NONE | PC | JUDAIC AND GENERAL STUDIES | $2,000 | |
| YOUNG ISRAEL OF CENTURY CITY | ||||||||
| 9317 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | RELIGIOUS | $5,000 | |
| CHAI LIFELINE | ||||||||
| 475 S ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | NONE | PC | JUDAIC AND GENERAL STUDIES | $1,000 | |
| ETTA ISRAEL CENTER | ||||||||
| 1427 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | NONE | PC | PROGRAMS FOR SPECIAL NEEDS | $1,000 | |
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | JUDAIC AND GENERAL STUDIES | $4,000 | |
| YESHIVA KETANA | ||||||||
| 12131 BURBANK BLVD | VALLEY VILLAGE | CA | 91607 | NONE | PC | JUDAIC AND GENERAL STUDIES | $2,000 | |
| SHAAREY ZEDEK | ||||||||
| 12800 CHANDLER BLVD | VALLEY VILLAGE | CA | 91607 | NONE | PC | RELIGIOUS | $1,500 | |
| GINDI MAIMONIDES ACADEMY | ||||||||
| 8511 BEVERLY PLACE | LOS ANGELES | CA | 90048 | NONE | PC | JUDAIC AND GENERAL STUDIES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,637 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,995 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,282 | ExclusionAmt |
| Related Or Exempt Function Incm | -$170 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,747 | ExclusionAmt |
| Related Or Exempt Function Incm | -$170 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,577 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | ESTATE OF HILDA EISEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6352 S RAINBOW BLVD SUITE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | 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 | $2,800 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,664,761 | BookValueAmt |
| EOYFMV | $4,657,721 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT FEES | $44,931 |
| MISC. | $6,803 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $8,833 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,833 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FILING FEE | $50 |
| FRANCHISE TAX BOARD | $10 |
| INTERNAL REVENUE SERVICE | $277 |
| MISC. | $59 |
| FOREIGN TAXES | $481 |