SHEILA DAVE AND SHERRY GOLD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SHEILA DAVE AND SHERRY GOLD FOUNDATION (EIN 95-4636060)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803199349100600
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T23:53:48-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marina Pointe LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13700 Marina Pointe Dr No 632 | AddressLine1Txt |
| City | Marina del Rey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954636060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sheila Dave & Sherry Gold Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Jeff Gold | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON UDKOFF | InCareOfNm |
| Business Name Control | SHEI | BusinessNameControlTxt |
| Phone | 3104915925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 Laurel Canyon Blvd 139 | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF GOLD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104915925 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MOSKAL | PreparerPersonNm |
| PTIN | P00844033 | PTIN |
| Phone | 6312450530 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 172.113.240.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96794020183195000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2A599E3EFF8B4309CE2DAC0CB9E16DEFDE13E56F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A599E3EFF8B4309CE2DAC0CB9E16DEFDE13E56F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $46,570,539 | 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 | $6,788,634 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,087,128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,087,128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $916,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $838,725 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,791,867 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,925,853 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $472 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,033,590 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,033,590 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,044,147 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,033,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,747,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,925,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,222,740 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,265,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,265,087 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,204,340 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,251,275 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,091,580 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,141,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,141,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,258,358 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,100,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,255,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,452,425 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,000,034 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,503,089 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,503,089 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,668,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,416,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,570,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $39,668,782 | CapitalStockBOYAmt |
| Capital Stock EOY | $46,416,502 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,668,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,416,502 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,668,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,416,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,668,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,747,720 | ExcessRevenueOverExpensesAmt |
| Subtotal | $46,416,502 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $46,416,502 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,199,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,855,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053828 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,376,411 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,875,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056749 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,018,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,976,885 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048097 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $686,755 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $42,654,850 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,882,174 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,481,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068488 | DistributionYr5Rt |
| Total Distribution | 0.243262 | TotalDistributionRt |
| Average Distribution | 0.048652 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,624,919 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,976,484 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,995,738 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,033,590 | 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 | $19,254 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,254 | SubtotalAmt |
| Tax Based On Investment Income | $19,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,816 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,816 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,562 | OverpaymentAmt |
| Applied To ES Tax | $2,562 | AppliedToESTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON UDKOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104915925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JEFF GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HOWARD GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KAREN SCHIFFER | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $18,509,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,875,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,858,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,243,573 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,243,573 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $618,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,624,919 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,031,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,031,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,254 | TotalTaxAmt |
| Distributable Before Adj | $2,011,992 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,011,992 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,011,992 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,033,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,033,590 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,254 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,014,336 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,011,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $557,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $557,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,033,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $579,199 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,454,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $557,601 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $557,601 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $579,199 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $579,199 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $579,199 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALTA MED | ||||||||
| 2040 CAMFIELD AVENUE | LOS ANGELES | CA | 90040 | NONE | PC | SUPPORT OF MEDICAL CARE SERVICES | $8,500 | |
| 350org | ||||||||
| 20 Jay Street | Brooklyn | NY | 11201 | NONE | PC | SUPPORT OF THE environment through clean energy solutions | $17,000 | |
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Flr | New York | NY | 10004 | NONE | PC | SUPPORT OF civil liberties | $10,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 800 SOUTH FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT OF CHILD MENTORING | $34,000 | |
| a place called home | ||||||||
| 2830 S Central Avenue | LOS ANGELES | CA | 90011 | NONE | PC | education, counseling and mentorship of underpriviledged children | $8,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 6505 WILSHIRE BLVD STE 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MILITARY SERVICE MEMBERS | $1,540 | |
| HADASSAH SO CALIFORNIAMEDICAL RESEARCH | ||||||||
| 10495 W SANTA MONICA BLVD 110 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $50,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 1919 SANTA MONICA BLVD SUITE 400 | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF HEALTH SERVICES | $17,000 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHILD MENTORING | $8,500 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PC | GRANTS FOR HOME LOANS | $5,100 | |
| JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | SUPPORT OF CLINICAL AND HOSPICE SERVICES | $15,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | SUPPORT OF PREVENTION OF MASS ATROCITIES IN THE SUDAN & CONGO | $30,000 | |
| KEHILLAT ISRAEL | ||||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PC | SUPPORT OF RELIGION | $13,000 | |
| MEALS ON WHEELS | ||||||||
| 1823 MICHIGAN AVENUE | SANTA MONICA | CA | 90406 | NONE | PC | SUPPORT OF THE HOMEBOUND | $17,000 | |
| MUSCULAR DYSTROPHY ASSOCIATIONWINGS OVER WALL ST | ||||||||
| 11 E 44TH ST 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $5,000 | |
| Aquarium of the Pacific | ||||||||
| 100 Aquarium Way | Long Beach | CA | 90802 | NONE | PC | SUPPORT OF pacific ocean, its inhabitants and ecosystems | $8,500 | |
| PUBLIC CITIZEN | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT OF CONSUMER ADVOCACY | $510,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF RAPE VICTIMS | $8,500 | |
| THE SALVATION ARMY | ||||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $42,500 | |
| UCLA - UNICAMP | ||||||||
| 900 HILGARD AVENUE STE 301 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF EDUCATION | $25,500 | |
| VISTA DEL MAR CHILD & FAMILY SERVICES | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | SUPPORT OF FAMILY SERVICES | $5,000 | |
| American Friends of Magen David Adom | ||||||||
| 352 Seventh Avenue Ste 400 | New York | NY | 10001 | NONE | PC | SUPPORT OF Emergency Medical Services | $2,000 | |
| ARTS HIGH FOUNDATION | ||||||||
| 1149 South Hill Street | Los Angeles | CA | 90015 | NONE | PC | SUPPORT OF THE ARTS | $3,000 | |
| ASIA SOCIETY OF SOUTHERN CALIFORNIA | ||||||||
| 244 S San Pedro Street | Los Angeles | CA | 90012 | NONE | PC | Promotion of Global Education between Asia & US | $4,000 | |
| American Indian College Fund | ||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | NONE | PC | SUPPORT OF Education for Native American Indians | $4,250 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 Exposition Park Drive | Los Angeles | CA | 90037 | NONE | PC | SUPPORT OF SCIENCE EDUCATION | $170,000 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Flr | New York | NY | 10001 | NONE | PC | SUPPORT OF Human rights | $8,500 | |
| Anti Recidivism Coalition | ||||||||
| 1320 East 7th Street Ste 260 | Los Angeles | CA | 90021 | NONE | PC | SUPPORT to reduce recidivism through mentoring, stable housing, jobs and education. | $1,000 | |
| Anti-Defamation League | ||||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | NONE | PC | SUPPORT FOR elimination of defamation and discrimination | $8,500 | |
| LOS ANGELES VALLEY COLLEGE FOUNDATION | ||||||||
| 5800 FULTON AVENUE | VALLEY GLEN | CA | 91401 | NONE | PC | SUPPORT OF EDUCATION | $6,000 | |
| POP EARTH | ||||||||
| 401 Park Ave South 10th Flr | New York | NY | 10016 | NONE | PC | SUPPORT OF SPECIAL NEEDS INDIVIDUALS & THE COMMUNITY THROUGH HOLISTIC HEALTH TREATMENTS | $3,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF GLOBAL HUMAN RIGHTS | $42,500 | |
| Best Buddies | ||||||||
| 100 Southeast Second St Ste 2200 | Miami | FL | 33131 | NONE | PC | SUPPORT OF Individuals with Disabilities | $5,100 | |
| THE POSSE FOUNDATION | ||||||||
| 515 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF HIGH SCHOOL STUDENTS WITH ACADEMIC & LEADERSHIP POTENTIAL | $59,500 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF PHILANTHROPY AND MANAGE RESOURCES FOR ADVANCEMENT OF UCLA | $20,000 | |
| WATER BUFFALO CLUB | ||||||||
| 12121 WILSHIRE BLVD STE 1201 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF UNDERSERVED YOUTH | $25,500 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVENUE STE 140 | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF UNDERPRIVILEDGED CHILDREN | $8,500 | |
| Breast Cancer Research Foundation | ||||||||
| 60 East 56th Street 8th Flr | New York | NY | 10022 | NONE | PC | SUPPORT OF Breast Cancer RESEARCH | $3,400 | |
| Camp Bob Waldorf Foundation | ||||||||
| 6505 Wilshire Blvd 600 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF Underpriviledged Children | $17,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $30,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $20,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT FOR HOMELESS WOMEN | $8,500 | |
| CharityWater | ||||||||
| 40 Worth Street Ste 330 | New York | NY | 10013 | NONE | PC | Provision of Water to Disadvanataged Communities | $10,200 | |
| HOLOCOST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON DC | DC | 20024 | NONE | PC | SUPPORT FOR MUSEUM TEACHING ABOUT THE HOLOCAUST | $8,500 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 W Sunset Blvd | Los Angeles | CA | 90027 | NONE | PC | SUPPORT OF Medical Services for Children | $30,000 | |
| LEO POLITI ELEMENTARY SCHOOL | ||||||||
| 2481 WEST 11TH STREET | LOS ANGELES | CA | 90006 | NONE | PC | SUPPORT OF EDUCATION | $4,250 | |
| Chrysalis | ||||||||
| 7395 N Palm Bluffs Ave Ste 106 | Fresno | CA | 93711 | NONE | PC | SUPPORT OF Adoption Services | $17,000 | |
| MATTHEW FORBES ROMER FOUNDATION | ||||||||
| 9858 GLADES ROAD | BOCA RATON | FL | 33434 | NONE | PC | SUPPORT OF MEDICAL RESEARCH FOR GENETIC BRAIN DISEASES | $5,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT TO ABOLISH HUNGER | $17,000 | |
| Crohn's & Colitis Foundation of America | ||||||||
| 733 Third Avenue Ste 510 | NEW YORK | NY | 10017 | NONE | PC | SUPPORT OF Medical RESEARCH | $1,000 | |
| Didi Hirsh Mental Health Services | ||||||||
| 4760 S Sepulveda Blvd | Culver City | CA | 90230 | NONE | PC | SUPPORT OF Mental Health & Substance Abuse services for the poor | $5,100 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $50,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PC | SUPPORT FOR the prevention of racial injustice | $25,500 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 3886 | New York | NY | 10163 | NONE | PC | SUPPORT for ending gun violence | $8,500 | |
| Facing History & Ourselves | ||||||||
| 16 Hurd Road | Brookline | MA | 02445 | NONE | PC | SUPPORT OF Prevention of Racism, prejudice & antisemitism | $17,000 | |
| SIERRA CLUB | ||||||||
| 3435 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $8,500 | |
| ASPCA | ||||||||
| 424 E 92nd Street | New York | NY | 10128 | NONE | PC | Support for the prevention of cruelty to animals | $3,400 | |
| Greenpeace Fund | ||||||||
| 702 H Street Ste 300 | Washington | DC | 20001 | NONE | PC | SUPPORT FOR the environment | $8,500 | |
| SPECIAL OLYMPICS | ||||||||
| 1600 FORBES WAY | LONG BEACH | CA | 90810 | NONE | PC | SUPPORT OF YEAR ROUND ATHLETIC TRAINING FOR THE HANDICAPPED | $25,500 | |
| Habitat for Humanity | ||||||||
| 8739 Artesia Blvd | Bellflower | CA | 90706 | NONE | PC | Support for building of housing for the poor | $17,000 | |
| Bayith Lepleitot Inc | ||||||||
| 1362 E 21 Street | Brooklyn | NY | 11210 | NONE | PC | SUPPORT OF homeless children | $8,500 | |
| Court Appointed Special Advocatess | ||||||||
| 100 West Harrison Street North Tow | Seattle | WA | 98119 | None | PC | Support of Children's legal rights. | $5,000 | |
| Hope in a Suitcase | ||||||||
| 311 N Robertson Blvd | Beverly Hills | CA | 90211 | None | PC | Support for foster children | $17,000 | |
| Inner City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | Support for providing arts programs to underprivileged children | $5,100 | |
| Israel Emergency Alliance | ||||||||
| 11766 Wilshire Blvd 9th Flr | Los Angeles | CA | 90025 | None | PC | Support of Israel around the world through education and fighting anti-semitism | $800 | |
| John Tracy Clinic | ||||||||
| 806 West Adams Blvd | Los Angeles | CA | 90007 | None | PC | Support for children with hearing loss | $3,500 | |
| Learning Ally | ||||||||
| 20 Roszel Road | Princeton | NJ | 08540 | None | PC | Support for students with print disabilities including blindness, visual impairment & dyslexia | $3,000 | |
| Los Angeles Parks Foundation | ||||||||
| 11975 San Vicente Blvd | Los Angeles | CA | 90049 | None | PC | support for the preservation of Los Angeles Parks | $5,100 | |
| Los Angeles Waterkeeper | ||||||||
| 120 Broadway Ste 105 | Santa Monica | CA | 90401 | None | PC | Support for preservation of Santa Monica Bay, San Pedro Bay & the adjacent waters | $17,000 | |
| Millenium Promise | ||||||||
| 475 Riverside Drive Ste 239 | New York | NY | 10115 | None | PC | support for the poor | $17,000 | |
| Museum of Tolerance | ||||||||
| 9786 W Pico Blvd | Los Angeles | CA | 90035 | None | PC | Support of education related to understanding the Holocaust | $25,500 | |
| National Multiple Sclerosis Society | ||||||||
| PO Box 4527 | New York | NY | 10163 | None | PC | Support of medical reserach for multiple sclerosis | $8,500 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 80302 | None | PC | Support of Legal services for Indian Tribes | $6,800 | |
| No Limits for Deaf Children | ||||||||
| 9801 Washington Blvd 2nd Floor | Culver City | CA | 90232 | None | PC | Support for education of deaf children through theater and educational centers | $3,500 | |
| One on One Outreach | ||||||||
| 638 W 119th St | Los Angeles | CA | 90044 | None | PC | Support for low income families in South Central Los Angeles | $5,100 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Flr | New York | NY | 10038 | None | PC | Support of health care & sex education | $17,000 | |
| Quilts for Kids | ||||||||
| 494 Lincoln Highway | Fairless Hills | PA | 19030 | None | PC | Support for children with life-threatening illnesses | $3,000 | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | Support of Medical Research for Children | $8,500 | |
| The ALS Association | ||||||||
| 1275 K St NW 250 | Washington | DC | 20005 | None | PC | Support of Medical Reserach for ALS | $1,000 | |
| The Elie Wiesel Foundation for Humanity | ||||||||
| 555 Madison Ave 20th Flr | New York | NY | 10022 | None | PC | Support of youth sponsored programs to combat indifference, intolerance & injustice | $17,000 | |
| The Giving Spirit | ||||||||
| 11693 San Vicente Blvd 113 | Los Angeles | CA | 90049 | None | PC | Support for the homeless | $42,500 | |
| The Malala Fund | ||||||||
| PO Box 53347 | Washington | DC | 20009 | None | PC | Support of Education for underpriviledged girls | $3,400 | |
| The Richard Dawkins Foundation for Reason & Scienc | ||||||||
| 1012 14th St Ste 205 | Washington | DC | 20005 | None | PC | Support of Scientific Literacy | $8,500 | |
| UCLA - Jonsson Cancer Center Foundation | ||||||||
| 8-684 Factor Building | Los Angeles | CA | 90095 | None | PC | Support of Medical Research | $10,000 | Box 751781 |
| UCLA - Stem Cell Reserach | ||||||||
| Box 957357 | Los Angeles | CA | 90095 | None | PC | Support of Stem Cell Research | $50,000 | |
| Defy Ventures | ||||||||
| 5 Penn Plaza 19th Floor | New York | NY | 10001 | None | PC | Support of employment and entrepreneurship for the incarcerated and previously incarcerated. | $5,000 | |
| Waterkeeper Alliance | ||||||||
| 180 Maiden Lane Ste 603 | New York | NY | 10038 | None | PC | Support of Clean Water | $12,750 | |
| Fairness & Accuracy in Reporting | ||||||||
| 124 W 30th St Ste 201 | New York | NY | 10001 | None | PC | Support of independent public broadcasting | $17,000 | |
| Electronic Frontier Foundation | ||||||||
| 815 Eddy Street | San Francisco | CA | 94109 | None | PC | Support of defense of civil liberties in the digital world. | $2,000 | |
| Ezidi Relief Fund | ||||||||
| 1101 Pennsylvania Ave NW Ste 300 | Washington DC | DC | 20004 | None | PC | Support of refugees. | $10,000 | |
| JARC | ||||||||
| 30301 Northwestern Highway Ste 10 | Farmington Hills | MI | 48334 | None | PC | Support of individuals with disabilities. | $2,000 | |
| Jewish Family Services | ||||||||
| 3580 Wilshire Blvd Ste 700 | Los Angeles | CA | 90010 | None | PC | Support of poor and disadvantaged individuals. | $5,100 | |
| JDRF | ||||||||
| 811 Wilshire Blvd Ste 1600 | Los Angeles | CA | 90017 | None | PC | Support of diabetes research for children. | $1,000 | |
| Kids Kicking Cancer | ||||||||
| 27600 Northwestern Highway Ste 22 | Southfield | MI | 48034 | None | PC | Support of programs for children with cancer. | $3,000 | |
| Kumpi Mayu Foundation | ||||||||
| 65 Sunset Lane | Berkeley | CA | 94708 | None | PC | Support of providing clean water globally. | $1,000 | |
| Los Angeles Fire Department Foundation | ||||||||
| 1875 Century Park East Ste 200 | Los Angeles | CA | 90067 | None | PC | Support of LA Fire Department. | $5,000 | |
| Los Angeles Free Clinic | ||||||||
| 8405 Beverly Blvd | Los Angeles | CA | 90048 | None | PC | Support of dependable and affordable health care for the underpriviledged. | $5,100 | |
| Marymount High School | ||||||||
| 10643 Sunset Blvd | Los Angeles | CA | 90077 | None | PC | Support of Education. | $2,000 | |
| Memorial Sloan Kettering | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | Support of Cancer Research. | $1,000 | |
| Planet Hope | ||||||||
| 4335 Van Nuys Blvd 413 | Sherman Oaks | CA | 91403 | None | PC | Support of homeless, abused and terminally ill children. | $2,000 | |
| Pomona College | ||||||||
| 333 N College Way | Claremont | CA | 91711 | None | PC | Support of Education. | $50,000 | |
| SciOpen Research Group | ||||||||
| 930 Wallace Avenue Ste 2 | Aptos | CA | 95003 | None | PC | Support of ALS research. | $2,000 | |
| Sustainable Markets Foundation | ||||||||
| 45 West 36th Street | New York | NY | 10018 | None | PC | Support of the Environment. | $10,000 | |
| The Midnight Mission | ||||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | None | PC | Support for the homeless. | $10,000 | |
| The People Concern | ||||||||
| 2116 Arlington Ave Ste 100 | Los Angeles | CA | 90018 | None | PC | Support of housing for the disadvantaged. | $3,000 | |
| The Real News | ||||||||
| 231 N Holliday Street | Baltimore | MD | 21202 | None | PC | Support of a healthy democracy through a vibrant public media ecosystem. | $5,000 | |
| UCLA Foundation - Sound Body Sound Mind | ||||||||
| 11100 Santa Monica Blvd Ste 1910 | Los Angeles | CA | 90025 | None | PC | Support of prevention and treatment of childhood obesity. | $10,000 | |
| UCLA Foundation - People Animal Connection | ||||||||
| 10945 Le Conte Ave Ste 3132 | Los Angeles | CA | 90095 | None | PC | Support of animal companionship for terminally ill children and adults. | $1,000 | |
| UCLA Foundaiton - UES Fund | ||||||||
| 330 Charles E Young Drive North | Los Angeles | CA | 90095 | None | PC | Support of Education. | $17,000 | |
| UCLA Gallactic Center Group | ||||||||
| 430 Portola Plaza | Los Angeles | CA | 90095 | None | PC | Support of scientific research. | $5,000 | |
| Wikimedia Foundation Inc | ||||||||
| 1 Montgomery Street Ste 1600 | San Francisco | CA | 94104 | None | PC | Support of growth and development of free, multilingual, educational content. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,033,590 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,087,128 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $916,105 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,003,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,003,233 | 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 | N/A | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Gold FAMILY CLAT | ||||||
| 1 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $4,077,228 | Yes (X) |
| Gold Family CLUT | ||||||
| 2 | 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 | $2,711,406 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) REG. 53.4942(A)-3(D)(2), THE SHEILA, DAVE & SHERRY GOLD FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $579,199 AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $12,100,000 | $12,305,715 |
| CITI- CORPORATE BONDS | $4,155,383 | $4,146,710 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,141,668 | EOYBookValueAmt |
| EOYFMV | $3,258,358 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,046,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,044,540 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,204,340 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,047,040 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS - INTEREST RECEIVABLE | $3 | $47 | $47 |
| JP MORGAN -INTEREST RECEIVABLE | $31 | $107 | $107 |
| I- BORROW FINANCE | $2,000,000 | $7,498,985 | $7,498,985 |
| CITI - INTEREST RECEIVABLE | $0 | $3,950 | $3,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $90 | $90 |
| STATE FILING FEES | $85 | |
| CITI AGENCY FEES | $382 | $382 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Gold FAMILY CLAT | |||
| 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 |
| Gold Family CLUT | |||
| 3940 Laurel Canyon Blvd 139 | Studio City | CA | 91604 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $10,000 | Amt |
Comments