SANDEL FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SANDEL FAMILY FOUNDATION (EIN 46-7034940)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349105278
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T15:48:36-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954009917 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HASKELL & DAVIS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD STE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913645111 | 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 | 467034940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 3104573260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27422 PACIFIC COAST HIGHWAY | AddressLine1Txt |
| City | MALIBU | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90265 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN SANDEL | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 3104573260 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON L DECK | PreparerPersonNm |
| PTIN | P00744314 | PTIN |
| Phone | 8189902490 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.60.22.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 17:48:36 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 449FA32960FC2EAD050E672C82B0955C2A6CFF65 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 206C07F3240C730A443531134EEA20A7219D8973 | 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 | $1,965,670 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $301 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $301 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $301 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $35,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,768 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $35,768 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $658,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,715,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,753 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$15,145 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$15,145 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $679,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,828 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,924 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $345 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,431 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $658 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $566,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,828 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,924 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,863 | CashBOYAmt |
| Cash EOY | $3,184 | CashEOYAmt |
| Cash EOYFMV | $3,184 | CashEOYFMVAmt |
| Corporate Stock BOY | $809,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,682,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,961,520 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,284 | OtherAssetsBOYAmt |
| Other Assets EOY | $966 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $966 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $926,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,686,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,965,670 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $926,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,686,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $926,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,686,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $926,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,686,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $926,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $566,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $193,347 | OtherIncreasesAmt |
| Subtotal | $1,686,705 | SubtotalAmt |
| Other Decreases | $24 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,686,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,753 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,780 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $799,229 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.128599 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $827,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.140928 | DistributionYr2Rt |
| Total Distribution | 0.269527 | TotalDistributionRt |
| Average Distribution | 0.134764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,407,852 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $189,728 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $190,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $757 | SubtotalAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $763 | 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 | DE | 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 | SHANNON L DECK CPA MST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189902490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 VENTURA BLVD SUITE 200 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| TALI SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | OFFICER | 000.00 | $0 | $0 | $0 |
| ARI SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | OFFICER | 000.00 | $0 | $0 | $0 |
| JOYCE SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAN SANDEL | ||||||||
| 27422 PACIFIC COAST HIGHWAY | MALIBU | CA | 90265 | PRESIDENT/TR | 000.00 | $0 | $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 | $1,409,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,429,291 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,429,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,407,852 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $757 | TotalTaxAmt |
| Distributable Before Adj | $69,636 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,636 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,636 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $75,408 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,085 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $138,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $69,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,364 | RemainingDistriFromCorpusAmt |
| Total Corpus | $179,857 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $179,857 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $75,408 | ExcessFromYear2Amt |
| Excess From Year1 | $63,085 | ExcessFromYear1Amt |
| Excess From Current Year | $41,364 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $100 | |
| ACLU | ||||||||
| 1313 W EIGHTH ST | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| ALLIANCE FOR CHILDREN'TS RIGHTS | ||||||||
| 3333 WILSHIRE BLVD 550 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| AMERICAN ASSOCIATES OF B G UNIVER | ||||||||
| 1880 CENTURY PART EAST | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $10,000 | SUITE 612 |
| AMERICAN FRIENDS OF ISRAELI PHILHAR | ||||||||
| 5792 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $3,000 | |
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 1560 MULHOLLAND DR | BEL AIR | CA | 90077 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,000 | |
| AMNESTY INTERNATIONAL | ||||||||
| 5 PENN PLAZA 16TH FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| AORN FOUNDATION | ||||||||
| 2170 S PARKER RD 400 | DENVER | CO | 80231 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $15,000 | |
| ASHA | ||||||||
| PO BOX 13827 | DURHAM | NC | 27709 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| BUMBLEBEE FOUNDATION | ||||||||
| PO BOX 1258 | THOUSAND OAKS | CA | 91358 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $250 | |
| CALABASAS HIGH SCHOOL | ||||||||
| 22855 WEST MULHOLLAND HWY | CALABASAS | CA | 91302 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $6,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVE 2ND FLR | NEW YORK | NY | 10001 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| FREE ARTS | ||||||||
| 11099 S LA CIENEGA BLVD | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $250 | |
| FRIENDS OF AKIM USA INC | ||||||||
| 220 E 23RD ST 307 | NEW YORK | NY | 10010 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| FRIENDS OF MALIBU URGENT CARE | ||||||||
| PO BOX 6836 | MALIBU | CA | 90264 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $2,500 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $150 | |
| GREATER LOS ANGELES ZOO ASSOC | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARI | GENERAL PUBLIC SUPPORT | $1,000 | |
| HAMMER MUSEUM | ||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| HSUS | ||||||||
| 8075 W 3RD ST 303 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $200 | |
| ISRAEL FILM FESTIVAL | ||||||||
| 6404 WILSHIRE BLVD 103 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,500 | |
| J STREET EDUCATION FUND | ||||||||
| PO BOX 6673 | WASHINGTON | DC | 20035 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $3,800 | |
| JDRF | ||||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| JEWISH JUMSTART | ||||||||
| 1801 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $540 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,500 | |
| KESHET CHAIM DANCE ENSEMBLE | ||||||||
| 4155 DIXIE CANYON AVE | SHERMAN OAKS | CA | 91423 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| LACPCA | ||||||||
| PO BOX 221928 | NEWHALL | CA | 91322 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $200 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,980 | |
| LOS ANGELES RESIDENTIAL COMMUNITY F | ||||||||
| 10560 WILSHIRE BLVD 1403 | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| MALIBU LOST HILLS SHERIFF'S FOUNDAT | ||||||||
| 5737 KANAN RD 314 | AGOURA HILLS | CA | 91301 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $250 | |
| MUSEUM OF CONTEMPORARY ART | ||||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,500 | |
| PARTNERS FOR PROGRESSIVE ISRAEL | ||||||||
| 601 WEST 26TH ST 325-30 | NEW YORK | NY | 10001 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| PLANNED PARENTHOOD | ||||||||
| 518 GARDEN STREET | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $500 | |
| SEACOLOGY | ||||||||
| 1623 SOLANO AVENUE | BERKLEY | CA | 94707 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| SIERRA CLUB | ||||||||
| 3250 WILSHIRE BLVD 1106 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $480 | |
| STAND BY ME | ||||||||
| 15910 VENTURA BLVD 812 | ENCINO | CA | 91436 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $1,000 | |
| AMERICAN JEWISH JOINT DIST COMMITTE | ||||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,500 | |
| THE CENTENNIAL CAMPAIGN FOR UCLA | ||||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,500 | |
| THE HUMANE SOCIETY | ||||||||
| 1255 23RD ST STE 450 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $400 | |
| TULANE UNIVERSITY | ||||||||
| 1555 POYDRAS ST STE 1000 | NEW ORLEANS | LA | 70112 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $5,000 | |
| USC MARSHALL DEAN'S FUND | ||||||||
| USC TOWER 29TH FL | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,500 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLAC | WASHINGTON | DC | 20024 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $7,500 | |
| VIEWPOINT SCHOOL | ||||||||
| 23620 MULHOLLAND HIGHWAY | CALABASAS | CA | 913022060 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $7,500 | |
| WILDAID | ||||||||
| 333 PINE STREET SUITE 300 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $2,800 | |
| WORLD WILD LIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHAR | GENERAL PUBLIC SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $301 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,768 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $658,913 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLAINS ALL AMERICAN PIPELIN | Desc |
| Related Or Exempt Function Incm | -$15,151 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $679,837 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $679,837 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ANSELL LTD | 2012-11 | PURCHASE | 2017-07 | $1,816 | $1,621 | $195 |
| ISHARES MSCI EAFE INDEX FUND | 2012-11 | PURCHASE | 2017-02 | $74,476 | $65,612 | $8,864 |
| SPDR S&P 500 ETF TRUST | 2012-11 | PURCHASE | 2017-02 | $219,346 | $131,673 | $87,673 |
| ISHARES CORE S&P MIDCAP ETF | 2011-11 | PURCHASE | 2017-02 | $346,230 | $172,979 | $173,251 |
| ISHARES CORE S&P MIDCAP ETF | 2011-11 | PURCHASE | 2017-07 | $211,868 | $99,990 | $111,878 |
| JPM MID CAP VALUE FD-L | 2009-05 | PURCHASE | 2017-01 | $20,000 | $8,566 | $11,434 |
| JPM MID CAP VALUE FD-L | 2009-05 | PURCHASE | 2017-02 | $405,237 | $172,059 | $233,178 |
| KIMBERLY-CLARK CORP | 2010-02 | PURCHASE | 2017-07 | $130,412 | $60,653 | $69,759 |
| MONTISE PLC | 2012-08 | PURCHASE | 2017-09 | $7,867 | $48,267 | -$40,400 |
| PLAINS ALL AMERICAN PIPELINE | 2004-06 | PURCHASE | 2017-07 | $194,129 | $195,314 | -$1,185 |
| MONTISE PLC | 2012-08 | PURCHASE | 2017-09 | $801 | $801 | |
| ISHARES RUSSELL 2000 ETF | 2017-02 | PURCHASE | 2017-08 | $51,259 | $50,793 | $466 |
| ISHARES RUSSELL 2000 ETF | 2017-02 | PURCHASE | 2017-09 | $50,684 | $49,438 | $1,246 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | J.P. MORGAN ACCOUNT 7001 | StockNm |
| EOY Book Value | $1,682,531 | EOYBookValueAmt |
| EOYFMV | $1,961,520 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt |
|---|---|
| CT CORPORATION | $149 |
| LEGAL FEES | $196 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $2,284 | BOYBookValueAmt |
| EOY Book Value | $966 | EOYBookValueAmt |
| EOYFMV | $966 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/D EXPENSES FROM K-1 | Desc |
| Amt | $24 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $30 |
| MANAGEMENT FEES | $628 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PLAINS ALL AMERICAN | $6 | $6 | $6 |
| PLAINS ALL AMERICAN PIPELINE | -$15,151 | -$15,151 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX > BOOK BASIS - PAA SALE 7/25/17 | Desc |
| Amt | $193,347 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INTERNAL REVENUE SERVICE | $278 |
| FRANCHISE TAX BOARD | $25 |
| FOREIGN TAXES | $967 |
| FOREIGN TAXES-PLAINS AMERICA K-1 | $161 |
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