LYNN AND LES BIDER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LYNN AND LES BIDER FAMILY FOUNDATION (EIN 95-4621358)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201843119349100624
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-07T17:06:38-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953094351 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELKINS & ELKINS AN ACC CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23622 CALABASAS RD 107 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | 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 | 954621358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN & LES BIDER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNN | BusinessNameControlTxt |
| Phone | 8187893644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23622 CALABASAS ROAD NO 107 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED M ELKINS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8187893644 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRED M ELKINS | PreparerPersonNm |
| PTIN | P00153603 | PTIN |
| Phone | 8187893644 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.218.40.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 14:24:31 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5A793C616C666C763A4B0C3C41668AD7EC374EA2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 00523434B9D438EB729FAE5BD1E8A20BD5398508 | 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 | $3,232,683 | 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 | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,288 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,644 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,644 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,748 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $928 | CashBOYAmt |
| Cash EOY | $8,585 | CashEOYAmt |
| Cash EOYFMV | $8,585 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$2,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$2,400 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $106,393 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $105,519 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $210,256 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $770,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $778,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,994,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,128,612 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $946,160 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $880,573 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $144,020 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $143,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $121,140 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $20,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $20,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,162,517 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,000,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,232,683 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $295,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $525,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $295,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $525,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,867,517 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,475,769 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,867,517 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,475,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,162,517 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,000,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,867,517 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,748 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,705,769 | SubtotalAmt |
| Other Decreases | $230,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,475,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100000 FRONTIER COMMN 6.875% | P | 2016-08-24 | 2017-05-10 | $80,744 | $92,799 | -$12,055 | -$12,055 |
| 100000 CIT GROUP 5.0% | P | 2014-01-28 | 2017-05-10 | $106,459 | $100,000 | $6,459 | $6,459 |
| .823 PEABODY ENERGY | P | 2014-08-12 | 2017-04-04 | $23 | $313 | -$290 | -$290 |
| 65 PEABODY ENERGY | P | 2014-08-12 | 2017-11-27 | $2,021 | $24,691 | -$22,670 | -$22,670 |
| 150000 CITIGROUP 5.95% | P | 2012-10-24 | 2017-09-14 | $161,309 | $157,973 | $3,336 | $3,336 |
| 75000 MBIA INC 6.625% | P | 2013-05-31 | 2017-11-17 | $73,681 | $79,132 | -$5,451 | -$5,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,671 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $227,005 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,718,777 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.083495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,549 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,799,065 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053428 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,205 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,787,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,460 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,525,587 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067097 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,907 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,687,429 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055037 | DistributionYr5Rt |
| Total Distribution | 0.317970 | TotalDistributionRt |
| Average Distribution | 0.063594 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,018,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,161 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $193,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $253,689 | 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 | $1,161 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,161 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,161 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,644 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,644 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,483 | OverpaymentAmt |
| Applied To ES Tax | $2,483 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELKINS ELKINS | IndividualWithBooksNm |
| Phone | 8187893644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23622 CALABASAS ROAD STE 107 | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT PRAW | ||||||||
| 10990 WILSHIRE BLVD 7TH FLOOR | LOS ANGELES | CA | 90024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JONATHAN A KARP | ||||||||
| 2029 CENTURY PARK EAST 19TH FLOOR | LOS ANGELES | CA | 90067 | SECRETARY | 0.00 | $0 | $0 | $0 |
| FRED ELKINS | ||||||||
| 23622 CALABASAS ROAD STE 107 | CALABASAS | CA | 91302 | CHIEF FINANCIAL OFFICER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,053,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,064,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,064,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,018,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,161 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,161 | TotalTaxAmt |
| Distributable Before Adj | $149,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,689 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $253,689 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,161 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $252,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,968 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,376 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $103,906 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $300,223 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,178 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $283,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,667 | ExcessFromYear4Amt |
| Excess From Year3 | $28,128 | ExcessFromYear3Amt |
| Excess From Year2 | $11,968 | ExcessFromYear2Amt |
| Excess From Year1 | $93,376 | ExcessFromYear1Amt |
| Excess From Current Year | $103,906 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| HIDE AND SEEK FOUNDATION | ||||||||
| 6745 EAST PACIFIC COAST HIGHWAY STE | 466 | LONG BEACH | CA | 90803 | N/A | PUBLIC CHARITY | LYSOSOMAL DISEASE RESEARCH | $20,000 |
| JEWISH VOCATIONAL SERVICES | ||||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | N/A | PUBLIC CHARITY | GENERAL FUNDINGSCHOLARSHIP FUND | $10,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| TEMPLE BETH AM | ||||||||
| 1039 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | N/A | RELIGIOUS INSTITUTIO | GENERAL FUNDING | $50,000 | |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | ||||||||
| PO BOX 16578 | BEVERLY HILLS | CA | 90209 | N/A | PUBLIC CHARITY | GENERAL FUNDINGGENERAL FUNDINGGENERAL FUNDING | $25,000 | |
| STEPHEN S WISE TEMPLE | ||||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | N/A | RELIGIOUS INSTITUTIO | CAPITAL IMPROVEMENTS | $30,000 | |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | ||||||||
| PO BOX 16578 | BEVEVERLY HILLS | CA | 90209 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $50,000 | |
| ANTI DEFAMATION LEAGUE | ||||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| SHALOM HARTMAN INSTITUTE NORTH AMERICA | ||||||||
| 475 RIVERSIDE DR STE 1450 | NEW YORK | NY | 10115 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| USC HILLEL | ||||||||
| 3300 S HOOVER ST | LONG BEACH | CA | 90007 | N/A | RELIGIOUS INSTITUTIO | GENERAL FUNDING | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN S WISE TEMPLE | ||||||||
| 15500 STEPHEN S WISE DRIVE | LOS ANGELES | CA | 90077 | N/A | RELIGIOUS INSTITUTIO | GENERAL FUNDING | $160,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| TEMPLE BETH AM | ||||||||
| 1039 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | N/A | RELIGIOUS INSTITUTIO | GENERAL FUNDING | $150,000 | |
| SHALOM HARTMAN INSTITUTE NORTH AMERICA | ||||||||
| 475 RIVERSIDE DR STE 1450 | NEW YORK | NY | 10115 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $75,000 | |
| HIDE AND SEEK FOUNDATION | ||||||||
| 6745 EAST PACIFIC COAST HIGHWAY STE | LONG BEACH | CA | 90803 | N/A | PUBLIC CHARITY | GENERAL FUNDING | $40,000 | 466 |
| USC HILLEL | ||||||||
| 3300 S HOOVER ST | LOS ANGELES | CA | 90007 | N/A | RELIGIOUS INSTITUTIO | GENERAL FUNDING | $80,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $525,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,267 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,671 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,605 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,288 | Amt |
| Net Investment Income | $3,644 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,644 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OTHER TAXABLE BONDS | BondNm |
| EOY Book Value | $946,160 | EOYBookValueAmt |
| EOYFMV | $880,573 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND CALLS | StockNm |
| EOY Book Value | $778,907 | EOYBookValueAmt |
| EOYFMV | $1,994,529 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $105,519 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $210,256 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $143,998 | BookValueAmt |
| EOYFMV | $121,140 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PENDING SALE - BROKERAGE ACCOUNT | $10,000 | $10,000 |
| BANK RECEIVABLE - ALTERED CHECK | $10,000 | $10,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN PLEDGES PAYABLE | Desc |
| Amt | $230,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - CALIFORNIA | $45 | $0 | $45 |
| STATE TAXES | $10 | $0 | $0 |
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