PLATT FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-01
- IRS object ID
- 201801219349100925
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-01T13:46:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | 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 | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2018-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $712,345 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $56,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $667,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $155,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,874 | 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 | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,685 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $659,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $659,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $670,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $660,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$514,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,253 | CashBOYAmt |
| Cash EOY | $29,837 | CashEOYAmt |
| Cash EOYFMV | $29,837 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,203 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,176,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $678,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $678,333 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,237,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $712,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $712,345 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,237,126 | RetainedEarningBOYAmt |
| Retained Earning EOY | $712,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,237,126 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $712,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,237,126 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $712,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,237,126 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$514,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $722,280 | SubtotalAmt |
| Other Decreases | $9,935 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $712,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $666,790 | $610,561 | $56,229 | $56,229 |
| CAPITAL GAINS DIVIDENDS | P | $562 | $562 | $562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,791 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $528,989 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,108,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.477426 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,324,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077852 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,381,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $623,524 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $970,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.642247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,024,629 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067265 | DistributionYr5Rt |
| Total Distribution | 1.316758 | TotalDistributionRt |
| Average Distribution | 0.263352 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,220,213 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $321,346 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $322,378 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $660,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,420 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,388 | OverpaymentAmt |
| Applied To ES Tax | $1,388 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,161,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,238,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,238,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,220,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,032 | TotalTaxAmt |
| Distributable Before Adj | $59,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $660,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $660,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,032 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $659,618 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,734 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $628,830 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,661 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $474,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,164,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $660,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $600,671 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,764,937 | 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 | $18,734 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,746,203 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $628,830 | ExcessFromYear4Amt |
| Excess From Year3 | $4,230 | ExcessFromYear3Amt |
| Excess From Year2 | $37,661 | ExcessFromYear2Amt |
| Excess From Year1 | $474,811 | ExcessFromYear1Amt |
| Excess From Current Year | $600,671 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | GOV | GENERAL SUPPORT | $266,000 |
| HARVARD WESTLAKE SCHOOL | ||||||
| 700 N FARING RD | LOS ANGELES | CA | 90077 | GOV | GENERAL SUPPORT | $150,000 |
| FOUNDATION FOR JEWISH CAMP | ||||||
| 253 W 35TH ST | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $100,000 |
| THE JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $75,000 |
| HILLEL AT THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL SUPPORT | $68,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $659,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $155,280 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,280 | 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 FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAMBREX CORP | $2,880 | $2,880 |
| CAMDEN PROPERTY TRUST | $2,946 | $2,946 |
| CARTERS | $2,937 | $2,937 |
| CHURCH & DWIGHT CO INC | $2,860 | $2,860 |
| CINTAS CORP | $2,961 | $2,961 |
| COGNEX CORP | $3,547 | $3,547 |
| COOPER CO INC | $2,832 | $2,832 |
| FACTSET RESEARCH SYSTEMS INC | $2,891 | $2,891 |
| GENPACT LTD | $2,825 | $2,825 |
| HASBRO INC | $2,818 | $2,818 |
| HENRY SCHEIN INC | $2,865 | $2,865 |
| INTL FLAVORS & FRAGANCES | $2,899 | $2,899 |
| IPG PHOTONICS CORP | $2,998 | $2,998 |
| JACK HENRY & ASSOC INC | $2,924 | $2,924 |
| JB HUNT TRANS SERV | $2,874 | $2,874 |
| LENNOX INTL INC | $2,916 | $2,916 |
| MASCO CORP | $2,856 | $2,856 |
| MONOLITHIC PWR SYSTEMS INC | $2,921 | $2,921 |
| RAYMOND JAMES FINCL INC | $2,858 | $2,858 |
| RESMED INC | $2,879 | $2,879 |
| SNAP ON INC | $2,963 | $2,963 |
| SYNOPSYS INC | $2,898 | $2,898 |
| TEXAS ROADHOUSE INC CLA | $2,792 | $2,792 |
| ABBVIE INC COM | $2,611 | $2,611 |
| BB & T CORP | $3,580 | $3,580 |
| BCE INC | $2,881 | $2,881 |
| BK MONTREAL | $2,481 | $2,481 |
| CISCO SYS INC | $4,519 | $4,519 |
| CME GROUP INC | $2,483 | $2,483 |
| COVANTA HOLDINGS CORP | $727 | $727 |
| CRACKER BARREL OLD CTRY STORE | $1,907 | $1,907 |
| CROWN CASTLE INTL CORP | $2,775 | $2,775 |
| DIGITAL REALTY TRUST INC | $2,848 | $2,848 |
| EATON CORP PLC SHS | $3,239 | $3,239 |
| HOSPITALITY PPTYS TR COM SBI | $2,000 | $2,000 |
| INTL BUSINESS MACHINES CORP | $1,534 | $1,534 |
| LAMAR ADVERTISING CO NEW CL A | $2,895 | $2,895 |
| LYONDELLBASELL WV CL-A | $3,641 | $3,641 |
| MERCK & INC NEW COM | $3,151 | $3,151 |
| ONEOK INC | $2,512 | $2,512 |
| PACWEST BANCORP | $1,260 | $1,260 |
| PEMBINA PIPELINE CORP COM | $1,049 | $1,049 |
| PFIZER INC | $2,970 | $2,970 |
| QUALCOMM INC | $2,497 | $2,497 |
| TORONTO DOM BK | $2,636 | $2,636 |
| UNITED PARCEL SER INC CL-B | $2,026 | $2,026 |
| VENTAS INC | $1,800 | $1,800 |
| VERIZON COMMUNICATIONS | $3,758 | $3,758 |
| VODAFONE GROUP PLC | $4,243 | $4,243 |
| WESTERN DIGITAL CORPORATION | $1,591 | $1,591 |
| WEYERHAEUSER CO | $3,385 | $3,385 |
| BARCLAYS BK PLC AUTOCLL LKD 25 | $73,275 | $73,275 |
| ALLEGION PUB LTD CO (ALLE) | $2,864 | $2,864 |
| AVERY DENNISON CORPORATION (AVY) | $2,872 | $2,872 |
| BARNES GROUP INCOPORATED (B) | $2,847 | $2,847 |
| BURLINGTON STORES INC (BURL) | $2,953 | $2,953 |
| CHARLES RIVER LABS INTL (CHD) | $2,955 | $2,955 |
| COPART INC (CPRT) | $2,851 | $2,851 |
| FABRINET (FN) | $2,899 | $2,899 |
| FIRST REPUBLIC BANK (FRC) | $3,552 | $3,552 |
| LCI INDS (LCI) | $2,990 | $2,990 |
| MC CORMICX AND CO NON VOTING (MXC) | $2,853 | $2,853 |
| METTLER TOLEDO INTL (MTD) | $3,098 | $3,098 |
| POOL CORP (POOL) | $2,852 | $2,852 |
| PVH CORPORATION (PVH) | $2,881 | $2,881 |
| SS&C TECHNOLOGIES HLDGS INC (SSNC) | $3,603 | $3,603 |
| STERIS PLC (STE) | $2,887 | $2,887 |
| WABCO HLDGS INC (WBC) | $2,870 | $2,870 |
| CYPRESS SEMICONDUCTOR DELA (CY) | $3,018 | $3,018 |
| ENBRIDGE INC (ENB) | $3,129 | $3,129 |
| HANESBRANDS INC (HBI) | $1,882 | $1,882 |
| HP INC COM (HPQ) | $2,353 | $2,353 |
| HSBC HOLDINGS PLC SPON ADR NEW (HSBC) | $2,995 | $2,995 |
| INTERNATIONAL PAPER CO (IP) | $3,013 | $3,013 |
| NATIONAL GRID PLC SPON ADR (NGG) | $1,882 | $1,882 |
| SABRE CORPORATION (SABR) | $2,460 | $2,460 |
| SYSCO CORP (SYY) | $2,368 | $2,368 |
| TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) | $2,657 | $2,657 |
| TAPESTRY IND (TPR) | $2,786 | $2,786 |
| TARGET CORPORATION (TGT) | $3,654 | $3,654 |
| TEXAS INSTRUMENTS (TXN) | $2,507 | $2,507 |
| TOTAL S A SPON ADR (TDT) | $2,211 | $2,211 |
| TUPPERWARE BRANDS CORP (TUP) | $1,191 | $1,191 |
| WELLTOWER INC (HCN) | $1,020 | $1,020 |
| WILLIAMS CO INC (WMB) | $2,256 | $2,256 |
| BCS CONTINGENT 8% | $38,080 | $38,080 |
| BCS CONTINGENT 8.55% | $45,600 | $45,600 |
| BCS CONTINGENT 8.75% | $23,725 | $23,725 |
| BCS CONTINGENT 8.75% ON VIAB | $65,325 | $65,325 |
| HSBC CONTINGENT | $30,900 | $30,900 |
| JPM CONTINGENT 8.15% | $46,500 | $46,500 |
| JPM CONTINGENT 9% | $29,080 | $29,080 |
| UBS AG LONDON BRANCH | $96,500 | $96,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $9,935 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $7,685 | Amt |
| Net Investment Income | $7,685 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $115 | $0 | $0 |
| FOREIGN TAX | $0 | $282 | $0 |
| BANK CHARGES | $26 | $0 | $0 |
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