THE HELD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE HELD FOUNDATION (EIN 95-4016569)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201803099349100625
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T11:07:14-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 651210974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671602 | 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 | 954016569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELD | BusinessNameControlTxt |
| Phone | 3103002200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BORDY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Moshe Y Graber | PreparerPersonNm |
| PTIN | P00653955 | PTIN |
| Phone | 3105521600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,241,026 | 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 | $609,339 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,437 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,437 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,010 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,624,879 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,003 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$560 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $841,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,350 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $82,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,476 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $324 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $184 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $87,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $286,829 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $554,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,496 | CashBOYAmt |
| Cash EOY | $6,829 | CashEOYAmt |
| Cash EOYFMV | $6,829 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $320,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $694,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $694,102 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,205,363 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,393,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,537,845 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,170 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,532,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,096,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,241,026 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,532,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,096,405 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,532,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,096,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,532,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,096,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,532,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $554,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,254 | OtherIncreasesAmt |
| Subtotal | $5,096,405 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,096,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #02452 | D | 2013-07-24 | 2017-09-08 | $195,571 | $90,978 | $104,593 | $104,593 |
| MERRILL LYNCH #02454 | P | 2016-11-09 | 2017-03-23 | $201,455 | $198,875 | $2,580 | $2,580 |
| MERRILL LYNCH #02454 | P | 2016-11-09 | 2017-12-07 | $311,936 | $280,599 | $31,337 | $31,337 |
| MERRILL LYNCH #02454 | P | 2015-08-06 | 2017-09-08 | $177,105 | $166,801 | $10,304 | $10,304 |
| PUBLICLY TRADED SECURITIES-basis adjustm | P | 2016-01-01 | 2017-01-01 | $26,359 | $26,359 | $26,359 | |
| MERRILL LYNCH #02455 | P | 2016-10-11 | 2017-09-08 | $46,703 | $46,254 | $449 | $449 |
| MERRILL LYNCH #02455 | P | 2016-05-12 | 2017-09-08 | $175,400 | $171,751 | $3,649 | $3,649 |
| MERRILL LYNCH #02649 | P | 2016-06-28 | 2017-03-24 | $60,300 | $56,242 | $4,058 | $4,058 |
| MERRILL LYNCH #02649 | P | 2016-05-12 | 2017-07-17 | $56,800 | $53,992 | $2,808 | $2,808 |
| OPPENHEIMER #62399 | P | 2016-04-11 | 2017-04-03 | $10,939 | $10,090 | $849 | $849 |
| OPPENHEIMER #62399 | P | 2015-08-13 | 2017-04-03 | $362,311 | $391,294 | -$28,983 | -$28,983 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,003 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $396,339 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,550,797 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11162 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $237,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,595,557 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06607 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,784,755 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07369 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $232,999 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,423,027 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06807 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,994,659 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04043 | DistributionYr5Rt |
| Total Distribution | 0.359879 | TotalDistributionRt |
| Average Distribution | 0.071976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,399,218 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $316,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,486 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $319,124 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $242,845 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,971 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,971 | SubtotalAmt |
| Tax Based On Investment Income | $4,971 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,274 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,274 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,303 | OverpaymentAmt |
| Applied To ES Tax | $3,303 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA BORDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103002200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|
| MELISSA BORDY | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 1.00 | $0 |
| ROBERT HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| JOSEPH HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,868,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $597,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,466,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,466,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,399,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,971 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,971 | TotalTaxAmt |
| Distributable Before Adj | $214,990 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $214,990 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $214,990 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $242,845 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $242,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,990 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $67,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,174 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,070 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $220,891 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,845 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,855 | RemainingDistriFromCorpusAmt |
| Total Corpus | $470,599 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $470,599 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,609 | ExcessFromYear4Amt |
| Excess From Year3 | $94,174 | ExcessFromYear3Amt |
| Excess From Year2 | $60,070 | ExcessFromYear2Amt |
| Excess From Year1 | $220,891 | ExcessFromYear1Amt |
| Excess From Current Year | $27,855 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Home for the Aging | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | N/A | PC | PUBLIC CHARITY | $10,500 |
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | N/A | PC | PUBLIC CHARITY | $1,500 |
| The Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | N/A | PC | PUBLIC CHARITY | $10,500 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DRIVE | BEL AIR | CA | 90077 | N/A | PC | PUBLIC CHARITY | $30,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | N/A | PC | PUBLIC CHARITY | $10,000 |
| UCLA | |||||||
| 10920 WILSHIRE BOULEVARD SUITE 140 | LOS ANGELES | CA | 90024 | N/A | PC | PUBLIC CHARITY | $2,500 |
| HASS SCHOOL OF BUSINESS | |||||||
| 2220 PIEDMONT AVENUE | BERKELEY | CA | 94720 | N/A | PC | PUBLIC CHARITY | $10,000 |
| CEDAR SINAI BOARD OF GOVERNORS | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $1,500 |
| FIRST DESCENTS | |||||||
| 767 SANTA FE DRIVE | DENVER | CO | 80204 | N/A | PC | PUBLIC CHARITY | $1,250 |
| LOS ANGELES HOLOCAUST MUSEUM | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | N/A | PC | PUBLIC CHARITY | $1,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 2440 S SEPULVEDA BLVD | LOS ANGELES | CA | 90064 | N/A | PC | PUBLIC CHARITY | $500 |
| PHI BETA KAPPA SOUTHERN CALIFORNIA | |||||||
| 12814 RIVERSIDE DR | NORTH HOLLYWOOD | CA | 91607 | N/A | PC | PUBLIC CHARITY | $60 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | N/A | PC | PUBLIC CHARITY | $500 |
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | PUBLIC CHARITY | $30,000 |
| FRIENDS OF LARC | |||||||
| 10560 WILSHIRE BLVD 1403 | LOS ANGELES | CA | 90024 | N/A | PC | PUBLIC CHARITY | $200 |
| TEAM RUBICON | |||||||
| 300 N CONTINENTAL BLVD 100 | EL SEGUNDO | CA | 90245 | N/A | PC | PUBLIC CHARITY | $52,500 |
| BH FIREFIGHTER'S ASSOCIATION | |||||||
| P O BOX 1720 | BEVERLY HILLS | CA | 90213 | N/A | PC | PUBLIC CHARITY | $350 |
| MADD | |||||||
| 18726 WESTERN AVENUE 210 | GARDENA | CA | 90248 | N/A | PC | PUBLIC CHARITY | $120 |
| BH POLICE OFFICERS ASSOCIATION | |||||||
| 9663 SANTA MONICA BLVD SUITE 786 | BEVERLY HILLS | CA | 90210 | N/A | PC | PUBLIC CHARITY | $350 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | N/A | PC | PUBLIC CHARITY | $100 |
| Bounce Children's Foundation | |||||||
| 255 Birchwood Ave | Deerfield | IL | 60015 | N/A | PC | PUBLIC CHARITY | $500 |
| Los Angeles Fire Dept | |||||||
| 10556 W Pico Blvd | Los Angeles | CA | 90064 | N/A | PC | PUBLIC CHARITY | $105 |
| Natural Resources Defense Council | |||||||
| 1314 2nd St | Santa Monica | CA | 90401 | N/A | PC | PUBLIC CHARITY | $2,250 |
| Planned Parenthood | |||||||
| 825 N San Vicente Blvd | West Hollywood | CA | 90069 | N/A | PC | PUBLIC CHARITY | $1,000 |
| Savvy Giving by Design | |||||||
| 7875 Highland Village Pl | San Diego | CA | 92129 | N/A | PC | PUBLIC CHARITY | $500 |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave | Montgomery | AL | 36104 | N/A | PC | PUBLIC CHARITY | $3,000 |
| Ziman Center For Real Estate | |||||||
| 110 Westwood Pl | Los Angeles | CA | 90095 | N/A | PC | PUBLIC CHARITY | $10,000 |
| Zimmer Children's Museum | |||||||
| 6505 Wilshire Blvd 100 | Los Angeles | CA | 90048 | N/A | PC | PUBLIC CHARITY | $500 |
| All Hands Volunteers | |||||||
| 6 County Rd Suite 6 | Mattapoisett | MA | 02739 | N/A | PC | PUBLIC CHARITY | $500 |
| Antelope Valley Futbol Club | |||||||
| 36916 Royce Court | Palmdale | CA | 93552 | N/A | PC | PUBLIC CHARITY | $500 |
| ASPCA | |||||||
| 424 E 92nd St | New York | NY | 10128 | N/A | PC | PUBLIC CHARITY | $100 |
| Chabad Georgia Tech | |||||||
| 471 10th Street NW | Atlanta | GA | 30318 | N/A | PC | PUBLIC CHARITY | $360 |
| Children's Hospital of Los Angeles | |||||||
| 4650 Sunset Blvd 29 | Los Angeles | CA | 90027 | N/A | PC | PUBLIC CHARITY | $200 |
| CHIRLA | |||||||
| 2533 WEST 3RD STREET SUITE 101 | LOS ANGELES | CA | 90057 | N/A | PC | PUBLIC CHARITY | $1,000 |
| GEORGIA TECH FOUNDATION INC | |||||||
| 177 NORTH AVENUE NW | ATLANTA | GA | 30332 | N/A | PC | PUBLIC CHARITY | $4,000 |
| GLOBAL GIVING | |||||||
| 1110 Vermont Ave NW Suite 550 | WASHINGTON | DC | 20005 | N/A | PC | PUBLIC CHARITY | $500 |
| Guide Dogs of America | |||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | N/A | PC | PUBLIC CHARITY | $200 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | N/A | PC | PUBLIC CHARITY | $500 |
| JEWISH FAMILY SERVICE | |||||||
| 8838 Pico Blvd | Los Angeles | CA | 90035 | N.A | PC | PUBLIC CHARITY | $1,000 |
| RBI | |||||||
| 4 Jersey Street | Boston | MA | 02215 | N.A | PC | PUBLIC CHARITY | $500 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | PUBLIC CHARITY | $3,000 |
| ST JOSEPH CENTER | |||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | N/A | PC | PUBLIC CHARITY | $500 |
| The Jewish Foundation | |||||||
| 6505 Wilshire Blvd Suite 1200 | Los Angeles | CA | 90048 | N.A | PC | PUBLIC CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,645 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,437 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,470 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,093 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,010 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,653 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,653 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,010 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $232,357 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TMI PARTNERS LLC | ||||||
| 1 | 1880 CENTURY PARK EAST 500 | CENTURY PARK EA | CA | 90067 | $310,500 | Yes (X) |
| TMI PARTNERS LLC | ||||||
| 2 | 1880 CENTURY PARK EAST 500 | CENTURY PARK EA | CA | 90067 | $298,839 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $310,500 | 2017-11-29 |
| 2 | SECURITIES | $298,839 | 2017-12-27 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN PARTNERSHIPS | AT COST | $308,014 | $314,382 |
| OPPENHEIMER G58-1562399 | AT COST | $62,533 | $48,170 |
| MERRILL LYNCH - A/C 02452 | AT COST | $1,383,020 | $1,450,443 |
| MERRILL LYNCH - A/C 02453 | AT COST | $1,274,614 | $1,286,961 |
| MERRILL LYNCH - A/C 02454 | AT COST | $410,689 | $433,310 |
| MERRILL LYNCH - A/C 02455 | AT COST | $170,152 | $175,700 |
| MERRILL LYNCH - A/C 02648 | AT COST | $33,959 | $7,689 |
| MERRILL LYNCH - A/C 02649 | AT COST | $305,288 | $358,443 |
| MERRILL LYNCH - A/C 02914 | AT COST | $444,955 | $462,747 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLES | Desc |
| BOY Book Value | $4,170 | BOYBookValueAmt |
| EOY Book Value | $2,250 | EOYBookValueAmt |
| EOYFMV | $2,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $99 |
| LICENSES & PERMITS | $85 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $7,093 | $7,093 |
| PARTNERSHIP INCOME | -$7,653 | -$7,653 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $9,254 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $43,200 | $0 | $0 | $43,200 |
| INVESTMENT MANAGEMENT FEES | $39,476 | $39,476 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $4,000 | |
| FOREIGN TAX | $324 | $324 |