BETA

MOSKOWITZ FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MOSKOWITZ FAMILY FOUNDATION (EIN 46-5160772)
Tax period
2016-12-01 to 2017-11-30
Filed
2018-02-27
IRS object ID
201830589349100313
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-27T16:48:25-06:00ReturnTs
Tax Period End2017-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954247846PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LARRY S LEVINE ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12444 WILSHIRE BLVD 410AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465160772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MOSKOWITZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOSKBusinessNameControlTxt
Phone3105867626PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12444 WILSHIRE BLVD SUITE 410AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY MOSKOWITZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3105867626PhoneNum
Signature2018-02-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY S LEVINEPreparerPersonNm
PTINP00366631PTIN
Phone3105867626PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.229.64.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-13IPDt
IP Tm16:49:33IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3E41A8C37351AC0447E061B68F20494456E5060CAtSubmissionCreationDeviceId
At Submission Filing Device Id3E41A8C37351AC0447E061B68F20494456E5060CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,252,219FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$399,726ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19,111InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,111InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$32,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,549DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,032,103GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$587,169CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$475,639TotalRevAndExpnssAmt
Total Net Invst Incm$638,829TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$990LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$990LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,296OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,296OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,539TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,665OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$351OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,190TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,146TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,191TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$192,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$192,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$215,190TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,146TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$195,191TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$260,449ExcessRevenueOverExpensesAmt
Net Investment Income$623,683NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$252,124SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$122,309SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,309SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$226,483USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$755,253CorporateStockBOYAmt
Corporate Stock EOY$1,612,122CorporateStockEOYAmt
Corporate Stock EOYFMV$1,720,105CorporateStockEOYFMVAmt
Corporate Bonds BOY$645,705CorporateBondsBOYAmt
Corporate Bonds EOY$407,897CorporateBondsEOYAmt
Corporate Bonds EOYFMV$409,805CorporateBondsEOYFMVAmt
Other Assets BOY$4,969OtherAssetsBOYAmt
Other Assets EOY$2,655OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,884,534TotalAssetsBOYAmt
Total Assets EOY$2,144,983TotalAssetsEOYAmt
Total Assets EOYFMV$2,252,219TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,884,534RetainedEarningBOYAmt
Retained Earning EOY$2,144,983RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,884,534TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,144,983TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,884,534TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,144,983TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,884,534TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$260,449ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,144,983SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,144,983TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (79 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
$50,000 FORD MOTOR CREDIT 3.5%P2015-04-232016-12-20$50,000$50,124-$124-$124
1,500 SHS MAXWELL TECH INCP2015-03-132017-03-06$7,875$11,043-$3,168-$3,168
1,000 SHS COLUMBUS MCKINNON COP2015-03-112017-04-21$25,439$24,260$1,179$1,179
CHARLES SCHWAB ACCOUNT - LTCG DISTRIBUTIONP2016-12-31$197$197$197
2,200 SH PHILIP MORRIS INCD2016-03-182016-12-13$202,218$2,018$200,200$200,200
1,700 SH PHILIP MORRIS INCD2016-12-082016-12-13$156,260$828$155,432$155,432
580 SHS ASTRONICS CORPP2017-01-242017-05-10$17,920$18,690-$770-$770
600 SHS BB & T CORPP2016-08-112017-05-10$26,010$22,407$3,603$3,603
200 SHS QUALCOMM INCP2017-03-072017-05-10$11,066$11,344-$278-$278
1,200 SHS SIMULATIONS PLUS INCP2016-10-072017-05-10$14,640$10,089$4,551$4,551
1,300 SHS SIMULATIONS PLUS INCP2016-10-072017-05-10$15,864$10,929$4,935$4,935
500 SHS WILLIAMS SONOMA INCP2016-08-112017-05-10$27,359$25,891$1,468$1,468
$50,000 KILROY REALTY LP 3.8 % NOTE 1/15/23P2016-09-082017-05-10$51,396$52,301-$905-$905
9 SHS ASTRONICS CORPP2015-07-292017-05-10$278$419-$141-$141
51 SHS ASTRONICS CORPP2015-10-192017-05-10$1,576$1,621-$45-$45
60 SHS ASTRONICS CORPP2015-07-292017-05-10$1,854$2,802-$948-$948
60 SHS ASTRONICS CORPP2015-07-292017-05-10$1,854$2,783-$929-$929
340 SHS ASTRONICS CORPP2015-10-192007-05-10$10,505$10,846-$341-$341
400 SHS ASTRONICS CORPP2015-07-292007-05-10$12,358$18,625-$6,267-$6,267
200 SHS CUMMINS INCP2015-09-092017-05-10$31,822$23,904$7,918$7,918
200 SHS AMERICAS CAR MART INCP2015-07-022017-05-10$7,308$9,821-$2,513-$2,513
500 SHS AMERICAS CAR MART INCP2015-04-082017-05-10$18,271$26,250-$7,979-$7,979
400 SHS CALAVO GROWERS INCP2015-02-262017-05-10$26,874$16,837$10,037$10,037
1,700 SHS DONEGAL GROUP INCP2015-04-082017-05-10$27,058$26,542$516$516
197 SHS GRAHAM CORPP2015-02-272017-05-10$4,677$4,491$186$186
98 SHS GRAHAM CORPP2015-04-292017-05-10$2,327$2,326$1$1
803 SHS GRAHAM CORPP2015-02-262017-05-10$19,065$18,170$895$895
302 SHS GRAHAM CORPP2015-04-292017-05-10$7,192$7,167$25$25
2,900 SHS IDEAL PWR INCP2015-08-062017-05-10$6,670$23,388-$16,718-$16,718
100 SHS IDEAL PWR INCP2015-08-062017-05-10$226$806-$580-$580
900 SHS MKS INSTRUMENTS INCP2015-04-212017-05-10$72,181$30,476$41,705$41,705
2,500 SHS MAXWELL TECH INCP2015-02-262017-05-10$15,412$18,156-$2,744-$2,744
100 SHS MAXWELL TECH INCP2015-02-262017-05-10$616$726-$110-$110
400 SHS MAXWELL TECH INCP2015-02-262017-05-10$2,461$2,905-$444-$444
1,724 SHS PHILIP MORRIS INTL INCD2017-08-132017-08-15$200,871$840$200,031$200,031
1,029 SHS PNC FINL SVCS GROUP INC 6.125% PFDP2015-05-012017-05-10$30,169$28,796$1,373$1,373
971 SHS PNC FINL SVCS GROUP INC 6.125% PFDP2015-05-012017-05-10$28,474$27,172$1,302$1,302
400 SHS QUALCOMM INCP2015-05-062017-05-10$22,132$27,213-$5,081-$5,081
630 SHS SPDR S&P DIV ETFP2016-04-102017-05-10$55,599$50,281$5,318$5,318
1,739 SHS WELLS FARGO CO 5.85% PFDP2015-09-012017-05-10$47,601$44,549$3,052$3,052
261 SHS WELLS FARGO CO 5.85% PFDP2015-09-012017-05-10$7,141$6,686$455$455
$50,000 ALEXANDRIA RE 3.9% BOND 6/15/23P2015-04-102017-05-10$51,310$51,621-$311-$311
$50,000 AUTODESK INC 3.6% NOTE 12/15/22P2015-04-162017-05-10$51,079$50,730$349$349
$50,000 CITY NATL BANK 5.375% BOND 7/15/22P2015-02-262017-05-10$54,726$54,871-$145-$145
$25,000 DIGITAL RLTY TR LP 3.625% NOTE 10/01/22P2015-06-262017-05-10$25,526$24,248$1,278$1,278
$50,000 DOW CHEM CO SR 3.05% NOTE 3/15/22P2015-03-232017-05-10$49,943$49,525$418$418
$30,000 GATX CORP 4.85% NOTE 6/01/21P2015-12-012017-05-10$32,244$31,944$300$300
$25,000 GATX CORP 4.75% NOTE 6/15/22P2015-02-262017-05-10$26,958$27,343-$385-$385
$25,000 GOLDMAN SACHS GROUP INC 3.625% NOTE 1/22/23P2015-05-042017-05-10$25,676$25,640$36$36
$50,000 LIBERTY PROPERTY LP 4.125% BOND 6/15/22P2015-03-062017-05-10$52,234$52,246-$12-$12
$50,000 NETAPP INC 3.375% NOTE 6/15/21P2015-08-072017-05-10$51,160$49,256$1,904$1,904
$50,000 VODAPHONE GROUP PLC 2.5% NOTE 9/26/22P2015-07-012017-05-10$49,097$45,710$3,387$3,387
$30,000 WASHINGTON REIT 3.95% BOND 10/15/22P2015-09-112017-05-10$30,314$29,867$447$447
$50,000 WEINGARTEN REALTY 3.75% BOND 10/15/22P2015-02-262017-05-10$50,407$50,278$129$129
FIDELTY ACCOUNT - LTCG DISTRIBUTIONSP2016-12-31$527$527$527
FIDELTY ACCOUNT - LTCG DISTRIBUTIONSP2017-07-31$1,837$1,837$1,837
5,119.454 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-07-142016-12-08$64,249$75,000-$10,751-$10,751
5.699 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-07-292016-12-08$71$84-$13-$13
10.503 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-08-312016-12-08$132$154-$22-$22
10.403 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-09-302016-12-08$131$150-$19-$19
11.301 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-10-312016-12-08$142$156-$14-$14
12.084 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-11-302016-11-30$152$153-$1-$1
3.244 SHS FIDELITY L/T TREASURY BOND INDEX FUNDP2016-12-082016-12-08$40$40$0$0
6,607.930 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-07-142016-12-13$70,242$75,000-$4,758-$4,758
5.375 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-07-292016-12-13$57$61-$4-$4
9.787 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-08-312016-12-13$104$110-$6-$6
9.344 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-09-302016-12-13$100$106-$6-$6
9.762 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-10-312016-12-13$104$109-$5-$5
9.883 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-11-302016-12-13$105$106-$1-$1
46.758 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-12-022016-12-13$497$499-$2-$2
4.516 SHS FIDELITY INT TREASURY BOND INDEX FUNDP2016-12-132016-12-13$48$48$0$0
7,102.273 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-07-142016-12-16$73,722$75,000-$1,278-$1,278
3.382 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-07-292016-12-16$35$36-$1-$1
6.186 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-08-312016-12-16$64$65-$1-$1
6.003 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-09-302016-12-16$62$63-$1-$1
6.242 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-10-312016-12-16$65$66-$1-$1
6.155 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-11-302016-12-16$64$64$0$0
3.431 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-12-022016-12-16$36$36$0$0
2.648 SHS FIDELITY S/T TREASURY BOND INDEX FUNDP2016-12-132016-12-16$27$27$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$587,169CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$163,519AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,780,234NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.091853DistributionYr1Rt
Adjusted Qlfy Distri Yr2$187,819AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,652,356NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.113667DistributionYr2Rt
Adjusted Qlfy Distri Yr3$173,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$814,462NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.212410DistributionYr3Rt
Total Distribution0.417930TotalDistributionRt
Average Distribution0.139310AverageDistributionRt
Net Vl Noncharitable Assets$2,063,801NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$287,508AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,237NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$293,745AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$195,191QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,474InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,474SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,474TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,280TotalPaymentsAndCreditsAmt
Tax Due$8,194TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJEFFREY AND MADELEINE MOSKOWITZIndividualWithBooksNm
Phone3105867626PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12444 WILSHIRE BLVD SUITE 410AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY MOSKOWITZ
2444 WILSHIRE BLVD SUITE 410SANTA MONICACA90403PRESIDENT5.00$0$0$0
MADELEINE MOSKOWITZ
2444 WILSHIRE BLVD SUITE 410SANTA MONICACA90403CFO/SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,690,650AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$404,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,095,229TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,095,229AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,063,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$103,190MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$103,190MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,474TaxBasedOnInvestmentIncomeAmt
Total Tax$12,474TotalTaxAmt
Distributable Before Adj$90,716DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$90,716DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$90,716DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$195,191ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$195,191QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$195,191AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$90,716DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$140,951ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$140,974ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$78,766ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$360,691TotalExcessDistributionCyovAmt
Qualifying Distributions$195,191QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$90,716AppliedToCurrentYearAmt
Remaining Distri From Corpus$104,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$465,166TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$465,166ExcessDistriCyovToNextYrAmt
Excess From Year3$140,951ExcessFromYear3Amt
Excess From Year2$140,974ExcessFromYear2Amt
Excess From Year1$78,766ExcessFromYear1Amt
Excess From Current Year$104,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFREY MOSKOWITZContributingManagerNm
Contributing ManagerMADELEINE MOSKOWITZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ART DIVISION
2418 WEST 6TH STREETLOS ANGELESCA90057PUBLIC CHARITYOPERATIONAL SUPPORT$15,000
BAPTIST HEALTH FOUNDATION
6855 RED ROADCORAL GABLESFL33143PUBLIC CHARITYOPERATIONAL SUPPORT$5,000
BIG SUNDAY
6111 MELROSE AVENUELOS ANGELESCA90038PUBLIC CHARITYOPERATIONAL SUPPORT$35,000
COLORADO COLLEGE
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903PUBLIC CHARITYOPERATIONAL SUPPORT$20,000
DOCTORS WIITHOUT BORDERS
333 SEVENTH AVENUE 2ND FLOORNEW YORKNY10001PUBLIC CHARITYOPERATIONAL SUPPORT$25,000
GREATER WEST HOLLYWOOD FOOD COALITION
1106 N CAHUENGA BLVDLOS ANGELESCA90038PUBLIC CHARITYOPERATIONAL SUPPORT$25,000
INSIGHTLA
1430 OLYMPIC BLVDSANTA MONICACA90404PUBLIC CHARITYOPERATIONAL SUPPORT$10,000
LIBERTY HILL FOUNDATION
6420 WILSHIRE BLVD SUITE 700LOS ANGELESCA90048PUBLIC CHARITYOPERATIONAL SUPPORT$1,000
LOS ANGELES DRAMA CLUB
1210 S SYCAMORE AVELOS ANGELESCA90019PUBLIC CHARITYOPERATIONAL SUPPORT$5,000
MATERNAL MENTAL HEALTH NOW
1000 NORTH ALAMEDA STREET SUITE 240LOS ANGELESCA90012PUBLIC CHARITYOPERATIONAL SUPPORT$1,000
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDNORTH HOLLYWOODCA91601PUBLIC CHARITYOPERATIONAL SUPPORT$15,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA02199PUBLIC CHARITYOPERATIONAL SUPPORT$10,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038PUBLIC CHARITYOPERATIONAL SUPPORT$10,000
UNIVERSITY OF PUGET SOUND
1500 N WARNER ST ST 1056TACOMAWA98416PUBLIC CHARITYOPERATIONAL SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$192,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,111ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,549ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,253ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$75,913ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$75,913TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JEFFREY AND MADELEINE MOSKOWITZ
12444 WILSHIRE BLVD SUITE 410SANTA MONICACA90403$50,000Yes (X)
JEFFREY AND MADELEINE MOSKOWITZ
22444 WILSHIRE BLVD SUITE 410SANTA MONICACA90403$349,726Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
21,700 SHARES PHILIP MORRIS INTERNATIONAL INC$151,7332016-12-08
21,724 SHARES PHILIP MORRIS INTERNATIONAL INC$197,9932017-08-13

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,700Amt
Net Investment Income$1,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,850DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesORGANIZATION COSTSAmortizedExpensesDesc
Acquired Completed Or Expended2014-01-07AcquiredCompletedOrExpendedDt
Amortized$11,569AmortizedAmt
Deduction For Prior Years$6,600DeductionForPriorYearsAmt
Amortization Period60.000000000000AmortizationPeriodRt
Current Year Amortization$2,314CurrentYearAmortizationAmt
Net Investment Income$0NetInvestmentIncomeAmt
Total Amortization$8,914TotalAmortizationAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$0$0
BOND MUTUAL FUNDS$407,897$409,805

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS AND STOCK ETF$149,341$144,574
STOCK MUTUAL FUNDS$1,462,781$1,575,531

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$990LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$990DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION COSTSDesc
BOY Book Value$4,969BOYBookValueAmt
EOY Book Value$2,655EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$246$0$246
FILING FEES$30$0$30
CALIFORNIA REGISTRATION FEE$75$0$75
AMORTIZATION$2,314$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$13,296Amt
Net Investment Income$13,296NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX BASED ON INVESTMENT INCOMECategoryTxt
Amt$2,539Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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