THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201703179349101540
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T13:53:12-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO & HAWORTH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD SUITE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954129953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RASKIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RASK | BusinessNameControlTxt |
| Phone | 8184155359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY RASKIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8184155359 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN YEH | PreparerPersonNm |
| PTIN | P00229072 | PTIN |
| Phone | 8184936650 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.33.86.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 14:01:33 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B56C307BA661F93F49C1DAEC3C847FA751D18D83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $473,714 | 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 |
| Dividends Rev And Expnss | $2,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,358 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $529,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,358 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $31,962 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,962 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $241 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,753 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,377 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,573 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,573 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,054 | CashBOYAmt |
| Cash EOY | $108,929 | CashEOYAmt |
| Cash EOYFMV | $108,929 | CashEOYFMVAmt |
| Corporate Stock BOY | $456,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $360,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $364,785 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $463,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $469,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $473,714 | 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 | $463,056 | RetainedEarningBOYAmt |
| Retained Earning EOY | $469,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $469,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $463,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $469,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $469,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $469,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN - PUBLICLY TRADED SECURITIES | P | $60,844 | $56,830 | $4,014 | $4,014 |
| BERNSTEIN - PUBLICLY TRADED SECURITIES | P | $428,676 | $403,703 | $24,973 | $24,973 |
| ML - PUBLICLY TRADED SECURITIES | P | $39,751 | $39,380 | $371 | $371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,358 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $488,083 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038928 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,549 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $510,291 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061826 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,961 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $489,688 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053015 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $461,017 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056119 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,430 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $488,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052103 | DistributionYr5Rt |
| Total Distribution | 0.261991 | TotalDistributionRt |
| Average Distribution | 0.052398 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $472,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,043 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $548 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $877 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $877 | TotalPaymentsAndCreditsAmt |
| Overpayment | $329 | OverpaymentAmt |
| Applied To ES Tax | $329 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY RASKIN | IndividualWithBooksNm |
| Phone | 8184155359 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | 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 |
|---|---|---|---|---|---|---|---|---|
| GARY M RASKIN | ||||||||
| 3355 RIDGECREST DRIVE | CARLSBAD | CA | 92008 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| LAURIE SHUMAN | ||||||||
| 16121 SANDY LANE | ENCINO | CA | 91436 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| VICTORIA R RASKIN | ||||||||
| 102 PINECREST DRIVE | ANNAPOLIS | MD | 21403 | VICE PRESIDENT | 1.00 | $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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $421,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $479,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $479,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $472,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $548 | TotalTaxAmt |
| Distributable Before Adj | $23,087 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,087 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,620 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,546 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,387 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,387 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,779 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,779 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR GARY RASKIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 RIDGECREST DRIVE | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8184155359 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED, AND THE NATURE AND PURPOSE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||
| 9159-C BROOKVILLE ROAD | SILVERSPRING | MD | 20910 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| APLA | ||||||
| 611 SOUTH KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,200 |
| COLLEGE TRACK | ||||||
| 117 BROADWAY | OAKLAND | CA | 94607 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| DISABILITY RIGHTS MARYLAND | ||||||
| 1500 UNION AVE STE 2000 | BALTIMORE | MD | 21211 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $500 |
| ENVIRONMENTAL INTEGRITY PROJECT | ||||||
| 1000 VERMONT AVENUE NW ELEVENTH FL | WASHINGTON | DC | 20005 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,500 |
| ICYOLA | ||||||
| 6820 SOUTH LA TIJERA BLVD | LOS ANGELES | CA | 90045 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $250 |
| JEWISH FREE LOAN | ||||||
| 5429 LINDLEY AVE | TARZANA | CA | 91356 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| LATIN AMERICAN YOUTH CENTER | ||||||
| 1419 COLUMBIA RD NW | WASHINGTON | DC | 20009 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $500 |
| MARYLAND FOOD BANK | ||||||
| 2200 HALETHORPE FARMS ROAD SW | BALTIMORE | MD | 21227 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $500 |
| MEDIA COLLECTIVE | ||||||
| 68 3RD ST | BROOKLYN | NY | 11231 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $250 |
| OUR HOUSE | ||||||
| 19715 ZION ROAD | BROOKEVILLE | MD | 20833 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $500 |
| PLANNED PARENTHOOD | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,250 |
| PROJECT ANGEL FOOD | ||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $150 |
| PUBLIC GLASS | ||||||
| 1750 ARMSTRONG AVENUE | SAN FRANCISCO | CA | 94124 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| RIDERS ALLIANCE | ||||||
| 121 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,000 |
| SCCC-LA | ||||||
| 5615 W PICO BLVD | LOS ANGELES | CA | 90019 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| SEEDS FOR SUCCESS | ||||||
| PO BOX 4042 | ANNAPOLIS | MD | 21403 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $500 |
| TACOMA MUSEUM OF GLASS | ||||||
| 1801 DOCK STREET | TACOMA | WA | 98402 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $500 |
| TREVOR PROJECT | ||||||
| 8704 SANTA MONICA BOULEVARD 600 | WEST HOLLYWOOD | CA | 90069 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $250 |
| UCLA DFS | ||||||
| 340 ROYCE DRIVE | LOS ANGELES | CA | 90095 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,500 |
| UNITED FRIENDS OF THE CHILDREN | ||||||
| 1055 WILSHITE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,000 |
| WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $100 |
| WRRAP | ||||||
| 2934 1/2 BEVERLY GLEN CIRCLE 169 | LOS ANGELES | CA | 90077 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,700 | 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 | $2,601 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,962 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,962 | 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 | $2,753 | Amt |
| Net Investment Income | $1,377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SURRO IMMUNOLOGY | $861 | $861 |
| SILENSEED, LTD - 709 SHS | $41,875 | $41,875 |
| MERRILL LYNCH INVESTMENT ACCT | $317,463 | $322,049 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $241 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT EXPENSE | $3,103 | $3,103 | $0 | $0 |
| SURRO IMMUNOLOGY K-1 | $39 | $39 | $0 | $0 |
| MISC. EXPENSE | $19 | $19 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |