KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION (EIN 91-2147173)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-12-22
- IRS object ID
- 201723569349100102
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-22T15:55:47-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954346929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LODGEN LACHER ET AL CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BOULEVARD SUITE 305 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914362006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 912147173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH J AND MARILYNN J FRIEDMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 8187665542 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17615 TRAMONTO DRIVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH FRIEDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8187665542 | PhoneNum |
| Signature | 2017-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN OLSON | PreparerPersonNm |
| PTIN | P00286692 | PTIN |
| Phone | 8187830570 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.192.118.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-12-15 | IPDt |
| IP Tm | 10:31:17 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 19D6425F96BEA28D2193E92B54D52988927BA115 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D71F424B2AF831733D449603FE8ED0AE040716F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,784 | 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 | $851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $851 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $851 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $851 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,483 | CashBOYAmt |
| Cash EOY | $12,886 | CashEOYAmt |
| Cash EOYFMV | $12,886 | CashEOYFMVAmt |
| Other Investments BOY | $44,210 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,898 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $71,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,784 | 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 | $71,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $71,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $71,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $71,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,244 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,818 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.249314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $87,140 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.218751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,903 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,437 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.250407 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,919 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $131,278 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,870 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $153,193 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.201511 | DistributionYr5Rt |
| Total Distribution | 1.079332 | TotalDistributionRt |
| Average Distribution | 0.215866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,787 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,122 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,100 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENNETH J FRIEDMAN | IndividualWithBooksNm |
| Phone | 8187665542 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17615 TRAMONTO DRIVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH J FRIEDMAN | ||||||||
| 17615 TRAMONTO DRIVE | PACIFIC PALISADES | CA | 90272 | TRUSTEE | 0.31 | $3,000 | $0 | $0 |
| ALAYNE E MESKIN | ||||||||
| 25747 SHAKER BLVD - WEST | BEACHWOOD | OH | 44122 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 |
| DANIEL E FRIEDMAN | ||||||||
| 18434 BERMUDA STREET | PORTER RANCH | CA | 91326 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 |
| ERIC J FRIEDMAN | ||||||||
| 12721 HORTENSE STREET | STUDIO CITY | CA | 91604 | ADVISORY COMMITTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,713 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,713 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,039 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $3,039 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,039 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,039 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,039 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,870 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,919 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,535 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,648 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,039 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,061 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,784 | 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 | $30,870 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,914 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,919 | ExcessFromYear4Amt |
| Excess From Year3 | $21,535 | ExcessFromYear3Amt |
| Excess From Year2 | $14,751 | ExcessFromYear2Amt |
| Excess From Year1 | $12,648 | ExcessFromYear1Amt |
| Excess From Current Year | $14,061 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAT ARI EL | |||||||
| 12020 BURBANK BLVD | VALLEY VILLAGE | CA | 91607 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $3,500 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | BEL AIR | CA | 90077 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $1,000 |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE 300 | LOS ANGELES | CA | 90048 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE STREET | LOS ANGELES | CA | 90012 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $800 |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $250 |
| HILLEL AT UCLA | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $1,250 |
| HILLELS OF THE VALLEY | |||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $1,000 |
| MASORTI FOUNDATION | |||||||
| 475 RIVERSIDE DR 832 | NEW YORK | NY | 10115 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| MAZON | |||||||
| 1990 BUNDY DR 260 | LOS ANGELES | CA | 90025 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 01002 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $250 |
| SHERMAN OAKS LITTLE LEAGUE | |||||||
| PO BOX 5449 | SHERMAN OAKS | CA | 91413 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $250 |
| TEMPLE RAMAT ZION | |||||||
| 17655 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $3,250 |
| ACADEMY FOR JEWISH RELIGION | |||||||
| 274 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $1,000 |
| COMFORT FOR KIDS | |||||||
| 201 CENTER PLAZA DRIVE 3 | MONTERREY PARK | CA | 91754 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| YESHIVA KATANA OF LOS ANGELES | |||||||
| 12131 BURBANK BLVD | VALLEY VILLAGE | CA | 91607 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,300 | 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 | $851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $851 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $851 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | INTEREST EARNED ON THE TEMPORARY CASH FUNDS THAT WILL BE USED FOR CHARITABLE PURPOSES. | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,362.949 CENTER COAST MLP FOCUS | AT COST | $17,764 | $17,721 |
| 1,807.229 CENTER COAST MLP FOCUS | AT COST | $13,565 | $13,555 |
| 1,700 LIBERTY ALL-STAR EQUITY FUND | AT COST | $10,029 | $9,622 |
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