SHEILA DAVE AND SHERRY GOLD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHEILA DAVE AND SHERRY GOLD FOUNDATION (EIN 95-4636060)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349105363
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T22:03:19-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marina Pointe LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13700 Marina Pointe Dr No 632 | AddressLine1Txt |
| City | Marina del Rey | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90292 | 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 | 954636060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVE & SHEILA GOLD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFF GOLD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON UDKOFF | InCareOfNm |
| Business Name Control | DAVE | BusinessNameControlTxt |
| Phone | 3104915925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD 139 | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF GOLD | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104915925 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MOSKAL | PreparerPersonNm |
| PTIN | P00844033 | PTIN |
| Phone | 6312450530 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.62.232.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 96794020173195000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 33F28D76532D8820AFCA079A540604B6895C1B57 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2A599E3EFF8B4309CE2DAC0CB9E16DEFDE13E56F | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,494,187 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $66,518 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66,518 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $862,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $817,428 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $929,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $883,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,380 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | -$60 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,380 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,206,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,206,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,209,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,207,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,279,895 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $882,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,706,968 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,222,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,222,740 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,204,340 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,125,540 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,141,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,141,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,137,473 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,100,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,100,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,008,400 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $41 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000,034 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000,034 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,948,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,668,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,494,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $40,948,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $39,668,782 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,948,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,668,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,948,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,668,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,948,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,279,895 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,668,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,668,782 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,376,411 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,875,868 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,018,949 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,976,885 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $686,755 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,654,850 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,882,174 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,481,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068488 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $943,717 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,249,785 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077039 | DistributionYr5Rt |
| Total Distribution | 0.266473 | TotalDistributionRt |
| Average Distribution | 0.053295 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,855,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,177,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,826 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,186,225 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,207,990 | 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 | $8,826 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,826 | SubtotalAmt |
| Tax Based On Investment Income | $8,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,642 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,642 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,816 | OverpaymentAmt |
| Applied To ES Tax | $11,816 | 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 |
| 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 | SHARON UDKOFF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104915925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SHERRY GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JEFF GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HOWARD GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KAREN SCHIFFER | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,245,475 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,815,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $416,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,477,767 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,477,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $622,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,855,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,042,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,042,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,826 | TotalTaxAmt |
| Distributable Before Adj | $2,033,954 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,033,954 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,033,954 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,207,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,207,990 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,826 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,199,164 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,033,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $383,565 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $383,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,207,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $557,601 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,650,389 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $383,565 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $383,565 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $557,601 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $557,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $557,601 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHERRY GOLD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALTA MED | ||||||||
| 2040 CAMFIELD AVENUE | LOS ANGELES | CA | 90040 | NONE | PC | SUPPORT OF MEDICAL CARE SERVICES | $5,000 | |
| 350org | ||||||||
| 20 Jay Street | Brooklyn | NY | 11201 | NONE | PC | SUPPORT OF THE environment through clean energy solutions | $10,000 | |
| ACLU | ||||||||
| 125 Broad Street 18th Flr | New York | NY | 10004 | NONE | PC | SUPPORT OF civil liberties | $10,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 800 SOUTH FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT OF CHILD MENTORING | $20,000 | |
| a place called home | ||||||||
| 2830 S Central Avenue | LOS ANGELES | CA | 90011 | NONE | PC | education, counseling and mentorship of underpriviledged children | $15,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 6505 WILSHIRE BLVD STE 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MILITARY SERVICE MEMBERS | $1,560 | |
| HADASSAH SO CALIFORNIAMEDICAL RESEARCH | ||||||||
| 10495 W SANTA MONICA BLVD 110 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $200,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 1919 SANTA MONICA BLVD SUITE 400 | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF HEALTH SERVICES | $28,550 | |
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHILD MENTORING | $5,000 | |
| JEWISH FREE LOAN ASSOCIATION | ||||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PC | GRANTS FOR HOME LOANS | $3,000 | |
| JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | SUPPORT OF CLINICAL AND HOSPICE SERVICES | $15,000 | |
| JEWISH WORLD WATCH | ||||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | SUPPORT OF PREVENTION OF MASS ATROCITIES IN THE SUDAN & CONGO | $50,000 | |
| KEHILLAT ISRAEL | ||||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PC | SUPPORT OF RELIGION | $5,000 | |
| MEALS ON WHEELS | ||||||||
| 1823 MICHIGAN AVENUE | SANTA MONICA | CA | 90406 | NONE | PC | SUPPORT OF THE HOMEBOUND | $10,000 | |
| MUSCULAR DYSTROPHY ASSOCIATIONWINGS OVER WALL ST | ||||||||
| 11 E 44TH ST 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $5,000 | |
| Aquarium of the Pacific | ||||||||
| 100 Aquarium Way | Long Beach | CA | 90802 | NONE | PC | SUPPORT OF pacific ocean, its inhabitants and ecosystems | $5,000 | |
| PUBLIC CITIZEN | ||||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT OF CONSUMER ADVOCACY | $300,000 | |
| THE RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF RAPE VICTIMS | $5,000 | |
| THE SALVATION ARMY | ||||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $25,000 | |
| UCLA - UNICAMP | ||||||||
| 900 HILGARD AVENUE STE 301 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF EDUCATION | $20,000 | |
| VISTA DEL MAR CHILD & FAMILY SERVICES | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | SUPPORT OF FAMILY SERVICES | $10,000 | |
| American Friends of Magen David Adom | ||||||||
| 352 Seventh Avenue Ste 400 | New York | NY | 10001 | NONE | PC | SUPPORT OF Emergency Medical Services | $2,000 | |
| ARTS HIGH FOUNDATION | ||||||||
| 1149 South Hill Street | Los Angeles | CA | 90015 | NONE | PC | SUPPORT OF THE ARTS | $3,000 | |
| ASIA SOCIETY OF SOUTHERN CALIFORNIA | ||||||||
| 244 S San Pedro Street | Los Angeles | CA | 90012 | NONE | PC | Promotion of Global Education between Asia & US | $5,000 | |
| American Indian College Fund | ||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | NONE | PC | SUPPORT OF Education for Native American Indians | $2,500 | |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||||
| 700 Exposition Park Drive | Los Angeles | CA | 90037 | NONE | PC | SUPPORT OF SCIENCE EDUCATION | $180,000 | |
| Amnesty International USA | ||||||||
| 5 Penn Plaza 16th Flr | New York | NY | 10001 | NONE | PC | SUPPORT OF Human rights | $5,000 | |
| CSUN | ||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | NONE | PC | SUPPORT OF EDUCATION | $630,000 | |
| Anti-Defamation League | ||||||||
| 10495 Santa Monica Blvd | Los Angeles | CA | 90025 | NONE | PC | SUPPORT FOR elimination of defamation and discrimination | $8,500 | |
| LOS ANGELES VALLEY COLLEGE FOUNDATION | ||||||||
| 5800 FULTON AVENUE | VALLEY GLEN | CA | 91401 | NONE | PC | SUPPORT OF EDUCATION | $6,000 | |
| POP EARTH | ||||||||
| 401 Park Ave South 10th Flr | New York | NY | 10016 | NONE | PC | SUPPORT OF SPECIAL NEEDS INDIVIDUALS & THE COMMUNITY THROUGH HOLISTIC HEALTH TREATMENTS | $5,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF GLOBAL HUMAN RIGHTS | $25,000 | |
| Best Buddies | ||||||||
| 100 Southeast Second St Ste 2200 | Miami | FL | 33131 | NONE | PC | SUPPORT OF Individuals with Disabilities | $3,000 | |
| THE POSSE FOUNDATION | ||||||||
| 515 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90071 | NONE | PC | SUPPORT OF HIGH SCHOOL STUDENTS WITH ACADEMIC & LEADERSHIP POTENTIAL | $40,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF PHILANTHROPY AND MANAGE RESOURCES FOR ADVANCEMENT OF UCLA | $36,200 | |
| WATER BUFFALO CLUB | ||||||||
| 12121 WILSHIRE BLVD STE 1201 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF UNDERSERVED YOUTH | $7,500 | |
| WESTSIDE CHILDREN'S CENTER | ||||||||
| 5721 W SLAUSON AVENUE STE 140 | CULVER CITY | CA | 90230 | NONE | PC | SUPPORT OF UNDERPRIVILEDGED CHILDREN | $7,500 | |
| Breast Cancer Research Foundation | ||||||||
| 60 East 56th Street 8th Flr | New York | NY | 10022 | NONE | PC | SUPPORT OF Breast Cancer RESEARCH | $2,000 | |
| Camp Bob Waldorf Foundation | ||||||||
| 6505 Wilshire Blvd 600 | Los Angeles | CA | 90048 | NONE | PC | SUPPORT OF Underpriviledged Children | $10,000 | |
| CEDARS-SINAI MEDICAL CENTER | ||||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $30,000 | |
| CITY OF HOPE | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $30,000 | |
| DOWNTOWN WOMENS CENTER | ||||||||
| 442 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PC | SUPPORT FOR HOMELESS WOMEN | $2,500 | |
| CharityWater | ||||||||
| 40 Worth Street Ste 330 | New York | NY | 10013 | NONE | PC | Provision of Water to Disadvanataged Communities | $5,000 | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PC | SUPPORT OF A HEALTHY MARINE ECOSYSTEM | $10,000 | |
| HOLOCOST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON DC | DC | 20024 | NONE | PC | SUPPORT FOR MUSEUM TEACHING ABOUT THE HOLOCAUST | $5,000 | |
| Children's Hospital Los Angeles | ||||||||
| 4650 W Sunset Blvd | Los Angeles | CA | 90027 | NONE | PC | SUPPORT OF Medical Services for Children | $30,000 | |
| LEO POLITI ELEMENTARY SCHOOL | ||||||||
| 2481 WEST 11TH STREET | LOS ANGELES | CA | 90006 | NONE | PC | SUPPORT OF EDUCATION | $5,000 | |
| Chrysalis | ||||||||
| 7395 N Palm Bluffs Ave Ste 106 | Fresno | CA | 93711 | NONE | PC | SUPPORT OF Adoption Services | $10,000 | |
| MATTHEW FORBES ROMER FOUNDATION | ||||||||
| 9858 GLADES ROAD | BOCA RATON | FL | 33434 | NONE | PC | SUPPORT OF MEDICAL RESEARCH FOR GENETIC BRAIN DISEASES | $5,000 | |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT TO ABOLISH HUNGER | $5,000 | |
| Crohn's & Colitis Foundation of America | ||||||||
| 733 Third Avenue Ste 510 | NEW YORK | NY | 10017 | NONE | PC | SUPPORT OF Medical RESEARCH | $5,000 | |
| Didi Hirsh Mental Health Services | ||||||||
| 4760 S Sepulveda Blvd | Culver City | CA | 90230 | NONE | PC | SUPPORT OF Mental Health & Substance Abuse services for the poor | $2,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $50,000 | |
| Equal Justice Initiative | ||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | NONE | PC | SUPPORT FOR the prevention of racial injustice | $5,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 3886 | New York | NY | 10163 | NONE | PC | SUPPORT for ending gun violence | $5,000 | |
| Facing History & Ourselves | ||||||||
| 16 Hurd Road | Brookline | MA | 02445 | NONE | PC | SUPPORT OF Prevention of Racism, prejudice & antisemitism | $10,000 | |
| SIERRA CLUB | ||||||||
| 3435 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PC | SUPPORT OF THE ENVIRONMENT | $5,000 | |
| Foundation of Orthopedics & Complex Spine | ||||||||
| 226 East 54th St Ste 306 | New York | NY | 10022 | NONE | PC | Support of Orthopedic care to underserved communities | $2,000 | |
| Greenpeace Fund | ||||||||
| 702 H Street Ste 300 | Washington | DC | 20001 | NONE | PC | SUPPORT FOR the environment | $5,000 | |
| SPECIAL OLYMPICS | ||||||||
| 1600 FORBES WAY | LONG BEACH | CA | 90810 | NONE | PC | SUPPORT OF YEAR ROUND ATHLETIC TRAINING FOR THE HANDICAPPED | $10,000 | |
| Habitat for Humanity | ||||||||
| 8739 Artesia Blvd | Bellflower | CA | 90706 | NONE | PC | Support for building of housing for the poor | $10,000 | |
| VENICE FAMILY CLINIC | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PC | SUPPORT OF MEDICAL CARE FOR THE POOR | $5,000 | |
| Harvard Business School | ||||||||
| Soldiers Field | Boston | MA | 02163 | None | PC | Support of Education | $1,000 | |
| Hope in a Suitcase | ||||||||
| 311 N Robertson Blvd | Beverly Hills | CA | 90211 | None | PC | Support for foster children | $10,000 | |
| Inner City Arts | ||||||||
| 720 Kohler Street | Los Angeles | CA | 90021 | None | PC | Support for providing arts programs to underprivileged children | $5,000 | |
| Israel Emergency Alliance | ||||||||
| 11766 Wilshire Blvd 9th Flr | Los Angeles | CA | 90025 | None | PC | Support of Israel around the world through education and fighting anti-semitism | $800 | |
| John Tracy Clinic | ||||||||
| 806 West Adams Blvd | Los Angeles | CA | 90007 | None | PC | Support for children with hearing loss | $1,000 | |
| Learning Ally | ||||||||
| 20 Roszel Road | Princeton | NJ | 08540 | None | PC | Support for students with print disabilities including blindness, visual impairment & dyslexia | $3,000 | |
| Los Angeles Parks Foundation | ||||||||
| 11975 San Vicente Blvd | Los Angeles | CA | 90049 | None | PC | support for the preservation of Los Angeles Parks | $3,000 | |
| Los Angeles Waterkeeper | ||||||||
| 120 Broadway Ste 105 | Santa Monica | CA | 90401 | None | PC | Support for preservation of Santa Monica Bay, San Pedro Bay & the adjacent waters | $6,000 | |
| Millenium Promise | ||||||||
| 475 Riverside Drive Ste 239 | New York | NY | 10115 | None | PC | support for the poor | $5,000 | |
| Museum of Tolerance | ||||||||
| 9786 W Pico Blvd | Los Angeles | CA | 90035 | None | PC | Support of education related to understanding the Holocaust | $20,000 | |
| National Multiple Sclerosis Society | ||||||||
| PO Box 4527 | New York | NY | 10163 | None | PC | Support of medical reserach for multiple sclerosis | $5,000 | |
| Native American Rights Fund | ||||||||
| 1506 Broadway | Boulder | CO | 80302 | None | PC | Support of Legal services for Indian Tribes | $2,500 | |
| No Limits for Deaf Children | ||||||||
| 9801 Washington Blvd 2nd Floor | Culver City | CA | 90232 | None | PC | Support for education of deaf children through theater and educational centers | $5,000 | |
| One on One Outreach | ||||||||
| 638 W 119th St | Los Angeles | CA | 90044 | None | PC | Support for low income families in South Central Los Angeles | $5,000 | |
| Planned Parenthood | ||||||||
| 123 William Street 10th Flr | New York | NY | 10038 | None | PC | Support of health care & sex education | $3,000 | |
| Quilts for Kids | ||||||||
| 494 Lincoln Highway | Fairless Hills | PA | 19030 | None | PC | Support for children with life-threatening illnesses | $5,000 | |
| St Jude Children's Research Hospital | ||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | PC | Support of Medical Research for Children | $5,500 | |
| The ALS Association | ||||||||
| 1275 K St NW 250 | Washington | DC | 20005 | None | PC | Support of Medical Reserach for ALS | $10,000 | |
| The Elie Wiesel Foundation for Humanity | ||||||||
| 555 Madison Ave 20th Flr | New York | NY | 10022 | None | PC | Support of youth sponsored programs to combat indifference, intolerance & injustice | $10,000 | |
| The Giving Spirit | ||||||||
| 11693 San Vicente Blvd 113 | Los Angeles | CA | 90049 | None | PC | Support for the homeless | $17,500 | |
| The Malala Fund | ||||||||
| PO Box 53347 | Washington | DC | 20009 | None | PC | Support of Education for underpriviledged girls | $5,000 | |
| The Richard Dawkins Foundation for Reason & Scienc | ||||||||
| 1012 14th St Ste 205 | Washington | DC | 20005 | None | PC | Support of Scientific Literacy | $3,000 | |
| UC Regents | ||||||||
| 1111 Franklin St 12th Floor | Oakland | CA | 94607 | None | PC | Support of Medical Research | $10,000 | |
| UCLA - Jonsson Cancer Center Foundation | ||||||||
| 8-684 Factor Building | Los Angeles | CA | 90095 | None | PC | Support of Medical Research | $20,000 | Box 751781 |
| UCLA - Stem Cell Reserach | ||||||||
| Box 957357 | Los Angeles | CA | 90095 | None | PC | Support of Stem Cell Research | $50,000 | |
| Union of Concerned Scientists | ||||||||
| 2 Brattle Square | Cambridge | MA | 02138 | None | PC | Support of the Environment | $2,500 | |
| Waterkeeper Alliance | ||||||||
| 180 Maiden Lane Ste 603 | New York | NY | 10038 | None | PC | Support of Clean Water | $5,000 | |
| Fairness & Accuracy in Reporting | ||||||||
| 124 W 30th St Ste 201 | New York | NY | 10001 | None | PC | Support of independent public broadcasting | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,206,610 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,518 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $862,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $929,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $929,500 | 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 | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,760 | Amt |
| Net Investment Income | $1,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,380 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942 (H)(2) REG. 53.4942(A)-3(D)(2), THE DAVE & SHEILA GOLD FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $557,601 AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $12,100,000 | EOYBookValueAmt |
| EOYFMV | $12,008,400 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,141,668 | EOYBookValueAmt |
| EOYFMV | $3,137,473 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $2,204,340 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,125,540 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS - INTEREST RECEIVABLE | $2 | $3 | $3 |
| JP MORGAN -INTEREST RECEIVABLE | $39 | $31 | $31 |
| I- BORROW FINANCE | $0 | $2,000,000 | $2,000,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | -$60 | -$60 |
| STATE FILING FEES | $85 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
Comments