DART-L FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: DART-L FOUNDATION (EIN 95-4701699)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-15
IRS object ID: 201733199349101888
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
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-15T14:20:58-06:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	952399533	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	NSBN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1925 CENTURY PARK E FL 16	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	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	954701699	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Dart-L Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DART	BusinessNameControlTxt
Phone	2133551024	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4032 WILSHIRE BLVD 6TH FLOOR	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JACOB FRIEDMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2133551024	PhoneNum
Signature	2017-11-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kurt Kilwein	PreparerPersonNm
PTIN	P00109165	PTIN
Phone	3102732501	PhoneNum
Preparation	2017-11-09	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	198.101.121.169	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-11-09	IPDt
IP Tm	15:03:58	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	81A649538BF5E2D62DB6F929291E44D516C3C0B2	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	$224,683,029	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$10,228,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$5,207,961	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,212,863	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$701,443	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$55,931,385	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$20,004	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$20,004	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$14,754,522	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,232,867	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$50,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$15,300	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$35,200	AccountingFeesChrtblPrpsAmt
Other Prof Fees Net Invst Incm	$921	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$87,346	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,336	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$10	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,248,628	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,248,628	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,386,474	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,267,185	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$35,210	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$10,645,300	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$10,645,300	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$12,031,774	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,267,185	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$10,680,510	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,722,748	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,965,682	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$9,804,313	CashBOYAmt
Cash EOY	$6,114,439	CashEOYAmt
Cash EOYFMV	$6,114,439	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$6,283,153	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$9,255,870	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$9,255,870	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$2,047,511	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,991,434	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,968,304	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$99,422,208	CorporateStockBOYAmt
Corporate Stock EOY	$92,326,112	CorporateStockEOYAmt
Corporate Stock EOYFMV	$128,830,137	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$67,995,199	CorporateBondsBOYAmt
Corporate Bonds EOY	$76,940,795	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$74,544,779	CorporateBondsEOYFMVAmt
Mortgage Loans BOY	$316,911	MortgageLoansBOYAmt
Mortgage Loans EOY	$264,254	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$263,059	MortgageLoansEOYFMVAmt
Other Investments BOY	$1,931,037	OtherInvestmentsBOYAmt
Other Investments EOY	$2,627,532	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,706,441	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$187,800,332	TotalAssetsBOYAmt
Total Assets EOY	$190,520,436	TotalAssetsEOYAmt
Total Assets EOYFMV	$224,683,029	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	$187,800,332	RetainedEarningBOYAmt
Retained Earning EOY	$190,520,436	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$187,800,332	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$190,520,436	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$187,800,332	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$190,520,436	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$187,800,332	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,722,748	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$190,523,080	SubtotalAmt
Other Decreases	$2,644	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$190,520,436	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
CITIGROUP #18004	$1,500,262	$1,622,849	-$122,587	-$122,587
CITIGROUP #34004	$7,846,625	$9,657,834	-$1,811,209	-$1,811,209
CITIGROUP #10004	$11,833,906	$11,797,562	$36,344	$36,344
CITIGROUP #00004	$5,653,645	$4,757,862	$895,783	$895,783
B OF A FIF	$7,475,611	$7,553,423	-$77,812	-$77,812
B OF A SCH-LCV	$1,942,811	$1,523,706	$419,105	$419,105
B OF A #0850	$8,962,142	$9,304,861	-$342,719	-$342,719
UNION BANK #3180	$10,469,229	$10,414,731	$54,498	$54,498
B OF A #1170	$2		$2	$2
Capital Gains Dividends	$247,152		$247,152	$247,152	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$701,443	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$10,336,456	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$217,427,117	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.047540	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$10,575,080	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$213,666,904	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.049493	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$10,263,211	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$198,225,293	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.051775	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$8,963,151	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$183,632,949	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.048810	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$7,562,441	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$178,371,809	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.042397	DistributionYr5Rt
Total Distribution	0.240015	TotalDistributionRt
Average Distribution	0.048003	AverageDistributionRt
Net Vl Noncharitable Assets	$213,182,437	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$10,233,397	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$39,657	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$10,273,054	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$10,680,510	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	$39,657	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$39,657	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$39,657	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$79,610	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$40,000	AppliedToEsTaxAmt
Total Payments And Credits	$119,610	TotalPaymentsAndCreditsAmt
Overpayment	$79,953	OverpaymentAmt
Applied To ES Tax	$79,953	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	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ZAID PERVAIZ	IndividualWithBooksNm
Phone	2133551024	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4032 WILSHIRE BLVD 6TH FL	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90010	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 (2 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
JACOB FRIEDMAN
4032 WILSHIRE BLVD 16TH FLOOR	LOS ANGELES	CA	90010	PRESIDENT	5.00	$0	$0	$0
LEA FRIEDMAN
4032 WILSHIRE BLVD 16TH FLOOR	LOS ANGELES	CA	90010	VICE PRESIDENT	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	$201,836,182	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,592,688	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$216,428,870	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$216,428,870	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,246,433	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$213,182,437	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,659,122	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,659,122	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$39,657	TaxBasedOnInvestmentIncomeAmt
Total Tax	$39,657	TotalTaxAmt
Distributable Before Adj	$10,619,465	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$10,619,465	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$10,619,465	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$10,680,510	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$10,680,510	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$39,657	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$10,640,853	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,619,465	DistributableAsAdjustedAmt
Undistributed Income PY	$10,066,336	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$10,680,510	QualifyingDistributionsAmt
Applied To Year1	$10,066,336	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$614,174	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$10,005,291	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JACOB FRIEDMAN	ContributingManagerNm
Contributing Manager	LEA FRIEDMAN	ContributingManagerNm
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
ABRAHAM JOSHUA HESCHEL DAY SCHOOL
17701 DEVONSHIRE ST	NORTHRIDGE	CA	91325	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$100,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVE	BEL AIR	CA	90077	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$5,000
CONGREGATION KEHILAS YAAKOV
7211 BEVERLY BLVD	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$1,250
CONGREGATION TORAH V'CHESED
6407 WEST ORANGE STREET	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$100,000
CONGREGATION ZICHRON MOSHE
525 E COUNTY LINE ROAD	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$16,000
DE TOLEDO HIGH SCHOOL
22622 VANOWEN ST	WEST HILLS	CA	91307	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$10,000
HACHNASAS KALLAH OF LOS ANGELES
4929 WILSHIRE BLVD	LOS ANGELES	CA	90010	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$1,000
JEWISH COMMUNITY FOUNDATION
6505 WILSHIRE BLVD STE 1200	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$10,310,000
MERCAZ BETH JACOB IN ERETZ YISROEL
324 AVENUE I	BROOKLYN	NY	11230	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$25,000
SOCIETY FOR ADOLESCENT HEALTH AND MEDICINE
ONE PARKVIEW PLAZA SUITE 800	OAKBROOK TERRACE	IL	60181	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$25,000
STAND WITH US
3710 ROBERTSON BLVD 205	LOS ANGELES	CA	90034	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$7,500
TOMCHAI TORAH BERETZ YISRAEL
PO BOX 17	MONSEY	NY	10952	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$27,200
YAVNEH FAMILY SERVICES
5353 WEST THIRD STREET	LOS ANGELES	CA	90020	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$3,350
YAVNEH HEBREW ACADEMY
5353 WEST 3RD STREET	LOS ANGELES	CA	90020	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$5,000
YESHIVA OHEV SHALOM
525 S FAIRFAX AVE	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$4,000
YESHIVA UNIVERSITY
500 WEST 185TH STREET	NEW YORK	NY	10033	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$10,645,300	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	$5,207,961	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$20,004	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$701,443	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,526,522	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,526,522	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
JACOB AND LEA FRIEDMAN
1	4032 WILSHIRE BLVD 6TH FLOOR	LOS ANGELES	CA	90010	$5,000,000	Yes (X)
CONGREGATION TORAH V'CHESED
2	6407 ORANGE STREET	WEST HOLLYWOOD	CA	90048	$228,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$50,500	Amt
Net Investment Income	$15,300	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$35,200	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Part VII-A, Line 12	FormAndLineReferenceDesc
Medium Explanation	RECIPIENT: THE JEWISH COMMUNITY FOUNDATION AMOUNT TREATED AS QUALIFYING DISTRIBUTION $10,310,000HOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE: THE DART-L FOUNDATION CONTRIBUTED $10,310,000 TO THE JEWISH COMMUNITY FOUNDATION OF LOS ANGELES, WHICH MAINTAINS DONOR ADVISED FUNDS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. THE JEWISH COMMUNITY FOUNDATION OF LOS ANGELES WAS FOUNDED IN 1954 AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A 501(C)(3) CHARITABLE ORGANIZATION. IT IS THE LARGEST MANAGER OF CHARITABLE ASSETS AND THE LEADER IN PLANNED LIVING SOLUTIONS FOR GREATER LOS ANGELES JEWISH PHILANTHROPISTS. THE FOUNDATION CURRENTLY MANAGES $797 MILLION OF ASSETS AND RANKS AMONG THE ELEVEN LARGEST LOS ANGELES FOUNDATIONS. IN 2016 THE FOUNDATION AND ITS MORE THAN 1,000 DONORS DISTRIBUTED $53 MILLION IN GRANTS TO HUNDREDS OF NONPROFIT ORGANIZATIONS WITH PROGRAMS THAT SPAN THE RANGE OF PHILANTHROPIC GIVING. THE FOUNDATION'S OFFICER, BOARD OF TRUSTEES, ADVISORY BOARD AND COMMITTEES ARE COMPRISED OF INDIVIDUALS WITH EXPERTISE IN BROAD AND DIVERSE AREAS INCLUDING PHILANTHROPY, FINANCE, LAW, BUSINESS, REAL ESTATE, MARKETING, INVESTMENTS AND MORE. THE FOUNDATION LEADERSHIP ASSESSES AND GUIDES THE ACTIVITIES OF THE FOUNDATION ON AN ONGOING BASIS TO ENSURE EFFICIENCY AND TRANSPARENCY, AND TO FACILITATE ITS PHILANTHROPIC MISSION AND GOALS. THE JEWISH COMMUNITY FOUNDATION OPERATES WITH THE HIGHEST DEGREE OF EFFICIENCY, OFFERS PRUDENT MONEY MANAGEMENT FOR LONG-TERM GROWTH AND PRESERVATION OF CAPITAL. NUMEROUS PROMINENT EXPERTS FROM THE COMMUNITY SERVE ON ITS BOARD OF TRUSTEES AND INVESTMENT COMMITTEE.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
U.S. CORPORATE BONDS	$67,620,639	$65,417,487
FOREIGN CORP. BONDS	$9,320,156	$9,127,292

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CORPORATE STOCK U.S.	$78,120,484	$114,780,854
CORPORATE STOCK FOREIGN	$14,205,628	$14,049,283

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,991,434	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,968,304	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
OTHER DEBT SECURITIES	AT COST	$241,979	$240,885
REIT INVESTMENTS	AT COST	$1,349,422	$1,425,842
FOREIGN GOVT. BONDS	AT COST	$500,000	$504,564
COMMODITIES	AT COST	$536,131	$535,150

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$2,644	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT MANGEMENT FEES	Desc
Revenue And Expenses Per Books	$1,248,628	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1,248,628	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$20,004	RevenueAndExpensesPerBooksAmt
Net Investment Income	$20,004	NetInvestmentIncomeAmt
Adjusted Net Income	$20,004	AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES	$10	$0	$10
FOREIGN TAXES	$2,336	$2,336	$0
FEDERAL TAXES	$85,000	$0	$0