ALPERT & ALPERT FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ALPERT & ALPERT FOUNDATION (EIN 23-7388729)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201711369349100101
- Schema version
- 2015v3.0
- 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 | 2017-05-15T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 TOWN CENTER DRIVE SUITE 1000 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237388729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPERT & ALPERT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALPE | BusinessNameControlTxt |
| Phone | 3232654040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 S SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD FARBER | PersonNm |
| Person Title | V.P. / DIRECTOR | PersonTitleTxt |
| Phone | 3232654040 | PhoneNum |
| Signature | 2017-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHARINE BOWLES | PreparerPersonNm |
| PTIN | P00545821 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,303,894 | 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 | $619,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $445 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $445 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $619,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445 | 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 |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,425 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $388 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,238 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $436,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $182,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,089 | CashBOYAmt |
| Cash EOY | $20,089 | CashEOYAmt |
| Cash EOYFMV | $20,089 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,096,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,283,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,283,805 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $5,117,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,303,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,303,894 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,197 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,197 | 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 | $5,115,890 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,303,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,115,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,303,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,117,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,303,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,115,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $182,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,197 | OtherIncreasesAmt |
| Subtotal | $5,303,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,303,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | N/A | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Applied To Es Tax | $30 | AppliedToEsTaxAmt |
| Total Payments And Credits | $30 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | 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 |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RAJIV REDDY | IndividualWithBooksNm |
| Phone | 3232654040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 S SOTO STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90023 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAKE FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | PRES/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALAN ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | V.P. / DIRECTOR | 0.00 | $0 | $0 | $0 |
| HOWARD FARBER | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | V.P. / DIRECTOR | 0.00 | $0 | $0 | $0 |
| RAYMOND ALPERT | ||||||||
| 1815 S SOTO STREET | LOS ANGELES | CA | 90023 | SEC/TREAS/DIRECTOR | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,398,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,398,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,398,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,317,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,853 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $265,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $435,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $435,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $727,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $724,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $800,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $928,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,181,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $435,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $265,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $169,360 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,350,460 | 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 | $3,350,460 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $727,500 | ExcessFromYear4Amt |
| Excess From Year3 | $724,600 | ExcessFromYear3Amt |
| Excess From Year2 | $800,100 | ExcessFromYear2Amt |
| Excess From Year1 | $928,900 | ExcessFromYear1Amt |
| Excess From Current Year | $169,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | ||||||
| 5670 WILSHIRE BLVD SUITE 1590 | LOS ANGELES | CA | 90036 | PC | GENERAL PURPOSE | $1,000 |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS | ||||||
| 601 S FIGUEROA ST FL 4 | LOS ANGELES | CA | 90017 | PC | GENERAL PURPOSE | $2,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 900255031 | PC | GENERAL PURPOSE | $1,250 |
| BJE - MARCH OF THE LIVING | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $1,000 |
| BUILDERS OF JEWISH EDUCATION | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $5,000 |
| CAMP RAMAH CALIFORNIA | ||||||
| 17525 VENTURA B 201 | ENCINO | CA | 91316 | PC | GENERAL PURPOSE | $4,000 |
| CONCERN FOUNDATION | ||||||
| 1026 S ROBERTSON BLVD SUITE 300 | LOS ANGELES | CA | 90035 | PC | GENERAL PURPOSE | $8,800 |
| CONGREGATION SHIR HA-MA'A LOT | ||||||
| 3652 MICHELSON DR | IRVINE | CA | 926121727 | PC | GENERAL PURPOSE | $98,333 |
| DE TOLEDO HIGH SCHOOL | ||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | PC | GENERAL PURPOSE | $60,000 |
| FRIENDS OF SHEBA MEDICAL CENTER | ||||||
| 9465 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | PC | GENERAL PURPOSE | $1,000 |
| GABRIELLA AXELROD FOUNDATION | ||||||
| 2955 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | GENERAL PURPOSE | $1,250 |
| HESCHEL DAY SCHOOL | ||||||
| 17701 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | PC | GENERAL PURPOSE | $40,000 |
| INTERNATIONAL MEDICAL CORP | ||||||
| 1919 SANTA MONICA BLVD STE 300 | SANTA MONICA | CA | 90404 | PC | GENERAL PURPOSE | $1,000 |
| JEWISH FAMILY SERVICES | ||||||
| 3580 WILSHIRE BLVD 7TH FLOOR | LOS ANGELES | CA | 90010 | PC | GENERAL PURPOSE | $5,000 |
| JEWISH FEDERATION | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $500 |
| JEWISH FEDERATION & FAMILY SERVICES | ||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | PC | GENERAL PURPOSE | $50,000 |
| JEWISH FEDERATION OF LOS ANGELES | ||||||
| PO BOX 54269 TERMINAL ANNEX | LOS ANGELES | CA | 900540269 | PC | GENERAL PURPOSE | $23,500 |
| JEWISH FEDERATION DONOR ADVISED FUNDS | ||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 94105 | PC | GENERAL PURPOSE | $50,000 |
| JEWISH VOCATION SERVICE | ||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $1,000 |
| JEWISH WORLD WATCH | ||||||
| 17514 VENTURA BLVD SUITE 206 | ENCINO | CA | 91316 | PC | GENERAL PURPOSE | $1,000 |
| LA JEWISH HOME FOR THE AGING | ||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | PC | GENERAL PURPOSE | $1,800 |
| LUNG CANCER FOUNDATION OF AMERICA | ||||||
| 15 S FRANKLIN ST | NEW ULM | MN | 57073 | PC | GENERAL PURPOSE | $1,000 |
| MOTHER'S CLUB FAMILY LEARNING CENTER | ||||||
| 980 N FAIR OAKS AVE | PASADENA | CA | 91103 | PC | GENERAL PURPOSE | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90056 | PC | GENERAL PURPOSE | $1,000 |
| OPCC | ||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | PC | GENERAL PURPOSE | $1,000 |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | PC | GENERAL PURPOSE | $1,700 |
| PARDES INSTITUTE OF JEWISH STUDIES | ||||||
| 5 WEST 37TH ST SUITE 802 | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $1,267 |
| PIECE BY PIECE | ||||||
| 1317 E 7TH ST | LOS ANGELES | CA | 90021 | PC | GENERAL PURPOSE | $3,200 |
| PIECE BY PIECE | ||||||
| 1317 E 7TH ST | LOS ANGELES | CA | 90021 | PC | GENERAL PURPOSE | $2,000 |
| RAVSAK | ||||||
| 254 WEST 54TH ST 11TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL PURPOSE | $20,000 |
| STANFORD UNIVERSITY | ||||||
| 326 GALVEX STREET | STANFORD | CA | 94305 | PC | GENERAL PURPOSE | $1,000 |
| THE CHASE FOUNDATION | ||||||
| 23920 LINDEN TERRACE | CALABAS | CA | 91302 | PC | GENERAL PURPOSE | $1,000 |
| THE GOOD PEOPLE FUND | ||||||
| 384 WYOMING AVE | MILBURN | NJ | 070412127 | PC | GENERAL PURPOSE | $1,000 |
| THE JEWISH FEDERATION | ||||||
| PO BOX 54269 | LOS ANGELES | CA | 900540269 | PC | GENERAL PURPOSE | $29,000 |
| THE JEWISH FEDERATION | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL PURPOSE | $5,000 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 914362951 | PC | GENERAL PURPOSE | $6,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $445 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $445 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445 | 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 | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,425 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $160 | $0 | $0 | $160 |
| BANK FEES | $228 | $0 | $0 | $228 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5,197 | Amt |
Comments