KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH J & MARILYNN J FRIEDMAN FAMILY FOUNDATION (EIN 91-2147173)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-08-14
- IRS object ID
- 201712279349100601
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T22:33:37-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2017-08-15 | 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 |
| 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 | $69,379 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,002 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,002 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,422 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,424 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,860 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,290 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,769 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,326 | CashBOYAmt |
| Cash EOY | $27,483 | CashEOYAmt |
| Cash EOYFMV | $27,483 | CashEOYFMVAmt |
| Corporate Bonds BOY | $34,986 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,138 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,210 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,896 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $72,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,379 | 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 | $72,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $71,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $71,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20000 GE CAPITAL BONDS DUE 12-15-18 | P | 2009-12-07 | 2015-09-18 | $21,408 | $20,000 | $1,408 | $1,408 |
| 15000 MORGAN STANLEY BOND DUE 10-15-30 | P | 2010-11-22 | 2015-10-15 | $15,000 | $14,986 | $14 | $14 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,422 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,062 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.218751 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $107,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.250407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $20,919 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $131,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.159349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,870 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $153,193 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.201511 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,178 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.212356 | DistributionYr5Rt |
| Total Distribution | 1.042374 | TotalDistributionRt |
| Average Distribution | 0.208475 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $63,446 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,227 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,228 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,819 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1 | 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 | Yes (1) | 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 | 0.69 | $7,150 | $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 | $46,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $64,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $3,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,819 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,818 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $126,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,648 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $138,901 | 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 | $38,178 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,870 | ExcessFromYear4Amt |
| Excess From Year3 | $20,919 | ExcessFromYear3Amt |
| Excess From Year2 | $21,535 | ExcessFromYear2Amt |
| Excess From Year1 | $14,751 | ExcessFromYear1Amt |
| Excess From Current Year | $12,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 | $3,000 |
| 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 |
| CARONDELET CENTER | |||||||
| 11999 CHALON ROAD | LOS ANGELES | CA | 90149 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE STRRET | 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 | |||||||
| 17729 PLUMMER ST | NORTHRIDGE | CA | 91325 | 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 | |||||||
| 10850 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90024 | 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 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $250 |
| TEMPLE RAMAT ZION | |||||||
| 17655 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | N/A | EXEMPT | GENERAL OPERATING PURPOSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,002 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,422 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CONTRIBUTION | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,424 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF CLAUDE I HOWARD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20000 GE CAPITAL 4.65% 12-15-18 | $0 | $0 |
| 15000 MORGAN STANLEY MULTI 5/10 10/15/30 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2362.949 CENTER COAST MLP FOCUS | AT COST | $19,380 | $18,904 |
| 1700 LIBERTY ALLSTAR EQUITY FUND | AT COST | $10,029 | $8,534 |
| 1807.229 CENTER COAST MLP FOCUS | AT COST | $14,801 | $14,458 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES, SUPPLIES, MISC | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF CLAUDE I HOWARD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17615 TRAMONTO DR | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $23 | Amt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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