MOSKOWITZ FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOSKOWITZ FAMILY FOUNDATION (EIN 46-5160772)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-08-25
- IRS object ID
- 201712379349100106
- 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
- Amortization Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-25T12:44:17-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954247846 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARRY S LEVINE ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BLVD 410 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465160772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOSKOWITZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOSK | BusinessNameControlTxt |
| Phone | 3105867626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BLVD SUITE 410 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY MOSKOWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105867626 | PhoneNum |
| Signature | 2017-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY S LEVINE | PreparerPersonNm |
| PTIN | P00366631 | PTIN |
| Phone | 3105867626 | 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 | $1,856,535 | 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 | $433,752 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,624 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,750 | 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 | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,541 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $219 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $163,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $252,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $519,785 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $252,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $252,124 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $226,483 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $210,972 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $543,771 | CorporateStockBOYAmt |
| Corporate Stock EOY | $755,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $746,394 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $561,460 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $645,705 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $647,045 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $7,283 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,969 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,632,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,884,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,856,535 | 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 | $1,632,299 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,884,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,632,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,884,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,632,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,884,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,632,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $252,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,884,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,884,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS POWER SOLUTIONS INTL | P | 2015-02-27 | 2016-02-23 | $4,537 | $28,009 | -$23,472 | -$23,472 |
| 400 SHS POWER SOLUTIONS INTL | P | 2015-07-29 | 2016-02-23 | $3,629 | $16,965 | -$13,336 | -$13,336 |
| 1,200 SHS ROYAL BANK OF CANADA | P | 2015-05-06 | 2016-02-24 | $33,235 | $34,434 | -$1,199 | -$1,199 |
| 1,000 SHS ROYAL BANK OF CANADA | P | 2015-05-07 | 2016-02-24 | $27,695 | $28,527 | -$832 | -$832 |
| 375 SHS GREAT LAKES DREDGING | P | 2015-05-05 | 2016-10-07 | $1,334 | $2,228 | -$894 | -$894 |
| 1,125 SHS GREAT LAKES DREDGING | P | 2015-05-06 | 2016-10-07 | $4,001 | $6,254 | -$2,253 | -$2,253 |
| 1,500 SHS GREAT LAKES DREDGING | P | 2015-05-15 | 2016-10-07 | $5,335 | $8,573 | -$3,238 | -$3,238 |
| 100 SHS PHILIP MORRIS INTERNATIONAL INC | D | 2016-03-18 | 2016-07-11 | $10,304 | $92 | $10,212 | $10,212 |
| 2,100 SHS PHILIP MORRIS INTERNATIONAL INC | D | 2016-03-18 | 2016-07-11 | $216,562 | $1,926 | $214,636 | $214,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $187,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,652,356 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $814,462 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.212410 | DistributionYr2Rt |
| Total Distribution | 0.326077 | TotalDistributionRt |
| Average Distribution | 0.163039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,780,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $290,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,129 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $292,377 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $163,519 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,259 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,741 | OverpaymentAmt |
| Applied To ES Tax | $1,741 | 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 | JEFFREY AND MADELEINE MOSKOWITZ | IndividualWithBooksNm |
| Phone | 3105867626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BLVD SUITE 410 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY MOSKOWITZ | ||||||||
| 2444 WILSHIRE BLVD SUITE 410 | SANTA MONICA | CA | 90403 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| MADELEINE MOSKOWITZ | ||||||||
| 2444 WILSHIRE BLVD SUITE 410 | SANTA MONICA | CA | 90403 | CFO/SECRETARY | 1.00 | $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 | $1,400,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,807,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,807,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,780,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,259 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,259 | TotalTaxAmt |
| Distributable Before Adj | $84,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $163,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $163,519 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $163,519 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $140,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $163,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $78,766 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $360,691 | 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 | $360,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $140,951 | ExcessFromYear2Amt |
| Excess From Year1 | $140,974 | ExcessFromYear1Amt |
| Excess From Current Year | $78,766 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY MOSKOWITZ | ContributingManagerNm |
| Contributing Manager | MADELEINE MOSKOWITZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ART DIVISION | ||||||
| 2418 WEST 6TH STREET | LOS ANGELES | CA | 90057 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 |
| BIG SUNDAY | ||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $35,000 |
| COLORADO COLLEGE | ||||||
| 14 E CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 |
| INSIGHTLA | ||||||
| 1430 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 |
| JUNIOR BLIND OF AMERICA | ||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90403 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 |
| LIBERTY HILL FOUNDATION | ||||||
| 6420 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $1,000 |
| LIFESAIL INC | ||||||
| 14045 PANAY WAY | MARINA DEL REY | CA | 90292 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $500 |
| LOS ANGELES DRAMA CLUB | ||||||
| 1210 S SYCAMORE AVE | LOS ANGELES | CA | 90019 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $5,000 |
| OAKWOOD SCHOOL | ||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $15,000 |
| PARTNERS IN HEALTH | ||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $10,000 |
| THE GREATER WEST HOLLYWOOD FOOD COALITION | ||||||
| 1106 N CAHUENGA BLVD | LOS ANGELES | CA | 90038 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $25,000 |
| UNIVERSITY OF PUGET SOUND | ||||||
| 1500 N WARNER ST | TACOMA | WA | 98416 | PUBLIC CHARITY | OPERATIONAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,500 | 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 | $21,162 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$35,234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,892 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEFFREY AND MADELEINE MOSKOWITZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2444 WILSHIRE BLVD SUITE 410 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $433,752 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,400 SHARES PHILIP MORRIS INTERNATIONAL INC | NoncashPropertyDesc |
| Fair Market Value | $433,752 | FairMarketValueAmt |
| Received | 2016-03-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2014-01-07 | AcquiredCompletedOrExpendedDt |
| Amortized | $11,569 | AmortizedAmt |
| Deduction For Prior Years | $4,286 | DeductionForPriorYearsAmt |
| Amortization Period | 60.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $2,314 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $6,600 | TotalAmortizationAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $645,705 | EOYBookValueAmt |
| EOYFMV | $647,045 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS AND STOCK ETF | StockNm |
| EOY Book Value | $755,253 | EOYBookValueAmt |
| EOYFMV | $746,394 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $226,483 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $210,972 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATION COSTS | Desc |
| BOY Book Value | $7,283 | BOYBookValueAmt |
| EOY Book Value | $4,969 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $134 | $0 | $134 |
| FILING FEES | $10 | $0 | $10 |
| CALIFORNIA REGISTRATION FEE | $75 | $0 | $75 |
| AMORTIZATION | $2,314 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $14,462 | Amt |
| Net Investment Income | $14,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX BASED ON INVESTMENT INCOME | $13,773 | $0 | $0 |
| FOREIGN TAXES | $1,541 | $1,541 | $0 |
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