PLATT FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-11
- IRS object ID
- 201741929349100009
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-11T12:06:29-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | 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 | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2017-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.186.35.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-10 | IPDt |
| IP Tm | 11:03:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9C10BE61D25E315D3C70BCF97B7FFDFBFC33783 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 46B8563FC91A3595C14D3D6C677F7172A9AF6B38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,237,126 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $42,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,785 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $566,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,930 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,411 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,411 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $815 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,866 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $528,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $536,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,866 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,064 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,488 | CashBOYAmt |
| Cash EOY | $17,253 | CashEOYAmt |
| Cash EOYFMV | $17,253 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,516 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,121,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,176,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,176,670 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,197,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,237,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,237,126 | 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 | $1,197,553 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,237,126 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,197,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,237,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,197,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,237,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,197,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,781 | OtherIncreasesAmt |
| Subtotal | $1,237,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,237,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $541,699 | $516,281 | $25,418 | $25,418 |
| CAPITAL GAINS DIVIDENDS | P | $727 | $727 | $727 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,145 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,324,316 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077852 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,381,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051968 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $623,524 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $970,848 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.642247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,922 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,024,629 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067265 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,510 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,028,139 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051073 | DistributionYr5Rt |
| Total Distribution | 0.890405 | TotalDistributionRt |
| Average Distribution | 0.178081 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,108,002 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $197,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $611 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,925 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $529,600 | 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 | $611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,031 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,031 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,420 | OverpaymentAmt |
| Applied To ES Tax | $2,420 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $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 | $984,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,124,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,124,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,108,002 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $611 | TotalTaxAmt |
| Distributable Before Adj | $54,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $611 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $528,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,734 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $628,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,230 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,661 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $692,184 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $474,811 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,166,995 | 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 | $2,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,164,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,734 | ExcessFromYear4Amt |
| Excess From Year3 | $628,830 | ExcessFromYear3Amt |
| Excess From Year2 | $4,230 | ExcessFromYear2Amt |
| Excess From Year1 | $37,661 | ExcessFromYear1Amt |
| Excess From Current Year | $474,811 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NEW YORK UNIVERSITY | ||||||
| 25 WEST FOURTH STREET 5TH FLOOR | NEW YORK | NY | 10012 | GOV | GENERAL SUPPORT | $200,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 801 SPRUCE ST | PHILADELPHIA | PA | 19107 | GOV | GENERAL SUPPORT | $190,000 |
| CAMP RAMAH IN CALIFORNIA | ||||||
| 17525 VENTURA BLVD 201 | ENCINO | CA | 91316 | PC | GENERAL SUPPORT | $48,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| 123 WILLIAM STREET NO 10 FL | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $22,000 |
| UCSF FOUNDATION | ||||||
| LOCKBOX 45339 | SAN FRANCISCO | CA | 94145 | PC | GENERAL SUPPORT | $15,000 |
| NATIONAL MS SOCIETY | ||||||
| 5150 W GOLDLEAF CIRCLE SUITE 400 | LOS ANGELES | CA | 90056 | PC | GENERAL SUPPORT | $9,000 |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | GENERAL SUPPORT | $9,000 |
| EVERYTOWN FOR GUN SAFETY | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $9,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||
| 1640 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $9,000 |
| ACLU FOUNDATION | ||||||
| 1313 WEST EIGHTH STREET | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $9,000 |
| THE JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL SUPPORT | $5,000 |
| LIFE VEST INSIDE | ||||||
| 2101 OCEAN PKWY | BROOKLYN | NY | 11223 | PC | GENERAL SUPPORT | $1,800 |
| SAVE THE CHILDREN | ||||||
| 501 KINGS HIGHWAY E SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL SUPPORT | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,000 | 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 | $42,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,438 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,438 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC & JULIE PLATT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | 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 | $3,200 | Amt |
| Net Investment Income | $640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACUTI BRANDS INC | $5,772 | $5,772 |
| BE AEROSPACE INC | $9,149 | $9,149 |
| CAMBREX CORP | $6,798 | $6,798 |
| CAMDEN PROPERTY TRUST | $6,389 | $6,389 |
| CARTERS | $5,443 | $5,443 |
| CHURCH & DWIGHT CO INC | $6,010 | $6,010 |
| CINTAS CORP | $8,089 | $8,089 |
| COGNEX CORP | $10,179 | $10,179 |
| COOPER CO INC | $6,473 | $6,473 |
| CORE LABORATORIES N V | $6,842 | $6,842 |
| DORMAN PRODUCTS, INC | $8,913 | $8,913 |
| EQUIFAX INC | $6,148 | $6,148 |
| FS NETWORKS INC | $8,539 | $8,539 |
| FACTSET RESEARCH SYSTEMS INC | $6,864 | $6,864 |
| FOOT LOCKER INC | $8,507 | $8,507 |
| G III APPAREL GROUP | $4,138 | $4,138 |
| GENPACT LTD | $6,207 | $6,207 |
| HAJN CELESTIAL GROUP INC | $5,152 | $5,152 |
| HASBRO INC | $6,223 | $6,223 |
| HENRY SCHEIN INC | $5,765 | $5,765 |
| INTL FLAVORS & FRAGANCES | $6,245 | $6,245 |
| IPG PHOTONICS CORP | $8,489 | $8,489 |
| JACK HENRY & ASSOC INC | $6,925 | $6,925 |
| JB HUNT TRANS SERV | $7,863 | $7,863 |
| LENNOX INTL INC | $7,046 | $7,046 |
| MANHATTAN ASSOC INC | $5,515 | $5,515 |
| MASCO CORP | $6,640 | $6,640 |
| METTLER TOLEDO INTL | $7,534 | $7,534 |
| MIDDLEBY CORP DEL | $7,600 | $7,600 |
| MONOLITHIC PWR SYSTEMS INC | $7,046 | $7,046 |
| PAREXEL INTL CORP | $6,835 | $6,835 |
| RAYMOND JAMES FINCL INC | $9,559 | $9,559 |
| RESMED INC | $6,701 | $6,701 |
| ROBERT HALF INT | $8,585 | $8,585 |
| SCRIPPS NETWORKS INTERAC CL A | $7,565 | $7,565 |
| SIGNATURE BANK | $8,111 | $8,111 |
| SNAP ON INC | $7,193 | $7,193 |
| SYNOP[SYS INC | $7,416 | $7,416 |
| TEXAS ROADHOUSE INC CL A | $7,140 | $7,140 |
| VCA ANTECH INC | $6,865 | $6,865 |
| ABBOTT LABORATORIES | $5,377 | $5,377 |
| ABBVIE INC COM | $9,518 | $9,518 |
| AT&T INC | $8,464 | $8,464 |
| BB & T CORP | $6,865 | $6,865 |
| BCE INC | $2,205 | $2,205 |
| BK MONTREAL | $5,394 | $5,394 |
| CISCO SYS INC | $10,275 | $10,275 |
| CME GROUP INC | $5,652 | $5,652 |
| COACH INC | $6,269 | $6,269 |
| COVANTA HOLDINGS CORP | $1,981 | $1,981 |
| CRACKER BARREL OLD CTRY STORE | $7,180 | $7,180 |
| CROWN CASTLE INTL CORP | $5,900 | $5,900 |
| DIGITAL REALTY TRUST INC | $7,664 | $7,664 |
| DOMTAR CORPORATION NEW | $5,620 | $5,620 |
| DUPONT FABROS TECHNOLOGY INC | $2,987 | $2,987 |
| EATON CORP PLC SHS | $4,831 | $4,831 |
| GENERAL ELECTRIC CO | $8,500 | $8,500 |
| GLAXOSMITHKLINE PLC ADS | $7,086 | $7,086 |
| HOSPITALITY PPTYS TR COM SBI | $6,062 | $6,062 |
| INTL BUSINESS MACHINES CORP | $5,810 | $5,810 |
| JOHNSON & JOHNSON | $9,447 | $9,447 |
| JOHNSON CTLS INTL PLC | $6,549 | $6,549 |
| L BRANDS INC COM | $4,477 | $4,477 |
| LAMAR ADVERTISING CO NEW CL A | $5,715 | $5,715 |
| LYONDELLBASELL WV CL-A | $6,948 | $6,948 |
| MERCK & INC NEW COM | $9,478 | $9,478 |
| MICROCHIP TECHNOLOGY INC | $8,789 | $8,789 |
| NOVARTIS AG ADR | $4,516 | $4,516 |
| OMEGA HEALTHCARE INV INC | $2,376 | $2,376 |
| ONEOK INC | $13,147 | $13,147 |
| PACWEST BANCORP | $3,811 | $3,811 |
| PEMBINA PIPELINE CORP COM | $2,600 | $2,600 |
| PFIZER INC | $8,250 | $8,250 |
| PLAINS GP HLDGS LP | $8,601 | $8,601 |
| PROCTER & GAMBLE | $5,549 | $5,549 |
| QUALCOMM INC | $10,823 | $10,823 |
| SPECTRA ENERGY CORP COM | $9,574 | $9,574 |
| TORONTO DOM BK | $6,217 | $6,217 |
| UNITED PARCEL SER INC CL-B | $5,388 | $5,388 |
| VENTAS INC | $5,314 | $5,314 |
| VERIZON COMMUNICATIONS | $3,577 | $3,577 |
| VODAFONE GROUP PLC | $7,060 | $7,060 |
| WESTERN DIGITAL CORPORATION | $8,018 | $8,018 |
| WEYERHAEUSER CO | $8,245 | $8,245 |
| BARCLAYS BK PLC AUTOCLL LKD 25 | $67,500 | $67,500 |
| CREDIT SUISSE AG AUTOCAL SX5E20 | $30,360 | $30,360 |
| JPM TRIGGER AUTOCALLABLE OPTIMIZATION SECURITIES ON GM | $54,000 | $54,000 |
| JPMORGAN CHASE & CO AUTOCLL LKD 25 | $94,500 | $94,500 |
| MS TAOS SX5E | $124,278 | $124,278 |
| UBS AG LONDON BRANCH AUTOCLL LKD 25 | $89,700 | $89,700 |
| UBS AG LONDON BRANCH TRIGGER PHX AUTOCALLABLE OPT | $89,900 | $89,900 |
| UBS TRIGGER AUTOCALLABLE OPTIMIZATION SECURITIES ON SX5E | $53,850 | $53,850 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $9,781 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $5,411 | Amt |
| Net Investment Income | $5,411 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $35 | $0 | $0 |
| FOREIGN TAX | $0 | $815 | $0 |
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