BROTMAN FOUNDATION OF CALIFORNIA: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BROTMAN FOUNDATION OF CALIFORNIA (EIN 95-6094639)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201603169349100730
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T11:15:46-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952399533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956094639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROTMAN FOUNDATION OF CALIFORNIA | BusinessNameLine1Txt |
| Business Name Line2 | C/O NSBN LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROT | BusinessNameControlTxt |
| Phone | 3103128221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST NO 1600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B SHERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103128221 | PhoneNum |
| Signature | 2016-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B BURTON CPA | PreparerPersonNm |
| PTIN | P00253372 | PTIN |
| Phone | 3104771400 | PhoneNum |
| Preparation | 2016-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 | $5,906,037 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $160,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,167 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,599 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $944,818 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,599 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $276,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $276,766 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $81,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,140 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $8,140 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $73,260 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,143 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $914 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $914 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,229 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,060 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $10,060 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,845 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $36,845 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,959 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $358,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $358,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $496,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,959 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $440,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$219,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,390 | CashBOYAmt |
| Cash EOY | $44,054 | CashEOYAmt |
| Cash EOYFMV | $44,054 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $374,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,575 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,541,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,359,110 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,558,408 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,926,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,706,739 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,906,037 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,926,326 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,706,739 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,926,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,706,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,926,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,706,739 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,926,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$219,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,706,739 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,706,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS THROUGH SCHWAB | P | 2014-12-19 | 2015-06-19 | $41,735 | $39,372 | $2,363 | $2,363 |
| VARIOUS THROUGH SCHWAB | P | 2010-04-29 | 2015-01-22 | $894,586 | $788,847 | $105,739 | $105,739 |
| CAPITAL GAINS DIVIDENDS | P | $8,497 | $8,497 | $8,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,599 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $357,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,276,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $409,281 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,048,044 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $313,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,841,186 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053691 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,313 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,843,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075183 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $435,699 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,744,644 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075844 | DistributionYr5Rt |
| Total Distribution | 0.329385 | TotalDistributionRt |
| Average Distribution | 0.065877 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,083,378 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $400,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $402,963 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $440,394 | 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 | $2,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $4,576 | OverpaymentAmt |
| Applied To ES Tax | $4,576 | 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 | NSBN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103128221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL B SHERMAN | ||||||||
| 11845 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | PRESIDENT | 5.00 | $22,200 | $0 | $0 |
| TONI BROTMAN WALD | ||||||||
| 11845 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | DIRECTOR | 5.00 | $22,200 | $0 | $0 |
| ALEXIS WALD | ||||||||
| 11845 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | SECRETARY | 5.00 | $20,350 | $0 | $0 |
| ALISON ROVEN | ||||||||
| 11845 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | VICE PRESIDENT | 5.00 | $16,650 | $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 | $5,806,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $369,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,176,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,176,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,083,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,208 | TotalTaxAmt |
| Distributable Before Adj | $301,961 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $301,961 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $301,961 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $440,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $440,394 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $438,186 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $301,961 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $94,713 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $284,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $440,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $301,961 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,433 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $423,142 | 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 | $423,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $94,713 | ExcessFromYear4Amt |
| Excess From Year3 | $25,927 | ExcessFromYear3Amt |
| Excess From Year2 | $113,559 | ExcessFromYear2Amt |
| Excess From Year1 | $50,510 | ExcessFromYear1Amt |
| Excess From Current Year | $138,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LUCY OKABAYASHI CO BROTMAN FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST 16TH FL | AddressLine1Txt |
| City | LOS ANGLES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3103128238 | RecipientPhoneNum |
| Form And Info And Materials | PREFER INITIAL LETTER OF SUBMISSION OR REQUEST OUTLINING THE PROJECT. IF ADDITIONAL INFORMATION IS NEEDED, IT WILL BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, ACCEPTED ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | FAVOR SO. CALIFORNIA AREA AND GRANTS RELATING TO CHILDREN, ARTS, EDUCATION, MEDICAL AND THE ENVIRONMENT. ADWARDS LIMITED TO IRC SECTION 501 (C)(3) ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AIDS SEVICES FOUNDATION | ||||||||||||
| 17982 SKY PARK CIRCLE SUITE J | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| AM FRIENDS OF THE ISRAEL MUSEUM | ||||||||||||
| 315 S BEVERLY DRIVE STE 214 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| BABY 2 BABY | ||||||||||||
| 6435 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| CENTER THEATRE GROUP | ||||||||||||
| 9820 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| CHILDREN OF THE NIGHT | ||||||||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||||
| DANIEL PEARL FOUNDATION | ||||||||||||
| 2365 WESTWOOD BLVD STE 21 | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| DREAM CENTER | ||||||||||||
| 2301 BELLEVUE AVE | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| ENGAGE | ||||||||||||
| NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | 35-47 BETHNAL GREEN RD | LONDON | ENGLAND | UK | E1 6LA | ||||
| EXCEPTIONAL CHILDRENS FDN | ||||||||||||
| 8740 WASHINGTON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| GEFFEN PLAYHOUSE | ||||||||||||
| 10886 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||||
| HAMMER MUSEUM | ||||||||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | UNRESTRICTED | $35,000 | |||||
| HEART VIOLENCE INTERVENTION PROGRAMS | ||||||||||||
| 1721 GRIFFIN AVE | LOS ANGELES | CA | 90031 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| HEART OF LOS ANGELES | ||||||||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| HERMANDAD MEXICAN NACIONAL | ||||||||||||
| 2714 W PICO BLVD | LOS ANGELES | CA | 90006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| HOLLYGROVE | ||||||||||||
| 815 N EL CENTRO AVE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| INVERTIGO DANCE THEATRE | ||||||||||||
| 11166 LUCERNE AVE | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| KEEP YOUTH DOING SOMETHING | ||||||||||||
| 7026 SOPHIA AVE | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| LA COUNTY MUSEUM OF ART | ||||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET 11TH FL | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| NEW VILLAGE CHARTER SCHOOL | ||||||||||||
| 147 NORTH OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| OCEANA | ||||||||||||
| 120 W 49TH ST | NEW YORK | NY | 10020 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| PROJECT ANGEL FOOD | ||||||||||||
| 922 VINE ST | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| SANTA MONICA MUSEUM | ||||||||||||
| 10250 CONSTELLATION BLVD STE 220 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 | |||||
| SHOES THAT FIT | ||||||||||||
| 1420 N CLAREMONT BLVD STE 204A | CLARMONT | CA | 91711 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| SOL-LA MUSIC ACADEMY | ||||||||||||
| 1812 STANFORD ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| ST JUDE CHLDREN'S RESEARCH HOSPITAL | ||||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,500 | |||||
| STARLIGHT CHILDREN'S FOUNDATION | ||||||||||||
| 2049 CENTURY PARK EAST ST 4320 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 | |||||
| THE RAPE FOUNDATION | ||||||||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| TONY HAWK FOUNDATION | ||||||||||||
| 1611-A-S MELROSE DR 360 | VISTA | CA | 92081 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,500 | |||||
| UCP WHEELS FOR HUMANITY | ||||||||||||
| 12750 RAYMER ST | NORTH HOLLYWOOD | CA | 91605 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| WHITE HEART FOUNDATION | ||||||||||||
| PO BOX 1911 | AGOURA HILLS | CA | 91376 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| UCLALUSKIN SCHOOL | ||||||||||||
| 3250 PUBLIC AFFAIRS BLDG BOX 951656 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||||
| OXFAR AMERICA | ||||||||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15,000 | |||||
| RANCHO MIRAGE WRITERS FESTIVAL | ||||||||||||
| 71-100 HIGHWAY 111 | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| HOLLYWOOD POLICE ATHLETIC LEAGUE | ||||||||||||
| 2311 NORTH 23 AVE | HOLLYWOOD | FL | 33020 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| NATIONAL CHILDRENS CANCER SOCIETY | ||||||||||||
| 500 N BROADWAY ST 1850 | SAINT LOUIS | MO | 63102 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| AHEAD WITH HORSES | ||||||||||||
| 10157 JOHANNA AVE | SHADOW HILLS | CA | 91040 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| UNITED FRIENDS OF THE CHILDREN | ||||||||||||
| 1055 WILSHIRE BLVD STE 1955 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| SEQUEYAH SCHOOL | ||||||||||||
| 535 SOUTH PASADENA AVE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| TOLUCA BASEBALL | ||||||||||||
| 10844 ACAMA ST | NORTH HOLLYWOOD | CA | 91602 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| PS ARTS | ||||||||||||
| 6701 CENTER DR W STE 550 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| BEYOND BATTEN DISEASE FOUNDATION | ||||||||||||
| PO BOX 50221 | AUSTIN | TX | 76763 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||||
| FIVE ACRES | ||||||||||||
| 867 NORTH FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |||||
| WATTS HEALTHCARE | ||||||||||||
| 10300 COMPTON AVE | LOS ANGELES | CA | 90002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| RONALD MCDONALD HOUSE CHARITIES | ||||||||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| JUNIOR BLIND | ||||||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| JEWISH FAMILY SERVICES | ||||||||||||
| 4311 WILSHIRE BLVD STE 211 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| PROYETCO PASTORAL OF DELORES MISSION | ||||||||||||
| 135 N MISSION RD | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| UNIVERSITY OF SOUTH FLORIDA | ||||||||||||
| 4202 EAST FOWLER AVE | TAMPA | FL | 33620 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| RUCKUS ROOTS | ||||||||||||
| PO BOX 411064 | LOS ANGELES | CA | 90041 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| LUPUS LA | ||||||||||||
| 8383 WILSHIRE BLVD | LOS ANGELES | CA | 90211 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |||||
| PEGGY ALHRECHT FRIENDLY HOUSE | ||||||||||||
| 347 S NORMANDIE AVE | LOS ANGELES | CA | 90020 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| LOS ANGELES NEIGHBORHOOD LAND TRUST | ||||||||||||
| 315 W 9TH ST | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| A PLACE CALLED HOME | ||||||||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| UNUSUAL SUSPECTS | ||||||||||||
| 3719 VERDUGO ROAD | LOS ANGELES | CA | 90065 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| JUVENILE DIABETES | ||||||||||||
| 26 BROADWAY 14TH FL | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | UNRESTRICTED | $7,500 | |||||
| CASA | ||||||||||||
| 22 EAST CHURCH ST STE 324 | MARTINSVILLE | VA | 24112 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| THE LAUREL FOUNDATION | ||||||||||||
| 75 S GRAND AVE | PASADENA | CA | 91105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |||||
| CAN DO MULTIPLE SCLEROSIS | ||||||||||||
| PO BOX 5860 | AVON | CO | 81520 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |||||
| KIDS COMMUNITY DENTAL CLINIC | ||||||||||||
| 400 W ELMWOOD AVE | BURBANK | CA | 91506 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $358,000 | 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 | $160,167 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,599 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $276,766 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $276,766 | 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 | $9,143 | Amt |
| Net Investment Income | $914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $914 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,229 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS & BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,359,110 | BookValueAmt |
| EOYFMV | $5,558,408 | EOYFMVAmt |
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 |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $36,744 | $36,744 | $36,744 | $0 |
| OFFICE | $1,006 | $101 | $101 | $905 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES & EXCISE TAXES | CategoryTxt |
| Amt | $10,060 | Amt |
| Net Investment Income | $10,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,060 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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