ARZAK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARZAK FOUNDATION (EIN 87-0760799)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202532819349100303
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-08T07:47:20-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET SUITE 210 | AddressLine1Txt |
| City | WELLESLEY HILLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024812104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870760799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARZAK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MS SUSAN R SHAPIRO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN R SHAPIRO | InCareOfNm |
| Business Name Control | ARZA | BusinessNameControlTxt |
| Phone | 6172776886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE Suite 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN R SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172773408 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY J MARINI CPA | PreparerPersonNm |
| PTIN | P00179616 | PTIN |
| Phone | 7812357517 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,191,062 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $172,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,760 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,760 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,760 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,094 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,420 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,710 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $524 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,633,465 | CashBOYAmt |
| Cash EOY | $452,208 | CashEOYAmt |
| Cash EOYFMV | $452,208 | CashEOYFMVAmt |
| US Government Obligations EOY | $833,242 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $833,811 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,740 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $200,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $194,777 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,762,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,866,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,602,526 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,447,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,404,380 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,191,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,447,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,404,380 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,447,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,404,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,447,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,404,380 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,447,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,570 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,404,383 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,404,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $1,760 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,760 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,375 | SubtotalAmt |
| Tax Based On Investment Income | $2,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,068 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,693 | OverpaymentAmt |
| Applied To ES Tax | $1,693 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN R SHAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172776886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE APT 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN R SHAPIRO | ||||||||
| ONE W CENTURY DRIVE APT 7A | LOS ANGELES | CA | 90067 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ALISON I SHAPIRO | ||||||||
| 1482 KEONCREST | BERKELEY | CA | 94702 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| RACHEL T SHAPIRO | ||||||||
| 6411 WEST 5TH STREET | LOS ANGELES | CA | 90048 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ZACHARY R SHAPIRO | ||||||||
| 3067 DANNYHILL DRIVE | LOS ANGELES | CA | 90064 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,476,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,142,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,619,103 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,619,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,474,816 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,375 | TotalTaxAmt |
| Distributable Before Adj | $471,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $471,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $471,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $214,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $471,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $572,911 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $258,958 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $331,740 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $321,168 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $611,823 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,096,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $214,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $256,936 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $256,936 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,839,664 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $315,975 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,523,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $258,958 | ExcessFromYear4Amt |
| Excess From Year3 | $331,740 | ExcessFromYear3Amt |
| Excess From Year2 | $321,168 | ExcessFromYear2Amt |
| Excess From Year1 | $611,823 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN R SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN R SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172776886 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GOLDEN GATE NATIONAL PARK CONS | |||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 941230022 | PC | MAINTAINING NATIONAL PARK | $500 | |
| THE HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | EDUCATIONAL | $25,000 | |
| JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | SOCIAL SERVICE | $3,000 | |
| KENYON COLLEGE | |||||||
| COLLEGE RELATIONS CENTER | GAMBIER | OH | 43022 | PC | EDUCATIONAL | $500 | |
| LOS ANGELES OPERA | |||||||
| DOROTHY CHANDLER PAV | LOS ANGELES | CA | 90012 | PC | CULTURAL | $75,000 | 135 NORTH GRAND AVENUE |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 025540013 | PC | EDUCATIONAL | $10,000 | |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PC | EDUCATIONAL | $3,500 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | PC | EDUCATINAL AND SOCIAL WELFARE | $4,600 | 10TH FLOOR |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | PC | EDUCATIONAL | $7,200 | |
| KCSM JAZZ | |||||||
| 1700 WEST HILLSIDE BLVD | SAN MATEO | CA | 94402 | PC | CULTURAL AND EDUCATIONAL | $250 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | SOCIAL WELFARE | $5,000 | |
| MAZON | |||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | SOCIAL WELFARE | $4,500 | SUITE 400 |
| KQED | |||||||
| 50 BEALE STREET | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL | $250 | 5TH FLOOR |
| ACLU FOUNDATION | |||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | PC | SOCIAL SERVICES | $3,500 | |
| JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND | |||||||
| 12 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL | $500 | |
| GOOD PLUS FOUNDATION | |||||||
| 306 WEST 37TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | PC | SOCIAL SERVICES | $1,000 | |
| NANTUCKET LAND COUNCIL | |||||||
| PO BOX 502 | NANTUCKET | MA | 025540502 | PC | SOCIAL SERVICES | $500 | |
| IEEE FOUNDATION | |||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | PC | EDUCATION | $2,500 | |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 Wilshire Blvd | Los Angeles | CA | 90025 | PC | social welfare | $500 | Suite 1500 |
| HARVARD LAW SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $500 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | PC | EDUCATIONAL | $2,500 | |
| TEMPLE AKIBA | |||||||
| 5249 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | PC | RELIGIOUS | $14,200 | |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD STREET | NANTUCKET | MA | 02554 | PC | CULTURAL AND EDUCATIONAL SERVICES | $1,000 | PO BOX 1016 |
| KALW | |||||||
| 500 MANSELL STREET | SAN FRANCISCO | CA | 94134 | PC | EDUCATIONAL | $350 | |
| LIBRARY OF CONGRESS | |||||||
| 101 INDEPENDENCE AVENUE SE | WASHINGTON | DC | 20540 | PC | EDUCATIONAL | $25,000 | |
| NANTUCKET ATHENEUM | |||||||
| ONE INDIA STREET | NANTUCKET | MA | 02554 | PC | CULTURAL AND EDUCATIONAL SERVICES | $500 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | EDUCATIONAL | $6,000 | ||
| BETH MORRISON PROJECTS | |||||||
| 138 S OXFORD STREET 3B | BROOKLYN | NY | 11217 | PC | CULTURAL | $500 | |
| BROADSTAGE | |||||||
| 2427 MAIN STREET | SANTA MONICA | CA | 90405 | PC | CULTURAL | $1,000 | |
| HAND IN HAND USA | |||||||
| 710 ST JOSHEPH DRIVE | OAK BROOK | IL | 60523 | PC | EDUCATIONAL AND SOCIAL WELFARE | $500 | |
| TEMPLE EARLY CHILDHOOD CENTER | |||||||
| 11661 W OLYMPIC BLVD | LOS ANGELES | CA | 90048 | PC | EDUCATIONAL & RELIGIOUS | $1,800 | |
| NANTUCKET COMMUNITY SAILING | |||||||
| PO BOX 2424 | NANTUCKET | MA | 02584 | PC | SPORTS EDUCATION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $174,094 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,094 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,420 | Amt |
| Net Investment Income | $2,710 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,710 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP SER P MTN | $100,000 | $98,904 |
| DUTSCHE BK AG SER E NOTE | $100,000 | $95,873 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DUKE ENERGY | StockNm |
| EOY Book Value | $52,418 | EOYBookValueAmt |
| EOYFMV | $107,740 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $833,242 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $833,811 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL | AT COST | $2,517,280 | $8,299,067 |
| FIDELITY INT'L GROWTH FUND | AT COST | $104,389 | $98,429 |
| ARTISAN DEVELOPING WORLD FD | AT COST | $107,970 | $88,516 |
| FIDELITY EMERGING MARKETS | AT COST | $107,528 | $87,420 |
| AKRE FOCUS FUND RETAIL | AT COST | $29,345 | $29,094 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT | $1 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMM OF MASS-FILING FEE | $70 | $70 | |
| FOREIGN TAX PAID | $524 | $524 |