FURP.ORG / PUBLIC DATA EXPLORER

THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201621379349103607
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T16:30:15-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261322930PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESSOLO & HAWORTH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115060 VENTURA BLVD SUITE 240AddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954129953EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RASKIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRASKBusinessNameControlTxt
Phone8184155359PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11725 HILLSIDE DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY RASKINPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8184155359PhoneNum
Signature2016-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOREEN YEHPreparerPersonNm
PTINP00229072PTIN
Phone8184936650PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$479,126FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$5,850DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,850DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,233NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,435GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,233CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$148OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$148OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$20,231TotalRevAndExpnssAmt
Total Net Invst Incm$20,231TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$238LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,861AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,431AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,644TaxesRevAndExpnssAmt
Taxes Net Invst Incm$144TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,152OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,407OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,895TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,982TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,895TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,982TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$19,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,664ExcessRevenueOverExpensesAmt
Net Investment Income$12,249NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$34,006CashBOYAmt
Cash EOY$7,054CashEOYAmt
Cash EOYFMV$7,054CashEOYFMVAmt
Corporate Stock BOY$440,714CorporateStockBOYAmt
Corporate Stock EOY$456,002CorporateStockEOYAmt
Corporate Stock EOYFMV$472,072CorporateStockEOYFMVAmt
Total Assets BOY$474,720TotalAssetsBOYAmt
Total Assets EOY$463,056TotalAssetsEOYAmt
Total Assets EOYFMV$479,126TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$474,720RetainedEarningBOYAmt
Retained Earning EOY$463,056RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$474,720TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$463,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$474,720TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$463,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$474,720TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,664ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$463,056SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$463,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
60.927 SHARES - AB VALUE FUND - ADVP2011-11-162015-01-22$870$522$348$348
21.195 SHARES - OVERLAY A PORTFOLIOP2011-11-162015-01-22$273$248$25$25
60.920 SHARES - AB VALUE FUND - ADVP2011-11-162015-04-23$886$521$365$365
20.970 SHARES - OVERLAY A PORTFOLIOP2011-11-162015-04-23$273$234$39$39
60.710 SHARES - AB VALUE FUND - ADVP2011-11-162015-07-22$880$520$360$360
21.259 SHARES - OVERLAY A PORTFOLIOP2011-11-162015-07-22$273$237$36$36
63.447 SHARES - AB VALUE FUND - ADVP2011-11-162015-10-21$865$543$322$322
22.167 SHARES - OVERLAY A PORTFOLIOP2011-11-162015-10-21$270$248$22$22
81.244 SHARES - AB LARGE CAP GRWTH FUND - ADVP2011-11-162015-11-24$3,630$2,129$1,501$1,501
CAPITAL GAINS DIVIDENDSP$11,215$11,215$11,215
FieldValueIRS element (for citing)
Capital Gain Net Income$14,233CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,549AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$510,291NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061826DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,961AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$489,688NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053015DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,872AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$461,017NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056119DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,430AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$488,076NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052103DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,390AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$504,328NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050344DistributionYr5Rt
Total Distribution0.273407TotalDistributionRt
Average Distribution0.054681AverageDistributionRt
Net Vl Noncharitable Assets$488,083NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,689AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$122NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$26,811AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$245InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$245SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,122EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,122TotalPaymentsAndCreditsAmt
Overpayment$877OverpaymentAmt
Applied To ES Tax$877AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY RASKINIndividualWithBooksNm
Phone8184155359PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11725 HILLSIDE DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91208ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGARY RASKINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11725 HILLSIDE DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91208ZIPCd
FieldValueIRS element (for citing)
TitleVICE PRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$474,986AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,530AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$495,516TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$495,516AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,433CashDeemedCharitableAmt
Net Vl Noncharitable Assets$488,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,404MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,404MinimumInvestmentReturnAmt
Tax Based On Investment Income$245TaxBasedOnInvestmentIncomeAmt
Total Tax$245TotalTaxAmt
Distributable Before Adj$24,159DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,159DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,159DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,159DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$543ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,574ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,897ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,765ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,546ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$14,325TotalExcessDistributionCyovAmt
Qualifying Distributions$19,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$5,159ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,159ExcessDistributionCyovAppCYAmt
Total Corpus$9,166TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,166ExcessDistriCyovToNextYrAmt
Excess From Year2$1,620ExcessFromYear2Amt
Excess From Year1$7,546ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMR GARY RASKINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11725 HILLSIDE DRIVEAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91208ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8184155359RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED, AND THE NATURE AND PURPOSE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH WOMEN INTERNATIONAL
2000 M STREET NW SUITE 720WASHINGTONDC20036SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$2,000
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREETLOS ANGELESCA90007SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
RIDERS ALLIANCE
121 SIXTH AVENUE 6TH FLOORNEW YORKNY10013SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$3,500
VALLEY BETH SHALOM
15739 VENTURA BLVDENCINOCA91436SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,500
COLLEGE TRACK
117 BROADWAYOAKLANDCA94607SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
UNITED FRIENDS OF THE CHILDREN
1055 WILSHIRE BLVD SUITE 1955LOS ANGELESCA90017SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$5,000
UCLA FOUNDATION
10920 WILSHIRE BLVD SUITE 900LOS ANGELESCA90024SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,500
THE LAB SCHOOL
330 CHARLES E YOUNG DR NLOS ANGELESCA90095SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$2,000
THE SHACK
3320 BASELINE ROADLITTE ROCKAR72209SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
MALALA FOUNDATION
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
CHESAPEAKE LEGAL ALLIANCE
67 FRANKLIN STREETANNAPOLISMD21401SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
JEWISH FREE LOAN ASSN
5429 LINDLEY AVETARZANACA91356SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,850ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,233ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$20,231ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,231TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,861Amt
Net Investment Income$2,431NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SANFORD C. BERNSTEIN & CO.$423,227$439,297
SURRO IMMUNOLOGY$900$900
SILENSEED, LTD - 709 SHS$31,875$31,875

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$238LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT EXPENSE$4,591$4,591$0$0
SURRO IMMUNOLOGY K-1$55$55$0$0
OFFICE EXPENSE$1,490$745$0$0
MISCELLANEOUS EXPENSE$16$16$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAIG SETTLEMENTDesc
Revenue And Expenses Per Books$148RevenueAndExpensesPerBooksAmt
Net Investment Income$148NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$134$134$0$0
STATE TAXES$10$10$0$0
FEDERAL TAXES$1,500$0$0$0