HARRY AND HILDA EISEN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND HILDA EISEN FAMILY FOUNDATION (EIN 33-0492606)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201631349349103048
- Schema version
- 2015v2.0
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T15:30:40-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miller Giangrande LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 W Imperial Hwy Ste 110 | AddressLine1Txt |
| City | Brea | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 928213815 | 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 | 330492606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harry & Hilda Eisen Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 7142259813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 North Citrus Avenue | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Rubinstein | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael B Becher | PreparerPersonNm |
| PTIN | P00645942 | PTIN |
| Phone | 7144942200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,527,695 | 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 |
| Interest On Sav Rev And Expnss | $7,044 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,044 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,044 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $90,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,323 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $90,323 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$82,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $972,871 | GrossSalesPriceAmt |
| Total Rev And Expnss | $15,115 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,367 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,367 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,629 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $520 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $495 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,519 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $104,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,938 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,823 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,353 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,367 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $479,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $632,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $632,358 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,922,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,661,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,657,055 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $166,288 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $151,484 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $143,918 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $89,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $81,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $94,364 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,657,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,527,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,527,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,657,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,527,342 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,657,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,527,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,657,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,527,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,657,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,823 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,529,063 | SubtotalAmt |
| Other Decreases | $1,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,527,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short-Term Publicly Traded Securities | P | 2015-01-01 | 2015-12-31 | $221,607 | $291,018 | -$69,411 | -$69,411 |
| Long-Term Publicly Traded Securities | P | 2014-01-01 | 2015-12-31 | $746,827 | $764,105 | -$17,278 | -$17,278 |
| Capital Gain Dividends | $4,437 | ||||||
| Wash Sale | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$82,247 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$69,411 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,730,152 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,689,010 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $288,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,741,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07712 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $157,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,842,647 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $181,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,261,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04268 | DistributionYr5Rt |
| Total Distribution | 0.171450 | TotalDistributionRt |
| Average Distribution | 0.034290 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,605,873 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $664 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $124,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,327 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,327 | SubtotalAmt |
| Tax Based On Investment Income | $1,327 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,686 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,686 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $1,330 | OverpaymentAmt |
| Applied To ES Tax | $1,330 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | http://eisenfamilyfoundation.com/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Rubinstein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7142259813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 North Citrus Avenue | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rita Miller | ||||||
| 439 1/2 South Palm Drive | Beverly Hills | CA | 90212 | President | 4.00 | $24,000 |
| Michael Rubinstein | ||||||
| 3580 Wilshire Blvd Ste 1260 | Los Angeles | CA | 90010 | Secretary | 4.00 | $24,000 |
| Norman Seldman | ||||||
| 309 Calle Delicada | San Clemente | CA | 92672 | Vice President | 4.00 | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,104,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $556,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,660,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,660,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,605,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $180,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $180,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,327 | TotalTaxAmt |
| Distributable Before Adj | $178,967 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $178,967 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $178,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,250 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $39,250 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $39,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,967 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $157,300 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,615 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $258,915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,250 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $39,250 | TreatedAsDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $178,967 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $178,967 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $119,198 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $119,198 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $79,948 | ExcessFromYear3Amt |
| Excess From Current Year | $39,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| North County Chabad | |||||||
| 19045 Yorba Linda Blvd | Yorba Linda | CA | 92686 | None | Rel | Religious | $10,000 |
| Hewbrew Academy | |||||||
| 14401 Willow Lane | Huntington Beach | CA | 92647 | None | Ed | Educational | $3,600 |
| The 1939 Society | |||||||
| 8950 West Olympic Boulevard 437 | Beverly Hills | CA | 90211 | None | Ed | To support Holocaust education, documentation and justice. | $650 |
| John F Kennedy Middle College HS | |||||||
| 1951 3rd Street | Norco | CA | 92860 | None | Ed | Encourage overcoming adversity. | $1,000 |
| Chabad of Briarcliff | |||||||
| 11 Orchard Road | Briarcliff Manor | NY | 10510 | None | Rel | Religious | $1,500 |
| Norco Educational Support Team | |||||||
| 2065 Temescal Ave | Norco | CA | 92860 | None | Ed | Provide support for students, teachers, and instructional programs through access to additional educational resources. | $2,500 |
| Bais Chaya Mushka Chabad | |||||||
| 9051 W Pico Blvd | Los Angeles | CA | 90035 | None | Ed | Provide an exemplary well rounded Judaic and general academic education to children in the Los Angeles area. | $10,000 |
| Gindi Maimonides | |||||||
| 8511 Beverly Place | Los Angeles | CA | 90048 | None | PC | Integrated Judaic and general studies education. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,044 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$82,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,115 | 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 | $1,629 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Regulation 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Wells Fargo | BondNm |
| EOY Book Value | $151,484 | EOYBookValueAmt |
| EOYFMV | $143,918 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Wells Fargo | StockNm |
| EOY Book Value | $2,661,939 | EOYBookValueAmt |
| EOYFMV | $2,657,055 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Wells Fargo | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $81,561 | BookValueAmt |
| EOYFMV | $94,364 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | $1,331 |
| Partnership Income Not on Books | $390 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Filing Fees | $20 | |
| Investment Account Fee | $30,519 | $30,519 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Withheld | $495 | $495 |
| State Taxes | $25 |