KARSH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KARSH FAMILY FOUNDATION (EIN 13-7147287)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-23
- IRS object ID
- 201640839349100719
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-23T18:34:28-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DREYER ROBBINS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 1710 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900711532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137147287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE KARSH FAMILY FOUNDATION | InCareOfNm |
| Business Name Control | KARS | BusinessNameControlTxt |
| Phone | 2138306402 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 TOWER GROVE DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE A KARSH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2138306402 | PhoneNum |
| Signature | 2016-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L DEDE ROBBINS | PreparerPersonNm |
| PTIN | P00673409 | PTIN |
| Phone | 2136838790 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,327,136 | 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 | $11,159,043 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $275,034 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $275,034 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $693,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $693,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,708,531 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,942,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,420,279 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,010,019 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$799,711 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,428,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,588,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $84,905 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,453 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $42,452 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $190,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,081 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,081 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,887 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $483 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,404 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $286,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,937 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,258,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,258,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,545,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,311,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,116,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,539,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,931,356 | CashBOYAmt |
| Cash EOY | $16,092,321 | CashEOYAmt |
| Cash EOYFMV | $16,092,321 | CashEOYFMVAmt |
| Acct Rcvbl | $22,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $131,073 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $22,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $22,000 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $72,342 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $72,342 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $51,852,008 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,380,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,380,118 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,330,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $53,525,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,517,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,760,355 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $134,770,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,084,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,327,136 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,213,105 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $583,402 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,213,105 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $583,402 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $133,557,049 | UnrestrictedBOYAmt |
| Unrestricted EOY | $128,500,788 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,557,049 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $128,500,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $134,770,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,084,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,557,049 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,116,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,072,737 | OtherIncreasesAmt |
| Subtotal | $128,513,494 | SubtotalAmt |
| Other Decreases | $12,706 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $128,500,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF STOCK - PUBLICLY TRADED | D | 2012-01-01 | 2015-06-30 | $11,394,251 | $7,342,282 | $4,051,969 | $4,051,969 |
| SALE OF BOND - PUBLICLY TRADED | D | 2012-01-01 | 2015-06-30 | $3,205,770 | $2,865,320 | $340,450 | $340,450 |
| OGM EMERGING MARKETS ABSOLUTE | P | 2012-01-01 | 2015-06-30 | $2,342,716 | $833,177 | $1,509,539 | $1,509,539 |
| PASS THROUGH CAPITAL GAIN FROM PARTNERSHIPS | P | 2012-01-01 | 2015-06-30 | $2,576,622 | $2,576,622 | $2,576,622 | |
| PASS THROUGH SECTION 1256 LOSS FROM PARTNERSHIPS | P | 2012-01-01 | 2015-06-30 | $4,892 | -$4,892 | -$4,892 | |
| PASS THROUGH LOSS FROM FOREIGN PARTNERSHIPS | P | 2012-01-01 | 2015-06-30 | $53,409 | -$53,409 | -$53,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,420,279 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,710,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $122,138,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.145004 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,910,663 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $80,531,405 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.123066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,876,731 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $63,514,534 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.234226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,910,742 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $55,457,687 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.19674 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,074,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $44,554,204 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.181226 | DistributionYr5Rt |
| Total Distribution | 0.880262 | TotalDistributionRt |
| Average Distribution | 0.176052 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $142,739,942 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,129,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85,395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,215,047 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $19,311,414 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $170,791 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $170,791 | SubtotalAmt |
| Tax Based On Investment Income | $170,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $199,211 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $180,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $379,211 | TotalPaymentsAndCreditsAmt |
| Overpayment | $208,420 | OverpaymentAmt |
| Applied To ES Tax | $208,420 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KARSH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138306402 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 TOWER GROVE DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE A KARSH | ||||||||
| 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
| MARTHA L KARSH | ||||||||
| 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,603,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,455,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $66,854,697 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,913,647 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,913,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,173,705 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,739,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,136,997 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,136,997 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $170,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $170,791 | TotalTaxAmt |
| Distributable Before Adj | $6,966,206 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,966,206 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,966,206 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,311,414 | 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 | $19,311,414 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $19,311,414 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,966,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,938,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,309,462 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,824,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,032,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,293,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,399,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,311,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $6,966,206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,345,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,744,667 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,938,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,805,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,309,462 | ExcessFromYear4Amt |
| Excess From Year3 | $11,824,906 | ExcessFromYear3Amt |
| Excess From Year2 | $6,032,229 | ExcessFromYear2Amt |
| Excess From Year1 | $12,293,903 | ExcessFromYear1Amt |
| Excess From Current Year | $12,345,208 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE A KARSH | ContributingManagerNm |
| Contributing Manager | MARTHA L KARSH | ContributingManagerNm |
| Shareholder Manager | BRUCE A KARSH | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOC | ||||||||
| 225 N MICHIGAN AVENUE FL 17 | CHICAGO | IL | 60601 | NONE | PC | HEALTH | $10,000 | |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PF | EDUCATION | $10,000 | |
| AISH FOR LOS ANGELES | ||||||||
| 1417 S DOHENY DR | LOS ANGELES | CA | 90035 | NONE | PC | Philanthropic activity | $10,000 | |
| BEIT T'SHUVAH | ||||||||
| 8831 VENICE BOULEVARD | LOS ANGELES | CA | 90034 | NONE | PC | Philanthropic activity | $5,000 | |
| BET TZEDEK | ||||||||
| 145 SOUTH FAIRFAX AVENUE SUITE 200 | LOS ANGELES | CA | 90036 | NONE | PC | Philanthropic activity | $10,000 | |
| BROWN UNIVERSITY | ||||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | NONE | PC | education | $518,665 | |
| CALIFORNIA CHARTER SCHOOLS ASSOCIATION | ||||||||
| 250 EAST 1ST STREET SUITE 1000 | LOS ANGELES | CA | 90012 | NONE | PC | education | $250,000 | |
| CASA LA | ||||||||
| 201 CENTRE PLAZA DR 1101 | MONTEREY PARK | CA | 91754 | NONE | PC | health | $12,000 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 W SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | NONE | PC | HEALTH | $2,500 | |
| COMMON SENSE MEDIA | ||||||||
| 650 TOWNSEND STREET SUITE 435 | SAN FRANCISCO | CA | 94103 | NONE | PC | Philanthropic activity | $290,000 | |
| DAVIS LOVE III FOUNDATION | ||||||||
| PO BOX 30959 | SEA ISLAND | GA | 31561 | NONE | PF | Philanthropic activity | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90581 | DURHAM | NC | 277080397 | NONE | PC | KARSH INTERNATIONAL SCHOOL ENDOWMENT, JAZZ LOFT PROJECT & EDUCATION | $7,050,000 | |
| ECOLOGY PROJECT INTERNATIONAL | ||||||||
| 415 RUSTIC ROAD | DURANGO | CO | 81301 | NONE | PC | ENVIRONMENTAL | $1,000 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 8740 WASHINGTON BOULEVARD | CULVER CITY | CA | 90232 | NONE | PC | EDUCATION | $5,000 | |
| FRIENDS OF ISRAEL DEFENSE FUND | ||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | Philanthropic activity | $25,000 | |
| GABRIELLA CHARTER SCHOOL | ||||||||
| 1435 LOGAN STREET | LOS ANGELES | CA | 90026 | NONE | PC | EDUCATION | $2,500 | |
| GOOD SAMARITAN HOSPITAL | ||||||||
| 1225 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PC | HEALTH | $2,500 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 PORT STREET MALL | HONOLULU | HI | 968132817 | NONE | PC | KUKIO COMMUNITY FUND | $5,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 900121815 | NONE | PC | Philanthropic activity | $25,000 | |
| HUALALAI OHANA FOUNDATION | ||||||||
| PO BOX 5227 | KAILUAKONA | HI | 96745 | NONE | PC | Philanthropic activity | $5,000 | |
| HUMAN RIGHTS FIRST | ||||||||
| 805 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | NONE | PC | Philanthropic activity | $35,760 | |
| HSA COUNCIL | ||||||||
| 1120 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | Philanthropic activity | $10,000 | |
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 1919 SANTA MONICA BOULEVARD SUITE | SANTA MONICA | CA | 90404 | NONE | PC | HEALTH | $10,000 | |
| JEWISH COMMUNITY CENTER OF ST LOUIS | ||||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 631465796 | NONE | PC | Philanthropic activity | $200,000 | |
| KCRW | ||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PC | Philanthropic activity | $5,000 | |
| KIPP HOUSTON PUBLIC SCHOOLS | ||||||||
| 10711 KIPP WAY | HOUSTON | TX | 77099 | NONE | PC | EDUCATION | $4,500 | |
| KIPP LA SCHOOLS | ||||||||
| 445 SOUTH FIGUEROA STREET SUITE 25 | LOS ANGELES | CA | 90071 | NONE | PC | EDUCATION | $4,460,090 | |
| LA'S PROMISE | ||||||||
| 1035 SOUTH GRAND AVENUE 2ND FLOOR | LOS ANGELES | CA | 90015 | NONE | PC | Philanthropic activity | $10,000 | |
| LOS ANGELES SPORTS & ENTERTAINMENT COMMISSION | ||||||||
| 333 S HOPE ST FL 18 | LOS ANGELES | CA | 90071 | NONE | PC | Philanthropic activity | $100,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PC | ARTS | $96,250 | |
| LOS ANGELES PARKS FOUNDATION | ||||||||
| 11973 SAN VICENTE BLVD 200 | LOS ANGELES | CA | 90049 | NONE | PC | GARDEN SPONSOR | $15,000 | |
| LOS ANGELES POLICE FOUNDATION | ||||||||
| 515 S FLOWER STREET SUITE 1680 | LOS ANGELES | CA | 90071 | NONE | PC | Philanthropic activity | $20,000 | |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | ||||||||
| 100 THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | PC | ARTS | $10,000 | |
| NATURAL HISTORY MUSEUM | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | PC | ARTS | $10,000 | |
| MUSICARES FOUNDATION INC | ||||||||
| 3030 OLYMPIC BOULEVARD | SANTA MONICA | CA | 90404 | NONE | PC | Philanthropic activity | $5,000 | |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | ||||||||
| 1541 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PC | EDUCATION | $10,000 | |
| PHASE ONE FOUNDATION | ||||||||
| 256 26TH STREET | SANTA MONICA | CA | 90402 | NONE | PC | Philanthropic activity | $5,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | HEALTH | $20,000 | |
| SAN FRANCISCO FRIENDS OF CHAMBER MUSIC | ||||||||
| 3701 SACRAMENTO STREET | SAN FRANCISCO | CA | 94118 | NONE | PC | ARTS | $5,000 | |
| SAUL MIROWITZ JEWISH COMMUNITY SCHOOL | ||||||||
| 348 SOUTH MASON ROAD | TOWN AND COUNTRY | MO | 63141 | NONE | PC | EDUCATION | $15,000 | |
| SHELTER PARTNERSHIP INC | ||||||||
| 523 WEST 6TH STREET SUITE 616 | LOS ANGELES | CA | 90014 | NONE | PC | Philanthropic activity | $10,000 | |
| SITEMAN CANCER CENTER | ||||||||
| WASHINGTON UNIVERSITY CAMPUS BOX 1 | ST LOUIS | MO | 631052161 | NONE | PC | HEALTH | $10,000 | 7425 FORSYTH BOULEVARD |
| SITKA SOUND SCIENCE CENTER INC | ||||||||
| 834 LINCOLN STREET | SITKA | AK | 99835 | NONE | PC | EDUCATION | $27,225 | |
| SPELMAN COLLEGE | ||||||||
| 5858 HORTON STREET SUITE 451350 SP | ATLANTA | GA | 30314 | NONE | PC | EDUCATION | $250,000 | |
| ST SIMONS LAND TRUST INC | ||||||||
| PO BOX 24615 | ST SIMONS ISLAND | GA | 31522 | NONE | PC | Philanthropic activity | $10,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $1,333,333 | |
| THE EMILY KRZYZEWSKI FAMILY LIFE CENTER | ||||||||
| 904 WEST CHAPEL HILL STREET | DURHAM | NC | 277013060 | NONE | PC | Philanthropic activity | $10,000 | |
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | PC | ARTS | $2,500 | |
| THE JEWISH FEDERATION | ||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PC | THE JEWISH FEDERATION OF GREATER LOS ANGELES | $10,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PC | SEMEL INSTITUTE & CHILDREN'S HOSPITAL | $10,625 | |
| TOURETTE SYNDROME ASSOCIATION | ||||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | NONE | PC | HEALTH | $10,000 | |
| UNITED WE DREAM | ||||||||
| 1900 L ST NW 900 | WASHINGTON | DC | 20036 | NONE | PC | Philanthropic activity | $5,000 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY | ||||||||
| 10855 MAIN ST | BRIDGEPORT | CT | 06604 | NONE | PC | Philanthropic activity | $15,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $500,000 | |
| UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION | ||||||||
| 580 MASSIE ROAD | CHARLOTTESVILLE | VA | 229031738 | NONE | PC | EDUCATION | $1,000,000 | |
| WARRIORS COMMUNITY FOUNDATION | ||||||||
| 1011 BROADWAY | OAKLAND | CA | 94607 | NONE | PC | Philanthropic activity | $10,000 | |
| WORLDWIDE ORPHANS | ||||||||
| 515 VALLEY ST 201 | MAPLEWOOD | NJ | 07040 | NONE | PC | Philanthropic activity | $10,000 | |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90010 | NONE | PC | SCHOLARSHIP | $500,000 | |
| WPY-RELIEF TO NEPAL | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | Philanthropic activity | $5,000 | |
| ALLIANCE SCHOOLS | ||||||||
| 601 S FIGUEROA ST 4TH FL | LOS ANGELES | CA | 90017 | NONE | PC | EDUCATION | $25,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 9911 W PICO BLVD 1602 | LOS ANGELES | CA | 15000 | NONE | PC | Philanthropic activity | $15,000 | |
| KIPP FOUNDATION | ||||||||
| 2709 N BROAD ST | PHILADELPHIA | PA | 19132 | NONE | PC | EDUCATION | $1,152,258 | |
| KIPP ENDEAVOR ACADEMY | ||||||||
| 2700 E 18TH ST 155B | KANSAS CITY | MO | 64127 | NONE | PC | EDUCATION | $2,771 | |
| KIPP ST LOUIS | ||||||||
| 1310 PAPIN ST | ST LOUIS | MO | 63103 | NONE | PC | EDUCATION | $100,000 | |
| LA TIMES FOUNDATION | ||||||||
| 202 W 1ST STREET | LOS ANGELES | CA | 90012 | NONE | PC | Philanthropic activity | $12,000 | |
| MAYOR'S FUND FOR LOS ANGELES | ||||||||
| 200 N SPRING STREET | LOS ANGELES | CA | 90012 | NONE | PC | Philanthropic activity | $250,000 | |
| PATH | ||||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PC | EDUCATION | $2,500 | |
| PAUAHI FOUNDATION | ||||||||
| 567 S KING ST SUITE 160 | HONOLULU | HI | 96813 | NONE | PC | Philanthropic activity | $1,000 | |
| PEER HEALTH EXCHANGE | ||||||||
| 1730 WEST EXCHANGE | LOS ANGELES | CA | 90015 | NONE | PC | HEALTH | $11,000 | |
| POSSE FOUNDATION | ||||||||
| 515 S FIGUEROA ST 300 | LOS ANGELES | CA | 90071 | NONE | PC | Philanthropic activity | $2,500 | |
| PRINCE OF WALES'S FOUNDATION | ||||||||
| 888 17TH ST NW 201 | WASHINGTON | DC | 20006 | NONE | PC | Philanthropic activity | $500,000 | |
| RIGHT TO PLAY | ||||||||
| 49 WEST 27TH ST SUITE 930 | NEW YORK | NY | 10001 | NONE | PC | Philanthropic activity | $25,000 | |
| SALLY FRANK MEMORIAL AWARD AND LECTURESHIP | ||||||||
| 8101 GLENBROOK ROAD | BETHESDA | MD | 20814 | NONE | PC | Philanthropic activity | $10,000 | |
| SAY YES TO EDUCATION | ||||||||
| 320 PARK AVENUE 21ST FLOOR | NEW YORK | NY | 10022 | NONE | PC | EDUCATION | $5,000 | |
| SKIRBALL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | ARTS | $25,000 | |
| SOUTHWEST VOTER REGISTRATION EDU PROJECT | ||||||||
| 2914 N MAIN ST 1ST FLOOR SUITE B | LOS ANGELES | CA | 90031 | NONE | PC | Philanthropic activity | $25,000 | |
| STAND WITH US | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | Philanthropic activity | $5,000 | |
| THE 74 MEDIA | ||||||||
| 222 BROADWAY 19TH FL | NEW YORK | NY | 10038 | NONE | PC | Philanthropic activity | $50,000 | |
| THE MISSION CONTINUES | ||||||||
| 1141 S 7TH ST | ST LOUIS | MO | 63104 | NONE | PC | Philanthropic activity | $2,500 | |
| TIA'S HOPE | ||||||||
| 149 S BARRINGTON AVE 828 | LOS ANGELES | CA | 90049 | NONE | PC | Philanthropic activity | $5,000 | |
| UC REGENT | ||||||||
| OFFICE OF THE SEC CHIEF OF STAFF | OAKLAND | CA | 94607 | NONE | PC | EDUCATION | $2,500 | 1111 FRANKLIN ST 12TH FL |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | ARTS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,258,477 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $968,377 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $49,295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,420,279 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME FROM K-1S | 523000 | -$4,159 | 41 | -$748,954 |
| OAKTREE HIGH YIELD PLUS (CAYMAN) FD CL A | 41 | -$2,134 | ||
| OAKTREE HIGH YIELD PLUS (CAYMAN) FD CL B | 41 | -$359 | ||
| OAKTREE EMERGING MARKETS ABSOLUTE (CAYMAN) | 41 | -$48,264 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $45,136 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,588,945 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,634,081 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRUCE AND MARTHA KARSH | ||||||
| 1 | 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | $5,549,000 | Yes (X) |
| BRUCE AND MARTHA KARSH | ||||||
| 2 | 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | $1,054,231 | Yes (X) |
| BRUCE AND MARTHA KARSH | ||||||
| 3 | 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | $1,812,520 | Yes (X) |
| BRUCE AND MARTHA KARSH | ||||||
| 4 | 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | $2,545,000 | Yes (X) |
| BRUCE AND MARTHA KARSH | ||||||
| 5 | 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | $135,667 | Yes (X) |
| BRUCE AND MARTHA KARSH | ||||||
| 6 | 1201 TOWER GROVE DRIVE | BEVERLY HILLS | CA | 90210 | $62,625 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100,000 SHS AIG STOCK | $5,549,000 | 2014-12-19 |
| 2 | 13,909 SHS FACEBOOK STOCK | $1,054,231 | 2015-02-13 |
| 3 | 401,000 SHS NOVATEL STOCK | $1,812,520 | 2015-01-15 |
| 4 | 500,000 SHS NOVATEL STOCK | $2,545,000 | 2015-02-23 |
| 5 | 6,136 SHS VIPSHOP STOCK | $135,667 | 2014-12-01 |
| 6 | 2,453 SHS VIPSHOP STOCK | $62,625 | 2015-03-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $84,905 | Amt |
| Net Investment Income | $42,453 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,452 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $51,380,118 | EOYBookValueAmt |
| EOYFMV | $51,380,118 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN PARTNERSHIPS | FMV | $57,338,343 | $62,773,751 |
| ALTERNATIVE INVESTMENTS | FMV | $3,012,933 | $2,820,471 |
| OTHER INVESTMENTS | FMV | $1,166,133 | $1,166,133 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJ - NO TAX EFFECT | Desc |
| Amt | $12,706 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $483 | $483 | $0 |
| DUES AND SUBSCRIPTIONS | $250 | $0 | $250 |
| MEALS AND ENTERTAINMENT | $1,137 | $0 | $1,137 |
| PARKING | $17 | $0 | $17 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME FROM K-1S | $3,042,861 | -$748,954 |
| OAKTREE HIGH YIELD PLUS (CAYMAN) FD CL A | -$28,117 | -$2,134 |
| OAKTREE HIGH YIELD PLUS (CAYMAN) FD CL B | -$4,725 | -$359 |
| OAKTREE EMERGING MARKET ABSLT (CAYMAN) | -$48,264 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN FROM CREDIT SUISSE | Desc |
| Amt | $4,072,737 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $626,620 | $635,695 |
| FEDERAL EXCISE TAX PAYABLE/RECEIVABLE | $586,485 | -$27,578 |
| STATE TAXES PAYABLE/RECEIVABLE | $0 | -$24,715 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEFERRED TAX EXPENSES | $9,075 | $0 | $0 |
| FEDERAL EXCISE/UBTI TAXES | $175,293 | $0 | $0 |
| FOREIGN TAXES | $4,585 | $4,585 | $0 |
| STATE TAXES | $1,897 | $1,897 | $0 |
Comments