RESSLER GERTZ FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RESSLER GERTZ FOUNDATION (EIN 31-1533199)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201503209349103775
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T19:26:11-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953048720PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL WARSAVSKYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD SUITE 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311533199EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RESSLERGERTZ FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRESSBusinessNameControlTxt
Phone8189812240PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD NO 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTONY RESSLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8189812240PhoneNum
Signature2015-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WARSAVSKYPreparerPersonNm
PTINP01303673PTIN
Phone8189812240PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,391,160FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$667,251ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$548InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$548InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,100,197DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,100,197DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$88,831NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$756,082GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$664,284CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,856,827TotalRevAndExpnssAmt
Total Net Invst Incm$5,765,029TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$207,235TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,075OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$209,310TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,673,998ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,673,998ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,883,308TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,673,998TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,973,519ExcessRevenueOverExpensesAmt
Net Investment Income$5,764,879NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,569,637SavAndTempCashInvstBOYAmt
Corporate Stock BOY$38,294,582CorporateStockBOYAmt
Corporate Stock EOY$42,810,229CorporateStockEOYAmt
Corporate Stock EOYFMV$52,270,880CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,107,437CorporateBondsBOYAmt
Corporate Bonds EOY$7,107,437CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,317,500CorporateBondsEOYFMVAmt
Other Assets BOY$139,285OtherAssetsBOYAmt
Other Assets EOY$802,780OtherAssetsEOYAmt
Other Assets EOYFMV$802,780OtherAssetsEOYFMVAmt
Total Assets BOY$47,110,941TotalAssetsBOYAmt
Total Assets EOY$50,720,446TotalAssetsEOYAmt
Total Assets EOYFMV$54,391,160TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,635,986OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,635,986TotalLiabilitiesEOYAmt
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$47,110,941RetainedEarningBOYAmt
Retained Earning EOY$49,084,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$47,110,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,084,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$47,110,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$50,720,446TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,110,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,973,519ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$49,084,460SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$49,084,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5,677 SHS OF FACEBOOK INCD2013-05-282014-12-30$451,714$41,207$410,507$410,507
3,624 SHS OF SALESFORCE COM INCD2012-04-272014-12-30$215,537$50,591$164,946$164,946
CAPITAL GAINS DIVIDENDSP$88,831$88,831$88,831
FieldValueIRS element (for citing)
Capital Gain Net Income$664,284CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,154,689AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$60,249,764NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052360DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,132,137AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$41,199,468NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076024DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,152,510AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$21,680,478NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.145408DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,531,401AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,232,688NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.442836DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,700,779AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,052,246NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.828740DistributionYr5Rt
Total Distribution1.545368TotalDistributionRt
Average Distribution0.309074AverageDistributionRt
Net Vl Noncharitable Assets$56,844,185NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,569,060AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$57,649NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,626,709AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,673,998QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$115,298InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$115,298SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$115,298TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$246,167EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$251,167TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$135,869OverpaymentAmt
Applied To ES Tax$135,869AppliedToESTaxAmt
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
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWISHNOW ROSS WARSAVSKY COIndividualWithBooksNm
Phone8189812240PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116130 VENTURA BLVD SUITE 320AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTONY RESSLER
16130 VENTURA BLVD 320ENCINOCA91436TRUSTEE1.00$0$0$0
JAMI GERTZ
16130 VENTURA BLVD 320ENCINOCA91436TRUSTEE1.00$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,787,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$897,698AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$5,025,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,709,832TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,709,832AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$865,647CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,844,185NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,842,209MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,842,209MinimumInvestmentReturnAmt
Tax Based On Investment Income$115,298TaxBasedOnInvestmentIncomeAmt
Total Tax$115,298TotalTaxAmt
Distributable Before Adj$2,726,911DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,726,911DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,726,911DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,673,998ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,673,998QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,673,998AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,726,911DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,616,001ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,044,088ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,149,195ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,142,810ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$415,034ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,367,128TotalExcessDistributionCyovAmt
Qualifying Distributions$3,673,998QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,726,911AppliedToCurrentYearAmt
Remaining Distri From Corpus$947,087RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,314,215TotalCorpusAmt
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$1,616,001ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,698,214ExcessDistriCyovToNextYrAmt
Excess From Year4$4,044,088ExcessFromYear4Amt
Excess From Year3$2,149,195ExcessFromYear3Amt
Excess From Year2$1,142,810ExcessFromYear2Amt
Excess From Year1$415,034ExcessFromYear1Amt
Excess From Current Year$947,087ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTONY RESSLERContributingManagerNm
Contributing ManagerJAMI GERTZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN INTERNATIONAL EDUCATION FOUNDATION (AIEF)
600 N ROSEMEAD BLVD SUITE 123PASADENACA91107NONEPUBLIC CHARITYCONTRIBUTION$200,000
ALLIANCE FOR COLLEGE READY PUBLIC SCHOOLS
601 SOUTH FIGUEROA STREET 4TH FLOORLOS ANGELESCA90017NONEPUBLIC CHARITYCONTRIBUTION$570,000
AMERICAN CANCER SOCIETY
9719 RESEDA BLVDNORTHRIDGECA91324NONEPUBLIC CHARITYCONTRIBUTION$250
AMERICAN RED CROSS LOS ANGELES REGION
11355 OHIO AVELOS ANGELESCA90025NONEPUBLIC CHARITYCONTRIBUTION$5,000
ARROW-HEART ADVENTURE CAMPS
5 W COMMERCIAL STWEISERID83672NONEPUBLIC CHARITYCONTRIBUTION$5,000
BOYS & GIRLS CLUB OF MALIBU
30215 MORNING VIEW DRMALIBUCA90265NONECONTRIBUTION$1,000
CAMPBELL HALL
4533 LAUREL CANYON BLVDSTUDIO CITYCA91607NONECONTRIBUTION$256,000
CAREMESSAGE
300 BRANNAN ST 405SAN FRANCISCOCA94107NONECONTRIBUTION$50,000
CEDARS SINAI
8700 BEVERLY BLVDLOS ANGELESCA90048NONECONTRIBUTION$374,890
COALITION FOR ENGAGED EDUCATION
3131 OLYMPIC BOULEVARDSANTA MONICACA90404NONECONTRIBUTION$10,000
DOWN SYNDROME ASSOC OF LOS ANGELES
6461 SHERMAN WAY 180VAN NUYSCA91406NONECONTRIBUTION$1,000
EDUCATORS FOR EXCELLENCE INC
448 S HILL STLOS ANGELESCA90013NONECONTRIBUTION$20,000
ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION
16130 VENTURA BLVD 250LOS ANGELESCA91436NONECONTRIBUTION$50,000
ENCORPS TEACHERS PROGRAM
2121 AVENUE OF THE STARS SUITE 2020LOS ANGELESCA90067NONECONTRIBUTION$25,000
EQUALITY NOW
PO BOX 20646NEW YORKNY10023NONECONTRIBUTION$25,000
FAST BREAK SPORTS
PO BOX 2341HAWTHORNECA90251NONECONTRIBUTION$1,000
FULFILLMENT FUND
6100 WILSHIRE BLVD SUITE 600LOS ANGELESCA90048NONECONTRIBUTION$25,000
GEORGETOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057NONECONTRIBUTION$255,164
GEORGETOWN UNIVERSITY SENIOR CLASS COMMITTEE
3700 O ST NWWASHINGTONDC20057NONECONTRIBUTION$17,000
HOMEBOY INDUSTRIES
130 BRUNO STLOS ANGELESCA90012NONECONTRIBUTION$25,000
INFUSION EVENT DESIGN & FINE CUISINE
2827 S SANTA FE AVEVERNONCA90058NONECONTRIBUTION$1,094
JON SEPLER SPORTS AT MAR VISTA
235 ELIZABETH STREET 20NEW YORKNY10012NONECONTRIBUTION$1,000
JUNIOR ACHIEVEMENT OF SOUTHERN CALIFORNIA
6250 FOREST LAWN DRLOS ANGELESCA90068NONECONTRIBUTION$10,000
LACMA
5905 WILSHIRE BLVDLOS ANGELESCA90036NONECONTRIBUTION$700,000
LA'S PROMISE
202 W 1ST STREET 160LOS ANGELESCA90012NONECONTRIBUTION$25,000
LOS ANGELES MUSEUM OF HOLOCAUST PAN PACIFIC PARK
100 THE GROVE DRLOS ANGELESCA90036NONECONTRIBUTION$10,000
MELANOMA RESEARCH ALLIANCE FOUNDATION
1101 NEW YORK AVENUE NW SUITE 619WASHINGTONDC19005NONECONTRIBUTION$100,000
MUSCULAR DYSTROPHY ASSOCIATION
2550 N HOLLYWOOD WAY 207BURBANKCA91505NONECONTRIBUTION$2,500
NORTHWESTERN UNIV DANCE MARATHON
1999 CAMPUS DRIVE BOX 7EVANSTONIL60208NONECONTRIBUTION$200
PEER HEALTH EXCHANGE INC
70 GOLD STSAN FRANCISCOCA94133NONECONTRIBUTION$120,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROADTRUMBULLCT06611NONECONTRIBUTION$10,000
RIGHT TO PLAY
5262 FOUNTAIN AVELOS ANGELESCA90029NONECONTRIBUTION$25,000
SIMON WIESENTHAL CENTER
1399 ROXBURY DRLOS ANGELESCA90035NONECONTRIBUTION$5,000
SOVA
16439 VANOWEN STVAN NUYSCA91406NONECONTRIBUTION$25,000
SPORTS SPECTACULAR
2043 COLORADO AVE SUITE 7SANTA MONICACA90404NONECONTRIBUTION$15,000
STAND UP FOR GUS
1112 MONTANA AVE STE 209SANTA MONICACA90403NONECONTRIBUTION$5,000
STRUT YOUR MUTT
15321 BRAND BLVDMISSION HILLSCA91345NONECONTRIBUTION$250
THE GREATEST GENERATIONS FOUNDATION
3773 CHERRY CREEK NORTH DRIVE SUITEDENVERCO80207NONECONTRIBUTION$25,000575
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048NONECONTRIBUTION$80,000
THE PAINTED TURTLE
17000 ELIZABETH LAKE RDLAKE HUGHESCA93532NONECONTRIBUTION$234,500
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410SANTA MONICACA90403NONECONTRIBUTION$5,000
TOURETTE SYNDROME ASSOCIATION
5042 WILSHIRE BLVD 18690LOS ANGELESCA90036NONECONTRIBUTION$15,000
UJA-FEDERATION OF NEW YORK
130 E 59TH STNEW YORKNY10022NONECONTRIBUTION$25,000
UNITED IN HARMONY
2330 WESTWOOD BLVD 205LOS ANGELESCA90064NONECONTRIBUTION$250
URBAN HARVESTER
530 SOUTH LAKE AVENUE SUITE 785PASADENACA91101NONECONTRIBUTION$2,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONECONTRIBUTION$10,000
USC SHOAH FOUNDATION
650 W 35TH ST 114LOS ANGELESCA90089NONECONTRIBUTION$25,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONECONTRIBUTION$270,900
YOUNG MUSICIANS PROJECT
1445 SAN MARINO AVE SUITE BSAN MARINOCA91108NONECONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,673,998TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$548ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,100,197ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$88,831ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,189,576ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,189,576TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ANTONY RESSLER AND JAMI GERTZ
116130 VENTURA BLVDENCINOCA91436$451,714Yes (X)
ANTONY RESSLER AND JAMI GERTZ
216130 VENTURA BLVDENCINOCA91436$215,537Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
15,677 SHS FACEBOOK INC$451,7142014-12-30
23,624 SHS SALESFORCE.COM INC$215,5372014-12-30

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$7,107,437EOYBookValueAmt
EOYFMV$1,317,500EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GLOBAL LOCATE, INC.$25,000$25,000
SECURITIES$37,785,229$47,245,880
IVY HILL MIDDLE MARKET CREDIT FUND V, LTD$5,000,000$5,000,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DISTRIBUTIONS RECEIVABLES$139,285$137,512$137,512
DIVIDENDS RECEIVABLES$0$665,268$665,268

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$150$150$0
BOOK/TAX$1,925$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescBANK OVERDRAFTDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,635,986EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX$235$0$0
FEDERAL EXCISE TAX$207,000$0$0

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