THE HELD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HELD FOUNDATION (EIN 95-4016569)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349100736
- 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
- Form 990-PF
- Schedule B
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T07:59:09-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954016569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HELD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELD | BusinessNameControlTxt |
| Phone | 3103002200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BORDY | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Selwyn Gerber | PreparerPersonNm |
| PTIN | P00049523 | PTIN |
| Phone | 3105521600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,843,378 | 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 | $338,042 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,776 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,776 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,709,981 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$360 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $598,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,681 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $70,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,472 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,550 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $611 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $80,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $278,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $274,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,157 | CashEOYAmt |
| Cash EOYFMV | $2,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $446,403 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $330,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $330,052 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $83,498 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $558,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $812,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $832,620 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,553,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,756,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,678,549 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,642,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,901,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,843,378 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,642,063 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,901,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,642,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,901,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,642,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,901,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,642,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $274,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,934 | OtherIncreasesAmt |
| Subtotal | $3,941,817 | SubtotalAmt |
| Other Decreases | $40,117 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,901,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,989 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $232,999 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,423,027 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06807 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,994,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04043 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,894 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,443,700 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09080 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,961,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07699 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $614,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,456,993 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.42186 | DistributionYr5Rt |
| Total Distribution | 0.69815 | TotalDistributionRt |
| Average Distribution | 0.13963 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,784,755 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $528,465 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $530,721 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $278,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,512 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,512 | SubtotalAmt |
| Tax Based On Investment Income | $4,512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,843 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,843 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,331 | OverpaymentAmt |
| Applied To ES Tax | $4,331 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA BORDY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103002200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 500 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|
| MELISSA BORDY | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 1.00 | $0 |
| ROBERT HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| JOSEPH HELD | ||||||
| 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | Trustee | 0.00 | $0 |
| 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 | $3,248,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $593,449 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,842,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,842,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,784,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,512 | TotalTaxAmt |
| Distributable Before Adj | $184,726 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $184,726 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $184,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $278,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $278,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $278,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $184,726 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,068 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $67,609 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $244,541 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $278,900 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,174 | RemainingDistriFromCorpusAmt |
| Total Corpus | $338,715 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $317,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,960 | ExcessFromYear4Amt |
| Excess From Year3 | $102,068 | ExcessFromYear3Amt |
| Excess From Year1 | $67,609 | ExcessFromYear1Amt |
| Excess From Current Year | $94,174 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELISSA BORDY | ContributingManagerNm |
| Contributing Manager | ROBERT HELD | ContributingManagerNm |
| Contributing Manager | JOSEPH HELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Jewish Home for the Aging | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | N/A | PC | PUBLIC CHARITY | $11,000 |
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | N/A | PC | PUBLIC CHARITY | $6,000 |
| The Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | N/A | PC | PUBLIC CHARITY | $89,000 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DRIVE | BEL AIR | CA | 90077 | N/A | PC | PUBLIC CHARITY | $30,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BOULEVARD | LOS ANGELES | CA | 90043 | N/A | PC | PUBLIC CHARITY | $7,500 |
| HASS SCHOOL OF BUSINESS | |||||||
| 2220 PIEDMONT AVENUE | BERKELEY | CA | 94720 | N/A | PC | PUBLIC CHARITY | $10,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 629 FOSTER STREET | EVANSTON | IL | 60201 | N/A | PC | PUBLIC CHARITY | $3,500 |
| OUR HOUSE | |||||||
| 1663 SAWTELLE BOULEVARD | LOS ANGELES | CA | 90025 | N/A | PC | PUBLIC CHARITY | $680 |
| THE JUDY FUNDALZHEIMER'S ASSOCIATIO | |||||||
| 69730 HIGHWAY 111 SUITE 202 | RANCHO MIRAGE | CA | 92270 | N/A | PC | PUBLIC CHARITY | $500 |
| CEDAR SINAI BOARD OF GOVERNORS | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $1,500 |
| LOS ANGELES HOLOCAUST MUSEUM | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | N/A | PC | PUBLIC CHARITY | $600 |
| MARLBOROUGH SCHOOL | |||||||
| 250 S ROSSMORE AVENUE | LOS ANGELES | CA | 90004 | N/A | PC | PUBLIC CHARITY | $3,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATIO | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | N/A | PC | PUBLIC CHARITY | $25,000 |
| PHASE ONE | |||||||
| 256 26TH ST 201 | SANTA MONICA | CA | 90402 | N/A | PC | PUBLIC CHARITY | $3,000 |
| TEAM RUBICON | |||||||
| 300 N CONTINENTAL BLVD 100 | EL SEGUNDO | CA | 90245 | N/A | PC | PUBLIC CHARITY | $47,800 |
| BH FIREFIGHTER'S ASSOCIATION | |||||||
| P O BOX 1720 | BEVERLY HILLS | CA | 90213 | N/A | PC | PUBLIC CHARITY | $300 |
| COVENANT HOUSE | |||||||
| 1325 N WESTERN AVENUE | LOS ANGELES | CA | 90027 | N/A | PC | PUBLIC CHARITY | $100 |
| FRIENDS OF ROBINSON GARDENS | |||||||
| 1008 ELDEN WAY | BEVERLY HILLS | CA | 90210 | N/A | PC | PUBLIC CHARITY | $300 |
| JVS | |||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $250 |
| LARC | |||||||
| 29890 BOUQUET CANYON RD | SANTA CLARITA | CA | 91390 | N/A | PC | PUBLIC CHARITY | $300 |
| LIGHTHOUSE MEDICAL MISSIONS | |||||||
| 2216 SANTA MONICA BLVD 204 | SANTA MONICA | CA | 90404 | N/A | PC | PUBLIC CHARITY | $1,000 |
| MADD | |||||||
| 18726 WESTERN AVENUE 210 | GARDENA | CA | 90248 | N/A | PC | PUBLIC CHARITY | $120 |
| OXFAM AMERICAN | |||||||
| 1101 17TH STREET NW SUITE 1300 | WASHINGTON | DC | 20036 | N/A | PC | PUBLIC CHARITY | $900 |
| SEPHARDIC EDUCATIONAL CENTER | |||||||
| 6505 WILSHIRE BLVD 320 | LOS ANGELES | CA | 90048 | N/A | PC | PUBLIC CHARITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $243,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,776 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $128,276 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $22,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $124,989 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$22,851 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$22,851 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $260,681 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOSEPH HELD | ||||||
| 1 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $51,531 | Yes (X) |
| ROBERT HELD | ||||||
| 2 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $96,134 | Yes (X) |
| MELISSA BORDY | ||||||
| 3 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $47,165 | Yes (X) |
| TENU INVESTMENTS LLC | ||||||
| 4 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $108,669 | Yes (X) |
| TENU INVESTMENTS LLC | ||||||
| 5 | 1880 CENTURY PARK EAST 500 | LOS ANGELES | CA | 90067 | $34,544 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $51,531 | 2014-09-03 |
| 2 | SECURITIES | $96,134 | 2014-09-03 |
| 3 | SECURITIES | $47,165 | 2014-09-03 |
| 4 | SECURITIES | $108,669 | 2014-02-12 |
| 5 | SECURITIES | $34,544 | 2014-09-03 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distibution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year: Tax Year: 2009 Amount: 338042 Tax Year: 0 Amount: 0 | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - A/C 211 099568 912 | $238,470 | $231,387 |
| MORGAN STANLEY - A/C 211 099569 912 | $101,599 | $102,320 |
| MORGAN STANLEY - A/C 211 103727 912 | $258,860 | $274,670 |
| MORGAN STANLEY - A/C 211 099569 912 | $213,755 | $224,243 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS IN PARTNERSHIPS | AT COST | $390,517 | $395,552 |
| MORGAN STANLEY - A/C 211 099569 912 | AT COST | $130,515 | $119,937 |
| MORGAN STANLEY - A/C 211 099568 912 | AT COST | $7,001 | $7,563 |
| MORGAN STANLEY - A/C 211 099569 912 | AT COST | $582,232 | $588,766 |
| MORGAN STANLEY - A/C 211 104500 912 | AT COST | $308,837 | $301,527 |
| MORGAN STANLEY - A/C 211 104500 912 | AT COST | $318,472 | $301,748 |
| OPPENHEIMER G58-1562399 | AT COST | $1,019,233 | $963,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $35 |
| LICENSES & PERMITS | $85 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $22,491 | $22,491 |
| PARTNERSHIP INCOME | -$22,851 | -$22,851 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTIONS | $2,639 |
| TAX EXEMPT DIVIDENDS | $22,295 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $35,550 | $0 | $0 | $35,550 |
| INVESTMENT MANAGEMENT FEES | $34,472 | $34,472 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $9,800 | |
| FOREIGN TAX | $611 | $611 |