HARRY AND HILDA EISEN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND HILDA EISEN FAMILY FOUNDATION (EIN 33-0492606)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349103317
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T16:09:18-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miller Giangrande LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 W Imperial Hwy Ste 110 | AddressLine1Txt |
| City | Brea | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 928213815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330492606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harry & Hilda Eisen Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 7142259813 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 North Citrus Avenue | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Rubinstein | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael B Becher | PreparerPersonNm |
| PTIN | P00645942 | PTIN |
| Phone | 7144942200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,793,876 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,267 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,267 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,267 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $94,941 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,941 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $94,941 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,176 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $782,443 | GrossSalesPriceAmt |
| Total Rev And Expnss | $82,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,208 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104,208 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,354 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1,370 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,370 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $536 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $37,675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,348 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,803 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104,208 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,368,655 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $479,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $479,985 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,317,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,922,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,041,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $166,288 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $164,723 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $89,532 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,005 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,686,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,657,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,793,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,686,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,657,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,686,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,657,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,686,351 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,657,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,686,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,803 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,659,548 | SubtotalAmt |
| Other Decreases | $1,662 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,657,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Short-Term Publicly Traded Securities | P | 2013-01-01 | 2014-01-01 | $586,915 | $609,284 | -$22,369 | -$22,369 |
| Long-Term Publicly Traded Securities | P | 2012-01-01 | 2014-01-01 | $187,282 | $195,335 | -$8,053 | -$8,053 |
| Capital Gain Dividends | |||||||
| $8,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,176 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,369 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,689,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00565 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $288,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,741,179 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,842,647 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04094 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,261,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04268 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $541,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,159,176 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17132 | DistributionYr5Rt |
| Total Distribution | 0.33770 | TotalDistributionRt |
| Average Distribution | 0.06754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,730,152 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $251,938 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $655 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,593 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,310 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,310 | SubtotalAmt |
| Tax Based On Investment Income | $1,310 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,321 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://eisenfamilyfoundation.com/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Rubinstein | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7142259813 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 North Citrus Avenue | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rita Miller | ||||||
| 439 1/2 South Palm Drive | Beverly Hills | CA | 90212 | President | 4.00 | $16,000 |
| Michael Rubinstein | ||||||
| 3580 Wilshire Blvd Ste 1260 | Los Angeles | CA | 90010 | Secretary | 4.00 | $16,000 |
| Norman Seldman | ||||||
| 309 Calle Delicada | San Clemente | CA | 92672 | Vice President | 4.00 | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,862,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $924,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,786,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,786,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,804 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,730,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,310 | TotalTaxAmt |
| Distributable Before Adj | $185,198 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $185,198 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $185,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,198 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $384,088 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $157,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,615 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $643,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,900 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,900 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $166,298 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $166,298 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $476,705 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $217,790 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $258,915 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $157,300 | ExcessFromYear3Amt |
| Excess From Year2 | $101,615 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lake Norconian Club Foundation | |||||||
| PO Box 7672 | Norco | CA | 92860 | None | Cons | Preserve and restore the historic Lake Norconian Club | $500 |
| The 1939 Society | |||||||
| 8950 West Olympic Boulevard 437 | Beverly Hills | CA | 90211 | None | Ed | To support Holocaust education, documentation and justice. | $1,400 |
| John F Kennedy Middle College HS | |||||||
| 1951 3rd Street | Norco | CA | 92860 | None | Ed | Encourage overcoming adversity. | $1,000 |
| Friends of the Israel Defense Force | |||||||
| 1430 Broadway | New York | NY | 10018 | None | Pub | Support educational, social, cultural and recreational programs and facilities for the soldiers of Israel and families of the fallen. | $5,000 |
| Bais Chaya Mushka Chabad | |||||||
| 9051 W Pico Blvd | Los Angeles | CA | 90035 | None | Ed | Provide an exemplary well rounded Judaic and general academic education to children in the Los Angeles area. | $10,000 |
| Yeshivat Kerem B'Yavneh | |||||||
| 1418 Avenue N Suite 1 | Brooklyn | NY | 11230 | None | Rel | Religious education. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,267 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,941 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,176 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$22,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,208 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,032 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,354 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LPL Financial | BondNm |
| EOY Book Value | $166,288 | EOYBookValueAmt |
| EOYFMV | $164,723 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Fidelity Investments | $507,656 | $533,597 |
| LPL Financial | $2,414,425 | $2,507,566 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL Financial | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $89,532 | BookValueAmt |
| EOYFMV | $108,005 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | $328 |
| Partnership Income Not on Books | $1,334 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Filing Fees | $20 | |
| Investment Account Fee | $37,348 | $37,348 |
| Miscellaneous | $307 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign Taxes Withheld | $476 |
| State Taxes | $60 |