HJM FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HJM FAMILY FOUNDATION (EIN 87-3930544)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-08
- IRS object ID
- 202522819349100412
- Schema version
- 2024v5.2
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-08T08:35:57-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Disaster Relief | Los Angeles County Fire | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953784482 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayland & Vukadinovich LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1097 Aviation Blvd | AddressLine1Txt |
| City | Hermosa Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873930544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJM Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HJMF | BusinessNameControlTxt |
| Phone | 3102781830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9061 Santa Monica Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan H Monkarsh | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Vukadinovich | PreparerPersonNm |
| PTIN | P00025793 | PTIN |
| Phone | 4245317562 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,860,406 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $69,511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,511 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $69,511 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $125,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,196 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $125,196 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,401 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,172 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $79,798 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,798 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $79,798 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,284,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $284,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $281,677 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $6,213 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $30,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $30,347 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $6,620 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,620 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $6,620 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $15,054 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,715 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,715 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $75 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $45,970 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,634 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,634 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $287,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $45,970 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $996,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,936 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $235,707 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,936 | CashBOYAmt |
| Cash EOY | $1,012,273 | CashEOYAmt |
| Cash EOYFMV | $1,012,273 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,325,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,138,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,138,698 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $2,492,260 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,709,435 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,709,435 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,826,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,860,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,860,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,826,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,860,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,826,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,860,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,826,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,860,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,826,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $996,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,809 | OtherIncreasesAmt |
| Subtotal | $4,860,406 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,860,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Partnership K-1s | P | 2024-01-01 | 2024-06-01 | $7,172 | $7,172 | $7,172 |
| Partnership K-1s | P | 2000-01-01 | 2024-06-01 | $3,229 | $3,229 | $3,229 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,401 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,172 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,321 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,321 | SubtotalAmt |
| Tax Based On Investment Income | $3,321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,940 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,940 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $459 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | Yes (true) | 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 | Jonathan H Monkarsh | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102781830 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9061 Santa Monica Blvd | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Jonathan H Monkarsh | ||||||
| 9061 Santa Monica Blvd | Los Angeles | CA | 90069 | Trustee | 1.00 | $0 |
| Heidi R Monkarsh | ||||||
| 9061 Santa Monica Blvd | Los Angeles | CA | 90069 | Trustee | 1.00 | $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 | $3,393,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,393,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,393,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,897 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,342,213 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,321 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,321 | TotalTaxAmt |
| Distributable Before Adj | $163,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,634 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $229,634 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,790 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $20,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,196 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,634 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,844 | RemainingDistriFromCorpusAmt |
| Total Corpus | $86,040 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $86,040 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $20,196 | ExcessFromYear1Amt |
| Excess From Current Year | $65,844 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cayton Children's Museum | |||||||
| 395 Santa Monica Place 374 | Santa Monica | CA | 90401 | None | PC | Museum | $5,000 |
| Jewish Federation of Greater Los An | |||||||
| 6505 Wilshire Blvd 10th Floor | Los Angeles | CA | 90048 | None | PC | Educational Program | $101,800 |
| LAJ Health | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | None | PC | Health | $10,000 |
| Rett Syndrome Research Trust | |||||||
| 67 Under Cliff Road | Trumbull | CT | 06611 | None | PC | Research | $1,000 |
| At the Well | |||||||
| 1140 3rd Street NE | Washington | DC | 20002 | None | PC | Religious | $5,000 |
| Cedars Sinai Medical Center | |||||||
| 6500 Wilshire Blvd 1600 | Los Angeles | CA | 90048 | None | PC | Medical Research | $4,500 |
| Children's Hospital Los Angeles | |||||||
| 4650 Sunset Blvd | Los Angeles | CA | 90027 | None | PC | Medical Research | $5,000 |
| Camp Ramah in California | |||||||
| 17525 Ventura Blvd 310 | Encino | CA | 91316 | None | PC | Childrens Programs | $5,000 |
| Sinai Temple | |||||||
| 10400 Wilshire Blvd | Los Angeles | CA | 90024 | None | PC | Religious | $11,100 |
| JDC | |||||||
| 220 E 42nd Street 400 | New York | NY | 10017 | None | PC | Relief | $5,000 |
| Women's Guild Cedars Sinai | |||||||
| 407 North Maple Drive | Beverly Hills | CA | 90210 | None | PC | Medical Support | $1,000 |
| USC Hillel Foundation | |||||||
| 3300 S Hoover St | Los Angeles | CA | 90007 | None | PC | Wellness Program | $12,000 |
| Emilys Entourage | |||||||
| PO Box 71 | Merion Station | PA | 19065 | None | PC | Medical Research | $1,000 |
| HMLA | |||||||
| 100 The Grove Drive | Los Angeles | CA | 90036 | None | PC | Educational | $5,000 |
| JQ International | |||||||
| 801 Larrabee Street 10 | West Hollywood | CA | 90069 | None | PC | Educational | $10,000 |
| Beit T'Shuvah | |||||||
| 8831 Venice Blvd | Los Angeles | CA | 90034 | None | PC | Religious | $3,134 |
| Cedars Sinai Love Bugs | |||||||
| 6500 Wilshire Blvd 1600 | Los Angeles | CA | 90048 | None | PC | Educational | $1,000 |
| Phase One | |||||||
| 11726 San Vicente Blvd 560 | Los Angeles | CA | 90049 | None | PC | Educational | $4,400 |
| Cedars Sinai Women's Guild | |||||||
| 407 North Maple Drive | Beverly Hills | CA | 90210 | None | PC | Health | $5,300 |
| Hillel at UCLA | |||||||
| 574 Hilgard Ave | Los Angeles | CA | 90024 | None | PC | Educational | $7,500 |
| JAS - Jazz Aspen Snowmass | |||||||
| 110 E Hallam St 118 | Aspen | CO | 81611 | None | PC | Community Programs | $4,200 |
| Birthright Israel Foundation | |||||||
| PO Box 21615 | New York | NY | 10087 | None | PC | Educational | $5,000 |
| Judaism Alive | |||||||
| 14560 White Birch Valley Lane | Chesterfield | MO | 63017 | None | PC | Religious | $7,200 |
| The Schechter Institutes Inc | |||||||
| Box 3566 POB 8500 | Philadelphia | PA | 19178 | None | PC | Religious | $5,000 |
| OBKLA | |||||||
| 9190 W Olympic Blvd 263 | Beverly Hills | CA | 90212 | None | PC | Community Programs | $2,700 |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street 100 | Agawam | MA | 01001 | None | PC | Educational | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,634 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,511 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,196 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,401 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership K-1s | Desc |
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | -$21,341 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,139 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$21,341 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $306,247 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $284,906 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Joyce R Monkarsh | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2292 Betty Lane | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $6,213 | Amt |
| Net Investment Income | $6,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,213 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Apollo Total Return (Offshore) | $526,694 | ||
| Audax Senior Loan Fund (Offshore) | $539,660 | ||
| Blue Owl Asset Leasing Fund | $281,970 | $329,688 | |
| Ellington Enhanced Income | $302,627 | $270,094 | |
| Marathon Secured Income Fund LP | $575,369 | $520,314 | |
| Pantheon Private Debt PCO | $268,519 | $209,932 | |
| Partnership interest | $2,709,435 | ||
| S3 Real Estate Credit II | $214,596 | $139,490 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Licenses | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership K-1s | Desc |
| Revenue And Expenses Per Books | $79,798 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79,798 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Adjustments | Desc |
| Amt | $36,809 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory Fees | $27,659 | $27,659 | $27,659 | $0 |
| Other Fees | $2,688 | $2,688 | $2,688 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joyce R Monkarsh | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2292 Betty Lane | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Federal Income Tax | $12,339 | ||
| State Income Tax | $2,715 | $2,715 | $2,715 |
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