SHEILA DAVE AND SHERRY GOLD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHEILA DAVE AND SHERRY GOLD FOUNDATION (EIN 95-4636060)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349102005
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T18:01:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marina Pointe LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13700 Marina Pointe Dr No 632 | AddressLine1 |
| City | Marina del Rey | City |
| State | CA | State |
| ZIP Code | 90292 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954636060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA GOLD FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JEFF GOLD | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHARON UDKOFF | InCareOfNm |
| Business Name Control | SHEI | BusinessNameControlTxt |
| Phone | 3104915925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1 |
| Address Line2 | Suite 139 | AddressLine2 |
| City | STUDIO CITY | City |
| State | CA | State |
| ZIP Code | 91604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeff Gold | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3104915925 | PhoneNum |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Moskal | PreparerPersonNm |
| PTIN | P00844033 | PTIN |
| Phone | 3104915925 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,751,674 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77,013 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,013 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $440,237 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $440,237 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,966 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $516,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,216 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,299 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $649 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $300 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $686,106 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $686,106 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $710,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $686,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$194,113 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $523,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,816 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,924,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,509,864 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,509,864 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,141,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,819,631 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,100,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,422,141 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,311 | OtherAssetsBOYAmt |
| Other Assets EOY | $38 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,946,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,751,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,751,674 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $43,946,940 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,751,570 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,946,940 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,751,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,946,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,751,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,946,940 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$194,113 | ExcessRevenueOverExpensesAmt |
| Subtotal | $43,752,827 | SubtotalAmt |
| Other Decreases | $1,257 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,751,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 455 SHRS. BANK OF AMERICA | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2009-02-12 | AcquiredDt |
| Sold | 2013-05-28 | SoldDt |
| Gross Sales Price | $11,375 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,409 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,966 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,966 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,966 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,882,174 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,481,877 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068488 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $943,717 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,249,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077039 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $896,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,592,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07121 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $913,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,350,525 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $898,116 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,827,200 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064953 | DistributionYr5Rt |
| Total Distribution | 0.350141 | TotalDistributionRt |
| Average Distribution | 0.070028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,654,850 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,987,034 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,992,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $686,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,465 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,465 | SubtotalAmt |
| Tax Based On Investment Income | $10,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,684 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,184 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,719 | OverpaymentAmt |
| Applied To ES Tax | $5,719 | 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 | 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 | SHARON UDKOFF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104915925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3940 LAUREL CANYON BLVD | AddressLine1 |
| City | STUDIO CITY | City |
| State | CA | State |
| ZIP Code | 91604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVE GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SHERRY GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JEFF GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| HOWARD GOLD | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| KAREN SCHIFFER | ||||||||
| 3940 LAUREL CANYON BLVD 139 | STUDIO CITY | CA | 91604 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,639,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,665,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,304,416 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,304,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $649,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,654,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,132,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,132,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,465 | TotalTaxAmt |
| Distributable Before Adj | $2,122,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,122,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,122,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $686,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $686,755 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $686,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,122,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,583,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,583,649 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $686,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $148,126 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $538,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,583,649 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,583,649 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $148,126 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $148,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $148,126 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVE GOLD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALTA MED | |||||||
| 2040 CAMFIELD AVENUE | LOS ANGELES | CA | 90040 | NONE | PC | SUPPORT OF MEDICAL CARE SERVICES | $25,000 |
| ARMDIAMERICAN RED MAGEN DAVID FOR ISRAEL | |||||||
| 6505 WILSHIRE BLVD 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF VOLUNTEER MEDICAL RESPONSE TEAMS | $5,600 |
| BAYITH LEPLEITOT INC | |||||||
| 1362 E 21 STREET | BROOKLYN | NY | 11210 | NONE | PC | SUPPORT OF HOMELESS CHILDREN | $10,000 |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | |||||||
| 800 SOUTH FIGUEROA ST STE 620 | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT OF CHILD MENTORING | $1,000 |
| CAMP KESEM | |||||||
| PO BOX 1113 | LAFAYETTE | CA | 94549 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $1,000 |
| THE CHAI CENTER | |||||||
| PO BOX 66861 | LOS ANGELES | CA | 90066 | NONE | PC | SUPPORT OF JEWISH COMMUNITY | $10,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 6505 WILSHIRE BLVD STE 625 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF MILITARY SERVICE MEMBERS | $5,000 |
| HABITAT FOR HUMANITY LOS ANGELES | |||||||
| 17700 SOUTH FIGUEROA ST | GARDENA | CA | 90248 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $1,000 |
| HADASSAH SO CALIFORNIAMEDICAL RESEARCH | |||||||
| 10495 W SANTA MONICA BLVD 110 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $100,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 1919 SANTA MONICA BLVD SUITE 400 | SANTA MONICA | CA | 90404 | NONE | PC | SUPPORT OF HEALTH SERVICES | $5,000 |
| JEWISH BIG BROTHERS BIG SISTERS | |||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PC | SUPPORT OF CHILD MENTORING | $15,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PC | GRANTS FOR HOME LOANS | $2,000 |
| JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PC | SUPPORT OF CLINICAL AND HOSPICE SERVICES | $12,501 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PC | SUPPORT OF PREVENTION OF MASS ATROCITIES IN THE SUDAN & CONGO | $15,000 |
| KEHILLAT ISRAEL | |||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PC | SUPPORT OF RELIGION | $10,000 |
| MEALS ON WHEELS | |||||||
| 1823 MICHIGAN AVENUE | SANTA MONICA | CA | 90406 | NONE | PC | SUPPORT OF THE HOMEBOUND | $5,000 |
| MUSCULAR DYSTROPHY ASSOCIATIONWINGS OVER WALL ST | |||||||
| 11 E 44TH ST 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $5,000 |
| MYASTHENIA GRAVIS FOUNDATION OF CALIFORNIA | |||||||
| 5675 TELEGRAPH ROAD 230 | LOS ANGELES | CA | 90040 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $100,000 |
| PUBLIC CITIZEN | |||||||
| 1600 20TH STREET NW | WASHINGTON | DC | 20009 | NONE | PC | SUPPORT OF CONSUMER ADVOCACY | $200,000 |
| SASHA FARMS | |||||||
| PO BOX 222 | MANCHESTER | MI | 48158 | NONE | PC | SUPPORT OF HUMANE TREATMENT OF ANIMALS | $2,001 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | PC | SUPPORT OF RAPE VICTIMS | $1,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD STE 500 | LONG BEACH | CA | 90802 | NONE | PC | SUPPORT OF COMMUNITY NEEDS | $20,000 |
| UCLA - STEM CELL RESEARCH | |||||||
| 10902 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 900246516 | NONE | PC | SUPPORT OF MEDICAL RESEARCH | $100,000 |
| UCLA - UNICAMP | |||||||
| 900 HILGARD AVENUE STE 301 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT OF EDUCATION | $15,000 |
| VISTA DEL MAR CHILD & FAMILY SERVICES | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PC | SUPPORT OF FAMILY SERVICES | $10,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 Hurd Road | Brookline | MA | 02445 | None | PC | EDUCATIONAL PURPOSES | $1,001 |
| KADIMA DAY SCHOOL | |||||||
| 7011 Shoup Avenue | West Hills | CA | 91307 | NONE | PC | EDUCATIONAL PURPOSES | $1,001 |
| LAS MADRINAS | |||||||
| Department 6778 | Los Angeles | CA | 90084 | NONE | PC | MEDICAL PURPOSES | $500 |
| LOS ANGELES WATERKEEPER | |||||||
| 120 Broadway Suite 105 | Santa Monica | CA | 90401 | NONE | PC | PRESERVATION OF SANTA MONICA BAY | $5,001 |
| SOUND BODY SOUND MIND FOUNDATION | |||||||
| 11100 SANTA MONICA BLVD SUITE 191 | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT FOR HEALTHY YOUTH LIFESTYLES | $1,000 |
| SPCA LA | |||||||
| 5026 WEST JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PC | SUPPORT OF ANIMALS | $1,001 |
| THE BASIC FUND | |||||||
| 268 BUSH STREET 2717 | SAN FRANCISCO | CA | 94104 | NONE | PC | SUPPORT OF EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $686,106 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,013 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $440,237 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$423 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $516,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $516,827 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $1,299 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $649 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) REG. 53.4942(A)-3(D)(2), THE SHEILA GOLD FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS OF $148,126 AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $12,100,000 | EOYBookValueAmt |
| EOYFMV | $10,422,141 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,141,668 | EOYBookValueAmt |
| EOYFMV | $1,819,631 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS ACCR INT PAID | $1,106 | $0 | $0 |
| MS-ACCR INT PD (ACC GRP 05/46) | $151 | $0 | $0 |
| JP MORGAN - ACCRUED INTEREST | $54 | $38 | $38 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-RECOVERABLE INTEREST RECEIVABLE (MS) | Description |
| Amount | $1,257 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $300 | $300 |
| STATE FILING FEES | $235 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $23,000 | Amt |
Comments