CAS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAS FOUNDATION INC (EIN 48-1292269)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-30
- IRS object ID
- 201411819349100306
- Schema version
- 2013v3.0
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-30T13:33:35-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952875688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUMBINER SAVETT INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 CLOVERFIELD BLVD | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90404 | 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 | 481292269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAS FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASF | BusinessNameControlTxt |
| Phone | 3103948715 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 21ST STREET | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 904022436 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY J MELTZNER | PersonNm |
| Person Title | CEO AND DIRECTOR | PersonTitleTxt |
| Phone | 3103948715 | PhoneNum |
| Signature | 2014-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIONEL B SANDERS | PreparerPersonNm |
| PTIN | P00013139 | PTIN |
| Phone | 3108289798 | PhoneNum |
| Preparation | 2014-06-18 | PreparationDt |
| 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 | $11,781,616 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,667,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,577,079 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,667,512 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,859,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,859,465 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,006 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,006 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,138 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,382 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,286 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $284,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,582 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,565,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,859,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,175 | CashBOYAmt |
| Cash EOY | $3,353,717 | CashEOYAmt |
| Cash EOYFMV | $3,353,717 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,576,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,576,674 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,075,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,777,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,749,665 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $100,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,560 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,242,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,808,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,781,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,242,278 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,808,161 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,242,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,808,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,242,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,808,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,242,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,565,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,808,161 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,808,161 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS FIVE BELOW INC. | P | 2013-01-08 | 2013-01-16 | $10,432 | $9,545 | $887 | $887 |
| 400 SHS, KELLOGG COMPANY | P | 2012-02-16 | 2013-02-01 | $23,379 | $21,162 | $2,217 | $2,217 |
| 250 SHS, HAIN CELESTIAL GROUP INC. | P | 2013-01-30 | 2013-02-07 | $14,691 | $13,778 | $913 | $913 |
| 1,000 SHS, HEALTHCARE TR AMER INC. | P | 2013-01-24 | 2013-02-21 | $11,319 | $10,436 | $883 | $883 |
| 1,000 SHS, ROCHESTER MEDICAL CORP | P | 2013-02-19 | 2013-02-21 | $14,189 | $13,881 | $308 | $308 |
| 300 SHS, COACH INC. | P | 2012-10-31 | 2013-02-27 | $14,540 | $14,087 | $453 | $453 |
| 400 SHS, NEWS CORP CL B | P | 2012-10-31 | 2013-03-13 | $12,224 | $9,850 | $2,374 | $2,374 |
| 600 SHS, MASCO CORP | P | 2013-02-21 | 2013-03-14 | $12,200 | $11,441 | $759 | $759 |
| 300 SHS, HAIN CELESTIAL GROUP | P | 2013-02-21 | 2013-03-22 | $18,626 | $17,191 | $1,435 | $1,435 |
| 1,500 SHS, SPRINT CORP | P | 2013-01-23 | 2013-04-01 | $9,220 | $8,601 | $619 | $619 |
| 500 SHS, VALE S A ADR | P | 2013-03-21 | 2013-04-10 | $9,149 | $8,626 | $523 | $523 |
| 1,000 SHS, HEALTHCARE TR AMER INC. | P | 2013-03-22 | 2013-05-03 | $12,569 | $11,491 | $1,078 | $1,078 |
| 1,500 SHS, ORCHARD SUPPLY HARDWARE | P | 2013-03-27 | 2013-06-06 | $4,684 | $6,081 | -$1,397 | -$1,397 |
| 1,000 SHS, DOLE FOOD COMPANY INC. | P | 2013-01-29 | 2013-06-11 | $12,234 | $11,359 | $875 | $875 |
| 1,500 SHS, UNIVERSAL INSURANCE HOLDING | P | 2013-02-05 | 2013-06-11 | $10,734 | $6,741 | $3,993 | $3,993 |
| 1,000 SHS, GENWORTH FINL INC. | P | 2013-05-20 | 2013-07-05 | $12,184 | $10,826 | $1,358 | $1,358 |
| 300 SHS, FACEBOOK INC. | P | 2013-02-11 | 2013-07-25 | $9,889 | $8,531 | $1,358 | $1,358 |
| 500 SHS, MONDELEZ INTERNATIONAL | P | 2012-10-16 | 2013-07-31 | $15,499 | $13,826 | $1,673 | $1,673 |
| 700 SHS, ROCHESTER MEDICAL CORP | P | 2013-04-10 | 2013-08-01 | $10,464 | $10,240 | $224 | $224 |
| 1,000 SHS, SPRINT CORP | P | 2013-07-30 | 2013-08-06 | $6,864 | $5,986 | $878 | $878 |
| 114 SHS, LEIDOS HOLDINGS INC. | P | 2013-04-08 | 2013-09-30 | $1,384 | $1,384 | $0 | $0 |
| 11,000 SHS NATL TECHNICAL SYS INC. | P | 2013-11-25 | $253,001 | $179,184 | $73,817 | $73,817 | |
| 400 SHS, NEXTERA ENERGY CAP | P | 2013-01-15 | 2013-12-27 | $7,239 | $10,000 | -$2,761 | -$2,761 |
| 1,514 SHS, SPARK NETWORKS INC. | P | 2013-12-31 | $9,104 | $12,465 | -$3,361 | -$3,361 | |
| 1,000 SHS, FORD MOTOR COMPANY | P | 2010-10-05 | 2013-01-11 | $13,934 | $13,061 | $873 | $873 |
| 300 SHS, COCA-COLA COMPANY | P | 2011-04-01 | 2013-01-30 | $11,175 | $10,059 | $1,116 | $1,116 |
| 500 SHS, CITIGROUP INC. | P | 2010-07-06 | 2013-02-05 | $21,469 | $19,436 | $2,033 | $2,033 |
| 500 SHS, PUBLIC STORAGE DEP | P | 2012-01-05 | 2013-02-13 | $13,134 | $12,500 | $634 | $634 |
| 1,000 SHS, HUNTINGTON BANCSHRES INC. | P | 2010-12-21 | 2013-04-25 | $7,079 | $6,745 | $334 | $334 |
| 1,000 SHS, AMERN AXLE & MFG HLDGS INC. | P | 2011-01-04 | 2013-04-29 | $13,564 | $13,666 | -$102 | -$102 |
| 250 SHS, CONOCO PHILLIPS | P | 2011-12-27 | 2013-06-04 | $15,379 | $14,710 | $669 | $669 |
| 4,000 SHS, ALPINE GLOBAL PREMIER PROPERTIES | P | 2013-07-10 | $15,647 | $80,000 | -$64,353 | -$64,353 | |
| 2,586 SHS, ALPINE GLOBAL PREMIER PROPERTIES | P | 2013-07-12 | $19,674 | $50,594 | -$30,920 | -$30,920 | |
| 1,500 SHS, CROWN CRAFTS INC. | P | 2012-05-04 | 2013-07-17 | $9,416 | $8,471 | $945 | $945 |
| 7,600 SHS, ING GBL EQ DIV&PREM | P | 2013-08-05 | $71,210 | $142,474 | -$71,264 | -$71,264 | |
| 1,500 SHS FRONTIER COMMUNICATIONS CORP | P | 2010-11-05 | 2013-09-03 | $6,499 | $13,796 | -$7,297 | -$7,297 |
| 2,000 SHS, ING GBL EQ | P | 2006-03-23 | 2013-09-03 | $18,529 | $38,434 | -$19,905 | -$19,905 |
| 2,100 SHS INVESCO VAN KAMPEN | P | 2007-06-27 | 2013-09-03 | $26,517 | $42,000 | -$15,483 | -$15,483 |
| 500 SHS, UNIPHASE CORP | P | 2011-02-14 | 2013-09-03 | $6,349 | $13,965 | -$7,616 | -$7,616 |
| 500 SHS, JAKKS PACIFIC INC. | P | 2012-07-31 | 2013-09-03 | $2,469 | $8,061 | -$5,592 | -$5,592 |
| 1,200 SHS, NUVERRA ENVIRONMENTAL SOLUTIONS INC. | P | 2011-04-26 | 2013-09-03 | $2,867 | $7,674 | -$4,807 | -$4,807 |
| 1,000 SHS, SANDRIDGE ENERGY INC. | P | 2011-08-04 | 2013-09-03 | $5,124 | $10,191 | -$5,067 | -$5,067 |
| 4,000 SHS, TELESTONE TECHNOLOGIES | P | 2010-11-24 | 2013-09-03 | $2,454 | $49,091 | -$46,637 | -$46,637 |
| 338,001 SHS, NATL TECHNICAL SYS INC. | P | 2013-11-25 | $7,774,045 | $1,785,180 | $5,988,865 | $5,988,865 | |
| 1,000 SHS, ROUNDY'S INC. | P | 2012-04-13 | 2013-12-20 | $9,859 | $11,841 | -$1,982 | -$1,982 |
| 5,100 SHS, ENTERGY CORP | P | 2006-01-26 | 2013-12-26 | $317,675 | $350,872 | -$33,197 | -$33,197 |
| 23,600 SHS, GENERAL ELECTRIC CO | P | 2013-12-26 | $656,822 | $804,581 | -$147,759 | -$147,759 | |
| 48,000 SHS, ING GBL EQ DIV&PREM | P | 2013-12-26 | $433,546 | $905,453 | -$471,907 | -$471,907 | |
| 1,500 SHS, NOVAGOLD RESOURCES INC. | P | 2010-11-10 | 2013-12-26 | $3,610 | $20,788 | -$17,178 | -$17,178 |
| 10,000 SHS, ALLIANZGI NFJ DIV | P | 2013-12-27 | $179,854 | $232,902 | -$53,048 | -$53,048 | |
| 700 SHS, ARCH COAL INC. | P | 2011-04-27 | 2013-12-27 | $3,008 | $23,929 | -$20,921 | -$20,921 |
| 14,500 SHS, ING GBL EQ DIV&PREM | P | 2013-12-27 | $129,789 | $254,163 | -$124,374 | -$124,374 | |
| 500 SHS, TEVA PHARMACEUTICAL IND. | P | 2010-09-24 | 2013-12-27 | $19,834 | $27,414 | -$7,580 | -$7,580 |
| 10,000 SHS, VITRUS TOTAL RETURN | P | 2006-07-25 | 2013-12-27 | $39,894 | $130,920 | -$91,026 | -$91,026 |
| 26,000 SHS, GUANWEI RECYCLING CORP | P | 2013-12-30 | $76,253 | $205,751 | -$129,498 | -$129,498 | |
| 500 SHS, SOLAR CAPITAL LTD | P | 2011-06-10 | 2013-12-30 | $11,219 | $12,541 | -$1,322 | -$1,322 |
| 2,000 SHS, ALCOA INC | P | 2013-09-03 | $15,364 | $29,502 | -$14,138 | -$14,138 | |
| 6,000 SHS, ALLIANZGI NJF DIV INT | P | 2006-05-12 | 2013-12-27 | $108,000 | $132,090 | -$24,090 | -$24,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,667,512 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $208,126 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,693,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036557 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,779,063 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $178,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,008,943 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,407,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031720 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $334,412 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,729,170 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058370 | DistributionYr5Rt |
| Total Distribution | 0.190657 | TotalDistributionRt |
| Average Distribution | 0.038131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,901,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $339,430 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,594 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $388,024 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $293,486 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,187 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,187 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $95,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $99,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,313 | OverpaymentAmt |
| Applied To ES Tax | $2,313 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GUMBINER SAVETT INC | IndividualWithBooksNm |
| Phone | 3108289798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1723 CLOVERFIELD BOULEVARD | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 904044007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2011 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| SIDNEY J MELTZNER | ||||||||
| 404 21ST STREET | SANTA MONICA | CA | 904022436 | CEO AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLE J MELTZNER | ||||||||
| 404 21ST STREET | SANTA MONICA | CA | 904022436 | SECRETARY AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARON MELTZNER | ||||||||
| 404 21ST STREET | SANTA MONICA | CA | 904022436 | TREASURER AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,901,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,136,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,037,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,037,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,901,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,187 | TotalTaxAmt |
| Distributable Before Adj | $347,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $347,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $347,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $293,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $293,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $347,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $282,331 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $11,217 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $282,331 | AppliedToYear1Amt |
| Applied To Prior Years | $11,155 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $62 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $62 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $347,898 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SIDNEY J MELTZNER | ContributingManagerNm |
| Contributing Manager | CAROLE J MELTZNER | ContributingManagerNm |
| Contributing Manager | ARON MELTZNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF JEWISH RELIGION | |||||||
| 6301 RIVERDALE AVENUE | RIVERDALES | NY | 10471 | NONE | PUBLIC CHARITY | ACADEMIC RESEARCH | $2,000 |
| ALZHEIMER DISEASE RESEARCH | |||||||
| 1520 SAN PABLO ST HCT3000 | LOS ANGELES | CA | 90033 | NONE | PUBLIC CHARITY | ALZHEIMER RESEARCH | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CANCER RESEARCH | $700 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| 9911 W PICO BLVD STE 1520 | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAM | $2,500 |
| AMERICAN FRIENDS MAGEN DAVID ADOM | |||||||
| 3175 COMMERCIAL AVENUE SUITE 101 | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | MEDICAL VOLUNTEERING | $2,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| AMERICAN VALUES | |||||||
| 2800 SHIRLINGTON RD STE 950 | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ANTI DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 |
| BNAI BIRTH | |||||||
| 2020 K ST NEW 7TH FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | HUMANITARIAN RIGHTS | $1,200 |
| BOYS & GIRLS CLUB OF SANTA MONICA | |||||||
| 1238 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | FAMILY ASSISTANCE PROGRAM | $1,000 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| 135 PARKINSON AVENUE | STATEN ISLAND | NY | 10305 | NONE | PUBLIC CHARITY | PARKINSONS RESEARCH | $600 |
| CALIFORNIA STATE SHERIFF'S ASSOCIATION | |||||||
| PO BOX 980790 | WEST SACRAMENTO | CA | 957980790 | NONE | PUBLIC CHARITY | TRAINING PROGRAM | $500 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | MEDIA MONITORING | $3,000 |
| CARING BRIDGE | |||||||
| PO BOX 131447 | HOUSTON | TX | 77219 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $1,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 914991964 | NONE | PUBLIC CHARITY | UNIVERSITY EDUCATIONAL PROGRAMS | $800 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | SOCIAL SERVICES FOR VETERANS | $1,000 |
| EISENHOWER MEDICAL CENTER FOUNDATION | |||||||
| 39000 BOB HOPE DRIVE | RANCHO MIRAGE | CA | 92270 | NONE | PUBLIC CHARITY | MEDICAL PROGRAMS | $1,000 |
| DOCTORS WITHOUT BOARDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | MEDICAL PROGRAMS | $500 |
| FLAME | |||||||
| PO BOX 590359 | SAN FRANCISCO | CA | 94159 | NONE | PUBLIC CHARITY | PUBLIC EDUCATION INFORMATION | $1,700 |
| HADASSAH | |||||||
| 50 WEST 58 STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TEACHING AND RESEARCH INFORMATION | $1,000 |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 333 SEVENTH AVENUE 16TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $1,000 |
| HILLEL OF SAN DIEGO | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATIONAL OUTREACH PROGRAMS | $500 |
| HONEST REPORTING | |||||||
| 10024 SKOKIE BLVD SUITE 201 | SKOKIE | IL | 60077 | NONE | PUBLIC CHARITY | MEDIA WATCHDOG | $1,700 |
| ILLINOIS INSTITUTE OF TECHNOLOGY | |||||||
| 3300 SOUTH FEDERAL ST | CHICAGO | IL | 60616 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $2,000 |
| JEWISH FAMILY SERVICE | |||||||
| 16439 VANOWEN STREET | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | COMMUNITY PROGRAM | $2,500 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 305 7TH AVENUE 19TH FL | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | PERSERVING LEGACY OF HOLOCAUST SURVIVORS | $800 |
| JEWISH NATIONAL FUND | |||||||
| 6310 SAN VICENTE BLVD NO 425 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | HELP JEWISH CHARITIES AND INDIVIDUALS | $1,800 |
| JEWISH WAR VETERANS OF THE USA | |||||||
| 1811 R STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | WWII MEMORIAL FUND | $5,000 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | EDUCATIONAL OUTREACH PROGRAM | $1,500 |
| KEHILLAT MA'ARAV | |||||||
| 1715 21ST | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | SCHOLARSHIPS, RELEIF AND EDUCATION PROGRAMS | $116,500 |
| KESHET | |||||||
| 284 AMORY ST | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | JEWISH COMMUNITY OUTREACH PROGRAMS | $1,000 |
| NEW WEST SYMPHONY | |||||||
| 2100 THOUSAND OAKS BLVD D | THOUSAND OAKS | CA | 91362 | NONE | PUBLIC CHARITY | CLASSIC MUSIC - GENERAL FUND | $1,000 |
| LACMA | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | ART MUSEUM - GENERAL FUND | $600 |
| GIFT OF LIFE | |||||||
| 401 NORTH 3RD STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | ORGAN AND TISSUE PROGRAM | $2,000 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | SENIOR PROGRAM | $2,000 |
| MACCABI SPORTS USA | |||||||
| 1926 ARCH STREET 4R | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | JEWISH ENRICHMENT PROGRAM | $2,000 |
| MCHENRY COUNTY CONGREGATION | |||||||
| 8617 RIDGEFIELD RD | CRYSTAL LAKE | IL | 60012 | NONE | PUBLIC CHARITY | GENEAL FUND | $2,000 |
| MEALS ON WHEELS | |||||||
| 900 HILGARD AVENUE | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | PROVIDE MEALS FOR ELDERLY/DISABLE | $2,000 |
| MICHAEL FOX FOUNDATION | |||||||
| PO BOX 780 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | PARKINSONS DISEASE RESEARCH | $500 |
| MILKEN COMMUNITY HIGH SCHOOL | |||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $48,000 |
| MULTIPLE SCLEROSIS ASSOC OF AMERICA | |||||||
| 706 HADDONFIELD RD | CHERRY HILL | NJ | 08002 | NONE | PUBLIC CHARITY | MULTIPLE SCLEROSIS RESEARCH | $1,000 |
| NATIONAL CHILDREN CANCER SOCIETY | |||||||
| ONE SOUTH MEMORIAL DRSTE 800 | ST LOUIS | MO | 63102 | NONE | PUBLIC CHARITY | CANCER RESEARCH | $800 |
| NATIVE AMERICAN HERITAGE | |||||||
| 1737 ELGIN RD | HIGHLAND | KS | 66035 | NONE | PUBLIC CHARITY | MUSEUM GENERAL FUND | $600 |
| NEW HORIZONS | |||||||
| 15725 PARTHENIA ST | NORTH HILLS | CA | 91343 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $3,000 |
| NEW LA CHARTER SCHOOL | |||||||
| 5100 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $2,000 |
| SUPPORT MET BROADCAST CAMPAIGN | |||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | MUSEUM SUPPORT - GENERAL FUND | $1,000 |
| OPICA HOME | |||||||
| 11759 MISSOURI AVENUE | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | ADULT DAY SERVICES AND COUNSELING | $1,000 |
| PBS SOCAL | |||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | NONE | PUBLIC CHARITY | PUBLIC BROADCAST PROGRAMS | $700 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | CLEFT LIP SURGERY SUPPORT | $500 |
| QUEENS COLLEGE FOUNDATION | |||||||
| 65-30 KISSENA BLVD | FLUSHING | NY | 11367 | NONE | PUBLIC CHARITY | EUDCATIONAL PROGRAMS | $500 |
| SALVATION ARMY | |||||||
| 1518 W 11TH STREET | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $600 |
| SANTA MONICA CONSERVATORY | |||||||
| PO BOX 653 | SANTA MONICA | CA | 90406 | NONE | PUBLIC CHARITY | PRESERVATION | $3,000 |
| SEPHARDIC EDUCATIONAL CENTER | |||||||
| 10808 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMS | $3,000 |
| SHARE OUR STRENGTH | |||||||
| 733 15TH STREET NW STE 640 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | FOOD PANTRY PROGRAM | $1,500 |
| SPECIAL OLYMPICS SO CALIFORNIA | |||||||
| 1133 19TH STREET NW 12TH FLR | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | BENEFITS PROGRAMS WITH INTELECTUAL DISABILITIES | $1,000 |
| ST JOHNS HEALTH CENTER | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | MEDICAL CHARITY | $500 |
| ST JUDE HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | MEDICAL CHARITY | $700 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | EDUCATE PEOPLE ABOUT ISRAEL | $1,400 |
| THE SCHUSTER INSTITUTE | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | INVESTIGATIVE JOURNALISM | $5,000 |
| THE NEW SHUL | |||||||
| 440 PARK AVENUE SOUTH 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | JEWISH EDUCATION | $3,000 |
| USO WORLD HEADQUARTERS | |||||||
| 2111 WILSON BLVD SUITE 1200 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | MILITARY SUPPORT PROGRAMS | $1,000 |
| VETERANS OF FOREIGN WARS | |||||||
| 200 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | MILITARY VETERANS SUPPORT PROGRAMS | $1,000 |
| VISTA DEL MAR | |||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | MENTAL HEALTH SERVICES FOR CHILDREN | $1,000 |
| WEST POINT CHAPEL | |||||||
| WEST POINT | WEST POINT | NY | 10996 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| WEST SIDE JEWISH COMMUNITY CENTER | |||||||
| 5870 OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $2,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | PUBLIC CHARITY | RESCUE OF YIDDISH BOOKS | $1,600 |
| YMCA | |||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $22,000 |
| ZIONIST ORGANIZATION OF AMERICA | |||||||
| 4 EAST 34TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | WAR VETERAN HELP PROGRAM | $800 |
| NACOEJ | |||||||
| 255 WEST 36TH ST SUITE 701 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SOCIAL SERVICE PROGRAMS | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $284,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,866 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,667,512 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,859,465 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,859,465 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,006 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,006 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO APPLY CURRENT YEAR EXCESS DISTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GENERAL MOTORS NOTE | BondNm |
| EOY Book Value | $100,080 | EOYBookValueAmt |
| EOYFMV | $101,560 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 257,475 SHS. NATIONAL TECH | $0 | $0 |
| 81,568.685 SHS. FRANKLIN TEMPLETON FUND | $1,030,682 | $1,090,573 |
| 23,600 SHS. GENERAL ELECTRIC | $0 | $0 |
| 5,100 SHS. ENTERGY CORP | $0 | $0 |
| 14,240 SHS. LAKELAND INDUSTRIES | $249,587 | $74,902 |
| 2,586 SHS. ALPINE GLOBAL PREMIER PROP | $0 | $0 |
| 4,000 SHS, ALPINE TOTAL DYNAMIC | $0 | $0 |
| 80,526 SHS. NATIONAL TECHNICAL SYSTEM INC | $0 | $0 |
| 4,000 SHS. TELESTONE TECHNOLOGIES | $0 | $0 |
| 2,100 SHS. INVESCO VAN KAMPEN DYNAMIC | $0 | $0 |
| 72,100 SHS. ING GBL EQ DIV & PREM OP | $0 | $0 |
| 16,000 SHS. NFJ DIVIDEND INTERST & PREM STRAT FUND | $0 | $0 |
| 2,000 SHS. ALCOA | $0 | $0 |
| 400 SHS. BERKSHIRE HATHAWAY D | $30,902 | $47,424 |
| 5,000 SHS CITIGROUP | $0 | $0 |
| 1,000 SHS FORD MOTOR CO | $0 | $0 |
| 1,500 SHS. FRONTIER COMMUNICATIONS | $0 | $0 |
| 46,000 SHS GUANWEI RECYCLING | $0 | $0 |
| 500 SHS. HONEYWELL | $21,936 | $45,685 |
| 1,000 SHS. HUNTINGTON BANCSHARES | $6,745 | $9,650 |
| 1,500 SHS. NOVAGOLD RESOURCES | $0 | $0 |
| 1,000 SHS. SANDRIDGE ENERGY | $0 | $0 |
| 500 SHS. TEVA PHARMACEUTICAL | $0 | $0 |
| 1,000 SHS, AMERN AXLE & MFG HLDG | $0 | $0 |
| 700 SHS, ARCH COAL INC. | $0 | $0 |
| 500 SHS, COCA-COLA | $16,765 | $20,655 |
| 250 SHS, CONOCO PHILLIPS | $0 | $0 |
| 500 SHS, DOW CHEMICAL COMPANY | $18,251 | $22,200 |
| 500 SHS, HALLIBURTON COMPANY | $24,771 | $25,375 |
| 1,200 SHS HECKMANN CORP | $0 | $0 |
| 300 SHS HESS CORP | $24,088 | $24,900 |
| 500 SHS JP MORGAN CHASE | $22,016 | $29,240 |
| 1,000 SHS MANITOWOC COMPANY INC. | $21,821 | $23,320 |
| 700 SHS, PUBLIC STORAGE DEP | $17,500 | $16,359 |
| 500 SHS, SOLAR CAPTIAL LTD | $0 | $0 |
| 500 SHS, UNIPHASE CORP PAR | $0 | $0 |
| 10,000 SHS VIRTUS TOTAL RETURN | $0 | $0 |
| 263 SHS ACCO BRANDS | $2,500 | $1,767 |
| 25 SHS APPLE INC. | $14,124 | $14,025 |
| 600 SHS BB&T CORP | $15,000 | $12,888 |
| 1,500 SHS BGC PARTNERS INC. | $0 | $0 |
| 500 SHS CAPITAL ONE FINL CORP | $12,500 | $10,870 |
| 1,500 SHS CROWN CRAFTS INC. | $0 | $0 |
| 500 SHS JAKKS PACIFIC INC. | $0 | $0 |
| 300 SHS JOHNSON & JOHNSON | $20,444 | $27,477 |
| 400 SHS KELLOGG COMPANY | $0 | $0 |
| 500 SHS MONDELEZ INTERNATIONAL | $0 | $0 |
| 400 SHS NEWS CORP CL B | $0 | $0 |
| 250 SHS NOVA COPPER INC. | $748 | $380 |
| 125 SHS PHILLIPS 66 INC | $3,571 | $9,641 |
| 500 SHS PRUDENTIAL FINANCIAL | $12,500 | $10,560 |
| 500 SHS PUBLIC STORAGE DEP | $0 | $0 |
| 1,000 SHS ROUNDY'S INC. | $0 | $0 |
| 200 SHS ALLERGAN INC | $20,812 | $22,216 |
| 400 SHS ALLSTATE CORP | $10,000 | $8,400 |
| 1,500 SHS. BGC PARTNERS INC. | $11,326 | $9,075 |
| 250 SHS ENSCO PLC | $15,371 | $14,295 |
| 800 SHS, EXELIS | $11,495 | $15,248 |
| 400 SHS, FIRST REPUBLIC BANK | $10,000 | $7,720 |
| 1,000 SHS FOX FACTORY HLDG | $16,931 | $17,620 |
| 300 SHS, HOLLYFRONTIER CORP | $15,856 | $14,907 |
| 200 SHS, LEIDOS HOLDINGS INC. | $9,715 | $9,298 |
| 300 SHS, PINNACLE FOOD INC. | $6,800 | $8,238 |
| 1,000 SHS ROYAL BANK SCOTLAND | $10,046 | $11,330 |
| 114 SHS, SCIENCE APPLICATIONS INT. | $1,384 | $3,770 |
| 1,000 SHS SPRINT CORP | $6,406 | $10,750 |
| 300 SHS, STARBUCKS CORP | $16,328 | $23,517 |
| 500 SHS, WELLS FARGO & CO | $17,536 | $22,700 |
| 1,000 SHS, ZOETIS INC. | $31,233 | $32,690 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES & MISC | Desc |
| Revenue And Expenses Per Books | $117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $117 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CALIFORNIA SECRETARY OF STATE | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $4,078 | $0 | $4,078 |
| CALIFORNIA FILING FEES | $60 | $0 | $60 |
| FOREIGN TAXES | $96 | $96 | $0 |
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