THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349102012
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T19:52:12-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO HAWORTH & VOGEL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15303 VENTURA BLVD SUITE 1650 | AddressLine1 |
| City | SHERMAN OAKS | City |
| State | CA | State |
| ZIP Code | 91403 | 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 | 954129953 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RASKIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RASK | BusinessNameControlTxt |
| Phone | 8187893724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16033 SABANA LANE | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RASKIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8187893724 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOREEN YEH | PreparerPersonNm |
| PTIN | P00229072 | PTIN |
| Phone | 8184936650 | PhoneNum |
| 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 | $525,213 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,017 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,017 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,163 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,200 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,703 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,352 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,806 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,105 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,105 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,806 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,105 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,394 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $889 | CashBOYAmt |
| Cash EOY | $2,190 | CashEOYAmt |
| Cash EOYFMV | $2,190 | CashEOYFMVAmt |
| Corporate Stock BOY | $444,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $429,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $523,023 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $444,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $431,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $525,213 | 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 | $444,907 | RetainedEarningBOYAmt |
| Retained Earning EOY | $431,845 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $444,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $431,845 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $444,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $431,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $444,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $431,845 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $431,845 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 185.185 OVERLAY A PORTFOLIO | P | 2011-11-16 | 2013-01-10 | $2,000 | $2,069 | -$69 | -$69 |
| 21.850 OVERLAY A PORTFOLIO | P | 2011-11-16 | 2013-01-29 | $240 | $244 | -$4 | -$4 |
| 57.350 BERNSTEIN INTERMEDIATE DURATION | P | 2001-10-16 | 2013-01-29 | $801 | $747 | $54 | $54 |
| 21.243 OVERLAY A PORTFOLIO | P | 2011-11-16 | 2013-04-24 | $241 | $237 | $4 | $4 |
| 58.024 BERNSTEIN INTERMEDIATE DURATION | P | 2001-10-16 | 2013-04-24 | $818 | $756 | $62 | $62 |
| 250.627 ALLIANCE BERNSTEIN VALUE | P | 2011-11-16 | 2013-07-16 | $3,000 | $2,145 | $855 | $855 |
| 20.611 OVERLAY A PORTFOLIO | P | 2011-11-16 | 2013-07-25 | $243 | $230 | $13 | $13 |
| 61.226 BERNSTEIN INTERMEDIATE DURATION | P | 2001-10-16 | 2013-07-25 | $825 | $797 | $28 | $28 |
| 57.254 ALLIANCEBERNSTEIN LG CAP GROWTH | P | 2011-11-16 | 2013-08-12 | $2,060 | $1,500 | $560 | $560 |
| 242.175 ALLIANCE BERNSTEIN VALUE | P | 2011-11-16 | 2013-08-12 | $2,940 | $2,073 | $867 | $867 |
| 20.123 OVERLAY A PORTFOLIO | P | 2011-11-16 | 2013-10-24 | $248 | $225 | $23 | $23 |
| 61.087 BERNSTEIN INTERMEDIATE DURATION | P | 2001-10-16 | 2013-10-24 | $830 | $795 | $35 | $35 |
| 121.109 ALLIANCEBERNSTEIN LG CAP GROWTH | P | 2011-11-16 | 2013-11-19 | $4,785 | $3,173 | $1,612 | $1,612 |
| 149.609 ALLIANCE BERNSTEIN VALUE | P | 2011-11-16 | 2013-11-19 | $1,915 | $1,281 | $634 | $634 |
| 64.948 ALLIANCEBERNSTEIN LG CAP GROWTH | P | 2011-11-16 | 2013-11-26 | $2,620 | $1,702 | $918 | $918 |
| 177.108 ALLIANCE BERNSTEIN VALUE | P | 2011-11-16 | 2013-11-26 | $2,290 | $1,516 | $774 | $774 |
| 62.658 BERNSTEIN INTERNATIONAL | P | 2001-12-06 | 2013-11-26 | $1,019 | $916 | $103 | $103 |
| 47.360 BERNSTEIN INTERNATIONAL | P | 2001-12-06 | 2013-11-26 | $771 | $615 | $156 | $156 |
| 49.241 ALLIANCEBERNSTEIN LG CAP GROWTH | P | 2011-11-16 | 2013-12-03 | $1,980 | $1,290 | $690 | $690 |
| 128.494 ALLIANCE BERNSTEIN VALUE | P | 2011-11-16 | 2013-12-03 | $1,655 | $1,100 | $555 | $555 |
| 248.178 OVERLAY A PORTFOLIO | P | 2011-11-16 | 2013-12-03 | $3,065 | $2,772 | $293 | $293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,163 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,872 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $461,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056119 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,430 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $488,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052103 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $504,328 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050344 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,798 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $462,987 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051401 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,866 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $566,772 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052695 | DistributionYr5Rt |
| Total Distribution | 0.262662 | TotalDistributionRt |
| Average Distribution | 0.052532 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $489,688 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $144 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,868 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,105 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $522 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $522 | TotalPaymentsAndCreditsAmt |
| Overpayment | $378 | OverpaymentAmt |
| Applied To ES Tax | $378 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY RASKIN | IndividualWithBooksNm |
| Phone | 8187893724 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16033 SABANA LANE | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | 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 | 0 | UndistributedIncomePYInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAY RASKIN | ||||||||
| 16033 SABANA LANE | ENCINO | CA | 91436 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| GARY RASKIN | ||||||||
| 1725 HILLSIDE DRIVE | GLENDALE | CA | 91208 | VICE PRESIDENT | 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) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $495,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $497,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $497,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $489,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $144 | TotalTaxAmt |
| Distributable Before Adj | $24,340 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,340 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,340 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,105 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,105 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $144 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,961 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,340 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $802 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,521 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,105 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,765 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,286 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,705 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $802 | ExcessFromYear4Amt |
| Excess From Year3 | $543 | ExcessFromYear3Amt |
| Excess From Year2 | $1,574 | ExcessFromYear2Amt |
| Excess From Year1 | $2,897 | ExcessFromYear1Amt |
| Excess From Current Year | $1,765 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY RASKIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR JAY RASKIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16033 SABANA LANE | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8187893724 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD STATE THE NAME OF THE CHARITY, THE AMOUNT REQUESTED, AND THE NATURE AND PURPOSE OF THE ACTIVITIES IN WHICH THE REQUESTED FUNDS WOULD BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN JEWISH UNIVERSITY | ||||||
| 15600 MULHOLLAND DRIVE | LOS ANGELES | CA | 90077 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,500 |
| BET TZEDAK LEGAL SERVICES | ||||||
| 145 S FAIRFAX AVENUE SUITE 200 | LOS ANGELES | CA | 90036 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $750 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||
| 1225 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $750 |
| HADASSAH | ||||||
| 50 WEST 58 STREET | NEW YORK | NY | 10019 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,500 |
| INTERFAITH ALLIANCE | ||||||
| 1212 NEW YORK AVE NW SUITE 1250 | WASHINGTON | DC | 20005 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $150 |
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||
| 19710 VENTURA BLVD 105 | WOODLAND HILLS | CA | 91364 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,000 |
| JEWISH FREE LOAN ASSN | ||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $750 |
| JEWISH WOMEN INTERNATIONAL | ||||||
| 2000 M STREET NW SUITE 720 | WASHINGTON | DC | 20036 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,000 |
| KOCE | ||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $750 |
| LACMA | ||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $100 |
| PLANNED PARENTHOOD LOS ANGELES | ||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $200 |
| SKIRBALL CULTURAL CENTER | ||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,500 |
| THE ARTHRITIS FOUNDATION | ||||||
| PO BOX 761129 | LOS ANGELES | CA | 90076 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $225 |
| US FUND OF UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| PO BOX 96360 | WASHINGTON | DC | 20090 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,500 |
| WORLD JEWISH CONGRESS | ||||||
| 2125 BISCAYNE BLVD SUITE 310 | MIAMI | FL | 33137 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| YIDDISH BOOK CENTER | ||||||
| 1021 WEST STREET | AMERST | MA | 01002 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $225 |
| YIDDISHKAYT LOS ANGELES | ||||||
| 3780 WILSHIRE BLVD 1000 | LOS ANGELES | CA | 90010 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $180 |
| ARTS IN EDUCATION AID COUNCIL | ||||||
| 22148 SHERMAN WAY 207 | CANOGA PARK | CA | 91303 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| CITY OF HOPE | ||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $200 |
| AIDS PROJECT LOS ANGELES | ||||||
| 611 S KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $150 |
| POWHATAN SCHOOL | ||||||
| 49 POWHATAN LANE | BOYCE | VA | 22620 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,000 |
| RIDERS ALLIANCE | ||||||
| 121 SIXTH AVENUE 6TH FLOOR | NEW YORK | NY | 10013 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $2,500 |
| ST GENEVIEVE HIGH SCHOOL | ||||||
| 13967 ROSCOE BLVD | PANORAMA CITY | CA | 91402 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $1,875 |
| KUSC | ||||||
| 1149 S HILL STREET SUITE H100 | LOS ANGELES | CA | 90015 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $150 |
| PROJECT ANGEL FOOD | ||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | SEC. 501(C)(3) | GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,105 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,017 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,200 | 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 | $2,703 | Amt |
| Net Investment Income | $1,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXIQON - 5,678 SHS | $13,138 | $8,495 |
| EXIQON - 2,312 SHS | $8,500 | $3,458 |
| VIASAT - 400 SHS | $2,167 | $25,060 |
| VIASAT - 50 SHS | $271 | $3,133 |
| SANFORD C. BERNSTEIN & CO. | $372,518 | $449,816 |
| SURRO IMMUNOLOGY | $1,186 | $1,186 |
| SILENSEED, LTD - 709 SHS | $31,875 | $31,875 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MGMT EXPENSE | $4,246 | $4,246 | $0 | $0 |
| SURRO IMMUNOLOGY K-1 | $68 | $68 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $130 | $130 | $0 | $0 |
| STATE TAXES | $10 | $10 | $0 | $0 |