FURP.ORG / PUBLIC DATA EXPLORER

THE RASKIN FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE RASKIN FAMILY FOUNDATION (EIN 95-4129953)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-15
IRS object ID
201321359349102187
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-15T18:06:38-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN261322930EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BESSOLO HAWORTH & VOGEL LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line115303 VENTURA BLVD SUITE 1650AddressLine1
CitySHERMAN OAKSCity
StateCAState
ZIP Code91403ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954129953EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE RASKIN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRASKNameControl
Phone8187893724Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line116033 SABANA LANEAddressLine1
CityENCINOCity
StateCAState
ZIP Code91436ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAY RASKINName
TitlePRESIDENTTitle
Phone8187893724Phone
Date Signed2013-05-14DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJOHN J BESSOLO IIIName
PTINP00281882PTIN
Phone8184936650Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY469075FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss8408DividendsRevAndExpnss
Dividends Net Invst Incm8408DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss694NetGainSaleAssetsRevAndExpnss
Gross Sales Price31515GrossSalesPrice
Capital Gain Net Incm Net Invst Incm694CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss250OtherIncomeRevAndExpnss
Other Income Net Invst Incm250OtherIncomeNetInvstIncm
Other Income Adj Net Incm0OtherIncomeAdjNetIncm
Total Revenue And Expenses9352TotalRevenueAndExpenses
Total Net Investment Income9352TotalNetInvestmentIncome
Total Adjusted Net Income0TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2715AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1357AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm0AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss854TaxesRevAndExpnss
Taxes Net Invst Incm146TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss4071OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm4071OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss7640TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm5574TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss25910ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps25910ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss33550TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm5574TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps25910TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-24198ExcessOfRevenueOverExpenses
Net Investment Income3778NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY3606CashBOY
Cash EOY889CashEOY
Cash EOYFMV889CashEOYFMV
Investments Corp Stock BOY465499InvestmentsCorpStockBOY
Investments Corp Stock EOY444018InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV468186InvestmentsCorpStockEOYFMV
Total Assets BOY469105TotalAssetsBOY
Total Assets EOY444907TotalAssetsEOY
Total Assets EOYFMV469075TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY469105RetainedEarningsBOY
Retained Earnings EOY444907RetainedEarningsEOY
Total Net Assets BOY469105TotalNetAssetsBOY
Total Net Assets EOY444907TotalNetAssetsEOY
Total Liabilities Net Assets BOY469105TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY444907TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY469105TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-24198ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal444907Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY444907TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
BERNSTEIN ACCT 888-89376 (SEE ATTACHED)P129061173711691169
BERNSTEIN ACCT 888-89376 (SEE ATTACHED)P1860919084-475-475
FieldValueIRS element (for citing)
Capital Gain Net Income694CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year125430QualifyingDistributionsYear1
Noncharitable Assets Year1488076NoncharitableAssetsYear1
Distribution Ratio Year10.052103DistributionRatioYear1
Qualifying Distributions Year225390QualifyingDistributionsYear2
Noncharitable Assets Year2504328NoncharitableAssetsYear2
Distribution Ratio Year20.050344DistributionRatioYear2
Qualifying Distributions Year323798QualifyingDistributionsYear3
Noncharitable Assets Year3462987NoncharitableAssetsYear3
Distribution Ratio Year30.051401DistributionRatioYear3
Qualifying Distributions Year429866QualifyingDistributionsYear4
Noncharitable Assets Year4566772NoncharitableAssetsYear4
Distribution Ratio Year40.052695DistributionRatioYear4
Qualifying Distributions Year536745QualifyingDistributionsYear5
Noncharitable Assets Year5705065NoncharitableAssetsYear5
Distribution Ratio Year50.052116DistributionRatioYear5
Total Distribution Ratio0.258659TotalDistributionRatio
Average Distribution Ratio0.051732AverageDistributionRatio
Net Noncharitable Assets461017NetNoncharitableAssets
Adjusted Noncharitable Assets23849AdjustedNoncharitableAssets
One Percent Net Investment Income38OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One23887AdjNonchrtblAssetsAndOnePct
Qualifying Distributions25910QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax38InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal38Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment560EstTaxPaymentsAndOverpayment
Total Credits And Payments560TotalCreditsAndPayments
Overpayment522Overpayment
Amount Credited To Next Year522AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJAY RASKINBooksInCareOfPersonName
Books In Care Of Phone Number8187893724BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line116033 SABANA LANEAddressLine1
CityENINCOCity
StateCAState
ZIP Code91436ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAY RASKIN
16033 SABANA LANEENCINOCA91436PRESIDENT0.00000
GARY RASKIN
1725 HILLSIDE DRIVEGLENDALECA91208VICE PRESIDENT0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities465790AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances2248AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets468038TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets468038AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable7021CashDeemedCharitable
Net Noncharitable Assets461017NetNoncharitableAssets
Minimum Investment Return23051MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return23051MinimumInvestmentReturn
Tax Based On Investment Income38TaxBasedOnInvestmentIncome
Total Tax38TotalTax
Distributable Amount Before Adj23013DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded23013DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted23013DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions25910ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions25910QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm38OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions25872AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted23013DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year53234ExcessDistriCarryoverYear5
Excess Distri Carryover Year41705ExcessDistriCarryoverYear4
Excess Distri Carryover Year3802ExcessDistriCarryoverYear3
Excess Distri Carryover Year2543ExcessDistriCarryoverYear2
Excess Distri Carryover Year11574ExcessDistriCarryoverYear1
Total Excess Distri Carryover7858TotalExcessDistriCarryover
Qualifying Distributions25910QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year23013AppliedToCurrentYear
Remaining Distri From Corpus2897RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus10755TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year53234ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year7521ExcessDistriCyovToNextYear
Excess From Year41705ExcessFromYear4
Excess From Year3802ExcessFromYear3
Excess From Year2543ExcessFromYear2
Excess From Year11574ExcessFromYear1
Excess From Current Year2897ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJAY RASKINContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMR JAY RASKINRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116033 SABANA LANEAddressLine1
CityENCINOCity
StateCAState
ZIP Code91436ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number8187893724RecipientPhoneNumber
Form And Info And MaterialsAPPLICATIONS 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.FormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsTHERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS. HOWEVER, MEDICAL RESEARCH AND COMMUNITY SERVICE ORIENTED PROGRAMS WILL RECEIVE PREFERENTIAL CONSIDERATION.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ALLEGHENY COLLEGE
520 N MAIN STREETMEADVILLEPA16335SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$3,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVELOS ANGELESCA90077SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$2,500
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
BET TZEDAK LEGAL SERVICES
145 S FAIRFAX AVENUE SUITE 200LOS ANGELESCA90036SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$750
BRADY CENTER TO PREVENT GUN VIOLENCE
1225 EYE STREET NW SUITE 1100WASHINGTONDC20005SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$750
CLASSICAL KUSC
1149 S HILL STREET SUITE H100LOS ANGELESCA90015SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$100
HADASSAH
50 WEST 58 STREETNEW YORKNY10019SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$5,000
INTERNATIONAL AIDS VACCINE INITIATIVE
110 WILLIAM STREET FLOOR 27NEW YORKNY10038SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$150
INTERFAITH ALLIANCE
1212 NEW YORK AVE NW SUITE 1250WASHINGTONDC20005SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$150
JEWISH FEDERATION OF GREATER LOS ANGELES
19710 VENTURA BLVD 105WOODLAND HILLSCA91364SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$2,000
JEWISH FREE LOAN ASSN
6505 WILSHIRE BLVD SUITE 715LOS ANGELESCA90048SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$750
JEWISH WOMEN INTERNATIONAL
2000 M STREET NW SUITE 720WASHINGTONDC20036SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$2,000
JUNIOR BLIND OF AMERICA
5300 ANGELES VISTA BLVDLOS ANGELESCA90043SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$150
KOCE
PO BOX 25113SANTA ANACA92799SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$750
LACMA
5905 WILSHIRE BLVDLOS ANGELESCA90036SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$100
MOTHERS' CLUB FAMILY LEARNING CENTER
980 NORTH FAIR OAKS AVENUEPASADENACA91103SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$500
PLANNED PARENTHOOD LOS ANGELES
400 WEST 30TH STREETLOS ANGELESCA90007SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$200
SKIRBALL CULTURAL CENTER
2701 N SEPULVEDA BLVDLOS ANGELESCA90049SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
THE ARTHRITIS FOUNDATION
PO BOX 761129LOS ANGELESCA90076SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$200
US FUND OF UNICEF
125 MAIDEN LANENEW YORKNY10038SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
PO BOX 96360WASHINGTONDC20090SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
VALLEY BETH SHOLOM
15739 VENTURA BLVDENCINOCA91436SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,500
WORLD JEWISH CONGRESS
2125 BISCAYNE BLVD SUITE 310MIAMIFL33137SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$1,000
YIDDISH BOOK CENTER
1021 WEST STREETAMERSTMA01002SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$180
YIDDISHKAYT LOS ANGELES
3780 WILSHIRE BLVD 1000LOS ANGELESCA90010SEC. 501(C)(3)GENERAL/UNRESTRICTED CHARITABLE CONTRIBUTION$180
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year25910TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$8,408ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$250ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$694ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$9,352ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA9352TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$2,715Amount
Net Investment Income1357NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionNONEDescription
Amount$0Amount

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
EXIQON - 5,678 SHS131388176
EXIQON - 2,312 SHS85003329
VIASAT - 400 SHS216715560
VIASAT - 50 SHS2711945
SANFORD C. BERSTEIN & CO.386813406047
SURRO IMMUNOLOGY12541254
SILENSEED, LTD - 709 SHS3187531875

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT MGMT EXPENSE4043404300
BANK CHARGES3300
STATE FILING FEES252500

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
SURRO IMMUNOLOGY K-1-142-142
MISC INCOME392392

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES PAID$13613600
STATE TAXES$101000
FEDERAL TAXES$708000