THE JUNE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JUNE FOUNDATION (EIN 95-4745292)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201323189349101962
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T18:30:34-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952399533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902122907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954745292 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JUNE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUNE | NameControl |
| Phone | 3236483292 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 WILSHIRE BLVD SUITE 345 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW KEST | Name |
| Title | CFO | Title |
| Phone | 3236483292 | Phone |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN BROCK | Name |
| PTIN | P00185893 | PTIN |
| Phone | 3102732501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 16744748 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 856391 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 314121 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 311625 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 25441 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 25441 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | 25441 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 275929 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 18933013 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 275929 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2422 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2422 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1474304 | TotalRevenueAndExpenses |
| Total Net Investment Income | 615417 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 100000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 50000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 50000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 472 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 236 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 236 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 20470 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10235 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 10235 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 3450 | InterestRevAndExpnss |
| Interest Net Invst Incm | 3450 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 63037 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5132 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3064 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 199572 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 193884 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 220 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 387001 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 262937 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 63755 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 724680 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 724680 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1111681 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 262937 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 788435 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 362623 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 352480 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1200493 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1706681 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1706681 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 231953 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 229948 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 231953 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 231953 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 92611 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 92611 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 105207 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6097512 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6206480 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6634634 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 7775016 | InvestmentsOtherBOY |
| Investments Other EOY | 7520478 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8066273 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 15395580 | TotalAssetsBOY |
| Total Assets EOY | 15758203 | TotalAssetsEOY |
| Total Assets EOYFMV | 16744748 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 15395580 | RetainedEarningsBOY |
| Retained Earnings EOY | 15758203 | RetainedEarningsEOY |
| Total Net Assets BOY | 15395580 | TotalNetAssetsBOY |
| Total Net Assets EOY | 15758203 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15395580 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 15758203 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15395580 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 362623 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 15758203 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 15758203 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES: SCHWAB - 800 SHS AMERICAN TOWER CORP | 49701 | 32611 | 17090 | 17090 | |||
| PUBLICLY TRADED SECURITIES SCHWAB - 1400 SHS MEDCO HEALTH SOLUTIONS | 40320 | 40320 | 40320 | ||||
| SELIGMAN NEW TECHNOLOGIES FUND II WORTHLESS | 18484 | -18484 | -18484 | 2000-06-21 | 2012-12-31 | ||
| PUBLICLY TRADED SECURITIES MORGAN STANLEY 104484-500 | 67079 | 36360 | 30719 | 30719 | |||
| PUBLICLY TRADED SECURITIES INTERACTIVE BROKERS | 16795132 | 16601639 | 193493 | 193493 | |||
| PUBLICLY TRADED SECURITIES FIDELITY A/C 213942 | 1263294 | 1283267 | -19973 | -19973 | |||
| PUBLICLY TRADED SECURITIES FIDELITY A/C 213942 | 206922 | 210482 | -3560 | -3560 | |||
| PUBLICLY TRADED SECURITIES FIDELITY A/C 269263 | 199985 | 197834 | 2151 | 2151 | |||
| PUBLICLY TRADED SECURITIES FIDELITY A/C 276499 | 270000 | 275309 | -5309 | -5309 | |||
| PASS-THROUGH LC GLOBAL CR OPP FD ST | 27811 | 27811 | 27811 | 2012-12-31 | P | ||
| PASS-THROUGH LC GLOBAL CR OPP FD LT | 423 | 423 | 423 | 2012-12-31 | P | ||
| PASS-THROUGH LC SPECIAL SITUATIONS FD ST | 419 | 419 | 419 | 2012-12-31 | P | ||
| PASS-THROUGH LC SPECIAL SITUATIONS FD LT | 3023 | 3023 | 3023 | 2012-12-31 | P | ||
| PASS-THROUGH CANYON DIST OPP FD SEC 1256 | 1098 | -1098 | -1098 | 2012-12-31 | P | ||
| PASS-THROUGH CANYON DIST OPP FD ST | 1041 | 1041 | 1041 | 2012-12-31 | P | ||
| PASS-THROUGH CANYON DIST OPP FD LT | 6810 | 6810 | 6810 | 2012-12-31 | P | ||
| CAPITAL GAINS DIVIDENDS | 1053 | 1053 | 1053 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 275929 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 853763 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 16762509 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050933 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 562622 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15441440 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036436 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 563655 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12404775 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045439 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 281929 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9879891 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.028536 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 588603 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10154893 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.057963 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.219307 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043861 | AverageDistributionRatio |
| Net Noncharitable Assets | 16194716 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 710316 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3525 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 713841 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 788435 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3525 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3525 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3525 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 14859 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 14859 | TotalCreditsAndPayments |
| Overpayment | 11334 | Overpayment |
| Amount Credited To Next Year | 11334 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 1 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MATTHEW KEST | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3236483292 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5757 WILSHIRE BLVD SUITE 345 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL KEST | ||||||||
| 5757 WILSHIRE BLVD SUITE 345 | LOS ANGELES | CA | 90036 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| MATTHEW KEST | ||||||||
| 5757 WILSHIRE BLVD SUITE 345 | LOS ANGELES | CA | 90036 | CFO | 40.00 | 100000 | 0 | 0 |
| YOSEF MANELA | ||||||||
| 5757 WILSHIRE BLVD SUITE 345 | LOS ANGELES | CA | 90036 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6547574 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1573965 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 8319797 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 16441336 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 16441336 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 246620 | CashDeemedCharitable |
| Net Noncharitable Assets | 16194716 | NetNoncharitableAssets |
| Minimum Investment Return | 809736 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 809736 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3525 | TaxBasedOnInvestmentIncome |
| Total Tax | 3525 | TotalTax |
| Distributable Amount Before Adj | 806211 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 806211 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 806211 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 788435 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 788435 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3525 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 784910 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 806211 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 685649 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 788435 | QualifyingDistributions |
| Applied To Year1 | 685649 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 50000 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 52786 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 50000 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 753425 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 50000 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL KEST | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (120 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| AAE | ||||||
| 27405 PUERTA REAL SUITE 230 | MISSION VIEJO | CA | 92691 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| ADAT YESHURIN VALLEY SEPHARDIC CONG | ||||||
| 12405 SYLVAN ST | NORTH HOLLYWOOD | CA | 91606 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| AHAVAS CHESED | ||||||
| 271 KINGSTON AVE | BROOKLYN | NY | 11213 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $300 |
| AHAVAS YISROEL | ||||||
| 731 N LA BREA AVE | LOS ANGELES | CA | 90038 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| ALS FAMILY RELIEF FUND | ||||||
| 1226 43 STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50 |
| AMER FRIENDS OF YESHIVAS BIRCHAS HATORAH | ||||||
| 318 EVANSTON DRIVE | EAST WINDSOR | NJ | 08520 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| AMERICAN FRIENDS OF BAIS MEDRASH TAHAROS | ||||||
| 127 ROUTE 59 | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| AMERICAN FRIENDS OF NESIVOS AHRON | ||||||
| 79 W MONROE ST 1119 | CHICAGO | IL | 60603 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| AMERICAN FRIENDS OF NISHMAS YISROEL | ||||||
| 1324 AVENUE J | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| AMERICAN FRIENDS OF YESHIVA SHAARE CHAI | ||||||
| 3534 BERKELEY RD | CLEVELAND HTS | OH | 44118 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| AMERICAN RABBINICAL COLLEGE | ||||||
| 226 SUSSEX AVENUE PO BOX 1996 | MORRISTOWN | NJ | 07962 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50 |
| ARACHIM | ||||||
| 629 NORTH ALTA VISTA | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $3,000 |
| ATERES NAAVA | ||||||
| 2215 EAST 23RD STREET | BROOKLYN | NY | 11229 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| AYWL GEMACH FUND | ||||||
| 8 SOLOND RD | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| BAIS AHARON | ||||||
| 1430 14TH ST | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BAIS CHABAD OF FARMINGTON HILLS | ||||||
| 32000 MIDDLEBELT ROAD | FARMINGTON HILLS | MI | 48334 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BAYIT LEPLETOT | ||||||
| 1362 E 21ST STREET | BROOKLYN | NY | 11210 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| BEER AVROHOM | ||||||
| 2 PHYLLIS TERRACE | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50 |
| BEIS TEFILA | ||||||
| 5417 WHITSETT AVENUE 101 | VALLEY VILLAGE | CA | 91607 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| BETH HATALMID | ||||||
| 2127 82ND STREET | BROOKLYN | NY | 11214 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| BIKUR CHOLIM DAVREICHAI BOBOV | ||||||
| 1421 52ND STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| BNOS DEVORAH | ||||||
| 7659 BEVERLY BLVD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| BONEI OLAM | ||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| CCA | ||||||
| 626 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| CHEVRA KADISHA | ||||||
| 7832 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90046 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| CHICAGO COMMUNITY KOLLEL | ||||||
| 6506 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| CHOFETZ CHAIM HERITAGE FOUNDATION | ||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| CONG BAIS YISROEL | ||||||
| 4221 SUNSET BLVD | MINNEAPOLIS | MN | 55416 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| CONG CHASAM SOFER | ||||||
| 10 CLINTON ST | NEW YORK | NY | 10002 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| CONG ETZ CHAIM | ||||||
| 1555 E 7TH ST | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,800 |
| CONG MOSDOS ZVHILLE | ||||||
| 9 ZEISSNER LN | SPRING VALLEY | NY | 10977 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| CONG MOSHE YITACHOK | ||||||
| 303 SOUTH HIGHLAND AVE | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| CONG SAR SHALOM | ||||||
| 75 VERNON STREET | NEWTON | MA | 02458 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18 |
| CONG TIFERES TZVI | ||||||
| 11 12TH ST | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,250 |
| CONG TZEMACH TZADIK | ||||||
| 186 ROSS ST | BROOKLYN | NY | 11211 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| CONGREGATION BAIS NAFTOLI | ||||||
| 221 S LA BREA AVE | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| CONGREGATION BAIS YITZCHOK | ||||||
| 82-35 SURREY PLACE | JAMAICA ESTATES | NY | 11432 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $300 |
| CONGREGATION KEHILAS YAAKOV | ||||||
| 7211 BEVERLY BOULEVARD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| CONGREGATION KEREN ORAH | ||||||
| 140 WILLIAMSBURG LANE | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| CONGREGATION SHAAR HATFILAH | ||||||
| 133 GERRY ST | BROOKLYN | NY | 11206 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| CONGREGATION ZICHRON MOSHE | ||||||
| 1441 MONMOUTH AVENUE | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| DATA DALLAS KOLLEL | ||||||
| 5840 FOREST LN | DALLAS | TX | 75230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| DETROIT TEACHERS SEMINARY | ||||||
| 17100 WEST TEN MILE RD | SOUTHFIELD | MI | 48075 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| EDUCATIONAL OPPORTUNITY FUND INC | ||||||
| 825 FOREST AVENUE APT 23C | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| EMANUH - BEIT ELAZRAKI | ||||||
| 7 PENN PLAZA | NEW YORK | NY | 10001 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| EMUNAH WOMAN | ||||||
| 7 PENN PLAZA | NEW YORK | NY | 10001 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| ETTA ISRAEL CENTER | ||||||
| 4601 WILSHIRE BL STE 235 | LOS ANGELES | CA | 90010 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $920 |
| EZRAS ISRAEL | ||||||
| 1423 44TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 |
| FRIENDS OF BINYAN HAOLAM | ||||||
| 1303 53RD ST STE 254 | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| GUR ARYEH | ||||||
| 1603 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| HAAZINU CHARITABLE FOUNDATION | ||||||
| 1122 AVENUE J | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| HACHNASSAT KALLAH OF GREATER LOS ANGELES | ||||||
| 200 SOUTH MCCADDEN PLACE | LOS ANGELES | CA | 90004 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| HERITAGE RETREATS | ||||||
| 557 FENLON BLVD | CLIFTON | NJ | 07014 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| IMREI KOHEN | ||||||
| 721 AVENUE L | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| JERUSALEM DENTAL CTR FOR CHILDREN | ||||||
| 637 WASHINGTON ST | BROOKLINE | MA | 02446 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| JEWISH COMMUNITY FOUNDATION | ||||||
| 6505 WILSHIRE BLVD SUITE 1200 | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $601,000 |
| JEWISH HERITAGE CENTER | ||||||
| 68-29 MAIN STREET | FLUSHING | NY | 11367 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| JEWS FOR JUDAISM | ||||||
| POBOX 351235 | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| KARLIN STOLIN | ||||||
| 4616 16TH AVE | BROOKLYN | NY | 11204 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| KEDUSHAS PINCHAS | ||||||
| 1063 54TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 |
| KEHILAS YAAKOV | ||||||
| 7211 BEVERLY BLVD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| KEREN EZRAS AVOS | ||||||
| PO BOX 181 | FAIRLAWN | NJ | 07410 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,800 |
| KEREN ORAH | ||||||
| 45 CIRCLE PL | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| KEREN ZICHRON MOSHE | ||||||
| 1031 E 26TH STREET | BROOKLYN | NY | 11210 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| KETORET TAMID | ||||||
| 1521 51ST STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,150 |
| KOLLEL BAIS YECHIEL | ||||||
| 6080 N WHIPPLE STREET | CHICAGO | IL | 60659 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| KOLLEL BOYAN | ||||||
| 1205 44TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| KOLLEL MEOR YITZCHOK | ||||||
| 2 BUCKMAN PLACE | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| KOLLEL NACLAS ZVI | ||||||
| 2376 60TH STREET | BROOKLYN | NY | 11204 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| KOLLEL ZICHRON SCHNEUR | ||||||
| 55 W MAPLE AVE | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| LA LADIES BIKUR CHOLIM | ||||||
| 151 SOUTH POINSETTIA PLACE | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| L'CHAIM CHARITIES | ||||||
| 191 ROUTE 59 ROOM 203 | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| LEV L'ZULAT | ||||||
| 1273 36TH STREET | BROOKLYN | NY | 11218 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| LINK | ||||||
| 1453 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30 |
| MAASEH CHESED GEMACH | ||||||
| PO BOX 481270 | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,700 |
| MERKAZ HATORAH | ||||||
| 9030 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| MESIVTA TORAS YISROEL | ||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| MESIVTA YESHIVA RABBI CHAIM BERLIN | ||||||
| 1605 CONSY ISLAND AVENUE | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| MIR YESHIVA | ||||||
| 1791 OCEAN PKWY | BROOKLYN | NY | 11223 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| MISASKIM | ||||||
| 5805 16TH AVE | BROOKLYN | NY | 11204 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| MITALMIDOV SHEL AHARON | ||||||
| 541 E 5TH ST | BROOKLYN | NY | 11218 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 |
| MIVTZAR HAKOLLELIM | ||||||
| 16 WILSHER DR | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $18 |
| MOSDOS SANZ | ||||||
| 196 MAPLE AVE | MONSEY | NY | 10952 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 |
| MOSDOS SKVERE | ||||||
| 1419 45TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| NACHALAT NAFTOLY | ||||||
| 1081 EAST 27 ST | BROOKLYN | NY | 11210 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| PIRCHEI AGUDAS YISROEL OF CALIFORNIA | ||||||
| 364 N DETROIT STREET | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $900 |
| SCRANTON COMMUNITY KOLLEL | ||||||
| 600 MONROE AVE | SCRANTON | PA | 18510 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| SHAAREI TORAH | ||||||
| 143 N FORMOSA AVENUE | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $360 |
| TALMUD TORAH SIACH YITZCHOK | ||||||
| 1513 CENTRAL AVE | FAR ROCKAWAY | NY | 11691 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| TASH BAR TORAT HAYIM | ||||||
| 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| THE MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25 |
| TOLDOS AHARON | ||||||
| 135 RODNEY ST | BROOKLYN | NY | 11211 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $200 |
| TOMCHEI SHABBOS | ||||||
| 101 SOUTH LA BREA AVENUE | LOS ANGELES | CA | 90048 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,745 |
| TORAH OHR | ||||||
| 3006 AVENUE M | BROOKLYN | NY | 11210 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| TORAH UMESORAH | ||||||
| 620 FOSTER AVE | BROOKLYN | NY | 11230 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| TORAS CHAIM | ||||||
| 3110 STERLING POINT DR | PORTSMOUTH | VA | 23703 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,400 |
| TZEDAKA FUND | ||||||
| 292 SOUTH LA CIENEGA SUITE 212 | BEVERLY HILLS | CA | 90211 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,600 |
| UNITED KALIVER YESHIVA | ||||||
| 166 WILSON ST | BROOKLYN | NY | 11211 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| UNIVERSITY HERITAGE SOCIETY | ||||||
| 48 WEST PARKWAY | CLIFTON | NJ | 07014 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| VALLEY TORAH HIGH SCHOOL | ||||||
| 12517 CHANDLER BOULEVARD | VALLEY VILLAGE | CA | 91607 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,000 |
| W EST COAST VA AD HACHESED | ||||||
| 7200 BEVERLY BLVD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $11,422 |
| YESHIVA AVIR YAAKOV | ||||||
| 766 N MAIN ST 101 | NEW SQUARE | NY | 10977 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $1,500 |
| YESHIVA BEIS MEIR | ||||||
| 1327 38TH ST | BROOKLYN | NY | 11218 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| YESHIVA DVAR TORAH | ||||||
| 720 PARK AVENUE | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| YESHIVA GEDOLA OF BEIT SHEMESH | ||||||
| 151 SAINT NICHOLAS AVENUE | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| YESHIVA GEDOLAH OF LOS ANGELES | ||||||
| 5444 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $400 |
| YESHIVA GEDOLAH OF MIDWOOD | ||||||
| 201 AVENUE F | BROOKLYN | NY | 11218 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| YESHIVA KATANA OF QUEENS | ||||||
| 7815 PARSONS BLVD | FLUSHING | NY | 11366 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $550 |
| YESHIVA OHEV SHALOM | ||||||
| 525 SOUTH FAIRFAX AVE | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $500 |
| YESHIVA ORCHOS CHAIM | ||||||
| 410 OBERLIN AVENUE SOUTH | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $850 |
| YESHIVA RAV ISACSOHN | ||||||
| 540 N LA BREA AVENUE | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $350 |
| YESHIVA TIFERES BOCHURIM | ||||||
| PO BOX 1996 | MORRISTOWN | NJ | 07962 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $250 |
| YESHIVA TIFERES NAFTOLI | ||||||
| 3059 ENGLISHTOWN ROAD | JAMESBURG | NJ | 08831 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $100 |
| YESHIVAS BIRCHAS CHAIM | ||||||
| 960 W KENNEDY BLVD | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| YESHIVAS CHAYEI OLAM | ||||||
| 1000 BENNETT BLVD | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $180 |
| YESHIVAS HACHAIM | ||||||
| 7269 BEVERLY BLVD | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $50 |
| YESHIVAS TORAS IMECAO | ||||||
| 1 E 13TH ST | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,000 |
| YESHIVAT IMREI EMETH | ||||||
| 3822 15TH AVE | BROOKLYN | NY | 11218 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $68 |
| YOUNG ISRAEL OF HANCOCK PARK | ||||||
| 225 S LA BREA AVENUE | LOS ANGELES | CA | 90036 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $29,300 |
| PASS-THROUGH EASTSIDE CENTURY PTRS LLC | ||||||
| 1999 AVENUE OF THE STARS STE 2850 | LOS ANGELES | CA | 90067 | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 724680 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $314,121 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 531390 | BusinessCode |
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $25,441 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,422 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $275,929 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $617,913 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 617913 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | KEST 2009 CHARITABLE LEAD TRUST NO | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | 306391 | X |
| 2 | MICHAEL AND SUSANNE KEST | 346 JUNE ST | LOS ANGELES | CA | 90020 | 500000 | X |
| 3 | GOLDRICH FAMILY FOUNDATION | 5150 OVERLAND AVE | CULVER CITY | CA | 90230 | 50000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $20,470 | Amount |
| Net Investment Income | 10235 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10235 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT $50,000 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | Election |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTION TO DONOR ADVISED FUND | Identifier |
| Return Reference | 990-PF, PART VII-A, LINE 12 | ReturnReference |
| Explanation | EXPLANATION CONCERNING PART VII-A, LINE 12RECIPIENT: THE JEWISH COMMUNITY FOUNDATION AMOUNT TREATED AS QUALIFYING DISTRIBUTION $601,000HOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE: THE JUNE FOUNDATION CONTRIBUTED $601,000 TO THE JEWISH COMMUNITY FOUNDATION, WHICH IS A DONOR ADVISED FUND, ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES. THE JEWISH COMMUNITY FOUNDATION OF LOS ANGELES WAS FOUNDED IN 1954 AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS A 501(C)(3) CHARITABLE ORGANIZATION. THE JEWISH COMMUNITY FOUNDATION OF LOS ANGELES IS THE LARGEST MANAGER OF CHARITABLE ASSETS AND THE LEADER IN PLANNED GIVING SOLUTIONS FOR GREATER LOS ANGELES JEWISH PHILANTHROPISTS. THE FOUNDATION CURRENTLY MANAGES ASSETS OF $797 MILLION (UNAUDITED AS OF 12/31/12) AND RANKS AMONG THE 11 LARGEST LOS ANGELES FOUNDATIONS. IN 2012, THE FOUNDATION AND ITS MORE THAN 1,000 DONORS DISTRIBUTED $53 MILLION IN GRANTS TO HUNDREDS OF NONPROFIT ORGANIZATIONS WITH PROGRAMS THAT SPAN THE RANGE OF PHILANTHROPIC GIVING.THE FOUNDATION'S OFFICERS, BOARD OF TRUSTEES, ADVISORY BOARD AND COMMITTEES ARE COMPRISED OF INDIVIDUALS WITH EXPERTISE IN BROAD AND DIVERSE AREAS INCLUDING PHILANTHROPY, FINANCE, LAW, BUSINESS, REAL ESTATE, MARKETING, INVESTMENTS AND MORE. THE FOUNDATION LEADERSHIP ASSESSES AND GUIDES THE ACTIVITIES OF THE FOUNDATION ON AN ONGOING BASIS TO ENSURE EFFICIENCY AND TRANSPARENCY AND TO FACILITATE OUR PHILANTHROPIC MISSION AND GOALS.THE JEWISH COMMUNITY FOUNDATION OPERATES WITH THE HIGHEST DEGREE OF NONPROFIT EFFICIENCY, OFFERS PRUDENT MONEY MANAGEMENT FOR LONG-TERM GROWTH AND PRESERVATION OF CAPITAL. IT HAS NUMEROUS PROMINENT EXPERTS FROM THE COMMUNITY ON ITS BOARD OF TRUSTEES AND INVESTMENT COMMITTEE.ADDITIONAL INFORMATION IS AVAILABLE AT WWW.JEWISHFOUNDATIONLA.ORG | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CHARLES SCHWAB - 5109-6978 | 1766862 | 2010204 |
| INTERACTIVE BROKERS - 518854 | 1267554 | 1354838 |
| LUMINOUS CAPITAL - 213942 | 1521384 | 1571730 |
| LUMINOUS CAPITAL - 269263 | 601253 | 575996 |
| LUMINOUS CAPITAL - 276499 | 0 | 0 |
| MONARCH CAPITAL - 031291 | 874427 | 946866 |
| MONARCH CAPITAL - 031305 | 175000 | 175000 |
| MORGAN STANLEY-104484 | 0 | 0 |
| SELIGMAN NEW TECH FUND II | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 92611 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 105207 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CHASE MERRITT FUND II K-1 | AT COST | 31693 | 20483 |
| CMRA ASSOCIATES K-1 | AT COST | 487762 | 483937 |
| CMRA MANAGEMENT K-1 | AT COST | 1275 | 1275 |
| LUMINOUS CAPITAL RIMROCK K-1 | AT COST | 1950194 | 2311447 |
| LUMINOUS CAPITAL US FARMING REALTY FD LP | AT COST | 938041 | 940832 |
| CANYON DISTRESSED OPPORTUNITY FD | AT COST | 459672 | 472608 |
| GLOBAL CREDIT OPP FD FKA SENIOR CREDIT FUND A K-1 | AT COST | 920110 | 1045579 |
| SPECIAL SITUATIONS FUND K-1 | AT COST | 449674 | 965811 |
| CIBC WORLD MARKETS INC VISION OPP FD TRUST | AT COST | 968124 | 968124 |
| EASTSIDE CENTURY PARTNERS | AT COST | 1227706 | 770916 |
| LC GOF III | AT COST | 86227 | 85261 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $472 | Amount |
| Net Investment Income | 236 | NetInvestmentIncome |
| Disbursements Charitable Prps | 236 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 101002 | 101002 | 0 |
| INTERACTIVE BROKERS - PYMTS IN LIEU OF DIVIDENDS - SHORT ACCOUNT | 9535 | 9535 | 0 |
| PORTFOLIO DEDUCTIONS - LC RIMROCK | 25011 | 25011 | 0 |
| PORTFOLIO DEDUCTIONS - LC GLOBAL CREDIT OPP FD-A LP | 21220 | 21220 | 0 |
| PORTFOLIO DEDUCTIONS - LC US FARMING REALTY FUND LP | 11081 | 11081 | 0 |
| PORTFOLIO DEDUCTIONS - SPECIAL SITUATIONS FUND | 15805 | 15805 | 0 |
| PORTFOLIO DEDUCTIONS - GOF II LP | 1432 | 1432 | 0 |
| PORTFOLIO DEDUCTIONS - CANYON DISTRESSED OPP FD | 8533 | 8533 | 0 |
| EASTSIDE CENTURY PARTNERS NON DEDUCTIBLE EXP K-1 | 354 | 0 | 0 |
| CHASE MERRITT FUND II LLC NON DEDUCTIBLE EXP K-1 | 419 | 0 | 0 |
| CANYON DISTRESSED OPP FD NON DEDUCTIBLE EXP K-1 | 564 | 0 | 0 |
| SPECIAL SITUATIONS FD NON DEDUCTIBLE EXP K-1 | 17 | 0 | 0 |
| CMRA ASSOC NON DEDUCTIBLE EXP K-1 | 15 | 0 | 0 |
| BANK SERVICE CHARGES | 45 | 45 | 0 |
| PAYROLL SERVICE FEES | 440 | 220 | 220 |
| OFFICE EXPENSE | 3535 | 0 | 0 |
| PENALTY CA FTB | 564 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SPECIAL SITUATIONS FUND K-1 | 13202 | 13202 | 13202 |
| SENIOR CREDIT FUND K-1 NET PORTFOLIO LOSS | -12385 | -12385 | -12385 |
| CANYON DISTRESS OPP FD K-1 PORTFOLIO INCOME | 1605 | 1605 | 1605 |
Taxes Schedule TaxesSchedule
Taxes Taxes (7 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FRANCHISE TAX BOARD DUE WITH 2011 FORM 199 | $10 | 0 | 10 |
| FOREIGN TAX WITHHELD ON DIVIDENDS | $2,153 | 2153 | 0 |
| EXTENSION PAYMENT CA FORM 109 | $15,000 | 0 | 0 |
| REGISTRY OF CHARITABLE TRUSTS | $75 | 0 | 75 |
| EXTENSION PAYMENT 990-PF | $9,841 | 0 | 0 |
| EXTENSION PAYMENT 990-T | $30,000 | 0 | 0 |
| PAYROLL TAX | $5,958 | 2979 | 2979 |
Comments