FURP.ORG / PUBLIC DATA EXPLORER

DART-L FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DART-L FOUNDATION (EIN 95-4701699)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201343199349101794
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)
Timestamp2013-11-15T18:35:52-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN952399533EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1NSBN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19454 WILSHIRE BLVD 4TH FLOORAddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code902122907ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954701699EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DART-L FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDARTNameControl
Phone2133551024Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14001 WILSHIRE BLVD NO F-165AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90010ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRANDY ADLERName
TitleCFOTitle
Phone2133551024Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKURT KILWEINName
PTINP00109165PTIN
Phone3102732501Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY190408323FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss5000000ContriReceivedRevAndExpnss
Dividends Rev And Expnss4666085DividendsRevAndExpnss
Dividends Net Invst Incm4666085DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss15630706NetGainSaleAssetsRevAndExpnss
Gross Sales Price143640140GrossSalesPrice
Capital Gain Net Incm Net Invst Incm15630706CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss1767964OtherIncomeRevAndExpnss
Other Income Net Invst Incm3784OtherIncomeNetInvstIncm
Total Revenue And Expenses27064755TotalRevenueAndExpenses
Total Net Investment Income20300575TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss20160LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps20160LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss54451AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm13613AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps40838AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss61492TaxesRevAndExpnss
Taxes Net Invst Incm760TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps235TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss720005OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm720005OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss856108TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm734378TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps61233TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss9097580ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps9097580ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss9953688TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm734378TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps9158813TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses17111067ExcessOfRevenueOverExpenses
Net Investment Income19566197NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY12564542CashEOY
Cash EOYFMV12564960CashEOYFMV
Savings And Temp Cash Invst BOY12534732SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY4473038SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV4473067SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY16100622InvestmentsGovtObligBOY
Investments Govt Oblig EOY10714088InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV10747740InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY76455889InvestmentsCorpStockBOY
Investments Corp Stock EOY106873648InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV113668760InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY52458095InvestmentsCorpBondsBOY
Investments Corp Bonds EOY28576228InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV28997547InvestmentsCorpBondsEOYFMV
Investments Mortgage Loans BOY907379InvestmentsMortgageLoansBOY
Investments Mortgage Loans EOY6994289InvestmentsMortgageLoansEOY
Investments Mortgage Loans EOYFMV6929285InvestmentsMortgageLoansEOYFMV
Investments Other BOY7088420InvestmentsOtherBOY
Investments Other EOY12460371InvestmentsOtherEOY
Investments Other EOYFMV13026964InvestmentsOtherEOYFMV
Total Assets BOY165545137TotalAssetsBOY
Total Assets EOY182656204TotalAssetsEOY
Total Assets EOYFMV190408323TotalAssetsEOYFMV
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 BOY165545137RetainedEarningsBOY
Retained Earnings EOY182656204RetainedEarningsEOY
Total Net Assets BOY165545137TotalNetAssetsBOY
Total Net Assets EOY182656204TotalNetAssetsEOY
Total Liabilities Net Assets BOY165545137TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY182656204TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY165545137TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses17111067ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal182656204Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY182656204TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
CITIGROUP #97681117298210732957440025440025
CITIGROUP #10004610846634064-23218-23218P
CITIGROUP #000046068065581-4901-4901P
BANK OF AMERICA #9542-95591280508991983288525288525P
BANK OF AMERICA #9542-779027528012793363-40562-40562P
BANK OF AMERICA #9542-44837531117139703914139141P
BANK OF AMERICA #9542-225693406749381846818468P
BANK OF AMERICA #9542-109619445619243820182018P
BANK OF AMERICA #9542-085035083273790474-282147-282147P
UNION BANK #318013380401343301-5261-5261P
UNION BANK #089081850382699275751192280711922807P
UNION BANK #08911970907019234633474437474437P
ROCHEDALE #456911295444908145922139852213985P
ROCHEDALE #4700850041784326986771967719P
CAPITAL GAINS DIVIDENDS519670519670519670P
FieldValueIRS element (for citing)
Capital Gain Net Income15630706CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year17806516QualifyingDistributionsYear1
Noncharitable Assets Year1178341342NoncharitableAssetsYear1
Distribution Ratio Year10.043773DistributionRatioYear1
Qualifying Distributions Year26004103QualifyingDistributionsYear2
Noncharitable Assets Year2156294184NoncharitableAssetsYear2
Distribution Ratio Year20.038415DistributionRatioYear2
Qualifying Distributions Year35979590QualifyingDistributionsYear3
Noncharitable Assets Year3124217156NoncharitableAssetsYear3
Distribution Ratio Year30.048138DistributionRatioYear3
Qualifying Distributions Year44576593QualifyingDistributionsYear4
Noncharitable Assets Year4115982198NoncharitableAssetsYear4
Distribution Ratio Year40.039459DistributionRatioYear4
Qualifying Distributions Year5345103QualifyingDistributionsYear5
Noncharitable Assets Year5106924273NoncharitableAssetsYear5
Distribution Ratio Year50.003228DistributionRatioYear5
Total Distribution Ratio0.173013TotalDistributionRatio
Average Distribution Ratio0.034603AverageDistributionRatio
Net Noncharitable Assets183632949NetNoncharitableAssets
Adjusted Noncharitable Assets6354251AdjustedNoncharitableAssets
One Percent Net Investment Income195662OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One6549913AdjNonchrtblAssetsAndOnePct
Qualifying Distributions9158813QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax195662InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal195662Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income195662TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment70849EstTaxPaymentsAndOverpayment
Total Credits And Payments70849TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment3172PenaltyForUnderpayment
Tax Due127985TaxDue

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 Contract1ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSCOTT HAYASHIBooksInCareOfPersonName
Books In Care Of Phone Number2133551024BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line14001 WILSHIRE BLVD F-165AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90010ZIPCode
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
JACOB FRIEDMAN
4001 WILSHIRE BLVD F-165LOS ANGELESCA90010PRESIDENT5.00000
LEA FRIEDMAN
4001 WILSHIRE BLVD F-165LOS ANGELESCA90010VICE 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)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities178022312AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances8407078AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets186429390TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets186429390AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable2796441CashDeemedCharitable
Net Noncharitable Assets183632949NetNoncharitableAssets
Minimum Investment Return9181647MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return9181647MinimumInvestmentReturn
Tax Based On Investment Income195662TaxBasedOnInvestmentIncome
Total Tax195662TotalTax
Distributable Amount Before Adj8985985DistributableAmountBeforeAdj
Recoveries Qlfy Distributions1764180RecoveriesQlfyDistributions
Distributable Amount Before Ded10750165DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted10750165DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions9158813ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions9158813QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm195662OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions8963151AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted10750165DistributableAmountAsAdjusted
Undistributed Income Prior Year8621085UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions9158813QualifyingDistributions
Applied To Year18621085AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year537728AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY10212437UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJACOB FRIEDMANContributingManager
Contributing ManagerLEA FRIEDMANContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (117 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientForeignAddress/AddressLine1CityRecipientForeignAddress/CityCountryRecipientForeignAddress/Country
ABRAHAM JOSHUA HESCHEL DAY SCHOOL
17701 DEVONSHIRE STNORTHRIDGECA91325NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$50,000
AGUDATH YISROEL OF CALIFORNIA
8631 W 3RD ST 1010ELOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,000
AMERICAN FRIEND OF BIMAD
345 VICTORY BLVDNEW ROCHELLENY10804NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
AMERICAN FRIENDS OF BETH EL
68-27 JUNO STREETFOREST HILLSNY11375NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
AMERICAN FRIENDS OF BIRCHAS MORDECHAI
15 HERSCHEL TERRACEMONSEYNY10952NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
AMERICAN FRIENDS OF LANIADO HOSPITAL
261 WEST 35TH ST 803NEW YORKNY10001NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$6,000
AMERICAN FRIENDS OF NISHMAS - AFN
275 MADISON AVENUENEW YORKNY10016NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$180
AMERICAN FRIENDS OF TIFERET DAVID-OSTROVA
10800 HOLMAN AVE 107LOS ANGELESCA90024NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
AMERICAN FRIENDS OF YESHIVA ALOIS ELIYAHU
6 CHELSEA COURTLAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$3,000
AMERICAN FRIENDS OF YESHIVA MEAH SHEARIM
NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000PO BOX 5009JERUSALEMIS
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRBEL AIRCA90077NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
AMERICAN KOSHER SUPERVISION
6407 W ORANGE STREETLOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$100,000
BAIS FAIGA LAKEWOOD NJ
1210 CLIFTON AVELAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$6,000
BAIS YAAKOV SCHOOL
7353 BEVERLY BLVDLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$105,000
BEIT TSHUVAH
8831 VENICE BLVDLOS ANGELESCA90034NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
BELZ INSTITUTIONS IN ISRAEL
4303 15TH AVEBROOKLYNNY11219NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
BETH JACOB HIGH SCHOOL OF DENVER
5100 WEST 14TH AVEDENVERCO80204NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
BIKUR CHOLIM OF BALTIMORE
2808 STEELE ROADBALTIMOREMD21209NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,500
BIKUR CHOLIM OF LOS ANGELES
8489 WEST THIRD STREETLOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
BMG STUDENT AID FUND
617 6TH STLAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$3,200
BNOS DEVORAH HIGH SCHOOL
461 N LA BREA AVELOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
BNOS MELECH OF LAKEWOOD
685 RIVER AVELAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$250,000
BNOS YAAKOV ELEMENTARY SCHOOL
2 KENT ROADLAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
CENTRAL FUND OF ISRAEL
980 AVENUE OF THE AMERICASNEW YORKNY10018NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
CHAI LIFELINE WEST COAST
151 WEST 30TH STREETNEW YORKNY10001NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
CHASDEI DAVID
1344 E 35TH STBROOKLYNNY11210NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$150,000
CHICAGO CHESED FUND
7045 RIDGEWAY AVELINCOLNWOODIL60712NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
CITY OF HOPE
1055 WILSHIRE BLVD 1200LOS ANGELESCA90017NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
CONGREGATION AHAVAS TZEDAKAH V'CHESED
132 4TH AVENUEBROOKLYNNY11210NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
CONGREGATION BAIS MOSHE YITZCHOK
812 PENINSULA BLVDWOODMERENY11598NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
CONGREGATION BAIS NAFTOLI
221 S LA BREA AVELOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
CONGREGATION BNOS YAAKOV
1012 AVENUE IBROOKLYNNY11230NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
CONGREGATION EITZ CHAIM KLETZK
1506 EAST SPRUCE STLAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
CONGREGATION KEHILAS YAAKOV
7211 BEVERLY BLVDLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$3,700
CONGREGATION NACHLAS DOVID
1589 EAST 20TH STBROOKLYNNY11229NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,500
CONGREGATION NOAM ELIMIELEC
1232 38TH STBROOKLYNNY11218NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
CONGREGATION TORAH V'CHESED
6407 WEST ORANGE STREETLOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$150,000
CONGREGATION YESHIVA BAIS HILLEL
9454 WILSHIRE BLVD 4TH FLOORBEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
DETROIT TEACHERS SEMINARY
17100 WEST 10 MILE ROADSOUTHFIELDMI48075NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
EDUCATIONAL OPPORTUNITY FUND
PO BOX 786LAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,000
ETTA ISRAEL CENTER
12722 RIVERSIDE DR 105NO HOLLYWOODCA91607NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$7,500
ETZ CHAIM TORAH CENTER
1778 45TH STBROOKLYNNY11204NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
FDR HACHNASSAT
9454 WILSHIRE BLVD 4TH FLOORBEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
FRIENDS OF MITZZOS HAARETZ
1435 53RD STREETNEW YORKNY11219NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$16,000
FRIENDS OF YESHIVA HARAN
569 EAST 8TH STBROOKLYNNY11218NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
HAAZINU CHARITABLE
1164 49TH STBROOKLYNNY11219NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
HACHNASSAT KALLAH OF GREATER LA
200 SO MCCADDEN PLLOS ANGELESCA90004NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$250
HERITAGE RETREATS
557 FENLON BLVDCLIFTINNJ07014NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,800
JEWISH BIG BROTHER BIG SISTERS
6505 WILSHIRE BLVD STE 1200LOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
JEWISH COMMUNITY FOUNDATION
6505 WILSHIRE BLVD STE 1200LOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$6,500,000
JEWISH FAMILY SERVICES
3580 WILSHIRE BLVD STE 700LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$2,000
KEREN LMAAN ARAD
5014 16TH AVE 266BROOKLYNNY11204NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500,250
KOLLEL BOYAN
9454 WILSHIRE BLVD 4TH FLOORBEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
KOLLEL LOS ANGELES
223 SO FORMOSA AVELOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$51,800
KOLLEL YECHIEL YEHUDA
345 NO LA BREA AVE STE 208LOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$51,000
LOS ANGELES CHEDER
801 NO LA BREA AVELOS ANGELESCA90038NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
MACHON YERUSHALAYIM
NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$40,000PO BOX 14JERUSALEMIS
MERKAZ BETH JACOB
NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,00014-B MODRIN STJERUSALEMIS
MERKAZ HATORAH COMMUNITY KOLLEL
1441 SO CARDIFF AVELOS ANGELESCA90035NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
MESIFTA BIRKAS YITZCHOK
6022 W PICO BLVDLOS ANGELESCA90035NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
MESIVTA OF GREATER LOS ANGELES
25115 MUREAU ROADCALABASASCA91302NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$540,350
MESORES ROCHEL
NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$19,000PO BOX 41074JERUSALEMIS
MIRRER YESHIVA
1795 OCEAN PARKWAYBROOKLYNNY11223NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
MOSAD HARIM LEVIN
324 AVENUE IBROOKLYNNY11230NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
NACHLAT NAFTALY FOUNDATION
2418 AVENUE 1BROOKLYNNY11210NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$300
NER ISRAEL RABBINICAL COLLEGE
400 MOUNT WILSON LANEPIKESVILLEMD21208NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
NEW ARYEH
18 ORCHARD HILLMONSEYNY10952NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
NEW COMMUNITY JEWISH HIGH SCHOOL
7353 VALLEY CIRCLE BLVDWEST HILLSCA91304NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
OHR ZARUAH
9454 WILSHIRE BLVD 4TH FLOORBEVERLY HILLSCA90212NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
PARTNERS IN DISCOVERY - UCLA
710 WESTWOOD PLAZALOS ANGELESCA90095NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
PERUTZ ETZ JACOB HEBREW ACADEMY
7951 BEVERLY BLVDLOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
PIRCHEI AGUDATH ISRAEL OF CALIF
364 NO DETROIT STLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$250
PRIORITY ONE
26 COLUMBIA AVECEDARHURSTNY11516NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$7,200
PROVIDENCE ST JOSEPH FOUNDATION
501 SO BUENA VISTA STBURBANKCA91505NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$3,000
ROFEH CHOLIM CANCER SOCIETY
762 BEDFORD AVEBROOKLYNNY11205NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,500
SALABODKA YESHIVA KNESSETH ISRAEL
NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,00012 RABBI ISAAC SHER STBNEI BRAKIS
SKIRBALL CULTURAL CENTER
2701 NO SEPULVEDA BLVDLOS ANGELESCA90049NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
STEVEN S WISE TEMPLE
15500 STEPHEN S WISE DRIVELOS ANGELESCA90077NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
STOP CANCER
2566 OVERLAND AVE SUITE 790LOS ANGELESCA90064NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
TALMUD TORAH CHOCHMAS SHLOMO
122-25 METROPOLITAN AVEKEW GARDENSNY11415NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$25,000
TASHBAR TORAT HAYIM HEBREW ACADEMY
1210 SO LA CIENEGA BLVDLOS ANGELESCA90035NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,800
TELSHE YESHIVA
26400 EUCLID AVEWICKLIFFEOH44092NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
TEMINA HIGH SCHOOL
1985B LAVISTA RDATLANTAGA30329NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
TEMPLE ALIYAH
6025 VALLEY CIRCLE BLVDWOODLAND HILLSCA91367NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
TIFERETH MOSHE
818 FOREST AVELAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
TOLDOS YESHURUN
PO BOX 3981NEW YORKNY10163NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
TOMCHEI SHABBOS
PO BOX 481270LOS ANGELESCA90048NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
TOMCHEI TORAH BERETZ
PO BOX 17MONSEYNY10952NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$27,000
TZIDKAS SHALOM
333 STANLEY AVEBROOKLYNNY11207NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
UCLA MS FOUNDATION
10920 WILSHIRE BLVD 1400LOS ANGELESCA90024NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
UNITED CEREBRAL PALSY
11051 OLD SUSANA PASS ROADCHATSWORTHCA91311NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
VALLEY TORAH HIGH SCHOOL
12517 CHANDLER BLVDVALLEY VILLAGECA91607NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
VARIETY CLUB OF SOUTHERN CALIFORNIA
4601 WILSHIRE BLVD 260LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
VARIETY CLUB OF SOUTHERN CALIFORNIA
4601 WILSHIRE BLVD 260LOS ANGELESCA90010NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
YAVNEH HEBREW ACADAMY OF LOS ANGELES
5353 WEST THIRD STREETLOS ANGELESCA90020NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$19,700
YESHIVA BETH MEIR
NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000HAND DELIVERYJERUSALEMIS
YESHIVA CHAYEI OLAM
14 EAST 11TH STLAKEWOODNJ08701NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
YESHIVA EDUCATIONAL SERVICES
245 SO ALTA VISTA BLVDLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
YESHIVA GEDOLA OF LOS ANGELES
5444 WEST OLYMPIC BLVDLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$75,200
YESHIVA GEDOLA ZICHRON MOSHE
PO BOX 580SOUTH FALLSBERGNY12779NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
YESHIVA GEDOLAH ALTERES MORDECHAI
24600 GREENFIELD RDOAK PARKMI48237NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,800
YESHIVA KAHAV MIYAAKOV
171 HOOPER STBROOKLYNNY11211NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
YESHIVA KOL ARYEH
1212 AVENUE IBROOKLYNNY11230NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
YESHIVA MARBEH TORAH
16 YOUMANS DRIVESPRING VALLEYNY10977NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
YESHIVA MINCHAS YITZCHOK
41 KEAP STREETBROOKLYNNY11211NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
YESHIVA NOAM ELIMELECH
100 S CENTRAL AVENANUETNY10954NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
YESHIVA OF TELSHE ALUMNI
4904 INDEPENDENCE AVERIVERDALENY10471NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$18,000
YESHIVA OHR ELIYAHU
241 SO DETROIT STLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,000
YESHIVA OHR HATORAH
2119 HOMECREST AVEBROOKLYNNY11229NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
YESHIVA OHR YISRAEL
1458 HOLLY LANEATLANTAGA30329NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$5,000
YESHIVA RABBI SAMSON RAPHAEL HIRSCH
100 BENNETT AVENEW YORKNY10033NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$13,000
YESHIVA RAV ISACSOHN
540 NO LA BREA AVELOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$18,500
YESHIVA TORAS CHAIM
1555 STUART STDENVERCO80204NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$500
YESHIVAS HACHAIM OF LOS ANGELES
247 SO CITRUS STLOS ANGELESCA90036NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
YOUNG ISRAEL TZEDOKOH FUND
100 AMES STSHARONMA02067NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$10,000
YULA BOYS HIGH SCHOOL
9760 W PICO BLVDLOS ANGELESCA90035NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$50,000
ZICHRON SHLOME
1319 51ST STBROOKLYNNY11219NONEPUBLIC CHARITYPUBLIC SUPPORT OF ORGANIZATION MISSION$1,800
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year9097580TotGrantOrContriPaidDuringYear
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$4,666,085ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,784ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$15,630,706ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionPRIOR YEAR GRANTS RECOVEREDDescription
Related Or Exempt Function Income1764180RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$20,300,575ExclusionAmount
Related Or Exempt Function Income1764180RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA22064755TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number8LineNumber
Relationship StatementSUPPORT OF TAX EXEMPT RELIGIOUS ORGANIZATIONS & CHARITIESRelationshipStatement

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJACOB LEA FRIEDMANContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line14001 WILSHIRE BLVD F-165AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90010ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions5000000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$54,451Amount
Net Investment Income13613NetInvestmentIncome
Disbursements Charitable Prps40838DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierRECIPIENT: THE JEWISH COMMUNITY FOUNDATIONIdentifier
Return ReferenceEXPLANATION CONCERNING PART VII-A, LINE 12ReturnReference
ExplanationRECIPIENT: THE JEWISH COMMUNITY FOUNDATION AMOUNT TREATED AS QUALIFYING DISTRIBUTION $6,500,000HOW DISTRIBUTION ACCOMPLISHES CHARITABLE PURPOSE: THE DART-L FOUNDATION CONTRIBUTED $6,500,000 TO THE JEWISH COMMUNITY FOUNDATION OF LOS ANGELES, WHICH MAINTAINS DONOR ADVISED FUNDS 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 AS A 501(C)(3) CHARITABLE ORGANIZATION. IT IS THE LARGEST MANAGER OF CHARITABLE ASSETS AND THE LEADER IN PLANNED LIVING SOLUTIONS FOR GREATER LOS ANGELES JEWISH PHILANTHROPISTS. THE FOUNDATION CURRENTLY MANAGES $797 MILLION OF ASSETS AND RANKS AMONG THE ELEVEN 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 OFFICER, 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 ITS PHILANTHROPIC MISSION AND GOALS. THE JEWISH COMMUNITY FOUNDATION OPERATES WITH THE HIGHEST DEGREE OF EFFICIENCY, OFFERS PRUDENT MONEY MANAGEMENT FOR LONG-TERM GROWTH AND PRESERVATION OF CAPITAL. NUMEROUS PROMINENT EXPERTS FROM THE COMMUNITY SERVE ON ITS BOARD OF TRUSTEES AND INVESTMENT COMMITTEE.Explanation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
U.S. CORPORATE BONDS2522139125578467
FOREIGN CORP. BONDS33548373419080

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
CORPORATE STOCK U.S.6817431574467727
CORPORATE STOCK FOREIGN3869933339201033

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value10714088USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV10747740USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (6 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
FOREIGN GOV'T BONDSAT COST13348261242991
OTHER DEBT SECURITIESAT COST17702631669488
REIT INVESTMENTSAT COST12970931337784
HEDGE FUNDSAT COST550000552992
PRECIOUS METALS & COMMODITIESAT COST30973923120757
ALTERNATIVE INVESTMENTSAT COST44107975102952

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$20,160Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps20160DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT MANGEMENT FEES7199297199290
BANK CHARGES76760

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
OTHER INCOME378437843784
PRIOR YEAR GRANTS RECOVERED17641801764180

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
STATE TAXES$10010
CA ATTORNEY GENERAL$2250225
FOREIGN TAXES$1,2577600
FEDERAL TAXES$60,00000