HITTER FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HITTER FAMILY FOUNDATION (EIN 95-4790803)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-06
- IRS object ID
- 201211889349100006
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-06T14:29:47-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DORFMAN & RUTT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6420 WILSHIRE BLVD STE 800 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90048 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954790803 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HITTER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HITT | NameControl |
| Phone | 3108803882 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10755 PALMS BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90034 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE HITTER | Name |
| Title | President/Direc | Title |
| Date Signed | 2012-07-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN R DORFMAN | Name |
| Phone | 3239341100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3398031 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 17044 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17044 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 69096 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 62577 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 37643 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 345492 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 37643 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 373783 | TotalRevenueAndExpenses |
| Total Net Investment Income | 117264 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 506 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 371 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 9467 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7082 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10973 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7453 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 168615 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 168615 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 179588 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7453 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 169115 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 194195 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 109811 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1507777 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1521890 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1521890 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 180466 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 216924 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 216924 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 723608 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 983636 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 983636 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 671256 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 675581 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 675581 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3083107 | TotalAssetsBOY |
| Total Assets EOY | 3398031 | TotalAssetsEOY |
| Total Assets EOYFMV | 3398031 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3083107 | UnrestrictedBOY |
| Unrestricted EOY | 3398031 | UnrestrictedEOY |
| Total Net Assets BOY | 3083107 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3398031 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3083107 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3398031 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3083107 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 194195 | ExcessOfRevenueOverExpenses |
| Other Increases | 120729 | OtherIncreases |
| Subtotal | 3398031 | Subtotal |
| Total Net Assets Fund Balances EOY | 3398031 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (46 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 250 CONSTELLATION ENERGY CO | P | 2011-04-28 | 2011-10-17 | 9548 | 9074 | 474 | 474 |
| 450 CORNING INC | P | 2011-03-23 | 2011-10-06 | 5989 | 9348 | -3359 | -3359 |
| 50000 FED FARM CR BK | P | 2009-09-14 | 2011-09-16 | 50000 | 50161 | -161 | -161 |
| 300 FLIR SYSTEM INC | P | 2009-06-29 | 2011-08-26 | 7311 | 6841 | 470 | 470 |
| 50 WASTE MANAGEMENT INC DEL | P | 2009-09-29 | 2011-06-28 | 1828 | 1503 | 325 | 325 |
| 50 DOMINION RES INC | P | 2009-06-19 | 2011-06-28 | 2377 | 1639 | 738 | 738 |
| 25 BHP BILLITONLTD ADR | P | 2009-05-14 | 2011-06-28 | 2272 | 1254 | 1018 | 1018 |
| 50 AUTO DATA PROCESSING | P | 2010-03-19 | 2011-06-28 | 2595 | 2228 | 367 | 367 |
| 50 NEXTERA ENERGY INC | P | 2011-04-08 | 2011-06-28 | 2844 | 2790 | 54 | 54 |
| 20 SPDR GOLD TRUST | P | 2010-02-05 | 2011-05-27 | 2981 | 2089 | 892 | 892 |
| 210 MEDCOHEALTH SOLUTIONS | P | 2010-07-16 | 2011-06-21 | 11782 | 11924 | -142 | -142 |
| 150 VODAFONE GROUP | P | 2009-07-01 | 2011-05-20 | 4268 | 2973 | 1295 | 1295 |
| 100 VERIZON COMMUNICATIONS | P | 2010-03-19 | 2011-05-20 | 3717 | 2845 | 872 | 872 |
| 25 V F CORP | P | 2009-12-17 | 2011-05-20 | 2429 | 1816 | 613 | 613 |
| 55 QUALCOMM | P | 2010-03-19 | 2011-05-20 | 3157 | 2200 | 957 | 957 |
| 95 ORACLE CORP | P | 2007-01-31 | 2011-05-20 | 3260 | 1625 | 1635 | 1635 |
| 50 NILE INC CLASS B | P | 2009-07-24 | 2011-05-20 | 4254 | 2608 | 1646 | 1646 |
| 50 MC DONALDS CORP | P | 2009-09-01 | 2011-05-20 | 4123 | 2784 | 1339 | 1339 |
| 130 INTEL CORP | P | 2009-07-31 | 2011-05-20 | 3020 | 2531 | 489 | 489 |
| 50 CHEVRON CORP | P | 2010-03-19 | 2011-05-20 | 5160 | 3716 | 1444 | 1444 |
| 50 BHP BILLITONLTD ADR | P | 2009-09-21 | 2011-05-20 | 4645 | 3284 | 1361 | 1361 |
| 50 ANALOG DEVICES INC | P | 2009-09-16 | 2011-01-05 | 2090 | 1384 | 706 | 706 |
| 25 V F CORP | P | 2009-12-17 | 2011-04-28 | 2666 | 1816 | 850 | 850 |
| 160 BERKSHIRE HATHAWAY B NEWCLASS B | P | 2011-03-23 | 2011-04-28 | 13269 | 13609 | -340 | -340 |
| 50000 HOME DEPOT INC | P | 2009-02-27 | 2011-03-01 | 50000 | 50353 | -353 | -353 |
| 150 COSTCO WHSL CORP | P | 2007-09-07 | 2011-02-28 | 11187 | 8533 | 2654 | 2654 |
| 50 V F CORP | P | 2009-12-17 | 2011-02-25 | 4803 | 3631 | 1172 | 1172 |
| 50 AUTO DATA PROCESSING | P | 2009-12-23 | 2011-02-25 | 2471 | 2144 | 327 | 327 |
| 50 ANALOG DEVICES INC | P | 2009-09-16 | 2011-02-25 | 1988 | 1383 | 605 | 605 |
| 300 NYSE EURONEXT | P | 2010-12-29 | 2011-03-23 | 10514 | 8972 | 1542 | 1542 |
| 200 NYSE EURONEXT | P | 2010-12-29 | 2011-02-25 | 7379 | 5981 | 1398 | 1398 |
| 100.00 COSTCO WHSL CORP | P | 2007-09-07 | 2011-02-08 | 7464 | 5689 | 1775 | 1775 |
| 50.00 ACE LIMITED NEW | P | 2009-05-01 | 2011-02-08 | 3170 | 2286 | 884 | 884 |
| 100.00 WASTE MANAGEMENT INC DEL | P | 2009-09-29 | 2011-02-01 | 3789 | 3005 | 784 | 784 |
| 80.00 ACE LIMITED NEW | P | 2009-05-01 | 2011-02-01 | 4925 | 3658 | 1267 | 1267 |
| 100.00 ITT CORPORATION NEW INDIANA | P | 2010-07-06 | 2011-02-01 | 5906 | 4580 | 1326 | 1326 |
| 400.00 VANGUARD EUROPEAN | P | 2009-12-09 | 2011-01-14 | 19984 | 19975 | 9 | 9 |
| 50.00 PROCTER & GAMBLE | P | 2007-01-31 | 2011-01-14 | 3264 | 3258 | 6 | 6 |
| 30.00 ORAC;E CORPORATION | P | 2007-01-31 | 2011-01-14 | 922 | 513 | 409 | 409 |
| 250.00 LOCKHEED MARTIN CORP | P | 2009-10-23 | 2011-01-14 | 18594 | 18048 | 546 | 546 |
| 120.00 ISHARES MSCI BRAZIL INDX BRAZIL | P | 2007-01-31 | 2011-01-14 | 9253 | 5706 | 3547 | 3547 |
| 250.00 CONSTELLATION ENERGY CO | P | 2008-11-07 | 2011-01-14 | 7921 | 5921 | 2000 | 2000 |
| 50.00 BHP BILLITONLTD ADR | P | 2009-09-21 | 2011-01-14 | 4501 | 3284 | 1217 | 1217 |
| 50.00 SPDR GOLD TRUST | P | 2010-02-05 | 2011-01-14 | 6628 | 5223 | 1405 | 1405 |
| 80.00 ITT CORPORATION NEW INDIANA | P | 2010-07-16 | 2011-01-14 | 4715 | 3664 | 1051 | 1051 |
| PLUM CREEK TIMBER CO | P | 2010-01-01 | 2011-04-04 | 529 | 529 | 529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 37643 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 152118 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2371943 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.06413 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 134740 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2664044 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05058 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 126008 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2386137 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05281 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 125146 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2139160 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05850 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 78235 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1769120 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04422 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.27024 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05405 | AverageDistributionRatio |
| Net Noncharitable Assets | 2771423 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 149790 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1098 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 150888 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 169115 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1098 | InvestmentIncomeExciseTax |
| Subtotal | 1098 | Subtotal |
| Tax Based On Investment Income | 1098 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 563 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 563 | TotalCreditsAndPayments |
| Tax Due | 535 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE HITTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3108803882 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10755 PALMS BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SABRINA HITTER | ||||||
| 9034 ALTO CEDRO DRIVE | BEVER LY HILLS | CA | 90210 | SEC/DIRECTOR | 1.00 | 0 |
| STEVE HITTER | ||||||
| 2361 BROOKSHIRE LN | LOS ANGELES | CA | 90077 | President/Direc | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1867603 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 946024 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2813627 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2813627 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42204 | CashDeemedCharitable |
| Net Noncharitable Assets | 2771423 | NetNoncharitableAssets |
| Minimum Investment Return | 138571 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 138571 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1098 | TaxBasedOnInvestmentIncome |
| Total Tax | 1098 | TotalTax |
| Distributable Amount Before Adj | 137473 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 137473 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 137473 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 169115 | ExpensesAndContributions |
| Qualifying Distributions | 169115 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1098 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 168017 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 137473 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 169115 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 137473 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 31642 | RemainingDistriFromCorpus |
| Total Corpus | 31642 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 31642 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 31642 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENDALE HIGH SCHOOL | ||||||||||||
| 1440 E BROADWAY | GLENDALE | CA | 91205 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| FRIENDS OF EXPO CENTER | ||||||||||||
| 3980 BILL ROBERTSON LANE SUITE 203 | LOS ANGELES | CA | 90037 | NONE | PUBLIC | GENERAL OPERATION | $1,000 | |||||
| MAASAI WILDERNESS CONSERVATION FUND | ||||||||||||
| NONE | PUBLIC | GENERAL FUNDRAISING | $500 | P O BOX 236-901 | KENYA | AFRICA | KE | P O BOX 236-901 | ||||
| THE SURVIVOR MIZVAH PROJECT | ||||||||||||
| 2658 GRIFFITH PARK SUITE 299 | LOS ANGELES | CA | 90039 | NONE | PRIVATE | GENERAL OPERATOIN | $500 | |||||
| UNITED SERVICE ORGANIZATIONS INC | ||||||||||||
| P O BOX 96860 | WASHINGTON | DC | 20087 | NONE | PUBLIC | GENERAL FUNDRAISING | $250 | |||||
| RIDE 2 RECOVERY | ||||||||||||
| 23679 CALABASAS ROAD SUITE 420 | CALABASAS | CA | 91302 | NONE | PUBLIC | GENERAL OPERATION | $500 | |||||
| ISRAEL AIR FORCE CENTER FOUNDATION | ||||||||||||
| P O BOX 492 | WILLOW GROVE | PA | 19090 | NONE | PUBLIC | GENERAL OPERATION | $1,000 | |||||
| HILLEL AT UCLA | ||||||||||||
| 574 HILGARD AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,900 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 121 HABITAT ST | AMERICUS | GA | 31709 | NONE | PUBLIC | GENERAL OPERATION | $1,000 | |||||
| AMERICAN FRIENDS OF BAR- ILAN UNIVE | ||||||||||||
| 8730 WILSHIRE BLVD SUITE 550 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | GENERAL FUNDRAISING | $25,000 | |||||
| CANCER SUPPORT COMMUNITY | ||||||||||||
| 1050 17 TH STREETNW SUITE 500 | WASHINGTON | DC | 22036 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| THE SERRA PROJECT | ||||||||||||
| 825 COLORADO AVE SUITE 100 | LOS ANGELES | CA | 90041 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| MARBEH TZEDAKAH | ||||||||||||
| P O BOX 481270 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISNING | $500 | |||||
| AMERICAN FRIENDS OF CECI | ||||||||||||
| 3000 RUE OMER-LAVALLEE | MONTREAL | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $4,000 | |||||
| TOMCHEI SHABBOS | ||||||||||||
| PO BOX 481270 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| JEWISH BIG BROTHERS BIG SISTERS | ||||||||||||
| 6505 WILSHIRE BLVD STE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| PO BOX 22718 | OKLAHOMA | OK | 73123 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| SINAI TEMPLE | ||||||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $8,500 | |||||
| SINAI AKIBA ACADEMY | ||||||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| AFRICA FOUNDATION | ||||||||||||
| 5390 KIETZKE LANE SUITE 202 | RENO | NV | 89511 | NONE | PUBLIC | GENERAL FUNDRAISING | $375 | |||||
| UNION RESCUE MISSION | ||||||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| FRIENDS OF LARC | ||||||||||||
| 10560 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| JEWISH VOCATIONAL SERVICE | ||||||||||||
| 6505 WILSHIRE BLVD STE 200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| CHABAD OF CALIF | ||||||||||||
| 741 GAYLEY AVENUE | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| CHAPMAN UNIVERSITY | ||||||||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| LUPUS LA | ||||||||||||
| 9220 SUNSET BLVD STE 200 | LOS ANGELES | CA | 90069 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,740 | |||||
| LA MUSEUM OF THE HOLOCAUST | ||||||||||||
| 6435 WILSHIRE BLVD STE 303 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,000 | |||||
| BEIT T'SHUVAH | ||||||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL FUNDRAISING | $16,550 | |||||
| VENICE FAMILY CLINIC | ||||||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,000 | |||||
| ADL | ||||||||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,000 | |||||
| MPP FOUNDATION | ||||||||||||
| PO BOX 77492 CAPITOL HILL | WASHINGTON | DC | 20013 | NONE | PUBLIC | GENERAL FUNDRAISING | $3,000 | |||||
| FRIENDS OF THE ISREAL DEFENSE FORCE | ||||||||||||
| 4640 ADMIRALTY WAY SUITE 406 | MARINA DEL REY | CA | 90292 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| STAND WITH US | ||||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,000 | |||||
| PROJECT ANGEL FOOD | ||||||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| PETERSEN MUSEUM | ||||||||||||
| 6060 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,300 | |||||
| HAMAKOM | ||||||||||||
| PO BOX 6777 | SANTA FE | NM | 87502 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| AMERICAN FRIENDS OF HEBREW UNIVERSI | ||||||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL FUNDRAISING | $5,500 | |||||
| FRIENDS OF JEWISH RENEWAL IN POLAND | ||||||||||||
| 3700 WILSHIRE BLVD 957 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | GENERAL FUNDRAISING | $10,000 | |||||
| JEWISH FEDERATION | ||||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $10,000 | |||||
| SIMON WEISEN CENTER | ||||||||||||
| 1399 S ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| MEDICAL STUDENTS FOR CHOICE | ||||||||||||
| PO BOX 70190 | OAKLAND | CA | 94612 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| ART CENTER COLLEGE OF DESIGN | ||||||||||||
| 1700 LIDA STREET | PASADENA | CA | 91103 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| MARCH OF DIMES | ||||||||||||
| 3699 WILSHIRE BLVD 520 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | GENERAL FUNDRAISING | $500 | |||||
| CITY OF HOPE | ||||||||||||
| 1055 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC | GENERAL FUNDRAISING | $2,000 | |||||
| ZIMMER CHILDREN MUSEUM | ||||||||||||
| 6505 WILSHIRE BLVD 100 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $1,000 | |||||
| FRIENDS OF SHEBA | ||||||||||||
| 9911 W PICO BLVD 1220 | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL FUNDRAISING | $11,000 | |||||
| CEDAR SINAI MEDICAL | ||||||||||||
| PO BOX 48750 ROOM 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL FUNDRAISING | $17,250 | |||||
| 1939 CLUB | ||||||||||||
| 8950 WEST OLYMPIC BLVD 437 | LOS ANGELES | CA | 90211 | NONE | PUBLIC | GENERAL FUNDRAISING | $16,250 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 168615 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,044 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $69,096 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $37,643 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | IRS REFUND | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $123,783 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123783 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ANNA HITTER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10755 PALMS BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 500 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (12 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VERIZON NEW JER 5.875%12 | 50091 | 50091 |
| SHELL INTL FINANTIAL 4.3%19 | 63414 | 63414 |
| PEPSICO 5.0%18 | 28986 | 28986 |
| MORGAN STANLEY DW 5.45%17 | 48121 | 48121 |
| JP MORGAN CHASE 6%18 | 56025 | 56025 |
| GOLDMAN SACHS GP 5.30%12 | 50142 | 50142 |
| GENERL ELECTRIC CO 5.25%17 | 57501 | 57501 |
| EMERSON ELEC CO 5.125%16 | 58317 | 58317 |
| BURLINGTON NORTH 5.75%18 | 58215 | 58215 |
| BOEING CO 4.875%20 | 87237 | 87237 |
| BERKSHIRE HTH FIN 5.4%18 | 58260 | 58260 |
| ARCHER-DANIELS 5.45%18 | 59272 | 59272 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VARIOUS | 107180 | 107180 |
| VARIOUS | 876456 | 876456 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 75231 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 75231 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 141693 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 141693 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| INVESTMENT EXPENSE | 7082 | 7082 |
| FMV OF GOODS/SERVICES RECIEVED | 2385 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON SECURITIES | Description |
| Amount | $120,729 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ANNA HITTER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10755 PALMS BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90034 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| REGISTRY OF CHARITABLE TRUSTS | $75 | |
| FOREIGN TAXES PAID ON INVESTMENTS | $371 | 371 |
| CALIFORNIA FRANCHISE TAX BOARD | $60 |
Comments