THE HELD FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: THE HELD FOUNDATION (EIN 95-4016569)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-05
IRS object ID: 201112179349100711
Schema version: 2010v3.2
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-05T09:42:15-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Gerber & Co Inc	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1880 CENTURY PARK EAST SUITE 200	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	900671602	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	954016569	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE HELD FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HELD	NameControl
Phone	3102899888	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1880 CENTURY PARK EAST	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90067	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MELISSA BORDY	Name
Title	Trustee	Title
Date Signed	2011-08-05	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Selwyn Gerber	Name
Phone	3105521600	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	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	2426302	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	645861	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	23517	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	23517	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	12712	DividendsRevAndExpnss
Dividends Net Invst Incm	12712	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	14110	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	89248	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	14110	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	696200	TotalRevenueAndExpenses
Total Net Investment Income	50339	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	111	LegalFeesRevAndExpnss
Legal Fees Adj Net Incm	111	LegalFeesAdjNetIncm
Other Prof Fees Rev And Expnss	18495	OtherProfFeesRevAndExpnss
Other Prof Fees Dsbrs Chrtbl Prps	18495	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	8	TaxesRevAndExpnss
Taxes Adj Net Incm	8	TaxesAdjNetIncm
Deprec And Depletion Rev And Expnss	0	DeprecAndDepletionRevAndExpnss
Other Expenses Rev And Expnss	988	OtherExpensesRevAndExpnss
Other Expenses Adj Net Incm	988	OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss	19602	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	1107	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	18495	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	132550	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	132550	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	152152	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	1107	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	151045	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	544048	ExcessOfRevenueOverExpenses
Net Investment Income	50339	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	1905571	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	982509	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	982509	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig EOY	464506	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	436426	InvestmentsGovtObligEOYFMV
Investments Corp Stock EOY	152851	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	165210	InvestmentsCorpStockEOYFMV
Investments Corp Bonds EOY	448652	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	456168	InvestmentsCorpBondsEOYFMV
Investments Other EOY	401101	InvestmentsOtherEOY
Investments Other EOYFMV	385989	InvestmentsOtherEOYFMV
Total Assets BOY	1905571	TotalAssetsBOY
Total Assets EOY	2449619	TotalAssetsEOY
Total Assets EOYFMV	2426302	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	1905571	RetainedEarningsBOY
Retained Earnings EOY	2449619	RetainedEarningsEOY
Total Net Assets BOY	1905571	TotalNetAssetsBOY
Total Net Assets EOY	2449619	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1905571	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2449619	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1905571	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	544048	ExcessOfRevenueOverExpenses
Subtotal	2449619	Subtotal
Total Net Assets Fund Balances EOY	2449619	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	14110	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	614642	QualifyingDistributionsYear1
Noncharitable Assets Year1	1456993	NoncharitableAssetsYear1
Distribution Ratio Year1	0.42186	DistributionRatioYear1
Qualifying Distributions Year2	243983	QualifyingDistributionsYear2
Noncharitable Assets Year2	195708	NoncharitableAssetsYear2
Distribution Ratio Year2	1.24667	DistributionRatioYear2
Qualifying Distributions Year3	491614	QualifyingDistributionsYear3
Noncharitable Assets Year3	161455	NoncharitableAssetsYear3
Distribution Ratio Year3	3.04490	DistributionRatioYear3
Qualifying Distributions Year4	304488	QualifyingDistributionsYear4
Noncharitable Assets Year4	297586	NoncharitableAssetsYear4
Distribution Ratio Year4	1.02319	DistributionRatioYear4
Qualifying Distributions Year5	222581	QualifyingDistributionsYear5
Noncharitable Assets Year5	326767	NoncharitableAssetsYear5
Distribution Ratio Year5	0.68116	DistributionRatioYear5
Total Distribution Ratio	6.41778	TotalDistributionRatio
Average Distribution Ratio	1.28356	AverageDistributionRatio
Net Noncharitable Assets	1961838	NetNoncharitableAssets
Adjusted Noncharitable Assets	2518129	AdjustedNoncharitableAssets
One Percent Net Investment Income	503	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	2518632	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	151045	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1007	InvestmentIncomeExciseTax
Subtotal	1007	Subtotal
Tax Based On Investment Income	1007	TaxBasedOnInvestmentIncome
Tax Paid With Extension	1100	TaxPaidWithExtension
Total Credits And Payments	1100	TotalCreditsAndPayments
Overpayment	93	Overpayment
Amount Credited To Next Year	93	AmountCreditedToNextYear

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	false	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	MELISSA BORDY	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3103002200	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1880 CENTURY PARK EAST 500	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90067	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	true	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 (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
JOSEPH HELD
1880 CENTURY PARK EAST 500	LOS ANGELES	CA	90067	Trustee	0.00	0
ROBERT HELD
1880 CENTURY PARK EAST 500	LOS ANGELES	CA	90067	Trustee	0.00	0
MELISSA BORDY
1880 CENTURY PARK EAST 500	LOS ANGELES	CA	90067	Trustee	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	589994	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1401720	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1991714	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	1991714	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	29876	CashDeemedCharitable
Net Noncharitable Assets	1961838	NetNoncharitableAssets
Minimum Investment Return	98092	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	98092	MinimumInvestmentReturn
Tax Based On Investment Income	1007	TaxBasedOnInvestmentIncome
Total Tax	1007	TotalTax
Distributable Amount Before Adj	97085	DistributableAmountBeforeAdj
Distributable Amount Before Ded	97085	DistributableAmountBeforeDed
Distributable Amount As Adjusted	97085	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	151045	ExpensesAndContributions
Qualifying Distributions	151045	QualifyingDistributions
Adj Qualifying Distributions	151045	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	97085	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	206387	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	289861	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	483703	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	234234	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	541800	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1755985	TotalExcessDistriCarryover
Qualifying Distributions	151045	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	97085	AppliedToCurrentYear
Remaining Distri From Corpus	53960	RemainingDistriFromCorpus
Total Corpus	1809945	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	206387	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1603558	ExcessDistriCyovToNextYear
Excess From Year4	289861	ExcessFromYear4
Excess From Year3	483703	ExcessFromYear3
Excess From Year2	234234	ExcessFromYear2
Excess From Year1	541800	ExcessFromYear1
Excess From Current Year	53960	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JOSEPH HELD	ContributingManager
Contributing Manager	ROBERT HELD	ContributingManager
Contributing Manager	MELISSA BORDY	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
THERESE MENEZ
818 N OGDEN DRIVE	LOS ANGELES	CA	90046	SCHOLARSHIP GRANT	$2,500
UCLA
10920 WILSHIRE BOULEVARD SUITE 140	LOS ANGELES	CA	90024	PUBLIC CHARITY	$1,500
JUNIOR BLIND OF AMERICA
5300 ANGELES VISTA BOULEVARD	LOS ANGELES	CA	90043	PUBLIC CHARITY	$5,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVE	BEL AIR	CA	90077	PUBLIC CHARITY	$32,000
JESSICA M KUBISCH
422 EL CENTRO STREET UNIT B	SOUTH PASADENA	CA	91030	SCHOLARSHIP GRANT	$2,500
AMBER DELANI NELSEN
4211 CAMERO AVENUE	LOS ANGELES	CA	90027	SCHOLARSHIP GRANT	$2,500
TIMOTHY R RAUSCH
300 17TH STREET	MANHATTAN BEACH	CA	90266	SCHOLARSHIP GRANT	$2,500
SHEILA S DRIVER
5750 W CENTINELA AVENUE UNIT 321	LOS ANGELES	CA	90045	SCHOLARSHIP GRANT	$2,500
LISA R CHAPS
2921 ARIZONA AVENUE UNIT 2	SANTA MONICA	CA	90404	SCHOLARSHIP GRANT	$2,500
JOSH M ROBERS
920 N ORANGE GROVE AVENUE UNIT 16	WEST HOLLYWOOD	CA	90046	SCHOLARSHIP GRANT	$2,500
MONICA LOPEZ
5142 COGSWELL ROAD	EL MONTE	CA	91732	SCHOLARSHIP GRANT	$2,500
HEATHER J MEHL
290 N HUDSON AVENUE UNIT 304E	PASADENA	CA	91101	SCHOLARSHIP GRANT	$2,500
TOWER CANCER RESEARCH FOUNDATION
9229 WILSHIRE BLVD	BEVERLY HILLS	CA	90211	PUBLIC CHARITY	$1,000
WINDWARD SCHOOL
11350 PALMS BLVD	LOS ANGELES	CA	90066	PUBLIC CHARITY	$2,500
ELIZABETH A PLACEK
20936 AMIE AVENUE	TORRANCE	CA	90503	SCHOLARSHIP GRANT	$2,500
EMY M CHAI
2449 1/2 W SILVER LAKE DR	LOS ANGELES	CA	90039	SCHOLARSHIP GRANT	$2,500
ANNE E FINCK
650 OCEAN PARK BLVD 7	SANTA MONICA	CA	90405	SCHOLARSHIP GRANT	$2,500
LILLIAN M MONTAGNINO
5952 N LOS VIRGENES ROAD 706	CALABASAS	CA	91302	SCHOLARSHIP GRANT	$2,500
KYMBERLY K AOKI
2034 W VIEW STREET	LOS ANGELES	CA	90016	SCHOLARSHIP GRANT	$2,500
CORINA RICO
1225 1/4 N FAIRFAX	WEST HOLLYWOOD	CA	90046	SCHOLARSHIP GRANT	$2,500
BARBARA J BRENNAN
311 MYERS PLACE	INGLEWOOD	CA	90301	SCHOLARSHIP GRANT	$2,500
Adrienne S Wood
4500 Via Marina 227	Marina Del Rey	CA	90292	SCHOLARHSIP GRANT	$2,500
Gena M Welch
8577 HOLLOWAY DRIVE 2	West Hollywood	CA	90069	SCHOLARHSIP GRANT	$2,500
Olga Jerinic
1434 10TH Street Unit 10	Santa Monica	CA	90401	SCHOLARHSIP GRANT	$2,500
William C Kenny
1409 1/2 N Catalina Street	Los Angeles	CA	90027	SCHOLARHSIP GRANT	$2,500
Katherine R Hurley
328 Calle Miramar	Redondo Beach	CA	90277	SCHOLARHSIP GRANT	$2,500
Jody Franzen Castrillon
4436 PRICE STREET	Los Angeles	CA	90077	SCHOLARHSIP GRANT	$2,500
The Jewish Federation
6505 Wilshire Blvd	Los Angeles	CA	90048	PUBLIC CHARITY	$14,500
Sinai Temple
10400 Wilshire Blvd	Los Angeles	CA	90024	PUBLIC CHARITY	$7,300
Jewish Home for the Aging
7150 Tampa Ave	Reseda	CA	91335	PUBLIC CHARITY	$10,100
Jewish Big BrothersBig Sister
6505 Wilshire Blvd Suite 600	Los Angeles	CA	90048	PUBLIC CHARITY	$2,150
USC Hillel
6505 Wilshire Blvd Suite 450	Los Angeles	CA	90048	PUBLIC CHARITY	$1,000
Alzheimer's Association
69-730 HIGHWAY 111 SUITE 202	RANCHO MIRAGE	CA	92270	PUBLIC CHARITY	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	132550	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	1	ExclusionCode
Exclusion	$23,517	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	1	ExclusionCode
Exclusion	$12,712	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	1	ExclusionCode
Exclusion	$14,110	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$50,339	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	50339	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 (3 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Noncash Contribution TypeNoncashContributionType
3	MELISSA BORDY	1880 CENTURY PARK EAST 500	LOS ANGELES	CA	90067	208620	X	X
2	ROBERT HELD	1880 CENTURY PARK EAST 500	LOS ANGELES	CA	90067	228620	X	X
1	JOSEPH HELD	1880 CENTURY PARK EAST 500	LOS ANGELES	CA	90067	208621	X	X

Noncash Property NoncashProperty (3 entries)

Contributor Number From Part IContributorNumberFromPartI	Noncash Property DescriptionNoncashPropertyDescription	Fair Market ValueFairMarketValue	Date ReceivedDateReceived
3	STOCKS	25287	2010-12-10
2	STOCKS	25287	2010-12-10
1	STOCKS	25287	2020-12-10

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	MORGAN STANLEY - A/C 211 098223 912	NameOfBond
EOY Book Value	448652	EOYBookValue
EOYFMV	456168	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
MORGAN STANLEY - A/C 211 099569 912	1974	1736
MORGAN STANLEY - A/C 211 098223 912	150877	163474

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
State Local Securities EOY Book Val	464506	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	436426	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MORGAN STANLEY - A/C 211 099569 912	AT COST	303095	293389
MORGAN STANLEY - A/C 211 098223 912	AT COST	98006	92600

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$111	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	111	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
LICENSES & PERMITS	85	85
BANK CHARGES	903	903

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	CONSULTING	Category
Amount	$18,495	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	18495	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL	Category
Amount	$8	Amount
Adjusted Net Income	8	AdjustedNetIncome