PLATT FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PLATT FAMILY FOUNDATION (EIN 27-1394148)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-19
- IRS object ID
- 202602319349100110
- Schema version
- 2025v4.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-19T12:33:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271394148 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PLATT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JEFFREY WOLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAT | BusinessNameControlTxt |
| Phone | 3102341992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE PLATT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3102341992 | PhoneNum |
| Signature | 2026-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399668 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2026-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,958,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,757 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,676 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $480,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,437,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $481,968 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,636 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,609 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $632,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $532,253 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,429 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,215 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,214 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,272 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,214 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $504,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $499,766 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,307 | CashBOYAmt |
| Cash EOY | $29,078 | CashEOYAmt |
| Cash EOYFMV | $29,078 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,343 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,151,546 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,640,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,640,424 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $219,660 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $212,819 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $212,819 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,415,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,958,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,958,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,415,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,958,664 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,415,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,958,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,415,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,958,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,415,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $504,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,895 | OtherIncreasesAmt |
| Subtotal | $3,958,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,958,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2025-01-01 | 2025-12-31 | $1,437,808 | $956,866 | $480,942 | $480,942 | |
| NONDIVIDEND DISTRIBUTIONS | 2025-01-01 | 2025-12-31 | $1,026 | $1,026 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $481,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,947 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,947 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,488 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,988 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,041 | OverpaymentAmt |
| Applied To ES Tax | $2,041 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY WOLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102341992 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4208 OVERLAND AVENUE | AddressLine1Txt |
| City | CULVER CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARC E PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE BEREN PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 1.50 | $0 | $0 | $0 |
| SAMANTHA PLATT AUERBACH | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JONAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HANNAH PLATT | ||||||||
| 10393 STRATHMORE DRIVE | LOS ANGELES | CA | 90024 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,577,365 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,652,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,652,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,598,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,947 | TotalTaxAmt |
| Distributable Before Adj | $172,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $172,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $172,957 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $172,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,108,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $421,472 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $680,276 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $561,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $586,600 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,358,146 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,814 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $78,143 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $78,143 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,280,003 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,030,205 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,249,798 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $421,472 | ExcessFromYear4Amt |
| Excess From Year3 | $680,276 | ExcessFromYear3Amt |
| Excess From Year2 | $561,450 | ExcessFromYear2Amt |
| Excess From Year1 | $586,600 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC E PLATT | ContributingManagerNm |
| Contributing Manager | JULIE BEREN PLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP RAMAH IN CA | |||||||
| 17525 VENTURA BLVD 310 | ENCINO | CA | 91316 | NONE | PC | GENERAL SUPPORT | $12,000 |
| QUEER NIGHTLIFE COMMUNITY CENTER | |||||||
| 173 RUSSELL STREET 2I | BROOKLYN | NY | 11222 | NONE | PC | GENERAL SUPPORT | $8,000 |
| INHERITANCE THEATER PROJECT | |||||||
| PO BOX 578 | NEW YORK | NY | 10026 | NONE | PC | GENERAL SUPPORT | $7,200 |
| JED FOUNDATION | |||||||
| 530 7TH AVENUE SUITE 801 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $6,000 |
| GAY SHABBAT | |||||||
| PO BOX 198 | ORRICK | MT | 64077 | NONE | PC | GENERAL SUPPORT | $6,000 |
| PRIZMAH | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $6,000 |
| TREVOR PROJECT | |||||||
| 8704 SANTA MONICA BLVD 200 | WEST HOLLYWOOD | CA | 900694120 | NONE | PC | GENERAL SUPPORT | $6,000 |
| DEPARTMENT OF ANGELS | |||||||
| 4208 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SINAI AKIBA ACADEMY | |||||||
| 10400 WILSHIRE BLVD SUITE SAA | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EXPERIENCE CAMPS | |||||||
| 136 MAIN STREET SUITE 206 | WESTPORT | CT | 06880 | NONE | PC | GENERAL SUPPORT | $5,000 |
| J S BRYANT SCHOOL | |||||||
| 254 LAFLASH ROAD | WINDSOR | MA | 01270 | NONE | PC | GENERAL SUPPORT | $4,000 |
| PLANNED PARENTHOOD | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL SUPPORT | $4,000 |
| THE 8 PROJECT | |||||||
| 4208 OVERLAND AVENUE | CULVER CITY | CA | 90230 | NONE | PC | GENERAL SUPPORT | $3,600 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE 703 | NEW YORK | NY | 10022 | NONE | PC | GENERAL SUPPORT | $3,000 |
| CHLA AMERMAN FDN DOG THERAPY | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | GENERAL SUPPORT | $3,000 |
| HEALTH COMMONS PROJECT | |||||||
| 4641 225TH AVE SE | SAMMAMISH | WA | 98075 | NONE | PC | GENERAL SUPPORT | $3,000 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 54879 | LOS ANGELES | CA | 90054 | NONE | PC | GENERAL SUPPORT | $1,800 |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 7TH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JDC | |||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GAZA CHILDREN'S VILLAGE | |||||||
| PO BOX 58171 | RALEIGH | NC | 27658 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ELEM | |||||||
| 35 JOURNAL SQUARE SUITE 531 | JERSEY CITY | NJ | 07306 | NONE | PC | GENERAL SUPPORT | $500 |
| SAVE A CHILD'S HEART | |||||||
| PO BOX 2006 | ROCKVILLE | MD | 20847 | NONE | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,676 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $14,636 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $480,942 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $531,254 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,254 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE PLATT REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10393 STRATHMORE DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,757 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | DONATED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $100,757 | FairMarketValueAmt |
| Received | 2025-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,429 | Amt |
| Net Investment Income | $2,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,214 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP GLOBAL MKTS | $39,690 | $39,690 |
| JPMORGAN CHASE FINL CO LLC | $53,250 | $53,250 |
| CITIGROUP GLOBAL MKTS | $50,955 | $50,955 |
| INVESCO EXCHANGE TRADED FD TR | $68,924 | $68,924 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON CORPORATION PLC | $72,939 | $72,939 |
| ABBVIE INC COM | $107,390 | $107,390 |
| AIR PRODUCTS AND CHEMICALS INC | $57,309 | $57,309 |
| ALPHABET INC CAP STK CL C | $16,631 | $16,631 |
| ALPHABET INC CAP STK CL A | $174,028 | $174,028 |
| AMAZON.COM INC | $110,794 | $110,794 |
| AMERICAN EXPRESS CO COM | $110,985 | $110,985 |
| AMGEN INC | $76,918 | $76,918 |
| APPLE INC | $138,649 | $138,649 |
| BERKSHIRE HATHAWAY INC COM | $92,488 | $92,488 |
| BLACKSTONE INC | $67,822 | $67,822 |
| DISNEY WALT CO COM | $70,537 | $70,537 |
| GE VERNOVA INC COM | $224,828 | $224,828 |
| GE AEROSPACE COM NEW | $95,489 | $95,489 |
| GOLDMAN SACHS GROUP INC COM | $123,060 | $123,060 |
| HONEYWELL INTERNATIONAL INC COM | $60,673 | $60,673 |
| JOHNSON &JOHNSON COM | $84,229 | $84,229 |
| KIMBERLY-CLARK CORP COM | $73,650 | $73,650 |
| METLIFE INC COM | $74,914 | $74,914 |
| MICROSOFT CORP | $130,577 | $130,577 |
| NVIDIA CORPORATION COM | $304,182 | $304,182 |
| ORACLE CORP | $84,786 | $84,786 |
| PALO AL TO NETWORKS INC COM | $81,048 | $81,048 |
| PROCTER AND GAMBLE CO COM | $44,139 | $44,139 |
| QUALCOMM INC | $66,196 | $66,196 |
| REPLIGEN CORP | $96,186 | $96,186 |
| SALESFORCE INC COM | $64,903 | $64,903 |
| SCHWAB CHARLES CORP COM | $80,627 | $80,627 |
| SERVICENOW INC COM | $52,851 | $52,851 |
| SNOWFLAKE INC. | $69,537 | $69,537 |
| THERMO FISHER SCIENTIFIC INC | $93,291 | $93,291 |
| LAMAR ADVERTISING CO COM | $86,834 | $86,834 |
| CREDO TECHNOLOGY GROUP HOLDING LTD COM | $11,943 | $11,943 |
| NVENT ELECTRIC PLC COM | $21,822 | $21,822 |
| VIKING HOLDINGS LTD | $20,566 | $20,566 |
| GARMIN LTD COM | $16,228 | $16,228 |
| CYBERARK SOFTWARE LTD COM | $18,288 | $18,288 |
| B00Z ALLEN HAMIL TON HLDG CORP | $8,858 | $8,858 |
| BROWN & BROWN INC | $11,716 | $11,716 |
| CASEYS GENERAL STORES INC | $17,687 | $17,687 |
| CAVA GROUP INC COM | $12,853 | $12,853 |
| CLOUDFLARE INC CL A COM | $18,926 | $18,926 |
| COOPER COS INC COM | $12,704 | $12,704 |
| CRANE COMPANY | $20,656 | $20,656 |
| CURTISS-WRIGHT CORP | $20,948 | $20,948 |
| DR HORTON INC COM | $11,522 | $11,522 |
| DATADOG INC CL A COM | $14,415 | $14,415 |
| DESCARTES SYS GROUP INC COM | $15,866 | $15,866 |
| DEXCOM INC | $6,371 | $6,371 |
| DYNATRACE INC | $14,519 | $14,519 |
| ENCOMPASS HEAL TH CORP | $15,815 | $15,815 |
| FAIR ISAAC CORP | $13,525 | $13,525 |
| FASTENAL | $14,367 | $14,367 |
| GUIDEWIRE SOFTWARE INC | $15,880 | $15,880 |
| HALOZVME THERAPEUTICS INC | $18,575 | $18,575 |
| HEICO CORP NEW COM | $17,150 | $17,150 |
| HOULIHAN LOKEY INC CL A | $16,025 | $16,025 |
| MONOLITHIC POWER SYSTEMS INC | $20,846 | $20,846 |
| OLLIE BARGAIN OUTLET HLDGS IN COM | $19,072 | $19,072 |
| PENUMBRA INC COM | $23,318 | $23,318 |
| PINTEREST INC CL A | $5,204 | $5,204 |
| PURE STORAGE INC CL A | $20,773 | $20,773 |
| RAYMOND JAMES FINL INC COM | $22,322 | $22,322 |
| SPROUTS FARMERS MARKET INC | $9,401 | $9,401 |
| STRIDE INC COM | $7,597 | $7,597 |
| TAPESTRY INC COM | $22,232 | $22,232 |
| TEXAS ROADHOUSE INC | $13,944 | $13,944 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $14,636 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,609 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $38,895 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $30,272 | Amt |
| Net Investment Income | $30,272 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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