DOUGLAS CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS CHARITABLE FOUNDATION (EIN 95-6096827)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-11
- IRS object ID
- 202602549349100005
- 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
- Amortization Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-11T10:32:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD SUITE 1100 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 956096827 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 3102745294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 EL CAMINO DRIVE 209 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD ROSENSTEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3102745294 | PhoneNum |
| Signature | 2026-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIOR TEMKIN | PreparerPersonNm |
| PTIN | P00748170 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2026-09-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $166,570,951 | 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 | $3,039,517 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77,490 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,490 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,684,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,684,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,114,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,068,878 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,114,978 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,506 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,003,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,876,724 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $125,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $112,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,095 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,855 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,908 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,954 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,954 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $510,466 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $417,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,655 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,646 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,049 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $31,900 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,900 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,556 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,556 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $139,417 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,014,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $512,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $383,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,123,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,123,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,138,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $512,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,507,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,865,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,364,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,734 | CashBOYAmt |
| Cash EOY | $1,039,498 | CashEOYAmt |
| Cash EOYFMV | $1,039,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,898,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,351,613 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,351,613 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $116,240,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,751,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $161,185,196 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $118,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $118,717 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $73,886 | OtherAssetsBOYAmt |
| Other Assets EOY | $994,644 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $994,644 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $118,271,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,136,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,570,951 | 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 | $118,271,319 | RetainedEarningBOYAmt |
| Retained Earning EOY | $121,136,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,271,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,136,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,271,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,136,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,271,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,865,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $121,136,935 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $121,136,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY | PropertyDesc |
| Acquired | 2024-12-31 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $18,068,878 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,953,900 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,114,978 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,114,978 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,114,978 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,468 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,468 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $64,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,032 | OverpaymentAmt |
| Applied To ES Tax | $23,032 | 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 | DOUGLASFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102745294 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 EL CAMINO DRIVE 209 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ANITA MAY ROSENSTEIN | ||||||||
| 141 EL CAMINO DRIVE SUITE 209 | BEVERLY HILLS | CA | 90212 | TRUSTEE AND PRESIDENT | 0.25 | $0 | $0 | $0 |
| STUART KORSHAK | ||||||||
| 141 EL CAMINO DRIVE SUITE 209 | BEVERLY HILLS | CA | 90212 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JAMES GREENBAUM | ||||||||
| 141 EL CAMINO DRIVE SUITE 209 | BEVERLY HILLS | CA | 90212 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ARNOLD ROSENSTEIN | ||||||||
| 141 EL CAMINO DRIVE SUITE 209 | BEVERLY HILLS | CA | 90212 | TRUSTEE AND TREASURER | 0.25 | $0 | $0 | $0 |
| MICHAEL DOUGLAS | ||||||||
| 141 EL CAMINO DRIVE SUITE 209 | BEVERLY HILLS | CA | 90212 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DYLAN DOUGLAS | ||||||||
| 141 EL CAMINO DRIVE SUITE 209 | BEVERLY HILLS | CA | 90212 | TRUSTEE | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY S MOREY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 EL CAMINO DRIVE 209 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $125,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAYEZ SAROFIM & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 FANNIN ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT COUNSELING | ServiceTypeTxt |
| Compensation | $413,516 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $157,075,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,628,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,703,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,703,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,410,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,293,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,914,669 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,914,669 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,468 | TotalTaxAmt |
| Distributable Before Adj | $7,826,201 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,826,201 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,826,201 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,507,293 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,507,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,826,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,910,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $322,779 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $8,233,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,507,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,507,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,318,908 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,318,908 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,914,760 | 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 | $6,591,981 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $322,779 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $322,779 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | PC | GENERAL | $2,000,000 | |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DR | CANTON | NY | 13617 | PC | GENERAL | $667,000 | |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE ST NO 13 | LOS ANGELES | CA | 90012 | PC | GENERAL | $500,000 | |
| MOTION PICTURE & TELEVISION FUND | |||||||
| 23388 MULHOLLAND DRIVE MAIL STOP | WOODLAND HILLS | CA | 913642792 | PC | GENERAL | $500,000 | 218 |
| SINAI TEMPLE | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NC | GENERAL | $500,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1111 FRANKLIN ST12TH FLOOR | OAKLAND | CA | 94607 | PC | GENERAL | $300,000 | |
| HABITAT FOR HUMANITY GREATER LOS ANGELES | |||||||
| 8739 ARTESIA BLVD | BELLFLOWER | CA | 90706 | PC | GENERAL | $300,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | PC | GENERAL | $275,000 | |
| THE ANNE DOUGLAS CENTER - LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GENERAL | $251,832 | |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | GENERAL | $125,000 | |
| JEWISH FAMILY SERVICES LOS ANGELES | |||||||
| 330 NFAIRFAX AVENUE | LOS ANGLES | CA | 90036 | PC | GENERAL | $100,000 | |
| GUIDE DOGS OF THE DESERT | |||||||
| 60735 DILLON ROAD | WHITEWATER | CA | 92282 | PC | GENERAL | $100,000 | |
| LACER AFTERSCHOOL PROGRAMS | |||||||
| 1277 WILCOX AVE 2 | LOS ANGELES | CA | 90038 | PC | GENERAL | $100,000 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL | $100,000 | |
| NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | |||||||
| 1104 E CHEVY CHASE DRIVE | GLENDALE | CA | 91205 | PC | GENERAL | $100,000 | |
| DEAF WEST THEATRE | |||||||
| 5112 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91601 | PC | GENERAL | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 SOUTH OLIVE STREET 25TH FLOOR | LOS ANGLES | CA | 90015 | PC | GENERAL | $50,000 | |
| THE INTERNATIONAL CITY THEATRE | |||||||
| 330 E SEASIDE WAY | LONG BEACH | CA | 90802 | PC | GENERAL | $30,000 | |
| CONCORDIA PLACE | |||||||
| 3300 N WHIPPLE ST | CHICAGO | IL | 60618 | PC | GENERAL | $25,000 | |
| ST JOHN'S COMMUNITY HEALTH | |||||||
| 808 W 58TH STREET | LOS ANGLES | CA | 90037 | PC | GENERAL | $25,000 | |
| HANDS TOGETHER - A CENTER FOR CHILDREN | |||||||
| 201 CIVIC CENTER DR E | SANTA ANA | CA | 92701 | PC | GENERAL | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,123,832 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,490 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,684,256 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $87,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,114,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,964,230 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,964,230 | 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 | KIRK DOUGLAS AND ANNE DOUGLAS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 EL CAMINO DRIVE SUITE 209 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,039,517 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100% OF INTEREST IN BRYNA COMPANY LLC | NoncashPropertyDesc |
| Fair Market Value | $3,039,517 | FairMarketValueAmt |
| Received | 2025-01-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,908 | Amt |
| Net Investment Income | $23,954 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,954 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (15 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Current Year AmortizationCurrentYearAmortizationAmt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt |
|---|---|---|---|---|---|---|---|
| WEBSITE | 2013-09-09 | $900 | $680 | 180.000000000000 | $60 | $0 | $740 |
| WEBSITE | 2013-10-09 | $1,800 | $1,350 | 180.000000000000 | $120 | $0 | $1,470 |
| TRADEMARK | 2013-10-24 | $1,775 | $1,318 | 180.000000000000 | $118 | $0 | $1,436 |
| WEBSITE | 2013-11-12 | $3,012 | $2,244 | 180.000000000000 | $201 | $0 | $2,445 |
| WEBSITE | 2015-09-02 | $638 | $401 | 180.000000000000 | $43 | $0 | $444 |
| TRADEMARK | 2015-11-18 | $2,276 | $1,381 | 180.000000000000 | $152 | $0 | $1,533 |
| TRADEMARK | 2016-04-07 | $7,793 | $4,550 | 180.000000000000 | $520 | $0 | $5,070 |
| WEBSITE | 2019-02-21 | $1,250 | $1,250 | 36.000000000000 | $0 | $1,250 | |
| TRADEMARK | 2021-08-17 | $24,555 | $5,457 | 180.000000000000 | $1,637 | $0 | $7,094 |
| TRADEMARK | 2022-05-26 | $2,900 | $499 | 180.000000000000 | $193 | $0 | $692 |
| WEBSITE | 2022-10-25 | $7,600 | $5,488 | 36.000000000000 | $2,112 | $0 | $7,600 |
| WEBSITE | 2022-12-15 | $5,833 | $4,050 | 36.000000000000 | $1,783 | $0 | $5,833 |
| WEBSITE | 2022-12-31 | $30,000 | $20,000 | 36.000000000000 | $10,000 | $0 | $30,000 |
| WEBSITE | 2023-02-17 | $100,000 | $61,111 | 36.000000000000 | $33,333 | $0 | $94,444 |
| TRADEMARK | 2023-04-27 | $1,050 | $117 | 180.000000000000 | $70 | $0 | $187 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PENALTY WAIVER REQUEST | IdentifierTxt |
| Form And Line Reference | FORM 2220 | FormAndLineReferenceDesc |
| Medium Explanation | REQUEST FOR WAIVER OF ESTIMATED TAX PENALTY: THE TAXPAYER IS IN THE CALIFORNIA FEDERALLY DECLARED DISASTER AREA. THE FEMA DECLARATION AND IRS ANNOUNCEMENT EXTENDED THE ESTIMATED TAX PAYMENTS TO OCTOBER 15, 2025.THE FOUNDATION RESPECTFULLY REQUESTS A WAIVER OF THE ESTIMATED TAX UNDERPAYMENT PENALTY UNDER FEMA DISASTER RELIEF CODES FOR CALIFORNIA: FEMA-4856-DR. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $115,751,180 | EOYBookValueAmt |
| EOYFMV | $161,185,196 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,950 | LegalFeesAmt |
| Net Investment Income | $2,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,855 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED AMORTIZATION | -$109,896 | -$164,747 | -$164,747 |
| INTANGIBLE ASSETS | $183,782 | $188,290 | $188,290 |
| GOODWILL | $0 | $971,101 | $971,101 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $71,675 | $7,168 | $64,508 |
| OFFICE EXPENSES | $4,425 | $443 | $3,982 |
| COMPUTER & INTERNET EXPENSEE | $4,731 | $473 | $4,258 |
| STORAGE | $8,244 | $0 | $8,244 |
| AMORTIZATION | $50,342 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - ROYALTIES | Desc |
| Revenue And Expenses Per Books | $87,506 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $87,506 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSELING | $413,516 | $413,516 | $0 |
| CONSULTING FEES | $54,000 | $0 | $54,000 |
| PROFESSIONAL FEES | $42,950 | $4,295 | $38,655 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,675 | $967 | $8,707 |
| FOREIGN TAXES PAID | $46,679 | $46,679 | $0 |
| US TREASURY | $62,406 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $200 | $0 | $0 |
| STATE TAXES | $5,800 | $0 | $0 |
| LICENSES | $342 | $0 | $342 |
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