THE CAROLE AND MIKE MILLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE CAROLE AND MIKE MILLER FOUNDATION (EIN 91-2166204)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349103819
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T16:37:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 WILSHIRE BLVD STE 4950 | 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 | 912166204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLE AND MIKE MILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3102780004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BLVD 2002 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE MILLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102780004 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT HENN | PreparerPersonNm |
| PTIN | P02045796 | PTIN |
| Phone | 3108439700 | PhoneNum |
| Preparation | 2026-05-11 | 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 | $808,906 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,781 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,114 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $377,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,114 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,751 | 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 |
| Other Prof Fees Rev And Expnss | $2,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,849 | CashBOYAmt |
| Cash EOY | $8,622 | CashEOYAmt |
| Cash EOYFMV | $8,622 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,377 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,377 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $640,247 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $742,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $792,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $702,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $758,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $808,906 | 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 | $702,177 | RetainedEarningBOYAmt |
| Retained Earning EOY | $758,883 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $702,177 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $758,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $702,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $758,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $702,177 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,519 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,187 | OtherIncreasesAmt |
| Subtotal | $758,883 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $758,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CNR FIXED INCOME OPPORT CL N 1236 | P | $80,041 | $96,349 | -$16,308 | -$16,308 |
| CNR US CORE EQUITY FD SERV #2665 | P | $281,678 | $193,010 | $88,668 | $88,668 |
| FED HER OPP HIGH YIELD BD-IN | P | $6,995 | $6,788 | $207 | $207 |
| PIMCO INCOME FUND INSTL 1821 | P | $5,572 | $5,297 | $275 | $275 |
| VANGUARD REAL ESTATE ETF | P | $131 | $131 | $131 | |
| AB DISCOVERY GROWTH FUND | P | $3,032 | $3,032 | $3,032 | |
| AB SMALL CAP CORE PORTFOLIO | P | $109 | $109 | $109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,114 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,307 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,307 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $1,337 | TaxDueAmt |
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 | CAROLE MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3102780004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10380 WILSHIRE BLVD 2002 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLE R MILLER | ||||||||
| 10380 WILSHIRE BLVD SUITE 2002 | LOS ANGELES | CA | 90024 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RANDY GOLD | ||||||||
| 10380 WILSHIRE BLVD SUITE 2002 | LOS ANGELES | CA | 90024 | CFO/SECRETARY | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $687,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,969 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $798,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $798,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $786,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,307 | TotalTaxAmt |
| Distributable Before Adj | $38,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,330 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,256 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $136,573 | 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 | $10,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $125,580 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,330 | ExcessFromYear4Amt |
| Excess From Year3 | $22,371 | ExcessFromYear3Amt |
| Excess From Year2 | $38,256 | ExcessFromYear2Amt |
| Excess From Year1 | $14,859 | ExcessFromYear1Amt |
| Excess From Current Year | $10,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLE R MILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULLHOLLAND DRIVE | LOS ANGELES | CA | 90077 | NONE | PC | CHARITABLE | $500 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE | $4,300 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PC | CHARITABLE | $500 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY HILLS | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE | $2,000 |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | CHARITABLE | $2,500 |
| CONCERN FOUNDATION | |||||||
| PO BOX 404 | BARTLESVILLE | OK | 74005 | NONE | PC | CHARITABLE | $1,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | CHARITABLE | $500 |
| GEFFEN PLAYHOUSE | |||||||
| 10886 LE CONTE AVENUE | LOS ANGELES | CA | 90024 | NONE | PC | CHARITABLE | $5,000 |
| JEWISH FEDERATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE | $25,000 |
| JEWS UNITED FOR DEMOCRACY & JUSTICE | |||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | NONE | PC | CHARITABLE | $1,000 |
| LARK | |||||||
| 6838 E STATE ST FL 2 | ROCKFORD | IL | 61108 | NONE | PC | CHARITABLE | $500 |
| LA REGIONAL FOODBANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | PC | CHARITABLE | $500 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST ST SUITE 800 | MIAMI | FL | 33131 | NONE | PC | CHARITABLE | $1,000 |
| PBS SOCALKCET | |||||||
| 3080 BRISTOL ST SUITE 100 | COSTA MESA | CA | 92626 | NONE | PC | CHARITABLE | $2,500 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | NONE | PC | CHARITABLE | $500 |
| WALLIS ANNENBERG CENTER PERFORMING ARTS | |||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | CHARITABLE | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,800 | 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 | $4,781 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,856 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,114 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,751 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 888-D5605 FIXED INCOME | AT COST | $379,906 | $381,753 |
| 888-D5605 STRATEGIC EQUITIES | AT COST | $362,978 | $411,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNITED STATES TREASURY | $631 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET PRICE APPRECIATION | Desc |
| Amt | $12,187 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,751 | Amt |
| Net Investment Income | $2,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |