LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-25
- IRS object ID
- 202402079349100815
- Schema version
- 2023v5.1
- 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
- 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 | 2024-07-25T10:58:05-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 883824543 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gerber & Co LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 Century Park E Ste 200 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201380310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND MAURY FRIEDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 8188653000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29480 BERTRAND DRIVE | AddressLine1Txt |
| City | AGOURA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FRIEDMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LISA | PersonFirstNm |
| Person Last | FRIEDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Moshe Y Graber | PreparerPersonNm |
| PTIN | P00653955 | PTIN |
| Phone | 3105521600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $252,164 | 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 | $103 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,086 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,966 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,263 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,586 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,263 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $199 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,311 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,311 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,785 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,831 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,831 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,785 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,478 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,539 | CashBOYAmt |
| Cash EOY | $1,540 | CashEOYAmt |
| Cash EOYFMV | $1,540 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,941 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,941 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $340,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $246,802 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $247,508 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,330 | OtherAssetsBOYAmt |
| Other Assets EOY | $175 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $367,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $251,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,164 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $367,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $251,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $367,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $251,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $367,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $251,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $367,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,118 | ExcessRevenueOverExpensesAmt |
| Subtotal | $251,458 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $251,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BERNSTEIN - 17654 | P | 2023-01-01 | 2023-12-31 | $17,159 | $16,145 | $1,014 | $1,014 |
| BERNSTEIN - 17654 | P | 2022-01-01 | 2023-12-31 | $127,350 | $117,437 | $9,913 | $9,913 |
| BERNSTEIN - 17654 | P | 2023-01-01 | 2023-01-18 | $39 | $39 | $39 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $118 | SubtotalAmt |
| Tax Based On Investment Income | $118 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $382 | OverpaymentAmt |
| Applied To ES Tax | $382 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA FRIEDMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189917914 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29480 BERTRAND DRIVE | AddressLine1Txt |
| City | AGOURA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| LISA FRIEDMAN | ||||||
| 29480 BERTRAND DRIVE | AGOURA HILLS | CA | 91301 | President | 5.00 | $0 |
| MAURY FRIEDMAN | ||||||
| 29480 BERTRAND DRIVE | AGOURA HILLS | CA | 91301 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $300,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $305,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $305,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $300,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118 | TotalTaxAmt |
| Distributable Before Adj | $14,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,925 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,699 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $124,699 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,925 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $95,199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $117,976 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $403,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,699 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,774 | RemainingDistriFromCorpusAmt |
| Total Corpus | $513,178 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,199 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $417,979 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $117,976 | ExcessFromYear4Amt |
| Excess From Year3 | $66,866 | ExcessFromYear3Amt |
| Excess From Year2 | $57,378 | ExcessFromYear2Amt |
| Excess From Year1 | $65,985 | ExcessFromYear1Amt |
| Excess From Current Year | $109,774 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA AND MAURY FRIEDMAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29480 BERTRAND DRIVE | AddressLine1Txt |
| City | AGOURA HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8188653000 | RecipientPhoneNum |
| Recipient Email Address | LISA@FRIEDMANFOUNDATION.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE TO BE SUBMITTED BY EMAIL TO LISA@FRIEDMANFOUNDATION.NETINFORMATION TO BE SUBMITTED IS TO FOLLOW THE SPECIFIC INSTRUCTIONS AND FORM AS PROVIDED ON THE ORGANIZATION'S WEBSITE. THIS IS TO INCLUDE DETAILED INFORMATION IN THE COVER SHEET, BACKGROUND OF THE ORGANIZATION, FUNDING REQUEST WITH PROJECT DESCRIPTION, EVALUATION, AND OTHER SPECIFIC ATTACHMENTS AS LISTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL AWARDS ARE AT THE SOLE DISCRETION OF THE FOUNDATION BOARD. APPLICANTS MUST BE CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, AND AS PUBLIC CHARITIES UNDER SECTION 509(A)OF THAT CODE.GRANTS WILL BE CONSIDERED FOR PROJECTS IN THE RANGE OF $1,000-$10,000. THE FOUNDATION DOES NOT FUND INDIVIDUALS, CAPITAL CAMPAIGNS, DEBT REDUCTION OR ANNUAL FUND DRIVES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish National Fund | |||||||||||
| 19231 Victory Blvd | Reseda | CA | 91335 | N/A | PC | General & Unrestricted | $100 | ||||
| Chabad of the Conejo | |||||||||||
| 30347 Canwood Street | Agoura Hills | CA | 91301 | N/A | PC | General & Unrestricted | $360 | ||||
| LUPITA PROJECT | |||||||||||
| 3601 Cody ROAD | SHERMAN OAKS | CA | 91403 | N/A | PC | General & Unrestricted | $1,500 | ||||
| National MS Society | |||||||||||
| 5150 Goldleaf Cir | LOS ANGELES | CA | 90056 | N/A | PC | General & Unrestricted | $106 | ||||
| Shalom Institute Camp and Conferenc | |||||||||||
| 32342 MULHOLLAND HWY | MALIBU | CA | 90265 | N/A | PC | Sustainability Projects | $5,000 | ||||
| Community Partners | |||||||||||
| PO Box 741265 | Los Angeles | CA | 90047 | N/A | PC | NEWGROUND | $7,650 | ||||
| Liberty Hill Foundation | |||||||||||
| 1001 Wilshire Blvd PMB 2170 | Los Angeles | CA | 90017 | N/A | PC | General & Unrestricted | $5,000 | ||||
| HAZON | |||||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | N/A | PC | General & Unrestricted | $725 | ||||
| IKAR | |||||||||||
| 1737 S La Cienega Blvd | LOS ANGELES | CA | 90035 | N/A | PC | General & UnrestrictedSpeakers programBuilding Fund PARTY WITH A PURPOSE | $45,939 | ||||
| PROJECT REGENERATION | |||||||||||
| 35 Evelyn Ave | Mill Valley | CA | 94941 | N/A | PC | General & Unrestricted | $451 | ||||
| Social Good Fund | |||||||||||
| 475 Riverside Drive Suite 1800 | New York | NY | 10115 | N/A | PC | Dayenu | $2,000 | ||||
| Children's Hospital | |||||||||||
| 4650 Sunset Blvd 29 | LOS ANGELES | CA | 90027 | N/A | PC | General & Unrestricted | $50 | ||||
| Friends of Alyn Hospital | |||||||||||
| 122 E 42nd St 1519 | New York | NY | 10168 | N/A | PC | General & Unrestricted | $250 | ||||
| HopeHealth Hospice Center | |||||||||||
| 1085 N Main St | Providence | RI | 02904 | N/A | PC | General & Unrestricted | $50 | ||||
| J Street | |||||||||||
| PO Box 66073 | Washington | DC | 20035 | N/A | PC | General & Unrestricted | $250 | ||||
| J Give | |||||||||||
| N/A | PC | Jerusalem Green Fund | $28,900 | 24 Hebron Rd JVP Media Quarter | Jerusalem | IS | 91087 | ||||
| Tides Center | |||||||||||
| 522 Valencia Street Ste 2 | San Francisco | CA | 94110 | N/A | PC | Catalyst Project | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,831 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,086 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,263 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID CREDIT CARD | Desc |
| BOY Book Value | $175 | BOYBookValueAmt |
| EOY Book Value | $175 | EOYBookValueAmt |
| EOYFMV | $175 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $108 | $108 |
| DUES & SUBSCRIPTIONS | $2,579 | $2,579 |
| LICENSES & PERMITS | $156 | $156 |
| OFFICE EXPENSES | $1,384 | $1,384 |
| POSTAGE & DELIVERY | $67 | $67 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING & ADMINISTRATION | $18,526 | $9,263 | $0 | $9,263 |
| INVESTMENT MANAGEMENT FEES | $1,323 | $1,323 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $199 | Amt |
| Net Investment Income | $199 | NetInvestmentIncomeAmt |