MARVIN & SONDRA SMALLEY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN & SONDRA SMALLEY FAMILY FOUNDATION (EIN 95-2535589)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-30
- IRS object ID
- 202342429349100764
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-30T14:07:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITH-SMITH & ARCHIBALD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6355 TOPANGA CANYON BLVDSTE 400 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952535589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marvin and Sondra Smalley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SONDRA SMALLEY | InCareOfNm |
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 3104401133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 963 Stone Canyon Road | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONDRA SMALLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104401133 | PhoneNum |
| Signature | 2023-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SONDRA | PersonFirstNm |
| Person Last | SMALLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ARCHIBALD CPA | PreparerPersonNm |
| PTIN | P00370997 | PTIN |
| Phone | 8187741500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $2,743,952 | 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 |
| Dividends Rev And Expnss | $33,231 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $202,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $328,162 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,276 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,117 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $237,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,276 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,755 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,416 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $33,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $421,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $421,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $455,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,802 | CashBOYAmt |
| Cash EOY | $32,864 | CashEOYAmt |
| Cash EOYFMV | $32,864 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $403,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,293 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $26,996 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $588,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $659,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,511,897 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,547 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $51,315 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,898 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $18,270 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,111,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $894,313 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,743,952 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,111,693 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $894,313 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,111,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $894,313 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,111,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $894,313 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,111,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $894,313 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $894,313 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,276 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,456 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,456 | SubtotalAmt |
| Tax Based On Investment Income | $2,456 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,404 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,404 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,948 | OverpaymentAmt |
| Applied To ES Tax | $2,456 | AppliedToESTaxAmt |
| Refund | $2,492 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | SONDRA SMALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104401133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 963 STONE CANYON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Sondra Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | President | 1.0 | $0 | $0 | $0 |
| Debra Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Secretary/CFO | 1.0 | $0 | $0 | $0 |
| Jeffrey Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Trustee | 0 | $0 | $0 | $0 |
| Scott Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Trustee | 0 | $0 | $0 | $0 |
| Lori Smalley Schwartz | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Trustee | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE FOUNDATION IS TO DISTRIBUTE TO QUALIFIED CHARITIES TO CARRY ON THEIR ACTIVITIES. | Description1Txt |
| Expenses1 | $421,025 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,698,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,983 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,110,375 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,110,375 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,048,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,456 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,456 | TotalTaxAmt |
| Distributable Before Adj | $199,980 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $199,980 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $199,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $421,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $116,221 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $372,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $443,596 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $390,546 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,520,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $199,980 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,045 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,741,700 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $116,221 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,625,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,475 | ExcessFromYear4Amt |
| Excess From Year3 | $372,817 | ExcessFromYear3Amt |
| Excess From Year2 | $443,596 | ExcessFromYear2Amt |
| Excess From Year1 | $390,546 | ExcessFromYear1Amt |
| Excess From Current Year | $221,045 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Music Center | |||||||
| 135 N Grand Ave | Los Angeles | CA | 90012 | none | PC | General | $1,000 |
| Miracle Project | |||||||
| 5870 W Olympic Blvd | Los Angeles | CA | 90036 | none | PC | General | $1,500 |
| Jewish Community Foundation | |||||||
| 6505 Wilshire Blvd 1200 | Los Angeles | CA | 90048 | none | PC | General | $60,000 |
| Children's Hospital | |||||||
| 4650 Sunset Blvd | LOS ANGELES | CA | 90027 | none | PC | General | $45,000 |
| Mothers 2 Mothers | |||||||
| 7441 Sunset Blvd 205 | LOS ANGELES | CA | 90046 | none | PC | General | $3,000 |
| Adat Ari El | |||||||
| 12020 Burbank Blvd | Valley Village | CA | 91607 | none | PC | General | $5,300 |
| American Jewish University | |||||||
| 15600 Mulholland Dr | Los Angeles | CA | 90077 | none | PC | General | $7,775 |
| Beit T'Shuvah | |||||||
| 8831 Venice Blvd | LOS ANGELES | CA | 90034 | none | PC | General | $3,000 |
| Cedars Sinai Medical Center | |||||||
| 8700 Beverly Blvd 2900A | LOS ANGELES | CA | 90048 | none | PC | General | $2,000 |
| Holocaust Museum | |||||||
| 100 The Grove Dr | Los Angeles | CA | 90036 | none | PC | General | $25,000 |
| Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | none | PC | General | $56,200 |
| Los Angeles Jewish Home | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | none | PC | General | $105,000 |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | none | general | $100,000 | |
| PARKINSON'S RESEARCH FUND | |||||||
| 10889 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90024 | NONE | GENERAL | $200 | |
| JEWISH CENTER FOR JUSTICE | |||||||
| 11960 Sunset Blvd | LOS ANGELES | CA | 90049 | NONE | GENERAL | $1,500 | |
| KEEP BEL-AIR BEAUTIFUL | |||||||
| 100 BEL AIR ROAD | LOS ANGELES | CA | 90077 | NONE | GENERAL | $200 | |
| LOS ANGELES FIREMEN FOUNDATION | |||||||
| 1700 STADIUM WAY 100 | LOS ANGELES | CA | 90012 | NONE | GENERAL | $500 | |
| FROM THE HEART PRODUCTIONS | |||||||
| 1013 HARBOR BLVD 53 | OXNARD | CA | 93035 | NONE | GENERAL | $2,000 | |
| FRIENDS OF LARC | |||||||
| 10560 Wilshire Blvd Apt 1403 | LOS ANGELES | CA | 90024 | NONE | GENERAL | $300 | |
| HILLCREST COUNTRY CLUB CHARITABLE | |||||||
| 10000 W Pico Blvd | Los Angeles | CA | 90064 | none | general | $1,000 | |
| CEDARS SINAI | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | none | general | $350 | |
| FACING HISTORY & OURSELVES | |||||||
| 89 SOUTH STREET STE 401 | BOSTON | MA | 02111 | none | general | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $421,025 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Unrelated Business Taxbl Incm | $2,117 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,117 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $235,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,624 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - ACCOUNTING | CategoryTxt |
| Amt | $10,800 | Amt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $51,315 | EOYBookValueAmt |
| EOYFMV | $48,898 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $659,841 | EOYBookValueAmt |
| EOYFMV | $2,511,897 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATE OF DEPOSIT | Desc |
| BOY Book Value | $18,270 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $2,117 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL TAX | $8,316 |
| STATE TAX | $100 |