BINDER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BINDER FOUNDATION (EIN 95-4635806)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349106401
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock 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 | 2023-11-14T19:04:17-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 1600 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954635806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BINDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GELFAND RENNERT & FELDMAN L | InCareOfNm |
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 3104738440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 969 BUCKINGHAM PLACE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911052205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON BINDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104738440 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GORDON | PersonFirstNm |
| Person Last | BINDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeweline Sumilang | PreparerPersonNm |
| PTIN | P01204350 | PTIN |
| Phone | 3105531707 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,866,922 | 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 | $40,138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $328,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $328,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $961,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,380,659 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $961,071 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,329,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,329,546 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,707 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,707 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $33,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,026 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,960,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,960,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,089,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,960,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,760,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,199,613 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $392,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $504,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $504,320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,213,268 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,435,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,041,300 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $489,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $397,062 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $313,771 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8,583 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,104,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,343,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,866,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,104,371 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,343,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,104,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,343,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,104,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,343,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,104,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,760,387 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,343,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,343,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,322,358 | $6,419,588 | $902,770 | $902,770 | |
| CAPITAL GAIN DIVIDENDS | $58,301 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $961,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,675 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,675 | SubtotalAmt |
| Tax Based On Investment Income | $16,675 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,325 | OverpaymentAmt |
| Applied To ES Tax | $23,325 | 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 | GELFAND RENNERT & FELDMAN LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105531707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 1600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GORDON BINDER | ||||||||
| 969 BUCKINGHAM PLACE | PASADENA | CA | 911052205 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ADELE BINDER | ||||||||
| 969 BUCKINGHAM PLACE | PASADENA | CA | 911052205 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,318,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,378 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,517,460 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,517,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $307,762 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,209,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,010,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,010,485 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,675 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,675 | TotalTaxAmt |
| Distributable Before Adj | $993,810 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $993,810 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $993,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,960,000 | 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 | $3,960,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $993,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $13,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,703 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $20,933 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,960,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $993,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,966,190 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,987,123 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,987,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,230 | ExcessFromYear3Amt |
| Excess From Year2 | $7,703 | ExcessFromYear2Amt |
| Excess From Current Year | $2,966,190 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON BINDER | ContributingManagerNm |
| Contributing Manager | ADELE BINDER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARLTHORP SCHOOL | ||||||||
| 438 SAN VICENTE BLVD | SANTA MONICA | CA | 90402 | NONE | PC | DONATION | $30,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PC | DONATION | $121,000 | |
| VILLAGE SCHOOL | ||||||||
| 780 SWARTHMORE AVENUE | PACIFIC PALISADES | CA | 902724355 | NONE | PC | DONATION | $30,000 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PC | DONATION | $15,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET | BOSTON | MA | 021141101 | NONE | PC | DONATION | $40,000 | SUITE 540 |
| DEXTER SOUTHFIELD | ||||||||
| 20 NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PC | DONATION | $40,000 | |
| LA'S BEST | ||||||||
| 200 NORTH SPRING STREET | LOS ANGELES | CA | 90012 | NONE | PC | DONATION | $25,000 | SUITE M-120 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | DONATION | $250,000 | BUILDING NE49-4000 |
| UCLA | ||||||||
| 10889 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | DONATION | $50,000 | SUITE 1000 |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | DONATION | $50,000 | |
| KEHILLAT ISRAEL | ||||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PC | DONATION | $2,500 | |
| PALI RIPTIDE | ||||||||
| 1111 FISKE ST | PACIFIC PALISADES | CA | 90272 | NONE | PC | DONATION | $7,900 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 2115 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | NONE | PC | DONATION | $48,600 | SUITE 500 |
| MAX WARBURG COURAGE CURRICULUM | ||||||||
| 263 HUNTINGTON AVENUE 366 | BOSTON | MA | 02115 | NONE | PC | CASH | $5,000 | |
| HARVARD MEDICAL SCHOOL | ||||||||
| PO BOX 419720 | BOSTON | MA | 022419720 | NONE | PC | CASH | $10,000 | |
| PALI COMMUNITY CENTER COMMITTEE | ||||||||
| 11030 SANTA MONICA BLVD SUITE 203 | LOS ANGELES | CA | 90025 | NONE | PC | CASH | $2,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PC | CASH | $2,500 | |
| VASCULAR BIRTHMARKS FOUNDATION | ||||||||
| PO BOX 106 | LATHAM | NY | 12110 | NONE | PC | CASH | $2,500 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PC | CASH | $3,000,000 | |
| CAYTON'S CHILDREN'S MUSEUM | ||||||||
| 395 SANTA MONICA PLACE 374 | SANTA MONICA | CA | 90401 | NONE | PC | CASH | $2,500 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CASH | $50,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | NONE | PC | CASH | $60,000 | |
| THE HOOVER INSTITUTION | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | NONE | PC | CASH | $10,000 | |
| CRADLES TO CRAYONS | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTON | MA | 02460 | NONE | PC | CASH | $25,000 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | NONE | PC | CASH | $75,000 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CASH | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,960,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $328,332 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $961,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,329,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,329,546 | 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 | GELFAND RENNERT AND FELDMAN | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $24,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W74104-00-3 | $150,500 | $126,272 |
| MORGAN STANLEY SMITH BARNEY | $246,562 | $187,499 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W71404-00-3 | $4,073,862 | $6,286,265 |
| JP MORGAN A/C# A75940-00-6 | $9,398,910 | $10,884,283 |
| MORGAN STANLEY SMITH BARNEY | $962,299 | $870,752 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSACTIONS IN TRANSIT | Desc |
| BOY Book Value | $8,583 | BOYBookValueAmt |
| EOY Book Value | $7,531 | EOYBookValueAmt |
| EOYFMV | $7,531 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AG'S REGISTRY OF CHAR TRUSTS | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC SECURITIES LIT DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $72,707 | Amt |
| Net Investment Income | $72,707 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $4,686 | $4,686 |
| INTERNAL REVENUE SERVICE | $28,340 | $28,340 |