WILLIAM & ANNA TENENBLATT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM & ANNA TENENBLATT FOUNDATION INC (EIN 95-4774270)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-01
- IRS object ID
- 202333059349101568
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-01T17:19:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953661421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOBUL PRIMES & SCHENKEL CPAS APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12100 WILSHIRE BLVD SUITE 1150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | 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 | 954774270 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM & ANNA TENENBLATT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3232322061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 SOUTH BROADWAY PLACE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA TENENBLATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3232322061 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNA | PersonFirstNm |
| Person Last | TENENBLATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER D MORRIS | PreparerPersonNm |
| PTIN | P00076336 | PTIN |
| Phone | 3108262060 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $6,438,155 | 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 | $1,079,637 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $120,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,588 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,314,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,661 | 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 |
| Legal Fees Rev And Expnss | $863 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,970 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,970 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $743,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $743,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $804,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $743,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $509,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,476 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,556 | CashBOYAmt |
| Cash EOY | $525,959 | CashEOYAmt |
| Cash EOYFMV | $525,959 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $442,204 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,818 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,970,316 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,323,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,699,571 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,475,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,459,779 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,497,807 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,524,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,023,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,438,155 | 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 | $5,524,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,023,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,524,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,023,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,524,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,023,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,524,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $509,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,034,411 | SubtotalAmt |
| Other Decreases | $10,760 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,023,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (168 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ACTIVISION BLIZZARD INC | P | 2021-11-05 | 2022-02-10 | $10,020 | $8,265 | $1,755 | $1,755 |
| ACTIVISION BLIZZARD INC | P | 2021-11-05 | 2022-02-11 | $15,964 | $13,171 | $2,793 | $2,793 |
| ADIDAS AG AGR | P | 2022-03-11 | 2022-10-21 | $13,727 | $30,292 | -$16,565 | -$16,565 |
| AMERICAN ELEC. PWR. | P | 2022-02-10 | 2022-05-19 | $5,018 | $4,489 | $529 | $529 |
| CONSTELLATION BRANDS INC. | P | 2021-11-08 | 2022-08-09 | $2,411 | $2,209 | $202 | $202 |
| GAP INC | P | 2021-08-12 | 2022-03-10 | $9,892 | $20,710 | -$10,818 | -$10,818 |
| GAP INC | P | 2021-10-29 | 2022-03-10 | $1,953 | $3,084 | -$1,131 | -$1,131 |
| GAP INC | P | 2021-11-24 | 2022-03-10 | $4,547 | $5,826 | -$1,279 | -$1,279 |
| KKR & CO INC | P | 2022-05-09 | 2022-12-02 | $8,387 | $8,179 | $208 | $208 |
| ONEOK INC | P | 2022-06-13 | 2022-09-19 | $8,256 | $8,409 | -$153 | -$153 |
| PENN ENTERTAINMENT | P | 2021-11-04 | 2022-06-17 | $3,605 | $7,751 | -$4,146 | -$4,146 |
| PENN ENTERTAINMENT | P | 2022-05-06 | 2022-06-17 | $1,345 | $1,777 | -$432 | -$432 |
| SKYWORKS SOLUTIONS INC | P | 2022-05-06 | 2022-06-14 | $2,132 | $2,459 | -$327 | -$327 |
| US BANCORP | P | 2021-04-15 | 2022-03-10 | $7,368 | $7,782 | -$414 | -$414 |
| AES CORP | P | 2019-05-07 | 2022-11-22 | $1,117 | $656 | $461 | $461 |
| AES CORP | P | 2019-05-07 | 2022-12-29 | $1,903 | $1,082 | $821 | $821 |
| AMAZON COM INC | P | 2020-03-06 | 2022-08-05 | $6,445 | $4,349 | $2,096 | $2,096 |
| AMERICAN INTL GROUYP INC | P | 2018-02-14 | 2022-09-26 | $4,038 | $4,923 | -$885 | -$885 |
| AMERICAN INTL GROUYP INC | P | 2018-02-14 | 2022-12-29 | $886 | $830 | $56 | $56 |
| APPLIED MATLS INC | P | 2019-05-13 | 2022-02-10 | $12,278 | $3,401 | $8,877 | $8,877 |
| APPLIED MATLS INC | P | 2019-05-13 | 2022-03-16 | $383 | $119 | $264 | $264 |
| APPLIED MATLS INC | P | 2019-05-13 | 2022-03-16 | $3,450 | $1,057 | $2,393 | $2,393 |
| APPLIED MATLS INC | P | 2019-05-13 | 2022-12-09 | $7,950 | $2,857 | $5,093 | $5,093 |
| APPLIED MATLS INC | P | 2020-03-12 | 2022-12-09 | $3,703 | $1,660 | $2,043 | $2,043 |
| BANK OF AMERICA CORP | P | 2019-05-07 | 2022-04-01 | $2,066 | $1,530 | $536 | $536 |
| BANK OF AMERICA CORP | P | 2019-05-07 | 2022-11-22 | $1,275 | $1,020 | $255 | $255 |
| BRISTOL-MYERS SQUIBB CO | P | 2019-05-07 | 2022-03-04 | $3,253 | $2,228 | $1,025 | $1,025 |
| BRISTOL-MYERS SQUIBB CO | P | 2019-05-07 | 2022-04-01 | $3,085 | $1,991 | $1,094 | $1,094 |
| BRISTOL-MYERS SQUIBB CO | P | 2019-05-07 | 2022-04-11 | $2,459 | $1,517 | $942 | $942 |
| BRISTOL-MYERS SQUIBB CO | P | 2019-05-07 | 2022-06-06 | $10,352 | $6,541 | $3,811 | $3,811 |
| BRISTOL-MYERS SQUIBB CO | P | 2019-05-07 | 2022-06-07 | $11,431 | $7,110 | $4,321 | $4,321 |
| BRISTOL-MYERS SQUIBB CO | P | 2020-09-01 | 2022-06-07 | $8,916 | $7,116 | $1,800 | $1,800 |
| CSX CORP | P | 2019-05-07 | 2022-05-05 | $1,046 | $778 | $268 | $268 |
| CENTENE CORP | P | 2019-07-19 | 2022-06-07 | $5,053 | $3,442 | $1,611 | $1,611 |
| CENTENE CORP | P | 2019-07-19 | 2022-02-01 | $304 | $212 | $92 | $92 |
| CENTENE CORP | P | 2020-02-27 | 2022-02-01 | $1,142 | $807 | $335 | $335 |
| CENTENE CORP | P | 2020-02-27 | 2022-02-17 | $9,486 | $6,131 | $3,355 | $3,355 |
| CENTENE CORP | P | 2020-09-14 | 2022-02-17 | $582 | $397 | $185 | $185 |
| CENTENE CORP | P | 2020-09-14 | 2022-02-17 | $4,577 | $3,224 | $1,353 | $1,353 |
| CENTENE CORP | P | 2020-09-14 | 2022-02-17 | $2,996 | $1,989 | $1,007 | $1,007 |
| CENTENE CORP | P | 2020-09-23 | 2022-05-05 | $1,826 | $1,215 | $611 | $611 |
| CISCO SYS INC | P | 2020-08-14 | 2022-04-01 | $2,147 | $1,664 | $483 | $483 |
| CISCO SYS INC | P | 2020-08-14 | 2022-05-05 | $1,514 | $1,280 | $234 | $234 |
| CORTEVA INC | P | 2019-04-06 | 2022-06-06 | $3,880 | $1,887 | $1,993 | $1,993 |
| CORTEVA INC | P | 2019-06-24 | 2022-06-06 | $8,068 | $3,598 | $4,470 | $4,470 |
| CORTEVA INC | P | 2019-06-24 | 2022-11-10 | $10,232 | $4,174 | $6,058 | $6,058 |
| CORTEVA INC | P | 2019-09-09 | 2022-11-10 | $2,962 | $1,249 | $1,713 | $1,713 |
| FMC CORP | P | 2019-05-07 | 2022-04-14 | $2,876 | $1,649 | $1,227 | $1,227 |
| FISERV INC | P | 2021-01-15 | 2022-07-28 | $4,216 | $4,322 | -$106 | -$106 |
| FISERV INC | P | 2021-01-15 | 2022-08-05 | $4,239 | $4,322 | -$83 | -$83 |
| FISERV INC | P | 2021-01-15 | 2022-12-13 | $8,193 | $8,753 | -$560 | -$560 |
| FIRSTENERGY CORP | P | 2020-07-27 | 2022-02-23 | $2,105 | $1,448 | $657 | $657 |
| FIRSTENERGY CORP | P | 2020-07-27 | 2022-05-05 | $3,004 | $1,912 | $1,092 | $1,092 |
| FIRSTENERGY CORP | P | 2020-07-27 | 2022-06-01 | $1,021 | $656 | $365 | $365 |
| FIRSTENERGY CORP | P | 2020-08-18 | 2022-06-01 | $1,148 | $729 | $419 | $419 |
| GOLDMAN SACHS GROUP INC | P | 2019-10-15 | 2022-02-10 | $5,979 | $3,284 | $2,695 | $2,695 |
| GOLDMAN SACHS GROUP INC | P | 2019-10-15 | 2022-08-16 | $2,483 | $1,437 | $1,046 | $1,046 |
| GOLDMAN SACHS GROUP INC | P | 2019-10-15 | 2022-11-10 | $3,405 | $1,847 | $1,558 | $1,558 |
| HUMANA INC | P | 2019-05-07 | 2022-06-22 | $8,143 | $4,409 | $3,734 | $3,734 |
| HUMANA INC | P | 2019-05-07 | 2022-09-30 | $7,477 | $3,674 | $3,803 | $3,803 |
| HUMANA INC | P | 2019-06-10 | 2022-09-30 | $4,985 | $2,500 | $2,485 | $2,485 |
| KKR & CO INC | P | 2019-05-13 | 2022-09-30 | $2,055 | $837 | $1,218 | $1,218 |
| KKR & CO INC | P | 2020-03-10 | 2022-11-11 | $4,796 | $2,098 | $2,698 | $2,698 |
| KKR & CO INC | P | 2020-03-10 | 2022-12-02 | $9,794 | $4,695 | $5,099 | $5,099 |
| L3HARRIS TECHNOLOGIES INC | P | 2020-06-26 | 2022-03-01 | $4,703 | $3,069 | $1,634 | $1,634 |
| LOWES COS INC | P | 2019-05-07 | 2022-01-11 | $2,479 | $1,074 | $1,405 | $1,405 |
| LOWES COS INC | P | 2019-05-07 | 2022-02-01 | $2,850 | $1,289 | $1,561 | $1,561 |
| MARATHON PETE CORP | P | 2019-05-07 | 2022-12-12 | $3,805 | $2,039 | $1,766 | $1,766 |
| MARVELL TECHNOLOGY INC | P | 2019-10-14 | 2022-02-10 | $10,449 | $3,304 | $7,145 | $7,145 |
| MARVELL TECHNOLOGY INC | P | 2019-10-14 | 2022-03-16 | $3,632 | $1,293 | $2,339 | $2,339 |
| METLIFE INC | P | 2019-05-07 | 2022-12-12 | $2,743 | $1,808 | $935 | $935 |
| MORGAN STANLEY COM | P | 2019-05-07 | 2022-04-01 | $2,506 | $1,359 | $1,147 | $1,147 |
| MORGAN STANLEY COM | P | 2019-05-07 | 2022-09-26 | $4,087 | $2,389 | $1,698 | $1,698 |
| MORGAN STANLEY COM | P | 2019-05-07 | 2022-10-03 | $1,046 | $609 | $437 | $437 |
| MOTOROLA SOLUTIONS INC | P | 2020-05-15 | 2022-11-10 | $14,219 | $7,017 | $7,202 | $7,202 |
| PENN ENTERTAINMENT INC | P | 2021-06-09 | 2022-06-17 | $6,106 | $18,785 | -$12,679 | -$12,679 |
| PHILIP MORRIS INTL INC | P | 2019-05-07 | 2022-06-01 | $1,684 | $1,337 | $347 | $347 |
| PRINCIPAL FINANCIAL GROUP INC | P | 2021-01-14 | 2022-04-06 | $3,939 | $2,841 | $1,098 | $1,098 |
| PRINCIPAL FINANCIAL GROUP INC | P | 2021-01-14 | 2022-05-19 | $10,440 | $7,987 | $2,453 | $2,453 |
| PRINCIPAL FINANCIAL GROUP INC | P | 2021-01-14 | 2022-10-13 | $10,612 | $7,291 | $3,321 | $3,321 |
| PRINCIPAL FINANCIAL GROUP INC | P | 2021-02-01 | 2022-10-13 | $7,413 | $4,720 | $2,693 | $2,693 |
| PRINCIPAL FINANCIAL GROUP INC | P | 2021-03-05 | 2022-10-13 | $2,965 | $2,192 | $773 | $773 |
| RAYTHEON TECHNOLOGIES CORP | P | 2019-04-26 | 2022-03-09 | $2,260 | $1,759 | $501 | $501 |
| RAYTHEON TECHNOLOGIES CORP | P | 2019-04-26 | 2022-05-05 | $1,734 | $1,377 | $357 | $357 |
| RAYTHEON TECHNOLOGIES CORP | P | 2019-04-26 | 2022-11-22 | $4,647 | $3,671 | $976 | $976 |
| SCHWAB CHARLES CORP | P | 2019-04-22 | 2022-10-11 | $4,194 | $2,623 | $1,571 | $1,571 |
| SEMPRA | P | 2020-02-28 | 2022-08-16 | $2,529 | $2,082 | $447 | $447 |
| SKYWORKS SOLUTIONS INC | P | 2019-08-08 | 2022-06-14 | $9,363 | $7,848 | $1,515 | $1,515 |
| SKYWORKS SOLUTIONS INC | P | 2020-02-28 | 2022-06-14 | $1,205 | $1,270 | -$65 | -$65 |
| SYSCO CORP | P | 2020-09-01 | 2022-04-21 | $3,152 | $2,105 | $1,047 | $1,047 |
| SYSCO CORP | P | 2020-09-08 | 2022-04-21 | $2,432 | $1,619 | $813 | $813 |
| TERADATA CORP | P | 2019-05-07 | 2022-04-25 | $3,225 | $2,816 | $409 | $409 |
| TERADATA CORP | P | 2020-05-11 | 2022-04-25 | $1,787 | $966 | $821 | $821 |
| US BANCORP | P | 2020-10-28 | 2022-03-03 | $9,522 | $6,372 | $3,150 | $3,150 |
| US BANCORP | P | 2020-10-28 | 2022-03-10 | $11,842 | $8,484 | $3,358 | $3,358 |
| UBER TECHNOLOGIES INC | P | 2020-07-17 | 2022-08-12 | $3,817 | $3,832 | -$15 | -$15 |
| UNION PAC CORP | P | 2020-02-05 | 2022-02-01 | $1,472 | $1,110 | $362 | $362 |
| UNION PAC CORP | P | 2020-02-05 | 2022-03-09 | $1,020 | $740 | $280 | $280 |
| UNION PAC CORP | P | 2020-02-28 | 2022-03-09 | $1,020 | $623 | $397 | $397 |
| VERIZON COMMUNICATIONS INC | P | 2019-01-29 | 2022-07-22 | $6,542 | $7,965 | -$1,423 | -$1,423 |
| VERIZON COMMUNICATIONS INC | P | 2019-01-29 | 2022-07-25 | $3,213 | $3,875 | -$662 | -$662 |
| VERIZON COMMUNICATIONS INC | P | 2019-05-07 | 2022-07-25 | $7,453 | $9,429 | -$1,976 | -$1,976 |
| VERIZON COMMUNICATIONS INC | P | 2020-01-22 | 2022-07-25 | $1,964 | $2,662 | -$698 | -$698 |
| VERIZON COMMUNICATIONS INC | P | 2020-02-11 | 2022-07-25 | $1,651 | $2,176 | -$525 | -$525 |
| VERIZON COMMUNICATIONS INC | P | 2020-06-24 | 2022-07-25 | $1,830 | $2,203 | -$373 | -$373 |
| VERIZON COMMUNICATIONS INC | P | 2020-12-07 | 2022-07-25 | $2,589 | $3,553 | -$964 | -$964 |
| VERIZON COMMUNICATIONS INC | P | 2021-01-26 | 2022-07-25 | $580 | $737 | -$157 | -$157 |
| WELLTOWER INC | P | 2020-10-06 | 2022-04-28 | $2,742 | $1,637 | $1,105 | $1,105 |
| CHUBB LIMITED | P | 2020-06-03 | 2022-05-16 | $3,293 | $2,039 | $1,254 | $1,254 |
| TE CONNECTIVITY LTD | P | 2020-02-25 | 2022-12-09 | $4,155 | $2,963 | $1,192 | $1,192 |
| LENNAR CORP | P | 2022-06-06 | 2022-08-11 | $7,064 | $6,462 | $602 | $602 |
| BERKSHIRE HATHAWAY INC | P | 2012-02-15 | 2022-02-04 | $20,352 | $5,076 | $15,276 | $15,276 |
| CHEVRON CORP | P | 2020-03-13 | 2022-01-27 | $6,205 | $3,481 | $2,724 | $2,724 |
| CHEVRON CORP | P | 2020-03-13 | 2022-03-08 | $24,170 | $10,595 | $13,575 | $13,575 |
| FAIRFAX FINL HOLDGS LTD | P | 2012-02-15 | 2022-05-04 | $11,500 | $8,833 | $2,667 | $2,667 |
| RESOLUTE FST PRODS INC | P | 2014-01-28 | 2022-06-01 | $1,844 | $2,394 | -$550 | -$550 |
| RESOLUTE FST PRODS INC | P | 2014-01-29 | 2022-06-01 | $3,141 | $4,168 | -$1,027 | -$1,027 |
| RESOLUTE FST PRODS INC | P | 2014-01-30 | 2022-06-01 | $360 | $477 | -$117 | -$117 |
| RESOLUTE FST PRODS INC | P | 2014-02-03 | 2022-06-01 | $821 | $1,099 | -$278 | -$278 |
| RESOLUTE FST PRODS INC | P | 2014-02-04 | 2022-06-01 | $821 | $1,095 | -$274 | -$274 |
| RESOLUTE FST PRODS INC | P | 2014-02-05 | 2022-06-01 | $2,738 | $3,617 | -$879 | -$879 |
| RESOLUTE FST PRODS INC | P | 2014-06-13 | 2022-06-01 | $2,536 | $2,693 | -$157 | -$157 |
| RESOLUTE FST PRODS INC | P | 2014-06-13 | 2022-06-02 | $2,603 | $2,739 | -$136 | -$136 |
| RESOLUTE FST PRODS INC | P | 2018-03-29 | 2022-06-02 | $1,439 | $820 | $619 | $619 |
| RESOLUTE FST PRODS INC | P | 2018-04-02 | 2022-06-02 | $1,469 | $839 | $630 | $630 |
| RESOLUTE FST PRODS INC | P | 2018-04-03 | 2022-06-02 | $378 | $224 | $154 | $154 |
| SPX FLOW INC. | P | 2018-11-26 | 2022-04-06 | $2,422 | $1,018 | $1,404 | $1,404 |
| SPX FLOW INC. | P | 2018-12-19 | 2022-04-06 | $6,055 | $2,205 | $3,850 | $3,850 |
| SPX FLOW INC. | P | 2020-03-03 | 2022-04-06 | $5,450 | $2,326 | $3,124 | $3,124 |
| SPX FLOW INC. | P | 2020-03-04 | 2022-04-06 | $14,186 | $6,278 | $7,908 | $7,908 |
| SPX FLOW INC. | P | 2020-06-01 | 2022-04-06 | $1,817 | $735 | $1,082 | $1,082 |
| SPDR S&P | P | 2011-08-04 | 2022-09-28 | $16,120 | $5,381 | $10,739 | $10,739 |
| AVALARA INC | P | 2022-01-13 | 2022-09-09 | $6,991 | $8,487 | -$1,496 | -$1,496 |
| ASPEN TECHNOLOOGY INC | P | 2022-05-24 | 2022-05-24 | $34 | $34 | $34 | |
| 2U INC | P | 2021-03-30 | 2022-01-13 | $2,783 | $6,220 | -$3,437 | -$3,437 |
| VIMEO INC | P | 2021-07-20 | 2022-07-08 | $1,142 | $7,728 | -$6,586 | -$6,586 |
| ZOOMINFO TECHNOLOGIES INC | P | 2022-06-23 | 2022-10-06 | $383 | $292 | $91 | $91 |
| AMN HEALTHCARE SVCS INC | P | 2020-06-04 | 2022-01-13 | $6,685 | $2,763 | $3,922 | $3,922 |
| AMN HEALTHCARE SVCS INC | P | 2020-07-21 | 2022-01-13 | $2,049 | $993 | $1,056 | $1,056 |
| ALARM COM HLDGS | P | 2020-06-04 | 2022-10-06 | $387 | $336 | $51 | $51 |
| ASPEN TECHNOLOOGY INC | P | 2020-06-04 | 2022-01-21 | $440 | $332 | $108 | $108 |
| ASPEN TECHNOLOOGY INC | P | 2020-06-04 | 2022-05-17 | $12,989 | $8,744 | $4,245 | $4,245 |
| AVALARA INC | P | 2020-09-25 | 2022-09-09 | $9,199 | $12,646 | -$3,447 | -$3,447 |
| AVALARA INC | P | 2021-05-20 | 2022-09-09 | $4,967 | $6,904 | -$1,937 | -$1,937 |
| BIO-TECHNE CORP | P | 2020-06-04 | 2022-10-06 | $614 | $516 | $98 | $98 |
| BLACKLINE INC | P | 2020-06-04 | 2022-10-06 | $458 | $550 | -$92 | -$92 |
| COSTAR GROUP INC | P | 2020-06-04 | 2022-10-06 | $599 | $527 | $72 | $72 |
| FASTENAL CO | P | 2020-06-04 | 2022-01-21 | $453 | $338 | $115 | $115 |
| FIVE BELOW INC | P | 2020-06-04 | 2022-10-06 | $571 | $434 | $137 | $137 |
| GODADDY INC | P | 2020-06-04 | 2022-06-23 | $7,656 | $9,276 | -$1,620 | -$1,620 |
| GRAND CANYON ED INC | P | 2020-06-04 | 2022-01-21 | $504 | $596 | -$92 | -$92 |
| GRAND CANYON ED INC | P | 2020-06-04 | 2022-04-25 | $8,767 | $8,738 | $29 | $29 |
| HEALTHCARE SVCS GROUP INC | P | 2020-06-04 | 2022-09-28 | $6,887 | $13,348 | -$6,461 | -$6,461 |
| HEICO CORP | P | 2020-06-04 | 2022-01-21 | $730 | $550 | $180 | $180 |
| MIDDLEBY CORP | P | 2020-06-04 | 2022-07-08 | $8,840 | $5,362 | $3,478 | $3,478 |
| NATIONAL INSTRS CORP | P | 2020-06-04 | 2022-10-06 | $531 | $538 | -$7 | -$7 |
| OLLIES BARGAIN OUTLET HLDGS | P | 2020-06-04 | 2022-03-15 | $7,240 | $17,359 | -$10,119 | -$10,119 |
| PAYLOCITY HLDG CORP | P | 2020-06-04 | 2022-10-06 | $1,333 | $691 | $642 | $642 |
| PROTO LABS INC | P | 2020-06-04 | 2022-01-13 | $3,377 | $8,007 | -$4,630 | -$4,630 |
| RITCHIE BROS AUCTIONEERS | P | 2020-06-04 | 2022-07-08 | $4,831 | $3,197 | $1,634 | $1,634 |
| ROLLINS INC | P | 2020-06-04 | 2022-01-21 | $697 | $645 | $52 | $52 |
| 2U INC | P | 2020-06-04 | 2022-01-13 | $3,545 | $7,255 | -$3,710 | -$3,710 |
| TYLER TECHNOLOGIES INC | P | 2020-06-04 | 2022-01-21 | $459 | $378 | $81 | $81 |
| VERISK ANALYTICS INC | P | 2020-06-04 | 2022-01-13 | $14,059 | $11,729 | $2,330 | $2,330 |
| VIMEO INC | P | 2020-07-28 | 2022-07-08 | $1,005 | $3,819 | -$2,814 | -$2,814 |
| WEST PHARMACEUTICAL SVSC INC | P | 2020-06-04 | 2022-01-13 | $4,965 | $2,714 | $2,251 | $2,251 |
| WEST PHARMACEUTICAL SVSC INC | P | 2020-06-04 | 2022-01-21 | $1,117 | $626 | $491 | $491 |
| FIVERR INTL LTD | P | 2021-02-04 | 2022-09-28 | $2,013 | $17,322 | -$15,309 | -$15,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,588 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,498 | 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 | $3,498 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,003 | OverpaymentAmt |
| Applied To ES Tax | $1,003 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Yes (1) | 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 | ANNA TENENBLATT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3232322061 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 SOUTH BROADWAY PLACE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM TENENBLATT | ||||||||
| 3750 SOUTH BROADWAY PLACE | LOS ANGELES | CA | 90007 | DIRECTOR, SECRETARY, CFO | 0.00 | $0 | $0 | $0 |
| ANNA TENENBLATT | ||||||||
| 3750 SOUTH BROADWAY PLACE | LOS ANGELES | CA | 90007 | DIRECTOR, PRESIDENT | 0.00 | $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 |
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 | $5,913,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,350,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,350,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,259 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,255,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,495 | TotalTaxAmt |
| Distributable Before Adj | $310,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $310,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $310,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $743,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $743,666 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $310,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $534,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $606,913 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,222,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,301,135 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $297,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,962,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $743,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $433,394 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,395,811 | 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 | $534,110 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,861,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $606,913 | ExcessFromYear4Amt |
| Excess From Year3 | $1,222,854 | ExcessFromYear3Amt |
| Excess From Year2 | $1,301,135 | ExcessFromYear2Amt |
| Excess From Year1 | $297,405 | ExcessFromYear1Amt |
| Excess From Current Year | $433,394 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM TENENBLATT | ContributingManagerNm |
| Contributing Manager | ANNA TENENBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| ALZHEIMERS LA | |||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| AMERICAN FRIENDS OF BEIT ISSUE SHAPIRO | |||||||
| 25 W 45TH ST STE 1405 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL CHARITABLE | $1,800 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | GENERAL CHARITABLE | $175,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 9911 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL CHARITABLE | $300 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC | GENERAL CHARITABLE | $680 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| BETH JACOB CONGREGATION | |||||||
| 9030 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | GENERAL CHARITABLE | $113,900 |
| BEVERLY HILLS FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PUBLIC | GENERAL CHARITABLE | $300 |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | |||||||
| 9663 SANTA MONICA BLVD 786 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| BNAI DAVID-JUDEA CONGREGATION | |||||||
| 8906 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL CHARITABLE | $108,000 |
| BNEI AKIVA | |||||||
| 9030 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL CHARITABLE | $50,000 |
| CHABAD OF ENCINO | |||||||
| 4915 HAYVENHURST AVE | ENCINO | CA | 91436 | NONE | PUBLIC | GENERAL CHARITABLE | $4,000 |
| CHABAD TELETHON | |||||||
| 741 GAYLEY AV | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| CHILDREN'S HOSPITAL | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| CONGREGATION TORAT EMET | |||||||
| 2375 E MAIN ST | COLUMBUS | OH | 43209 | NONE | PUBLIC | GENERAL CHARITABLE | $200 |
| DE TOLEDO HIGH SCHOOL | |||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | NONE | PUBLIC | GENERAL CHARITABLE | $360 |
| GREEN DOT PUBLIC SCHOOLS | |||||||
| 1149 S HILL ST STE 600 | LOS ANGELES | CA | 90015 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| GUARDIANS OF LOS ANGELES JEWISH HOME FOR THE AGING | |||||||
| 10780 SANTA MONICA BLVD UNIT 225 | LOS ANGELES | CA | 90025 | NONE | PUBLIC | GENERAL CHARITABLE | $5,000 |
| HARVARD WESTLAKE | |||||||
| 3700 COLDWATER CANYON AVE | STUDIO CITY | CA | 91604 | NONE | PUBLIC | GENERAL CHARITABLE | $750 |
| HILLEL 818 | |||||||
| 17729 PLUMMER ST | NORTHRIDGE | CA | 91325 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| HILLEL AT UCLA | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL CHARITABLE | $25,500 |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | NONE | PUBLIC | GENERAL CHARITABLE | $250 |
| ISRAAID | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| JEWISH FAMILY SERVICE | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| JEWISH FEDERATION OF LOS ANGELES | |||||||
| 3580 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | PUBLIC | GENERAL CHARITABLE | $7,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD NO 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| JEWISH HEALING CENTER | |||||||
| 10573 W PICO BLVD STE 836 | LOS ANGELES | CA | 90604 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| JEWISH NATIONAL FUND | |||||||
| 3167 MERCER LN | SAN DIEGO | CA | 92122 | NONE | PUBLIC | GENERAL CHARITABLE | $1,800 |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC | GENERAL CHARITABLE | $360 |
| KADIMA ACADEMY | |||||||
| 7011 SHOUP AVE | WEST HILLS | CA | 91307 | NONE | PUBLIC | GENERAL CHARITABLE | $4,600 |
| LANDER COLLEGE FOR WOMEN | |||||||
| 227 W 60TH ST | NEW YORK | NY | 10023 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| LOS ANGELES HEBREW HIGH | |||||||
| 12020 BURBANK BLVD | VALLEY VILLAGE | CA | 91607 | NONE | PUBLIC | GENERAL CHARITABLE | $1,800 |
| LOS ANGELES POLICE CANINE ASSOC | |||||||
| 1223 WILSHIRE BLVD STE 435 | SANTA MONICA | CA | 90403 | NONE | PUBLIC | GENERAL CHARITABLE | $275 |
| MAGEN DAVOD ADOM | |||||||
| 6505 WILSHIRE BLVD UNIT 650 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | PUBLIC | GENERAL CHARITABLE | $200 |
| MUSEUM OF TOLERANCE | |||||||
| 9786 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 5150 W GOLDLEAF CIR UNIT 400 | LOS ANGELES | CA | 90056 | NONE | PUBLIC | GENERAL CHARITABLE | $100 |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST ST | AMHERST | MA | 01002 | NONE | PUBLIC | GENERAL CHARITABLE | $360 |
| NCSY | |||||||
| 40 RECTOR ST 4TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC | GENERAL CHARITABLE | $75,000 |
| OHR TORAH STONE | |||||||
| 49 W 45TH STE STE 701 | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL CHARITABLE | $10,000 |
| OPICA ADULT DAY CARE & COUNSELING CENTER | |||||||
| 11759 MISSOURI AVE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| ORGANIZATION FOR THE RESOLUTION OF AGUNOT | |||||||
| 551 WEST 181ST ST 123 | NEW YORK | NY | 10033 | NONE | PUBLIC | GENERAL CHARITABLE | $180 |
| ORTHODOX UNION WEST COAST | |||||||
| 9831 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| RABBINICAL SEMINARY OF AMERICA | |||||||
| 76-01 147TH ST | FLUSHING | NY | 11367 | NONE | PUBLIC | GENERAL CHARITABLE | $360 |
| RONALD MCDONALD HOUSE | |||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| STAR CHILDREN RELIEF | |||||||
| 100 TRAYLEE DR | WAKE FOREST | NC | 27587 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| SHALOM SCHOOL | |||||||
| 2320 SIERRA BLVD | SACRAMENTO | CA | 95825 | NONE | PUBLIC | GENERAL CHARITABLE | $180 |
| SHOMREI TORAH SYNAGOGUE | |||||||
| 7353 VALLEY CIRCLE BLVD | WEST HILLS | CA | 91304 | NONE | PUBLIC | GENERAL CHARITABLE | $680 |
| SIMON WEISENTHAL CENTER | |||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| SINAI AKIBA ACADEMY | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL CHARITABLE | $6,800 |
| SINAI TEMPLE | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC | GENERAL CHARITABLE | $114,231 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC | GENERAL CHARITABLE | $1,500 |
| THE NEW YORK INSTITUTE OF SPECIAL EDUCATION | |||||||
| 999 PELHAM PARKWAY NORTH | BRONX | NY | 10469 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| THE PENN FUND | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | GENERAL CHARITABLE | $2,000 |
| UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 91109 | NONE | PUBLIC | GENERAL CHARITABLE | $2,200 |
| UNIVERSITY OF PENNSYLVANIA HILLEL | |||||||
| 4607 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | GENERAL CHARITABLE | $1,250 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL CHARITABLE | $1,000 |
| WESTLAKE JEWISH COMMUNITY CENTER | |||||||
| 5870 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC | GENERAL CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $743,666 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,588 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,661 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,661 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM AND ANNA TENENBLATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 SOUTH BROADWAY PLACE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,079,637 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,970 | Amt |
| Net Investment Income | $8,970 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | OPPENHEIMER - 4047 | BondNm |
| EOY Book Value | $1,459,779 | EOYBookValueAmt |
| EOYFMV | $1,497,807 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OPPENHEIMER - 1543 | $1,449,118 | $1,764,510 |
| OPPENHEIMER - 0490 | $1,111,140 | $1,241,005 |
| OPPENHEIMER - 3698 | $762,837 | $694,056 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISRAEL BOND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $500,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $863 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT DONOR COST BASIS OF CONTRIBUTED APPRECIATED STOCK | Desc |
| Amt | $10,760 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $46,215 | Amt |
| Net Investment Income | $46,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM AND ANNA TENENBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 SOUTH BROADWAY PLACE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90007 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $3,269 | $0 | $0 |
| INTERNAL REVENUE SERVICE | $1,800 | $0 | $0 |