BUD & BARBARA HELLMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BUD & BARBARA HELLMAN FOUNDATION (EIN 95-4079313)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-18
- IRS object ID
- 202231089349100238
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-18T16:37:42-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAPITOL MALL SUITE 1200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954079313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUD AND BARBARA HELLMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUDA | BusinessNameControlTxt |
| Phone | 3102341981 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10490 WILSHIRE BLVD NO 2704 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900244621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUD HELLMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102341981 | PhoneNum |
| Signature | 2022-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BUD | PersonFirstNm |
| Person Last | HELLMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA M CUMMINGS CPA | PreparerPersonNm |
| PTIN | P00043433 | PTIN |
| Phone | 9164429100 | PhoneNum |
| Preparation | 2022-04-01 | PreparationDt |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $970,467 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,661 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,661 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $726 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,644 | 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 |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,928 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $537 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,232 | CashBOYAmt |
| Cash EOY | $32,442 | CashEOYAmt |
| Cash EOYFMV | $32,442 | CashEOYFMVAmt |
| Corporate Stock BOY | $839,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $938,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $938,025 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $843,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $970,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $970,467 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $100 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $100 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100 | 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 | $843,766 | RetainedEarningBOYAmt |
| Retained Earning EOY | $970,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $843,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $970,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $843,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $970,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $843,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $150,675 | OtherIncreasesAmt |
| Subtotal | $970,367 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $970,367 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BERNSTEIN LT | P | $104,779 | $77,612 | $27,167 | $27,167 |
| CAPITAL GAINS DIVIDENDS | P | $2,494 | $2,494 | $2,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,661 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | 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 | $1,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $779 | OverpaymentAmt |
| Applied To ES Tax | $779 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARBARA HELLMAN | IndividualWithBooksNm |
| Phone | 3102341981 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10490 WILSHIRE BLVD SUITE 2704 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900244621 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VICKY MYERS-KASEFF | ||||||||
| 10490 WILSHIRE BLVD SUITE 2704 | LOS ANGELES | CA | 90024 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GARY KASEFF | ||||||||
| 10490 WILSHIRE BLVD SUITE 2704 | LOS ANGELES | CA | 90024 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $856,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $878,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $878,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $865,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,251 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $616 | TotalTaxAmt |
| Distributable Before Adj | $42,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,373 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $85,466 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $296,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,542 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $319,534 | 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 | $70,373 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $249,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,222 | ExcessFromYear4Amt |
| Excess From Year3 | $20,931 | ExcessFromYear3Amt |
| Excess From Year1 | $85,466 | ExcessFromYear1Amt |
| Excess From Current Year | $22,542 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| AIDS PROJECT LOS ANGELES | |||||||
| 611 S KINSLEY DR | LOS ANGELES | CA | 90005 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| ALZHEIMER'S FOUNDATION | |||||||
| 111620 WILSHIRE BLVD SUITE 270 | LOS ANGELES | CA | 90025 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| AMERICAN HEART ASSOCIATION | |||||||
| 816 S FIGUEROA STREET | LOS ANGELES | CA | 90017 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $150 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 115600 MULHOLLAND DRIVE | BELAIR | CA | 90077 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| AMERICAN RED CROSS | |||||||
| 431 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $500 |
| CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| CHILDREN'S HOSPITAL LA FOUNDATION | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $200 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| DNC | |||||||
| 430 S CAPITOL ST SE | WASHINGTON | DC | 20003 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $30 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $50 |
| GOODWILL INDUSTRIES OF CALIFORNIA | |||||||
| 342 N SAN FERNANDO DRIVE | LOS ANGELES | CA | 90031 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| HILLSIDES | |||||||
| 940 AVENUE 64 | PASADENA | CA | 91105 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $500 |
| JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVE | RESDA | CA | 91335 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $1,000 |
| KCET | |||||||
| 2900 W ALAMEDA AVENUE | BURBANK | CA | 91505 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| KUSC | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTEEN STREET NW | WASHINGTON | DC | 20006 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| PBS SOCAL | |||||||
| 10100 SANTA MONICA BLVD STE 1070 | LOS ANGELES | CA | 90067 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| PLANNED PARENTHOOD | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| SOVA INC | |||||||
| 1095 OREGON BLVD | WATERFORD | MI | 48327 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| THE JEWISH FEDERATION OF GREATER LA | |||||||
| 6505 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90048 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| UNICEF-US COMMITTEE | |||||||
| 125 MALDEN LANE | NEW YORK | NY | 10038 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| UNITED WAY GREATER LA | |||||||
| 1150 S OLIVE ST | LOS ANGELES | CA | 90015 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| VISTA DEL MAR CHILD AND FAMILY SERVICES | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | PC | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,180 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,661 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $726 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,370 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $3,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BERNSTEIN FIXED INCOME AND EQUITY | StockNm |
| EOY Book Value | $938,025 | EOYBookValueAmt |
| EOYFMV | $938,025 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $537 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $537 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $726 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $726 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $150,675 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $2,928 | Amt |
| Net Investment Income | $2,928 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB FILING FEE | $10 | $0 | $10 |
| ATTY GENERAL FILING FEE | $50 | $0 | $50 |
| FEDERAL EXCISE TAX | $4,939 | $0 | $0 |