ERWIN RAUTENBERG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ERWIN RAUTENBERG FOUNDATION (EIN 45-5514206)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-17
- IRS object ID
- 202232909349100543
- Schema version
- 2020v4.0
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T12:32:02-07:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953899635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORBY AND CORBY AN ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9133 S LA CIENEGA BLVD STE 260 | AddressLine1Txt |
| City | INGLEWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455514206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERWIN RAUTENBERG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERWI | BusinessNameControlTxt |
| Phone | 3108290074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9133 S LA CIENEGA BLVD 260 | AddressLine1Txt |
| City | INGLEWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS B CORBY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS B | PersonFirstNm |
| Person Last | CORBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDOLPH P CORBY | PreparerPersonNm |
| PTIN | P00941958 | PTIN |
| Phone | 3108290074 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $76,302,708 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $90,543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90,543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,812,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,812,983 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,267,235 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,267,235 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $804,148 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,266,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,788,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,266,931 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $71,910 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,910 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,509,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,509,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $205,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $143,850 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,650 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,577 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,804 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $773 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $95,965 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $67,176 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,789 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,311 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $97,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $113,535 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,606 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $83,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $83,615 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,394,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,381,581 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,053,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,787,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $221,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,580,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,580,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,634,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,787,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,801,854 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,875,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,721,676 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $886,443 | CashBOYAmt |
| Cash EOY | $1,624,282 | CashEOYAmt |
| Cash EOYFMV | $1,624,282 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $603,365 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $796,687 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $603,365 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $603,364 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $36,843 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,954 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,954 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $462,200 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $317,194 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $364,359 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,305,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,860,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,535,307 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $423,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $397,144 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $400,665 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $14,580,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $724,663 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $13,938,952 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $13,855,337 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $29,590,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $121,679 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $121,679 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $121,679 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $138,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $144,741 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $59,098 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,109,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,928,557 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,302,708 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $348,777 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $292,025 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $348,777 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $292,025 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $54,761,089 | CapitalStockBOYAmt |
| Capital Stock EOY | $56,636,532 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,761,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,636,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,109,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,928,557 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,761,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,875,443 | ExcessRevenueOverExpensesAmt |
| Subtotal | $56,636,532 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $56,636,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS VARIOUS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2013-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $14,788,745 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,521,814 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,266,931 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,266,931 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,266,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $79,531 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $79,531 | SubtotalAmt |
| Tax Based On Investment Income | $79,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,145 | EsPenaltyAmt |
| Tax Due | $45,676 | TaxDueAmt |
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 |
| 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 | CORBY AND CORBY AN ACCNCORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108290074 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9133 SLA CIENEGA BLVD SUITE 260 | AddressLine1Txt |
| City | INGLEWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS B CORBY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9133 S LACIENEGA BLVD SUITE | AddressLine1Txt |
| City | INGLEWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $205,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CITY NATIONAL BANK | |||||
| 1620 26th ST | SANTA MONICA | CA | 90404 | INVESTMENT | $85,237 |
| ARMANINO LLP | |||||
| 777 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90017 | OPINION AUDIT | $38,535 |
| FIDELITY | |||||
| 1200 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | INVESTMENT | $7,259 |
| UNION BANK | |||||
| 2001 Wilshire Blvd | SANTA MONICA | CA | 90403 | INVESTMENT | $5,259 |
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES | |||||
| 6505 Wilshire Blvd 1200 | LOS ANGELES | CA | 90048 | PROFESSIONAL | $75,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,821,110 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,018,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $30,448,738 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,288,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $77,288,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,159,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,128,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,806,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,806,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $79,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $79,531 | TotalTaxAmt |
| Distributable Before Adj | $3,726,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,726,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,726,906 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,801,854 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,801,854 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,801,854 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,726,906 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $17,959 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,963 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $171,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $236,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,801,854 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,726,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,948 | RemainingDistriFromCorpusAmt |
| Total Corpus | $311,342 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $311,342 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,959 | ExcessFromYear3Amt |
| Excess From Year2 | $46,963 | ExcessFromYear2Amt |
| Excess From Year1 | $171,472 | ExcessFromYear1Amt |
| Excess From Current Year | $74,948 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS B CORBY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9133 S LA CIENEGA BLVD SUITE 260 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3108290074 | RecipientPhoneNum |
| Recipient Email Address | TOM@CORBYANDCORBY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NAME, ADDRESS AND FINANCIAL STATEMENTS; DESCRIPTION OF PROGRAM AND PROOF OF 501(c)(3)STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRIENDS OF ELNET | |||||||||||
| 641 Lexington Ave | New York | NY | 10022 | EOF | To support pro-Israeli European relations | $40,000 | |||||
| HILLSIDE HOME FOR CHILDREN | |||||||||||
| 940 Avenue 64 | PASADENA | CA | 91105 | EOF | A premier provider dedicated to healing children and young adults, strengthening families, and transforming communities through quality comprehensive services and advocacy. | $500 | |||||
| INTERNATIONAL FELLOWSHIP OF CHRISTI | |||||||||||
| 30 North LaSalle Street Suite 4300 | CHICAGO | IL | 60602 | EOF | To build bridges between Christians and Jews | $40,000 | |||||
| JEWISH BIG BROTHER BIG SISTER OF LO | |||||||||||
| 11150 W Olympic Blvd Suite 900 | LOS ANGELES | CA | 90064 | EOF | To assist youth in achieving their full potential through innovative, impactful programs. | $1,000 | |||||
| FORDEVEREIN EHEMALIGE SYNOGOGUE STA | |||||||||||
| GOV | To support holocaust museum in Stadthagen, Germany | $36,300 | Schulstrae 7 | Stadthage | Schulstrae 7 | GM | 31655 | ||||
| CEDARS SINAI ADVANCEMENT | |||||||||||
| 8700 Beverly Blvd Suite 2416 | LOS ANGELES | CA | 90048 | EOF | To pioner medical research achievements, education programs defining the future of healthcare, and wide-ranging community benefit activities, were setting new standards for quality and innovation in patient care | $100,000 | |||||
| WOMEN'S BUILD CEDARS SINAI | |||||||||||
| 8631 W 3rd St 240E | LOS ANGELES | CA | 90048 | EOF | To support pioneering research and care | $5,350 | |||||
| HEBREW UNION COLLEGE | |||||||||||
| 8631 W 3rd St 240E | LOS ANGELES | CA | 90007 | EOF | To support premier Jewish seminary | $25,000 | |||||
| BEAUTY BUS FOUNDATION | |||||||||||
| 21781 Ventura Boulevard Suite 586 | WOODLAND HILLS | CA | 91364 | EOF | To deliver loving kindness, support, and compassion to seriously ill patients and their caregivers through beauty services | $60 | |||||
| BEAUTY BUS FOUNDATION | |||||||||||
| 21781 Ventura Boulevard Suite 586 | WOODLAND HILLS | CA | 91364 | EOF | To deliver loving kindness, support, and compassion to seriously ill patients and their caregivers through beauty services | $250 | |||||
| CHAMAH | |||||||||||
| 420 Lexington Avenue300 | NEW YORK | NY | 10170 | EOF | To provide seniors with necessary medical care | $40,000 | |||||
| YESHIVA GEDOLAH OF LOS ANGELES | |||||||||||
| 5444 W Olympic Blvd | LOS ANGELES | CA | 90036 | EOF | To support the highest level of education possible in both Judaic and Secular Studies. | $85,000 | |||||
| CEDARS SINAI WOMEN'S GUILD | |||||||||||
| 8631 W 3rd St 240E | LOS ANGELES | CA | 90048 | EOF | To support pioneering research and care | $25,000 | |||||
| JEWISH FAMILY SERVICE OF LOS ANGELE | |||||||||||
| 330 N Fairfax Avenue | LOS ANGELES | CA | 90036 | EOF | To support life-improvingservices that help the people ofLos Angeles | $80,500 | |||||
| JVS SOCAL | |||||||||||
| 6505 Wilshire Blvd 200 | LOS ANGELES | CA | 90048 | EOF | TO SUPPORT job and skill training programs for unemployed and underemployed people. | $100,000 | |||||
| AMERICAN FRIENDS OF LEKET | |||||||||||
| P O BOX 2090 | TEANECK | NJ | 07666 | EOF | To support the Israel's largest food bank and food rescue network | $45,000 | |||||
| AMERICAN FRIENDS OF ORR SHALOM | |||||||||||
| 3708 ENTERPRISE DRIVE | JANESVILLE | WI | 53546 | EOF | To support and provide shelter, food, medical services, education and counseling to needy families and orphaned children in israel. | $40,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||||||
| PO Box 4124 | NEW YORK | NY | 10163 | EOF | To support Jews in need | $45,000 | |||||
| BET TZEDEK | |||||||||||
| 3250 Wilshire Blvd 1300 | LOS ANGELES | CA | 90010 | EOF | To help people of all communities and generations secure life's necessities | $30,000 | |||||
| CHAI LIFELINE INC | |||||||||||
| 475 S Robertson Blvd | BEVERLY HILLS | CA | 90211 | EOF | TO SUPPORT SOCIAL SERVICES PROGRAMS | $15,000 | |||||
| JEWISH FREE LOAN PROGRAM | |||||||||||
| 1901 Magnolia Ave | LOS ANGELES | CA | 90007 | EOF | To support in providing interest free loans to people in need of all faith | $60,000 | |||||
| JQ INTERNATIONAL | |||||||||||
| 801 Larrabee St UNIT 10 | WEST HOLLYWOOD | CA | 90069 | EOF | To support programs that envision a world where all LGBTQ+ Jews feel a strong sense of self, pride, and community a place where LGBTQ+ Jews and their allies are supported. | $10,000 | |||||
| USC SHOAH FOUNDATION | |||||||||||
| 650 W 35th Fourth Floor | LOS ANGELES | CA | 90089 | EOF | To support programs dedicated to making audio-visual interviews with survivors and witnesses of the Holocaust and other genocides, a compelling voice for education and action | $20,000 | |||||
| CAYTON CHILDREN'S MUSEUM | |||||||||||
| 395 Santa Monica Pl Suite 374 Level | SANTA MONICA | CA | 90401 | EOF | To support in creation of an interactive play space that activates the power of PLAY to enrich the lives of children and their families, build stronger, more connected communities, and create a better world | $25,000 | |||||
| JEWISH FAMILY SERVICE OF LOS ANGELE | |||||||||||
| 8838 W Pico Blvd | LOS ANGELES | CA | 90035 | EOF | To support programs that provide extensive senior living and healthcare options to the LA community | $155,000 | |||||
| LOS ANGELES JEWISH HOME FOR THE AGI | |||||||||||
| 7150 Tampa Ave | RESEDA | CA | 91335 | EOF | To support programs that provides senior healthcare services in Los Angeles, California | $101,340 | |||||
| SHALOM INSTITUTE CAMP AND CONFERENC | |||||||||||
| 34342 Mulholland Hwy | MALIBU | CA | 90265 | EOF | To support Jewish summer camp programs | $25,000 | |||||
| JEWISH FEDERATION OF GREATER LA | |||||||||||
| 6505 Wilshire Blvd | LOS ANGELES | CA | 90048 | EOF | To support New Leaders Projects | $650,000 | |||||
| BEAUTY BUS FOUNDATION | |||||||||||
| 21781 Ventura Boulevard Suite 586 | WOODLAND HILLS | CA | 91364 | EOF | To deliver loving kindness, support, and compassion to seriously ill patients and their caregivers through beauty services | $5,250 | |||||
| JEWISH COMMUNITY FOUNDATION OF LA | |||||||||||
| 6505 Wilshire Blvd 1200 | LOS ANGELES | CA | 90048 | EOF | To support various charities | $700,000 | |||||
| AMERICAN FRIENDS OF HEBREW UNIVERSI | |||||||||||
| 16633 VENTURA BLVD SUITE 715 | ENCINO | CA | 91436 | EOF | TO SUPPORT THE PORMOTION OF STRATEGIC PARTNERSHIP WITH OTHER WORLD CLASS ACEDEMIC & CULTURAL INSTITUTIONS TO ADDRESS NEEDS IN THE AREAS OF HEALTH & MEDICINE | $11,000 | |||||
| BUILDERS O JEWISH EDUCATION | |||||||||||
| 6505 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90048 | EOF | TO PROMOTE JEWISH EDUCATION, FAMILIES, IDENTITY, AND JEWISH COMMUNITY LEADERSHIP | $25,000 | |||||
| CEDARS SINAI MEDICAL | |||||||||||
| 8700 Beverly Blvd Suite 2416 | LOS ANGELES | CA | 90048 | EOF | To pioner medical research achievements, education programs defining the future of healthcare, and wide-ranging community benefit activities, were setting new standards for quality and innovation in patient care | $50,000 | |||||
| CHALLAH FOR HUNGER | |||||||||||
| 1824 UNIVERSITY CIRCLE | CHARLOTTESVILLE | VA | 22903 | EOF | TO HELP COMBAT HUNGER AND TO RAISE AWARENESS ABOUT THE ISSUE OF HUNGER LOCALLY AND NATIONALLY | $15,000 | |||||
| FRIENDS OF THE LONE SOLDIERS | |||||||||||
| P O BOX 4224 | NEW YORK | NY | 10163 | EOF | TO PROVIDE WARM MEALS AND A REAL COMMUNITY FOR LOAN SOLDIERS TO EAT, CELEBRATE AND INTEGRATE INTO ISRAEL WITH | $25,000 | |||||
| HILLEL AT UCLA | |||||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | EOF | TO HELP BUILD JEWISH IDENTITIES THROUGH JEWISH LIFE, LEARNING & ISRAEL | $40,000 | |||||
| JEWISH COMMUNITY FOUNDATION OF LA | |||||||||||
| 6505 Wilshire Blvd 1200 | LOS ANGELES | CA | 90048 | EOF | To support various charities | $864,000 | |||||
| STAND WITH US | |||||||||||
| P O BOX 34109 | LOS ANGELES | CA | 90034 | EOF | TO SUPPORT ISRAEL AND FIGHT ANTISEMITISM AROUND THE WORLD | $5,000 | |||||
| THE BRAID FOUNDATION | |||||||||||
| 6584 POPLAR AVE | MEMPHIS | TN | 38138 | EOF | TO PROMOTE MENTAL HEALTH AWARENESS, AND INCREASE EQUITABL ACCESS TO MENTAL HELP | $20,000 | |||||
| THE JENESSE CENTER | |||||||||||
| 3761 STOCKER ST | LOS ANGELES | CA | 90008 | EOF | TO PROMOTE DOMESTIC VIOLENCE PREVENTION AND INTERVENTION ORGANIZATIONS | $5,000 | |||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | EOF | TO SUPPORT OPEN SPACE DROP-IN CENTER | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,580,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,543 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,812,983 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $804,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,266,931 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,779,584 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,266,931 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,046,515 | 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 | CORBY AND CORBY ACCOUNTANCY CORP | CategoryTxt |
| Amt | $95,965 | Amt |
| Net Investment Income | $67,176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,789 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| ARMANINO LLP |
| OPENION AUDIT |
| CITY NATIONAL BANK |
| INVESTMENT ADVICE FEE |
| FIDELITY |
| INVESTMENT ADVICE FEE |
| JEWISH COMMUNITY FOUNDATION OF LOS ANGELES |
| DONATION RECIPIENTS IDENTIFICAION AND INVESTIGATION |
| UNION BANK |
| INVESTMENT ADVICE |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| ATC BUILDING | 2013-06-01 | $2,360,007 | $463,933 | SL | 39.0000 | $60,513 | $60,513 |
| ITC BUILDING | 2013-06-01 | $642,993 | $126,400 | SL | 39.0000 | $16,487 | $16,487 |
| 702 BUILDING | 2013-06-01 | $257,985 | $50,715 | SL | 39.0000 | $6,615 | $6,615 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Buildings | $3,260,985 | $724,663 | $2,536,322 | $4,388,300 |
| Land | $11,319,015 | $11,319,015 | $25,201,700 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FREEMAN, FREEMAN AND SMILEY | CategoryTxt |
| Legal Fees | $2,577 | LegalFeesAmt |
| Net Investment Income | $1,804 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $773 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $6,956 | $696 | $6,260 |
| GIFTS | $297 | $30 | $267 |
| INSURANCE | $1,874 | $187 | $1,687 |
| MEALS | $670 | $670 | |
| OFFICE EXPENSES | $5,113 | $511 | $4,602 |
| PERMIT AND LICENSES | $150 | $15 | $135 |
| Rental Expenses | $1,379,472 | $1,379,472 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $71,910 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $348,777 | $277,025 |
| DONATION PAYABLE | $15,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ARMANINO LLP | $38,535 | $0 | $0 | $38,535 |
| CITY NATIONAL BANK | $85,237 | $85,237 | $0 | $0 |
| FIDELITY | $7,259 | $7,259 | $0 | $0 |
| JEWISH COMMUNITY FOUNDATION OF LA | $75,000 | $0 | $0 | $75,000 |
| UNION BANK | $5,280 | $5,280 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $44,379 | ||
| FOREIGN TAX WITHHOLDING | $3,711 | $3,711 | |
| PAYROLL TAX EXPENSES | $12,019 | $8,413 | $3,606 |