BINDER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BINDER FOUNDATION (EIN 95-4635806)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349102302
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T14:29:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST SUITE 1600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954635806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BINDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GELFAND RENNERT & FELDMAN | InCareOfNm |
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 3104738440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH LAKE AVENUE Suite 300 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON BINDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104738440 | PhoneNum |
| Signature | 2021-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GORDON | PersonFirstNm |
| Person Last | BINDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott Cech | PreparerPersonNm |
| PTIN | P00227579 | PTIN |
| Phone | 3105531707 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $23,449,221 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47,088 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,088 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $349,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $327,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,474,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $327,526 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $475 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $184 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $724,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $723,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $72,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,356 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,108 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,108 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $26,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,923 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,026,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,126,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,026,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$402,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $647,506 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $635,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $339,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $339,186 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,846,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,741,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,761,730 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $585,481 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $585,481 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $337,062 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,413 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,907 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,243 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,243 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,080,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,677,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,449,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,080,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,677,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,080,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,677,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,080,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,677,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,080,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$402,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,677,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,677,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,432,475 | $5,147,020 | $285,455 | $285,455 |
| GAIN ON DISPOSITION OF GSOF I | P | $765 | $765 | $765 | |
| CAPITAL GAIN DIVIDENDS | P | $41,306 | |||
| CAPITAL GAIN DIVIDENDS | P | $41,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $327,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,000 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,000 | SubtotalAmt |
| Tax Based On Investment Income | $9,000 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,000 | OverpaymentAmt |
| Applied To ES Tax | $11,000 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELFAND RENNERT & FELDMAN LL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105531707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1880 CENTURY PARK EAST 1600 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON BINDER | ||||||||
| 225 SOUTH LAKE AVENUE SUITE 300 | PASADENA | CA | 91101 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ADELE BINDER | ||||||||
| 225 SOUTH LAKE AVENUE SUITE 300 | PASADENA | CA | 91101 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,365,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,877,092 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,877,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,156 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,563,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,028,197 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,028,197 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,000 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,000 | TotalTaxAmt |
| Distributable Before Adj | $1,019,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,019,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,019,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,026,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,026,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,026,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,019,197 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $267,550 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $114,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $58,585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $554,639 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,026,900 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,019,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,703 | RemainingDistriFromCorpusAmt |
| Total Corpus | $562,342 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $267,550 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $294,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,880 | ExcessFromYear4Amt |
| Excess From Year3 | $114,624 | ExcessFromYear3Amt |
| Excess From Year1 | $58,585 | ExcessFromYear1Amt |
| Excess From Current Year | $7,703 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON BINDER | ContributingManagerNm |
| Contributing Manager | ADELE BINDER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARLTHORP SCHOOL | ||||||||
| 438 SAN VICENTE BLVD | SANTA MONICA | CA | 90402 | NONE | PC | DONATION | $100,000 | |
| TRINITY COLLEGE | ||||||||
| 300 SUMMIT STREET | HARTFORD | CT | 061063100 | NONE | PC | DONATION | $25,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | PC | DONATION | $50,000 | |
| VILLAGE SCHOOL | ||||||||
| 780 SWARTHMORE AVENUE | PACIFIC PALISADES | CA | 902724355 | NONE | PC | DONATION | $105,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 401 PARK DRIVE | BOSTON | MA | 02115 | NONE | PC | DONATION | $125,000 | SUITE 602 |
| CHURCH OF THE REDEEMER | ||||||||
| 379 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | NONE | PC | DONATION | $10,000 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PC | DONATION | $50,000 | |
| THE NEST SCHOOL | ||||||||
| 103 NORTH ANITA AVENUE | LOS ANGELES | CA | 90049 | NONE | PC | DONATION | $25,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET | BOSTON | MA | 021141101 | NONE | PC | DONATION | $10,000 | SUITE 540 |
| DEXTER SOUTHFIELD | ||||||||
| 20 NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PC | DONATION | $50,000 | |
| PARA LOS NINOS | ||||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | NONE | PC | DONATION | $8,500 | |
| PALI COMMUNITY CENTER COMMITTEE | ||||||||
| 11030 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | DONATION | $750 | SUITE 203 |
| LA'S BEST | ||||||||
| 200 NORTH SPRING STREET | LOS ANGELES | CA | 90012 | NONE | PC | DONATION | $2,500 | SUITE M-120 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | NONE | PC | DONATION | $100,000 | BUILDING NE49-4000 |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | DONATION | $10,000 | MS29 |
| CHARLOTTE & GWENYTH GRAY FOUNDATION | ||||||||
| 532 COLORADO AVENUE | SANTA MONICA | CA | 90401 | NONE | PC | DONATION | $5,000 | |
| CRADLES TO CRAYONS | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTON | MA | 02460 | NONE | PC | DONATION | $25,000 | |
| CALTECH | ||||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | PC | DONATION | $150,000 | MC 5-32 |
| XAVIER COLLEGE PREP | ||||||||
| 34-200 COOK STREET | PALM DESERT | CA | 92211 | NONE | PC | DONATION | $100,000 | |
| UCLA | ||||||||
| 10889 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | NONE | PC | DONATION | $50,000 | SUITE 1000 |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | DONATION | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,088 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184 | ExclusionAmt |
| Related Or Exempt Function Incm | $291 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $327,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $723,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $291 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $724,184 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W74104-00-3 | $150,500 | $67,000 |
| MORGAN STANLEY SMITH BARNEY | $434,981 | $270,062 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W71404-00-3 | $4,223,117 | $6,917,067 |
| JP MORGAN A/C# A75940-00-6 | $11,969,804 | $15,311,201 |
| MORGAN STANLEY SMITH BARNEY | $548,946 | $533,462 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MS GLOBAL SEC OPP FUND | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSACTIONS IN TRANSIT | Desc |
| BOY Book Value | $9,907 | BOYBookValueAmt |
| EOY Book Value | $11,243 | EOYBookValueAmt |
| EOYFMV | $11,243 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AG'S REGISTRY OF CHAR TRUSTS | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SETTLEMENT INCOME | $184 | $184 |
| PENALTY REFUND | $291 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $72,356 | Amt |
| Net Investment Income | $72,356 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,923 | $2,923 |
| INTERNAL REVENUE SERVICE | $23,324 | |
| FRANCHISE TAX BOARD | $10 |