MAURICE AMADO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE AMADO FOUNDATION (EIN 95-6041700)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-09-02
- IRS object ID
- 202512459349100211
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases 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 | 2025-09-02T13:31:08-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956041700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAURICE AMADO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 8189809190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3126 S SEPULVEDA BLVD 321 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALVO LAVIS | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8189809190 | PhoneNum |
| Signature | 2025-09-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-08-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,305,678 | 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 | $13,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $777,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $777,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,225,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,260,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,225,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,397 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,020,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,015,641 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,050 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,763 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,287 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,084 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,042 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,042 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $208,426 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,426 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $87,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,845 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,095 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,095 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,994 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,844 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,574 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,623,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,623,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,912,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,756,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,859,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260,597 | CashBOYAmt |
| Cash EOY | $138,671 | CashEOYAmt |
| Cash EOYFMV | $138,671 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $346,020 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $577,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $577,452 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,169,678 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,228,510 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,209,876 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,277,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,992,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,950,125 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,158,138 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,398,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,429,554 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $15,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,227,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,335,606 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,305,678 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $92 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $215 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $92 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $215 | 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 | $28,227,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,335,391 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,227,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,335,391 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,227,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,335,606 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,227,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,000 | OtherIncreasesAmt |
| Subtotal | $28,346,119 | SubtotalAmt |
| Other Decreases | $10,728 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,335,391 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-11-30 | 2024-11-30 | $11,197,159 | $9,035,140 | $2,162,019 | $2,162,019 | |
| SHORT TERM CAPITAL GAIN | 2024-11-30 | 2024-11-30 | $13,683 | $13,683 | $13,683 | P | |
| LONG TERM CAPITAL GAIN | 2024-11-30 | 2024-11-30 | $49,314 | $49,314 | $49,314 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,225,016 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,222 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,222 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,128 | EsPenaltyAmt |
| Overpayment | $9,344 | OverpaymentAmt |
| Applied To ES Tax | $9,344 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MAURICEAMADOFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL HOYT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189809190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3126 S SEPULVEDA BLVD 321 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90034 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| SALVO LAVIS | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | PRESIDENT/CEO | 3.00 | $300 | $0 | $0 |
| DANIEL TARICA | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | CFO | 1.00 | $500 | $0 | $0 |
| JESSICA AMADO | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | SECRETARY | 1.00 | $500 | $0 | $0 |
| SUSAN LINDHEIM | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | DIRECTOR (UNTIL 12/31/24) | 2.00 | $5,500 | $0 | $0 |
| ERIN TARICA | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | DIRECTOR | 1.00 | $5,500 | $0 | $0 |
| ELLEN AMADO | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | DIRECTOR | 1.00 | $5,500 | $0 | $0 |
| SUSAN MALCOLM | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | DIRECTOR | 1.00 | $5,250 | $0 | $0 |
| RICK AMADO | ||||||||
| 3126 S SEPULVEDA BLVD 321 | LOS ANGELES | CA | 90034 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD 601 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $121,426 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $33,838,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,109,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,947,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,947,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $524,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,423,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,721,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,721,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,750 | TotalTaxAmt |
| Distributable Before Adj | $1,681,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,692,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,692,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,756,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,756,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,692,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $933,426 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,756,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $933,426 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,692,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $130,250 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $130,250 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,250 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $130,250 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FOUNDATION | |||||||
| 6505 WILSHIRE BLVD 1200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $1,085,229 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100,000 |
| JOHN MUIR HEALTH FOUNDATION | |||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $100,000 |
| OSTROW SCHOOL OF DENTISTRY OF USC | |||||||
| 925 W 34TH ST | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $100,000 |
| JEWISH FAMILY SERVICE OF HOUSTON | |||||||
| 4131 BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $98,804 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7 FLOOR | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $92,500 |
| EVELYN RUBENSTEIN JCC OF HOUSTON | |||||||
| 5602 SOUTH BRAESWOOD | HOUSTON | TX | 770963999 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $90,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $60,000 |
| NATIONAL MARROW DONOR PROGRAM (NMDP) | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50,000 |
| NEW MEXICANS TO PREVENT GUN VIOLENCE | |||||||
| PO BOX 9647 | SANTA FE | NM | 87505 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50,000 |
| VINEYARD HAVENS | |||||||
| 1 UPLAND ROAD | LEXINGTON | MA | 02420 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $50,000 |
| HILLEL 818 | |||||||
| 17729 PLUMMER ST | NORTHRIDGE | CA | 91325 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $40,000 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD STE 715 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | FUND FOR COLLEGE STUDENTS | $40,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $35,000 |
| DELAWARE SHAKESPEARE | |||||||
| 4 S POPLAR STREET | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | COMMUNITY TOUR | $30,000 |
| ECHOING GREEN | |||||||
| 462 SEVENTH AVENUE FL 13 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $30,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FL | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $30,000 |
| ZIA FAMILY FOCUS CENTER | |||||||
| PO BOX 37323 | ALBUQUERQUE | NM | 87176 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $30,000 |
| FRIENDS OF THE ARAVA INSTITUTE | |||||||
| 1320 CENTRE ST SUITE 206 | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| GLOBAL RESILIENCE INSTITUTE | |||||||
| 177 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| HORNS FOR HOPE | |||||||
| PO BOX 414 | SANTO | TX | 76472 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| LAS VEGAS METROPOLITAN POLICE DEPARTMENT FOUNDATION | |||||||
| 110 N CITY PARKWAY STE 420 | LAS VEGAS | NV | 89106 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $25,000 |
| JEWISH FAMILY SERVICE LOS ANGELES | |||||||
| 330 N FAIRFAX BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $20,000 |
| MIRY'S LIST | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $20,000 |
| NON-HUMAN RIGHTS PROJECT | |||||||
| 611 PENNSYLVANIA AVENUE SE 345 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $20,000 |
| THE HUMANE LEAGUE | |||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | NONE | PUBLIC CHARITY | FARM ANIMAL PROTECTION PROGRAM | $20,000 |
| VIRGINIA CHAMBER MUSIC FOUNDATION | |||||||
| PO BOX 1491 | CHARLOTTESVILLE | VA | 22902 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $20,000 |
| GRIFFITH OBSERVATORY FOUNDATION | |||||||
| 2800 E OBSERVATORY RD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | SCHOOL FIELD TRIPS | $15,000 |
| HORIZON INSTITUTE FOR PUBLIC SERVICE | |||||||
| 1201 CONNECTICUT AVE NW 200H | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 |
| HOUSTON HILLEL | |||||||
| 1700 BISSONNET | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 |
| IVY CENTENNIAL FOUNDATION | |||||||
| 10736 JEFFERSON BLVD STE 635 | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $15,000 |
| UCLA FOUNDATION | |||||||
| PO BOX 7145 | PASADENA | CA | 911099903 | NONE | PUBLIC CHARITY | MEYER-KAIZER ROOSEVELT HIGH SCHOLARSHIP FUND | $15,000 |
| DOMESTIC VIOLENCE RESOURCE CENTER | |||||||
| 1735 VASSAR STREET | RENO | NV | 89502 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $14,000 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST 2000 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $12,000 |
| 826LA | |||||||
| 1714 W SUNSET BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| BLUE HILL BACH | |||||||
| PO BOX 428 | BLUE HILL | ME | 04614 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| JEWISH FAMILY SERVICE | |||||||
| 330 N FAIRFAX AVENUE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| LARCHMONTMAMARONECK HUNGER TASK FORCE | |||||||
| 955 MAMARONECK AVE | MAMARONECK | NY | 10543 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| MOSTLY MODERN PROJECTS | |||||||
| 433 COUNTY ROUTE 68 | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| MYRIADUSA | |||||||
| 551 5TH AVE SUITE 2400 | NEW YORK | NY | 10176 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| ROCKING THE BOAT | |||||||
| 812 EDGEWATER RD | BRONX | NY | 10474 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| SEPHARDIC TEMPLE TIFERETH ISRAEL | |||||||
| 10500 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| SOUTH BAY MUSICAL THEATER STUDIO | |||||||
| 13777 FRUITVALE AVE | SARATOGA | CA | 95070 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| THE GRIEF CENTER | |||||||
| 4125 CARLISLE BLVD NE | ALBUQUERQUE | NM | 87111 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| THE LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $10,000 |
| BOWDOIN COLLEGE | |||||||
| 255 MAINE STREET | BRUNSWICK | ME | 04011 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $7,500 |
| MARTHA'S VINEYARD HOSPITAL | |||||||
| 1 HOSPITAL RD | OAK BLUFFS | MA | 02557 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $7,500 |
| THE FURNITURE SHAREHOUSE | |||||||
| 3 LOOP RD BLDG 3 | WEST HARRISON | NY | 10604 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $7,500 |
| ZIA ELEMENTARY SCHOOL PTA | |||||||
| 440 JEFFERSON ST NE | ALBUQUERQUE | NM | 87108 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $7,500 |
| ABRAHAM JOSHUA HESCHEL DAY SCHOOL | |||||||
| 17701 DEVONSHIRE STREET | NORTHRIDGE | CA | 91325 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 8671 WILSHIRE BLVD STE 712 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| IMPACT CUBED | |||||||
| 441 SAXONY RD | ENCINITAS | CA | 92024 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| PO BOX 372050 | RESEDA | CA | 91337 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW SUITE 700 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| NORTH HOLLYWOOD HIGH SCHOOL | |||||||
| 5231 COLFAX AVE | NORTH HOLLYWOOD | CA | 91601 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| RICHSTONE FAMILY CENTER | |||||||
| 13634 CORDARY AVE | HAWTHORNE | CA | 90250 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| STANFORD ROWING ASSOCIATION | |||||||
| 1100 ALMA STREET STE 201 | MENLO PARK | CA | 940253344 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| STANFORD UNIVERSITY DEVELOPMENT SERVICES | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| WHITE PLAINS HOSPITAL FOUNDATION | |||||||
| 101 E POST RD | WHITE PLAINS | NY | 10601 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| YOUNG STORYTELLERS | |||||||
| 923 E 3RD STREET 307 | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| FRIENDS OF WONDERLAND | |||||||
| 8510 WONDERLAND AVENUE | LOS ANGELES | CA | 90046 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $4,500 |
| MARTHA'S VINEYARD COMMUNITY SERVICES | |||||||
| 111 EDGARTOWN RD | OAK BLUFFS | MA | 02557 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $3,000 |
| ASSOCIATION FOR JEWISH STUDIES | |||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 100116301 | NONE | PUBLIC CHARITY | TRAVEL AND PROGRAM COSTS | $2,000 |
| NEVADA ORGANIZED RETAIL CRIME ASSOCIATION | |||||||
| 5888 W SUNSET RD STE 200 | LAS VEGAS | NV | 89118 | NONE | PUBLIC CHARITY | OPERATING EXPENSES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,623,533 | 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 | $13,548 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $777,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,225,016 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,397 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,020,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,020,038 | 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 FEES | CategoryTxt |
| Amt | $24,084 | Amt |
| Net Investment Income | $12,042 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,042 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ML #2322 - BONDS | BondNm |
| EOY Book Value | $1,398,609 | EOYBookValueAmt |
| EOYFMV | $1,429,554 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML #2322 - STOCKS | $14,494,759 | $19,743,694 |
| ML #2322 - MUTUAL FUNDS | $8,497,605 | $10,206,431 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,228,510 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,209,876 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSET | Desc |
| BOY Book Value | $15,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $10,728 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $2,493 | $2,493 | $0 |
| INSURANCE | $7,291 | $3,646 | $3,645 |
| OFFICE EXPENSES | $7,053 | $705 | $6,348 |
| SUBSCRIPTIONS | $3,130 | $0 | $3,130 |
| WEBHOSTING | $27 | $0 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,397 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,397 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS RETURNED | Desc |
| Amt | $11,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $121,426 | $121,426 | $0 |
| CONSULTANT | $87,000 | $0 | $87,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $200 | $0 | $0 |
| FOREIGN TAX | $9,845 | $9,845 | $0 |