BINDER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BINDER FOUNDATION (EIN 95-4635806)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349102795
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets 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 | 2019-11-13T19:29:25-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 815179315 | PreparerFirmEIN |
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 | 10990 WILSHIRE BLVD 8TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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) |
|---|---|---|
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 3104738440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH LAKE AVENUE NO 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 | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HACIA | PreparerPersonNm |
| PTIN | P01376457 | PTIN |
| Phone | 3109541050 | PhoneNum |
| Preparation | 2019-10-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.42.60.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 11:43:28 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 385470F70305039AE55F66A731F3117F97FB8072 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 81F44DC121522252C59EFFEBF290A0795A605ED1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,131,615 | 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 | $45,330 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,330 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $386,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $898,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,196,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $898,368 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,144 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,221 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,344,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,331,632 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,067 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,331 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,688 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,398 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $926,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $926,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,398 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $971,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $276,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,234 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $325,822 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,342 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,542,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,938,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,492,367 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $489,889 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $489,889 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $429,179 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,054,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $602,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $634,426 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,707 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,301 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,301 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,416,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,606,520 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,131,615 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $87,411 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $87,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $17,329,568 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,606,520 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,329,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,606,520 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,416,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,606,520 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,329,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $276,952 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,606,520 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,606,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,988,962 | $5,297,641 | $691,321 | $691,321 |
| CAPITAL GAINS DIVIDENDS | P | $207,047 | $207,047 | $207,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $898,368 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,064,869 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,506,837 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054590 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $999,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,975,400 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,128,564 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,556,086 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,031,885 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,102,849 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060334 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,099,402 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,423,626 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066940 | DistributionYr5Rt |
| Total Distribution | 0.301733 | TotalDistributionRt |
| Average Distribution | 0.060347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,737,472 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,251,444 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,352 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,263,796 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $971,146 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,923 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,923 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $357 | EsPenaltyAmt |
| Overpayment | $17,861 | OverpaymentAmt |
| Applied To ES Tax | $17,861 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GELFAND RENNERT FELDMAN LLC | IndividualWithBooksNm |
| Phone | 3109541050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1760 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904061760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON BINDER | ||||||||
| 225 SOUTH LAKE AVENUE SUITE 300 | PASADENA | CA | 91101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADELE BINDER | ||||||||
| 225 SOUTH LAKE AVENUE SUITE 300 | PASADENA | CA | 91101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,633,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $419,369 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,053,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,053,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,799 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,737,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,036,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,036,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,705 | TotalTaxAmt |
| Distributable Before Adj | $1,012,169 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,012,169 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,012,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $971,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $971,146 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $971,146 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,012,169 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $286,647 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $205,903 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $267,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,624 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $988,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $971,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $971,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41,023 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,023 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $947,581 | 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 | $245,624 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $701,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,903 | ExcessFromYear4Amt |
| Excess From Year3 | $267,550 | ExcessFromYear3Amt |
| Excess From Year2 | $113,880 | ExcessFromYear2Amt |
| Excess From Year1 | $114,624 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON BINDER | ContributingManagerNm |
| Contributing Manager | ADELE BINDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITABLE OR | DONATION | $45,000 |
| BABY2BABY | |||||||
| 6435 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITABLE OR | DONATION | $5,000 |
| CALTECH | |||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PUBLIC CHARITABLE OR | DONATION | $120,000 |
| CHILDREN'S HOSPITAL OF BOSTON | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITABLE OR | DONATION | $125,000 |
| DEXTER SOUTHFIELD | |||||||
| 20 NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITABLE OR | DONATION | $25,000 |
| GIVING BACK FUND | |||||||
| 5757 WEST CENTURY BLVD SUITE 410 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITABLE OR | DONATION | $500 |
| HAPPY TRAILS FOR KIDS | |||||||
| 2525 OCEAN PARK BLVD SUITE 104 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITABLE OR | DONATION | $875 |
| LA'S BEST | |||||||
| 300 NORTH SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITABLE OR | DONATION | $6,700 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE ROOM 66-342 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITABLE OR | DONATION | $80,000 |
| THE NEST SCHOOL | |||||||
| 103 NORTH ANITA AVENUE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITABLE OR | DONATION | $30,000 |
| THE WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | NONE | PUBLIC CHARITABLE OR | DONATION | $25,000 |
| UCLA | |||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITABLE OR | DONATION | $51,240 |
| VILLAGE SCHOOL | |||||||
| 780 SWARTHMORE AVENUE | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITABLE OR | DONATION | $31,000 |
| XAVIER COLLEGE PREPERATORY | |||||||
| 34-200 COOK STREET | PALM DESERT | CA | 92211 | NONE | PUBLIC CHARITABLE OR | DONATION | $200,000 |
| HARVARD MEDICAL SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITABLE OR | DONATIONDONATION | $105,000 |
| CHILD MIND INSTITUTE | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITABLE OR | DONATION | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITABLE OR | DONATION | $10,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC CHARITABLE OR | DONATION | $35,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITABLE OR | DONATION | $2,000 |
| A HEART FOR GUATEMALA | |||||||
| 945 WYOMING STREET | MISSOULA | MT | 59801 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,100 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | PUBLIC CHARITABLE OR | DONATION | $3,500 |
| KEHILLAT ISRAEL | |||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITABLE OR | DONATION | $7,500 |
| CURE SANFILIPPO FOUNDATION | |||||||
| PO BOX 6901 | COLUMBIA | SC | 29260 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 |
| NATUREBRIDGE | |||||||
| 28 GEARY STREET SUITE 650 | SAN FRANCISCO | CA | 94108 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 |
| VINCENT MEMORIAL HOSPITAL FOUNDATION | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITABLE OR | DONATION | $10,000 |
| WESTSIDE GUILD OF CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITABLE OR | DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $926,915 | 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 | $45,330 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,713 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,923 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $898,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,331,632 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,923 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,344,555 | 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 | NOT APPLICABLE | RelationshipStatementTxt |
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 | WASSERMAN, GROSSMAN & SLOAN, LLP | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $18,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W71404-00-3 | $150,500 | $133,000 |
| MORGAN STANLEY SMITH BARNEY | $339,389 | $296,179 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W71404-00-3 | $4,371,547 | $5,564,770 |
| JP MORGAN A/C# A75940-00-6 | $10,962,648 | $11,349,563 |
| MORGAN STANLEY SMITH BARNEY | $603,875 | $578,034 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN A/C# A75940-00-6 - OTHER ASSETS | AT COST | $590,926 | $622,434 |
| MS GLOBAL SEC OPP FUND | AT COST | $11,992 | $11,992 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSACTIONS IN TRANSIT | Desc |
| BOY Book Value | $4,707 | BOYBookValueAmt |
| EOY Book Value | $2,301 | EOYBookValueAmt |
| EOYFMV | $2,301 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS | $150 | $0 | $150 |
| INTERNAL REVENUE SERVICE | $38,071 | $0 | $38,071 |
| OTHER DEDUCTION | $59 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC SEC LIT DISTRIBUTIONS | $1,221 | $1,221 | $1,221 |
| FEDERAL TAX REFUND | $12,923 | $0 | $12,923 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MS GLOBAL SEC OPP FUND | Desc |
| BOY Book Value | $87,411 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES - JP MORGAN A/C# A75940-00-6 | $71,842 | $71,842 | $0 |
| INVESTMENT EXPENSES - JP MORGAN A/C# S65083-00-8 | $1,225 | $1,225 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $5,331 | Amt |
| Net Investment Income | $5,331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |