JACK SCHWARTZMAN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACK SCHWARTZMAN FAMILY FOUNDATION (EIN 20-1340382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349103930
- 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 Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T17:56:48-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954346929 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGSH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BOULEVARD SUITE 305 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914362006 | 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 | 201340382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK SCHWARTZMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LGSH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 8187830570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LGSH LLP-16530 VENTURA BL 305 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALIA SCHWARTZMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8187830750 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL M HOWARD | PreparerPersonNm |
| PTIN | P00285594 | PTIN |
| Phone | 8187830570 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.60.177.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 15:16:00 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5BC2741781E43BED3607CE76B88C1A5DB4C0DD62 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 630664E1ABE83A2F6F7C1DBD8A467BD8746B832B | 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 | $699,636 | 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 |
| Dividends Rev And Expnss | $7,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,041 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $29,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,506 | 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 | $269 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $269 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,502 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,015 | CashBOYAmt |
| Cash EOY | $8,839 | CashEOYAmt |
| Cash EOYFMV | $8,839 | CashEOYFMVAmt |
| Corporate Stock BOY | $377,553 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,362 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $690,797 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $508,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $496,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $699,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $508,568 | RetainedEarningBOYAmt |
| Retained Earning EOY | $496,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $508,568 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $496,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $508,568 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $496,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $508,568 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $496,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $496,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WFA - 400 SHS LAM RESEARCH CORP | P | 2018-01-29 | 2018-05-04 | $77,286 | $78,935 | -$1,649 | -$1,649 |
| WFA - 1000 SHS MONSTER BEVERAGE CORP | P | 2017-12-13 | 2018-03-01 | $55,348 | $63,910 | -$8,562 | -$8,562 |
| WFA - 900 SHS APOLLO GLOBAL MGMT | P | 2018-03-01 | 2018-07-18 | $32,320 | $29,333 | $2,987 | $2,987 |
| WFA - 200 SHS APPLE INC | P | 2011-10-12 | 2018-10-23 | $40,978 | $11,614 | $29,364 | $29,364 |
| K-1 APOLLO GLOBAL MGMT | P | 2018-03-01 | 2018-07-18 | $99 | -$99 | -$99 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,604 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $709,611 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047356 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,718 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $629,967 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059873 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,812 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $682,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051021 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,654 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $787,507 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,819 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $728,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045031 | DistributionYr5Rt |
| Total Distribution | 0.249825 | TotalDistributionRt |
| Average Distribution | 0.049965 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $717,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,870 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,869 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $295 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $295 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $295 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $295 | TaxDueAmt |
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 | TALIA SHIRE SCHWARTZMAN | IndividualWithBooksNm |
| Phone | 8187830570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BLVD 305 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALIA SHIRE SCHWARTZMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BLVD 305 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $658,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $728,845 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $728,845 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,933 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $717,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $295 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $295 | TotalTaxAmt |
| Distributable Before Adj | $35,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $295 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,574 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,645 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,869 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,645 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,623 | 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 | $4,623 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TALIA SHIRE SCHWARTZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| GABRIELLA AXELROD EDUCATION FOUNDATION | |||||||
| 9460 WILSHIRE BLVD STE 600 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| YALE SCHOOL OF DRAMA | |||||||
| 149 YORK STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| EUGENE O'NEIL FOUNDATION | |||||||
| PO BOX 402 | DANVILLE | CA | 94526 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $500 |
| COALITION FOR PET SAFETY | |||||||
| 8581 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | GENERAL FUNDGENERAL FUND | $1,000 |
| UCLA SCHOOL OF LAW | |||||||
| 385 CHARLES E YOUNG DRIVE EAST | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| THE ACTORS FUND | |||||||
| 729 SEVENTH AVE 10TH FL | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CEDARS SINAI HOSPICE CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| KCET | |||||||
| 2900 WEST ALAMEDA AVE | BURBANK | CA | 91505 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| PBS | |||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| SALVATION ARMY | |||||||
| 6300 SEPULVEDA BLVD | VAN NUYS | CA | 91411 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| SANTA FE INSTITUTE | |||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| OAKWOOD SCHOOL ANNUAL FUND | |||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| SPCA LA | |||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 |
| UCLA FOUNDATION INTERVENTION PROGRAM | |||||||
| 1000 VETERAN AVE SUITE 23-10 | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | NONE | PUBLIC CHARITY | GENERAL FUND | $200 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| FOUNDATION FOR AFRICAN MEDICINE AND EDUCATION | |||||||
| 4553 CRIMSONWOOD DRIVE | REDDING | CA | 96001 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MPFT FOUNDATION | |||||||
| 23388 MULHOLLAND DRIVE | WOODLAND HILLS | CA | 91364 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| WDC (WHALE & DOLPHIN CONSERVATION | |||||||
| 7 NELSON STREET | PLYMOUTH | MA | 02360 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,232 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,041 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,506 | 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 | CategoryTxt |
| Amt | $269 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $269 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO MANAGED ASSETS | StockNm |
| EOY Book Value | $487,362 | EOYBookValueAmt |
| EOYFMV | $690,797 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 APOLLO - OTHER PORTFOLIO INC. | $1 | $1 | $1 |
| K-1 APOLLO - OTHER INCOME | $232 | $232 | $232 |