FELTHEIMER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FELTHEIMER FAMILY FOUNDATION (EIN 86-1437492)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349102110
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T13:03:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954653786 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROUND CONTROL BUSINESS MANAGEMENT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PK E 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861437492 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FELTHEIMER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FELT | BusinessNameControlTxt |
| Phone | 3106943734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST STE 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE FELTHEIMER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3108820126 | PhoneNum |
| Signature | 2025-11-11 | 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 | ROBERT HARABEDIAN | PreparerPersonNm |
| PTIN | P00179811 | PTIN |
| Phone | 3103156200 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $19,714,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $759,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $759,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,672,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,935 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$149,566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $673,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $823,193 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $10,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,115 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,115 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,049 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,049 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,727 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,821 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,525 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,215 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $492,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $180,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $756,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,060,345 | CashBOYAmt |
| Cash EOY | $740,901 | CashEOYAmt |
| Cash EOYFMV | $740,901 | CashEOYFMVAmt |
| Corporate Stock BOY | $14,976,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,655,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,973,846 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,036,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,396,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,714,747 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,848 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $16,032,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,396,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,032,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,396,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,036,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,396,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,032,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $180,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,183,665 | OtherIncreasesAmt |
| Subtotal | $18,396,594 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,396,594 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN - 3001 | 2024-01-01 | 2024-12-31 | $777,333 | $761,279 | $16,054 | $16,054 |
| JP MORGAN - 3001 | 2023-01-01 | 2024-12-31 | $2,730,984 | $2,721,125 | $9,859 | $9,859 |
| JP MORGAN - 3001 NON-REPORTABLE ADJUSTMENT | 2024-01-01 | 2024-12-31 | -$8 | -$8 | ||
| JP MORGAN - 5005 | 2024-01-01 | 2024-12-31 | $26,307 | $26,377 | -$70 | -$70 |
| JP MORGAN - 5005 | 2023-01-01 | 2024-12-31 | $136,387 | $130,842 | $5,545 | $5,545 |
| JP MORGAN - 5005 NON-COVERED | 2023-01-01 | 2024-12-31 | $1,330 | $1,330 | $1,330 | |
| JP MORGAN - 3001 CAP GAIN DISTRIBUTION | 2023-01-01 | 2024-12-31 | $31,225 | $31,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,935 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,925 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,925 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,584 | 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 | NV | 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 | FELTHEIMERFAMILYFOUNDATION | WebsiteAddressTxt |
| Individual With Books | FELTHEIMER FAMILY FOUNDATION - TANI | IndividualWithBooksNm |
| Phone | 3106943734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 CENTURY PARK EAST STE 1400 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JON FELTHEIMER | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| LAURIE FELTHEIMER | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | CO-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JILLIAN MORGAN | ||||||||
| 2049 CENTURY PARK EAST 1400 | LOS ANGELES | CA | 90067 | DIRECTOR | 40.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FELTHEIMER FAMILY FOUNDATION MAKES GRANTS TO ORGANIZATIONS. THE FOUNDATION DOES NOT CONDUCT SEPARATE CHARITABLE ACTIVITIES. SEE PART XV FOR THE LIST OF CURRENT YEAR CHARITABLE CONTRIBUTIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $18,599,885 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $649,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,249,416 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,249,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,960,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $948,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $948,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,509 | TotalTaxAmt |
| Distributable Before Adj | $937,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $937,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $937,525 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $418,337 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $937,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $279,791 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $279,791 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $798,979 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KEHILLAT ISRAEL RECONSTRUCTIONIST CONGREGATION OF PACIFIC PALISADES | |||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | IN SUPPORT OF NEEDY CHILDREN TO COMBAT ANTI-SEMITISM | $54,750 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | NONE | PC | TO SUPPORT UNDERSERVED CHILDREN IN ACADEMY | $14,875 |
| GOFUNDME COACH HUMP | |||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | TO SUPPORT NEEDY CHILDREN | $2,803 |
| WOMEN'S CANCER RESEARCH FUND OF BCRF | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | PC | TO SUPPORT CANCER RESEARCH | $1,000 |
| A PURPOSEFUL RESCUE | |||||||
| 1122 CARMONA AVE | LOS ANGELES | CA | 90019 | NONE | PC | TO SUPPORT OTHER CHARITIES | $500 |
| BABY2BABY | |||||||
| 5830 W JEFFERSON BLVD 200 | LOS ANGELES | CA | 90016 | NONE | PC | TO SUPPORT NEEDY CHILDREN | $50,000 |
| BEL AIR CHURCH | |||||||
| 16221 MULHOLLAND DR | LOS ANGELES | CA | 90049 | NONE | PC | TO SUPPORT RELIGIOUS ORGANIZATIONS | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 1845 PONTIUS AVE | LOS ANGELES | CA | 90025 | NONE | PC | TO SUPPORT OTHER CHARITIES | $523 |
| CHILDREN'S HOSPITAL OF LOS ANGELES | |||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PC | TO SUPPORT NEEDY CHILDREN | $1,000 |
| EVERY MOTHER COUNTS | |||||||
| 333 HUDSON ST 1006 | NEW YORK | NY | 10013 | NONE | PC | TO SUPPORT OTHER CHARITIES | $5,000 |
| HUMAN RIGHTS WATCH | |||||||
| 2450 COLORADO AVE STE 100E | SANTA MONICA | CA | 90404 | NONE | PC | TO SUPPORT OTHER CHARITIES | $10,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | FOR EDUCATION | $25,000 |
| INSTITUTE FOR THERAPY THROUGH THE ARTS | |||||||
| 2130 GREEN BAY RD | EVANSON | IL | 60201 | NONE | PC | FOR EDUCATION | $20,000 |
| JEWISH FAMILY SERVICE OF LOS ANGELES | |||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PC | TO SUPPORT RELIGIOUS ORGANIZATIONS | $10,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | FOR COMMUNITY SUPPORT | $5,000 |
| NEW YORK UNIVERSITY GIFT ACCOUNT | |||||||
| 547 LAGUARDIA PLACE | NEW YORK | NY | 10012 | NONE | PC | FOR EDUCATION | $25,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| ONE PARK AVE 9TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | FOR COMMUNITY SUPPORT | $25,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY ST STE 1700 | NEW YORK | NY | 10004 | NONE | PC | TO COMBAT ANTI-SEMITISM | $2,500 |
| PALEY CENTER FOR MEDIA | |||||||
| 25 W 52ND ST | NEW YORK | NY | 10019 | NONE | PC | FOR COMMUNITY SUPPORT | $5,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD STE 1550 | LOS ANGELES | CA | 90017 | NONE | PC | TO SUPPORT NEEDY CHILDREN | $5,236 |
| THE BREAST CANCER RESEARCH FOUNDATION INC | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | PC | TO SUPPORT CANCER RESEARCH | $25,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | NONE | PC | TO SUPPORT UNDERSERVED CHILDREN IN ACADEMY | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,187 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $759,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,935 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|
| PAYROLL EXPENSE REFUND | $4,554 |
| IRS REFUND | $179 |
| UNREALIZED GAIN/LOSS | -$154,299 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$149,566 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $823,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $673,627 | 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 | 1 | LineNumberTxt |
| Relationship Statement | THE FELTHEIMER FAMILY FOUNDATION MAKES GRANTS TO ORGANIZATIONS. | 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 | ACCOUNTING | CategoryTxt |
| Amt | $30,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN SECURITIES # 3001 | $16,079,642 | $17,353,009 |
| JP MORGAN SECURITIES # 5005 | $876,051 | $909,422 |
| JP MORGAN SECURITIES # 7003 | $700,000 | $711,415 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,049 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,049 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST PAID | Desc |
| Revenue And Expenses Per Books | $395 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $395 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PAYROLL EXPENSE REFUND | $4,554 | $4,554 |
| IRS REFUND | $179 | $179 |
| UNREALIZED GAIN/LOSS | -$154,299 | -$154,299 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,183,665 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL CLEARING | Desc |
| BOY Book Value | $4,848 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES / BANK CHARGES | $76,727 | $66,727 | $10,000 |
| PAYROLL FEES | $404 | $0 | $404 |
| AWARENESS & PROGRAM EXPENSES | $16,177 | $0 | $16,177 |
| TECHNOLOGY | $240 | $0 | $240 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,215 | $0 | $9,215 |
| TAXES WITHHELD-FOREIGN | $7,210 | $0 | $0 |
| LICENSES AND FEES | $100 | $0 | $0 |