IRVING FEINTECH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- IRVING FEINTECH FAMILY FOUNDATION (EIN 95-4268946)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-30
- IRS object ID
- 201941509349100119
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-30T16:01:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO & HAWORTH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD SUITE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | 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 | 954268946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING FEINTECH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 3105530289 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE NO K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY FEINTECH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105530289 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS LAUG | PreparerPersonNm |
| PTIN | P00736574 | PTIN |
| Phone | 8184936650 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.33.86.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 10:55:26 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE356D0363C30F9DB28C037FA16D5DC46811A32D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE356D0363C30F9DB28C037FA16D5DC46811A32D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,030,404 | 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 | $40,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,869 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,207 | 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 | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $55 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,194 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,199 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,048 | CashBOYAmt |
| Cash EOY | $1,842 | CashEOYAmt |
| Cash EOYFMV | $1,842 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $982,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,127,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,127,186 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $664,337 | CorporateStockBOYAmt |
| Corporate Stock EOY | $562,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $901,376 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,652,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,691,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,030,404 | 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 | $1,652,004 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,691,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,652,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,691,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,652,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,691,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,652,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,738,262 | SubtotalAmt |
| Other Decreases | $47,124 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,691,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $181,782 | GrossSalesPriceAmt |
| Cost Or Other Basis | $53,913 | CostOrOtherBasisAmt |
| Gain Or Loss | $127,869 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $127,869 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,869 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,221,634 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,113 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,219,971 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030231 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $106,368 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,232,470 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047646 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,064 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,138,649 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,071,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,255,056 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.636361 | DistributionYr5Rt |
| Total Distribution | 0.794976 | TotalDistributionRt |
| Average Distribution | 0.158995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,071,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $329,328 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,665 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,993 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $80,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,331 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,331 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,331 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,677 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,677 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $654 | 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 | WENDY FEINTECH | IndividualWithBooksNm |
| Phone | 3105530289 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SOUTH BEVERLY DRIVE SUITE K | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY FEINTECH | ||||||||
| 321 SOUTH BEVERLY DRIVE SUITE K | BEVERLY HILLS | CA | 90212 | PRESIDENT & VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RONALD WILLIAM MARR | ||||||||
| 321 SOUTH BEVERLY DRIVE SUITE K | BEVERLY HILLS | CA | 90212 | SECRETARY AND TREASURER | 2.00 | $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 | $1,113,932 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $988,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,102,855 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,102,855 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,071,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,331 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,331 | TotalTaxAmt |
| Distributable Before Adj | $100,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $80,225 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $80,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,911,737 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $1,911,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,010 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,010 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,891,727 | 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 | $1,891,727 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA (AFIPO) | |||||||
| 5792 WEST JEFFERSON BOULEVARD | LOS ANGELES | CA | 90016 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $7,500 |
| CEDAR SINAI | |||||||
| 8700 BEVERLY BOULEVARD | W HOLLYWOOD | CA | 900481804 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $6,250 |
| FACING HISTORY | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $500 |
| SHEILA CAR HEALTH | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,500 |
| ST JOHN'S COLLEGE | |||||||
| 1160 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $16,000 |
| THE HARMONY PROJECT | |||||||
| 817 VINE STREET SUITE 212 | LOS ANGELES | CA | 90038 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $750 |
| THE UNITED STATES HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $6,250 |
| USC | |||||||
| 650 WEST MCCARTHY WAY SUITE 114 | LOS ANGELES | CA | 900892571 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| WALLIS ANNENBERG | |||||||
| 9390 SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $15,000 |
| WOMAN'S CANCER | |||||||
| 230 W MONROE ST STE 710 | CHICAGO | IL | 606064902 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,750 | 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 | $40,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $127,869 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,207 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,207 | 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 | $950 | Amt |
| Net Investment Income | $475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $562,110 | EOYBookValueAmt |
| EOYFMV | $901,376 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT - SECURITIES | Desc |
| Amt | $47,124 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING COSTS | $3 | $3 | $0 |
| MISCELLANEOUS EXPENSES | $1,191 | $1,191 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES AND LICENSES | $45 | $0 | $0 |
| FRANCHISE TAX BOARD | $10 | $0 | $0 |