BRESLAUER-SOREF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRESLAUER-SOREF FOUNDATION (EIN 20-2100908)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-10
- IRS object ID
- 201801619349100250
- Schema version
- 2017v2.3
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-10T07:05:16-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202100908 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Breslaeur Soref Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRES | BusinessNameControlTxt |
| Phone | 5623862640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5984 Spinnaker Bay Drive | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Breslauer | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-06-10 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Hirsch | PreparerPersonNm |
| Preparation | 2018-06-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,936,637 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $155,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $353,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,942,871 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $353,606 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $509,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,439 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,363 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $54,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,944 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $600,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $600,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $658,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $600,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$149,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $454,418 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Government Obligations BOY | $401,589 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,501,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,917,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,917,024 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,692,341 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,019,613 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,019,613 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,595,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,936,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,936,637 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $54,768 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $54,768 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,595,667 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,881,869 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,595,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,881,869 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,595,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,936,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,595,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$149,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $435,295 | OtherIncreasesAmt |
| Subtotal | $7,881,869 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,881,869 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Account 2026 | P | 2017-01-01 | 2017-12-31 | $1,406,494 | $1,401,680 | $4,814 | $4,814 |
| Account 2026 | P | 2016-01-01 | 2017-12-31 | $372,865 | $265,867 | $106,998 | $106,998 |
| Account 2028 | P | 2017-01-01 | 2017-12-31 | $1,908,824 | $1,887,483 | $21,341 | $21,341 |
| Account 2028 | P | 2016-01-01 | 2017-12-31 | $139,305 | $106,334 | $32,971 | $32,971 |
| Account 2029 | P | 2017-01-01 | 2017-12-31 | $144,611 | $124,239 | $20,372 | $20,372 |
| Account 2029 | P | 2016-01-01 | 2017-12-31 | $310,996 | $243,390 | $67,606 | $67,606 |
| Account 2029 | P | 2016-01-01 | 2017-12-31 | $24,618 | $21,245 | $3,373 | $3,373 |
| Account 2030 | P | 2017-01-01 | 2017-12-31 | $249 | $267 | -$18 | -$18 |
| Account 2030 | P | 2016-01-01 | 2017-12-31 | $97 | $101 | -$4 | -$4 |
| Account 2031 | P | 2017-01-01 | 2017-12-31 | $625,038 | $645,717 | -$20,679 | -$20,679 |
| Account 2031 | P | 2016-01-01 | 2017-12-31 | $285,331 | $179,060 | $106,271 | $106,271 |
| Account 2033 | P | 2017-01-01 | 2017-12-31 | $51,030 | $51,886 | -$856 | -$856 |
| Account 2033 | P | 2016-01-01 | 2017-12-31 | $18,333 | $18,616 | -$283 | -$283 |
| Account 2034 | P | 2017-01-01 | 2017-12-31 | $592,592 | $578,114 | $14,478 | $14,478 |
| Account 2034 | P | 2016-01-01 | 2017-12-31 | $789,374 | $804,040 | -$14,666 | -$14,666 |
| Account C439 | P | 2016-01-01 | 2017-12-31 | $273,114 | $261,226 | $11,888 | $11,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $353,606 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $39,452 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $690,196 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,513,548 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.091860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $695,173 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,278,526 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.083973 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $742,116 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,294,249 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.079847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $695,794 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,835,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.070746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $552,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,752,857 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.056696 | DistributionYr5Rt |
| Total Distribution | 000.383122 | TotalDistributionRt |
| Average Distribution | 000.076624 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,478,207 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $573,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,544 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $577,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $600,927 | 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 | $4,544 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,544 | SubtotalAmt |
| Tax Based On Investment Income | $4,544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,558 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,558 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $10,558 | OriginalReturnTaxPaidAmt |
| Overpayment | $6,014 | OverpaymentAmt |
| Applied To ES Tax | $6,014 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | na | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Breslauer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5623862640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5984 Spinnaker Bay | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
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 |
|---|---|---|---|---|---|---|
| James M Breslauer | ||||||
| 5984 Spinnaker Bay Dr | Long Beach | CA | 90803 | President | 010.00 | $0 |
| Elizabeth H Breslauer | ||||||
| 5984 Spinnaker Bay Dr | Long Beach | CA | 90803 | Secretary | 002.00 | $0 |
| Frank C Parlato | ||||||
| 5984 Spinnaker Bay Dr | Long Beach | CA | 90803 | Treasurer | 002.00 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2049 Century Park East | AddressLine1Txt |
| City | Century City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $54,943 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,592,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,592,088 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,592,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,478,207 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,544 | TotalTaxAmt |
| Distributable Before Adj | $369,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $369,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $369,366 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $600,927 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $600,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,544 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $596,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $369,366 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $69,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $216,807 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,607 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $316,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,179,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $600,927 | QualifyingDistributionsAmt |
| Applied To Current Year | $369,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $231,561 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,410,944 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $69,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,341,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $216,807 | ExcessFromYear4Amt |
| Excess From Year3 | $289,016 | ExcessFromYear3Amt |
| Excess From Year2 | $287,607 | ExcessFromYear2Amt |
| Excess From Year1 | $316,073 | ExcessFromYear1Amt |
| Excess From Current Year | $231,561 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Associates of Ben Gurion University | ||||||
| 1001 Avenue of the Americas | New York | NY | 10018 | PC | General Support | $251,000 |
| Assistance League of Long Beach | ||||||
| 6220 East Spring Street | Long Beach | CA | 90815 | PC | General Support | $17,632 |
| Jewish Community Foundation of Long Beach | ||||||
| 3081 E Willow Street | Long Beach | CA | 90815 | PC | General Support | $32,000 |
| Jewish Federation of Long Beach | ||||||
| 3081 E Willow Street | Long Beach | CA | 90815 | PC | Jewish Family and Childrens Services | $5,000 |
| Jewish Federation of Long Beach | ||||||
| 3081 E Willow Street | Long Beach | CA | 90815 | PC | Beach Hillel | $35,000 |
| Jewish Federation of Long Beach | ||||||
| 3081 E Willow Street | Long Beach | CA | 90815 | PC | Legacy for Leadership | $25,000 |
| Jewish Federation of Long Beach | ||||||
| 3081 E Willow Street | Long Beach | CA | 90815 | PC | General Support | $75,000 |
| The Washington Institute | ||||||
| 1825 L Street NW 1050 | Washington | DC | 20036 | PC | General Support | $70,900 |
| Jewish Community Foundation of Los Angeles | ||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | PC | General Support | $15,000 |
| Music Theater West | ||||||
| 4350 E 7th Street | Long Beach | CA | 90804 | PC | General Support | $8,300 |
| Project Ijithad | ||||||
| 295 Lafayette Street | New York | NY | 10012 | PC | General Support | $25,000 |
| Long Beach Ronald McDonald House | ||||||
| 500 E 27th St | Long Beach | CA | 90806 | PC | General Support | $11,095 |
| Long Beach Day Nursery | ||||||
| 3965 N Bellflower | Long Beach | CA | 90808 | PC | General Support | $5,000 |
| Orange County Community Housing Corporation | ||||||
| 2024 N Broadway | Santa Ana | CA | 92706 | PC | General Support | $10,000 |
| Institute for Southern Jewish Life | ||||||
| 4915 I-55 Suite 100 | Jackson | MS | 39206 | PC | General Support | $5,000 |
| World Union for Progressive Judaism | ||||||
| 633 Third Avenue | New York | NY | 10017 | PC | General Support | $5,000 |
| Los Angeles Family House | ||||||
| 7843 Lankershim Blvd | North Hollywood | CA | 91605 | PC | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $600,927 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Associates of Ben Gurion University | ||||||
| 1001 Avenue of the Americas | New York | NY | 10018 | PC | General Support | $2,000,000 |
| The Washington Institute | ||||||
| 1825 L Street NW 1050 | Washington | DC | 20036 | PC | General Support | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,833 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $353,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $509,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,439 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Services | CategoryTxt |
| Amt | $2,363 | Amt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Equities | StockNm |
| EOY Book Value | $2,917,024 | EOYBookValueAmt |
| EOYFMV | $2,917,024 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Money Market Funds | $809,128 | $514,232 | $514,232 |
| Altermative Investments | $627,151 | $711,140 | $711,140 |
| Dividends and Interest Receivable | $1,469 | $1,540 | $1,540 |
| Fixed Income Funds | $436,927 | $436,927 | |
| Mutual Funds | $3,254,593 | $3,343,433 | $3,343,433 |
| Options | $12,341 | $12,341 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Filing Fees | $35 | |
| Misc | $263 | $77 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Difference Between Tax and Book Income | Desc |
| Amt | $435,295 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Trades Payable | Desc |
| EOY Book Value | $54,768 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $54,944 | Amt |
| Net Investment Income | $54,944 | NetInvestmentIncomeAmt |