BINDER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BINDER FOUNDATION (EIN 95-4635806)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201723149349100632
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T18:10:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263534500 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WG&S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 8TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954635806 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BINDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIND | BusinessNameControlTxt |
| Phone | 3104738440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 SOUTH LAKE AVENUE NO 300 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON BINDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104738440 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HACIA | PreparerPersonNm |
| PTIN | P01376457 | PTIN |
| Phone | 3109541050 | PhoneNum |
| Preparation | 2017-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.216.185.156 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-03 | IPDt |
| IP Tm | 13:29:20 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3FE78AF5BA0E82E8C46AB1FF8E5B5D0396F60158 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3FE78AF5BA0E82E8C46AB1FF8E5B5D0396F60158 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,926,227 | 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 | $10 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $376 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $354,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $354,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $391,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,753,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $391,087 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,288 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,683 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $754,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $748,098 | 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 |
| Other Prof Fees Rev And Expnss | $67,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,735 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,596 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,690 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,331 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $992,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $992,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,073,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,331 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $999,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$318,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $673,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,226,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,052,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,052,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,360,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,197,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,504,311 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,842,369 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,861,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,342,136 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,382 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26,980 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,455,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,139,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,926,227 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,718 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,718 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,455,229 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,136,436 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,455,229 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,136,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,455,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,139,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,455,229 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$318,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,136,436 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,136,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,664,494 | $5,362,887 | $301,607 | $301,607 |
| CAPITAL GAINS DIVIDENDS | P | $89,480 | $89,480 | $89,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $391,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,128,564 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,556,086 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,031,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,102,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060334 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,099,402 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,423,626 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066940 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $784,576 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,216,560 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043069 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,363,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,005,749 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071760 | DistributionYr5Rt |
| Total Distribution | 0.306386 | TotalDistributionRt |
| Average Distribution | 0.061277 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,975,400 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,101,479 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,738 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,108,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $999,175 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,605 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,605 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,130 | OverpaymentAmt |
| Applied To ES Tax | $3,130 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WASSERMAN GROSSMAN SLOAN LLP | IndividualWithBooksNm |
| Phone | 3109541050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1760 | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 904061760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GORDON BINDER | ||||||||
| 225 SOUTH LAKE AVENUE SUITE 300 | PASADENA | CA | 91101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADELE BINDER | ||||||||
| 225 SOUTH LAKE AVENUE SUITE 300 | PASADENA | CA | 91101 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,838,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,410,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,249,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,249,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $273,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,975,400 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $898,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $898,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,475 | TotalTaxAmt |
| Distributable Before Adj | $885,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $885,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $885,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $999,175 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $999,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $999,175 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $885,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,787 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $286,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,903 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $267,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $820,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $999,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $885,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,880 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $934,767 | 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 | $60,787 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $873,980 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $286,647 | ExcessFromYear3Amt |
| Excess From Year2 | $205,903 | ExcessFromYear2Amt |
| Excess From Year1 | $267,550 | ExcessFromYear1Amt |
| Excess From Current Year | $113,880 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GORDON BINDER | ContributingManagerNm |
| Contributing Manager | ADELE BINDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS & SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381996 | NONE | PUBLIC CHARITABLE OR | DONATION | $3,000 | |
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITABLE OR | DONATION | $250,000 | |
| BABY2BABY | ||||||||
| 6435 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITABLE OR | DONATION | $2,770 | |
| BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES | ||||||||
| 3150 N SAN FERNANDO RD SUITE C | LOS ANGELES | CA | 90065 | NONE | PUBLIC CHARITABLE OR | DONATION | $500 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITABLE OR | DONATION | $90,000 | |
| CALTECH | ||||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | NONE | PUBLIC CHARITABLE OR | DONATION | $5,000 | |
| CHILDREN'S HOSPITAL OF LOS ANGELES | ||||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITABLE OR | DONATION | $10,000 | |
| DANA HALL SCHOOL | ||||||||
| 45 DANA ROAD | WELLESLEY | MA | 02482 | NONE | PUBLIC CHARITABLE OR | DONATION | $20,000 | |
| DETERMINED TO SUCCEED | ||||||||
| PO BOX 5363 | SANTA MONICA | CA | 90409 | NONE | PUBLIC CHARITABLE OR | DONATION | $15,000 | |
| DEXTER SCHOOL | ||||||||
| 20 NEWTON STREET | BROOKLINE | MA | 024457498 | NONE | PUBLIC CHARITABLE OR | DONATION | $20,000 | |
| EVERYCHILD FOUNDATION | ||||||||
| PO BOX 1808 | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITABLE OR | DONATION | $15,000 | |
| GREATER LOS ANGELES ZOO | ||||||||
| 5333 ZOO DRIVE | LOS ANGELES | CA | 900271498 | NONE | PUBLIC CHARITABLE OR | DONATION | $10,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | NONE | PUBLIC CHARITABLE OR | DONATION | $50,000 | |
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITABLE OR | DONATION | $2,000 | |
| JONATHAN CLUB CHARITABLE FUND | ||||||||
| 545 S FIGUEROA STREET | LOS ANGELES | CA | 900711704 | NONE | PUBLIC CHARITABLE OR | DONATION | $300 | |
| LA'S BEST | ||||||||
| 200 NORTH SPRING STREET SUITE M-120 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITABLE OR | DONATION | $30,500 | |
| LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 943056105 | NONE | PUBLIC CHARITABLE OR | DONATION | $25,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITABLE OR | DONATION | $150,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||
| 600 MEMORIAL DRIVE THIRD FL | CAMBRIDGE | MA | 021394819 | NONE | PUBLIC CHARITABLE OR | DONATION | $20,000 | |
| MUSIC FOR RELIEF | ||||||||
| 8820 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 | |
| OAKWOOD SCHOOL | ||||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 916013015 | NONE | PUBLIC CHARITABLE OR | DONATION | $250 | |
| PS ARTS | ||||||||
| 1728 ABBOTT KINNEY BOULEVARD SUITE | VENICE | CA | 90291 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 | 101 |
| SMILE TRAIN | ||||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 | |
| ST MONICA CATHOLIC CHURCH | ||||||||
| 725 CALIFORNIA AVENUE | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITABLE OR | DONATION | $2,500 | |
| THE COLBURN SCHOOL | ||||||||
| 200 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITABLE OR | DONATION | $47,000 | |
| THE GABRIELLA FOUNDATION | ||||||||
| 639 S COMMONWEALTH AVE STE B | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITABLE OR | DONATION | $500 | |
| THE HUNTINGTON | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | NONE | PUBLIC CHARITABLE OR | DONATION | $50,000 | |
| WILSHIRE BOULEVARD TEMPLE | ||||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 900102798 | NONE | PUBLIC CHARITABLE OR | DONATION | $28,350 | |
| ART SHARE LOS ANGELES | ||||||||
| 801 E 4TH PLACE | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,500 | |
| UCLA | ||||||||
| 10920 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITABLE OR | DONATION | $50,000 | |
| RACE TO ERASE MS | ||||||||
| 1875 CENTURY PART EAST SUITE 980 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,500 | |
| KEHILLAT ISRAEL | ||||||||
| 16019 SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITABLE OR | DONATION | $2,565 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC CHARITABLE OR | DONATION | $32,500 | |
| BEACH FUTBOL CLUB | ||||||||
| 2550 HAWTHORNE BLVD STE 1145 | TORRANCE | CA | 90505 | NONE | PUBLIC CHARITABLE OR | DONATION | $2,200 | |
| PACIFIC PALISADES CHAMBER OF COMMERCE | ||||||||
| 15330 ANTIOCH STREET | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITABLE OR | DONATION | $250 | |
| CHABAD LUBAVITCH OF DE | ||||||||
| 1811 SILVERSIDE ROAD | WILMINGTON | DE | 19810 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 | |
| FOUNDATION FOR LOS ANGELES COMMUNITY COLLEGES | ||||||||
| 770 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITABLE OR | DONATION | $25,000 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PLIGRIM ROAD | BOSTON | MA | 02215 | NONE | PUBLIC CHARITABLE OR | DONATION | $20,000 | |
| HAPPY TRAILS FOR KIDS | ||||||||
| 2525 OCEAN PARK BLVD SUITE 104 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITABLE OR | DONATION | $1,000 | |
| OCEAN PARK COMMUNITY CENTER | ||||||||
| 1453 16TH STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITABLE OR | DONATION | $50 | |
| CHILDREN'S INSTITUTE | ||||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITABLE OR | DONATION | $4,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $992,485 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,952 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,605 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $391,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $748,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,605 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $754,703 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN A/C# W71404-00-3 | $4,260,102 | $4,585,763 |
| JP MORGAN A/C# S65083-00-8 | $417,259 | $412,750 |
| JP MORGAN A/C# A75940-00-6 | $8,520,426 | $9,505,798 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS GLOBAL SEC OPP FUND | AT COST | $0 | $333,998 |
| JP MORGAN OFFSHORE HEDGE FUNDS | AT COST | $500,000 | $561,391 |
| JP MORGAN A/C# A75940-00-6 - OTHER ASSETS | AT COST | $2,361,587 | $2,446,747 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM STOCKBROKER | $18,500 | $0 | $0 |
| TRANSACTIONS IN TRANSIT | $6,882 | $26,980 | $26,980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $75 |
| INTERNAL REVENUE SERVICE | $6,605 | $0 | $6,605 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISC SEC LIT DISTRIBUTIONS | $1,683 | $1,683 | $1,683 |
| FEDERAL TAX REFUND | $6,605 | $0 | $6,605 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MS GLOBAL SEC OPP FUND | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,718 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES - JP MORGAN A/C# A75940-00-6 | $64,580 | $64,580 | $0 |
| INVESTMENT EXPENSES - JP MORGAN A/C# S65083-00-8 | $3,155 | $3,155 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $6,596 | Amt |
| Net Investment Income | $6,596 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |