LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-17
IRS object ID: 201741379349100724
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
Accounting Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-17T12:53:58-07:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Gerber & Co Inc	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1880 CENTURY PARK EAST SUITE 200	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	900671602	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	201380310	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LISA AND MAURY FRIEDMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LISA	BusinessNameControlTxt
Phone	8188653000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	29480 BERTRAND DRIVE	AddressLine1Txt
City	AGOURA HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LISA FRIEDMAN	PersonNm
Person Title	President	PersonTitleTxt
Signature	2017-05-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Selwyn Gerber	PreparerPersonNm
PTIN	P00049523	PTIN
Phone	3105521600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$896,993	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	$130	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$62	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$62	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$21,499	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$21,499	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$12,025	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$744,688	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$12,025	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,292	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$2,292	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$36,008	TotalRevAndExpnssAmt
Total Net Invst Incm	$35,878	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,195	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,195	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$21,852	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$12,852	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$9,000	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$414	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$414	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$12,389	TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss	$2,521	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$2,521	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$39,371	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$15,461	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$11,521	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$325,339	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$325,339	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$364,710	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$15,461	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$336,860	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$328,702	ExcessRevenueOverExpensesAmt
Net Investment Income	$20,417	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,394	CashBOYAmt
Cash EOY	$3,061	CashEOYAmt
Cash EOYFMV	$3,061	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$7,444	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$7,324	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$7,324	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$1,219,656	CorporateStockBOYAmt
Corporate Stock EOY	$888,570	CorporateStockEOYAmt
Corporate Stock EOYFMV	$886,608	CorporateStockEOYFMVAmt
Total Assets BOY	$1,228,494	TotalAssetsBOYAmt
Total Assets EOY	$898,955	TotalAssetsEOYAmt
Total Assets EOYFMV	$896,993	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$1,178	AccountsPayableBOYAmt
Accounts Payable EOY	$159	AccountsPayableEOYAmt
Total Liabilities BOY	$1,178	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$159	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$1,227,316	RetainedEarningBOYAmt
Retained Earning EOY	$898,796	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,227,316	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$898,796	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,228,494	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$898,955	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,227,316	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$328,702	ExcessRevenueOverExpensesAmt
Other Increases	$182	OtherIncreasesAmt
Subtotal	$898,796	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$898,796	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN	P	2016-01-01	2016-01-01	$179,985	$184,621	-$4,636	-$4,636
BERNSTEIN	P	2015-01-01	2016-12-31	$564,678	$548,042	$16,636	$16,636
cash in lieu	P	2015-01-01	2016-12-31	$25		$25	$25

Field	Value	IRS element (for citing)
Capital Gain Net Income	$12,025	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$71,665	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,432,715	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.05002	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$158,311	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,735,397	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.09123	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$140,901	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,786,632	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.07886	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$179,071	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,808,259	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.09903	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$242,534	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,970,963	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.12305	DistributionYr5Rt
Total Distribution	0.442193	TotalDistributionRt
Average Distribution	0.088439	AverageDistributionRt
Net Vl Noncharitable Assets	$990,336	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$87,584	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$204	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$87,788	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$336,860	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	$204	InvestmentIncomeExciseTaxAmt
Subtotal	$204	SubtotalAmt
Tax Based On Investment Income	$204	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$868	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$868	TotalPaymentsAndCreditsAmt
Overpayment	$664	OverpaymentAmt
Applied To ES Tax	$664	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
Form990 T Filed	false	Form990TFiledInd
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
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
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	WWW.FRIEDMANFOUNDATION.NET	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	LISA FRIEDMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8189917914	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	29480 BERTRAND DRIVE	AddressLine1Txt
City	AGOURA HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91301	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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

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
LISA FRIEDMAN
29480 BERTRAND DRIVE	AGOURA HILLS	CA	91301	President	5.00	$0
MAURY FRIEDMAN
29480 BERTRAND DRIVE	AGOURA HILLS	CA	91301	Director	2.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$974,350	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$31,067	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,005,417	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,005,417	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$15,081	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$990,336	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$49,517	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$49,517	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$204	TaxBasedOnInvestmentIncomeAmt
Total Tax	$204	TotalTaxAmt
Distributable Before Adj	$49,313	DistributableBeforeAdjAmt
Distributable Before Ded	$49,313	DistributableBeforeDedAmt
Distributable As Adjusted	$49,313	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$336,860	ExpensesAndContributionsAmt
Qualifying Distributions	$336,860	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$204	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$336,656	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$49,313	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$145,026	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$89,033	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$52,720	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$72,837	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$29	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$359,645	TotalExcessDistributionCyovAmt
Qualifying Distributions	$336,860	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$49,313	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$287,547	RemainingDistriFromCorpusAmt
Total Corpus	$647,192	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$145,026	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$502,166	ExcessDistriCyovToNextYrAmt
Excess From Year4	$89,033	ExcessFromYear4Amt
Excess From Year3	$52,720	ExcessFromYear3Amt
Excess From Year2	$72,837	ExcessFromYear2Amt
Excess From Year1	$29	ExcessFromYear1Amt
Excess From Current Year	$287,547	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LISA AND MAURY FRIEDMAN FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	29480 BERTRAND DRIVE	AddressLine1Txt
City	AGOURA HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91301	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8188653000	RecipientPhoneNum
Recipient Email Address	LISA@FRIEDMANFOUNDATION.NET	RecipientEmailAddressTxt
Form And Info And Materials	APPLICATIONS ARE TO BE SUBMITTED BY EMAIL TO LISA@FRIEDMANFOUNDATION.NETINFORMATION TO BE SUBMITTED IS TO FOLLOW THE SPECIFIC INSTRUCTIONS AND FORM AS PROVIDED ON THE ORGANIZATION'S WEBSITE. THIS IS TO INCLUDE DETAILED INFORMATION IN THE COVER SHEET, BACKGROUND OF THE ORGANIZATION, FUNDING REQUEST WITH PROJECT DESCRIPTION, EVALUATION, AND OTHER SPECIFIC ATTACHMENTS AS LISTED.	FormAndInfoAndMaterialsTxt
Submission Deadlines	SEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1ST	SubmissionDeadlinesTxt
Restrictions On Awards	ALL AWARDS ARE AT THE SOLE DISCRETION OF THE FOUNDATION BOARD. APPLICANTS MUST BE CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, AND AS PUBLIC CHARITIES UNDER SECTION 509(A)OF THAT CODE.GRANTS WILL BE CONSIDERED FOR PROJECTS IN THE RANGE OF $1,000-$10,000. THE FOUNDATION DOES NOT FUND INDIVIDUALS, CAPITAL CAMPAIGNS, DEBT REDUCTION OR ANNUAL FUND DRIVES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Conejo Valley Friendship Circle
30345 Canwood St	Agoura Hills	CA	91301	N/A	PC	General & Unrestricted	$5,000
American Friends of the Heschel Cen
2419 John F Kennedy Boulevard	Jersey City	NJ	07304	N/A	PC	Green Network: David Dunetz	$5,000
Beacon Hebrew Alliance
331 Verplanck Ave PO Box 7	Beacon	NY	12508	N/A	PC	Preschool Garden	$250
California Community Foundation
10880 Wilshire Blvd Ste 2240	Los Angeles	CA	90024	N/A	PC	The Working Nation - Fund #FS075	$10,000
Chabad on Montana
1112 Montana Suite D	Santa Monica	CA	90403	N/A	PC	Max Friedman Pledge	$2,480
Eden Village Camp
392 Dennytown	Putnam Valley	NY	10579	N/A	PC	General & Unrestricted	$2,500
FJC- A Foundation of Philanthropic
520 Eighth Ave 20th Floor	New York	NY	10018	N/A	PC	The Jerusalem Green Fund	$500
Friends of Eliya - USA
31324 Via Colinas 118	Westlake Village	CA	91362	N/A	PC	Building Fund	$250,000
Friends of Eliya - USA
31324 Via Colinas 118	Westlake Village	CA	91362	N/A	PC	General & Unrestricted	$10,000
IKAR
5870 W Olympic Blvd	Los Angeles	CA	90036	N/A	PC	General & Unrestricted	$100
Indiegogo
965 Mission	San Francisco	CA	94103	N/A	PC	Muslim & Jewish Youth Circle of Courage	$500
Jewish Farm School
5020 Cedar Ave	Philadlephia	PA	19143	N/A	PC	General & Unrestricted	$2,500
Jewish Funders Network
150 W 30th St	New York	NY	10001	N/A	PC	General & Unrestricted	$850
Jewish Jumpstart
1801 Avenue of the Stars Suite 210	Los Angeles	CA	90067	N/A	PC	Torah Trek	$1,000
Jewish National Fund
7120 Hayvenhurst Ave Suite 200	Van Nuys	CA	91406	N/A	PC	Arava Institute	$5,000
Jewish National Fund
7120 Hayvenhurst Ave Suite 200	Van Nuys	CA	91406	N/A	PC	Sponsor Walking Water Pilgrimage	$3,000
Leukemia Lymphoma Society
3 International Drive Suite 200	Ryebrook	NY	10573	N/A	PC	General & Unrestricted	$100
Maccabi Athletic Club
2362 Sturgis Rd Unit A	Oxnard	CA	93030	N/A	PC	General & Unrestricted	$1,500
Network for Good
1140 Connecticut Ave NW Suite 700	Washington	DC	20036	N/A	PC	General & Unrestricted	$1,000
Network for Good
1140 Connecticut Ave NW Suite 700	Washington	DC	20036	N/A	PC	Community Partners	$109
NRDC New York
40 West 20th Street	New York	NY	10011	N/A	PC	General & Unrestricted	$100
PEF Israel Endowment Funds Inc
630 Third Street Suite 1501	New York	NY	10017	N/A	PC	Association for Children at Risk	$5,000
Parent Revolution
315 W 9th Street Ste 904	Los Angeles	CA	90015	N/A	PC	Community Outreach Materials	$3,500
Phildelphia Children's Alliance
300 E Hunting Park Ave	Philadelphia	PA	19124	N/A	PC	General & Unrestricted	$500
ReGeneration
29476 Lake Vista Drive	Agoura Hills	CA	91301	N/A	PC	Early Childhood Education Conference	$1,000
ReGeneration
29476 Lake Vista Drive	Agoura Hills	CA	91301	N/A	PC	General & Unrestricted	$546
Shalom Institute Camp and Conferenc
34342 Mulholland Hwy	Malibu	CA	90265	N/A	PC	Bee Education Program	$5,000
Target
20801 Ventura Blvd	Woodland Hills	CA	91364	N/A	PC	Back to School Donation	$254
Wikimediaorg
149 New Montgomery Street Floor 6	San Francisco	CA	94105	N/A	PC	General & Unrestricted	$50
Wilderness Torah
2095 Rose Street Suite 202	Berkeley	CA	94709	N/A	PC	General & Unrestricted	$2,500
YouthBridge Community Foundation
12685 Olive Blvd St	Louis	MO	63141	N/A	PC	We Stories Fund	$5,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$325,339	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$62	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,499	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,292	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$12,025	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$35,878	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$35,878	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 FEES	CategoryTxt
Amt	$2,195	Amt
Net Investment Income	$2,195	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$216	$216
DUES & SUBSCRIPTIONS	$714	$714
INSURANCE-LIABILITY/GENL	$840	$840
LICENSES & PERMITS	$30	$30
OFFICE EXPENSES	$320	$320
POSTAGE & DELIVERY	$401	$401

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Other Investment Income	Desc
Revenue And Expenses Per Books	$2,292	RevenueAndExpensesPerBooksAmt
Net Investment Income	$2,292	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	NON DIVIDEND DISTRIBUTIONS	Desc
Amt	$182	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOKKEEPING & ADMINISTRATION	$18,000	$9,000	$0	$9,000
INVESTMENT MANAGEMENT FEES	$3,852	$3,852	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX	CategoryTxt
Amt	$414	Amt
Net Investment Income	$414	NetInvestmentIncomeAmt