THE SAM AND SOOKY GOLDMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SAM AND SOOKY GOLDMAN CHARITABLE FOUNDATION INC (EIN 95-2991966)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-08-07
- IRS object ID
- 201632209349100003
- Schema version
- 2014v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-07T21:26:26-05:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954203670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN M FRANKIEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 642987 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952991966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SOOKY GOLDMAN CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAM& | BusinessNameControlTxt |
| Phone | 3236545000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 S PECK DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902123715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GOLDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3236545000 | PhoneNum |
| Signature | 2016-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN FRANKIEL | PreparerPersonNm |
| PTIN | P00295193 | PTIN |
| Phone | 3107208451 | PhoneNum |
| Preparation | 2016-08-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $913,684 | 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 | $947,180 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $410 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,136 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $946,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,388 | 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 | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $43 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,676 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $693,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $149,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $913,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $913,684 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $73,405 | CorporateStockBOYAmt |
| Total Assets BOY | $222,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $913,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $913,684 | 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 | $222,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $913,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $913,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $913,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $693,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $916,391 | SubtotalAmt |
| Other Decreases | $2,707 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $913,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHARES PEPSICO INC | D | 2014-12-23 | 2015-01-20 | $96,818 | $83,180 | $13,638 | $13,638 |
| 1000 SHARES YUM BRANDS INC | D | 2013-12-23 | 2015-01-15 | $72,318 | $1,000 | $71,318 | $71,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $194,032 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $317,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.611510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,719 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $223,916 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.583786 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,873 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $234,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.584493 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,693 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $223,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.543367 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,721 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $176,702 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.615279 | DistributionYr5Rt |
| Total Distribution | 2.938435 | TotalDistributionRt |
| Average Distribution | 0.587687 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $147,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,860 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $846 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,706 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $251,368 | 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 | $846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,800 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,594 | OverpaymentAmt |
| Applied To ES Tax | $2,594 | 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 | DAVID GOLDMAN | IndividualWithBooksNm |
| Phone | 3236545000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7807 SANTA MONICA BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900465302 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID GOLDMAN | ||||||||
| 340 S PECK DRIVE | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MYRA LURIE | ||||||||
| 340 S PECK DRIVE | BEVERLY HILLS | CA | 90212 | SECRETARY | 0.00 | $0 | $0 | $0 |
| MAXWELL GOLDMAN | ||||||||
| 340 S PECK DRIVE | BEVERLY HILLS | CA | 90212 | TREASURER | 0.00 | $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 | $17,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,390 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,390 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $846 | TotalTaxAmt |
| Distributable Before Adj | $6,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $251,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $251,368 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $846 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,153 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,192 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $181,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $648,050 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $251,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,824 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $892,874 | 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 | $102,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $790,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,153 | ExcessFromYear4Amt |
| Excess From Year3 | $129,385 | ExcessFromYear3Amt |
| Excess From Year2 | $121,192 | ExcessFromYear2Amt |
| Excess From Year1 | $181,802 | ExcessFromYear1Amt |
| Excess From Current Year | $244,824 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 S CENTRAL AVE | LOS ANGELES | CA | 90011 | NONE | PC | PHILANTHROPIC | $2,000 |
| ANTI DEFAMATION LEAGUE | |||||||
| 10495 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PC | PHILANTHROPIC | $5,000 |
| BEVERLY HILLS FIREFIGHTERS ASSOC | |||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PC | PHILANTHROPIC | $1,500 |
| BEVERLY HILLS POLICE OFFICERS BENEVOLENT FUND | |||||||
| 464 N REXFORD DR | BEVERLY HILLS | CA | 90210 | NONE | PC | PHILANTHROPIC | $700 |
| BEVERLY HILLS ROTARY COMMUNITY | |||||||
| 1900 AVE OF THE STARS STE 400 | LOS ANGELES | CA | 90067 | NONE | PC | PHILANTHROPIC | $500 |
| BEVERLY HILLS THEATRE GUILD | |||||||
| 704 N CRESCENT DR | BEVERLY HILLS | CA | 90210 | NONE | PC | ARTS AND CULTURE | $1,400 |
| CHABAD AT YALE UNIVERSITY | |||||||
| 36 LYNWOOD PLACE | NEW HAVEN | CT | 06511 | NONE | PC | RELIGIOUS EDUCATION | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4929 WILSHIRE BLVD STE 760 | LOS ANGELES | CA | 90010 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| FRIENDS OF THE SHEBA MEDICAL CENTER | |||||||
| 9465 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| JAY N SCHAPIRA MEDICAL RESEARCH | |||||||
| 8635 W THIRD ST STE 750W | LOS ANGELES | CA | 90048 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | PHILANTHROPIC | $25,000 |
| JEWS FOR JUDAISM | |||||||
| 1801 AVE OF THE STARS STE 535 | LOS ANGELES | CA | 90067 | NONE | PC | RELIGIOUS EDUCATION | $5,000 |
| LOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PC | PHILANTHROPIC | $5,000 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||||
| 100 S THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | PC | EDUCATION | $1,000 |
| LUPUS LA | |||||||
| 8383 WILSHIRE BLVD STE 232 | BEVERLY HILLS | CA | 90211 | NONE | PC | MEDICAL RESEARCH | $2,500 |
| ROTARY CLUB OF BEVERLY HILLS | |||||||
| 1900 AVE OF THE STARS STE 400 | LOS ANGELES | CA | 90067 | NONE | PC | PHILANTHROPIC | $1,025 |
| STANFORD LAW SCHOOL | |||||||
| 559 NATHAN ABBOTT WAY | STANFORD | CA | 94305 | NONE | PC | EDUCATION | $1,000 |
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | NONE | PC | RELIGIOUS | $15,800 |
| TEMPLE JUDEA | |||||||
| 5429 LINDLEY AVE | RESEDA | CA | 91356 | NONE | PC | RELIGIOUS | $2,500 |
| THE MAPLE COUNSELING CENTER | |||||||
| 9107 WILSHIRE BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | MENTAL HEALTH | $6,000 |
| THE MUSIC CENTER | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PC | ARTS AND CULTURE | $1,000 |
| THEATRE 40 | |||||||
| PO BOX 5401 | BEVERLY HILLS | CA | 90210 | NONE | PC | ARTS AND CULTURE | $1,501 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD STE 401 | BEVERLY HILLS | CA | 90211 | NONE | PC | MEDICAL RESEARCH | $250 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 900246516 | NONE | PC | GERIATRIC PROGRAMS | $150,000 |
| YOUNG AUDIENCES OF OREGON | |||||||
| 1220 SW MORRISON STREET STE 1000 | PORTLAND | OR | 97205 | NONE | PC | ARTS EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,676 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,449 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,017 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,017 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL GOLMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 N BEDFORD DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 902103023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $947,180 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHARES PEPSICO INC | NoncashPropertyDesc |
| Fair Market Value | $97,180 | FairMarketValueAmt |
| Received | 2014-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $2,707 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK & BROKERAGE CHARGES | Desc |
| Revenue And Expenses Per Books | $229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $49 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD & ATTORNEY GENERAL | CategoryTxt |
| Amt | $85 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $43 | DisbursementsCharitablePrpsAmt |