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BINDER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BINDER FOUNDATION (EIN 95-4635806)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-11
IRS object ID
201632249349101118
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-11T17:43:15-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263534500PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WASSERMAN GROSSMAN & SLOAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110990 WILSHIRE BLVD 8TH FLOORAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90024ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954635806EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BINDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBINDBusinessNameControlTxt
Phone3104738440PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1225 SOUTH LAKE AVENUE NO 300AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGORDON BINDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3104738440PhoneNum
Signature2016-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J HACIAPreparerPersonNm
PTINP01376457PTIN
Phone3109541050PhoneNum
Preparation2016-07-28PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,425,066FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$229InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$229InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$338,131DividendsRevAndExpnssAmt
Dividends Net Invst Incm$338,131DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$590,412NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,268,265GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$590,412CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,643OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,643OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$930,415TotalRevAndExpnssAmt
Total Net Invst Incm$930,415TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$76,586OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$76,586OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,364TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,364TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,986OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,986OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$115,936TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$90,950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$22,986TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,113,973ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,113,973ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,229,909TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$90,950TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,136,959TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$299,494ExcessRevenueOverExpensesAmt
Net Investment Income$839,465NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$998,734SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,226,621SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,226,621SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$13,381,235CorporateStockBOYAmt
Corporate Stock EOY$13,360,857CorporateStockEOYAmt
Corporate Stock EOYFMV$13,819,245CorporateStockEOYFMVAmt
Other Investments BOY$3,336,166OtherInvestmentsBOYAmt
Other Investments EOY$1,842,369OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,353,818OtherInvestmentsEOYFMVAmt
Other Assets BOY$38,588OtherAssetsBOYAmt
Other Assets EOY$25,382OtherAssetsEOYAmt
Other Assets EOYFMV$25,382OtherAssetsEOYFMVAmt
Total Assets BOY$17,754,723TotalAssetsBOYAmt
Total Assets EOY$17,455,229TotalAssetsEOYAmt
Total Assets EOYFMV$18,425,066TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$17,754,723RetainedEarningBOYAmt
Retained Earning EOY$17,455,229RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,754,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,455,229TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,754,723TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,455,229TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,754,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$299,494ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,455,229SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,455,229TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$6,191,644$5,677,853$513,791$513,791
CAPITAL GAINS DIVIDENDSP$76,621$76,621$76,621
FieldValueIRS element (for citing)
Capital Gain Net Income$590,412CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,031,885AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$17,102,849NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060334DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,099,402AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,423,626NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.066940DistributionYr2Rt
Adjusted Qlfy Distri Yr3$784,576AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$18,216,560NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043069DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,363,861AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,005,749NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071760DistributionYr4Rt
Adjusted Qlfy Distri Yr5$769,340AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$18,415,952NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041776DistributionYr5Rt
Total Distribution0.283879TotalDistributionRt
Average Distribution0.056776AverageDistributionRt
Net Vl Noncharitable Assets$17,556,086NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$996,764AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,395NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,005,159AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,136,959QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,395InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,395SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,395TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$15,000TotalPaymentsAndCreditsAmt
Overpayment$6,605OverpaymentAmt
Applied To ES Tax$6,605AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWASSERMAN GROSSMAN SLOAN LLPIndividualWithBooksNm
Phone3109541050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1760AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP904061760ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GORDON BINDER
225 SOUTH LAKE AVENUE SUITE 300PASADENACA91101TRUSTEE1.00$0$0$0
ADELE BINDER
225 SOUTH LAKE AVENUE SUITE 300PASADENACA91101TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,216,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,606,805AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,823,438TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,823,438AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$267,352CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,556,086NetVlNoncharitableAssetsAmt
Minimum Investment Return$877,804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$877,804MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,395TaxBasedOnInvestmentIncomeAmt
Total Tax$8,395TotalTaxAmt
Distributable Before Adj$869,409DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$869,409DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$869,409DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,136,959ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,136,959QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,395PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,128,564AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$869,409DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$60,787ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$286,647ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$205,903ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$553,337TotalExcessDistributionCyovAmt
Qualifying Distributions$1,136,959QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$869,409AppliedToCurrentYearAmt
Remaining Distri From Corpus$267,550RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$820,887TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$820,887ExcessDistriCyovToNextYrAmt
Excess From Year4$60,787ExcessFromYear4Amt
Excess From Year2$286,647ExcessFromYear2Amt
Excess From Year1$205,903ExcessFromYear1Amt
Excess From Current Year$267,550ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGORDON BINDERContributingManagerNm
Contributing ManagerADELE BINDERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ACADEMY OF ARTS & SCIENCES
136 IRVING STREETCAMBRIDGEMA021381996NONEPUBLIC CHARITABLE ORDONATION$3,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1150 SEVENTEENTH STREET NWWASHINGTONDC20036NONEPUBLIC CHARITABLE ORDONATION$250,000
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA900101577NONEPUBLIC CHARITABLE ORDONATION$1,000
BIG BROTHERS BIG SISTERS OF GREATER LOS ANGELES
3150 N SAN FERNANDO RD SUITE CLOS ANGELESCA90065NONEPUBLIC CHARITABLE ORDONATION$2,500
CALTECH
1200 E CALIFORNIA BLVD MC 5-32PASADENACA91125NONEPUBLIC CHARITABLE ORDONATION$10,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD SUITE 2416LOS ANGELESCA90048NONEPUBLIC CHARITABLE ORDONATION$26,500
CHILDREN'S HOSPITAL OF LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027NONEPUBLIC CHARITABLE ORDONATION$15,000
CLINICA ROMERO
123 SOUTH ALVARADO STREETLOS ANGELESCA90057NONEPUBLIC CHARITABLE ORDONATION$800
BABY2BABY
6435 WILSHIRE BOULEVARDLOS ANGELESCA90048NONEPUBLIC CHARITABLE ORDONATION$3,000
DETERMINED TO SUCCEED
PO BOX 5363SANTA MONICACA90409NONEPUBLIC CHARITABLE ORDONATION$15,000
DANA HALL SCHOOL
45 DANA ROADWELLESLEYMA02482NONEPUBLIC CHARITABLE ORDONATION$25,000
DEXTER SCHOOL
20 NEWTON STREETBROOKLINEMA024457498NONEPUBLIC CHARITABLE ORDONATION$50,000
EVERYCHILD FOUNDATION
PO BOX 1808PACIFIC PALISADESCA90272NONEPUBLIC CHARITABLE ORDONATION$15,000
FOSTER CARE COUNTS
11111 SANTA MONICA BLVD SUITE 1650LOS ANGELESCA90025NONEPUBLIC CHARITABLE ORDONATION$1,000
INSTITUTE OF CONTEMPORARY ART
100 NORTHERN AVENUEBOSTONMA02210NONEPUBLIC CHARITABLE ORDONATION$65,000
ISABELLA STEWART GARDNER MUSEUM
280 THE FENWAYBOSTONMA02115NONEPUBLIC CHARITABLE ORDONATION$25,000
LA'S BEST
200 NORTH SPRING STREET SUITE M-120LOS ANGELESCA90012NONEPUBLIC CHARITABLE ORDONATION$25,000
LOS ANGELES OPERA
135 NORTH GRAND AVENUELOS ANGELESCA90012NONEPUBLIC CHARITABLE ORDONATION$4,064
LOS ANGELES PHILHARMONIC
2301 N HIGHLAND AVELOS ANGELESCA90068NONEPUBLIC CHARITABLE ORDONATION$4,450
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
600 MEMORIAL DRIVE THIRD FLCAMBRIDGEMA021394819NONEPUBLIC CHARITABLE ORDONATION$34,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPUBLIC CHARITABLE ORDONATION$3,000
MUSIC CENTER
135 NORTH GRAND AVENUELOS ANGELESCA90012NONEPUBLIC CHARITABLE ORDONATION$50,000
PS ARTS
1728 ABBOTT KINNEY BOULEVARD SUITEVENICECA90291NONEPUBLIC CHARITABLE ORDONATION$16,000101
PARENTS AGAINST LEUKEMIA
11741 ODESSA AVENUEGRANADA HILLSCA91344NONEPUBLIC CHARITABLE ORDONATION$1,000
PASADENA HUMANE SOCIETY & SPCA
361 SOUTH RAYMOND AVENUEPASADENACA91105NONEPUBLIC CHARITABLE ORDONATION$25,000
ST MONICA CATHOLIC CHURCH
725 CALIFORNIA AVENUESANTA MONICACA90403NONEPUBLIC CHARITABLE ORDONATION$5,000
THE CHESTNUT HILL SCHOOL
428 HAMMOND STREETCHESTNUT HILLMA024671229NONEPUBLIC CHARITABLE ORDONATION$25,000
THE COLBURN SCHOOL
200 SOUTH GRAND AVENUELOS ANGELESCA90012NONEPUBLIC CHARITABLE ORDONATION$58,000
THE GABRIELLA FOUNDATION
639 S COMMONWEALTH AVE STE BLOS ANGELESCA90005NONEPUBLIC CHARITABLE ORDONATION$500
THE HUNTINGTON
1151 OXFORD ROADSAN MARINOCA91108NONEPUBLIC CHARITABLE ORDONATION$50,000
VINCENT MEMORIAL HOSPITAL
55 FRUIT STREETBOSTONMA021142792NONEPUBLIC CHARITABLE ORDONATION$25,000
WAGS AND WALKS
8721 SANTA MONICA BLVD 344LOS ANGELESCA90069NONEPUBLIC CHARITABLE ORDONATION$3,500
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA900102798NONEPUBLIC CHARITABLE ORDONATION$29,659
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPUBLIC CHARITABLE ORDONATION$2,000
YMCA OF GREATER BOSTON
316 HUNTINGTON AVENUEBOSTONMA02115NONEPUBLIC CHARITABLE ORDONATION$25,000
MEADOWBROOK SCHOOL
10 FARM ROADWESTONMA02493NONEPUBLIC CHARITABLE ORDONATION$10,000
WEDIKO CHILDREN'S SERVICES
72-74 EAST DEDHAM STREETBOSTONMA02118NONEPUBLIC CHARITABLE ORDONATION$500
VASCULAR BIRTHMARKS FOUNDATION
PO BOX 106LATHAMNY12110NONEPUBLIC CHARITABLE ORDONATION$750
AMERICAN WOMEN FOR INTERNATIONAL UNDERSTANDING
2100 SOUTH WOLF ROADDES PLAINSIL60018NONEPUBLIC CHARITABLE ORDONATION$2,000
AKOLA PROJECT
2646 MAIN STREET 3110DALLASTX75226NONEPUBLIC CHARITABLE ORDONATION$10,000
THE FROSTIG CENTER
971 NORTH ALTADENA DRIVEPASADENACA91107NONEPUBLIC CHARITABLE ORDONATION$25,000
GREATER LOS ANGELES ZOO
5333 ZOO DRIVELOS ANGELESCA900271498NONEPUBLIC CHARITABLE ORDONATION$25,000
PASADENA COMMUNITY GARDENS CONSERVANCY
2600 MISSION STREET SUITE 201SAN MARINOCA91108NONEPUBLIC CHARITABLE ORDONATION$50,000
INDEPENDENT SCHOOL ALLIANCE
5813A UPLANDER WAYCULVER CITYCA90230NONEPUBLIC CHARITABLE ORDONATION$5,000
METROPOLITAN ASSOCIATES
535 SOUTH GRAND AVENUEPASADENACA91105NONEPUBLIC CHARITABLE ORDONATION$1,500
JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES
6505 WILSHIRE BLVD SUITE 600LOS ANGELESCA90048NONEPUBLIC CHARITABLE ORDONATION$500
SMILE TRAIN
41 MADISON AVENUE 28TH FLOORNEW YORKNY10010NONEPUBLIC CHARITABLE ORDONATION$1,000
MELISSA KRAVETZ MEMORIAL FOUNDATION
21800 BURBANK BLVD STE 330WOODLAND HILLSCA913677463NONEPUBLIC CHARITABLE ORDONATION$500
NATIONAL RAMAH COMMISSION INC
3080 BROADWAYNEW YORKNY10027NONEPUBLIC CHARITABLE ORDONATION$200
JONATHAN CLUB CHARITABLE FUND
545 S FIGUEROA STREETLOS ANGELESCA900711704NONEPUBLIC CHARITABLE ORDONATION$200
UNION RESCUE MISSION
PO BOX 53629LOS ANGELESCA90099NONEPUBLIC CHARITABLE ORDONATION$25,000
CALIFIORNIA POLICE YOUTH CHARITIES
7404 GALILEE RD 350ROSEVILLECA95678NONEPUBLIC CHARITABLE ORDONATION$100
THE GIVING BACK FUND
6033 W CENTURY BLVD 350LOS ANGELESCA90045NONEPUBLIC CHARITABLE ORDONATION$500
BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVENUEBOSTONMA02115NONEPUBLIC CHARITABLE ORDONATION$50,000
BABY BUGGY INC
306 WEST 37TH STREETNEW YORKNY10018NONEPUBLIC CHARITABLE ORDONATION$3,500
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDNORTH HOLLYWOODCA916013015NONEPUBLIC CHARITABLE ORDONATION$250
CROHN'S COLITIS FOUNDATION OF AMERICA
10350 SANTA MONICA BLVD STE 120LOS ANGELESCA90025NONEPUBLIC CHARITABLE ORDONATION$500
POMONA COLLEGE
333 N COLLEGE WAYCLAREMONTCA91711NONEPUBLIC CHARITABLE ORDONATION$500
UNIVERSITY OF SOUTHERN CALIFORNIA
ADM 160 MC 4017LOS ANGELESCA900894017NONEPUBLIC CHARITABLE ORDONATION$500
LELAND STANFORD JUNIOR UNIVERSITY
326 GALVEZ STREETSTANFORDCA943056105NONEPUBLIC CHARITABLE ORDONATION$1,000
MUSIC FOR RELIEF
8820 WILSHIRE BLVD STE 300BEVERLY HILLSCA90211NONEPUBLIC CHARITABLE ORDONATION$500
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA191046205NONEPUBLIC CHARITABLE ORDONATION$1,500
PURDUE RESEARCH FOUNDATION
403 W WOOD STREETWEST LAFAYETTEIN479072007NONEPUBLIC CHARITABLE ORDONATION$1,000
GROSSMAN BURN FOUNDATION
23679 CALABASA RD SUITE 270CALABASASCA91302NONEPUBLIC CHARITABLE ORDONATION$500
CYPRESS FUTBOL CLUB
PO BOX 1129CYPRESSCA90630NONEPUBLIC CHARITABLE ORDONATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,113,973TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$229ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$338,131ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,643ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$590,412ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$930,415ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$930,415TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWASSERMAN, GROSSMAN & SLOAN, LLPCategoryTxt
Amt$12,000Amt
Net Investment Income$9,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN A/C# W71404-00-3$3,449,794$3,523,164
JP MORGAN A/C# A75293-00-0$0$0
JP MORGAN A/C# A75940-00-6$9,468,870$9,975,217
JP MORGAN A/C# S65083-00-8$442,193$320,864

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MS GLOBAL SEC OPP FUNDAT COST$105,282$440,910
JP MORGAN OFFSHORE HEDGE FUNDSAT COST$525,500$607,084
JP MORGAN A/C# A75940-00-6 - OTHER ASSETSAT COST$1,211,587$1,305,824

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM STOCKBROKER$28,967$18,500$18,500
TRANSACTIONS IN TRANSIT$9,621$6,882$6,882

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$0$10
ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS$150$0$150
OTHER DEDUCTION$2,000$0$0
INTERNAL REVENUE SERVICE$19,826$0$19,826

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISC SEC LIT DISTRIBUTIONSDesc
Revenue And Expenses Per Books$1,643RevenueAndExpensesPerBooksAmt
Net Investment Income$1,643NetInvestmentIncomeAmt
Adjusted Net Income$1,643AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES - JP MORGAN A/C# A75940-00-6$64,473$64,473$0
INVESTMENT EXPENSES - JP MORGAN A/C# A75293-00-0$8,268$8,268$0
INVESTMENT EXPENSES - JP MORGAN A/C# S65083-00-8$3,845$3,845$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$5,364Amt
Net Investment Income$5,364NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt