LITOW FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LITOW FAMILY FOUNDATION (EIN 46-1532010)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-18
- IRS object ID
- 201641099349100519
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-18T16:25:15-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kantor Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 Ventura Blvd Suite 628 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461532010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LITOW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO DE REGISTERED AGENTS & INCORPORATORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LITO | BusinessNameControlTxt |
| Phone | 8186673452 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 KRIS COURT | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY J LITOW | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2016-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURENCE KANTOR CPA | PreparerPersonNm |
| PTIN | P00479877 | PTIN |
| Phone | 8188493690 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,063,227 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $44 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,919,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,252 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $53,635 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $206,278 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $206,278 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $206,278 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $410,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,574 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $259,957 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,728 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,819 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $60,277 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $67,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $292,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $410,574 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $259,957 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,182 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $524 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,833,582 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,973,440 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,062,703 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $4,855,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,973,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,063,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,855,764 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,973,964 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,855,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,973,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,855,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,973,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,855,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,200 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,973,964 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,973,964 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,252 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $53,635 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $204,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,012,898 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,961,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.00343 | DistributionYr2Rt |
| Total Distribution | 0.04420 | TotalDistributionRt |
| Average Distribution | 0.02210 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,962,492 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,676 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,106 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $224,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,106 | SubtotalAmt |
| Tax Based On Investment Income | $4,106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $2,114 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANTOR ACCOUNTANCY CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8188493690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16530 VENTURA BOULEVARD SUITE 628 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 914365008 | 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 |
|---|---|---|---|---|---|---|
| JEFFREY J LITOW | ||||||
| 25650 MULHOLLAND HIGHWAY | CALABASAS | CA | 913022981 | Director | 0.00 | $0 |
| LORI BOULTER LITOW | ||||||
| 25650 MULHOLLAND HIGHWAY | CALABASAS | CA | 913022981 | Director | 0.00 | $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 | $5,026,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,038,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,038,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,962,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,106 | TotalTaxAmt |
| Distributable Before Adj | $244,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $244,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $244,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $224,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,106 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,444 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $137,868 | UndistributedIncomePYAmt |
| Qualifying Distributions | $224,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $137,868 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,682 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $157,337 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY J LITOW | ContributingManagerNm |
| Contributing Manager | LORI BOULTER LITOW | ContributingManagerNm |
| Shareholder Manager | JEFFREY J LITOW | ShareholderManagerNm |
| Shareholder Manager | LORI BOULTER LITOW | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY J LITOW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25650 MULHOLLAND HIGHWAY | AddressLine1Txt |
| City | CALABASAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913022981 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8186673452 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE COALITION FOR AT RISK YOUTH CAR | |||||||
| 8306 WILSHIRE BOULEVARD SUITE 1806 | BEVERLY HILLS | CA | 90211 | N/A | PC | FINANCIAL SUPPORT | $30,000 |
| AMERICAN RED CROSS | |||||||
| 11355 OHIO AVENUE | LOS ANGELES | CA | 90025 | N/A | PC | FINANCIAL SUPPORT | $5,000 |
| JEWISH WORLD WATCH | |||||||
| 5551 Balboa Blvd | Encino | CA | 91316 | N/A | PC | GENOCIDE PREVENTION | $5,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 10001 | N/A | PC | MEDICAL SERVICES | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 16525 Sherman Way | Van Nuys | CA | 91406 | N/A | PC | YOUTH COUNSELING | $20,000 |
| USC SCHOOL OF MEDICINE | |||||||
| 1975 Zonal Avenue | Los Angeles | CA | 90033 | N/A | PC | MEDICAL EDUCATION | $20,000 |
| UCLA FOUNDATION | |||||||
| 10920 Wilshire Boulevard | Los Angeles | CA | 90024 | N/A | EOF | EDUCATIONAL SUPPORT | $25,000 |
| MALIBU LOST HILLS SHERIFF'S FOUNDAT | |||||||
| 27050 Agoura Road | Agoura Hills | CA | 91301 | N/A | POF | POLICING SUPPORT | $500 |
| ST JUDES HOSPITAL | |||||||
| 12365 Lewis Street | Garden Grove | CA | 92840 | N/A | PC | MEDICAL SERVICES | $5,000 |
| LOS ANGELES FOOD BANK | |||||||
| 1734 East 41st Street | Los Angeles | CA | 90058 | N/A | PC | FOOD FOR THE POOR | $7,500 |
| VIEWPOINT SCHOOL | |||||||
| 23620 Mulholland Highway | Calabasas | CA | 91302 | N/A | PC | COLLEGE PREPARATORY SCHOOL | $1,000 |
| UNITED SERVICES ORGANIZATION | |||||||
| 203 World Way West Suite 200 | Los Angeles | CA | 90045 | N/A | EOF | MILITARY SUPPORT | $1,000 |
| MIDNIGHT MISSION | |||||||
| 601 South San Pedro Street | Los Angeles | CA | 90014 | N/A | PC | RESCUE MISSION | $1,000 |
| UNITED WAY | |||||||
| 5121 Van Nuys Boulevard | Sherman Oaks | CA | 91403 | N/A | PC | SUPPORT OF CHARITIES | $4,500 |
| UNITED NATIONS CHILDRENS FUND | |||||||
| 10351 Santa Monica Boulevard 402 | Los Angeles | CA | 90025 | N/A | EOF | CHILDREN'S SUPPORT | $2,500 |
| SAN FERNANDO MISSION | |||||||
| 15151 San Fernando Mission Blvd | Mission Hills | CA | 91345 | N/A | PC | CHRISTIAN MISSION | $3,000 |
| HABITAT FOR HUMANITY | |||||||
| 21031 Ventura Boulevard 610 | Woodland Hills | CA | 91364 | N/A | PC | BUILDING HOMES FOR THOSE IN NEED | $3,500 |
| LOS ANGELES MISSION | |||||||
| 303 East 5th Street | Los Angeles | CA | 90013 | N/A | PC | MEALS FOR THE INDIGENT | $1,000 |
| SALVATION ARMY | |||||||
| 6300 Sepulveda Blvd | Van Nuys | CA | 91411 | N/A | EOF | RELIEF OF POVERTY | $1,000 |
| POLAR BEAR INTERNATIONAL | |||||||
| PO Box 3008 | Bozeman | MT | 59772 | N/A | PC | POLAR BEAR CONSERVATION | $500 |
| HOLOCAUST MUSEUM | |||||||
| 100 South The Grove Drive | Los Angeles | CA | 90036 | N/A | POF | HOLOCAUST REMEMBRANCE | $1,000 |
| INT'L FELLOWSHIP OF CHRISTIANS JEWS | |||||||
| PO Box 96105 | Washington | DC | 20090 | N/A | PC | BUILDING BRIDGES TO UNDERSTANDING | $2,550 |
| GOODWILL INDUSTRIES | |||||||
| 14550 Victory Blvd | Van Nuys | CA | 91411 | N/A | EOF | JOB SKILLS TRAINING | $2,000 |
| UNION RESCUE MISSION | |||||||
| 545 S San Pedro Street | Los Angeles | CA | 90013 | N/A | PC | HEALING FOR THE HOMELESS | $3,000 |
| SPCA | |||||||
| 111 West Linden Avenue | Burbank | CA | 91502 | N/A | EOF | ANIMAL CRUELTY PREVENTION | $1,000 |
| NATIONAL INSTITUTE OF TRANSPLANTATI | |||||||
| 2222 Ocean View Avenue | Los Angeles | CA | 90057 | N/A | EOF | ADVANCEMENT OF TRANSPLANT SCIENCE | $3,000 |
| WOUNDED WARRIORS | |||||||
| 8880 Rio San Diego Drive Suite 900 | San Diego | CA | 92108 | N/A | PC | SERVICES FOR WOUNDED VETERANS | $10,000 |
| CALIFORNIA HOSPITAL FOUNDATION | |||||||
| 1401 South Grand Avenue | Los Angeles | CA | 90015 | N/A | EOF | FINANCIAL SUPPORT OF CAPITAL PROJECTS FOR THE POOR | $10,500 |
| SPECIAL OLYMPICS | |||||||
| 1600 Forbes Way | Long Beach | CA | 90810 | N/A | PC | PHYSICAL FITNESS FOR THE MENTALLY DISABLED | $500 |
| SOVA JEWISH FAMILY SERVICES | |||||||
| 13949 Ventura Boulevard Suite 308 | Sherman Oaks | CA | 91423 | N/A | POF | FOOD DISTRIBUTION TO THE POOR | $10,000 |
| GLOBAL CHANGERS | |||||||
| 6100 DESOTO AVENUE 613 | WOODLAND HILLS | CA | 91367 | N/A | EOF | FINANCIAL SUPPORT | $12,500 |
| PLAY IT FORWARD | |||||||
| 17328 VENTURA BLVD 378 | ENCINO | CA | 91316 | N/A | POF | FINANCIAL SUPPORT | $1,000 |
| HOPE STREET SHELTER | |||||||
| 1121 EAST 46TH STREET | MINNEAPOLIS | MN | 55407 | N/A | POF | FINANCIAL SUPPORT | $5,000 |
| PARSONS NEW SCHOOL NYC | |||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | N/A | EOF | FINANCIAL SUPPORT | $2,000 |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | N/A | PC | FINANCIAL ASSISTANCE | $2,500 |
| MARCH OF DIMES | |||||||
| 222 MARTIN | IRVINE | CA | 92612 | N/A | PC | FINANCIAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $206,278 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $204,252 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $410,574 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,574 | 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/TAX SERVICES | CategoryTxt |
| Amt | $3,728 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $4,973,440 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,062,703 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT MANAGEMENT FEES | $20,381 |
| OFFICE/SUPPLIES/LEGAL | $31,445 |
| OTHER FOUNDATION EXPENSES | $8,451 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $206,278 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $206,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $206,278 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $3,819 | Amt |