JACK SCHWARTZMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JACK SCHWARTZMAN FAMILY FOUNDATION (EIN 20-1340382)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349106311
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:20:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21650 OXNARD STREET 12TH FLOOR | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201340382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK SCHWARTZMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 8187830570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10730 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALIA SCHWARTZMAN | PersonNm |
| Person Title | ASSISTANT SECRETARY | PersonTitleTxt |
| Phone | 8187830750 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK UMEMOTO | PreparerPersonNm |
| PTIN | P00367368 | PTIN |
| Phone | 8187830570 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $1,939,550 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,958 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,605 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,563 | 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 | $6,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,465 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,465 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,465 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,880 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,415 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,585 | CashBOYAmt |
| Cash EOY | $39,098 | CashEOYAmt |
| Cash EOYFMV | $39,098 | CashEOYFMVAmt |
| Corporate Stock BOY | $735,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $755,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,900,452 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $39,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $846,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $794,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,939,550 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $846,215 | RetainedEarningBOYAmt |
| Retained Earning EOY | $794,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $846,215 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $794,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $846,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $794,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $846,215 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $794,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $794,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $199,408 | GrossSalesPriceAmt |
| Cost Or Other Basis | $126,803 | CostOrOtherBasisAmt |
| Gain Or Loss | $72,605 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $72,605 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,605 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,072 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,072 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,207 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,407 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,335 | OverpaymentAmt |
| Applied To ES Tax | $1,335 | 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 | TALIA SHIRE SCHWARTZMAN | IndividualWithBooksNm |
| Phone | 8187830570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10730 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TALIA SHIRE SCHWARTZMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10730 BELLAGIO ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,824,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,649 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,867,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,867,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,839,214 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,072 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,072 | TotalTaxAmt |
| Distributable Before Adj | $90,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,889 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,415 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $126,415 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,948 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,415 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,948 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,578 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,578 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $22,578 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TALIA SHIRE SCHWARTZMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $2,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | GENERAL SUPPORT | $300 |
| BOB BAKER MARIONETTE THEATRE | |||||||
| 4949 YORK BLVD | LOS ANGELES | CA | 90042 | N/A | PC | GENERAL SUPPORT | $500 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 W SUNSET BLVD | LOS ANGELES | CA | 90027 | N/A | PC | GENERAL SUPPORT | $20,000 |
| CITY OF HOPE | |||||||
| 1500 DUARTE RD | DUARTE | CA | 91010 | N/A | PC | GENERAL SUPPORT | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PC | GENERAL SUPPORT | $6,500 |
| EUGENE O'NEIL FOUNDATION | |||||||
| PO BOX 402 | DANVILLE | CA | 94526 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FILM PRESERVATION SOCIETY | |||||||
| 505 S RIMPAU BLVD | LOS ANGELES | CA | 90020 | N/A | PC | GENERAL SUPPORT | $2,000 |
| FINCA | |||||||
| 1201 15TH ST NW FL 8 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $100 |
| GABRIELLA AXELROD EDUCATION FOUNDATION | |||||||
| 9460 WILSHIRE BLVD STE 600 | BEVERLY HILLS | CA | 90212 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GLADSTONE INSTITUTES | |||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GREATER LOS ANGELES ZOO | |||||||
| 5333 ZOO DR | LOS ANGELES | CA | 90027 | N/A | PC | GENERAL SUPPORT | $2,000 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 727 | LITTLE ROCK | AR | 72203 | N/A | PC | GENERAL SUPPORT | $250 |
| HOME RUN HORSE RESCUE & SANTUARY | |||||||
| 604 POLLARD PARK | WILLIAMSBURG | VA | 23185 | N/A | PC | GENERAL SUPPORT | $4,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL SUPPORT | $2,000 |
| JULLIARD | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $3,000 |
| LIONS OF LOCKHURST | |||||||
| 6520 PLATT AVE PMB 199 | WEST HILLS | CA | 91307 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LOS ANGELES FOOD BANK | |||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | N/A | PC | GENERAL SUPPORT | $500 |
| NATIONAL WILDLIFE FOUNDATION | |||||||
| 111 NE 1ST ST FL 8-8913 | MIAMI | FL | 33132 | N/A | PC | GENERAL SUPPORT | $300 |
| OAKWOOD SCHOOL ANNUAL FUND | |||||||
| 11600 MAGNOLIA BLVD | NORTH HOLLYWOOD | CA | 91601 | N/A | PC | GENERAL SUPPORT | $2,500 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $2,000 |
| OXFAM | |||||||
| 1101 17TH ST NW 1300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $2,000 |
| PBS | |||||||
| 2100 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | N/A | PC | GENERAL SUPPORT | $2,000 |
| RED CROSS | |||||||
| 1450 S CENTRAL AVE | LOS ANGELES | CA | 90021 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SALVATION ARMY | |||||||
| 6300 SEPULVEDA BLVD | VAN NUYS | CA | 91411 | N/A | PC | GENERAL SUPPORT | $5,000 |
| SANTA FE INSTITUTE | |||||||
| 1399 HYDE PARK ROAD | SANTA FE | NM | 87501 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SEA SHEPERD CONOSERVATION SOCIETY | |||||||
| PO BOX 7750 | WOODBRIDGE | VA | 22195 | N/A | PC | GENERAL SUPPORT | $500 |
| SECOND CHANCE AT LOVE HUMANE SOCIETY | |||||||
| PO BOX 396 | TEMPLETON | CA | 93465 | N/A | PC | GENERAL SUPPORT | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL SUPPORT | $3,000 |
| SPCA LA | |||||||
| 5026 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | GENERAL SUPPORT | $200 |
| SPRANO SPHERES | |||||||
| 2111 7TH AVE | SEATTLE | WA | 98121 | N/A | PC | GENERAL SUPPORT | $2,500 |
| STELLA ADLER SCHOOL OF ACTING | |||||||
| 65 BROADWAY FLOOR 2 | NEW YORK | NY | 10006 | N/A | PC | GENERAL SUPPORT | $2,000 |
| THE HSUS | |||||||
| 700 PROFESSIONAL DRIVE | GAITHERSBURG | MD | 20879 | N/A | PC | GENERAL SUPPORT | $500 |
| UCLA FOUNDATION INTERVENTION PROGRAM | |||||||
| 1000 VETERAN AVE SUITE 23-10 | LOS ANGELES | CA | 90095 | N/A | PC | GENERAL SUPPORT | $40,000 |
| UNICEF | |||||||
| 10351 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | N/A | PC | GENERAL SUPPORT | $4,500 |
| USA FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $500 |
| WORLD WILDLIFE FOUNDATION | |||||||
| 3771 PITT ST STE 283 | SCHELLSBURG | PA | 15559 | N/A | PC | GENERAL SUPPORT | $500 |
| YOUTH CENTER FOR IMMIGRANT CHILDREN | |||||||
| 634 S SPRING ST STE 615 | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,958 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,563 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $6,930 | Amt |
| Net Investment Income | $3,465 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,465 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC | $95,625 | $200,106 |
| APPLE INC | $65,881 | $370,622 |
| DISNEY WALT COMPANY | $432,978 | $394,736 |
| MICROSOFT CORP | $74,979 | $316,125 |
| NVIDIA CORP | $7,142 | $546,560 |
| RAMBUS INC DEL | $39,677 | $33,830 |
| AEROVIRONMENT INC. | $39,518 | $38,473 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |