CLARENCE S BROOKS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE S BROOKS FOUNDATION (EIN 20-1835676)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-08-01
- IRS object ID
- 201402139349100310
- Schema version
- 2012v2.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-08-01T11:50:04-07:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER WARD & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16030 Ventura Blvd Suite 300 | AddressLine1 |
| City | Encino | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201835676 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARENCE S BROOKS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 3106577711 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 WILSHIRE BL | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY RATNER | Name |
| Title | President | Title |
| Date Signed | 2014-08-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark W Greenberg | Name |
| PTIN | P00089733 | PTIN |
| Phone | 8183854999 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8483580 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 952 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 313 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 313 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 354257 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 354257 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 589028 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6018515 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 589028 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 17075 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 42982 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 987532 | TotalRevenueAndExpenses |
| Total Net Investment Income | 943598 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 17075 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 399960 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 200000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 180000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 42000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 26000 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 12800 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 14430 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 5375 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 9055 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10110 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 660 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2400 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 72050 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 71930 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 120 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 23675 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 18900 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 4765 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 6873 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 6873 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4870 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 2389 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 573968 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 322865 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 218402 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4275000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4275000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4848968 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 322865 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4493402 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3861436 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 620733 | NetInvestmentIncome |
| Adjusted Net Income | 17075 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16084 | CashBOY |
| Cash EOY | 10865 | CashEOY |
| Cash EOYFMV | 10865 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 21661 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 66220 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 66220 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 13348 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 13348 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 4805925 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5031523 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5702057 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3784297 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 727263 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 725605 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 2960308 | InvestmentsOtherBOY |
| Investments Other EOY | 1877619 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1965485 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 11588275 | TotalAssetsBOY |
| Total Assets EOY | 7726838 | TotalAssetsEOY |
| Total Assets EOYFMV | 8483580 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 1 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 11588274 | RetainedEarningsBOY |
| Retained Earnings EOY | 7726838 | RetainedEarningsEOY |
| Total Net Assets BOY | 11588274 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7726838 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11588275 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7726838 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11588274 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3861436 | ExcessOfRevenueOverExpenses |
| Subtotal | 7726838 | Subtotal |
| Total Net Assets Fund Balances EOY | 7726838 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 589028 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 17075 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4155731 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 14825764 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.28031 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1587846 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15747790 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.10083 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2884369 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16060343 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.17960 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10137568 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15519965 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.65320 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5042987 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 29023551 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.17376 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.38768 | TotalDistributionRatio |
| Average Distribution Ratio | 0.27754 | AverageDistributionRatio |
| Net Noncharitable Assets | 9079990 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2520024 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6207 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2526231 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4493402 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6207 | InvestmentIncomeExciseTax |
| Subtotal | 6207 | Subtotal |
| Tax Based On Investment Income | 6207 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13348 | EstTaxPaymentsAndOverpayment |
| Backup Withholding Withheld | 47 | BackupWithholdingWithheld |
| Total Credits And Payments | 13395 | TotalCreditsAndPayments |
| Overpayment | 7188 | Overpayment |
| Amount Credited To Next Year | 7188 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY RATNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3106577711 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8501 WILSHIRE BL 330 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902113118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| IRENE GELFEN | ||||||
| 8501 WILSHIRE BL 330 | BEVERLY HILLS | CA | 902113118 | Secretary | 40.00 | 124980 |
| JEFFREY RATNER | ||||||
| 8501 WILSHIRE BL 330 | BEVERLY HILLS | CA | 902113118 | President | 40.00 | 274980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9075332 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 142932 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9218264 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 9218264 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 138274 | CashDeemedCharitable |
| Net Noncharitable Assets | 9079990 | NetNoncharitableAssets |
| Minimum Investment Return | 454000 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 454000 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6207 | TaxBasedOnInvestmentIncome |
| Total Tax | 6207 | TotalTax |
| Distributable Amount Before Adj | 447793 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 447793 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 447793 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4493402 | ExpensesAndContributions |
| Qualifying Distributions | 4493402 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6207 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4487195 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 447793 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3622329 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9373972 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2081352 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 811193 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3421023 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 19309869 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4493402 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 447793 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4045609 | RemainingDistriFromCorpus |
| Total Corpus | 23355478 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3622329 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19733149 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9373972 | ExcessFromYear4 |
| Excess From Year3 | 2081352 | ExcessFromYear3 |
| Excess From Year2 | 811193 | ExcessFromYear2 |
| Excess From Year1 | 3421023 | ExcessFromYear1 |
| Excess From Current Year | 4045609 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR EDUCATION INC | |||||||
| 8100 N UNIVERSITY DRIVE | TAMARAC | FL | 33321 | NONE | PUBLIC | EDUCATIONAL | $100,000 |
| BAIS CHAYA INC | |||||||
| 8100 N UNIVERSITY DRIVE | TAMARAC | FL | 33321 | NONE | PUBLIC | EDUCATIONAL | $700,000 |
| CHABAD OF POWAY | |||||||
| 16934 CHABAD WAY | POWAY | CA | 92064 | NONE | PUBLIC | EDUCATIONAL | $450,000 |
| AMERICAN FRIENDS OF RABBINICAL COLLEGE O | |||||||
| 510 2nd STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC | EDUCATIONAL | $350,000 |
| AMERICAN FRIENDS OF TIFERET MOSCHE BETZA | |||||||
| 1368 44th STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | EDUCATIONAL | $600,000 |
| WASHINGTON INSTITUTE | |||||||
| 18281 L STREET NW SUITE 1050 | WASHINGTON | DC | 20036 | NONE | PUBLIC | EDUCATIONAL | $100,000 |
| JEWISH VOCATIONAL SERVICE OF LA | |||||||
| 6505 WILSHIRE BLVD 200 | LOS ANGELES | CA | 90048 | NONE | PUBLIC | EDUCATIONAL | $25,000 |
| FRIENDS OF MOSDOT GOORINC | |||||||
| 1310 48th STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | EDUCATIONAL | $600,000 |
| JEWISH EDUCATIONAL MOVEMENT | |||||||
| 9930 LITTLE SANTA MONICA | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC | EDUCATIONAL | $200,000 |
| JEWISH EDUCATIONAL TRADE SCHOOL | |||||||
| 16601 RINALDI STREET | GRANADA HILLS | CA | 91344 | NONE | PUBLIC | EDUCATIONAL | $1,150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4275000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $313 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $354,257 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,982 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 589028 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $397,552 | ExclusionAmount |
| Related Or Exempt Function Income | 589028 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 986580 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| NATALIE fRIEDMAN, CPA | $660 | 660 | 0 | 0 |
| AUDIT & INCOME TAX FEES | $9,450 | 0 | 0 | 2400 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SCHWAB-BOND FUNDS | NameOfBond |
| EOY Book Value | 727263 | EOYBookValue |
| EOYFMV | 725605 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB-CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 5031523 | EOYBookValue |
| EOYFMV | 5702057 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1877619 | BookValue |
| EOYFMV | 1965485 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ROBERT LEE DAILY, APC | $5,375 | 5375 | 0 | 0 |
| CROWELL MORING LLP | $9,055 | 0 | 0 | 9055 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| TRANSPORTATION | 95 | 95 |
| POSTAGE | 12 | |
| PARKING | 35 | 35 |
| INSURANCE-GENERAL LIABILITY | 2150 | |
| FLOWERS | 319 | |
| EDUCATION | 946 | 946 |
| DUES & SUBSCRIPTIONS | 1313 | 1313 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 42982 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MANAGEMENT FEES-LATTICE ROC 70 | $3,538 | 3538 | 0 | 0 |
| MANAGEMENT FEES-HIGH TOWER | $68,392 | 68392 | 0 | 0 |
| ADVANCED APPROACH | $120 | 0 | 0 | 120 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $23,665 | 18900 | 4765 |
| CORPORATE TAXES | $10 |