LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349101494
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T17:50:19-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zigmond Snow & Lang | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 Ventura Blvd Suite 212 | AddressLine1 |
| City | Encino | City |
| State | CA | State |
| ZIP Code | 914362300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201380310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND MAURY FRIEDMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 8188653000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29480 BERTRAND DRIVE | AddressLine1 |
| City | AGOURA HILLS | City |
| State | CA | State |
| ZIP Code | 91301 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA FRIEDMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sheldon M Snow CPA | PreparerPersonNm |
| PTIN | P00130337 | PTIN |
| Phone | 8187897850 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,820,790 | 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 | $4,948 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,296 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,296 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$9,600 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $59,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $412,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,709 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $14,894 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $443 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $86,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,010 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,195 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,144 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,395 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,605 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,605 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,944 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,901 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,458 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,458 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,901 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,552 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,195 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,741 | CashBOYAmt |
| Cash EOY | $6,264 | CashEOYAmt |
| Cash EOYFMV | $6,264 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,871 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,024,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $957,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,023,181 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $788,474 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $788,474 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $788,474 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $788,474 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,830,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,755,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,820,790 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $518 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $576 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $518 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $576 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,829,528 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,754,914 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,829,528 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,754,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,830,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,755,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,829,528 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,614 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,754,914 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,754,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,709 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,894 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $179,071 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,808,259 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,534 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,970,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,230 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,150,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10705 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $241,471 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,620,177 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09216 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $308,546 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,565,898 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.12025 | DistributionYr5Rt |
| Total Distribution | 0.54154 | TotalDistributionRt |
| Average Distribution | 0.10831 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,786,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $193,507 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $576 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $194,083 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,901 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,151 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,151 | SubtotalAmt |
| Tax Based On Investment Income | $1,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,315 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,315 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,164 | OverpaymentAmt |
| Applied To ES Tax | $2,164 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | www.friedmanfoundation.net | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA FRIEDMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8189917914 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29480 BERTRAND DR | AddressLine1 |
| City | AGOURA HILLS | City |
| State | CA | State |
| ZIP Code | 913014126 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LISA FRIEDMAN | ||||||
| 29480 BERTRAND DR | AGOURA HILLS | CA | 91301 | President | 5.00 | $0 |
| MAURY FRIEDMAN | ||||||
| 29480 BERTRAND DR | AGOURA HILLS | CA | 91301 | Director | 2.00 | $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 | $1,012,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,270 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $788,474 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,813,840 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,813,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,208 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,786,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,151 | TotalTaxAmt |
| Distributable Before Adj | $88,181 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $88,181 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $88,181 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,901 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $140,901 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $140,901 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,181 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $180,707 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $110,578 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,609 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $145,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,033 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $648,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,901 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,720 | RemainingDistriFromCorpusAmt |
| Total Corpus | $701,673 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $180,707 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,966 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,578 | ExcessFromYear4Amt |
| Excess From Year3 | $123,609 | ExcessFromYear3Amt |
| Excess From Year2 | $145,026 | ExcessFromYear2Amt |
| Excess From Year1 | $89,033 | ExcessFromYear1Amt |
| Excess From Current Year | $52,720 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA AND MAURY FRIEDMAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5737 KANAN ROAD 529 | AddressLine1 |
| City | AGOURA HILLS | City |
| State | CA | State |
| ZIP Code | 91301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8189917914 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS ARE TO BE SUBMITTED BY EMAIL TO LISA@FRIEDMANFOUNDATION.NET. INFORMATION TO BE SUBMITTED IS TO FOLLOW THE SPECIFIC INSTRUCTIONS AND FORM AS PROVIDED ON THE ORGANIZATION'S WEBSITE. THIS IS TO INCLUDE DETAILED INFORMATION IN THE COVER SHEET, BACKGROUND OF THE ORGANIZATION, FUNDING REQUEST WITH PROJECT DESCRIPTION, EVALUATION, AND OTHER SPECIFIC ATTACHMENTS AS LISTED.. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL AWARDS ARE AT THE SOLE DISCRETION OF THE FOUNDATION BOARD. APPLICANTS MUST BE CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND AS PUBLIC CHARITIES UNDER SECTION 509(A) OF THAT CODE.GRANTS WILL BE CONSIDERED FOR PROJECTS IN THE RANGE OF $1,000-$10,000. THE FOUNDATION DOES NOT FUND INDIVIDUALS, CAPITAL CAMPAIGNS, DEBT REDUCTION OR ANNUAL FUND DRIVES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE HESCHEL CEN | |||||||
| 2419 JOHN F KENNEDY BLVD | JERSEY CITY | NJ | 07307 | N/A | PUBLIC | GREEN NETWORK: DAVID DUNETZ | $10,000 |
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVE 7TH FL | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 |
| CONEJO SCHOOLS FOUNDATION | |||||||
| 1400 JANSS ROAD | THOUSAND OAKS | CA | 91362 | N/A | PUBLIC | GAZEBO | $2,950 |
| CONEJO HEBREW HIGH | |||||||
| 2524 TOWNSGATE RD STE H | WESTLAKE VILLAGE | CA | 91361 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $250 |
| CANFEI NESHARIM | |||||||
| 908 BRENTWOOD LANE | SILVER SPRINGS | MD | 20902 | N/A | PUBLIC | ENVIRONMENTAL - NETWORK FOR GOOD | $500 |
| COMMUNITY PARTNERS | |||||||
| 200 N HOPE ST STE 211 | LOS ANGELES | CA | 90012 | N/A | PUBLIC | NEWGROUND PROJECT | $2,500 |
| CHABAD OF THE CONEJO | |||||||
| 30345 CANWOOD ST | AGOURA HILLS | CA | 91301 | N/A | PUBLIC | RELIGIOUS - VARIOUS | $6,500 |
| CROHN'S COLITIS FNDN | |||||||
| 129 BROADWAY STE 1050A | NEW YORK | NY | 10271 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50 |
| CONEJO JEWISH DAY SCHOOL INC | |||||||
| PO BOX 1673 | AGOURA HILLS | CA | 91301 | N/A | PUBLIC | EDUCATIONAL - UNRESTRICTED | $500 |
| CONEJO VALLEY FRIENDSHIP CIRCLE | |||||||
| 30345 CANWOOD ST | AGOURA HILLS | CA | 91301 | N/A | N/A | GENERAL & UNRESTRICTED | $6,000 |
| EDEN VILLAGE CAMP | |||||||
| 392 DENNYTOWN | PUTNAM VALLEY | NY | 10579 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 |
| EVERETT | |||||||
| 9 DUNCAN AVE | PROVIDENCE | RI | 02906 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 |
| FRIENDS OF ELIYA - USA | |||||||
| 22647 VENTURA BL 188 | WOODLAND HILLS | CA | 91364 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $36,000 |
| FRIENDS OF THE ARAVA INSTITUTE | |||||||
| 2041 HERR ST | PHILADELPHIA | PA | 17103 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50 |
| HAZON | |||||||
| 45 WEST 36TH ST 8TH FL | NEW YORK | NY | 10018 | N/A | PUBLIC | ENVIRONMENTAL & FOOD | $10,012 |
| ISABELLA FREEDMAN JEWISH RETREAT CT | |||||||
| 116 JOHNSON RD | FALLS VILLAGE | CT | 06031 | N/A | PUBLIC | RELIGIOUS - ADAMAH PROGRAM | $5,000 |
| JEWISH JUMPSTART | |||||||
| 1801 AVE OF THE STARS STE 210 | LOS ANGELES | CA | 90067 | N/A | PUBLIC | INTERFAITH CTR & TORAH TREK | $2,750 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 |
| MACCABI ATHLETIC CLUB | |||||||
| 2362 STURGIS RD UNIT A | OXNARD | CA | 93030 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,500 |
| JEWISH NATIONAL FUND | |||||||
| 7120 HAVENHURST AVE 200 | VAN NUYS | CA | 91406 | N/A | PUBLIC | THE SUMMIT & ARAVA INSTITUTE | $7,500 |
| SHALOM INSTITUTE | |||||||
| 32342 MULHOLLAND HWY | MALIBU | CA | 90265 | N/A | PUBLIC | OUTREACH-JEWISH RETREAT & BIO BATHROOM | $3,650 |
| TEVA LEARNING CENTER | |||||||
| 307 7TH AVE STE 900 | NEW YORK | NY | 10001 | N/A | PUBLIC | EDUCATION & ENVIRONMENT | $5,000 |
| URBAN ADAMAH | |||||||
| 1050 PARKER ST | BERKELEY | CA | 94710 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 |
| VALLEY BETH SHALOM | |||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | N/A | PUBLIC | NETIYA & URBAN GARDENS | $10,386 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA AVE | ENCINO | CA | 91316 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $500 |
| KIDEJAPA SURGICAL MISSIONS | |||||||
| ONE GLENLAKE PKWY STE 950 | ATLANTA | GA | 30328 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 |
| MORSELIFE | |||||||
| 4847 FRED GLADSTONE DR | WEST PALM BEACH | FL | 33417 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $50 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW STE 700 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $36 |
| REGENERATION | |||||||
| 3317 LAKE CREST CT | WESTLAKE VILLAGE | CA | 91361 | N/A | N/A | INTERFAITH TOUR & PEACE GARDENS | $8,215 |
| UC GREEN INC | |||||||
| 4613 WOODLAND AVE | PHILADELPHIA | PA | 19143 | N/A | N/A | UC GREEN CORPS | $250 |
| VALLEY OUTREACH PROGRAM | |||||||
| 21818 CRAGGY VIEW ST 104 | CHATSWORTH | CA | 91311 | N/A | N/A | GENERAL & UNRESTRICTED | $50 |
| HORIZON HILLS FAMILY GARDEN | |||||||
| 1400 JANSS ROAD | THOUSAND OAKS | CA | 91362 | N/A | N/A | FAMILY GARDEN BENCH | $361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,360 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $21,296 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$9,600 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,552 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,301 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,853 | 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 | CategoryTxt |
| Amt | $1,975 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - BERNSTEIN MGD ACCT | StockNm |
| EOY Book Value | $957,881 | EOYBookValueAmt |
| EOYFMV | $1,023,181 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItemTxt |
| Cost Or Other Basis | $788,474 | CostOrOtherBasisAmt |
| Book Value | $788,474 | BookValueAmt |
| EOYFMV | $788,474 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK CHARGES | $204 | $204 | |
| DUES & MEMBERSHIPS | $450 | $450 | |
| FOREIGN TAXES & BROKERAGE MISC. | $444 | $444 | $444 |
| INSURANCE - LIABILITY / GENL | $900 | $900 | |
| INSURANCE- INVESTMENT PROPERTY | $2,940 | $2,940 | $2,940 |
| MEALS & RELATED EXPENSES | $479 | $479 | |
| POSTAGE | $425 | $425 | |
| PROGRAM EXPS-COMMUNITY GARDEN | $560 | $560 | |
| PROGRAM EXPS-GAZEBO PROJ. | $1,200 | $1,200 | |
| Rental Expenses | $9,600 | $9,560 | |
| WEBSITE, SOFTWARE & COMPUTER CONSULT. | $299 | $299 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $443 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,144 | Amt |
| Net Investment Income | $4,144 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES -INVESTMENT PROP. | $4,395 | $4,395 | |
| STATE TAXES/FILING FEES/MISC. | $35 | $35 |