LISA AND MAURY FRIEDMAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LISA AND MAURY FRIEDMAN FOUNDATION (EIN 20-1380310)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-23
- IRS object ID
- 201342049349100509
- 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 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) |
|---|---|---|
| Timestamp | 2013-07-23T16:21:12-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zigmond Snow & Lang | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201380310 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA AND MAURY FRIEDMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LISA | NameControl |
| Phone | 8188653000 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA FRIEDMAN | Name |
| Title | President | Title |
| Date Signed | 2013-07-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sheldon M Snow CPA | Name |
| PTIN | P00130337 | PTIN |
| Phone | 8187897850 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1806890 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2645 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 7 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 7 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 27091 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27091 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 27091 | DividendsAdjNetIncm |
| Net Rental Income Or Loss | -8297 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 19795 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 472842 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 19795 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 1200 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 354 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 49892 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46893 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 28298 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2210 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2210 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4505 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4505 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 4505 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11175 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 11140 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 11175 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1379 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1379 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15437 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 12477 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15437 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 34706 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 28122 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34706 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 144365 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 144365 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 179071 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 28122 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 179071 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -129179 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18771 | NetInvestmentIncome |
| Adjusted Net Income | 28298 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 698 | CashBOY |
| Cash EOY | 6741 | CashEOY |
| Cash EOYFMV | 6741 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 6402 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10664 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10664 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1163133 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1024167 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1001011 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 788474 | InvestmentsLandEtcBasis |
| Investments Land Etc BOY | 788474 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 788474 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 788474 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 1958707 | TotalAssetsBOY |
| Total Assets EOY | 1830046 | TotalAssetsEOY |
| Total Assets EOYFMV | 1806890 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 518 | AccountsPayableEOY |
| Total Liabilities EOY | 518 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1958707 | RetainedEarningsBOY |
| Retained Earnings EOY | 1829528 | RetainedEarningsEOY |
| Total Net Assets BOY | 1958707 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1829528 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1958707 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1830046 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1958707 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -129179 | ExcessOfRevenueOverExpenses |
| Subtotal | 1829528 | Subtotal |
| Total Net Assets Fund Balances EOY | 1829528 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset |
|---|---|
| 169 | |
| Capital Gain Dividends |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 19795 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1200 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 242534 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1970963 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.12305 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 230230 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2150696 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.10705 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 241471 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2620177 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.09216 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 308546 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2565898 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.12025 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 281194 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3060818 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.09187 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.53438 | TotalDistributionRatio |
| Average Distribution Ratio | 0.10688 | AverageDistributionRatio |
| Net Noncharitable Assets | 1808259 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 193259 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 188 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 193447 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 179071 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 375 | InvestmentIncomeExciseTax |
| Subtotal | 375 | Subtotal |
| Tax Based On Investment Income | 375 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3690 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3690 | TotalCreditsAndPayments |
| Overpayment | 3315 | Overpayment |
| Amount Credited To Next Year | 3315 | 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 |
| States Filed With | CA | StatesFiledWith |
| 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 | www.friedmanfoundation.net | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA FRIEDMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8189917914 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
|---|---|---|---|---|---|---|
| MAURY FRIEDMAN | ||||||
| 29480 BERTRAND DR | AGOURA HILLS | CA | 91301 | Director | 2.00 | 0 |
| LISA FRIEDMAN | ||||||
| 29480 BERTRAND DR | AGOURA HILLS | CA | 91301 | President | 5.00 | 0 |
| 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 | 1035069 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12253 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 788474 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1835796 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1835796 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 27537 | CashDeemedCharitable |
| Net Noncharitable Assets | 1808259 | NetNoncharitableAssets |
| Minimum Investment Return | 90413 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 90413 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 375 | TaxBasedOnInvestmentIncome |
| Total Tax | 375 | TotalTax |
| Distributable Amount Before Adj | 90038 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 90038 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 90038 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 179071 | ExpensesAndContributions |
| Qualifying Distributions | 179071 | QualifyingDistributions |
| Adj Qualifying Distributions | 179071 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 90038 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 133401 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 180707 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 110578 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 123609 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 145026 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 693321 | TotalExcessDistriCarryover |
| Qualifying Distributions | 179071 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 90038 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 89033 | RemainingDistriFromCorpus |
| Total Corpus | 782354 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 133401 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 648953 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 180707 | ExcessFromYear4 |
| Excess From Year3 | 110578 | ExcessFromYear3 |
| Excess From Year2 | 123609 | ExcessFromYear2 |
| Excess From Year1 | 145026 | ExcessFromYear1 |
| Excess From Current Year | 89033 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LISA AND MAURY FRIEDMAN FOUNDATION | RecipientName |
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 Number | 8189917914 | RecipientPhoneNumber |
| 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.. | FormAndInfoAndMaterials |
| Submission Deadlines | SEMI-ANNUAL - BY APRIL 1ST OR OCTOBER 1ST. | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WOMEN ORGANIZED AGAINST RAPE | ||||||||||||
| 1617 JOHN F KENNEDY BLVD STE 1100 | PHILADELPHIA | PA | 19103 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |||||
| WESTMINSTER FREE CLINIC | ||||||||||||
| 5560 NAPOLEON AVE | OAK PARK | CA | 91377 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |||||
| VALLEY BETH SHALOM | ||||||||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | N/A | PUBLIC | URBAN AGRICULTURE PROGRAM | $5,000 | |||||
| URBAN ADAMAH | ||||||||||||
| 1050 PARKER ST | BERKELEY | CA | 94710 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |||||
| TEVA LEARNING CENTER | ||||||||||||
| 307 7TH AVE STE 900 | NEW YORK | NY | 10001 | N/A | PUBLIC | EDUCATION & ENVIRONMENT | $5,000 | |||||
| SHALOM INSTITUTE | ||||||||||||
| 32342 MULHOLLAND HWY | MALIBU | CA | 90265 | N/A | PUBLIC | OUTREACH - JEWISH RETREAT | $3,200 | |||||
| RIDING FOR CHARITY | ||||||||||||
| N/A | PUBLIC | GENERAL & UNRESTRICTED | $447 | 85 ALWYN RD | MADENHEAD | BERKSHIRE | UK | SL6 5EJ | ||||
| MACCABI ATHLETIC CLUB | ||||||||||||
| 2362 STURGIS RD UNIT A | OXNARD | CA | 93030 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,500 | |||||
| LEUKEMIA LYMPHOMA SOCIETY | ||||||||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |||||
| JEWISH JUMPSTART | ||||||||||||
| 1801 AVE OF THE STARS STE 210 | LOS ANGELES | CA | 90067 | N/A | PUBLIC | GENERAL & UNRESTRICTED -TORAH TREK | $5,000 | |||||
| ISABELLA FREEDMAN JEWISH RETREAT CT | ||||||||||||
| 116 JOHNSON RD | FALLS VILLAGE | CT | 06031 | N/A | PUBLIC | RELIGIOUS - ADAMAH PROGRAM | $5,000 | |||||
| HAZON | ||||||||||||
| 45 WEST 36TH ST 8TH FL | NEW YORK | NY | 10018 | N/A | PUBLIC | ENVIRONMENTAL & FOOD | $11,000 | |||||
| HADASSAH SOUTHERN CALIFORNIA | ||||||||||||
| 18345 VENTURA BLVD 214 | TARZANA | CA | 91356 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $36 | |||||
| FRIENDS OF THE ARAVA INSTITUTE | ||||||||||||
| 2041 HERR ST | PHILADELPHIA | PA | 17103 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $5,000 | |||||
| FRIENDS OF ELIYA - USA | ||||||||||||
| 1019 S CORNING ST | LOS ANGELES | CA | 90035 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $36,000 | |||||
| FIRSTGIVING | ||||||||||||
| 34 FARNSWORTH ST 3RD FL | BOSTON | MA | 02210 | N/A | PUBLIC | PROJECT ANTHEM FNDN | $50 | |||||
| EDEN VILLAGE CAMP | ||||||||||||
| 392 DENNYTOWN | PUTNAM VALLEY | NY | 10579 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $1,000 | |||||
| DANA FARBER CANCER INSTITUTE | ||||||||||||
| 10 BROOKLINE PLACE W 6TH FL | BROOKLINE | MA | 02445 | N/A | PUBLIC | GASTROINTESTINAL RESEARCH FUND | $100 | |||||
| CONEJO VALLEY FRIENDSHIP CIRCLE | ||||||||||||
| 30345 CANWOOD ST | AGOURA HILLS | CA | 91301 | N/A | N/A | GENERAL & UNRESTRICTED | $1,100 | |||||
| CAL STATE UNIV SAN BERNARDINO | ||||||||||||
| 5500 UNIVERSITY PKWY | SAN BERNARDINO | CA | 92407 | N/A | PUBLIC | ENVIRONMENTAL EDUCATION OUTREACH | $2,500 | |||||
| CONEJO JEWISH DAY SCHOOL INC | ||||||||||||
| PO BOX 1673 | AGOURA HILLS | CA | 91301 | N/A | PUBLIC | EDUCATIONAL - UNRESTRICTED | $1,000 | |||||
| CHAPMAN PARTNERSHIP | ||||||||||||
| 1550 N MIAMI AVE | MIAMI | FL | 33136 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $100 | |||||
| CHABAD OF THE CONEJO | ||||||||||||
| 30345 CANWOOD ST | AGOURA HILLS | CA | 91301 | N/A | PUBLIC | RELIGIOUS - VARIOUS | $15,072 | |||||
| COMMUNITY PARTNERS | ||||||||||||
| 200 N HOPE ST STE 211 | LOS ANGELES | CA | 90012 | N/A | PUBLIC | NEWGROUND PROJECT | $360 | |||||
| CANFEI NESHARIM | ||||||||||||
| 908 BRENTWOOD LANE | SILVER SPRINGS | MD | 20902 | N/A | PUBLIC | ENVIRONMENTAL - NETWORK FOR GOOD | $100 | |||||
| BET TZEDEK | ||||||||||||
| 145 S FAIRFAX AVE | LOS ANGELES | CA | 90036 | N/A | PUBLIC | GENERAL & UNRESTRICTED | $15,000 | |||||
| BENSALAM OUTREACH CENTER | ||||||||||||
| 2446 BRISTOL RD | BENSALEM | PA | 19020 | N/A | PUBLIC | GENERAL & UNRESTRICTED- TRIBUTE | $500 | |||||
| AMERICAN SOCTY PROTECT NATURE IN IS | ||||||||||||
| 28 ARRANDALE AVE | GREAT NECK | NY | 11024 | N/A | PUBLIC | NATIONAL SERVICE IN COMMUNITY GARDENS | $10,000 | |||||
| AMERICAN FRIENDS OF THE HESCHEL CEN | ||||||||||||
| 2419 JOHN F KENNEDY BLVD | JERSEY CITY | NJ | 07307 | N/A | PUBLIC | GREEN NETWORK: DAVID DUNETZ | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 144365 | 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 | $7 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,091 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | -$8,297 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $354 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $19,795 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,950 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 38950 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,210 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2210 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS - BERNSTEIN MGD ACCT | NameOfStock |
| EOY Book Value | 1024167 | EOYBookValue |
| EOYFMV | 1001011 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItem |
| Cost Or Other Basis | 788474 | CostOrOtherBasis |
| Book Value | 788474 | BookValue |
| EOYFMV | 788474 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (12 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| WEBSITE, SOFTWARE & COMPUTER CONSULT. | 264 | 264 | |
| TELEPHONE/COMMUNICATION EXPS | 170 | 170 | |
| Rental Expenses | 8297 | 8297 | 8296 |
| POSTAGE | 417 | 417 | |
| OFFICE SUPPLIES, PRINTING, PHOTOCOPY | 292 | 292 | |
| MEALS & RELATED EXPENSES | 250 | 250 | |
| LICENSES, FEES, OTHER | 20 | 20 | |
| INSURANCE- INVESTMENT PROPERTY | 3789 | 3789 | 3789 |
| INSURANCE - LIABILITY / GENL | 900 | 900 | |
| FOREIGN TAXES & BROKERAGE MISC. | 392 | 392 | 392 |
| DUES & MEMBERSHIPS | 395 | 395 | |
| BANK CHARGES | 251 | 251 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 354 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $4,505 | Amount |
| Net Investment Income | 4505 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4505 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| STATE TAXES/FILING FEES/MISC. | $35 | 35 | |
| PROPERTY TAXES -INVESTMENT PROP. | $11,140 | 11140 | 11140 |