CLARENCE S BROOKS FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLARENCE S BROOKS FOUNDATION (EIN 20-1835676)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-12
- IRS object ID
- 201342249349100419
- Schema version
- 2011v1.5
- 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 | 2013-08-12T11:26:58-07:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG & CO CPAs INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16030 VENTURA BLVD STE 300 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 914362754 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | 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 | 2013-08-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark W Greenberg | Name |
| Phone | 8187882651 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 14208282 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 396 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 266 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 266 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 470684 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 470684 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -21720 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5464489 | GrossSalesPrice |
| Net STCG Adj Net Incm | 16248 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 228035 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 228035 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 677661 | TotalRevenueAndExpenses |
| Total Net Investment Income | 698985 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 16248 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 399960 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 250000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 130000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 42000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 33500 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 8500 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 2386 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 2386 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 7800 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1950 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 60076 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 60076 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 23236 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 18571 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 4645 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4682 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4682 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4243 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1858 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 546333 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 369947 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 154021 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4005000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4005000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4551333 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 369947 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4159021 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3873672 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 329038 | NetInvestmentIncome |
| Adjusted Net Income | 16248 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12510 | CashBOY |
| Cash EOY | 16084 | CashEOY |
| Savings And Temp Cash Invst BOY | 72433 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21661 | SavingsAndTempCashInvstEOY |
| Investments Corp Stock BOY | 7863010 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4805924 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6551006 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3845024 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3784297 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 4521476 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3669137 | InvestmentsOtherBOY |
| Investments Other EOY | 2960308 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3135800 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 15462114 | TotalAssetsBOY |
| Total Assets EOY | 11588274 | TotalAssetsEOY |
| Total Assets EOYFMV | 14208282 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 168 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 168 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 15461946 | RetainedEarningsBOY |
| Retained Earnings EOY | 11588274 | RetainedEarningsEOY |
| Total Net Assets BOY | 15461946 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11588274 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 15462114 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11588274 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 15461946 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3873672 | ExcessOfRevenueOverExpenses |
| Subtotal | 11588274 | Subtotal |
| Total Net Assets Fund Balances EOY | 11588274 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -21720 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 16248 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1587846 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 15747790 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.10083 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2884369 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 16060343 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.17960 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 10137568 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15519965 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.65320 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5042987 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 29023551 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.17376 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4377716 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 40087484 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.10920 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.21658 | TotalDistributionRatio |
| Average Distribution Ratio | 0.24332 | AverageDistributionRatio |
| Net Noncharitable Assets | 14825764 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3607346 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3290 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3610636 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4159021 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3290 | InvestmentIncomeExciseTax |
| Subtotal | 3290 | Subtotal |
| Tax Based On Investment Income | 3290 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15609 | EstTaxPaymentsAndOverpayment |
| Backup Withholding Withheld | 1029 | BackupWithholdingWithheld |
| Total Credits And Payments | 16638 | TotalCreditsAndPayments |
| Overpayment | 13348 | Overpayment |
| Amount Credited To Next Year | 13348 | 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 | 11820257 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 162297 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 3068983 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 15051537 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 15051537 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 225773 | CashDeemedCharitable |
| Net Noncharitable Assets | 14825764 | NetNoncharitableAssets |
| Minimum Investment Return | 741288 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 741288 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3290 | TaxBasedOnInvestmentIncome |
| Total Tax | 3290 | TotalTax |
| Distributable Amount Before Adj | 737998 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 737998 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 737998 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4159021 | ExpensesAndContributions |
| Qualifying Distributions | 4159021 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3290 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4155731 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 737998 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 916104 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3622329 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9373972 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2081352 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 811193 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 16804950 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4159021 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 737998 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3421023 | RemainingDistriFromCorpus |
| Total Corpus | 20225973 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 916104 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19309869 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3622329 | ExcessFromYear4 |
| Excess From Year3 | 9373972 | ExcessFromYear3 |
| Excess From Year2 | 2081352 | ExcessFromYear2 |
| Excess From Year1 | 811193 | ExcessFromYear1 |
| Excess From Current Year | 3421023 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BAIS CHAYA INC | |||||||
| 8100 N UNIVERSITY DRIVE | TAMARAC | FL | 33321 | NONE | PUBLIC | EDUCATIONAL | $500,000 |
| KEREN LMAAN ARAD | |||||||
| 5014 16th STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | EDUCATIONAL | $300,000 |
| AMERICAN FRIENDS OF RABBINICAL COLLEGE O | |||||||
| 510 2nd STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC | EDUCATIONAL | $300,000 |
| AMERICAN FRIENDS OF TIFERET MOSCHE BETZA | |||||||
| 1368 44th STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | EDUCATIONAL | $300,000 |
| 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 | $5,000 |
| FRIENDS OF MOSDOT GOORINC | |||||||
| 1310 48th STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | EDUCATIONAL | $900,000 |
| JEWISH EDUCATIONAL MOVEMENT | |||||||
| 9930 LITTLE SANTA MONICA | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC | EDUCATIONAL | $500,000 |
| JEWISH EDUCATIONAL TRADE SCHOOL | |||||||
| 16601 RINALDI STREET | GRANADA HILLS | CA | 91344 | NONE | PUBLIC | EDUCATIONAL | $1,100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4005000 | 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 | $266 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $470,684 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $228,035 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -21720 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $698,985 | ExclusionAmount |
| Related Or Exempt Function Income | -21720 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 677265 | 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 | AUDIT & INCOME TAX FEES | Category |
| Amount | $9,750 | Amount |
| Net Investment Income | 7800 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1950 | DisbursementsCharitablePrps |
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 | 3784297 | EOYBookValue |
| EOYFMV | 4521476 | 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 | 4805924 | EOYBookValue |
| EOYFMV | 6551006 | 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 | 2960308 | BookValue |
| EOYFMV | 3135800 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CROWELL MORING | Category |
| Amount | $2,386 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2386 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| TRANSPORTATION | 48 | 48 |
| POSTAGE | 78 | 78 |
| PARKING | 16 | 16 |
| INSURANCE-GENERAL LIABILITY | 2150 | |
| FLOWERS | 215 | |
| FILING AND CORPORATE FEES | 20 | |
| EDUCATION | 770 | 770 |
| DUES & SUBSCRIPTIONS | 946 | 946 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 228035 | RevenueAndExpensesPerBooks |
| Net Investment Income | 228035 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| SCHWAB BROKERAGE ACCOUNT | $39,364 | 39364 | 0 | 0 |
| MANAGEMENT FEES-PRESIDIO WEALTH MGMT | $20,712 | 20712 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $23,216 | 18571 | 4645 |
| CORPORATE TAXES | $20 |