THE NORMAN AND SADIE LEE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE NORMAN AND SADIE LEE FOUNDATION (EIN 95-3333368)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201203209349101550
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T13:58:44-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952399533 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902122907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953333368 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NORMAN & SADIE LEE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORM | NameControl |
| Phone | 3102732501 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902122907 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL JAMES | Name |
| Title | PRESIDENT | Title |
| Phone | 3102732501 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GLORIA D BIRNKRANT | Name |
| PTIN | P00436548 | PTIN |
| Phone | 3102732501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 37601956 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4302611 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 1150102 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1150102 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 45512 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 9664491 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 45512 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 5498225 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1195614 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1047 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1047 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 64509 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 26005 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 38505 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11972 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1776 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 235 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 70152 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 70152 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 147680 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 97933 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 39787 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 677500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 677500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 825180 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 97933 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 717287 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4673045 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1097681 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3 | CashBOY |
| Savings And Temp Cash Invst BOY | 14456474 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2138307 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2138307 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 0 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1852331 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1922374 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 0 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4192238 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5122021 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 19494177 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 18175143 | InvestmentsCorpBondsEOYFMV |
| Investments Mortgage Loans BOY | 0 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 1627119 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 1581734 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 20045058 | InvestmentsOtherBOY |
| Investments Other EOY | 9870408 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8662377 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 34501535 | TotalAssetsBOY |
| Total Assets EOY | 39174580 | TotalAssetsEOY |
| Total Assets EOYFMV | 37601956 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 34501535 | RetainedEarningsBOY |
| Retained Earnings EOY | 39174580 | RetainedEarningsEOY |
| Total Net Assets BOY | 34501535 | TotalNetAssetsBOY |
| Total Net Assets EOY | 39174580 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 34501535 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 39174580 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 34501535 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4673045 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 39174580 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 39174580 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-BARCLAYS ACCTS | 9659893 | 9618979 | 40914 | 40914 | |
| U.S. OIL FUND K-1 | 4598 | 4598 | 4598 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 45512 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 100000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 17785501 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.005623 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80040 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2733833 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.029278 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 80000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2624522 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030482 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 128332 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2629577 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048803 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 368937 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2703800 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.136451 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250637 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050127 | AverageDistributionRatio |
| Net Noncharitable Assets | 36388058 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1824024 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10977 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1835001 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 717287 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21954 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21954 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21954 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6861 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6861 | TotalCreditsAndPayments |
| Tax Due | 15093 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | NSBN LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3102732501 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| IRA L MISHKIND DECEASED | ||||||||
| 9701 WILSHIRE BLVD 1115 | BEVERLY HILLS | CA | 90212 | DIR/VP/TREAS/SEC | 0.00 | 0 | 0 | 0 |
| PAUL A JAMES | ||||||||
| 712 27TH STREET | MANHATTAN BEACH | CA | 90266 | DIR/PRESIDENT | 0.00 | 0 | 0 | 0 |
| BRYAN ISAACS | ||||||||
| 80916 WEISKOPF | LA QUINTA | CA | 92253 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 31653188 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5289003 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 36942191 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 36942191 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 554133 | CashDeemedCharitable |
| Net Noncharitable Assets | 36388058 | NetNoncharitableAssets |
| Minimum Investment Return | 1819403 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1819403 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21954 | TaxBasedOnInvestmentIncome |
| Total Tax | 21954 | TotalTax |
| Distributable Amount Before Adj | 1797449 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1797449 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1797449 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 717287 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 717287 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 717287 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1797449 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 648053 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 717287 | QualifyingDistributions |
| Applied To Year1 | 648053 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 69234 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 1728215 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BROAD STAGE | |||||||
| 1310 11TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| CENTER THEATRE GROUP | |||||||
| 135 NO GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $25,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $170,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| KUSC | |||||||
| 1149 SO HILL STREET | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| LA JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| LAURA'S HOUSE | |||||||
| 999 CORPORATE DRIVE | MISSION VIEJO | CA | 92694 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $2,500 |
| LOS ANGELES OPERA | |||||||
| 135 NO GRAND AVE 237 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $60,000 |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 SO GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $300,000 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 NO SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $30,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 900 W 34TH STREET | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $7,500 |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | NONE | PUBLIC CHARITY | PUBLIC SUPPORT OF ORGANIZATION MISSION | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 677500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,150,102 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $45,512 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,195,614 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1195614 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THE NORMAN SADIE LEE LIVING TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9454 WILSHIRE BLVD 4TH FLOOR | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90212 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 4302611 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $64,509 | Amount |
| Net Investment Income | 26005 | NetInvestmentIncome |
| Disbursements Charitable Prps | 38505 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BARCLAYS BROKERAGE ACCTS | NameOfBond |
| EOY Book Value | 19494177 | EOYBookValue |
| EOYFMV | 18175143 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BARCLAYS BROKERAGE ACCTS | NameOfStock |
| EOY Book Value | 4192238 | EOYBookValue |
| EOYFMV | 5122021 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1852331 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1922374 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BARCLAYS BROKERAGE ACCTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 9870408 | BookValue |
| EOYFMV | 8662377 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $1,047 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1047 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE EXPENSE | 303 | 303 | 0 |
| INVESTMENT MGMT FEES | 69849 | 69849 | 0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IRA MISHKIND, THE FOUNDATION'S VICE PRESIDENT/TREASURER/SECRETARY, DIED ON AUGUST 20, 2012. HE WAS THE PERSON RESPONSIBLE FOR FILING THE SECOND EXTENSION REQUEST THAT WAS DUE ON AUGUST 15, 2012. | Explanation |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAX | $9,961 | 0 | 0 |
| STATE FILING FEES | $235 | 0 | 235 |
| FOREIGN TAX WITHHELD | $1,776 | 1776 | 0 |