JMM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JMM CHARITABLE FOUNDATION INC (EIN 20-4679694)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349101681
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T15:21:54-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133791592 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NE | State |
| ZIP Code | 100172286 | 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 | 204679694 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMM CHARITABLE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JMMC | NameControl |
| Phone | 9735334120 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 WEST CENTURY BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MAI | Name |
| Title | OFFICER | Title |
| Phone | 9735334120 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD G WEINER CPA | Name |
| PTIN | P00690869 | PTIN |
| Phone | 2126053100 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12352144 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 181225 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 181225 | DividendsNetInvstIncm |
| Net Rental Income Or Loss | -40450 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | 16186 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3388417 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16186 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 197411 | TotalRevenueAndExpenses |
| Total Net Investment Income | 197411 | 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 |
| Taxes Rev And Expnss | 1651 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1651 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 91499 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 91499 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 93150 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 93150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 652775 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 652775 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 745925 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 93150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 652775 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -548514 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 104261 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 300017 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 149724 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 149724 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 2793774 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2193508 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2298403 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5854737 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5547258 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5024079 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 5130897 | InvestmentsOtherBOY |
| Investments Other EOY | 5640421 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4879938 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 14079425 | TotalAssetsBOY |
| Total Assets EOY | 13530911 | TotalAssetsEOY |
| Total Assets EOYFMV | 12352144 | 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 | 14079425 | RetainedEarningsBOY |
| Retained Earnings EOY | 13530911 | RetainedEarningsEOY |
| Total Net Assets BOY | 14079425 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13530911 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 14079425 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13530911 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 14079425 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -548514 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 13530911 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 13530911 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|---|
| THUR WHITEHALL PARALLEL GLOBAL K-1 | P | 207 | 14731 | -14524 | -14524 | ||
| THUR WHITEHALL PARALLEL GLOBAL K-1 | P | 121762 | -121762 | -121762 | |||
| 250000 SHS CAISSE D'AMORTISSEMENT | P | 250000 | 250000 | 0 | 0 | 2009-01-26 | 2011-08-01 |
| 150000SHS FED FARM CREDIT BANK SYSTE | P | 150000 | 150000 | 0 | 0 | 2010-10-25 | 2011-10-13 |
| 350000 SHS BANK NEDERLANDSE GEMEENTEN | P | 350000 | 350000 | 0 | 0 | 2007-03-13 | 2011-10-20 |
| EIB 2.875% 1/15/15 JJ | P | 103770 | 102720 | 1050 | 1050 | 2010-07-27 | 2011-12-01 |
| GS LARGE CAP VALUE FUND CLASS A | P | 510000 | 439793 | 70207 | 70207 | ||
| GS LOCAL EMERGING MARKETS DEBT | P | 200000 | 206318 | -6318 | -6318 | ||
| GS STRATEGIC INCOME FUND CLASS A | P | 100000 | 105561 | -5561 | -5561 | 2011-04-15 | 2011-12-23 |
| PUBLICLY TRADED SECURITIES | P | 1070801 | 1106530 | -35729 | -35729 | ||
| PUBLICLY TRADED SECURITIES | P | 653639 | 524816 | 128823 | 128823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16186 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 335000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12419361 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026974 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 480966 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11780423 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040828 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 884132 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 16186854 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054620 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 899810 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20897037 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043059 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2420228 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.016527 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.182008 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036402 | AverageDistributionRatio |
| Net Noncharitable Assets | 13137818 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 478243 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1043 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 479286 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 652775 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1043 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1043 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1043 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6518 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6518 | TotalCreditsAndPayments |
| Overpayment | 5475 | Overpayment |
| Amount Credited To Next Year | 5475 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | NJ | 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 | JOHN MAI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3105519323 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 WEST CENTURY BLVD | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90045 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER W WANG | ||||||||
| 1421 STONE CANYON ROAD | LOS ANGELES | CA | 90077 | PRESIDENT, DIRECTOR | 1.00 | 0 | 0 | 0 |
| SHIRLEY W WANG | ||||||||
| 1421 STONE CANYON ROAD | LOS ANGELES | CA | 90077 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| JOHN MAI | ||||||||
| 5200 W CENTURY BLVD | LOS ANGELES | CA | 90045 | SECRETARY | 1.00 | 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 | 13209433 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 128453 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13337886 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 13337886 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 200068 | CashDeemedCharitable |
| Net Noncharitable Assets | 13137818 | NetNoncharitableAssets |
| Minimum Investment Return | 656891 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 656891 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1043 | TaxBasedOnInvestmentIncome |
| Total Tax | 1043 | TotalTax |
| Distributable Amount Before Adj | 655848 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 655848 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 655848 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 652775 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 652775 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1043 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 651732 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 655848 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 521632 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 652775 | QualifyingDistributions |
| Applied To Year1 | 521632 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 131143 | 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 | 524705 | 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) |
|---|---|---|
| Contributing Manager | WALTER W WANG | ContributingManager |
| Contributing Manager | SHIRLEY W WANG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AARON DIAMOND AIDS RESEARCH CENTER | |||||||
| 455 FIRST AVE 7FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| ASIAN PACIFIC AMERICAN LEGAL | |||||||
| 1145 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CHARITABLE | $240,000 |
| HARVARD WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | CHARITABLE | $250,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SUITE 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CHARITABLE | $12,775 |
| DEA EDUCATIONAL FOUNDATION | |||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 652775 | 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 | $181,225 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$40,450 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,186 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $156,961 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 156961 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN SACHS | NameOfStock |
| EOY Book Value | 5547258 | EOYBookValue |
| EOYFMV | 5024079 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2193508 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2298403 | 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 | GOLDMAN SACHS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5640421 | BookValue |
| EOYFMV | 4879938 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 51049 | 51049 | 0 |
| RENTAL LOSS | 26227 | 26227 | 0 |
| ORDINARY LOSS | 14223 | 14223 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $1,651 | Amount |
| Net Investment Income | 1651 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |