MARILYN S BROAD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARILYN S BROAD FOUNDATION INC (EIN 52-2260304)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-03-16
- IRS object ID
- 202620759349100877
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-16T15:37:03-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522260304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARILYN S BROAD FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MANDELBAUM BARRETT PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 9732953651 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BECKER FARM ROAD Suite 105 | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL SERVISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9732953651 | PhoneNum |
| Signature | 2026-03-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARLA ESAN | PreparerPersonNm |
| PTIN | P00367254 | PTIN |
| Phone | 2124855500 | PhoneNum |
| Preparation | 2026-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,707,086 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,994 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,994 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $662,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,852 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,584 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,667 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $58,079 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23,231 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,848 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,961 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$106,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,597 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,642,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,610,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,707,086 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,693,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,610,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,707,086 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,553 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,553 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,693,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,587,678 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,693,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,678 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,693,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,610,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,693,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$106,275 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,587,678 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,678 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM GAINS/LOSSES | P | $561,795 | $566,099 | -$4,304 | -$4,304 |
| PUBLICLY TRADED SECURITIES - LONG TERM GAINS/LOSSES | P | $92,500 | $92,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,852 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $218 | SubtotalAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,799 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,799 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,581 | OverpaymentAmt |
| Applied To ES Tax | $2,581 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9732953651 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MANDELBAUM BARRETT PC- 3 BECKER FAR | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JONATHAN SERVISS | ||||||||
| 3 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DANIEL SERVISS | ||||||||
| 3 BECKER FARM ROAD | ROSELAND | NJ | 07068 | PRES., TREASURER & DIRECTOR | 5.0 | $30,000 | $0 | $0 |
| EMILY SERVISS | ||||||||
| 3 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KATIE SERVISS | ||||||||
| 3 BECKER FARM ROAD | ROSELAND | NJ | 07068 | SECRETARY | 5.0 | $0 | $0 | $0 |
| WILLIAM SERVISS | ||||||||
| 3 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| REBECCA SERVISS | ||||||||
| 3 BECKER FARM ROAD | ROSELAND | NJ | 07068 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,657,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,689,935 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,689,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,664,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $218 | TotalTaxAmt |
| Distributable Before Adj | $83,011 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $83,011 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $83,011 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $121,961 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,011 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $100,907 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $118,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $250,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $83,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,950 | RemainingDistriFromCorpusAmt |
| Total Corpus | $289,797 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $289,797 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $100,907 | ExcessFromYear3Amt |
| Excess From Year2 | $118,574 | ExcessFromYear2Amt |
| Excess From Year1 | $31,366 | ExcessFromYear1Amt |
| Excess From Current Year | $38,950 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TRANS LIFELINE | ||||||||
| 548 MARKET ST PMB 15337 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| BUDO ACCELERATOR | ||||||||
| 17777 MAIN STREET | IRVINE | CA | 92614 | NONE | PC | GENERAL OPERATING SUPPORT | $6,500 | SUITE G |
| NORTH KINGSTON FOOD PANTRY | ||||||||
| 445 SCHOOL STREET | NORTH KINGSTOWN | RI | 02852 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| JEWISH CUBA CONNECTION CO STANLEY FALKENSTEIN | ||||||||
| 4 LIGHTHOUSE STREET 12 | MARINA DEL REY | CA | 902925938 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| PREVENTION POINT PITTSBURG | ||||||||
| 460 MELWOOD AVE FLOOR 1 | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| Brayden Cole Hinck Foundation | ||||||||
| 3459 Malaga Court | CALABASAS | CA | 91302 | NONE | POF | SUPPORT COMMUNITY ENGAGEMENT ACTIVITIES THE ADVANCE THE SHARED MISSION OF THE MARILYN S. BROAD FOUNDATION AND THE BRAYDEN COLE HINCK FOUNDATION - REQUIRES EXPENDITURE RESPONSIBILITY, SEE STATEMENT B | $5,000 | |
| OUR COMMUNITY LA | ||||||||
| 2219 MAIN ST UNIT 468 | SANTA MONICA | CA | 90405 | NONE | PC | GENERAL OPERATING EXPENSES | $7,500 | |
| ONE DANE AT A TIME | ||||||||
| PO BOX 974 | TEHACHAPI | CA | 93581 | NONE | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| LA COUNTRY FIREMAN BENEFIT FUND | ||||||||
| Captain Steve Bernau 2020 MCCREA R | THOUSAND OAKS | CA | 91362 | NONE | NC | Support community fire safety and education- Exp responsibility grant- Statement C | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,994 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,584 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES: STMT A | StockNm |
| EOY Book Value | $1,610,231 | EOYBookValueAmt |
| EOYFMV | $1,707,086 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,113 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $2,113 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $22,553 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $15,667 | Amt |
| Net Investment Income | $15,667 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |