JEANNE AND DENNIS MASEL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JEANNE AND DENNIS MASEL FOUNDATION INC (EIN 47-2044444)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349103212
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T13:00:03-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SPECTRUM CENTER DTIVE STE 1700 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472044444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeanne and Dennis Masel Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEANNETTE MASEL | InCareOfNm |
| Business Name Control | JEAN | BusinessNameControlTxt |
| Phone | 8187891179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 16830 Ventura Blvd Suite 501 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeannette Masel | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8187891179 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AZNIV GHAZARYAN | PreparerPersonNm |
| PTIN | P00885604 | PTIN |
| Phone | 9492612808 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,943,204 | 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 | $38,402 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $129,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,106 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,387 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $170,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,842 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,726 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,685 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,977 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,727 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,664 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $224,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198,816 | CashBOYAmt |
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $107,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,770 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,534,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,497,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,025,622 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $873,329 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $909,433 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $809,809 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,606,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,514,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,943,204 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $38,402 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $38,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,567,977 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,514,337 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,567,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,514,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,606,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,514,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,567,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,514,337 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,514,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY #5456 - SHORT TERM GAIN | P | 2024-12-27 | 2025-04-24 | $6,250 | $6,261 | -$11 | -$11 |
| FIDELITY #5456 - LONG TERM GAIN | P | 2025-04-24 | $94,150 | $77,202 | $16,948 | $16,948 | |
| CAPITAL GAIN DIVIDENDS | P | $29,169 | |||||
| CAPITAL GAIN DIVIDENDS | P | $29,169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,549 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,549 | SubtotalAmt |
| Tax Based On Investment Income | $1,549 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $80 | EsPenaltyAmt |
| Tax Due | $1,629 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANNETTE MASEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187891179 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD SUITE 501 | AddressLine1Txt |
| City | Encino | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Jeanette Masel | |||||||||
| 16830 Ventura Blvd | Suite 501 | Encino | CA | 91436 | Director | 1.0 | $0 | $0 | $0 |
| Dennis Masel | |||||||||
| 16830 Ventura Blvd | Suite 501 | Encino | CA | 91436 | Director | 1.0 | $0 | $0 | $0 |
| Andrew Palmer | |||||||||
| 10635 Santa Monica Blvd | Suite 240 | Los Angeles | CA | 90025 | 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 | $3,598,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,650,576 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,650,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,595,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,549 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,549 | TotalTaxAmt |
| Distributable Before Adj | $178,242 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $178,242 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $178,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,472 | 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 | $203,472 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $171,916 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $2,196 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $171,916 | AppliedToYear1Amt |
| Applied To Current Year | $31,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $2,196 | PriorYearUndistributedIncmAmt |
| Taxable1 | $2,196 | Taxable1Amt |
| Undistributed Income CY | $146,686 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Masterpiece international | |||||||
| 265 Exchange Drive | Crystal Lake | IL | 60014 | N/A | PC | To fund exempt purpose activity | $21,500 |
| OCS Art Services | |||||||
| 13 Grattan Street | BROOKLYN | NY | 11206 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $1,045 |
| Artadia (The Art Council Inc) | |||||||
| c/o Soho Works 55 Water Street | BROOKLYN | NY | 11201 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $3,099 |
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $55,000 |
| Longhouse Reserve | |||||||
| 133 Hands Creek Road | East Hampton | NY | 11937 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $3,000 |
| Watermill Center | |||||||
| 115 W 29TH STREET 10TH FLOOR NY | NEW YORK | NY | 10001 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $6,135 |
| Independent Curators International | |||||||
| 401 BROADWAY RM/STE 1620 | NEW YORK | NY | 10013 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $3,744 |
| Prospect Park Alliance | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $5,589 |
| TRANSPORTATION ALTERNATIVES | |||||||
| 111 JOHN STREET 260 | NEW YORK | NY | 10038 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $10,000 |
| THE BERKELEY CARROLL SCHOOL | |||||||
| 152 STERLING PLACE | BROOKLYN | NY | 11217 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $7,500 |
| SUNDANCE INSTITUTE | |||||||
| 125 E 71st St | New York City | NY | 10021 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $35,000 |
| HAYGROUND SCHOOL INC | |||||||
| PO BOX 1827 | BRIDGEHAMPTON | NY | 23432 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $5,075 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 York Avenue NY | New York | NY | 100656007 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $5,000 |
| MUSEUM OF ARTS AND DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 100191800 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $5,000 |
| One Tree Planted Inc | |||||||
| 145 PINE HAVEN SHORES ROAD 1000D | SHELBURNE | VT | 05482 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $3,000 |
| ALI FORNEY CENTER INC | |||||||
| 307 W 38th Street 2nd Floor STE 150 | New York | NY | 10018 | N/A | PC | TO FUND EXEMPT PURPOSE ACTIVITY | $4,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,832 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,736 | 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 | $46,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE INUREMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,387 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,229 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DENNIS MASEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16830 VENTURA BLVD SUITE 501 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $38,402 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $13,726 | $0 | $0 | $13,726 |
| ACCOUNTING EXPENSES | $12,000 | $0 | $0 | $12,000 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE COX INCOME FUND | $384,696 | $367,138 |
| DOUBLELINE FDS TR TOTAL RETURN | $524,737 | $442,671 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GQG PARTNERS EMERG MARKETS | $269,877 | $355,787 |
| ARTISAN INTERNATIONAL VALUE FU | $262,918 | $388,044 |
| JOHN HANCOCK INTL DYNAMIC FUND | $308,364 | $451,631 |
| I SHARES CORE S & P 500 ETF | $655,972 | $1,830,160 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | LOAN FROM OFFICER - DENNIS MASEL | LenderPersonNm |
| Loan Original | $23,007 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2021-01 | NoteDt |
| Repayment Terms | NONE | RepaymentTermsTxt |
| Interest | 0. | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | PAYMENT MADE OF BEHALF OF FOUNDATION | LoanPurposeTxt |
| Lender Consideration | CASH PAYMNET | LenderConsiderationDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRAVELERS INSURANCE | $3,664 | $0 | $0 | $3,664 |
| TAXABLE EXP-PRIVATE INUREMENT | $1,387 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Private Inurement Reimbursement Income | Desc |
| Revenue And Expenses Per Books | $1,387 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,685 | Amt |
| Net Investment Income | $17,685 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $1,727 | $1,727 | $0 | $0 |
| STATE TAXES | $250 | $0 | $0 | $250 |