2024-11-11T09:52:49-06:00 2023-12-31 MILLER KAPLAN ARASE LLP 4123 LANKERSHIM BLVD NORTH HOLLYWOOD CA 916022828 990PF 2023-01-01 472045701 CAPPY AND BETH ROTHMAN FAMILY FOUNDATION INC % DR AND MRS CAPPY ROTHMAN CAPP 3102772873 1261 LAS LOMAS AVENUE PACIFIC PALISADES CA 902722437 CAPPY ROTHMAN PRESIDENT 3105086449 2024-11-15 true true Michael Kaplan P00290552 8187692010 2023 2024-10-15 13:58:12Z X 1039083 X 0 X 3721 3721 21981 21981 489 103133 489 3228 3228 29419 26191 3228 0 5202 5202 0 0 5200 5200 0 0 4526 4526 70 70 116 116 15114 15114 0 0 49580 49580 64694 15114 0 49580 -35275 11077 3228 60155 25137 25137 361318 365032 747212 312818 308847 266734 734291 699016 1039083 0 0 X 734291 699016 734291 699016 734291 699016 734291 -35275 699016 699016 SHORT-TERM REALIZED GAIN & LOSS 2698 2580 118 118 LONG-TERM REALIZED GAIN & LOSS 100435 100064 371 371 489 154 154 154 798 0 798 644 644 false false false false false false false false true true false false false false true N/A DR AND MRS CAPPY ROTHMAN 3105086449 1261 LAS LOMAS AVE PACIFIC PALISADES CA 902722437 false false false false false false false false false false false false false false false false false false false false false false DR CAPPY M ROTHMAN 1261 LAS LOMAS AVENUE PACIFIC PALISADES CA 902722437 PRESIDENT 0 0 0 0 BETH P ROTHMAN 1261 LAS LOMAS AVENUE PACIFIC PALISADES CA 902722437 SECRETARY, CFO 0 0 0 0 64077 789938 0 854015 0 854015 12810 841205 42060 42060 154 154 41906 41906 41906 49580 0 0 0 0 49580 41906 0 2021 2020 2019 0 10190 8208 15568 29 10455 44450 49580 0 41906 7674 52124 0 0 0 0 10190 41934 8208 15568 29 10455 7674 X AMERICAN RED CROSS 431 18th street northwest washington DC 90021 NONE PC CHARITABLE 250 BIG LIFE FOUNDATION USA 1715 NORTH HERON DRIVE RIDGEFIELD WA 98642 NONE PC CHARITABLE 300 CHILDREN'S HOSPITAL OF LOS ANGELES 4650 SUNSET BLVD 29 LOS ANGELES CA 90027 NONE PC CHARITABLE 5000 DUNGENESS RIVER NATURE CENTER PO BOX 2450 SEQUIM WA 98382 NONE PC CHARITABLE 1000 JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 NONE PC CHARITABLE 4000 JPIEGO 1615 THAMES ST BALTIMORE MD 212313492 NONE PC CHARITABLE 500 PLANNED PARENTHOOD LOS ANGELES PO BOx 740528 LOS ANGELES CA 900740528 NONE PC CHARITABLE 2500 NORTH OLYMPIC LAND TRUST 602 EAST FRONT STREET PO BOX 2945 PORT ANGELES WA 983620366 NONE PC CHARITABLE 1500 KEHILLAT ISRAEL 16019 WEST SUNSET BLVD PACIFIC PALISADES CA 90272 NONE PC CHARITABLE 10650 OLYMPIC MUSIC FESTIVAL PO BOX 897 PORT TOWNSEND WA 98368 NONE PC CHARITABLE 5200 UCLA FOUNDATION 10889 WILSHIRE BLVD SUITE 1000 LOS ANGELES CA 90024 NONE PC CHARITABLE 3000 BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 NONE PC CHARITABLE 500 GALAPAGOS CONSERVANCY 163c connectiut ave nw suite 300 washington DC 20009 NONE PC CHARITABLE 150 HABIT FOR HUMANITY 322 W LAMAR STREET AMERICUS GA 31709 NONE PC CHARITABLE 300 NEW YORK UNIVERSITY GIFT PROCESSING CENTER PO BOX 6706 HAGERSTOWN MD 217419993 NONE PC CHARITABLE 250 UNIVERSITY OF MIAMI miller school of medicine PO BOX 25388 miami FL 331029811 NONE PC CHARITABLE 500 ST JAMES INN PO BOX 64494 LOS ANGELES CA 90064 NONE PC CHARITABLE 100 VALLEY FORGE MILITARY ACADEMY & COLLEGE 1001 EAGLE ROAD WAYNE PA 19087 NONE PC CHARITABLE 200 YOSEMITE CONSVERVANCY 101 MONTGOMERY STREET SUITE 2450 SAN FRANCISCO CA 94104 NONE PC CHARITABLE 500 ENTERTAINMENT INDUSTRY FOUNDATION Po box 845346 LOS ANGELES CA 900845346 NONE PC CHARITABLE 1000 AMERICAN RED CROSS 1450 s central ave los angeles CA 90021 NONE PC CHARITABLE 5000 PROJECT ZAWADI 253 DUKE STREET SAINT PAUL MN 55102 NONE PC CHARITABLE 720 WORLD CENTRAL KITCHEN DONOR SERVICES 200 MASS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC CHARITABLE 500 GLOBAL VILLAGE FOUNDATION c/o le ly hayslip 2734 VISTA DEL SAMBRADO ESCONDIDO CA 92025 NONE PC CHARITABLE 400 ALEX LIVINGSTONE SCHOLARSHIP FUND 852 22ND STREET SANTA MONICA CA 90403 NONE PC CHARITABLE 500 CARDIOVASCULAR RESEARCH FOUNDATION OF S CA 414 NORTH CAMDEN DRIVE SUITE 1100 BEVERLY HILLS CA 90210 NONE PC CHARITABLE 500 HEAL THE BAY 1444 9TH STREET SANTA MONICA CA 90401 NONE PC CHARITABLE 150 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVENUE FLOOR 17 CHICAGO IL 60601 NONE PC CHARITABLE 2000 KUSC PO BOX 80354 LOS ANGELES CA 90074 NONE PC CHARITABLE 60 CHABAD OF PALMETTO BAY 16721 SW 78TH CT PALMETTO BAY FL 33157 NONE PC CHARITABLE 1000 OHANA WAVES LEGACY FUND 11625 RAINWATER DRIVE SUITE 500 ALPHARETTA GA 30009 NONE PC CHARITABLE 100 ISRAEL TENNIS & ED CENTERS FOUNDATION 3275 WEST HILLSBORO BLVD SUITE 102 DEERFIELD FL 33442 NONE PC CHARITABLE 250 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 560079847 NONE PC CHARITABLE 1000 49580 14 3721 14 21981 18 489 OTHER INCOME 14 3228 29419 29419 false false false false false false false false false false TAX PREPARATION FEE 5200 5200 CORPORATE BONDS - DOMESTIC 107663 105518 FOR DETAIL SEE ATTACHED DOC MUTUAL FUND - FIXED TAXABLE 169028 129855 FOR DETAIL SEE ATTACHED DOC EFTS - FIXED INCOME 32156 31361 FOR DETAIL SEE ATTACHED DOC MUTUAL FUNDS - EQUITY 0 0 FOR DETAIL SEE ATTACHED DOC DOMESTIC CS & FOREIGN STOCK 270776 656772 FOR DETAIL SEE ATTACHED DOC MUTUAL FUND - CLOSED END 94256 90440 FOR DETAIL SEE ATTACHED DOC LEGAL FEES 5202 5202 BROOKFIELD INFRASTRUCTURE PART 16 16 CREDIT CARD ANNUAL FEE 100 100 OTHER INCOME 3228 3228 OUTSTANDING CHECKS PAYALBE - LEGAL FEE INVESTMENT MANAGEMENT FEES 4526 4526 FOREIGN TAXES PAID 70 70