ZOLLA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZOLLA FAMILY FOUNDATION (EIN 52-2365200)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202413049349101121
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T15:00:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941420282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONES SCHILLER & LITTMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 TAMAL PLAZA SUITE 205 | AddressLine1Txt |
| City | CORTE MADERA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94925 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522365200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOLLA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZOLL | BusinessNameControlTxt |
| Phone | 3103997333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 OCEAN PARK BLVD SUITE 300-A | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ZOLLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103997333 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT E LITTMAN | PreparerPersonNm |
| PTIN | P00236916 | PTIN |
| Phone | 4158914000 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,367,632 | 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 | $322,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $227,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,261,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $240,317 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,772 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$10,087 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $651,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $341,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $641,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $641,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $742,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $641,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $264,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,696 | CashBOYAmt |
| Cash EOY | $69,621 | CashEOYAmt |
| Cash EOYFMV | $69,621 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $79,750 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $97,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $97,427 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,744,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,804,715 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,641,060 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,012,959 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $909,377 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $855,085 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $813,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $734,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $704,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,707,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,616,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,367,632 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,707,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,616,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,707,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,616,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,707,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,616,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,707,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,616,074 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,616,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SECURITIES MANAGED BY JPMORGAN CHASE- DETAIL AVAILABLE UPON REQUEST | P | $448,004 | $196,435 | $251,569 | $251,569 |
| SECURITIES MANAGED BY FIDELITY BROKERAGE SVCS- DETAIL AVAILABLE UPON REQUEST | P | $76,972 | $53,362 | $23,610 | $23,610 |
| SECURITIES MANAGED BY FIDELITY BROKERAGE SVCS- DETAIL AVAILABLE UPON REQUEST | P | $134,050 | $78,080 | $55,970 | $55,970 |
| SECURITIES MANAGED BY FIDELITY BROKERAGE SVCS- DETAIL AVAILABLE UPON REQUEST | P | $270,138 | $275,284 | -$5,146 | -$5,146 |
| SECURITIES MANAGED BY CHARLES SCHWAB & CO- DETAIL AVAILABLE UPON REQUEST | P | $332,652 | $341,620 | -$8,968 | -$8,968 |
| KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP | P | $76,718 | -$76,718 | -$76,718 | |
| BOOK FMV ADJ FOR DONATED STOCK SOLD | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $240,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,679 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,321 | OverpaymentAmt |
| Applied To ES Tax | $16,321 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN ZOLLA | IndividualWithBooksNm |
| Phone | 3103997333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 OCEAN PARK BLVD SUITE 300-A | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN ZOLLA | ||||||||
| 2601 OCEAN PARK BLVD SUITE 300-A | SANTA MONICA | CA | 90405 | DIRECTOR & PRESIDENT | 8.00 | $0 | $0 | $0 |
| ALISSA ZOLLA BARTLE | ||||||||
| 2601 OCEAN PARK BLVD SUITE 300-A | SANTA MONICA | CA | 90405 | DIRECTOR & VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MIRIAM ZOLLA NEANDROSS | ||||||||
| 2601 OCEAN PARK BLVD SUITE 300-A | SANTA MONICA | CA | 90405 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSEPH HURWICH | ||||||||
| 260 SEA VIEW AVENUE | PIEDMONT | CA | 94610 | DIRECTOR & CFO | 1.00 | $0 | $0 | $0 |
| ERIK NEANDROSS | ||||||||
| 2601 OCEAN PARK BLVD SUITE 300-A | SANTA MONICA | CA | 90405 | DIRECTOR & SECRETARY | 1.00 | $0 | $0 | $0 |
| PETER BARTLE | ||||||||
| 2601 OCEAN PARK BLVD SUITE 300-A | SANTA MONICA | CA | 90405 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,858,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,083,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,083,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,976,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $348,842 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $348,842 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,679 | TotalTaxAmt |
| Distributable Before Adj | $345,163 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $345,163 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $345,163 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $641,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $641,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,163 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $41,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $190,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $293,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $525,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $641,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $345,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $295,837 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $821,259 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $821,259 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,503 | ExcessFromYear3Amt |
| Excess From Year2 | $190,305 | ExcessFromYear2Amt |
| Excess From Year1 | $293,614 | ExcessFromYear1Amt |
| Excess From Current Year | $295,837 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN ZOLLA | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN ZOLLA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 OCEAN PARK BLVD SUITE 300-A | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3103997333 | RecipientPhoneNum |
| Form And Info And Materials | UNSOLICITED PROPOSALS ARE NOT ACCEPTED. DONEE'S MUST SUBMIT A COMPLETED APPLICATION FORM AND OTHER SUPPLEMENTAL DOCUMENTS SUCH AS A BUDGET, EVALUATION OF PAST YEAR'S GIFT (IF APPLICABLE), AND SOURCES OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS TO BE ALLOCATED TO EDUCATION (52%), SOCIAL SERVICES (23%), ARTS (19%), ENVIRONMENT (5%), MEDICAL (1%) WITHIN LOS ANGELES AND SOUTHERN CALIFORNIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AIRPORT MARINA COUNSELING SERVICE (AMCS) | ||||||
| 7891 LA TIJERA BLVD | LOS ANGELES | CA | 90045 | PC | TO PROVIDE SALARY SUPPORT FOR THE SUPERVISORS AND PSYCHIATRIST IN THE AT-RISK KIDS PROGRAM | $18,000 |
| BRIGHT PROSPECT (BRIGPROS) | ||||||
| 1460 EAST HOLT AVE 74 | POMONA | CA | 91767 | PC | TO SUPPORT THE BRIGHT PROSPECT SCHOLAR PROGRAM FOR COLLEGE STIPEND | $50,500 |
| BUCKNELL UNIVERSITY (BUCKNELL) | ||||||
| 701 MOORE AVE | LEWISBURG | PA | 17837 | PC | TO SUPPORT BUCKNELL UNIVERSITY | $75,000 |
| CHILDREN HOSPITAL OF LOS ANGELES (CHLA) | ||||||
| 4650 SUNSET BLVD 29 | LOS ANGELES | CA | 90027 | PC | TO SUPPORT CAREERS AND HELP MENTORING PROGRAM (CHAT) | $12,000 |
| COALITION FOR CLEAN AIR (COALITION) | ||||||
| 660 FIGUEROA STREET STE 1140 | LOS ANGELES | CA | 90017 | PC | TO SUPPORT THE COALITION FOR CLEAN AIR | $12,000 |
| DETERMINED TO SUCCEED (DTS) | ||||||
| 2525 OCEAN PARK BLVD 116 | SANTA MONICA | CA | 90405 | PC | ASSIST IN THE COLLEGE PREPARATION AND ADMISSION PROCESS FOR DTS INNER-CITY HIGH SCHOOL STUDENTS. | $342,500 |
| HAPPY TRAILS FOR KIDS (HAPPY) | ||||||
| 2525 OCEAN PARK BLVD 104 | SANTA MONICA | CA | 90405 | PC | TO SEND FOSTER CHILDREN TO SUMMER CAMP | $17,000 |
| LA OPERA (LAOPERA) | ||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | PC | TO SUPPORT THE LA OPERA | $10,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION (LAPHILAR) | ||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | PC | TO SUPPORT THE LOS ANGELES PHILHARMONIC ASSOCIATION | $25,000 |
| MARINES CORPS SCHOLARSHIP FOUNDATION (MARINES) | ||||||
| 909 N WASHINGTON ST 400 | ALEXANDRIA | VA | 22314 | PC | TO SUPPORT THE MARINES CORPS SCHOLARSHIP | $15,000 |
| ONE VOICE (ONEVOICE) | ||||||
| 1228 15TH STREET C | SANTA MONICA | CA | 90404 | PC | TO SUPPORT THE ONE VOICE SCHOLAR PROGRAM FOR COLLEGE STIPEND | $48,000 |
| PALI HIGH BOOSTER CLUB | ||||||
| PO BOX 223 | PACIFIC PALISADES | CA | 90272 | PC | TO SUPPORT PALI HIGH BOOSTER CLUB | $2,000 |
| PALISADES CHARTER HIGH SCHOOL | ||||||
| 15777 BOWDOIN ST | PACIFIC PALISADES | CA | 90272 | PC | TO SUPPORT PALISADES HIGH CHARTER SCHOOL | $8,000 |
| PLANNED PARENTHOOD LOS ANGELES(PPLA) | ||||||
| 400 WEST 30TH ST | LOS ANGELES | CA | 90007 | PC | TO SUPPORT PLANNED PARENTHOOD OF LOS ANGELES | $5,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPENEURS | ||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | PC | TO SUPPORT SOCIAL AND ENVIRONMENTAL ENTREPENEURS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $641,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,333 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $227,250 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | KAYNE ANDERSON - PARTNERSHIP INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$10,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,811 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $328,811 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CHARLES LARSEN | ||||||
| 1 | 10 TERRAPIN ISLAND LN | KIAWAH | SC | 29455 | $2,500 | Yes (X) |
| SUSAN ZOLLA | ||||||
| 2 | 2601 OCEAN PARK BLVD SUITE 300-A | SANTA MONICA | CA | 90405 | $320,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $909,377 | EOYBookValueAmt |
| EOYFMV | $855,085 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,804,715 | EOYBookValueAmt |
| EOYFMV | $5,641,060 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $734,934 | BookValueAmt |
| EOYFMV | $704,439 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $74,379 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $74,379 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $289 | $0 | $289 |
| BANK FEE CREDITS | $26 | $0 | $26 |
| KAYNE ANDERSON - PARTNERSHIP INCOME | -$10,087 | -$10,087 | -$10,087 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ZOLLA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 OCEAN PARK BOULEVARD SUITE | AddressLine1Txt |
| Address Line2 | 300-A | AddressLine2Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90405 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $2,511 | $2,511 | $0 |
| FEDERAL TAX | $25,097 | $0 | $0 |