HARRY AND FLORENCE SLOAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND FLORENCE SLOAN FOUNDATION (EIN 95-4256339)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349106381
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T16:25:47-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954649521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELONI HRIBAL TRATNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 | 954256339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRY AND FLORENCE SLOAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MELONI HRIBAL TRATNER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8185873730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY SLOAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8185873730 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOIE STANFIELD | PreparerPersonNm |
| PTIN | P01388306 | PTIN |
| Phone | 8185873730 | PhoneNum |
| Preparation | 2024-11-15 | 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 | $562,973 | 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 | $17,620 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,040 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,040 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,858 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,858 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,574 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,028,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,574 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $88,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,475 | 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 |
| Accounting Fees Rev And Expnss | $25,769 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,461 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,411 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,241 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,846,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,846,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,909,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,846,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,821,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $223,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,246 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,125,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $338,218 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $368,727 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,349,166 | TotalAssetsBOYAmt |
| Total Assets EOY | $532,464 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $562,973 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $5,168 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,168 | 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 | $2,349,166 | RetainedEarningBOYAmt |
| Retained Earning EOY | $527,296 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,349,166 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $527,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,349,166 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $532,464 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,349,166 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,821,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $527,296 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $527,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2023-01-04 | 2023-11-24 | $611,310 | $597,073 | $14,237 | $14,237 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-26 | 2023-11-24 | $1,416,925 | $1,389,893 | $27,032 | $27,032 |
| CAPITAL GAINS DIVIDENDS | P | $305 | $305 | $305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,574 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,571 | 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 | $11,571 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,953 | OverpaymentAmt |
| Applied To ES Tax | $10,953 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | MELONI HRIBAL TRATNER LLP | IndividualWithBooksNm |
| Phone | 8185873730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD ST 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HARRY E SLOAN | ||||||||
| 21600 OXNARD ST SUITE 500 | WOODLAND HILLS | CA | 91367 | PRESIDENT/CFO | 1.00 | $0 | $0 | $0 |
| FLORENCE SLOAN | ||||||||
| 21600 OXNARD ST SUITE 500 | WOODLAND HILLS | CA | 91367 | SECRETARY | 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 | $1,276,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $354,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,630,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,630,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,606,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $618 | TotalTaxAmt |
| Distributable Before Adj | $79,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,846,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,846,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $662,073 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $757,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $694,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,812,109 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,712,736 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,638,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,846,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,767,028 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,405,887 | 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 | $662,073 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,743,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $757,570 | ExcessFromYear4Amt |
| Excess From Year3 | $694,371 | ExcessFromYear3Amt |
| Excess From Year2 | $1,812,109 | ExcessFromYear2Amt |
| Excess From Year1 | $1,712,736 | ExcessFromYear1Amt |
| Excess From Current Year | $1,767,028 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY E SLOAN | ContributingManagerNm |
| Contributing Manager | FLORENCE SLOAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | PC | ISRAELI SUPPORT | $2,500 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $5,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE SOUTHERN CALIFORNIA | |||||||
| 1145 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | PC | HUMAN RIGHTS PROTECTION | $15,000 | |
| ASPEN INSTITUTE | |||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $10,000 | |
| ASU FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | PC | HUMAN RIGHTS PROTECTION | $50,000 | |
| BEST BUDDIES INTERNATIONAL | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | PC | GENERAL SUPPORT | $1,000 | |
| CHARIDY GLOBAL FOUNDATION | |||||||
| 387 CROWN STREET | BROOKLYN | NY | 11213 | PC | ISRAELI SUPPORT | $2,000 | |
| DC VOLUNTEER LAWYERS PROJECT | |||||||
| 5335 WISCONSIN AVENUE NW SUITE 440 | WASHINGTON | DC | 20015 | PC | HUMAN RIGHTS PROTECTION | $5,000 | |
| EVERYORG | |||||||
| 58 WEST PORTAL AVENUE SUITE 781 | SAN FRANCISCO | CA | 94127 | PC | GENERAL SUPPORT | $5,000 | |
| FACING HISTORY AND OURSELVES INC | |||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | PC | GENERAL & EDUCATIONAL SUPPORT | $25,000 | |
| HOLOCAUST MUSEUM LA | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | PC | HUMAN RIGHTS PROTECTION | $25,000 | |
| HUMAN RIGHTS WATCH | |||||||
| 11500 W OLYMPIC BOULEVARD SUITE 608 | LOS ANGELES | CA | 90064 | PC | HUMAN RIGHTS PROTECTION | $5,000 | |
| JEWISH GRADUATE STUDENT INITIATIVE | |||||||
| 1543 SOUTH CREST DRIVE | LOS ANGELES | CA | 90035 | PC | EDUCATIONAL SUPPORT | $50,000 | |
| KEEP BEL-AIR BEAUTIFUL | |||||||
| 100 BEL AIR ROAD | LOS ANGELES | CA | 90077 | PC | GENERAL SUPPORT | $10,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $5,071 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $16,620 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $100,000 | |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 W 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $10,000 | |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | |||||||
| 324 S BEVERLY DRIVE SUITE 411 | BEVERLY HILLS | CA | 90212 | PC | YOUTH SUPPORT | $25,000 | |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | |||||||
| 324 S BEVERLY DRIVE SUITE 411 | BEVERLY HILLS | CA | 90212 | PC | YOUTH SUPPORT | $25,000 | |
| MINDS MATTER NATIONAL INC | |||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $500 | FLOOR |
| OPENDOR MEDIA | |||||||
| 11110 W OAKLAND PARK BLVD SUITE 288 | SUNRISE | FL | 33351 | PC | YOUTH SUPPORT | $5,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA STREET ROOM 450 | LOS ANGELES | CA | 90017 | PC | GLOBAL POLICY DEVELOPMENT SUPPORT | $25,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA STREET ROOM 450 | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $98,200 | |
| RIVET GLOBAL INC | |||||||
| 30 HECLA STREET | BOSTON | MA | 02122 | PC | YOUTH SUPPORT | $15,000 | |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PC | HUMAN RIGHTS PROTECTION | $10,000 | |
| SOLOMON R GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | ART AND EDUCATIONAL SUPPORT | $5,000 | |
| SOLOMON R GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | ART & EDUCATIONAL SUPPORT | $19,288 | |
| SUNDANCE INSTITUTE | |||||||
| 1500 KEARNS BOULEVARD SUITE B110 | PARK CITY | UT | 84060 | PC | ART & EDUCATIONAL SUPPORT | $25,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL SUPPORT | $27,185 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | MEDICAL & RESEARCH SUPPORT | $25,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | MEDICAL & RESEARCH SUPPORT | $8,700 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | MEDICAL & RESEARCH SUPPORT | $8,700 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | MEDICAL & RESEARCH SUPPORT | $8,700 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $10,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $10,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $500,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $150,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $10,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $17,560 | |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BOULEVARD SUITE 1550 | LOS ANGELES | CA | 90017 | PC | YOUTH SUPPORT | $1,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | HUMAN RIGHTS PROTECTION | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | PC | GENERAL & EDUCATIONAL SUPPORT | $5,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | PC | GENERAL & EDUCATIONAL SUPPORT | $218,700 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 699 EXPOSITION BOULEVARD | LOS ANGELES | CA | 90089 | PC | GENERAL & EDUCATIONAL SUPPORT | $200,000 | |
| VISIONARY WOMEN | |||||||
| 9663 SANTA MONICA BOULEVARD SUITE | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $1,000 | 851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,846,724 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,040 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,858 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,574 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,475 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | HARRY E AND FLORENCE L SLOAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET SUITE 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,620 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $25,769 | Amt |
| Net Investment Income | $15,461 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN ELECTRIC POWER INC | $6,591 | $5,929 |
| AMGEN INC | $7,748 | $9,217 |
| AUTOMATIC DATA PROCESSING | $10,578 | $11,649 |
| BANK NEW YORK MELLON CORP | $8,344 | $8,380 |
| BANK OF AMERICA CORP | $6,695 | $5,556 |
| BLACKROCK INC | $7,547 | $8,930 |
| CHEVRON CORPORATION | $12,502 | $10,889 |
| CISCO SYSTEMS INC | $7,864 | $7,325 |
| COMCAST CORP NEW CL A | $7,138 | $8,507 |
| CORTEVA INC | $5,236 | $4,457 |
| DIGITAL REALTY TRUST INC | $5,113 | $5,383 |
| DOVER CORP COMMON | $8,411 | $8,306 |
| EOG RESOURCES INC | $8,379 | $8,950 |
| GENL DYNAMICS CORP | $9,925 | $11,166 |
| GENUINE PARTS CO COM | $7,737 | $8,172 |
| GILEAD SCIENCES INC | $7,471 | $9,235 |
| HOME DEPOT INC | $5,155 | $5,545 |
| ILLINOIS TOOL WORKS INC | $8,992 | $11,264 |
| INTERNATIONAL BUSINESS MACHINE CORP | $4,181 | $5,070 |
| INTUIT INC | $8,849 | $11,251 |
| JOHNSON & JOHNSON | $10,017 | $9,561 |
| JPMORGAN CHASE & CO | $8,144 | $10,546 |
| KIMBERLY-CLARK CORP | $4,617 | $4,374 |
| LOCKHEED MARTIN CORP | $13,427 | $13,597 |
| MARSH AND MC LENNAN COMPANIES INC | $9,602 | $10,421 |
| MCDONALDS CORP | $11,641 | $13,936 |
| MERCK & CO INC NEW | $10,566 | $12,973 |
| MICROSOFT CORP | $20,841 | $32,715 |
| NEXTERA ENERGY INC | $11,944 | $9,840 |
| PEPSICO INCORPORATED | $7,905 | $8,152 |
| PHILLIPS 66 | $8,668 | $13,314 |
| PROCTER & GAMBLE CO | $8,768 | $8,499 |
| QUEST DIAGNOSTICS INC | $5,247 | $5,239 |
| STARBUCKS CORP | $8,267 | $8,449 |
| TARGET CORP | $4,902 | $4,557 |
| UNITED PARCEL SERVICE-B | $9,898 | $7,547 |
| UNITEDHEALTH GROUP INC | $12,449 | $12,635 |
| WASTE MGMT INC DEL | $8,982 | $10,567 |
| XCEL ENERGY INC | $7,877 | $6,624 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $525 | $0 | $0 |
| MEALS | $2,680 | $0 | $0 |
| OFFICE SUPPLIES | $206 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT MANAGEMENT FEES | $10,463 | $10,463 | $0 |
| OTHER PROFESSIONAL FEES | $23,488 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $85 | $85 | $0 |
| FILING FEE | $25 | $0 | $0 |
Comments