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SLATER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SLATER FAMILY FOUNDATION (EIN 95-4685547)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-16
IRS object ID
202303209349101920
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-16T19:59:29-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954298574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZIGMOND SNOW & LANGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19301 OAKDALE AVE SUITE 375AddressLine1Txt
CityCHATSWORTHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91311ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954685547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SLATER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSLATBusinessNameControlTxt
Phone6266432885PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19222 CORBIN AVE 323AddressLine1Txt
CityNORTHRIDGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91324ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH SLATERPersonNm
Person TitlePresidentPersonTitleTxt
Phone6266432885PhoneNum
Signature2023-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRUTHPersonFirstNm
Person LastSLATERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSheldon M Snow CPAPreparerPersonNm
PTINP00130337PTIN
Phone8187897850PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$935,903FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$24,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,201DividendsNetInvstIncmAmt
Dividends Adj Net Incm$24,201DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$52,349NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$68,560GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,349CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$24,493NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$79,550TotalRevAndExpnssAmt
Total Net Invst Incm$76,550TotalNetInvstIncmAmt
Total Adj Net Incm$48,694TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,520AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,520AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$649TaxesRevAndExpnssAmt
Taxes Net Invst Incm$649TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$25OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,194TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$70,970ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$70,970ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,164TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,194TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,970TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,386ExcessRevenueOverExpensesAmt
Net Investment Income$74,356NetInvestmentIncomeAmt
Adjusted Net Income$48,694AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,688SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,430SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,430SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$161,262CorporateStockBOYAmt
Corporate Stock EOY$142,906CorporateStockEOYAmt
Corporate Stock EOYFMV$898,473CorporateStockEOYFMVAmt
Total Assets BOY$173,950TotalAssetsBOYAmt
Total Assets EOY$180,336TotalAssetsEOYAmt
Total Assets EOYFMV$935,903TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$315,152CapitalStockBOYAmt
Capital Stock EOY$315,152CapitalStockEOYAmt
Retained Earning BOY-$141,202RetainedEarningBOYAmt
Retained Earning EOY-$134,816RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$173,950TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$180,336TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$173,950TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$180,336TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$173,950TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,386ExcessRevenueOverExpensesAmt
Subtotal$180,336SubtotalAmt
Tot Net Ast Or Fund Balances EOY$180,336TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
LONG TERM COVERED WELLS FARGO -0684P$32,640$8,147$24,493$24,493
LONG TERM COVERED CHARLES SCHWAB-7781P$35,920$8,064$27,856$27,8562000-10-102022-11-15
FieldValueIRS element (for citing)
Capital Gain Net Income$52,349CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$24,493NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,034InvestmentIncomeExciseTaxAmt
Subtotal$1,034SubtotalAmt
Tax Based On Investment Income$1,034TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$1,047TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RUTH SLATERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267967599PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19222 CORBIN AVE 323AddressLine1Txt
CityNORTHRIDGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91324ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUTH SLATER
9222 CORBIN AVE 323NORTHRIDGECA91324PRES.,CEO, CFO0.50$0
SUSAN SLATER
C/O 9222 CORBIN AVE 323NORTHRIDGECA91324VP & SECRETARY0.15$0
CAROL SMOLENSKI
C/O 9222 CORBIN AVE 323NORTHRIDGECA91324Vice President0.15$0
SHARON LEVY
C/O 9222 CORBIN AVE 323NORTHRIDGECA91324Vice President0.15$0
VICKI F MAGASINN
300 CORPORATE POINTE 410CULVER CITYCA90230Director0.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1UNSOLICITED CONTRIBUTIONS TO PUBLIC CHARITIES- SEE PART XIV OF THIS RETURNDescription1Txt
Expenses1$70,970Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$988,607AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,059AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,013,666TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,013,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,205CashDeemedCharitableAmt
Net Vl Noncharitable Assets$998,461NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,923MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,923MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,034TaxBasedOnInvestmentIncomeAmt
Total Tax$1,034TotalTaxAmt
Distributable Before Adj$48,889DistributableBeforeAdjAmt
Distributable Before Ded$48,889DistributableBeforeDedAmt
Distributable As Adjusted$48,889DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,970ExpensesAndContributionsAmt
Qualifying Distributions$70,970QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,889DistributableAsAdjustedAmt
Undistributed Income PY$34,998UndistributedIncomePYAmt
Qualifying Distributions$70,970QualifyingDistributionsAmt
Applied To Year1$34,998AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,972AppliedToCurrentYearAmt
Undistributed Income CY$12,917UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRUTH SLATERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VAR ORGANIZED CHARITIES
15 ORGANIZATIONS 251VARIOUSCA91103N/APCGENERAL FUND$2,500
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048N/APCLITERARY CIRCLE$2,750
SHOMREI TORAH SYNAGOGUE
7353 VALLEY CIR BLVDWEST HILLSCA91304N/APCGENERAL FUND$500
HADASSAH
50 WEST 58TH STREETNEW YORKNY10019N/APCMEDICAL SERVICES$3,000
SECOND HARVEST FOOD BANK
750 CURTNER AVENUESAN JOSECA95125N/APCGENERAL FUND$500
PLANNED PARENTHOOD
434 WEST 33RD STNEW YORKNY10001N/APCGENERAL FUND$750
JEWISH FAMILY SERVICE
4311 WILSHIRE BLVDLOS ANGELESCA90010N/APCGENERAL FUND$500
ABRAHAM JOSHUA HESCHEL DAY SCHOOL
17701 DEVONSHIRE STREETNORTHRIDGECA91325N/APCGENERAL FUND$360
FRIENDS OF THE ISRAEL DEFENSE FORCE
1430 BROADWAYNEW YORKNY10018N/APCGENERAL FUND$1,000
CENTER THEATRE GROUP
601 W TEMPLE STLOS ANGELESCA90012N/APCGENERAL FUND$2,000
HARVARD WEST LAKE SCHOOL
700 N FARING RDLOS ANGELESCA90077N/APCGENERAL FUND$500
CROHNS COLITIS FOUNDATION
733 THIRD AVENUE STE 510NEW YORKNY10017N/APCGENERAL FUND$1,000
HILLEL AT STANFORD
565 MAYFIELD AVESTANFORDCA94305N/APCGENERAL FUND$860
AMERICAN FRIENDS OF MAGEN DAVID ADO
20 WEST 36TH STE 1100NEW YORKNY10018N/APCGENERAL FUND$50,500
NEFESH B'NEFESH
50 EISENHOWER DRPARAMUSNJ07652N/APCGENERAL FUND$250
JEWISH FREE LOAN ASSOCIATION
6505 WILSHIRE BLVD SUITE 715LOS ANGELESCA90048N/APCGENERAL FUND$500
US HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PI SWWASHINGTONDC20024N/APCGENERAL FUND$500
PBS COCAL
308 BRISTOL ST SUITE 100COSTA MESACA92626NAPCGENERAL FUND$500
AMERICAN FRIENDS OF YAD VASHEM
11870 SANTA MONICA BLVD SUITE 10644LOS ANGELESCA90025NAPCGENERAL FUND$500
CITY OF HOPE
44151 15TH STREETWEST LANCASTERCA93534N/APCGENERAL FUND$1,000
LA JEWISH HEALTH
7150 TAMPA AVERESEDACA91335NAPCGENERAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$70,970TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,201ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$52,349ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$76,550ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,550TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,520Amt
Net Investment Income$1,520NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$25RevenueAndExpensesPerBooksAmt
Net Investment Income$25NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL & OTHER TAXESCategoryTxt
Amt$649Amt
Net Investment Income$649NetInvestmentIncomeAmt

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