STOCK FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
STOCK FAMILY FOUNDATION INC (EIN 45-4113404)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-16
IRS object ID
202303219349100400
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)
Return2023-11-16T21:19:45-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203942845PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Yosef Y Manela CPA A Professional CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 Wilshire Blvd Suite 2030AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90048ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454113404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stock Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTOCBusinessNameControlTxt
Phone3232004776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1422 S Mansfield AveAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMordechai StockPersonNm
Person TitleDirectorPersonTitleTxt
Signature2023-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMordechaiPersonFirstNm
Person LastStockPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYosef Y Manela CPA APCPreparerPersonNm
PTINP00446103PTIN
Phone3237820818PhoneNum
Self EmployedYes (X)SelfEmployedInd

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$2,520,544FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$560,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,794DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,794DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$17,700NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,589GrossSalesPriceAmt
Total Rev And Expnss$583,094TotalRevAndExpnssAmt
Total Net Invst Incm$40,794TotalNetInvstIncmAmt
Interest Rev And Expnss$493InterestRevAndExpnssAmt
Interest Net Invst Incm$444InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$49InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,879TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,591TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$288TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$227OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$204OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,239TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$360TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$178,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$178,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,199TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,239TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$178,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$400,895ExcessRevenueOverExpensesAmt
Net Investment Income$37,555NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,482CashBOYAmt
Cash EOY$677,887CashEOYAmt
Cash EOYFMV$677,887CashEOYFMVAmt
Other Nts And Loans Rcvbl$30,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$30,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$30,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$30,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$2,902,376CorporateStockBOYAmt
Corporate Stock EOY$1,812,657CorporateStockEOYAmt
Corporate Stock EOYFMV$1,812,657CorporateStockEOYFMVAmt
Other Assets BOY$200,000OtherAssetsBOYAmt
Total Assets BOY$3,165,858TotalAssetsBOYAmt
Total Assets EOY$2,520,544TotalAssetsEOYAmt
Total Assets EOYFMV$2,520,544TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,182OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,182TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,164,676RetainedEarningBOYAmt
Retained Earning EOY$2,520,544RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,164,676TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,520,544TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,165,858TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,520,544TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,164,676TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$400,895ExcessRevenueOverExpensesAmt
Subtotal$3,565,571SubtotalAmt
Other Decreases$1,045,027OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,520,544TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
UBS Short TermP2022-01-012022-12-31$11,669$11,669$11,669
UBS Long TermP2021-01-012022-12-31$125,920-$29,369-$29,369$155,289
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,700CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$522InvestmentIncomeExciseTaxAmt
Subtotal$522SubtotalAmt
Tax Based On Investment Income$522TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Tax Due$542TaxDueAmt
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 SatisfiedfalseSection508eRqrSatisfiedInd
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 Line1Mordechai StockBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3237820818PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1422 S Mansfield AveAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mordechai Stock
422 South Mansfield AveLos AngelesCA90036Director0.00$0
Freda Stock
422 South Mansfield AveLos AngelesCA90036Director0.00$0
Yosef Manela
6300 Wilshire Blvd Suite 2030Los AngelesCA90048Director0.00$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)
Description1All distributions are made solely to exempt charitable organizationsand institutions that qualify for exemption exclusively under Section501(c)(3) of the United States Internal Revenue Code.Description1Txt
Expenses1$178,600Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,134,046AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$83,053AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,217,099TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,217,099AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,183,843NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,192MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,192MinimumInvestmentReturnAmt
Tax Based On Investment Income$522TaxBasedOnInvestmentIncomeAmt
Total Tax$522TotalTaxAmt
Distributable Before Adj$108,670DistributableBeforeAdjAmt
Distributable Before Ded$108,670DistributableBeforeDedAmt
Distributable As Adjusted$108,670DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$178,960ExpensesAndContributionsAmt
Qualifying Distributions$178,960QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,670DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$77,186ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$58,465ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$123,388ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$132,504ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$391,543TotalExcessDistributionCyovAmt
Qualifying Distributions$178,960QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$108,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,290RemainingDistriFromCorpusAmt
Total Corpus$461,833TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$77,186ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$384,647ExcessDistriCyovToNextYrAmt
Excess From Year4$58,465ExcessFromYear4Amt
Excess From Year3$123,388ExcessFromYear3Amt
Excess From Year2$132,504ExcessFromYear2Amt
Excess From Current Year$70,290ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMordechai StockContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Congregation Ahavas Yisroel
731 N La Brea AveLos AngelesCA90038NoneN/ATo enhance and increase the religiosity of Jewish education.$50,000
Torah V Chesed Fund
5417 18th AveBrooklynNY11204NonePCTo enhance and increase the religiosity of Jewish education.$100,000
Congregation Shairis Israel
94 Ross St 4-bBrooklynNY11211NonePCTo enhance and increase the religiosity of Jewish education.$20,000
Chabad of Puerto Vallarta
717 Crown StBrooklynNY11213NonePCcharitable donation$5,000
Our Big Kitchen Los Angeles
8657 W Pico BlvdLos AngelesCA90035NonePCCharitable donation$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,794ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$17,700ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescInterest IncomeDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,094ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,094TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMordechai and Freda StockContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1422 South Mansfield AvenueAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Total Contributions$560,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stocksStockNm
EOY Book Value$1,812,657EOYBookValueAmt
EOYFMV$1,812,657EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$227RevenueAndExpensesPerBooksAmt
Net Investment Income$204NetInvestmentIncomeAmt
Disbursements Charitable Prps$23DisbursementsCharitablePrpsAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonLoan ReceivablePersonNm
FieldValueIRS element (for citing)
Loan Original$125,000LoanOriginalAmt
Balance Due$30,000BalanceDueAmt
Note2013-12NoteDt
Loan Maturity2014-12LoanMaturityDt
Interest7.2000InterestRt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxCategoryTxt
Amt$2,879Amt
Net Investment Income$2,591NetInvestmentIncomeAmt
Disbursements Charitable Prps$288DisbursementsCharitablePrpsAmt

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