TODD SCHIFFMAN FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TODD SCHIFFMAN FOUNDATION TR (EIN 95-7040466)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202233129349100643
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-08T10:54:03-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953288054 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WRIGHT FORD YOUNG & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16140 SAND CANYON AVENUE | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 957040466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD SCHIFFMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TODD | BusinessNameControlTxt |
| Phone | 3105500200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 SUNSET BLVD 501 | AddressLine1Txt |
| City | W HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD SCHIFFMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3105500200 | PhoneNum |
| Signature | 2022-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | SCHIFFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
| Preparation | 2022-10-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,693,069 | 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 | $1,848,678 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,957 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,694 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $46,094 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $46,094 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $25,630 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $277,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,275,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,786 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $124,608 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $124,608 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,369,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $519,244 | 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 | $6,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,238 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,175 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,327 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $20,327 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,358 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,596 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,163,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $443,275 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,694 | CashBOYAmt |
| Cash EOY | $67,559 | CashEOYAmt |
| Cash EOYFMV | $67,559 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,697,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $931,860 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,860 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,886,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,749,278 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,636,686 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,056,964 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $118,278 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $959,013 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $938,686 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,056,964 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,595,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,687,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,693,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,674,975 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,674,975 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,920,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,012,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,595,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,687,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,595,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,687,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,595,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,163,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,759,361 | SubtotalAmt |
| Other Decreases | $71,978 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,687,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #5445 ST | P | 2021-01-01 | 2021-12-31 | $65,772 | $58,101 | $7,671 | $7,671 |
| MORGAN STANLEY #2767 ST | P | 2021-01-01 | 2021-12-31 | $2,850,000 | $2,850,000 | $0 | $0 |
| MORGAN STANLEY #2767 LT | P | 1998-01-05 | 2021-12-31 | $649,145 | $511,147 | $137,998 | $137,998 |
| MORGAN STANLEY #7544 ST | P | 2021-01-01 | 2021-12-31 | $314,709 | $299,927 | $14,782 | $14,782 |
| MORGAN STANLEY #7544 LT | P | 2018-06-08 | 2021-12-31 | $395,679 | $278,499 | $117,180 | $117,180 |
| CAPITAL GAINS DIVIDENDS | P | $155 | $155 | $155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,238 | OverpaymentAmt |
| Applied To ES Tax | $6,238 | 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 | TODD SCHIFFMAN FOUNDATION | IndividualWithBooksNm |
| Phone | 3105500200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 SUNSET BLVD 501 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| TODD SCHIFFMAN | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| J MICHAEL BOH | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARK PUENTE | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | TRUSTEE | 2.00 | $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 | $6,861,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $534,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,056,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,452,682 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,452,682 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,790 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,325,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,295 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,295 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,162 | TotalTaxAmt |
| Distributable Before Adj | $410,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,133 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,768 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,768 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $105,316 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $105,316 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $389,681 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | N/A | 501C3 | PURCHASE INSTRUMENTS FOR YOUNG MUSICIANS | $10,000 |
| JEWISH FAMILY SERVICE | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | N/A | 501C3 | JEWISH SOCIAL SERVICES IN LA | $50,172 |
| MY FRIEND'S PLACE | |||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | N/A | 501C3 | HOMELESS YOUTH SERVICES IN LA | $5,000 |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | |||||||
| ONE GRAND AVE STE 01 413 | SAN LUIS OBISPO | CA | 93407 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $50,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| PO BOX 48954 | LOS ANGELES | CA | 90048 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,172 | 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 | $62 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,957 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $25,630 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,608 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,786 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $500,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $500,043 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TODD SCHIFFMAN | |||||||
| 1 | 9229 SUNSET BLVD 501 | W HOLLYWOOD | CA | 90069 | $1,700,000 | Yes (X) | |
| TODD SCHIFFMAN | |||||||
| 2 | 9229 SUNSET BLVD 501 | W HOLLYWOOD | CA | 90069 | $148,678 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 50 SHARES OF ALPHABET INC CLASS A STOCKS. | NoncashPropertyDesc |
| Fair Market Value | $148,678 | FairMarketValueAmt |
| Received | 2021-11-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,475 | Amt |
| Net Investment Income | $3,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,238 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING - CHAPMAN | 2015-12-15 | $600,000 | $77,565 | SL | 39.000000000000 | $15,385 | $15,385 |
| LAND - CHAPMAN | 2015-12-15 | $200,000 | L | $0 | $0 | ||
| BUILDING - CHAPMAN | 2016-11-14 | $192,723 | $20,386 | SL | 39.000000000000 | $4,942 | $4,942 |
| LAND - CHAPMAN | 2016-11-14 | $64,241 | L | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,749,278 | EOYBookValueAmt |
| EOYFMV | $8,636,686 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING - CHAPMAN | $600,000 | $92,950 | $507,050 |
| LAND - CHAPMAN | $200,000 | $0 | $200,000 |
| BUILDING - CHAPMAN | $192,723 | $25,328 | $167,395 |
| LAND - CHAPMAN | $64,241 | $0 | $64,241 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS TO FMV ADJUSTMENT OF TRANSFERRED STOCK | Desc |
| Amt | $71,978 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,266 | $0 | $2,266 |
| STATE FILING FEE | $150 | $0 | $0 |
| OFFICE EXPENSE | $184 | $92 | $92 |
| MISCELLANEOUS | $1,491 | $0 | $0 |
| INSURANCE | $137 | $137 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $124,608 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $124,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,608 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $52,175 | Amt |
| Net Investment Income | $52,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,845 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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