ALESIA FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ALESIA FAMILY FOUNDATION (EIN 95-4750403)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349109400
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T17:23:36-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELFAND RENNERT & FELDMAN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST SUITE 1600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954750403EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALESIA FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GELFAND RENNERT & FELDMANInCareOfNm
Business Name ControlALESBusinessNameControlTxt
Phone3109541050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1760AddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP904061760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD GROSSMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3109541070PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastGROSSMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAndrew CrowPreparerPersonNm
PTINP00102741PTIN
Phone3105531707PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$813,841FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$19,809DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,809DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,753NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$133,870GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,753CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$61,562TotalRevAndExpnssAmt
Total Net Invst Incm$61,562TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$228TaxesRevAndExpnssAmt
Taxes Net Invst Incm$193TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$145OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$373TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$338TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,373TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$338TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$83,811ExcessRevenueOverExpensesAmt
Net Investment Income$61,224NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$87,781CashBOYAmt
Cash EOY$52,647CashEOYAmt
Corporate Stock BOY$100,000CorporateStockBOYAmt
Corporate Stock EOY$60,000CorporateStockEOYAmt
Corporate Stock EOYFMV$82,620CorporateStockEOYFMVAmt
Other Investments BOY$740,792OtherInvestmentsBOYAmt
Other Investments EOY$732,115OtherInvestmentsEOYAmt
Other Investments EOYFMV$731,221OtherInvestmentsEOYFMVAmt
Total Assets BOY$928,573TotalAssetsBOYAmt
Total Assets EOY$844,762TotalAssetsEOYAmt
Total Assets EOYFMV$813,841TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$5,099AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$5,099AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$923,474RetainedEarningBOYAmt
Retained Earning EOY$839,663RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$928,573TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$844,762TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$928,573TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$844,762TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$928,573TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$83,811ExcessRevenueOverExpensesAmt
Subtotal$844,762SubtotalAmt
Tot Net Ast Or Fund Balances EOY$844,762TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3,828.484 SHS FRK FNDG ALLOC AP2006-10-102020-11-19$49,980$52,117-$2,137-$2,137
2,000 SHS HEALTHCARE TR AMER A NEWP2011-02-242020-11-19$53,726$40,000$13,726$13,726
HEALTHCARE TR AMER A NEWP2012-07-182020-04-02$174$0$174$174
HEALTHCARE TR AMER A NEWP2012-07-182020-07-02$174$0$174$174
HEALTHCARE TR AMER A NEWP2012-07-182020-10-02$176$0$176$176
CAPITAL GAIN DIVIDENDSP$29,640
CAPITAL GAIN DIVIDENDSP$29,640
CAPITAL GAIN DIVIDENDSP$29,640
CAPITAL GAIN DIVIDENDSP$29,640
CAPITAL GAIN DIVIDENDSP$29,640
FieldValueIRS element (for citing)
Capital Gain Net Income$41,753CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$851InvestmentIncomeExciseTaxAmt
Subtotal$851SubtotalAmt
Tax Based On Investment Income$851TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$716EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$716TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$136TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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 Line1GELFAND RENNERT & FELDMAN LLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105531707PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11880 CENTURY PARK EAST STE 1600AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SHARON ALESIA
PO BOX 1760SANTA MONICACA904061760CO-TRUSTEE1.0$0$0$0
HOWARD GROSSMAN
PO BOX 1760SANTA MONICACA904061760CO-TRUSTEE1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$792,756AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,661AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$875,417TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$875,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,131CashDeemedCharitableAmt
Net Vl Noncharitable Assets$862,286NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,114MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,114MinimumInvestmentReturnAmt
Tax Based On Investment Income$851TaxBasedOnInvestmentIncomeAmt
Total Tax$851TotalTaxAmt
Distributable Before Adj$42,263DistributableBeforeAdjAmt
Distributable Before Ded$42,263DistributableBeforeDedAmt
Distributable As Adjusted$42,263DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$145,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$145,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,263DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr4$33,105ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$33,105TotalExcessDistributionCyovAmt
Qualifying Distributions$145,000QualifyingDistributionsAmt
Applied To Current Year$42,263AppliedToCurrentYearAmt
Remaining Distri From Corpus$102,737RemainingDistriFromCorpusAmt
Total Corpus$135,842TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$135,842ExcessDistriCyovToNextYrAmt
Excess From Year4$33,105ExcessFromYear4Amt
Excess From Current Year$102,737ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHARON ALESIAContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
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
PERMANENTLY DISABLED JOCKEY'S FUND INC
PO BOX 803ELMHURSTIL60126nonePCPROGRAM SUPPORT$75,000
VISTA DEL MAR CHILD AND FAMILY SERVICES
3200 MOTOR AVENUELOS ANGELESCA90034nonePCPROGRAM SUPPORT$25,000
RYAN'S REACH
13 AUGUSTACOTO DE CAZACA92679NONEPCPROGRAM SUPPORT$25,000
CONCERN FOUNDATION
11111 W OLYMPIC BLVD SUITE 214LOS ANGELESCA90064NONEPCPROGRAM SUPPORT$10,000
HOLLYWOOD FOOD COALITION
5939 HOLLYWOOD BLVDLOS ANGELESCA90028NONEPCPROGRAM SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,809ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,753ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$61,562ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,562TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockHEALTHCARE TRUST OF AMERICAStockNm
EOY Book Value$60,000EOYBookValueAmt
EOYFMV$82,620EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$732,115BookValueAmt
EOYFMV$731,221EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$145RevenueAndExpensesPerBooksAmt
Net Investment Income$145NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE OF CA FTB$10
REGISTRY OF CHARITABLE TRUST$25
FOREIGN$193$193

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