HARRY AND FLORENCE SLOAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND FLORENCE SLOAN FOUNDATION (EIN 95-4256339)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349109645
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:14:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARRY | PersonFirstNm |
| Person Last | SLOAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOIE STANFIELD | PreparerPersonNm |
| PTIN | P01388306 | PTIN |
| Phone | 8185873730 | PhoneNum |
| Preparation | 2021-11-15 | 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 | 2020 | 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 | $895,482 | 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 | $19,445 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $941,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,614,938 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $941,765 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $974,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $954,842 | 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 | $18,469 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,082 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,748 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $739,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $739,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $772,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $739,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $202,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $929,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $245,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $255,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $255,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $335,179 | CorporateStockBOYAmt |
| Corporate Stock EOY | $548,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $595,359 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $49,432 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,950 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,524 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $637,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $839,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $895,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $637,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $839,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $637,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $839,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $637,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $839,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $637,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $202,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $839,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $839,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | 2020-01-01 | 2020-12-31 | $421,670 | $399,961 | $21,709 | $21,709 |
| PUBLICLY TRADED SECURITIES | P | 2018-12-26 | 2020-12-31 | $336,754 | $273,003 | $63,751 | $63,751 |
| PUBLICLY TRADED SECURITIES | D | 2019-12-19 | 2020-08-14 | $854,518 | $209 | $854,309 | $854,309 |
| CAPITAL GAINS DIVIDENDS | P | 2018-12-26 | 2020-12-31 | $1,996 | $1,996 | $1,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $941,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,789 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,789 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,864 | OverpaymentAmt |
| Applied To ES Tax | $13,864 | 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 | $976,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,178,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,178,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,161,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,925 | TotalTaxAmt |
| Distributable Before Adj | $45,129 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,129 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $739,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $739,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $739,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $462,704 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $235,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $920,196 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $662,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $757,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,038,242 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $739,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $694,371 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,732,613 | 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 | $462,704 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,269,909 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $235,699 | ExcessFromYear4Amt |
| Excess From Year3 | $920,196 | ExcessFromYear3Amt |
| Excess From Year2 | $662,073 | ExcessFromYear2Amt |
| Excess From Year1 | $757,570 | ExcessFromYear1Amt |
| Excess From Current Year | $694,371 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| A SENSE OF HOME | |||||||
| 3457 W EL SEGUNDO BLVD UNIT A | HAWTHORNE | CA | 90250 | PC | TO CREATE SAFE HOMES FOR FOSTER YOUTH | $1,500 | |
| AMERICAN FRIENDS OF UNIT 669 INC | |||||||
| 35 CROSSBROOK ROAD | LIVINGSTON | NJ | 07039 | PC | TO SUPPORT VETERANS | $5,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | PC | GENERAL & EDUCATIONAL SUPPORT | $25,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PC | GENERAL & EDUCATIONAL SUPPORT | $25,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PC | GENERAL & EDUCATIONAL SUPPORT | $10,000 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET NO 700 | CHICAGO | IL | 60601 | PC | TO PROVIDE MEALS TO FAMILIES IN NEED | $5,000 | |
| HEROES TO HEROES FOUNDATION | |||||||
| 96 LINWOOD PLAZA NO 305 | FORT LEE | NJ | 07024 | PC | TO SUPPORT VETERANS | $2,500 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | PC | TO PROTECT AND DEFEND HUMAN RIGHTS | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | PC | TO SUPPORT AND TRAIN LOCAL HEALTH WORKERS IN MOST VULNERABLE COMMUNITIES | $2,000 | |
| JEWISH GRADUATE STUDENT INITIATIVE | |||||||
| 9315 ALCOTT STREET SUITE 201 | LOS ANGELES | CA | 90035 | PC | TO HELP SECURE THE JEWISH COMMUNITY'S FUTURE | $20,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART AND EDUCATIONAL SUPPORT | $15,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART, EDUCATIONAL AND OPERATIONAL SUPPORT | $100,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART, EDUCATIONAL AND OPERATIONAL SUPPORT | $100,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART AND EDUCATIONAL SUPPORT | $5,000 | |
| LOS ANGELES POLICE FOUNDATION | |||||||
| 633 W 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | PC | TO PROVIDE TECHNOLOGY UPGRADES, TRAINING, COMMUNITY OUTREACH AND YOUTH PROGRAMS | $10,000 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | TO PROVIDE NUTRITIOUS MEALS TO CHILDREN, FAMILIES AND SENIORS | $10,000 | |
| LUPUS RESEARCH ALLIANCE | |||||||
| 275 MADISON AVENUE 10TH FLOOR | NEW YORK | NY | 10016 | PC | MEDICAL AND RESEARCH SUPPORT FOR LUPUS | $1,000 | |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | |||||||
| 324 S BEVERLY DRIVE NO 411 | BEVERLY HILLS | CA | 90212 | PC | TO COMBAT TEENAGE SUICIDE AND ITS AFTERMATH | $25,000 | |
| MAYOR'S FUND FOR LOS ANGELES | |||||||
| 200 N SPRING STREET NO 305B | LOS ANGELES | CA | 90012 | PC | TO SUPPORT CITY OF LOS ANGELES' EMERGENCY RESPONSE TO COVID-19 | $1,500 | |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | PC | TO SUPPORT MEN'S HEALTH | $1,000 | |
| GREAT PUBLIC SHCOOLS NOW | |||||||
| 1150 SOUTH OLIVE STREET SUITE 1325 | LOS ANGELES | CA | 90015 | PC | TO SUPPORT FAMILIES IMPACTED BY COVID-19 | $2,500 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | PC | TO SUPPORT COVID EMERGENCY FUND | $25,000 | |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | PC | TO SUPPORT GLOBAL POLICY DEVELOPMENT | $25,000 | |
| PASADENA HUMANE | |||||||
| 361 S RAYMOND AVENUE | PASADENA | CA | 91105 | PC | TO SUPPORT ANIMALS IN NEED | $1,000 | |
| SUNDANCE INSTITUTE | |||||||
| 5900 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90024 | PC | TO SUPPORT DEVELOPMENT OF ARTIST | $50,000 | |
| TOURETTE ASSOCIATION OF AMERICA | |||||||
| 4240 BELL BLVD | BAYSIDE | NY | 11361 | PC | MEDICAL AND RESEARCH SUPPORT FOR TOURETTE SYNDROME AND OTHER TIC DISORDERS | $3,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | TO PROVIDE ANDERSON SCHOOL OF MANAGEMENT'S GENERAL AND EDUCATIONAL SUPPORT | $10,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | TO PROVIDE ANDERSON SCHOOL OF MANAGEMENT'S GENERAL AND EDUCATIONAL SUPPORT | $5,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | TO SUPPORT THE SCHOOL OF THEATER, FILM AND TELEVISION TFT FUND AND EDUCATIONAL SCHOLARSHIP | $5,000 | |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BOULEVARD SUITE 1955 | LOS ANGELES | CA | 90017 | PC | TO SUPPORT PROGRAMS FOR FOSTER YOUTH | $10,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY GARDENS UGB 203 | LOS ANGELES | CA | 90089 | PC | TO SUPPORT USC GOULD SCHOOL OF LAW BUILDING FUND | $200,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY GARDENS UGB 203 | LOS ANGELES | CA | 90089 | PC | TO SUPPORT USC SCHOOL OF CINEMATIC ARTS STUDENT EMERGENCY FUND | $1,500 | |
| VISIONARY WOMEN | |||||||
| 9663 SANTA MONICA BLVD NO 851 | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $1,000 | |
| FEEDING OUR COVID 19 FRONTLINE DOCT | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | I | COVID 19 PANDEMIC DISASTER RELIEF - SUPPORT HEALTH CARE PROFESSIONALS AT HOSPITALS | $1,000 | NONE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $739,500 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $941,765 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $954,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,854 | 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 | $19,445 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,469 | Amt |
| Net Investment Income | $11,082 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOOKING HOLDINGS INC | $1,984 | $2,227 |
| INTERPUBLIC GROUP COS INC | $2,687 | $2,634 |
| LAS VEGAS SANDS CORP COM | $3,847 | $4,589 |
| NIKE INC CL B | $3,690 | $4,952 |
| TARGET CORP | $3,580 | $4,766 |
| WALT DISNEY CO | $4,284 | $5,617 |
| CVS HEALTH CORPORATION | $3,496 | $3,620 |
| HAIN CELESTIAL GROUP INC | $2,188 | $2,690 |
| MONDELEZ INTERNATIONAL INC | $4,384 | $4,619 |
| SYSCO CORP | $4,024 | $4,753 |
| BLACKROCK INC | $4,123 | $5,051 |
| BLACKSTONE GROUP INC | $2,854 | $3,370 |
| CITIGROUP INC | $6,247 | $7,029 |
| JPMORGAN CHASE & CO | $6,673 | $8,006 |
| ABBVIE INC | $2,278 | $2,357 |
| AMGEN INC | $2,515 | $2,529 |
| ELI LILLY & CO COM | $3,572 | $3,715 |
| MERCK & CO INC | $4,058 | $4,090 |
| THERMO FISHER SCIENTIFIC INC | $2,860 | $3,261 |
| UNITEDHEALTH GROUP INC | $7,710 | $8,416 |
| BOEING CO | $3,983 | $3,853 |
| RAYTHEON TECHNOLOGIES CORP | $4,110 | $4,362 |
| UNION PACIFIC CORP | $4,224 | $4,373 |
| UNITED PARCEL SERVICE-CL B | $4,390 | $4,715 |
| WASTE MANAGEMENT INC | $4,139 | $4,128 |
| ALPHABET INC CL C | $10,434 | $12,263 |
| APPLE INC | $14,049 | $18,577 |
| BROADCOM INC | $4,202 | $5,692 |
| CISCO SYSTEMS INC | $5,664 | $5,281 |
| COGNIZANT TECH SOLUTIONS CRP COM | $3,828 | $4,671 |
| ELECTRONIC ARTS INC | $4,411 | $4,595 |
| FIDELITY NATL INFORMATION SVCS INC | $3,740 | $3,678 |
| LAM RESEARCH CORP COM | $4,131 | $5,195 |
| MICROSOFT CORP | $15,251 | $16,904 |
| VISA INC-CLASS A | $3,382 | $3,718 |
| CELANESE CORP | $3,676 | $4,548 |
| AT&T INC | $4,212 | $3,969 |
| DIAGEO PLC - ADR | $3,924 | $4,605 |
| EATON CORP PLC | $2,755 | $2,883 |
| FLEX LTD | $2,042 | $3,147 |
| GARMIN LTD | $3,352 | $3,829 |
| MANULIFE FINANCIAL CORP | $5,654 | $6,415 |
| MEDTRONIC, PLC | $3,264 | $3,748 |
| SUNCOR ENERGY INC NEW F | $2,503 | $2,416 |
| TE CONNECTIVITY LTD | $2,792 | $3,511 |
| TORONTO DOMINION BK ONT COM NEW | $3,894 | $4,626 |
| TOTAL SE | $3,618 | $3,437 |
| UNILEVER PLC - ADR | $3,169 | $3,259 |
| ISHARES S&P MID-CAP 400 VALUE | $32,418 | $38,317 |
| UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS R6 | $3,673 | $4,725 |
| VANGUARD VALUE VIPER | $12,514 | $13,799 |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | $3,615 | $3,809 |
| ISHARES MSCI EAFE ETF | $16,119 | $18,021 |
| ISHARES MSCI PACIFIC EX JAPAN | $8,341 | $9,287 |
| MFS GLOBAL REAL ESTATE FUND CLASS R5 | $30,260 | $32,597 |
| VANGUARD FTSE EMERGING MARKETS ETF | $7,827 | $8,970 |
| ISHARES PREFERRED AND INCOME SECURITIES ETF | $14,235 | $14,942 |
| PIMCO HIGH YIELD FUND | $42,815 | $44,160 |
| PIMCO TOTAL RETURN FUND | $40,728 | $39,682 |
| WESTERN ASSET CORE PLUS BOND FUND | $60,214 | $60,454 |
| ASHMORE EMERGING MARKETS CORPORATE DEBT FUND | $4,452 | $4,582 |
| PIMCO EMERGING MARKETS BOND FUND | $11,731 | $12,059 |
| AMERICAN BEACON SSI ALTERNATIVE INCOME FUND | $9,535 | $9,770 |
| JOHN HANCOCK SEAPORT LONG/SHORT FUND | $22,760 | $23,608 |
| PIMCO CREDIT OPPORTUNITIES BOND FUND | $15,634 | $15,888 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO | AT COST | $4,809 | $4,310 |
| SPDR GOLD SHARES | AT COST | $22,737 | $32,640 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $7,524 | BOYBookValueAmt |
| EOY Book Value | $7,200 | EOYBookValueAmt |
| EOYFMV | $7,200 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $12 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $13,748 | Amt |
| Net Investment Income | $13,748 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $160 | $0 | $0 |
| FOREIGN TAX | $148 | $148 | $0 |
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