BETA

SLATER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SLATER FAMILY FOUNDATION (EIN 95-4685547)
Tax period
2019-01-01 to 2019-12-31
Filed
2021-03-19
IRS object ID
202110789349100011
Schema version
2019v5.0
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)
Return2021-03-19T14:12:37-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954298574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19301 OAKDALE AVE SUITE 375AddressLine1Txt
CityCHATSWORTHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91311ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954685547EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line19222 CORBIN AVEAddressLine1Txt
CityNORTHRIDGECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91324ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH SLATERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-03-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSheldon M Snow CPAPreparerPersonNm
PTINP00130337PTIN
Phone8187897850PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$856,529FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,803ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,579DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,579DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,579DividendsAdjNetIncmAmt
Total Rev And Expnss$33,382TotalRevAndExpnssAmt
Total Net Invst Incm$20,579TotalNetInvstIncmAmt
Total Adj Net Incm$20,579TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,640AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,640AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$718TaxesRevAndExpnssAmt
Taxes Net Invst Incm$718TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$186OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$186OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,544TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,468ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,468ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,012TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,544TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,468TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$630ExcessRevenueOverExpensesAmt
Net Investment Income$18,035NetInvestmentIncomeAmt
Adjusted Net Income$20,579AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,554SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,851SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,851SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$161,189CorporateStockBOYAmt
Corporate Stock EOY$161,262CorporateStockEOYAmt
Corporate Stock EOYFMV$853,678CorporateStockEOYFMVAmt
Total Assets BOY$164,743TotalAssetsBOYAmt
Total Assets EOY$164,113TotalAssetsEOYAmt
Total Assets EOYFMV$856,529TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$315,152CapitalStockBOYAmt
Capital Stock EOY$315,152CapitalStockEOYAmt
Retained Earning BOY-$150,409RetainedEarningBOYAmt
Retained Earning EOY-$151,039RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$164,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$164,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$164,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$164,113TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$164,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$630ExcessRevenueOverExpensesAmt
Subtotal$164,113SubtotalAmt
Tot Net Ast Or Fund Balances EOY$164,113TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,228AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$687,497NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04833DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,583AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$674,178NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04981DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,718AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$602,328NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05100DistributionYr3Rt
Adjusted Qlfy Distri Yr4$78,468AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$616,849NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.12721DistributionYr4Rt
Adjusted Qlfy Distri Yr5$74,942AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$653,615NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.11466DistributionYr5Rt
Total Distribution0.391010TotalDistributionRt
Average Distribution0.078202AverageDistributionRt
Net Vl Noncharitable Assets$750,448NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,687AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$180NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,867AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$31,468QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$361InvestmentIncomeExciseTaxAmt
Subtotal$361SubtotalAmt
Tax Based On Investment Income$361TaxBasedOnInvestmentIncomeAmt
Tax Due$361TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUTH SLATER
9222 CORBIN AVE 323NORTHRIDGECA91324PRES.,CEO, CFO0.50$0
SUSAN SLATER
C/O 9222 CORBIN AVE 323NORTHRIDGECA91324VP & SECRETARY0.15$0
CAROL SMOLENSKI
C/O 9222 CORBIN AVE 323NORTHRIDGECA91324Vice President0.15$0
SHARON LEVY
C/O 9222 CORBIN AVE 323NORTHRIDGECA91324Vice President0.15$0
VICKI F MAGASINN
4640 ADMIRALTY WAY 402MARINA DEL REYCA90292Director0.10$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1UNSOLICITED CONTRIBUTIONS TO PUBLIC CHARITIES- SEE PART XV OF THIS RETURNDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$758,674AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,202AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$761,876TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$761,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$750,448NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,522MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,522MinimumInvestmentReturnAmt
Tax Based On Investment Income$361TaxBasedOnInvestmentIncomeAmt
Total Tax$361TotalTaxAmt
Distributable Before Adj$37,161DistributableBeforeAdjAmt
Distributable Before Ded$37,161DistributableBeforeDedAmt
Distributable As Adjusted$37,161DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,468ExpensesAndContributionsAmt
Qualifying Distributions$31,468QualifyingDistributionsAmt
Adjusted Qualifying Distri$31,468AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,161DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$41,708ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$48,462ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$885ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$178ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$91,233TotalExcessDistributionCyovAmt
Qualifying Distributions$31,468QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,468AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$5,693ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,693ExcessDistributionCyovAppCYAmt
Total Corpus$85,540TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$36,015ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$49,525ExcessDistriCyovToNextYrAmt
Excess From Year4$48,462ExcessFromYear4Amt
Excess From Year3$885ExcessFromYear3Amt
Excess From Year2$178ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VAR ORGANIZED CHARITIES
9 ORGANIZATIONS 250VARIOUSCA91103N/AN/AGENERAL FUND$6,793
KECK SCHOOL OF MEDICINE OF USC
1975 ZONAL AVELOS ANGELESCA90033N/AN/AMEDICAL RESEARCH$20,000
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048N/AN/ALITERARY CIRCLE$2,000
SHOMREI TORAH SYNAGOGUE
7353 VALLEY CIR BLVDWEST HILLSCA91304N/AN/AGENERAL FUND$400
SECOND HARVEST FOOD BANK
750 CURTNER AVENUESAN JOSECA95125N/AN/AGENERAL FUND$500
PLANNED PARENTHOOD
434 WEST 33RD STNEW YORKNY10001N/AN/AGENERAL FUND$500
JEWISH FAMILY SERVICE
4311 WILSHIRE BLVDLOS ANGELESCA90010N/AN/AGENERAL FUND$500
FRIENDS OF THE ISRAEL DEFENSE FORCE
1430 BROADWAYNEW YORKNY10018N/AN/AGENERAL FUND$375
HARVARD WEST LAKE SCHOOL
700 N FARING RDLOS ANGELESCA90077N/AN/AGENERAL FUND$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,468TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,579ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,579ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,579TotalIncomeProducingActyAmt

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 PersonRUTH SLATERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1201 N GRAND AVE 12AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,303TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,640Amt
Net Investment Income$1,640NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FILING FEES$35$35
MISC. / INVESTMENT EXPS$150$150
ROUNDING$1$1

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$358$358
FOREIGN TAXES$360$360

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