STOCK FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
STOCK FAMILY FOUNDATION INC (EIN 45-4113404)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-15
IRS object ID
201933199349104738
Schema version
2018v3.1
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)
Return2019-11-15T16:47:54-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203942845PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 Wilshire Blvd Suite 2030AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90048ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454113404EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMordechai StockPersonNm
Person TitleDirectorPersonTitleTxt
Signature2019-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYosef Y Manela CPA APCPreparerPersonNm
PTINP00446103PTIN
Phone3237820818PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$800,630FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$213,800ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,058DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,058DividendsNetInvstIncmAmt
Total Rev And Expnss$233,858TotalRevAndExpnssAmt
Total Net Invst Incm$20,058TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$175TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,675TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$110,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$123,183ExcessRevenueOverExpensesAmt
Net Investment Income$20,058NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$269,759CashBOYAmt
Cash EOY$148,874CashEOYAmt
Other Nts And Loans Rcvbl$40,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$40,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$40,000OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$391,571CorporateStockBOYAmt
Corporate Stock EOY$635,639CorporateStockEOYAmt
Corporate Stock EOYFMV$800,630CorporateStockEOYFMVAmt
Total Assets BOY$701,330TotalAssetsBOYAmt
Total Assets EOY$824,513TotalAssetsEOYAmt
Total Assets EOYFMV$800,630TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$701,330RetainedEarningBOYAmt
Retained Earning EOY$824,513RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$701,330TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$824,513TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$701,330TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$824,513TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$701,330TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$123,183ExcessRevenueOverExpensesAmt
Subtotal$824,513SubtotalAmt
Tot Net Ast Or Fund Balances EOY$824,513TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$114,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$751,090NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.15245DistributionYr1Rt
Adjusted Qlfy Distri Yr2$189,800AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$482,074NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.39372DistributionYr2Rt
Adjusted Qlfy Distri Yr3$249,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$721,269NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.34633DistributionYr3Rt
Adjusted Qlfy Distri Yr4$121,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$884,660NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.13678DistributionYr4Rt
Adjusted Qlfy Distri Yr5$148,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$590,510NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.25165DistributionYr5Rt
Total Distribution1.280917TotalDistributionRt
Average Distribution0.256183AverageDistributionRt
Net Vl Noncharitable Assets$1,048,721NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$268,664AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$201NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$268,865AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$110,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$401InvestmentIncomeExciseTaxAmt
Subtotal$401SubtotalAmt
Tax Based On Investment Income$401TaxBasedOnInvestmentIncomeAmt
Tax Due$401TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Mordechai StockBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3237820818PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mordechai Stock
422 South Mansfield AveLos AngelesCA90036Director0.00$0
Freda Stock
422 South Mansfield AveLos AngelesCA90036Director0.00$0
Yosef Manela
6300 Wilshire Blvd Suite 2030Los AngelesCA90048Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1All distributions are made solely to exempt charitable organizationsand institutions that qualify for exemption exclusively under Section501(c)(3) of the United States Internal Revenue Code.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$952,019AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$112,672AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,064,691TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,064,691AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,970CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,048,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,436MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,436MinimumInvestmentReturnAmt
Tax Based On Investment Income$401TaxBasedOnInvestmentIncomeAmt
Total Tax$401TotalTaxAmt
Distributable Before Adj$52,035DistributableBeforeAdjAmt
Distributable Before Ded$52,035DistributableBeforeDedAmt
Distributable As Adjusted$52,035DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$110,500ExpensesAndContributionsAmt
Qualifying Distributions$110,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$110,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,035DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$148,600ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$113,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$249,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$165,830ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$77,186ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$754,416TotalExcessDistributionCyovAmt
Qualifying Distributions$110,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,035AppliedToCurrentYearAmt
Remaining Distri From Corpus$58,465RemainingDistriFromCorpusAmt
Total Corpus$812,881TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$148,600ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$664,281ExcessDistriCyovToNextYrAmt
Excess From Year4$113,000ExcessFromYear4Amt
Excess From Year3$249,800ExcessFromYear3Amt
Excess From Year2$165,830ExcessFromYear2Amt
Excess From Year1$77,186ExcessFromYear1Amt
Excess From Current Year$58,465ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Congregation Ahavas Yisroel
731 N La Brea AveLos AngelesCA90038NoneN/ATo enhance and increase the religiosity of Jewish education.$38,000
Chabad
741 Gayley AvenueLos AngelesCA90024NoneN/ATo enhance and increase the religiosity of Jewish education.$5,500
Bnos Devorah
461 N La Brea AveLos AngelesCA90036NoneTo enhance and increase the religiosity of Jewish education.$27,000
Torah V Chesed Fund
5417 18th AveBrooklynNY11204To enhance and increase the religiosity of Jewish education.$25,000
Congregation Shairis Israel
94 Ross St 4-bBrooklynNY11211To enhance and increase the religiosity of Jewish education.$5,000
Yeshiva Tomchei Tmimim
885 Eastern ParkwayBrooklynNY11213To enhance and increase the religiosity of Jewish education.$5,000
Congregation Etz Chaim
303 South Highland AvenueLos AngelesCA90036To enhance and increase the religiosity of Jewish education.$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,058ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$20,058ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,058TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Mordechai and Freda Stock
1422 South Mansfield AvenueLos AngelesCA90036$163,800Yes (X)
Long Beach Post Acute LLC
24115 E BroadwayLong BeachCA90803$50,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stocksStockNm
EOY Book Value$635,639EOYBookValueAmt
EOYFMV$800,630EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonBrad TurellPersonNm
FieldValueIRS element (for citing)
Loan Original$125,000LoanOriginalAmt
Balance Due$40,000BalanceDueAmt
Note2013-12NoteDt
Loan Maturity2014-12LoanMaturityDt
Interest7.2000InterestRt

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