TODD SCHIFFMAN FOUNDATION TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TODD SCHIFFMAN FOUNDATION TR (EIN 95-7040466)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202021929349101477
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T18:26:39-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 CPA'S | 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 | 926183715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 957040466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE 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 NO 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 | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.147.13.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-10 | IPDt |
| IP Tm | 16:06:06 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Federal Original Submission Id | 3346902020192034fe70 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7124FDA482023A5728DB48F32D3CFBF728A68E40 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7124FDA482023A5728DB48F32D3CFBF728A68E40 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,375,124 | 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 | $1,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,094 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,094 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $43,650 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $43,650 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $23,323 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $370 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $370 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,374,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,811 | 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 |
| Legal Fees Rev And Expnss | $788 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $394 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $394 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,343 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,672 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,672 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,935 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,935 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,745 | 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 | $2,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,328 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,406 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,328 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,277,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,526,310 | CashBOYAmt |
| Cash EOY | $2,639,587 | CashEOYAmt |
| Cash EOYFMV | $2,639,587 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $809,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $814,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $814,251 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $553,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $732,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $864,322 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,056,964 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $77,624 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $999,667 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $979,340 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,056,964 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,888,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,165,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,375,124 | 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 | $1,213,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,490,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,888,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,165,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,888,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,165,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,888,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,277,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,165,897 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,165,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.801 SHS WABTEC CORP | P | 2019-02-26 | 2019-02-26 | $58 | $63 | -$5 | -$5 |
| 0.667 SHS DOW INC | P | 2018-06-08 | 2019-04-02 | $39 | $47 | -$8 | -$8 |
| 5 SHS WABTEC CORP | P | 2019-02-26 | 2019-04-23 | $382 | $390 | -$8 | -$8 |
| 0.667 SHS CORTEVA INC | P | 2018-06-08 | 2019-06-03 | $18 | $24 | -$6 | -$6 |
| 0.667 SHS DUPONT DE NEMOURS INC | P | 2018-06-08 | 2019-06-03 | $48 | $68 | -$20 | -$20 |
| 24.666 SHS CORTEVA INC | P | 2018-10-18 | 2019-07-19 | $670 | $746 | -$76 | -$76 |
| 11.334 SHS CORTEVA INC | P | 2019-01-03 | 2019-07-19 | $308 | $307 | $1 | $1 |
| 7 SHS CORTEVA INC | P | 2019-01-03 | 2019-07-19 | $190 | $190 | $0 | $0 |
| 5.333 SHS CORTEVA INC | P | 2019-01-03 | 2019-07-19 | $145 | $145 | $0 | $0 |
| 24.666 SHS DUPONT DE NEMOURS INC | P | 2018-10-18 | 2019-07-19 | $1,771 | $2,138 | -$367 | -$367 |
| 11.334 SHS DUPONT DE NEMOURS INC | P | 2019-01-03 | 2019-07-19 | $814 | $881 | -$67 | -$67 |
| 7 SHS DUPONT DE NEMOURS INC | P | 2019-01-03 | 2019-07-19 | $503 | $544 | -$41 | -$41 |
| 5.333 SHS DUPONT DE NEMOURS INC | P | 2019-01-03 | 2019-07-19 | $383 | $416 | -$33 | -$33 |
| 59.333 SHS CORTEVA INC | P | 2018-06-08 | 2019-07-19 | $1,611 | $2,126 | -$515 | -$515 |
| 1.334 SHS CORTEVA INC | P | 2018-06-22 | 2019-07-19 | $36 | $46 | -$10 | -$10 |
| 59.333 SHS DUPONT DE NEMOURS INC | P | 2018-06-08 | 2019-07-19 | $4,261 | $6,093 | -$1,832 | -$1,832 |
| 1.334 SHS DUPONT DE NEMOURS INC | P | 2018-06-22 | 2019-07-19 | $96 | $132 | -$36 | -$36 |
| CAPITAL GAINS DIVIDENDS | P | $10 | $10 | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,013 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $202,319 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,244,976 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.090121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,815,853 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032175 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,810 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,975,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,711,022 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.004091 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $959,431 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003440 | DistributionYr5Rt |
| Total Distribution | 0.156555 | TotalDistributionRt |
| Average Distribution | 0.031311 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,006,249 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $125,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $445 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $125,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,056 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $890 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $890 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,990 | OverpaymentAmt |
| Applied To ES Tax | $920 | AppliedToESTaxAmt |
| Refund | $1,070 | 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 | $720,790 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,289,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,056,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,067,258 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,067,258 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,006,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $890 | TotalTaxAmt |
| Distributable Before Adj | $199,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,422 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,422 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,056 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,056 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,422 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $95,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $249,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $141,366 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $141,366 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,108 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $108,108 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $12,344 | ExcessFromYear2Amt |
| Excess From Year1 | $95,764 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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 |
| HOWARD JARVIS FOUNDATION | |||||||
| PO BOX 14230 | ORANGE | CA | 928631230 | N/A | 501C3 | PROVIDES LEGAL REPRESENTATION | $50 |
| JEWISH FAMILY SERVICE | |||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | N/A | 501C3 | JEWISH SOCIAL SERVICES IN LA | $25,000 |
| MY FRIENDS PLACE | |||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | N/A | 501C3 | HOMELESS YOUTH SERVICES IN LA | $5,000 |
| ST ANNE'S FOUNDATION | |||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $100 |
| POINT FOUNDATION | |||||||
| PO BOX 60108 | LOS ANGELES | CA | 90060 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $500 |
| WALKAWAY FOUNDATION | |||||||
| 441 N LEE STREET 300 | ALEXANDRIA | VA | 223142301 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,650 | 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 | $13,697 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,094 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $23,323 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,471 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,471 | 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 |
|---|---|---|---|---|---|---|
| TODD SCHIFFMAN | ||||||
| 1 | 9229 SUNSET BLVD 501 | W HOLLYWOOD | CA | 90069 | $1,250,000 | Yes (X) |
| TODD SCHIFFMAN | ||||||
| 2 | 9229 SUNSET BLVD 501 | W HOLLYWOOD | CA | 90069 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,343 | Amt |
| Net Investment Income | $4,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,672 | 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 | $46,795 | SL | 39.000000000000 | $15,385 | $15,385 |
| LAND - CHAPMAN | 2015-12-15 | $200,000 | L | $0 | $0 | ||
| BUILDING - CHAPMAN | 2016-11-14 | $192,723 | $10,502 | 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 | $732,719 | EOYBookValueAmt |
| EOYFMV | $864,322 | 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 | $62,180 | $537,820 |
| LAND - CHAPMAN | $200,000 | $0 | $200,000 |
| BUILDING - CHAPMAN | $192,723 | $15,444 | $177,279 |
| LAND - CHAPMAN | $64,241 | $0 | $64,241 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $788 | LegalFeesAmt |
| Net Investment Income | $394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $394 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,310 | $0 | $2,310 |
| LICENSES & PERMITS | $30 | $0 | $30 |
| STATE FILING FEE | $150 | $0 | $0 |
| STATE TAX | $10 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BLACKSTONE GROUP K-1 | Desc |
| Revenue And Expenses Per Books | $370 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $370 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $7,935 | Amt |
| Net Investment Income | $7,935 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $5,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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