RUBY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUBY FAMILY FOUNDATION (EIN 26-1509899)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349102005
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:56:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO & HAWORTH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD SUITE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261509899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBY | BusinessNameControlTxt |
| Phone | 3103128600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 WEST OLYMPIC BLVD NO 1200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH A RUBY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103128600 | PhoneNum |
| Signature | 2019-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS LAUG | PreparerPersonNm |
| PTIN | P00736574 | PTIN |
| Phone | 8184936650 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.33.86.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 08:28:56 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE356D0363C30F9DB28C037FA16D5DC46811A32D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EE356D0363C30F9DB28C037FA16D5DC46811A32D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,838,138 | 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 | $1,986,729 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $273,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273,926 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,312,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $325,982 | 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 |
| Taxes Rev And Expnss | $8,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,095 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,710,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,710,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,738,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,710,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $574,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $681,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $681,124 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,033,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,107,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,157,014 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,270,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,788,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,838,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,270,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,788,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,270,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,788,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,270,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,788,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,270,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $574,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,757 | OtherIncreasesAmt |
| Subtotal | $2,852,061 | SubtotalAmt |
| Other Decreases | $1,063,335 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,788,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $273,926 | GrossSalesPriceAmt |
| Gain Or Loss | $273,926 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $273,926 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273,926 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,597,517 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,322,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.480881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,732,430 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,649,540 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.372602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,737,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,160,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.282109 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,455,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,656,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.190034 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,355,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,094,955 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.167431 | DistributionYr5Rt |
| Total Distribution | 1.493057 | TotalDistributionRt |
| Average Distribution | 0.298611 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,773,415 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $828,172 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $831,230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,710,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,132 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,632 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,574 | OverpaymentAmt |
| Applied To ES Tax | $3,574 | 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 | KENNETH A RUBY | IndividualWithBooksNm |
| Phone | 3103128600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 WEST OLYMPIC BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH A RUBY | ||||||||
| 11845 WEST OLYMPIC BLVD SUITE 1200 | LOS ANGELES | CA | 90064 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY RUBY | ||||||||
| 11845 WEST OLYMPIC BLVD SUITE 1200 | LOS ANGELES | CA | 90064 | CO-PRESIDENT | 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 | $2,287,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $528,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,815,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,815,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,773,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,058 | TotalTaxAmt |
| Distributable Before Adj | $135,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $135,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $135,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,710,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,710,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,058 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,707,692 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $135,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,336,194 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,091,546 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,438,187 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,501,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,441,680 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,809,350 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,710,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $135,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,575,137 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,384,487 | 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 | $1,336,194 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,048,293 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,091,546 | ExcessFromYear4Amt |
| Excess From Year3 | $1,438,187 | ExcessFromYear3Amt |
| Excess From Year2 | $1,501,743 | ExcessFromYear2Amt |
| Excess From Year1 | $1,441,680 | ExcessFromYear1Amt |
| Excess From Current Year | $1,575,137 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH A RUBY | ContributingManagerNm |
| Contributing Manager | WENDY RUBY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S LOS ANGELES | |||||||
| 4221 WILSHIRE BLVD 400 | LOS ANGELES | CA | 90010 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARTK PLAZA 25TH FL | NEW YORK | NY | 10004 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $115,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $25,000 |
| AMERICAN YOUTH SYMPHONY | |||||||
| 3424 WILSHIRE BLVD 830 | LOS ANGELES | CA | 90010 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $32,500 |
| ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 3680 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $25,000 |
| BEIT T'SHUVAH | |||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| BRENTWOOD CORAL TREE ENDOWMENT FUND | |||||||
| 149 S BARRINGTON AVE 194 | LOS ANGELES | CA | 90049 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $1,000 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| CHILDREN'S HOSPITAL LA | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| CLEVELAND HEIGHTS HIGH SCHOOL ALUMNI FOUNDATION | |||||||
| 2155 MIRAMAR BLVD | UNIVERSITY HT | OH | 441183301 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 NORTH ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $3,000 |
| CONGREGATION MICAH | |||||||
| 2001 OLD HICKORY BLVD | BRENTWOOD | TN | 37027 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $1,000 |
| DE TOLEDO HIGH SCHOOL | |||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| DISCOVERY EYE FOUNDATION | |||||||
| 8635 W 3RD STREET STE 390W | LOS ANGELES | CA | 90048 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $50,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $750 |
| FRIENDS OF ELNET | |||||||
| 400 SKOKIE BLVD STE 800 | NORTHBROOK | IL | 60062 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $130,000 |
| FRIENDS OF SMITHSONIAN | |||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| POBOX 151200 | SAN RAFAEL | CA | 94915 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| HARMONY PROJECT | |||||||
| 817 VINE STREET SUITE 212 | LOS ANGELES | CA | 90038 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| HEBREW UNION COLLEGE | |||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| HOAG HOSPITAL FOUNDATION | |||||||
| 500 SUPERIOR AVE 350 | NEWPORT BEACH | CA | 92663 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $50,000 |
| JEWISH BIG BROTHERS AND SISTERS OF LA | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| JEWISH FEDERATION OF LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $177,500 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,500 |
| KUSC | |||||||
| 1149 SOUTH HILL STREET SUITE H100 | LOS ANGELES | CA | 90015 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $15,000 |
| LOS ANGELES OPERA | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $50,000 |
| LOS ANGELES PHILHARMONIC | |||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $40,000 |
| LOS ANGELES YOUTH ORCHESTRA | |||||||
| 5160 VAN NUYS BLVD 274 | SHERMAN OAKS | CA | 91403 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $30,000 |
| MILKEN COMMUNITY HIGH SCHOOL | |||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| NATURAL HISTORY MUSEUM | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| NORTH AMERICAN COUNCIL OF THE MESEUM OF THE HISTORY OF POLISH JEWS INC | |||||||
| 401 BROADWAY FL 23 | NEW YORK | NY | 100133012 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| PARTNERS IN CARE FOUNDATION | |||||||
| 732 MOTT ST 150 | SAN FERNANDO | CA | 91340 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $20,000 |
| PBS SOCAL | |||||||
| PO BOX 25113 | SANTA MONICA | CA | 92799 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| RACE TO ERASE MS | |||||||
| 1875 CENTURY PARK E | LOS ANGELES | CA | 90067 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $1,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $100,000 |
| SALVATION ARMY | |||||||
| 11301 WILSHIRE BLVD | LOS ANGELES | CA | 90073 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $125,000 |
| STEPHEN S WISE TEMPLE | |||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $200,000 |
| THE FORWARD | |||||||
| 125 MAIDEN LANE FLOOR 8 | NEW YORK | NY | 10038 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $1,000 |
| THE FRIENDSHIP CIRCLE LOS ANGELES | |||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| THE GUARDIANS OF THE LOS ANGELES JEWISH HOME | |||||||
| 10780 CA-2 225 | LOS ANGELES | CA | 90025 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| THE PENN FUND | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $55,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $100,000 |
| UCLA HILLEL | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $7,000 |
| UCLA JONSSON COMPREHENSIVE CANCER CENTER | |||||||
| 8-684 FACTOR BUILDING BOX 951781 | LOS ANGELES | CA | 90095 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $150,000 |
| UN WATCH | |||||||
| PO BOX 5872 | WASHINGTON DC | DC | 20016 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $2,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| UNIVERSITY OF OREGON FOUNDATION | |||||||
| 1720 E 13TH AVE | EUGENE | OR | 97403 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $25,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET ROOM 433 | PHILADELPHIA | PA | 19104 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $7,500 |
| USC SHOAH FOUNDATION | |||||||
| 650 WEST 35TH STREET 4TH FLOOR | LOS ANGELES | CA | 90089 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| WILSHIRE BOULEVARD TEMPLE CAMPS | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| WORLD UNION FOR PROGRESSIVE JUDAISM | |||||||
| 633 THIRD AVE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUIT 300 | JACKSONVILLE | FL | 32256 | NONE | 509(A)(1) OR 509(A)( | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,710,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $273,926 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $325,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $325,982 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KENNETH A RUBY | |||||||
| 1 | 11845 WEST OLYMPIC BLVD SUITE 1200 | LOS ANGELES | CA | 90064 | $507,085 | Yes (X) | |
| KENNETH A RUBY | |||||||
| 2 | 11845 WEST OLYMPIC BLVD SUITE 1200 | LOS ANGELES | CA | 90064 | $1,479,644 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 85 SHRS GARRETT MOTION INC | $1,025 | 2018-12-14 |
| 2 | 142 SHRS RESIDIO TECHNOLOGIES INC | $3,199 | 2018-12-14 |
| 2 | 100 SHRS CSX CORPORATION | $6,583 | 2018-12-14 |
| 2 | 75 SHRS NETFLIX, INC | $20,013 | 2018-12-14 |
| 2 | 490 SHRS COSTCO WHOLESALE CORPORATION | $101,459 | 2018-12-14 |
| 2 | 98 SHRS ALPHABET, INC | $103,068 | 2018-12-14 |
| 2 | 1,450 SHRS NIKE CLASS-B | $105,169 | 2018-12-14 |
| 2 | 852 SHRS HONEYWELL INTL INC | $116,247 | 2018-12-14 |
| 2 | 1,166 SHRS JPMORGAN CHASE & CO | $116,938 | 2018-12-14 |
| 2 | 805 SHRS AMERICAN TOWER CORPORATION | $134,113 | 2018-12-14 |
| 2 | 916 SHRS APPLE, INC | $151,580 | 2018-12-14 |
| 2 | 570 SHRS BOEING COMPANY | $181,688 | 2018-12-14 |
| 2 | 1,734 SHRS MICROSOFT CORPORATION | $183,856 | 2018-12-14 |
| 2 | 160 SHRS AMAZON.COM INC | $254,706 | 2018-12-14 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,107,602 | BookValueAmt |
| EOYFMV | $2,157,014 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BASIS OF SECURITIES CONTRIBUTED | Desc |
| Amt | $1,063,335 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $18,854 | $18,854 | $0 |
| MISCELLANEOUS | $247 | $247 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,757 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| FOREIGN TAXES | $1,095 | $1,095 | $0 |
| FEDERAL TAXES | $7,000 | $0 | $0 |
| REGISTRATION RENEWAL FEE | $75 | $0 | $0 |
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