TODD SCHIFFMAN FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TODD SCHIFFMAN FOUNDATION TR (EIN 95-7040466)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202503109349102000
- Schema version
- 2024v5.2
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T17:58:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 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 | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 957040466 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD I 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 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 | PRESIDENT | PersonTitleTxt |
| Phone | 3105500200 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN WORKING CPA | PreparerPersonNm |
| PTIN | P00892285 | PTIN |
| Phone | 9499102727 | PhoneNum |
| Preparation | 2025-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,575,785 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,855 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,855 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,022 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,951 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $48,015 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $48,015 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $27,688 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $112,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,778,745 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $112,011 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $177,806 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $177,806 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,456,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $453,638 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,705 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,352 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,353 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,236 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | 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 | $3,321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $490,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $490,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $628,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,959 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,827,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,494 | CashBOYAmt |
| Cash EOY | $37,784 | CashEOYAmt |
| Cash EOYFMV | $37,784 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $417,392 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $417,392 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,486,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,097,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,063,645 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,056,964 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $179,259 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $898,032 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $877,705 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,056,964 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,602,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,430,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,575,785 | 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 | $6,927,687 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,755,495 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,602,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,430,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,602,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,430,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,602,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,827,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,430,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,430,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY #2767 ST | P | 2024-01-01 | 2024-12-31 | $2,250,000 | $2,250,000 | $0 | $0 |
| MORGAN STANLEY #2767 LT | P | 2024-01-01 | 2024-12-31 | $593,216 | $750,000 | -$156,784 | -$156,784 |
| MORGAN STANLEY #5445 ST | P | 2024-01-01 | 2024-12-31 | $73,105 | $69,740 | $3,365 | $3,365 |
| MORGAN STANLEY #5445 LT | P | 2024-01-01 | 2024-12-31 | $59,887 | $53,870 | $6,017 | $6,017 |
| MORGAN STANLEY #7544 ST | P | 2024-01-01 | 2024-12-31 | $177,526 | $149,401 | $28,125 | $28,125 |
| MORGAN STANLEY #7544 LT | P | 2024-01-01 | 2024-12-31 | $781,918 | $516,092 | $265,826 | $265,826 |
| MORGAN STANLEY #9230 ST | P | 2024-01-01 | 2024-12-31 | $444,715 | $457,312 | -$12,597 | -$12,597 |
| MORGAN STANLEY #9230 LT | P | 2024-01-01 | 2024-12-31 | $397,827 | $420,319 | -$22,492 | -$22,492 |
| CAPITAL GAINS DIVIDENDS | P | $551 | $551 | $551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $112,011 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,816 | OverpaymentAmt |
| Applied To ES Tax | $4,816 | 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 | TODD I 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 (4 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 I SCHIFFMAN | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MICHAEL BOH | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| MARK PUENTE | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| GEOFFREY PAUL | ||||||||
| 9229 SUNSET BLVD 501 | LOS ANGELES | CA | 90069 | SUCCESSOR 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 | $12,132,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $351,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,056,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,541,197 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,541,197 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,338,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $666,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $666,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,484 | TotalTaxAmt |
| Distributable Before Adj | $662,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $662,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $662,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,959 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $494,959 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $662,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $488,826 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,959 | QualifyingDistributionsAmt |
| Applied To Year1 | $488,826 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $656,287 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL SAINTS CHURCH | |||||||
| 504 N CAMDEN DR | BEVERLY HILLS | CA | 90210 | N/A | 501C3 | FEEDING THE HOMELESS AND LGBT HOMELESS YOUTH | $2,500 |
| BOYS AND GIRLS CLUB OF SAN JUAN CAPISTRANO | |||||||
| 1 VIA POSITIVA | SAN JUAN CAPISTRANO | CA | 92675 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $20,000 |
| CARDIOVASCULAR RESEARCH FOUNDATION | |||||||
| 1700 BROADWAY 9TH FLOOR | NEW YORK | NY | 10019 | N/A | 501C3 | PROMOTE TREATMENT OF HEART DISEASE | $50,000 |
| CDMHS TOUCHDOWN CLUB INC | |||||||
| PO BOX 10991 | NEWPORT BEACH | CA | 92658 | N/A | 501C3 | SUPPORT CORONA DEL MARHIGH SCHOOLFOOTBALL TEAM | $10,000 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| PO BOX 48954 | LOS ANGELES | CA | 90048 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $25,000 |
| COVENANT HOUSE OF CALIFORNIA | |||||||
| 1325 NORTH WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | 501C3 | SUPPORT FOR HOMELESS YOUTH | $5,000 |
| GREATER NEW ORLEANS FOUNDATION LGBTQ FUND | |||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70130 | N/A | 501C3 | SERVE LGBTQ COMMUNITY | $17,500 |
| HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD STE 101 | LOS ANGELES | CA | 90010 | N/A | 501C3 | PURCHASE INSTRUMENTS FOR YOUNG MUSICIANS | $30,000 |
| HOWARD JARVIS FOUNDATION | |||||||
| PO BOX 14230 | ORANGE | CA | 928631230 | N/A | 501C3 | PROVIDES LEGAL REPRESENTATION | $40,000 |
| JEWISH FAMILY SERVICE | |||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | N/A | 501C3 | JEWISH SOCIAL SERVICES IN LA | $100,000 |
| MEALS ON WHEELS | |||||||
| 2254 SAN DIEGO AVE SUITE 200 | SAN DIEGO | CA | 92110 | N/A | 501C3 | IMPROVE LIVES OF SENIORS THROUGH NUTRITION | $5,000 |
| MY FRIEND'S PLACE | |||||||
| 5850 HOLLYWOOD BLVD | LOS ANGELES | CA | 90028 | N/A | 501C3 | HOMELESS YOUTH SERVICES IN LA | $30,000 |
| OPERATION UNDERGROUND RAILROAD | |||||||
| PO BOX 57338 | SALT LAKE CITY | UT | 84157 | N/A | 501C3 | FIGHT TO END MODERN DAY SLAVERY | $5,000 |
| PEDIATRIC CANCER RESEARCH FOUNDATION | |||||||
| 2151 MICHELSON DR SUITE 180 | IRVINE | CA | 92612 | N/A | 501C3 | FUND RESEARCH TO CURE CANCER | $15,000 |
| SAVE A HEART FOUNDATION | |||||||
| 149 S BARRINGTON AVE SUITE 610 | LOS ANGELES | CA | 90049 | N/A | 501C3 | RAISE AWARENESS OF WOMEN'SHEARTDISEASE | $25,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 91710 | N/A | 501C3 | PROMOTE PRINCIPLES OF FREEDOM | $5,000 |
| WORKING WARDROBES | |||||||
| 2000 EAST MCFADDEN AVE | SANTA ANA | CA | 92705 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $5,000 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| 11480 COMMERCE PARK DR 6TH FLR | RESTON | VA | 201911556 | N/A | 501C3 | CONSERVATIVE YOUTH SUPPORT AND EDUCATION | $10,000 |
| YOUTH EMERGING STRONGER | |||||||
| PO BOX 988 | LOS ANGELES | CA | 90028 | N/A | 501C3 | YOUTH HOMELESS SHELTER | $10,000 |
| ROCK HARBOR CHURCH | |||||||
| 345 FISCHER AVE | COSTA MESA | CA | 92626 | N/A | 501C3 | PROVIDE GENERAL SUPPORT | $10,000 |
| SAGE LGBTQ ELDERS | |||||||
| PO BOX 22876 | NEW YORK | NY | 100872876 | N/A | 501C3 | LOOK OUT FOR LGBTQ+ ELDERS | $15,000 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE ROAD | DUARTER | CA | 91010 | N/A | 501C3 | CANCER RESEARCH | $50,000 |
| LOS ANGELES CHAPTER OF THE ADL | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583650 | NA | 501C3 | FIGHT HATE FOR GOOD | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $490,000 | 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 | $1,855 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,022 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $27,688 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177,806 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $112,011 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $436,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $436,382 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TODD SCHIFFMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9229 SUNSET BLVD 501 | AddressLine1Txt |
| City | W HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,705 | Amt |
| Net Investment Income | $2,352 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,353 | 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 | $123,720 | SL | 39.000000000000 | $15,385 | $15,385 |
| LAND - CHAPMAN | 2015-12-15 | $200,000 | L | $0 | $0 | ||
| BUILDING - CHAPMAN | 2016-11-14 | $192,723 | $35,212 | 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 | $10,097,589 | EOYBookValueAmt |
| EOYFMV | $14,063,645 | 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 | $139,105 | $460,895 |
| LAND - CHAPMAN | $200,000 | $0 | $200,000 |
| BUILDING - CHAPMAN | $192,723 | $40,154 | $152,569 |
| LAND - CHAPMAN | $64,241 | $0 | $64,241 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,606 | $0 | $2,606 |
| STATE FILING FEE | $200 | $0 | $0 |
| MISCELLANEOUS | $515 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $177,806 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $177,806 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $177,806 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $108,236 | Amt |
| Net Investment Income | $108,236 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,199 | $0 | $0 |
| FOREIGN TAX | $113 | $113 | $0 |
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