BETA

SLATER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SLATER FAMILY FOUNDATION (EIN 95-4685547)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-30
IRS object ID
201902739349100425
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-30T17:55:51-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954298574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19301 OAKDALE AVE SUITE 375AddressLine1Txt
CityCHATSWORTHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913116515ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954685547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SLATER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSLATBusinessNameControlTxt
Phone6267992924PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH SLATERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-09-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSheldon M Snow CPAPreparerPersonNm
PTINP00130337PTIN
Phone8187897850PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$667,254FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,942DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,942DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,942DividendsAdjNetIncmAmt
Total Rev And Expnss$26,042TotalRevAndExpnssAmt
Total Net Invst Incm$18,942TotalNetInvstIncmAmt
Total Adj Net Incm$18,942TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$340LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$340LegalFeesNetInvstIncmAmt
Taxes Rev And Expnss$662TaxesRevAndExpnssAmt
Taxes Net Invst Incm$662TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,022TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,228ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,228ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,022TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,228TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$8,208ExcessRevenueOverExpensesAmt
Net Investment Income$17,920NetInvestmentIncomeAmt
Adjusted Net Income$18,942AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$11,833SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,554SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,555SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$161,118CorporateStockBOYAmt
Corporate Stock EOY$161,189CorporateStockEOYAmt
Corporate Stock EOYFMV$663,699CorporateStockEOYFMVAmt
Total Assets BOY$172,951TotalAssetsBOYAmt
Total Assets EOY$164,743TotalAssetsEOYAmt
Total Assets EOYFMV$667,254TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$315,152CapitalStockBOYAmt
Capital Stock EOY$315,152CapitalStockEOYAmt
Retained Earning BOY-$142,201RetainedEarningBOYAmt
Retained Earning EOY-$150,409RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$172,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$164,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$172,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$164,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$172,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$8,208ExcessRevenueOverExpensesAmt
Subtotal$164,743SubtotalAmt
Tot Net Ast Or Fund Balances EOY$164,743TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$33,583AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$674,178NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04981DistributionYr1Rt
Adjusted Qlfy Distri Yr2$30,718AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$602,328NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05100DistributionYr2Rt
Adjusted Qlfy Distri Yr3$78,468AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$616,849NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.12721DistributionYr3Rt
Adjusted Qlfy Distri Yr4$74,942AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$653,615NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.11466DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,077AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$566,731NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04425DistributionYr5Rt
Total Distribution0.386927TotalDistributionRt
Average Distribution0.077385AverageDistributionRt
Net Vl Noncharitable Assets$687,497NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$53,202AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$179NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,381AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,228QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$358InvestmentIncomeExciseTaxAmt
Subtotal$358SubtotalAmt
Tax Based On Investment Income$358TaxBasedOnInvestmentIncomeAmt
Tax Due$358TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$690,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,694AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$697,966TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$697,966AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,469CashDeemedCharitableAmt
Net Vl Noncharitable Assets$687,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,375MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,375MinimumInvestmentReturnAmt
Tax Based On Investment Income$358TaxBasedOnInvestmentIncomeAmt
Total Tax$358TotalTaxAmt
Distributable Before Adj$34,017DistributableBeforeAdjAmt
Distributable Before Ded$34,017DistributableBeforeDedAmt
Distributable As Adjusted$34,017DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,228ExpensesAndContributionsAmt
Qualifying Distributions$33,228QualifyingDistributionsAmt
Adjusted Qualifying Distri$33,228AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,017DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$42,497ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$48,462ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$885ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$178ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$92,022TotalExcessDistributionCyovAmt
Qualifying Distributions$33,228QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,228AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$789ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$789ExcessDistributionCyovAppCYAmt
Total Corpus$91,233TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$91,233ExcessDistriCyovToNextYrAmt
Excess From Year4$41,708ExcessFromYear4Amt
Excess From Year3$48,462ExcessFromYear3Amt
Excess From Year2$885ExcessFromYear2Amt
Excess From Year1$178ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VAR ORGANIZED CHARITIES
9 ORGANIZATIONS 250VARIOUSCA91103N/AN/AGENERAL FUND$4,858
KECK SCHOOL OF MEDICINE OF USC
1975 ZONAL AVELOS ANGELESCA90033N/AN/AMEDICAL RESEARCH$20,000
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048N/AN/ALITERARY CIRCLE$2,750
SHOMREI TORAH SYNAGOGUE
7353 VALLEY CIR BLVDWEST HILLSCA91304N/AN/AGENERAL FUND$400
HADASSAH
50 WEST 58TH STREETNEW YORKNY10019N/AN/AMEDICAL SERVICES$2,000
SECOND HARVEST FOOD BANK
750 CURTNER AVENUESAN JOSECA95125N/AN/AGENERAL FUND$500
PLANNED PARENTHOOD
434 WEST 33RD STNEW YORKNY10001N/AN/AGENERAL FUND$500
JEWISH FAMILY SERVICE
4311 WILSHIRE BLVDLOS ANGELESCA90010N/AN/AGENERAL FUND$500
ABRAHAM JOSHUA HESCHEL DAY SCHOOL
17701 DEVONSHIRE STREETNORTHRIDGECA91325N/AN/AGENERAL FUND$400
FRIENDS OF THE ISRAEL DEFENSE FORCE
1430 BROADWAYNEW YORKNY10018N/AN/AGENERAL FUND$420
CENTER THEATRE GROUP
601 W TEMPLE STLOS ANGELESCA90012N/AN/AGENERAL FUND$500
HARVARD WEST LAKE SCHOOL
700 N FARING RDLOS ANGELESCA90077N/AN/AGENERAL FUND$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,228TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,942ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$18,942ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,942TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL / ATTORNEY FEESCategoryTxt
Legal Fees$340LegalFeesAmt
Net Investment Income$340NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$20NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$310$310
FOREIGN TAXES$352$352

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