RESSLER FAMILY CHARIT FOUNDATION TR 102794: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RESSLER FAMILY CHARIT FOUNDATION TR 102794 (EIN 95-6979496)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201843209349100604
Schema version
2017v2.3
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)
Return2018-11-15T22:15:28-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330835986PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SQUAR MILNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115760 VENTURA BLVD SUITE 1100AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956979496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RESSLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRESSBusinessNameControlTxt
Phone3238604900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14700 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD RESSLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3238604900PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHASHI MIRPURIPreparerPersonNm
PTINP00874030PTIN
Phone8189812600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.38.18.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm14:46:30IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5156971DF11FA9341EE89F0CF506063408A00BD3AtSubmissionCreationDeviceId
At Submission Filing Device Id5156971DF11FA9341EE89F0CF506063408A00BD3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$47,046,473FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,587,335ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,199InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,199InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,227,754DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,225,501DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$881,233NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,161,553GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$881,233CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$261,545OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$276,545OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$9,438,976TotalRevAndExpnssAmt
Total Net Invst Incm$1,834,388TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,625AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,044AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,526OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$39,526OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$10,201InterestRevAndExpnssAmt
Interest Net Invst Incm$10,201InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,638TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,328TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$377,298OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$335,644OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$41,218OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$446,288TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$392,743TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$41,218TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,898,298ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,898,298ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,344,586TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$392,743TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,939,516TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,094,390ExcessRevenueOverExpensesAmt
Net Investment Income$1,441,645NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,212CashBOYAmt
Sav And Temp Cash Invst BOY$201,155SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$638,363SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$638,363SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$15,000AcctRcvblAmt
Acct Rcvbl EOY$15,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$15,000AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$150,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$150,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$150,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$150,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$33,990,445CorporateStockBOYAmt
Corporate Stock EOY$34,764,545CorporateStockEOYAmt
Corporate Stock EOYFMV$34,764,545CorporateStockEOYFMVAmt
Corporate Bonds BOY$814,639CorporateBondsBOYAmt
Corporate Bonds EOY$834,856CorporateBondsEOYAmt
Corporate Bonds EOYFMV$834,856CorporateBondsEOYFMVAmt
Other Investments BOY$9,653,610OtherInvestmentsBOYAmt
Other Investments EOY$10,643,709OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,643,709OtherInvestmentsEOYFMVAmt
Total Assets BOY$44,816,061TotalAssetsBOYAmt
Total Assets EOY$47,046,473TotalAssetsEOYAmt
Total Assets EOYFMV$47,046,473TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$125,000CapitalStockBOYAmt
Capital Stock EOY$125,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$44,691,061RetainedEarningBOYAmt
Retained Earning EOY$46,921,473RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$44,816,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$47,046,473TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$44,816,061TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$47,046,473TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$44,816,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,094,390ExcessRevenueOverExpensesAmt
Other Increases$136,022OtherIncreasesAmt
Subtotal$47,046,473SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$47,046,473TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,537,441$3,251,112$286,329$286,329
DEEP FIELD OPPORTUNITIES FUND LPP$16,826$16,826$16,826
CORSAIR SELECT LPP$435,208$435,208$435,208
WEST STREET ENERGY PARTNERS LPP$26,505-$26,505-$26,505
WEST STREET ENERGY PARTNERS AIV-1 LPP$4,101$4,101$4,101
WEST STREET CAPITAL PARTNERS VII PARALLELP$90$90$90
TINICUMP$2,335-$2,335-$2,335
PONTIFAXP$115,025$115,025$115,025
CIRCLE 9P$368-$368-$368
CAPITAL GAINS DIVIDENDSP$52,862$52,862$52,862
FieldValueIRS element (for citing)
Capital Gain Net Income$881,233CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,658,177AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$43,625,380NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.129699DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,795,387AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,184,324NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.094449DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,967,418AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$35,092,901NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.113055DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,634,111AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$30,441,159NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.152232DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,395,450AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$26,117,490NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053430DistributionYr5Rt
Total Distribution0.542865TotalDistributionRt
Average Distribution0.108573AverageDistributionRt
Net Vl Noncharitable Assets$45,087,160NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,895,248AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14,416NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,909,664AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,939,516QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$14,416InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,416SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,416TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,630EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$49,630TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$35,214OverpaymentAmt
Applied To ES Tax$35,214AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3238604900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14700 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALISON RESSLER
9561 LIME ORCHARD ROADBEVERLY HILLSCA90210TRUSTEE2.00$0$0$0
RICHARD RESSLER
9561 LIME ORCHARD ROADBEVERLY HILLSCA90210TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$45,350,902AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$422,865AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,773,767TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,773,767AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$686,607CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,087,160NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,254,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,254,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,416TaxBasedOnInvestmentIncomeAmt
Total Tax$14,416TotalTaxAmt
Distributable Before Adj$2,239,942DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,239,942DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,239,942DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,939,516ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,939,516QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$14,416PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,925,100AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,239,942DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$123,766ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,149,124ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,268,786ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,839,216ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,495,648ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,876,540TotalExcessDistributionCyovAmt
Qualifying Distributions$6,939,516QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,239,942AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,699,574RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,576,114TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$123,766ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,452,348ExcessDistriCyovToNextYrAmt
Excess From Year4$3,149,124ExcessFromYear4Amt
Excess From Year3$2,268,786ExcessFromYear3Amt
Excess From Year2$1,839,216ExcessFromYear2Amt
Excess From Year1$3,495,648ExcessFromYear1Amt
Excess From Current Year$4,699,574ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALISON RESSLERContributingManagerNm
Contributing ManagerRICHARD RESSLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC
5792 W JEFFERSON BLVDLOS ANGELESCA90016NONEPCGENERAL SUPPORT$9,600
ARIZONA STATE UNIVERSITY FOUNDATION
300 E UNIVERISTY DRIVETEMPEAZ952812033NONE501(C)(3) UNIVERSITYGENERAL SUPPORT$5,000
BRAIN AND BEHAVIOR RESEARCH FOUNDATION
90 PARK AVENUE 16TH FLOORNEW YORKNY10016NONEPCGENERAL SUPPORT$30,000
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02906NONEPCGENERAL SUPPORT$3,332,317
CENTER THEATRE GROUP
601 W TEMPLE STLOS ANGELESCA90012NONEPCGENERAL SUPPORT$5,000
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027NONEPCGENERAL SUPPORT$2,000
CITY YEAR CHICAGO
36 S WABASH AVE 1300CHICAGOIL60603NONEPCGENERAL SUPPORT$5,000
CITY YEAR LOS ANGELES
606 S OLIVE ST 2ND FLOORLOS ANGELESCA90014NONEPCSPRING BREAK SPONSORSHIP$10,000
COLLEGE TRACK
2130 E FIRST STLOS ANGELESCA90033NONEPCGENERAL SUPPORT$5,000
COLUMBIA LAW SCHOOL
435 WEST 116TH STREETNEW YORKNY10027NONEPCGENERAL SUPPORT$721,470
HARVARD WESTLAKE SCHOOL
3700 COLDWATER CANYONSTUDIO CITYCA91604NONEPCGENERAL SUPPORT$248,674
HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS
99 CANAL CENTER PLAZAALEXANDRIAVA22314NONEPCEDUCATIONAL CONTRIBUTION$15,000
JCC DENVER
350 SOUTH DAHLIA STDENVERCA80246NONEPCGENERAL SUPPORT$10,000
JUNTOS Y UNIDOS POR PUERTO RICO
PO BOX 9146SAN JUANPR00908NONEPCGENERAL SUPPORT$50,000
LEGACY CITY CHURCH
PO BOX 1793STUDIO CITYCA91604NONEPCGENERAL SUPPORT$5,000
MELANOMA RESEARCH FOUNDATION
1411 K STREET NW STE 500WASHINGTONDC20005NONEPCGENERAL SUPPORT$321,724
MENTAL HEALTH AMERICA
500 MONTGOMERY ST SUITE 820ALEXANDRIAVA22314NONEPCGENERAL SUPPORT$20,000
NATIONAL BREAST CANCER COALITION
1010 VERMONT AV NW SUITE 900WASHINGTONDC20005NONEPCGENERAL SUPPORT$1,000
NATIONAL WOMEN'S LAW CENTER
11 DUPONT CIRCLE NW 800WASHINGTONDC20036NONEPCGENERAL SUPPORT$25,000
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090NONEPCGENERAL SUPPORT$121,335
PROJECT HOPE
PO BOX 5029HAGERSTOWNMD21741NONEPCHURRICAN MARIA RELIEF$70,000
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPCGENERAL SUPPORT$125,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF RDTRUMBULLCT06611NONEPCGENERAL SUPPORT$1,000
SHARE INC
PO BOX 1342BEVERLY HILLSCA90213NONEPCGENERAL SUPPORT$1,000
SINAI TEMPLE
10400 WILSHIRE BLVDLOS ANGELESCA90024NONEPCGENERAL SUPPORT$1,800
THE DREAM CORPS
1611 TELEGRAPH AVE SUITE 600OAKLANDCA94612NONEPCGENERAL SUPPORT$30,000
THE PAINTED TURTLE
1300 4TH STREET STE 300SANTA MONICACA90401NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$20,000
TIA PALERMO MEMORIAL ENDOWMENT FUND - PHASE ONE FOUNDATION
256 26TH STREET STE 201SANTA MONICACA90402NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$5,000
TOURETTE SYNDROME ASSOCIATION
42-40 BELL BLVDBAYSIDENY11361NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000
UNITED WE DREAM
1900 L STREET NW 9TH FLOORWASHINGTONDC20036NONEPCGENERAL SUPPORTGENERAL SUPPORT$25,000
UNIVERSITY OF CALIFORNIA LOS ANGELES FOUNDATION
405 HILGARD AVENUELOS ANGELESCA90095NONEPCGENERAL SUPPORT$1,591,526
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONEPCGENERAL SUPPORT$24,852
WMEE FOUNDATION
9601 WILSHIRE BLVD 3RD FLOORBEVERLY HILLSCA90210NONEPCACT AGAINST SLAVERY SUPPORT$30,000
YAD VASHEM
NONEPCGENERAL SUPPORT$10,000PO BOX 3477JERUSALEMIS9103401
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,898,298TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,199ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,227,754ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$881,233ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (7 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
WEST STREET ENERGY PARTNERS LP14-$15,768
DEEP FIELD OPPORTUNITIES FUND LP14$1,355
CORSAIR SELECT LP14$2,392
CIRCLE 9 NON-OPERATED WI FUND I LP14-$259,227
WEST STREET CAPITAL PARTNERS VII PARALLEL14-$5,368
GOLDMAN SACHS 4341414$71
FEDERAL TAX REFUND$15,000

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,851,641ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,851,641TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
RICHARD AND ALISON RESSLER
19561 LIME ORCHARD ROADBEVERLY HILLSCA90210$7,520,000Yes (X)
LEON D AND DEBRA R BLACK
29 W 57TH STREET 43RD FLOORNEW YORKNY10019$5,000Yes (X)
ELIZABETH DAISY HELMAN
365 WEST 13TH STREET APT 12DNEW YORKNY10011$10,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100,000 SHARES OF J2 GLOBAL COMMUNICATIONS CORPORATIONNoncashPropertyDesc
Fair Market Value$7,520,000FairMarketValueAmt
Received2017-12-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,625Amt
Net Investment Income$2,044NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS - CORPORATE BONDSBondNm
EOY Book Value$834,856EOYBookValueAmt
EOYFMV$834,856EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS - STOCKSStockNm
EOY Book Value$34,764,545EOYBookValueAmt
EOYFMV$34,764,545EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CORSAIR SELECT, LPFMV$4,367,908$4,367,908
MEZZANINE PARTNERS V OFFSHORE, LPFMV$26,974$26,974
BROAD STREET ENERGY PARTNERSFMV$768,646$768,646
TINICUM TAX EXEMPT, L.P.FMV$1,122,083$1,122,083
CARLYLE ASIA PARTNERS IVFMV$770,814$770,814
PEM HOLDING COMPANYFMV$97,961$97,961
CIRCLE 9 NON-OPERATED WORKING INTEREST FUND I LPFMV$1,686,141$1,686,141
DEEP FIELD OPPORTUNITIES FUND LPFMV$595,172$595,172
PONTIFAX FUND LPFMV$246,450$246,450
GS TACTICAL TILT IMPLEMENTATION FUNDFMV$501,351$501,351
GOLDMAN SACHS - WEST STREET CAPITAL PTRS VIIFMV$384,937$384,937
GOLDMAN SACHS - GLOBAL LONG SHORT PARTNERSFMV$75,272$75,272

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$490$54$0
PARTNERSHIP INVESTMENT EXPENSES$335,590$335,590$0
SPONSORSHIPS$41,218$0$41,218

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
WEST STREET ENERGY PARTNERS LP-$15,768-$15,768-$15,768
DEEP FIELD OPPORTUNITIES FUND LP$1,355$1,355$1,355
CORSAIR SELECT LP$2,392$2,392$2,392
CIRCLE 9 NON-OPERATED WI FUND I LP-$259,227-$259,227-$259,227
WEST STREET CAPITAL PARTNERS VII PARALLEL-$5,368-$5,368-$5,368
GOLDMAN SACHS 43414$71$71$71
FEDERAL TAX REFUND$15,000$15,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$136,022Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$39,526Amt
Net Investment Income$39,526NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REGISTRATION RENEWAL$300$0$0
FRANCHISE TAX$10$0$0
FOREIGN TAX$5,328$5,328$0

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