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VICTOR FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
VICTOR FAMILY FOUNDATION (EIN 95-4717634)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-02-28
IRS object ID
201820599349100512
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-28T13:44:10-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953178278PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARYANOV MADSEN GORDON CAMPBELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1826AddressLine1Txt
CityPALM SPRINGSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP922631826ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954717634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Victor Family FoundationBusinessNameLine1Txt
Business Name Line2co Jonathan VictorBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3104733065PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111150 Santa Monica Blvd Ste 825AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN VICTORPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-02-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Keesling CPAPreparerPersonNm
PTINP00707567PTIN
Phone7603206642PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$64,344FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$54,269ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2DividendsNetInvstIncmAmt
Total Rev And Expnss$54,271TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$925AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$210OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,135TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,445ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,445ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,580TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,445TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,691ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,876SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,298SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,298SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$54,269CorporateStockEOYAmt
Corporate Stock EOYFMV$57,046CorporateStockEOYFMVAmt
Total Assets BOY$20,876TotalAssetsBOYAmt
Total Assets EOY$61,567TotalAssetsEOYAmt
Total Assets EOYFMV$64,344TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$20,876RetainedEarningBOYAmt
Retained Earning EOY$61,567RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,876TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$61,567TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,876TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$61,567TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,876TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,691ExcessRevenueOverExpensesAmt
Subtotal$61,567SubtotalAmt
Tot Net Ast Or Fund Balances EOY$61,567TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,020AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,048NetVlNoncharitableAssetsYr1Amt
Distribution Yr13.98443DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,271AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,351NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.73717DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,245AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$72,762NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.34695DistributionYr3Rt
Adjusted Qlfy Distri Yr4$123,960AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$57,324NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.16245DistributionYr4Rt
Adjusted Qlfy Distri Yr5$51,620AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$21,687NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.38023DistributionYr5Rt
Total Distribution9.611223TotalDistributionRt
Average Distribution1.922245AverageDistributionRt
Net Vl Noncharitable Assets$51,533NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$99,059AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$99,059AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,445QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$1,560EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,560TotalPaymentsAndCreditsAmt
Overpayment$1,560OverpaymentAmt
Applied To ES Tax$1,560AppliedToESTaxAmt

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 Line1JONATHAN VICTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104733065PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD STE 825AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900253988ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JONATHAN VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988President0.00$0
SAMUEL VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988Secretary0.00$0
BRUCE VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988CFO0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,665AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,318TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$52,318AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$785CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,533NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,577MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,577MinimumInvestmentReturnAmt
Distributable Before Adj$2,577DistributableBeforeAdjAmt
Distributable Before Ded$2,577DistributableBeforeDedAmt
Distributable As Adjusted$2,577DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,445ExpensesAndContributionsAmt
Qualifying Distributions$12,445QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,445AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,577DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$51,620ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$123,172ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,607ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,353ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,468ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$266,220TotalExcessDistributionCyovAmt
Qualifying Distributions$12,445QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,868RemainingDistriFromCorpusAmt
Total Corpus$276,088TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$51,620ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$224,468ExcessDistriCyovToNextYrAmt
Excess From Year4$123,172ExcessFromYear4Amt
Excess From Year3$21,607ExcessFromYear3Amt
Excess From Year2$26,353ExcessFromYear2Amt
Excess From Year1$43,468ExcessFromYear1Amt
Excess From Current Year$9,868ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCCALLUM THEATRE
73000 FRED WARING DRPALM DESERTCA92260FINANCIAL SUPPORTPCFINANCIAL SUPPORT$2,000
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270FINANCIAL SUPPORTPCFINANCIAL SUPPORT$1,000
PALM SPRINGS ART MUSEUM
101 N MUSEUM DRPALM SPRINGSCA92262FINANCIAL SUPPORTPCFINANCIAL SUPPORT$1,875
JEWISH FAMILY SERVICES
801 E TAHQUITZ CANYON WAYPALM SPRINGSCA92262FINANCIAL SUPPORTPCFINANCIAL SUPPORT$2,500
PS FRIENDS OF THE PHILHARMONIC
PO BOX 12770PALM DESERTCA92255FINANCIAL SUPPORTPCFINANCIAL SUPPORT$3,120
PS INTERNATIONAL FILM FESTIVAL
1700 E TAHQUITZ CANYON WAYPALM SPRINGSCA92262FINANCIAL SUPPORTPCFINANCIAL SUPPORT$1,500
ALZHEIMER'S ASSOCIATION
69730 Hwy 111 Ste 100Rancho MirageCA92270FINANCIAL SUPPORTPCFINANCIAL SUPPORT$250
Cultural Center of Palm Springs
PO Box 1156Palm SpringsCA92263FINANCIAL SUPPORTPCFINANCIAL SUPPORT$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,445TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
VICTOR PARTNERS
111150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$26,800Yes (X)
JONATHAN VICTOR
211150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$27,469Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,000 SHS ADVANSIX INC$26,8002017-05-04
21,200 SHS INTREXON CORP INC$27,4692017-05-04

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$925Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADVANSIX INC$26,800$42,070
INTREXON CORP$27,469$14,976

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ADMINISTRATIVE FEES$175
FILING FEES$35

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