STOCK FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
STOCK FAMILY FOUNDATION INC (EIN 45-4113404)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201713209349100006
Schema version
2016v3.0
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)
Return2017-11-15T23:10:42-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Yosef Y Manela CPA A Professional CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 Wilshire Blvd Suite 2030AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90048ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454113404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stock Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTOCBusinessNameControlTxt
Phone3232004776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1422 S Mansfield AveAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMordechai StockPersonNm
Person TitleDirectorPersonTitleTxt
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYosef Y Manela CPA APCPreparerPersonNm
PTINP00446103PTIN
Phone3237820818PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$769,569FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$177,107ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,707DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,707DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,707DividendsAdjNetIncmAmt
Total Rev And Expnss$183,814TotalRevAndExpnssAmt
Total Net Invst Incm$6,707TotalNetInvstIncmAmt
Total Adj Net Incm$6,707TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$189,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$189,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$189,950TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$189,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,136ExcessRevenueOverExpensesAmt
Net Investment Income$6,707NetInvestmentIncomeAmt
Adjusted Net Income$6,707AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98,724CashBOYAmt
Cash EOY$20,182CashEOYAmt
Cash EOYFMV$20,182CashEOYFMVAmt
Other Nts And Loans Rcvbl$45,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$50,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$45,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$45,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$442,560CorporateStockBOYAmt
Corporate Stock EOY$405,883CorporateStockEOYAmt
Corporate Stock EOYFMV$704,387CorporateStockEOYFMVAmt
Total Assets BOY$591,284TotalAssetsBOYAmt
Total Assets EOY$471,065TotalAssetsEOYAmt
Total Assets EOYFMV$769,569TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$591,284RetainedEarningBOYAmt
Retained Earning EOY$471,065RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$591,284TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$471,065TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$591,284TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$471,065TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$591,284TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,136ExcessRevenueOverExpensesAmt
Subtotal$585,148SubtotalAmt
Other Decreases$114,083OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$471,065TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$134InvestmentIncomeExciseTaxAmt
Subtotal$134SubtotalAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Tax Due$134TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
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 Line1Mordechai StockBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3237820818PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 S Mansfield AveAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
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
Mordechai Stock
222 N Mansfield AveLos AngelesCA90036Director0.00$0
Freda Stock
222 N Mansfield AveLos AngelesCA90036Director0.00$0
Yosef Manela
5455 Wilshire Blvd Suite 1002Los AngelesCA90036Director0.00$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)
Description1All distributions are made solely to exempt charitable organizationsand institutions that qualify for exemption exclusively under Section501(c)(3) of the United States Internal Revenue Code.Description1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$432,672AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,743AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$489,415TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$489,415AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,341CashDeemedCharitableAmt
Net Vl Noncharitable Assets$482,074NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,104MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,104MinimumInvestmentReturnAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Total Tax$134TotalTaxAmt
Distributable Before Adj$23,970DistributableBeforeAdjAmt
Distributable Before Ded$23,970DistributableBeforeDedAmt
Distributable As Adjusted$23,970DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$189,800ExpensesAndContributionsAmt
Qualifying Distributions$189,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$189,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,970DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$148,600ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$113,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$249,800ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$511,400TotalExcessDistributionCyovAmt
Qualifying Distributions$189,800QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,970AppliedToCurrentYearAmt
Remaining Distri From Corpus$165,830RemainingDistriFromCorpusAmt
Total Corpus$677,230TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$677,230ExcessDistriCyovToNextYrAmt
Excess From Year3$148,600ExcessFromYear3Amt
Excess From Year2$113,000ExcessFromYear2Amt
Excess From Year1$249,800ExcessFromYear1Amt
Excess From Current Year$165,830ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Congregation Ahavas Yisroel
731 N La Brea AveLos AngelesCA90038NoneN/ATo enhance and increase the religiosity of Jewish education.$115,000
Chabad
741 Gayley AvenueLos AngelesCA90024NoneN/ATo enhance and increase the religiosity of Jewish education.$10,000
Bnos Devorah
461 N La Brea AveLos AngelesCA90036NoneTo enhance and increase the religiosity of Jewish education.$18,000
Bais Midrash Kol Aryeh
521 Hope Chapel RdLakewoodNJ08701To enhance and increase the religiosity of Jewish education.$40,000
Museum of the Creative Process
05254 Wilburton DrManchester CenterVT05255To enhance and increase the understanding of the role of creativity as a conflict resolving mechanism$5,000
Small Donations to Various 501c3 cl
variousvariousCA90036To promote exempt purpose$1,800
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$189,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,707ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,707ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,707TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMordechai and Freda StockContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1422 South Mansfield AvenueAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90036ZIPCd
FieldValueIRS element (for citing)
Total Contributions$177,107TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySecurities ContributedNoncashPropertyDesc
Fair Market Value$177,107FairMarketValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stocksStockNm
EOY Book Value$405,883EOYBookValueAmt
EOYFMV$704,387EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPrior Period AdjustmentsDesc
Amt$114,083Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonBrad TunnellPersonNm
FieldValueIRS element (for citing)
Loan Original$125,000LoanOriginalAmt
Balance Due$45,000BalanceDueAmt
Note2013-12NoteDt
Loan Maturity2014-12LoanMaturityDt
Interest7.2000InterestRt

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