RUBY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RUBY FAMILY FOUNDATION (EIN 26-1509899)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349103355
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T13:39:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261322930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESSOLO & HAWORTH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15060 VENTURA BLVD SUITE 240 | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261509899 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBY | BusinessNameControlTxt |
| Phone | 3103128600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 WEST OLYMPIC BLVD NO 1200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH A RUBY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103128600 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS LAUG | PreparerPersonNm |
| PTIN | P00736574 | PTIN |
| Phone | 8184936650 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.33.86.192 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 07:30:32 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,083,150 | 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 | $8,498 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $129,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,772 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,883 | 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 | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,075 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,308 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,885 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,797 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,389 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,731,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,731,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,782,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,733,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,690,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,534 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $298,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $798,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $798,155 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,108,698 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,903,039 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,284,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,407,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,701,194 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,083,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,407,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,701,194 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,407,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,701,194 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,407,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,701,194 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,407,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,690,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,716,407 | SubtotalAmt |
| Other Decreases | $15,213 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,701,194 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS-DETAILS AVAILABLE UPON REQUEST | P | 2016-12-31 | $8,397 | $8,397 | $8,397 | |
| GOLDMAN SACHS-DETAILS AVAILABLE UPON REQUEST | P | 2016-12-31 | -$61,727 | -$61,727 | $61,727 | |
| CAPITAL GAINS DIVIDENDS | P | $6,721 | $6,721 | $6,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$46,609 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,737,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,160,358 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.282109 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,455,061 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,656,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.190034 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,355,347 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,094,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.167431 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,084,112 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,994,793 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135602 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,212,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,621,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140698 | DistributionYr5Rt |
| Total Distribution | 0.915874 | TotalDistributionRt |
| Average Distribution | 0.183175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,649,540 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $851,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $852,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,733,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,265 | OverpaymentAmt |
| Applied To ES Tax | $3,265 | 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 | KENNETH A RUBY | IndividualWithBooksNm |
| Phone | 3103128600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11845 WEST OLYMPIC BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH A RUBY | ||||||||
| 11845 WEST OLYMPIC BLVD SUITE 1200 | LOS ANGELES | CA | 90064 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY RUBY | ||||||||
| 11845 WEST OLYMPIC BLVD SUITE 1200 | LOS ANGELES | CA | 90064 | CO-PRESIDENT | 1.00 | $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 | $4,720,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,720,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,720,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,649,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,477 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,477 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $895 | TotalTaxAmt |
| Distributable Before Adj | $231,582 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,582 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,582 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,733,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,733,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $895 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,732,430 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,582 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,217,258 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $696,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,336,194 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,091,546 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,438,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,779,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,733,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,501,743 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,281,276 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,217,258 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,064,018 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $696,348 | ExcessFromYear4Amt |
| Excess From Year3 | $1,336,194 | ExcessFromYear3Amt |
| Excess From Year2 | $1,091,546 | ExcessFromYear2Amt |
| Excess From Year1 | $1,438,187 | ExcessFromYear1Amt |
| Excess From Current Year | $1,501,743 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH A RUBY | ContributingManagerNm |
| Contributing Manager | WENDY RUBY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY FOR JEWISH RELIGION | ||||||||
| 3250 WILSHIRE BLVD 550 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC | ||||||||
| 122 EAST 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $100,000 | |
| AMERICAN JEWISH UNIVERSITY | ||||||||
| 15600 MULHOLLAND DR | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $52,500 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| AMERICAN YOUTH SYMPHONY | ||||||||
| 3424 WILSHIRE BLVD 830 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $33,000 | |
| ANNENBERG CENTER FOR THE PERFORMING ARTS | ||||||||
| 3680 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 | |
| BEAUTY BUS FOUNDATION | ||||||||
| 2716 OCEAN PARK BLVD SUITE 1062 | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| BEIT T'SHUVAH | ||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $15,000 | |
| CAMP MAX STRAUSS | ||||||||
| 1041 SHIRLYJEAN ST | GLENDALE | CA | 91208 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| CHILDREN'S HOSPITAL LA | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 | |
| CHRONS AND COLITIS FOUNDATION | ||||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| CLEVELAND HEIGHT HIGH ALUMNI FOUNDATION | ||||||||
| 2155 MIRAMAR BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| DETOLEDO HIGH SCHOOL | ||||||||
| 22622 VANOWEN ST | WEST HILLS | CA | 91307 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $750 | |
| FRIENDS OF ELNET | ||||||||
| 400 SKOKIE BLVD STE 800 | NORTHBROOK | IL | 60062 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $120,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| HARMONY PROJECT | ||||||||
| 817 VINE STREET SUITE 212 | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $11,000 | |
| HEBREW UNION COLLEGE | ||||||||
| 3077 UNIVERSITY AVENUE | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $105,000 | |
| HILLEL AT UCLA | ||||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| HIRSHBERG FOUNDATION FOR PANCREATIC CANCER RESEARCH | ||||||||
| 2990 SOUTH SEPULVEDA BLVD SUITE | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | 300C |
| HOAG HOSPITAL FOUNDATION | ||||||||
| 500 SUPERIOR AVE 350 | NEWPORT BEACH | CA | 92663 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $50,000 | |
| JEWISH EDUCATIONAL TRADE SCHOOL | ||||||||
| 16601 RINALDI STREET | GRANADA HILLS | CA | 91344 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| JEWISH FEDERATION OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $176,000 | |
| JEWISH MUSEUM OF VIENNA | ||||||||
| 20 EAST 9TH ST 15C | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,500 | |
| JONSSON COMPREHENSIVE CANCER CENTER | ||||||||
| 10833 LE CONTE AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $55,000 | |
| KUSC | ||||||||
| 1149 SOUTH HILL STREET SUITE H100 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| LA MUSEUM OF THE HOLOCAUST | ||||||||
| 100 THE GROVE DR | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| LA NATURAL HISTORY MUSEUM | ||||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | ||||||||
| 1875 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $20,000 | |
| LOS ANGELES OPERA | ||||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $30,000 | |
| LOS ANGELES PHILHARMONIC | ||||||||
| 151 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $40,000 | |
| LOS ANGELES YOUTH ORCHESTRA | ||||||||
| 5160 VAN NUYS BLVD 274 | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $30,000 | |
| MILKEN COMMUNITY HIGH SCHOOL | ||||||||
| 15800 ZELDINS WAY | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $200,000 | |
| PBS SOCAL | ||||||||
| PO BOX 25113 | SANTA MONICA | CA | 92799 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| SALVATION ARMY | ||||||||
| 11301 WILSHIRE BLVD | LOS ANGELES | CA | 90073 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $202,000 | |
| STAND WITH US | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| STEPHEN S WISE TEMPLE | ||||||||
| 15500 STEPHEN S WISE DR | LOS ANGELES | CA | 90077 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $102,500 | |
| THE FRIENDSHIP CIRCLE LOS ANGELES | ||||||||
| 1952 S ROBERTSON BLVD | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,000 | |
| THE OPERA LEAGUE | ||||||||
| PO BOX 49-1057 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| THE PENN FUND | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL CHARTIABLE PURPOSE | $10,000 | |
| TOUR DE SUMMER CAMPS - THE JEWSIH FEDERATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| UCLA FOUNDATION | ||||||||
| 10920 WILSHIRE BLVD 900 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $176,000 | |
| UCLA HEALTH SYSTEM | ||||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $50,000 | |
| UCLA STEIN EYE INSTITUTE - UCLA HEALTH ORGANIZATION | ||||||||
| 100 STEIN PLAZA UCLA | LOS ANGELES | CA | 90095 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| UN WATCH | ||||||||
| PO BOX 5872 | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $3,000 | |
| UNION RESCUE MISSION | ||||||||
| 545 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $2,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET ROOM 433 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $7,500 | |
| US HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| WORLD UNION FOR PROGRESSIVE JUDAISM | ||||||||
| 633 THIRD AVE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,731,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$46,609 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,274 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $2,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,075 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOLDMAN SACHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,903,039 | BookValueAmt |
| EOYFMV | $3,284,995 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $15,213 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GS INVESTMENT FEES | $36,389 | $36,389 | $0 |
| MISCELLANEOUS | $333 | $0 | $0 |
| ATTORNEY GENERAL REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $0 |
| INTERNAL REVENUE SERVICE | $8,413 | $0 | $0 |
| FOREIGN TAXES | $1,885 | $1,885 | $0 |
Comments