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VICTOR FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VICTOR FAMILY FOUNDATION (EIN 95-4717634)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202543179349101779
Schema version
2024v5.2
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)
Return2025-11-13T09:35:22-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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
ZIP92263ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Keesling CPAPreparerPersonNm
PTINP00707567PTIN
Phone7603206642PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$677,761ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,375InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,375InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,375InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$187,180NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$672,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$187,180CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$867,316TotalRevAndExpnssAmt
Total Net Invst Incm$189,555TotalNetInvstIncmAmt
Total Adj Net Incm$2,375TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$92TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,192TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$686,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$686,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$687,192TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$686,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$180,124ExcessRevenueOverExpensesAmt
Net Investment Income$189,555NetInvestmentIncomeAmt
Adjusted Net Income$2,375AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$8,000CashEOYAmt
Sav And Temp Cash Invst BOY$15,363SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,112SavAndTempCashInvstEOYAmt
Total Assets BOY$15,363TotalAssetsBOYAmt
Total Assets EOY$9,112TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$15,363RetainedEarningBOYAmt
Retained Earning EOY$9,112RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,363TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,112TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,363TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,112TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,363TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$180,124ExcessRevenueOverExpensesAmt
Subtotal$195,487SubtotalAmt
Other Decreases$186,375OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,112TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
180000 JPMORGAN CHASEP2023-07-112024-05-09$178,179$180,000-$1,821-$1,821
1000 UTD PARCEL SVCP2024-01-012024-06-18$98,375$100,001-$1,626-$1,626
1000 UTD PARCEL SVCP2024-01-012024-08-23$99,000$100,001-$1,001-$1,001
1000 JPMORGAN CHASEP2022-01-012024-10-18$98,500$98,290$210$210
2500 WELLS FARGOP2022-01-012024-11-14$184,232$6,475$177,757$177,757
150 WELLS FARGOP2022-01-012024-12-16$3,545$130$3,415$3,415
50 WELLS FARGOP2022-01-012024-12-16$10,635$389$10,246$10,246
FieldValueIRS element (for citing)
Capital Gain Net Income$187,180CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,448NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,635InvestmentIncomeExciseTaxAmt
Subtotal$2,635SubtotalAmt
Tax Based On Investment Income$2,635TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$5EsPenaltyAmt
Tax Due$2,640TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
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
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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$12,554AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,997AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,551TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$26,551AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$398CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,153NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,308MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,308MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,635TaxBasedOnInvestmentIncomeAmt
Total Tax$2,635TotalTaxAmt
Distributable Before Adj$1,327DistributableBeforeAdjAmt
Distributable Before Ded$1,327DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$686,000ExpensesAndContributionsAmt
Qualifying Distributions$686,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$201,391ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$174,220ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$228,825ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$92,212ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$87,896ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$784,544TotalExcessDistributionCyovAmt
Qualifying Distributions$686,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$686,000RemainingDistriFromCorpusAmt
Total Corpus$1,470,544TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$201,391ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,269,153ExcessDistriCyovToNextYrAmt
Excess From Year4$174,220ExcessFromYear4Amt
Excess From Year3$228,825ExcessFromYear3Amt
Excess From Year2$92,212ExcessFromYear2Amt
Excess From Year1$87,896ExcessFromYear1Amt
Excess From Current Year$686,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WALLIS ANNENBERG CTR FOR PERFORMING
470 NORTH CANON DRIVEBEVERLY HILLSCA90210NONEPUBLICFINANCIAL SUPPORT$50,000
MCCALLUM THEATRE
73000 FRED WARING DRPALM DESERTCA92260NONEPUBLICFINANCIAL SUPPORT$5,000
Eisenhower Medical Center Foundatio
39000 Bob Hope DriveRancho MirageCA92270FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$10,000
AFMD
11150 SANTA MONICALOS ANGELESCA90025FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$2,500
ISRAEL AMERICAN ACADEMIC
8383 WILSHIRE BOULEVARD STE 400BEVERLY HILLSCA90211FINANCIAL SUPPORTPCFINANCIAL SUPPORT$15,000
THE WENDE MUSEUM
10808 CULVER BLVDCULVER CITYCA90230FINANCIAL SUPPORTPCFINANCIAL SUPPORT$191,500
CEDARS-SINAI
8700 Beverly Blvd Suite 2416Los AngelesCA90048NONEPUBLICFINANCIAL SUPPORT$2,000
ISRAEL POLICY FORUM
355 Lexington Ave 4th FloorNew YorkNY10017NONEPUBLICFINANCIAL SUPPORT$25,000
MUSIC MENDS MINDS INC
2355 Westwood BlvdLos AngelesCA90064NONEPCFINANCIAL SUPPORT$10,000
THE LAWFARE PROJECT
633 3rd Ave 21st FloorNew YorkNY10017NONEPFFINANCIAL SUPPORT$15,000
FRIENDS OF THE CULTURAL CENTER
73000 Fred Waring DrPalm DesertCA92260NONEPCFINANCIAL SUPPORT$5,000
JEWISH FEDERATION COUNCIL
6505 Wilshire BlvdLos AngelesCA90048NONEPCFINANCIAL SUPPORT$35,000
DANA-FARBER CANCER INSTITUTE
450 Brookline AveBostonMA02215NONEPCFINANCIAL SUPPORT$100,000
International Medical Corps
12400 Wilshire Blvd Suite 1500Los AngelesCA90025NONEPCFinancial Support$25,000
ITREK
1460 BroadwayNew YorkNY10036NONEPCFinancial Support$15,000
University of North Carolina at Cha
450 Ridge RoadChapel HillNC27599NONENCFINANCIAL SUPPORT$180,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$686,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,375ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$187,180ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$189,555ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,555TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
VICTOR PARTNERS
111150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$194,468Yes (X)Yes (X)
JONATHAN VICTOR
211150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$5,000Yes (X)
SAMUEL VICTOR
311150 SANTA MONICA BLVD 825LOS ANGELESCA900253988$478,293Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
12700 SHS OF WELLS FARGO$193,3682024-11-12
3SHS OF JP MORGAN CHASE AND UTD PARCEL SERVICE$296,5792024-10-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXESCategoryTxt
Amt$92Amt

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