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SLATER FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SLATER FAMILY FOUNDATION (EIN 95-4685547)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-17
IRS object ID
201711379349100016
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)
Return2017-05-17T11:24:48-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZIGMOND SNOW & LANGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19301 OAKDALE AVE SUITE 375AddressLine1Txt
CityCHATSWORTHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP913116515ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954685547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SLATER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSLATBusinessNameControlTxt
Phone6267992924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 N GRAND AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUTH SLATERPersonNm
Person TitlePresidentPersonTitleTxt
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSheldon M Snow CPAPreparerPersonNm
PTINP00130337PTIN
Phone8187897850PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$636,163FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$16,479DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,479DividendsNetInvstIncmAmt
Dividends Adj Net Incm$16,479DividendsAdjNetIncmAmt
Total Rev And Expnss$19,729TotalRevAndExpnssAmt
Total Net Invst Incm$16,479TotalNetInvstIncmAmt
Total Adj Net Incm$16,479TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,480AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,480AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$756TaxesRevAndExpnssAmt
Taxes Net Invst Incm$756TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,306TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,306TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,718ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,718ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,024TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,306TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,718TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$13,295ExcessRevenueOverExpensesAmt
Net Investment Income$14,173NetInvestmentIncomeAmt
Adjusted Net Income$16,479AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$18,887SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,678SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,678SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$193,771CorporateStockBOYAmt
Corporate Stock EOY$195,685CorporateStockEOYAmt
Corporate Stock EOYFMV$632,485CorporateStockEOYFMVAmt
Total Assets BOY$212,658TotalAssetsBOYAmt
Total Assets EOY$199,363TotalAssetsEOYAmt
Total Assets EOYFMV$636,163TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$315,152CapitalStockBOYAmt
Capital Stock EOY$315,152CapitalStockEOYAmt
Retained Earning BOY-$102,494RetainedEarningBOYAmt
Retained Earning EOY-$115,789RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$212,658TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$199,363TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$212,658TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,363TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$212,658TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$13,295ExcessRevenueOverExpensesAmt
Subtotal$199,363SubtotalAmt
Tot Net Ast Or Fund Balances EOY$199,363TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$78,468AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$616,849NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.12721DistributionYr1Rt
Adjusted Qlfy Distri Yr2$74,942AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$653,615NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.11466DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,077AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$566,731NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04425DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,993AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$457,854NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03711DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,854AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$435,661NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03869DistributionYr5Rt
Total Distribution0.361915TotalDistributionRt
Average Distribution0.072383AverageDistributionRt
Net Vl Noncharitable Assets$602,328NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,598AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$142NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,740AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,718QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$283InvestmentIncomeExciseTaxAmt
Subtotal$283SubtotalAmt
Tax Based On Investment Income$283TaxBasedOnInvestmentIncomeAmt
Tax Due$283TaxDueAmt

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 Line1RUTH SLATERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267967599PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 N GRAND AVE 12AddressLine1Txt
CitySOUTH PASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91103ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
RUTH SLATER
201 N GRAND AVE 12PASADENACA91103PRES.,CEO, CFO0.50$0
SUSAN SLATER
C/O 201 N GRAND AVE 12PASADENACA91103VP & SECRETARY0.15$0
CAROL SMOLENSKI
C/O 201 N GRAND AVE 12PASADENACA91103Vice President0.15$0
SHARON LEVY
C/O 201 N GRAND AVE 12PASADENACA91103Vice President0.15$0
VICKI F MAGASINN
4640 ADMIRALTY WAY 402MARINA DEL REYCA90292Director0.10$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)
Description1UNSOLICITED CONTRIBUTIONS TO PUBLIC CHARITIES- SEE PART XV OF THIS RETURNDescription1Txt
Expenses1$30,718Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$600,218AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,283AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$611,501TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$611,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,173CashDeemedCharitableAmt
Net Vl Noncharitable Assets$602,328NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,116MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,116MinimumInvestmentReturnAmt
Tax Based On Investment Income$283TaxBasedOnInvestmentIncomeAmt
Total Tax$283TotalTaxAmt
Distributable Before Adj$29,833DistributableBeforeAdjAmt
Distributable Before Ded$29,833DistributableBeforeDedAmt
Distributable As Adjusted$29,833DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,718ExpensesAndContributionsAmt
Qualifying Distributions$30,718QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,718AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,833DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$42,497ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,462ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$90,959TotalExcessDistributionCyovAmt
Qualifying Distributions$30,718QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$29,833AppliedToCurrentYearAmt
Remaining Distri From Corpus$885RemainingDistriFromCorpusAmt
Total Corpus$91,844TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$91,844ExcessDistriCyovToNextYrAmt
Excess From Year2$42,497ExcessFromYear2Amt
Excess From Year1$48,462ExcessFromYear1Amt
Excess From Current Year$885ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VAR ORGANIZED CHARITIES
9 ORGANIZATIONS 250VARIOUSCA91103N/AN/AGENERAL FUND$1,218
KECK SCHOOL OF MEDICINE OF USC
1975 ZONAL AVELOS ANGELESCA90033N/AN/AMEDICAL RESEARCH$20,000
THE JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048N/AN/ALITERARY CIRCLE$2,750
SHOMREI TORAH SYNAGOGUE
7353 VALLEY CIR BLVDWEST HILLSCA91304N/AN/AGENERAL FUND$400
CROHN'S COLITIS FOUNDATION OF AMERI
733 THIRD AVENUE SUITE 510NEW YORKNY10017N/AN/AGENERAL FUND$800
HADASSAH
50 WEST 58TH STREETNEW YORKNY10019N/AN/AMEDICAL SERVICES$2,300
SECOND HARVEST FOOD BANK
750 CURTNER AVENUESAN JOSECA95125N/AN/AGENERAL FUND$500
PLANNED PARENTHOOD
434 WEST 33RD STNEW YORKNY10001N/AN/AGENERAL FUND$500
JEWISH FAMILY SERVICE
4311 WILSHIRE BLVDLOS ANGELESCA90010N/AN/AGENERAL FUND$700
ABRAHAM JOSHUA HESCHEL DAY SCHOOL
17701 DEVONSHIRE STREETNORTHRIDGECA91325N/AN/AGENERAL FUND$500
FRIENDS OF THE ISRAEL DEFENSE FORCE
1430 BROADWAYNEW YORKNY10018N/AN/AGENERAL FUND$550
JEWISH NATIONAL FUND
7120 HAYVENHURST AVENUEVAN NUYSCA91406N/AN/AGENERAL FUND$250
SHARSHERET
1086 TEANECK RD 2GTEANECKNJ07666N/AN/ASOCIAL SUPPORT$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,718TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,479ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,479ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,479TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,480Amt
Net Investment Income$1,480NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CHARLES SCHWAB - EQUITY INVESTMENTS$116,861$153,019
WELLS FARGO - EQUITY INVESTMENTS$78,824$479,466

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Net Investment Income$70NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$418$418
FOREIGN TAXES$338$338

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