SCHLUSSEL FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SCHLUSSEL FAMILY FOUNDATION (EIN 95-4694644)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-03
- IRS object ID
- 201740939349100604
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-03T11:01:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951775376 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEIL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK EAST STE300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 | 954694644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHLUSSEL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHL | BusinessNameControlTxt |
| Phone | 3237269190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 NORTH FORMOSA AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERSHON SCHLUSSEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3237269190 | PhoneNum |
| Signature | 2017-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEN KAPLAN | PreparerPersonNm |
| PTIN | P00178118 | PTIN |
| Phone | 3104519871 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.161.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-13 | IPDt |
| IP Tm | 08:19:31 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 332950E108E25FA16234634F63B003FC48B0CC57 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F76D35CF57204F9FC3E83FBBC28C148848DAE6DC | 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 | $1,654,731 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,991,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,198 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,288 | 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 |
| Legal Fees Rev And Expnss | $375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,656 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $161,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $161,918 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,720,386 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,526,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,492,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,756,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,687,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,654,731 | 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 | $1,756,042 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,687,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,756,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,756,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,687,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,756,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,687,975 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE OPPORTUNISTIC | P | 2016-11-04 | $156,679 | $174,128 | -$17,449 | -$17,449 | |
| ENERGY SELECT SECTOR | P | 2016-06-06 | $55,339 | $52,801 | $2,538 | $2,538 | 2016-05-04 |
| FIRST TRUST | P | 2016-07-18 | $150,270 | $148,272 | $1,998 | $1,998 | 2016-06-07 |
| GUGGENHEIM BULLET 2022 | P | $342,437 | $345,462 | -$3,025 | -$3,025 | 2015-12-08 | |
| GUGGENHEIM CURRENCY JAPANESE YEN | P | $115,094 | $110,900 | $4,194 | $4,194 | ||
| GUGGENHEIM S&P 500 CONS | P | 2016-11-04 | $78,111 | $82,505 | -$4,394 | -$4,394 | |
| GUGGENHEIM S&P 500 TECH | P | $52,012 | $57,809 | -$5,797 | -$5,797 | 2015-12-08 | |
| GUGGENHEIM S&P 500 ENG | P | 2016-11-03 | $3,249 | $3,434 | -$185 | -$185 | 2016-10-04 |
| GUGGENHEIM S&P 500 MAT | P | 2016-06-02 | $58,616 | $55,922 | $2,694 | $2,694 | 2016-04-01 |
| ISHARES CORE | P | 2016-04-01 | $52,607 | $52,157 | $450 | $450 | 2016-03-14 |
| ISHARES CORE MSCI | P | 2016-06-02 | $54,529 | $55,554 | -$1,025 | -$1,025 | 2016-04-01 |
| ISHARES GLOBAL CONSUMER STAP | P | 2016-11-07 | $80,830 | $83,939 | -$3,109 | -$3,109 | |
| ISHARES GLOBAL TECH | P | 2016-11-03 | $1,180 | $1,211 | -$31 | -$31 | 2016-10-04 |
| ISHARES IBOXX INVT GRADEBOND | P | $341,252 | $345,090 | -$3,838 | -$3,838 | ||
| ISHARES JPMORGAN USD MTSBOND | P | 2016-07-18 | $356,163 | $338,347 | $17,816 | $17,816 | |
| ISHARES LATIN AMERICA | P | 2016-06-02 | $52,583 | $55,643 | -$3,060 | -$3,060 | 2016-04-01 |
| ISHARES S&P MID CAP 400 VALUE | P | 2016-07-18 | $56,722 | $55,242 | $1,480 | $1,480 | 2016-06-02 |
| ISHARES S&P SMALL CAP | P | 2016-10-04 | $10,383 | $10,300 | $83 | $83 | 2016-07-18 |
| ISHARES TOTAL US STOCK MARKET | P | 2016-11-03 | $3,320 | $3,438 | -$118 | -$118 | 2016-10-04 |
| ISHARES TOTAL US STOCK MARKET | P | 2016-07-18 | $56,765 | $55,244 | $1,521 | $1,521 | 2016-06-02 |
| ISHARES US PREFERRED STOCK | P | $339,178 | $341,732 | -$2,554 | -$2,554 | 2015-12-08 | |
| ISHARES US HOME CONSTRUCT | P | 2016-01-05 | $54,295 | $57,339 | -$3,044 | -$3,044 | 2015-12-08 |
| ISHARES US REAL ESTATE | P | $55,156 | $57,167 | -$2,011 | -$2,011 | 2016-01-05 | |
| ISHARES US TELECOM | P | 2016-04-01 | $53,799 | $52,230 | $1,569 | $1,569 | 2016-03-14 |
| MARKET VECTORS RETAIL | P | $54,515 | $57,127 | -$2,612 | -$2,612 | ||
| PIMCO INVEST GRADE CORP BOND | P | 2016-06-07 | $341,785 | $331,456 | $10,329 | $10,329 | |
| POWERSHARES QQQ TRUST | P | 2016-01-05 | $55,254 | $57,942 | -$2,688 | -$2,688 | 2015-12-08 |
| PROSHARES SHORT | P | 2016-07-01 | $44,143 | $55,703 | -$11,560 | -$11,560 | 2016-06-02 |
| SCHWAB US AGGREGATE BOND | P | 2016-06-07 | $338,684 | $333,109 | $5,575 | $5,575 | |
| SPDR BARCLAYS HIGH YIELD BOND | P | 2016-06-07 | $349,170 | $336,582 | $12,588 | $12,588 | 2016-04-01 |
| SPDR BARCLAYS LONG TERM TREASURY | P | $516,651 | $500,742 | $15,909 | $15,909 | ||
| SPDR GOLD SHARES | P | 2016-04-01 | $104,563 | $105,577 | -$1,014 | -$1,014 | |
| SPDR NUVEEN BARCLAYS ST MUN BD | P | $332,596 | $333,535 | -$939 | -$939 | ||
| SPDR S&P MIDCAP 400 | P | 2016-06-02 | $57,788 | $55,637 | $2,151 | $2,151 | 2016-04-01 |
| SPDR S&P RETAIL | P | 2016-05-04 | $52,952 | $55,522 | -$2,570 | -$2,570 | 2016-04-01 |
| SPDR S&P 500 | P | $134,697 | $144,773 | -$10,076 | -$10,076 | ||
| SPDR S&P 500 | P | 2016-01-28 | $27,942 | $29,828 | -$1,886 | -$1,886 | 2016-01-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,090 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,880 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,789,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,874,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,112 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,919,056 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051125 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,046 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,907,583 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051922 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,134 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $535,781 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073041 | DistributionYr5Rt |
| Total Distribution | 0.277501 | TotalDistributionRt |
| Average Distribution | 0.055500 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,672,043 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $232 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,030 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,570 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $463 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $463 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $861 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $861 | TotalPaymentsAndCreditsAmt |
| Overpayment | $398 | OverpaymentAmt |
| Applied To ES Tax | $398 | 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 | GERSHON SCHLUSSEL | IndividualWithBooksNm |
| Phone | 3237269190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 NORTH FORMOSA AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | 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 |
|---|---|---|---|---|---|---|---|---|
| GERSHON SCHLUSSEL | ||||||||
| 6430 E SLAUSON AVE | COMMERCE | CA | 90040 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SHARON SUE SCHLUSSEL | ||||||||
| 123 N FORMOSA AVE | LOS ANGELES | CA | 90036 | VICE PRESIDENT/SECRETARY | 0.00 | $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 | $1,598,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,697,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,697,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,463 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,672,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $463 | TotalTaxAmt |
| Distributable Before Adj | $83,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $83,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $83,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,570 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,570 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $83,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,978 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,935 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $83,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,431 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,485 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,978 | ExcessFromYear4Amt |
| Excess From Year3 | $3,935 | ExcessFromYear3Amt |
| Excess From Year2 | $4,917 | ExcessFromYear2Amt |
| Excess From Year1 | $224 | ExcessFromYear1Amt |
| Excess From Current Year | $1,431 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAVLY RESEARCH INSTITUTE | |||||||
| 3054 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $54,070 |
| BEIS FRIMA CHINUCH CENTER | |||||||
| 1377 42ND STREET | BROOKLYN | NY | 11219 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $5,500 |
| CONGREGATION KOLLEL YECHIEL YEHUDA | |||||||
| 345 N LA BREA AVENUE | LOS ANGELES | CA | 90036 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $10,000 |
| FRIENDS OF YESHIVA OHR ELCHONON | |||||||
| 7215 WARING AVENUE | LOS ANGELES | CA | 90046 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $10,000 |
| MESIVTA OF GREATER LOS ANGELES | |||||||
| 25115 MUREAU ROAD | CALABASAS | CA | 91302 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,570 | 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 | $46,288 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,090 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,198 | 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 | $4,190 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,526,057 | BookValueAmt |
| EOYFMV | $1,492,813 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECURITIES MANAGEMENT | CategoryTxt |
| Amt | $23,120 | Amt |
| Net Investment Income | $23,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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