RESSLER FAMILY CHARIT FOUNDATION TR 102794: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RESSLER FAMILY CHARIT FOUNDATION TR 102794 (EIN 95-6979496)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349101537
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T12:50:35-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330835986 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15760 VENTURA BLVD SUITE 1100 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956979496 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RESSLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESS | BusinessNameControlTxt |
| Phone | 3238604900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD RESSLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3238604900 | PhoneNum |
| Signature | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM F WOLF | PreparerPersonNm |
| PTIN | P00166601 | PTIN |
| Phone | 8189812600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,590,425 | 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 | $5,826,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $959 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $959 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,487,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,487,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,369,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,743,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,369,097 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,034 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,034 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,687,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,861,647 | 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 | $5,406 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $811 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $11,679 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,679 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,010 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,850 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109,538 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109,538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $279,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,795,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,795,387 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,074,543 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,795,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,613,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,652,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,038 | CashBOYAmt |
| Cash EOY | $19,169 | CashEOYAmt |
| Cash EOYFMV | $19,169 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $437,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $533,712 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $533,712 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,587,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,238,041 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,238,041 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,477,006 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,733,621 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,733,621 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,493,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,065,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,065,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,002,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,590,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,590,425 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $125,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $37,877,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,465,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,002,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,590,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,002,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,590,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,002,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,613,104 | ExcessRevenueOverExpensesAmt |
| Other Increases | $975,210 | OtherIncreasesAmt |
| Subtotal | $43,590,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,590,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,656,092 | $3,373,853 | $282,239 | $282,239 |
| TINICUM L.P. | P | $5,366 | $5,366 | $5,366 | |
| DEEP FIELD OPPORTUNITIES FUND LP | P | $365 | -$365 | -$365 | |
| CORSAIR SELECT LP | P | $16,547 | $16,547 | $16,547 | |
| PUBLICLY TRADED SECURITIES | D | $1,015,003 | $1,015,003 | $1,015,003 | |
| CAPITAL GAINS DIVIDENDS | P | $50,307 | $50,307 | $50,307 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,369,097 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,967,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $35,092,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113055 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,634,111 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,441,159 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.152232 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,395,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,117,490 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053430 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $234,498 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,397,828 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.011496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,564,249 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,988,189 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.160384 | DistributionYr5Rt |
| Total Distribution | 0.490597 | TotalDistributionRt |
| Average Distribution | 0.098119 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $40,184,324 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,942,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,522 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,969,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,795,387 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,045 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,045 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,045 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,589 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $63,589 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,544 | OverpaymentAmt |
| Applied To ES Tax | $10,544 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3238604900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90010 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON RESSLER | ||||||||
| 9561 LIME ORCHARD ROAD | BEVERLY HILLS | CA | 90210 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD RESSLER | ||||||||
| 9561 LIME ORCHARD ROAD | BEVERLY HILLS | CA | 90210 | TRUSTEE | 2.00 | $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 | $40,298,026 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $498,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,796,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,796,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $611,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,184,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,009,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,009,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,045 | TotalTaxAmt |
| Distributable Before Adj | $1,956,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,956,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,956,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,795,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,795,387 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,795,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,956,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,810,424 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $123,766 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,149,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,268,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,352,100 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,795,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,956,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,839,216 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,191,316 | 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 | $1,810,424 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,380,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $123,766 | ExcessFromYear3Amt |
| Excess From Year2 | $3,149,124 | ExcessFromYear2Amt |
| Excess From Year1 | $2,268,786 | ExcessFromYear1Amt |
| Excess From Current Year | $1,839,216 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALISON RESSLER | ContributingManagerNm |
| Contributing Manager | RICHARD RESSLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN RISO HILLEL | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN ST | PROVIDENCE | RI | 02906 | NONE | 501(C)(3) UNIVERSITY | GENERAL SUPPORT | $3,101,323 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| COLUMBIA LAW SCHOOL | |||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | 501(C)(3) UNIVERSITY | GENERAL SUPPORT | $50,000 |
| HARVARD WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) SCHOOL | GENERAL SUPPORT | $100,050 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K STREET NW STE 500 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $75,038 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| TOURETTE SYNDROME ASSOCIATION | |||||||
| 42-40 BELL BLVD | BAYSIDE | NY | 11361 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 90095 | NONE | 501(C)(3) UNIVERSITY | GENERAL SUPPORT | $397,976 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| WOMEN'S GUILD CEDAR SINAI MEDICAL CENTER | |||||||
| 8700 BEVELRY BLVD STE 2416 | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $2,000 |
| SANTA MONICA SYNAGOGUE | |||||||
| 1448 18TH STREET | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| NEW LOS ANGELES CHARTER SCHOOL | |||||||
| 1919 S BURNSIDE AVE | LOS ANGELES | CA | 90016 | NONE | 501(C)(3) SCHOOL | GENERAL SUPPORT | $1,000 |
| SERIOUS FUN CHILDREN'S NETWORK | |||||||
| 228 SAUGATUCK AVE | WESTPORT | CT | 06880 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| NATIONAL FOOTBALL FOUNDATION | |||||||
| 433 E LAS COLINAS BLVD STE 1130 | IRVING | TX | 75039 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,795,387 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $959 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,487,557 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,034 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,369,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,861,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,861,647 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD AND ALISON RESSLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9561 LIME ORCHARD ROAD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,826,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 75,000 SHARES OF J2 GLOBAL COMMUNICATIONS CORPORATION | NoncashPropertyDesc |
| Fair Market Value | $5,826,000 | FairMarketValueAmt |
| Received | 2015-12-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,406 | Amt |
| Net Investment Income | $811 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS - CORPORATE BONDS | BondNm |
| EOY Book Value | $1,733,621 | EOYBookValueAmt |
| EOYFMV | $1,733,621 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS - STOCKS | StockNm |
| EOY Book Value | $32,238,041 | EOYBookValueAmt |
| EOYFMV | $32,238,041 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - GS WEST STREET PTRS | FMV | $39,908 | $39,908 |
| GOLDMAN SACHS - GS INVESTMENT PARTNERS | FMV | $149,684 | $149,684 |
| CORSAIR SELECT, LP | FMV | $3,294,395 | $3,294,395 |
| MEZZANINE PARTNERS V OFFSHORE, LP | FMV | $93,659 | $93,659 |
| BROAD STREET ENERGY PARTNERS | FMV | $538,693 | $538,693 |
| TINICUM TAX EXEMPT, L.P. | FMV | $554,727 | $554,727 |
| CARLYLE ASIA PARTNERS IV | FMV | $440,980 | $440,980 |
| PEM HOLDING COMPANY | FMV | $97,961 | $97,961 |
| CIRCLE 9 NON-OPERATED WORKING INTEREST FUND I LP | FMV | $998,717 | $998,717 |
| DEEP FIELD OPPORTUNITIES FUND LP | FMV | $495,904 | $495,904 |
| PONTIFAX FUND LP | FMV | $500,000 | $500,000 |
| GS TACTICAL TILT IMPLEMENTATION FUND | FMV | $1,861,254 | $1,861,254 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $171 | $171 | $0 |
| PARTNERSHIP INVESTMENT EXPENSES | $109,367 | $109,367 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WEST STREET ENERGY PARTNERS LP | $3,678 | $3,678 | $3,678 |
| DEEP FIELD OPPORTUNITIES FUND LP | $36 | $36 | $36 |
| CORSAIR SELECT, LP | $983 | $983 | $983 |
| CIRCLE 9 NON-OPERATED WI FUND I, LP | -$663 | -$663 | -$663 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $975,210 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $81,523 | Amt |
| Net Investment Income | $81,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REGISTRATION RENEWAL | $150 | $0 | $0 |
| FRANCHISE TAX | $10 | $0 | $0 |
| FOREIGN TAX | $5,850 | $5,850 | $0 |
| FEDERAL TAX | $65,000 | $0 | $0 |
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