SERVICE STATION FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SERVICE STATION FOUNDATION (EIN 52-2281012)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-27
- IRS object ID
- 201632719349100603
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-27T16:31:26-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953882176 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON FISHBURN & MAJOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD SUITE 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 | 522281012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHERNIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 3108260909 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BMG 11812 SAN VICENTE BL 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN CHERNIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108260909 | PhoneNum |
| Signature | 2016-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC MAJOR | PreparerPersonNm |
| PTIN | P00977724 | PTIN |
| Phone | 3108260909 | 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 | $589,728 | 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 | $500,851 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $244,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $747,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,095 | 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 | $16,865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,433 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,877 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $520,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $520,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $520,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $198,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,785 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $125,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,984 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,305 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,305 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,305 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $2,900 | RcvblFromOfficersBOYAmt |
| Other Investments BOY | $288,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $333,766 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $475,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $416,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $448,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $589,728 | 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 | $416,437 | RetainedEarningBOYAmt |
| Retained Earning EOY | $448,055 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $416,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $416,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $416,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $198,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $615,138 | SubtotalAmt |
| Other Decreases | $167,083 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $448,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ASBURY AUTOMOTIVE | P | 2015-03-03 | $62,186 | $38,587 | $23,599 | $23,599 |
| ASHLAND INC. | P | 2015-03-03 | $41,531 | $25,468 | $16,063 | $16,063 |
| CME GROUP INC | P | 2015-03-03 | $38,459 | $21,401 | $17,058 | $17,058 |
| CANADIAN PACIFIC RAILWAY LTD | P | 2015-03-03 | $46,594 | $27,725 | $18,869 | $18,869 |
| DELTA AIRLINES INC | P | 2015-03-03 | $56,147 | $23,035 | $33,112 | $33,112 |
| DUNKIN BRANDS GROUP INC | P | 2015-03-03 | $29,787 | $18,998 | $10,789 | $10,789 |
| GENERAL GROWTH PROPERTIES INC | P | 2015-03-03 | $46,239 | $24,740 | $21,499 | $21,499 |
| HOME DEPOT INC | P | 2015-03-03 | $57,549 | $21,142 | $36,407 | $36,407 |
| NEWELL RUBBERMAID INC | P | 2015-03-03 | $47,245 | $27,046 | $20,199 | $20,199 |
| SBA COMMUNICATIONS CORP | P | 2015-03-03 | $49,832 | $28,248 | $21,584 | $21,584 |
| TRACTOR SUPPLY COMPANY | P | 2015-03-03 | $12,942 | $6,878 | $6,064 | $6,064 |
| VISA INC | P | 2015-03-03 | $43,850 | $25,070 | $18,780 | $18,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $244,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $545,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $360,015 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.515492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $381,825 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $429,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.888722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,070,403 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $244,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.381923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,197,124 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $693,051 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.727325 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $693,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,664,057 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.416867 | DistributionYr5Rt |
| Total Distribution | 8.930329 | TotalDistributionRt |
| Average Distribution | 1.786066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $339,653 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $606,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,368 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $609,011 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $520,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,777 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,777 | TotalPaymentsAndCreditsAmt |
| Overpayment | $41 | OverpaymentAmt |
| Applied To ES Tax | $41 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BRENTWOOD MANAGEMENT GROUP | IndividualWithBooksNm |
| Phone | 3108260909 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11812 SAN VICENTE BLVD 200 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PETER CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | SECRETARY/CFO | 0.50 | $0 | $0 | $0 |
| MEGAN CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOHN CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARGARET CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $129,474 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $215,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $344,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $344,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $339,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,983 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,983 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,736 | TotalTaxAmt |
| Distributable Before Adj | $12,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $520,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $520,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $520,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $610,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,147,473 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,062,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $362,859 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $535,466 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,718,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $520,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,247 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $508,003 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,226,762 | 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 | $610,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,616,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,147,473 | ExcessFromYear4Amt |
| Excess From Year3 | $1,062,443 | ExcessFromYear3Amt |
| Excess From Year2 | $362,859 | ExcessFromYear2Amt |
| Excess From Year1 | $535,466 | ExcessFromYear1Amt |
| Excess From Current Year | $508,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER CHERNIN | ContributingManagerNm |
| Contributing Manager | MEGAN CHERNIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MALARIA NO MORE | ||||||||||||
| 423 PARK AVENUE SOUTH 4TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $250,000 | |||||
| CITY YEAR | ||||||||||||
| 606 S OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $10,000 | |||||
| THE GABRIELLA FOUNDATION | ||||||||||||
| 639 S COMMONWEALTH AVE SUITE B100 | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $5,000 | |||||
| LA WORLD AFFAIRS COUNCIL | ||||||||||||
| 3535 HAYDEN AVE 200 | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $15,000 | |||||
| NEW ROADS SCHOOL | ||||||||||||
| 3131 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $45,000 | |||||
| GIRLS INC | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $15,000 | |||||
| JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||||||
| 1945 NJ-33 | NEPTUNE CITY | NJ | 07753 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $5,000 | |||||
| FRIENDS OF CHILLIWACK PUBLIC LIBRARY | ||||||||||||
| NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $250 | 45860 FIRST AVE | CHILLIWACK | BC | CA | V2P 7K1 | ||||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $25,000 | |||||
| LA FUND FOR PUBLIC EDUCATION | ||||||||||||
| 10250 CONSTELLATION BLVD 230 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $150,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $520,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $244,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $247,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $247,095 | 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 | PETER AND MEGAN CHERNIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2327 LA MESA DRIVE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,851 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $500,851 | FairMarketValueAmt |
| Received | 2015-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,865 | Amt |
| Net Investment Income | $8,433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANT ENERGY CORP | AT COST | $26,914 | $37,470 |
| ATMOS ENERGY CORP | AT COST | $26,520 | $34,672 |
| BLACKROCK INC | AT COST | $8,433 | $17,026 |
| BRISTOL-MYERS SQUIBB | AT COST | $19,565 | $41,274 |
| CME GROUP INC | AT COST | $13,599 | $18,120 |
| CISCO SYSTEMS INC | AT COST | $29,212 | $43,448 |
| EQUITY RESIDENTIAL | AT COST | $27,460 | $27,460 |
| GENERAL DYNAMICS CORP | AT COST | $8,533 | $17,170 |
| HASBRO INC | AT COST | $5,196 | $6,736 |
| HONEYWELL INTERNATIONAL INC | AT COST | $16,654 | $30,553 |
| JPMORGAN CHASE | AT COST | $15,171 | $19,809 |
| ELI LILLY & CO | AT COST | $19,664 | $27,806 |
| NEXTERA ENERGY INC | AT COST | $20,967 | $31,167 |
| PUBLIC STORAGE | AT COST | $17,039 | $17,039 |
| ROCHE HOLDINGS LTD | AT COST | $17,459 | $29,300 |
| SEMPRA ENERGY | AT COST | $19,762 | $28,203 |
| UNILEVER N V | AT COST | $19,424 | $25,992 |
| VORNADO REALTY TRUST | AT COST | $22,194 | $22,194 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN BOOK VALUE AND MARKET VALUE OF SECURITIES RECEIVED | Desc |
| Amt | $167,083 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $160 | $0 | $0 |
| LEGAL FEES | $75 | $0 | $0 |
| INVESTMENT FEES | $1,604 | $1,604 | $0 |
| BANK FEES | $273 | $273 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MEGAN CHERNIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2327 LA MESA DRIVE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
| FOREIGN TAXES | $18 | $0 | $0 |
Comments