SCHLUSSEL FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCHLUSSEL FAMILY FOUNDATION (EIN 95-4694644)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-23
- IRS object ID
- 201600839349100410
- 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
- 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 | 2016-03-23T12:41:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 STE 300 | 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 | 2015-01-01 | 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 | 2016-03-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,740,281 | 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 | $40,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$53,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,639,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$12,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,938 | 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 | $95 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,440 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,938 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,656 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,870,791 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,720,386 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,704,625 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,877,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,756,042 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,740,281 | 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 | $1,877,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,756,042 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,877,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,756,042 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,877,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,756,042 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,877,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,756,042 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,756,042 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| AMERICAN FUND INV CO | P | $37,516 | $37,791 | -$275 | -$275 | ||
| ARBITRAGE EVENT DRIVEN FD | P | $45,928 | $49,733 | -$3,805 | -$3,805 | ||
| BARON EMGR MKTS FD | P | $67,236 | $74,368 | -$7,132 | -$7,132 | ||
| BBH CORE SELECT FUND | P | $18,103 | $17,876 | $227 | $227 | 2015-12-08 | |
| BLACKROCK FLOATING RATE INCM | P | $104,206 | $107,306 | -$3,100 | -$3,100 | ||
| DEUTSCHE FLOATING RATE | P | $593 | $632 | -$39 | -$39 | 2015-12-08 | 2015-07-01 |
| DOUBLELINE TOTAL RETURN | P | $55,460 | $55,561 | -$101 | -$101 | 2015-12-08 | 2015-07-01 |
| FMI LARGE CAP FUND | P | $6,722 | $6,765 | -$43 | -$43 | ||
| FRANKLIN MUTUAL QUEST FD | P | $37,356 | $37,553 | -$197 | -$197 | ||
| GUGGENHEIM BULLET 2022 | P | $6,401 | $6,491 | -$90 | -$90 | 2018-12-31 | 2015-12-08 |
| GUGGENHEIM CURRENCY | P | $2,900 | $2,837 | $63 | $63 | 2015-12-31 | 2015-12-08 |
| GUGGENHEIM S&P 500 EQUALWE TECH | P | $650 | $663 | -$13 | -$13 | 2015-12-31 | 2015-12-08 |
| GUGGENHEIM TOTAL RETURN BD | P | $95,280 | $96,581 | -$1,301 | -$1,301 | 2015-12-08 | |
| HARBOR CAP APPRECIATION FD | P | $52,824 | $46,722 | $6,102 | $6,102 | ||
| HARBOR INTL FUND | P | $30,289 | $30,742 | -$453 | -$453 | 2015-12-08 | |
| ISHARES IBOXX INVT GRADEBOND | P | $6,281 | $6,344 | -$63 | -$63 | 2015-12-31 | 2015-12-08 |
| ISHARES US PREFERRED STOCK | P | $9,674 | $9,666 | $8 | $8 | 2015-12-31 | 2015-12-08 |
| LAZARD INTL STRATEGIC EQUITY | P | $43,147 | $43,402 | -$255 | -$255 | ||
| LOOMIS SAYLES BOND FUND | P | $29,993 | $31,655 | -$1,662 | -$1,662 | 2015-12-08 | |
| OAKMARK GLOBAL FUND | P | $72,038 | $72,507 | -$469 | -$469 | ||
| OAKMARK SELECT FUND | P | $12,886 | $12,851 | $35 | $35 | 2015-12-08 | |
| OSTERWEIS FUND | P | $38,964 | $37,378 | $1,586 | $1,586 | 2015-07-01 | 2015-01-14 |
| OSTERWEIS STRATEGIC | P | $10,480 | $11,093 | -$613 | -$613 | 2015-12-08 | |
| PARAMETRIC EMRG MKTS INV | P | $41,832 | $50,577 | -$8,745 | -$8,745 | 2015-12-08 | |
| PIMCO TOTAL RETURN FUND | P | $33,649 | $33,966 | -$317 | -$317 | 2015-12-08 | |
| PIMCO UNCONSTRAINED BD FD | P | $29,438 | $30,838 | -$1,400 | -$1,400 | 2015-12-08 | 2015-07-01 |
| POWERSHARES QQQ TRUST | P | $676 | $688 | -$12 | -$12 | 2015-12-31 | 2015-12-08 |
| SPDR BARCLAYS LONG TERM TREASURY ETF | P | $6,992 | $7,043 | -$51 | -$51 | 2015-12-31 | 2015-12-08 |
| SPDR S&P 500 ETF | P | $1,435 | $1,450 | -$15 | -$15 | 2015-12-31 | 2015-12-08 |
| TOUCHSTONE SANDS CAPITAL | P | $12,047 | $11,391 | $656 | $656 | 2015-12-08 | |
| VANGUARD FTSE EMERGING MARKETS | P | $2,221 | $2,176 | $45 | $45 | 2015-01-14 | 2014-02-20 |
| WESTPORT SELECT CAP FUND | P | $17,749 | $18,689 | -$940 | -$940 | ||
| AQR DIVERSIFIED | P | $44,743 | $49,080 | -$4,337 | -$4,337 | ||
| BARON EMGR MKTS FD | P | $17,488 | $20,513 | -$3,025 | -$3,025 | 2015-12-08 | 2014-07-17 |
| BBH CORE SELECT FUND | P | $38,582 | $30,666 | $7,916 | $7,916 | 2015-12-08 | |
| BLACKROCK FLOATING RATE INCM | P | $74,511 | $74,449 | $62 | $62 | ||
| DEUTSCHE FLOATING RATE | P | $80,220 | $85,759 | -$5,539 | -$5,539 | ||
| DOUBLELINE TOTAL RETURN | P | $358,309 | $367,787 | -$9,478 | -$9,478 | ||
| FMI LARGE CAP FUND | P | $43,117 | $43,374 | -$257 | -$257 | ||
| FPA NEW INCOME | P | $95,549 | $100,726 | -$5,177 | -$5,177 | ||
| HARBOR INTL FUND | P | $26,471 | $25,296 | $1,175 | $1,175 | ||
| LAZARD INTL STRATEGIC EQUITY | P | $33,090 | $29,756 | $3,334 | $3,334 | ||
| LOOMIS SAYLES BOND FUND | P | $187,320 | $189,335 | -$2,015 | -$2,015 | ||
| OAKMARK GLOBAL FUND | P | $23,435 | $19,598 | $3,837 | $3,837 | ||
| OAKMARK SELECT FUND | P | $25,591 | $25,347 | $244 | $244 | ||
| OSTERWEIS STRATEGIC | P | $178,280 | $186,988 | -$8,708 | -$8,708 | ||
| PARAMETRIC EMRG MKTS INV | P | $23,775 | $27,562 | -$3,787 | -$3,787 | ||
| PIMCO TOTAL RETURN FUND | P | $169,568 | $175,660 | -$6,092 | -$6,092 | ||
| PIMCO UNCONSTRAINED BD FD | P | $222,838 | $224,683 | -$1,845 | -$1,845 | ||
| TOUCHSTONE SANDS CAPITAL | P | $40,401 | $37,581 | $2,820 | $2,820 | ||
| VANGUARD FTSE EMERGING MARKETS | P | $24,111 | $25,315 | -$1,204 | -$1,204 | ||
| CAPITAL GAINS DIVIDENDS | P | $1,325 | $1,325 | $1,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$53,120 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,874,555 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051746 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,112 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,919,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051125 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,046 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,907,583 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051922 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,134 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $535,781 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,668 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $541,692 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043693 | DistributionYr5Rt |
| Total Distribution | 0.271527 | TotalDistributionRt |
| Average Distribution | 0.054305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,789,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $97,179 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $409 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $97,588 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,880 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $861 | OverpaymentAmt |
| Applied To ES Tax | $861 | 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 | $1,795,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,816,752 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,816,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,789,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $819 | TotalTaxAmt |
| Distributable Before Adj | $88,656 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,656 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,656 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,656 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,978 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,935 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,917 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,054 | 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 | $11,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,978 | ExcessFromYear3Amt |
| Excess From Year2 | $3,935 | ExcessFromYear2Amt |
| Excess From Year1 | $4,917 | ExcessFromYear1Amt |
| Excess From Current Year | $224 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| BAIS YAAKOV SCHOOL FOR GIRLS | |||||||
| 7363 BEVERLY BLVD | LOS ANGELES | CA | 90036 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $5,000 |
| BAVLY RESEARCH INSTITUTE | |||||||
| 3054 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $26,180 |
| 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 |
| KOLLEL-LOS ANGELES | |||||||
| 7216 BEVERLY BLVD | LOS ANGELES | CA | 90036 | 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 |
| BEIS FRIMA CHINUCH CENTER | |||||||
| 1377 42ND STREET | BROOKLYN | NY | 11219 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $2,700 |
| OHR ELIYAHU ACADEMY | |||||||
| 241 S DETRIOT STREET | LOS ANGELES | CA | 90036 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $5,000 |
| MERKAZ HATORAH COMMUNITY KOLLEL INC | |||||||
| 9301 WILSHIRE BLVD | BEVERLY HILLS | CA | 90210 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $10,000 |
| YESHIVATH TORAH EMETH ACADEMY | |||||||
| 540 N LA BREA AVE | LOS ANGELES | CA | 90036 | NONE | EXEMPT UNDER IRCS 50 | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,880 | 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 | $40,938 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$53,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$12,182 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,182 | 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 | $4,145 | 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 | $1,720,386 | BookValueAmt |
| EOYFMV | $1,704,625 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $95 | 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 | $14,093 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX | $10 | $0 | $0 |
| INTERNAL REVENUE SERVICE | $2,405 | $0 | $0 |
| MISCELLANEOUS TAXES | $25 | $0 | $0 |
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