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RESSLER FAMILY CHARIT FOUNDATION TR 102794: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
RESSLER FAMILY CHARIT FOUNDATION TR 102794 (EIN 95-6979496)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201512259349101061
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-13T18:08:24-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330835986PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SQUAR MILNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115760 VENTURA BLVD SUITE 1150AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956979496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RESSLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRESSBusinessNameControlTxt
Phone3238604900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14700 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD RESSLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3238604900PhoneNum
Signature2015-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM F WOLFPreparerPersonNm
PTINP00166601PTIN
Phone8189812600PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,002,111FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,700,493ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$589InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$589InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,249,195DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,249,195DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,728,160NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,761,920GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,728,160CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,678,437TotalRevAndExpnssAmt
Total Net Invst Incm$2,977,944TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,253AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,138AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$74,610OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$74,610OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$7,402InterestRevAndExpnssAmt
Interest Net Invst Incm$7,402InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$47,667TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,007TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$87,127OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87,127OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$231,059TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$177,284TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,967,418ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,967,418ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,198,477TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$177,284TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,967,418TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,479,960ExcessRevenueOverExpensesAmt
Net Investment Income$2,800,660NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,939CashBOYAmt
Cash EOY$6,038CashEOYAmt
Cash EOYFMV$6,038CashEOYFMVAmt
Sav And Temp Cash Invst BOY$831,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$437,565SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$437,565SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$25,341,671CorporateStockBOYAmt
Corporate Stock EOY$29,587,760CorporateStockEOYAmt
Corporate Stock EOYFMV$29,587,760CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,244,623CorporateBondsBOYAmt
Corporate Bonds EOY$2,477,006CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,477,006CorporateBondsEOYFMVAmt
Other Investments BOY$5,222,616OtherInvestmentsBOYAmt
Other Investments EOY$5,493,742OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,493,742OtherInvestmentsEOYFMVAmt
Total Assets BOY$33,666,286TotalAssetsBOYAmt
Total Assets EOY$38,002,111TotalAssetsEOYAmt
Total Assets EOYFMV$38,002,111TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$125,000CapitalStockBOYAmt
Capital Stock EOY$125,000CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$33,541,286RetainedEarningBOYAmt
Retained Earning EOY$37,877,111RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$33,666,286TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,002,111TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,666,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,002,111TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,666,286TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,479,960ExcessRevenueOverExpensesAmt
Other Increases$1,855,865OtherIncreasesAmt
Subtotal$38,002,111SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,002,111TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,544,776$2,031,342$1,513,434$1,513,434
CORSAIR SELECTP$166,615$166,615$166,615
TINICUM L.P.P$2,418-$2,418-$2,418
CAPITAL GAINS DIVIDENDSP$50,529$50,529$50,529
FieldValueIRS element (for citing)
Capital Gain Net Income$1,728,160CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,634,111AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$30,441,159NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.152232DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,395,450AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,117,490NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053430DistributionYr2Rt
Adjusted Qlfy Distri Yr3$234,498AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$20,397,828NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.011496DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,564,249AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$15,988,189NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.160384DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,623,643AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$12,159,494NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.380250DistributionYr5Rt
Total Distribution0.757792TotalDistributionRt
Average Distribution0.151558AverageDistributionRt
Net Vl Noncharitable Assets$35,092,901NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,318,610AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$28,007NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,346,617AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,967,418QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$56,013InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$56,013SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$56,013TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$54,608EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$18,000AppliedToEsTaxAmt
Total Payments And Credits$72,608TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Overpayment$16,589OverpaymentAmt
Applied To ES Tax$16,589AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3238604900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14700 WILSHIRE BLVDAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALISON RESSLER
9561 LIME ORCHARD ROADBEVERLY HILLSCA90210TRUSTEE2.00$0$0$0
RICHARD RESSLER
9561 LIME ORCHARD ROADBEVERLY HILLSCA90210TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$35,183,708AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$443,603AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,627,311TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,627,311AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$534,410CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,092,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,754,645MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,754,645MinimumInvestmentReturnAmt
Tax Based On Investment Income$56,013TaxBasedOnInvestmentIncomeAmt
Total Tax$56,013TotalTaxAmt
Distributable Before Adj$1,698,632DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,698,632DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,698,632DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,967,418ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,967,418QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,967,418AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,698,632DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,066,374ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,810,424ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$123,766ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,149,124ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,149,688TotalExcessDistributionCyovAmt
Qualifying Distributions$3,967,418QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,698,632AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,268,786RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,418,474TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,066,374ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,352,100ExcessDistriCyovToNextYrAmt
Excess From Year4$1,810,424ExcessFromYear4Amt
Excess From Year2$123,766ExcessFromYear2Amt
Excess From Year1$3,149,124ExcessFromYear1Amt
Excess From Current Year$2,268,786ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerALISON RESSLERContributingManagerNm
Contributing ManagerRICHARD RESSLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02906NONE501(C)(3) UNIVERSITYGENERAL SUPPORT$3,119,587
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVDLOS ANGELESCA90027NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$1,000
COLUMBIA LAW SCHOOL
435 WEST 116TH STREETNEW YORKNY10027NONE501(C)(3) UNIVERSITYGENERAL SUPPORT$100,331
HARVARD WESTLAKE SCHOOL
3700 COLDWATER CANYONSTUDIO CITYCA91604NONE501(C)(3) SCHOOLGENERAL SUPPORT$100,000
MELANOMA RESEARCH FOUNDATION
1411 K STREET NW STE 500WASHINGTONDC20005NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$87,500
PUBLIC COUNSEL LAW CENTER
610 S ARDMORE AVELOS ANGELESCA90005NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$2,000
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF RDTRUMBULLCT06611NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$1,000
TOURETTE SYNDROME ASSOCIATION
42-40 BELL BLVDBAYSIDENY11361NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000
UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUELOS ANGELESCA90095NONE501(C)(3) UNIVERSITYGENERAL SUPPORT$400,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVDLOS ANGELESCA90010NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$25,000
ALLIANCE COLLEGE-READY PUBLIC SCHOOLS
601 S FIGUEROA ST 4TH FLOORLOS ANGELESCA90014NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$50,000
ARIZONA STATE UNIVERSITY FOUNDATION
300 E UNIVERISTY DRIVETEMPEAZ952812033NONE501(C)(3) UNIVERSITYGENERAL SUPPORT$5,000
CITY YEAR
287 COLUMBUS AVEBOSTONMA02216NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$20,000
CROHN'S AND COLITIS FOUNDATION OF AMERICA
733 THIRD AVE STE 510NEW YORKNY10017NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$1,000
REBELS WITH A CAUSE
9701 WILSHIRE BLVD STE 1000BEVERLY HILLSCA90212NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000
V-DAY
111 E 14TH ST 100NEW YORKNY10003NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$25,000
CALARTSREDCAT
631 W 2ND STLOS ANGELESCA90012NONE501(C)(3) PUBLIC CHAGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,967,418TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$589ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,249,195ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,728,160ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,977,944ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,977,944TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD AND ALISON RESSLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19561 LIME ORCHARD ROADAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,700,493TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property234,654 SHARES OF ARES CAPITAL CORPORATIONNoncashPropertyDesc
Fair Market Value$3,700,493FairMarketValueAmt
Received2014-12-30ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,253Amt
Net Investment Income$2,138NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondGOLDMAN SACHS - CORPORATE BONDSBondNm
EOY Book Value$2,477,006EOYBookValueAmt
EOYFMV$2,477,006EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGOLDMAN SACHS - STOCKSStockNm
EOY Book Value$29,587,760EOYBookValueAmt
EOYFMV$29,587,760EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS - GS WEST STREET PTRSFMV$60,729$60,729
GOLDMAN SACHS - GS INVESTMENT PARTNERSFMV$250,780$250,780
CORSAIR SELECT, LPFMV$3,664,763$3,664,763
MEZZANINE PARTNERS V OFFSHORE, LPFMV$216,603$216,603
BROAD STREET ENERGY PARTNERSFMV$470,178$470,178
TINICUM TAX EXEMPT, L.P.FMV$572,824$572,824
CARLYLE ASIA PARTNERS IVFMV$159,904$159,904
PEM HOLDING COMPANYFMV$97,961$97,961

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$349$349$0
PARTNERSHIP INVESTMENT EXPENSES$86,778$86,778$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$1,855,865Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$74,610Amt
Net Investment Income$74,610NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL REGISTRATION RENEWAL$150$0$0
FRANCHISE TAX$10$0$0
FOREIGN TAX$6,007$6,007$0
FEDERAL TAX$41,500$0$0

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