FITZBERG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FITZBERG FOUNDATION (EIN 26-0659950)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201531329349103223
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T17:22:33-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954749365 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANISLAWSKI & HARRISON CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260659950 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FITZBERG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREGORY B STANISLAWSKI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 6267933600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE NO 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY B STANISLAWSKI | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6267933600 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALYSON KROISCHKE | PreparerPersonNm |
| PTIN | P00185906 | PTIN |
| Phone | 6267933600 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,402,407 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,456 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,456 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,474 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,474 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,930 | 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 | $3,355 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,677 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $734 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,884 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $98 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $73 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $73 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,368,098 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,378,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,378,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,419,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,402,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,402,407 | 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 | $1,419,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,402,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,419,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,402,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,419,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,402,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,419,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,719 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,872 | OtherIncreasesAmt |
| Subtotal | $1,402,407 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,402,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1180.359 SHS THE INCOME FUND OF AMERICA FUND CLASS F2 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2008-01-07 | AcquiredDt |
| Sold | 2014-10-21 | SoldDt |
| Gross Sales Price | $24,995 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,521 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,474 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,474 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,474 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,801 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,325,812 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,259 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,213,897 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,058 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,217,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,561 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,177,860 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,189 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,046,696 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059415 | DistributionYr5Rt |
| Total Distribution | 0.302293 | TotalDistributionRt |
| Average Distribution | 0.060459 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,435,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $86,795 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $87,320 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,712 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $598 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $598 | TotalPaymentsAndCreditsAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | 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 | STANISLAWSKI HARRISON CPAS | IndividualWithBooksNm |
| Phone | 6267933600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE STE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE F ROTHENBERG | ||||||||
| 301 N LAKE AVE | PASADENA | CA | 91101 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CATHERINE A ROTHERBERG | ||||||||
| 301 N LAKE AVE | PASADENA | CA | 91101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERIN E ROTHERBERG | ||||||||
| 301 N LAKE AVE | PASADENA | CA | 91101 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIEL H ROTHENBERG | ||||||||
| 301 N LAKE AVE | PASADENA | CA | 91101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JAMES F ROTHENBERG | ||||||||
| 301 N LAKE AVE | PASADENA | CA | 91101 | CHIEF INVESTMENT OFFICER | 5.00 | $0 | $0 | $0 |
| GREGORY B STANISLAWSKI | ||||||||
| 301 N LAKE AVE | PASADENA | CA | 91101 | ASSISTANT TREASURER | 1.00 | $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 | $1,403,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,457,462 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,457,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,435,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $71,255 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,255 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,255 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,712 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,712 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,187 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,540 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,743 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,457 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,200 | 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 | $1,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,540 | ExcessFromYear4Amt |
| Excess From Year3 | $11,029 | ExcessFromYear3Amt |
| Excess From Year2 | $16,392 | ExcessFromYear2Amt |
| Excess From Year1 | $15,334 | ExcessFromYear1Amt |
| Excess From Current Year | $30,457 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE F ROTHENBERG | ContributingManagerNm |
| Contributing Manager | JAMES F ROTHENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GREGORY B STANISLAWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE STE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6267933600 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INNER-CITY ARTS | |||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | 501C3 | GENERAL PURPOSE | $10,000 |
| MOTHERS' CLUB FAMILY LEARNING CENTER | |||||||
| 980 NORTH FAIR OAKS AVENUE | PASADENA | CA | 91103 | NONE | 501C3 | GENERAL PURPOSE | $10,000 |
| WESTRIDGE SCHOOL FOR GIRLS | |||||||
| 324 MADELINE DRIVE | PASADENA | CA | 91105 | NONE | 501C3 | GENERAL PURPOSE | $50,000 |
| PASADENA COMMUNITY FOUNDATION | |||||||
| 301 E COLORADO BLVD SUITE 810 | PASADENA | CA | 91101 | NONE | 501C3 | GENERAL PURPOSE | $5,000 |
| VALUE SCHOOLS FOUNDATION | |||||||
| 950 WEST WASHINGTON BLVD | LOS ANGELES | CA | 90015 | NONE | 501C3 | GENERAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | 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 | $52,456 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,474 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,930 | 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 | $3,355 | Amt |
| Net Investment Income | $1,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,677 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL INCOME BUILDER | FMV | $450,476 | $450,476 |
| CAPITAL WORLD GROWTH & INCOME FUND | FMV | $499,720 | $499,720 |
| INCOME FUND OF AMERICA INC | FMV | $428,254 | $428,254 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $32,872 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FTB-FORM 199 | $10 | $0 | $10 |
| DEPT OF JUSTICE-FORM RRF-1 | $25 | $0 | $25 |
| FEDERAL TAX EXPENSE | $525 | $0 | $0 |
| FOREIGN TAXES PAID | $734 | $734 | $0 |
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