PERLMAN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PERLMAN FAMILY FOUNDATION (EIN 26-3117529)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201533169349100023
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)
Return2015-11-12T11:23:40-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fishman Block Diamond LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116830 Ventura Blvd Ste 400AddressLine1Txt
CityEncinoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP914361726ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263117529EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERLMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERLBusinessNameControlTxt
Phone8188080600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115301 VENTURA BLVDAddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY F PERLMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J FISHMAN CPAPreparerPersonNm
PTINP00160721PTIN
Phone8187837140PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,450,633FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$811,343ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$79InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$79InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$79InterestOnSavingsAdjNetIncmAmt
Gross Rents Rev And Expnss$49,668GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$49,668GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$49,668GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$33,939NetRentalIncomeOrLossAmt
Total Rev And Expnss$861,090TotalRevAndExpnssAmt
Total Net Invst Incm$49,747TotalNetInvstIncmAmt
Total Adj Net Incm$49,747TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$4,846OthEmplSlrsWgsRevAndExpnssAmt
Legal Fees Rev And Expnss$1,434LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$11,690AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,185OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$569TaxesRevAndExpnssAmt
Printing And Pub Rev And Expnss$1,500PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$73,711OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15,729OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$96,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$622,778ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$622,778ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$719,713TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,729TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$622,778TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$141,377ExcessRevenueOverExpensesAmt
Net Investment Income$34,018NetInvestmentIncomeAmt
Adjusted Net Income$49,747AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$525CashBOYAmt
Cash EOY$180,853CashEOYAmt
Cash EOYFMV$180,853CashEOYFMVAmt
Sav And Temp Cash Invst EOY$45SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$50,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$50,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$50,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$1,498CorporateStockBOYAmt
Corporate Stock EOY$1,498CorporateStockEOYAmt
Corporate Stock EOYFMV$1,809CorporateStockEOYFMVAmt
Other Investments BOY$2,306,922OtherInvestmentsBOYAmt
Other Investments EOY-$468,417OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,217,926OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,308,945TotalAssetsBOYAmt
Total Assets EOY-$236,021TotalAssetsEOYAmt
Total Assets EOYFMV$2,450,633TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,308,945RetainedEarningBOYAmt
Retained Earning EOY-$236,021RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,308,945TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$236,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,308,945TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY-$236,021TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,308,945TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$141,377ExcessRevenueOverExpensesAmt
Subtotal$2,450,322SubtotalAmt
Other Decreases$2,686,343OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY-$236,021TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$680InvestmentIncomeExciseTaxAmt
Subtotal$680SubtotalAmt
Tax Based On Investment Income$680TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$15EsPenaltyAmt
Tax Due$695TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELISA DELLA RIPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8188080600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115301 VENTURA BLVDAddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GREGORY F PERLMAN
15301 VENTURA BLVD B570SHERMAN OAKSCA91403President20.00$0
JODI D PERLMAN
15301 VENTURA BLVD B570SHERMAN OAKSCA91403Secretary5.00$0
ELISA DELLA RIPA
15301 VENTURA BLVD B570SHERMAN OAKSCA91403CFO5.00$0
SHAUN-TEKA JOYNER
730 N EUCALYPTUS AVE 10INGLEWOODCA90302Executive Dir.40.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,678AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,027AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,270,757FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,287,462TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,287,462AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,312CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,253,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,658MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,658MinimumInvestmentReturnAmt
Tax Based On Investment Income$680TaxBasedOnInvestmentIncomeAmt
Total Tax$680TotalTaxAmt
Distributable Before Adj$111,978DistributableBeforeAdjAmt
Distributable Before Ded$111,978DistributableBeforeDedAmt
Distributable As Adjusted$111,978DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$622,778ExpensesAndContributionsAmt
Qualifying Distributions$622,778QualifyingDistributionsAmt
Adjusted Qualifying Distri$622,778AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$111,978DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$407,444ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$407,444TotalExcessDistributionCyovAmt
Qualifying Distributions$622,778QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$111,978AppliedToCurrentYearAmt
Remaining Distri From Corpus$510,800RemainingDistriFromCorpusAmt
Total Corpus$918,244TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$918,244ExcessDistriCyovToNextYrAmt
Excess From Year1$407,444ExcessFromYear1Amt
Excess From Current Year$510,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREGORY F PERLMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INDIVIDUALS-LIST AVAILABLE UPON REQ
VARIOUSVARIOUSCA90000NONEISCHOLARSHIPS$19,386
KRIMSON AND KREME INC
5531 S CHARITON AVELOS ANGELESCA90056NONEPCBGA AWARD$8,823
NRSMBC COMMUNITY SUPPORT CORP
7400 LONDON AVE SOUTHBIRMINGHAMAL35206NONEPCBGA AWARD$13,088
SOCIAL JUSTICE LEARNING INSTITUTE
1000 N ALAMEDA ST SUITE 240LOS ANGELESCA90012NONEPCGENERAL SUPPORT$110,000
TARRANT LITERACY COALITION
PO BOX 470744FORT WORTHTX76147NONEPCBGA AWARD$5,959
ALL WAYS UP FOUNDATION
15301 VENTURA BLVD SUITE B-570SHERMAN OAKSCA91403RELATED ORGANIZATIONPCGENERAL SUPPORT$126,000
FOOD ON FOOT
9663 SANTA MONICA BLVD 743BEVERLY HILLSCA90210NONEPCGENERAL SUPPORT$5,000
CASA OF VENTURA COUNTY INC
PO BOX 1135CAMARILLOCA93011NONEPCGENERAL SUPPORT$2,500
AFN PRODUCTIONS INC
4000 WARNER BLVD BUILDING 36BURBANKCA91522NONEPCGENERAL SUPPORT$3,500
CA UNITED BANK 2014 GOLF TOURNAMENT
15821 VENTURA BLVD SUITE 100ENCINOCA91436NONEPCGOLF TOURNAMENT$5,500
AMERICA SCORES CLEVELAND
3631 PERKINS UNIT 2CECLEVELANDOH44114NONEPCBGA AWARD$20,881
CAPITAL CITY INTERGENERATIONAL CARE INC
101 S WILMINGTON STREETRALEIGHNC27601NONEPCBGA AWARD$16,340
CHICANO LATINO YOUTH LEADERSHIP PROJECT
PO BOX 161566SACRAMENTOCA95816NONEPCBGA AWARD$31,514
CHOICE GROUP INC
PO BOX 7832BEVERLY HILLSCA90212NONEPCBGA AWARD$45,411
COLLEGE ACCESS PLAN
871 E WASHINGTON BLVD SUITE 207PASADENACA91104NONEPCBGA AWARD$17,388
CREATING LEADERS IN MIND AND BODY
PO BOX 90771LOS ANGELESCA90009NONEPCBGA AWARD$21,354
DIAMONDS IN THE RAW
5315 S CHARITON AVENUELOS ANGELESCA90056NONEPCBGA AWARD$6,134
GIRLS TODAY WOMEN TOMORROW
1927 EAST 2ND STREETLOS ANGELESCA90033NONEPCBGA AWARD$23,334
INCREASING HOPE FINANCIAL TRAINING
1551 REMOUNT ROADNORTH CHARLESTONSC29406NONEPCBGA AWARD$8,183
MINDS MATTER OF LOS ANGELES
19360 RINALDI STREET 705PORTER RANCHCA91326NONEPCBGA AWARD$46,839
ON A MISSION INC
3031 W VERNON AVENUELOS ANGELESCA90008NONEPCBGA AWARD$27,833
READ LEAD INCORPORATED
1000 N ALAMEDA ST SUITE 240LOS ANGELESCA90012NONEPCBGA AWARD$12,509
RESTORE EDUCATION
1621 N MAIN AVENUE SUITE 7SAN ANTONIOTX78212NONEPCBGA AWARD$16,741
SCHOLARMATCH
849 VALENCIA STSAN FRANCISCOCA94110NONEPCBGA AWARD$15,963
THE RIGHT WAY FOUNDATION
1910 MAGNOLIA AVENUELOS ANGELESCA90007NONEPCBGA AWARD$12,598
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$622,778TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$79RelatedOrExemptFunctionIncmAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$33,939ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$33,939ExclusionAmt
Related Or Exempt Function Incm$79RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,018TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GREGORY PERLMAN
115301 VENTURA BLVD B570SHERMAN OAKSCA91403$371,000Yes (X)
FIDELITY TITLE
2485 LEXINGTON AVE 18TH FLNEW YORKNY10017$15,000Yes (X)
BERNIE MORENO
314080 BROOKPARK ROADCLEVELANDOH44135$10,000Yes (X)
DANA HAMMOND
4PO BOX 7832BEVERLY HILLSCA90212$6,500Yes (X)
JOHN MASTRANTONI
5200 ST ANDREWS LANEAURORAOH44202$5,000Yes (X)
RAYMOND MILLER
64668 ARRIBA DRIVETARZANACA91356$5,100Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$11,690Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLPL FINANCIALStockNm
EOY Book Value$1,498EOYBookValueAmt
EOYFMV$1,809EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,434LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVERTISING$33,738
BANK CHARGES$20,794
FILING FEES$1,305
PAYROLL SERVICE$57
POSTAGE$159
REIMBURSEMENT EXPENSES$1,633
Rental Expenses$15,729$15,729
TELEPHONE$296

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIAL JUSTICE LEARNINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$50,000LoanOriginalAmt
Balance Due$50,000BalanceDueAmt
Note2014-11NoteDt
Loan Maturity2014-12LoanMaturityDt
Repayment TermsON DEMANDRepaymentTermsTxt
Interest0.0000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposeGENERALLoanPurposeTxt
Lender ConsiderationNONELenderConsiderationDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$3,185Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonGREGORY F PERLMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115301 VENTURA BLVDAddressLine1Txt
CitySHERMAN OAKSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91403ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$569Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.