STOCK FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
STOCK FAMILY FOUNDATION INC (EIN 45-4113404)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201413189349100601
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-14T05:36:45-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Yosef Y Manela CPA A Professional CorporationBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 Wilshire Blvd Suite 2030AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90048ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454113404EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Stock Family Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSTOCBusinessNameControlTxt
Phone3232004776PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 N Mansfield AveAddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90036ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMordechai StockPersonNm
Person TitleDirectorPersonTitleTxt
Signature2014-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYosef Y Manela CPA APCPreparerPersonNm
PTINP00446103PTIN
Phone3237820818PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$590,510FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,000ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$43,373NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$109,295GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,373CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$43,373NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$3,630OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$397,003TotalRevAndExpnssAmt
Total Net Invst Incm$43,373TotalNetInvstIncmAmt
Total Adj Net Incm$43,373TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$915OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$915TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$148,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$148,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,515TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$148,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$247,488ExcessRevenueOverExpensesAmt
Net Investment Income$43,373NetInvestmentIncomeAmt
Adjusted Net Income$43,373AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$350,096CashBOYAmt
Cash EOY$219,111CashEOYAmt
Cash EOYFMV$219,111CashEOYFMVAmt
Other Nts And Loans Rcvbl$146,459OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl EOY$146,459OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$146,459OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock EOY$212,040CorporateStockEOYAmt
Corporate Stock EOYFMV$212,040CorporateStockEOYFMVAmt
Other Investments EOY$12,900OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,900OtherInvestmentsEOYFMVAmt
Total Assets BOY$350,096TotalAssetsBOYAmt
Total Assets EOY$590,510TotalAssetsEOYAmt
Total Assets EOYFMV$590,510TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$350,096UnrestrictedBOYAmt
Unrestricted EOY$590,510UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$350,096TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$590,510TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$350,096TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$590,510TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$350,096TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$247,488ExcessRevenueOverExpensesAmt
Subtotal$597,584SubtotalAmt
Other Decreases$7,074OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$590,510TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$43,373CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$43,373NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$867InvestmentIncomeExciseTaxAmt
Subtotal$867SubtotalAmt
Tax Based On Investment Income$867TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$21EsPenaltyAmt
Tax Due$888TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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 Line1Mordechai StockBusinessNameLine1
FieldValueIRS element (for citing)
Phone3237820818PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 N Mansfield AveAddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90036ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Mordechai Stock
222 N Mansfield AveLos AngelesCA90036Director0.00$0
Freda Stock
222 N Mansfield AveLos AngelesCA90036Director0.00$0
Yosef Manela
5455 Wilshire Blvd Suite 1002Los AngelesCA90036Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1All distributions are made solely to exempt charitable organizationsand institutions that qualify for exemption exclusively under Section501(c)(3) of the United States Internal Revenue Code.Description1Txt
Expenses1$148,600Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$867TaxBasedOnInvestmentIncomeAmt
Total Tax$867TotalTaxAmt
Distributable Before Adj$867DistributableBeforeAdjAmt
Distributable Before Ded$867DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$148,600ExpensesAndContributionsAmt
Qualifying Distributions$148,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$148,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$148,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$148,600RemainingDistriFromCorpusAmt
Total Corpus$148,600TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$148,600ExcessDistriCyovToNextYrAmt
Excess From Current Year$148,600ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMordechai StockContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Congregation Ahavas Yisroel
731 N La Brea AveLos AngelesCA90038NoneN/ATo enhance and increase the religiosity of Jewish education.$8,600
Congregation Levi Yitzchok
356 N La Brea AveLos AngelesCA90036NoneN/ATo enhance and increase the religiosity of Jewish education.$5,000
Kolel Mishpat Tzedek
1639 46th StBrooklynNY11204NoneN/ATo enhance and increase the religiosity of Jewish education.$5,000
Bnei Torah Movement
700 Mt Vernon HwySandy SpringsGA30328NoneN/ATo enhance and increase the religiosity of Jewish education.$100,000
Chabad
741 Gayley AvenueLos AngelesCA90024NoneN/ATo enhance and increase the religiosity of Jewish education.$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$148,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,630RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$43,373ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$43,373ExclusionAmt
Related Or Exempt Function Incm$3,630RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,003TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMordechai and Freda StockContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1422 South Mansfield AvenueAddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90036ZIPCode
FieldValueIRS element (for citing)
Total Contributions$350,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stocksStockNm
EOY Book Value$212,040EOYBookValueAmt
EOYFMV$212,040EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCorporate Fixed IncomeCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$12,900BookValueAmt
EOYFMV$12,900EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionPrior Period AdjustmentsDescription
Amount$7,074Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank ChargesDesc
Revenue And Expenses Per Books$915RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$3,630RevenueAndExpensesPerBooksAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtInterestInterestRt
Brad Tunnell
$125,000$125,0002013-122014-127.2000
Remington Movers
$45,000$21,4592012-072014-0212.0000

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