VICTOR FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
VICTOR FAMILY FOUNDATION (EIN 95-4717634)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-07
IRS object ID
201420669349100502
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)
Return2014-03-07T08:23:29-08:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARYANOV MADSEN GORDON CAMPBELLBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1826AddressLine1
CityPALM SPRINGSCity
StateCAState
ZIP Code922631826ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954717634EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Victor Family FoundationBusinessNameLine1
Business Name Line2co Jonathan VictorBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3104733065PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111150 Santa Monica Blvd Ste 825AddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90025ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN VICTORPersonNm
Person TitlePresidentPersonTitleTxt
Signature2014-03-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDon Keesling CPAPreparerPersonNm
PTINP00707567PTIN
Phone7603206642PhoneNum
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$83,394FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$132,490ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$672DividendsRevAndExpnssAmt
Dividends Net Invst Incm$672DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,214NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$185,774GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$103,214CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$236,376TotalRevAndExpnssAmt
Total Net Invst Incm$103,886TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Interest Rev And Expnss$34InterestRevAndExpnssAmt
Other Expenses Rev And Expnss$2,517OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,551TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$123,960ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$123,960ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$127,511TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$123,960TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$108,865ExcessRevenueOverExpensesAmt
Net Investment Income$103,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,739CashBOYAmt
Cash EOY$83,394CashEOYAmt
Cash EOYFMV$83,394CashEOYFMVAmt
Corporate Stock BOY$40,385CorporateStockBOYAmt
Total Assets BOY$63,124TotalAssetsBOYAmt
Total Assets EOY$83,394TotalAssetsEOYAmt
Total Assets EOYFMV$83,394TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$63,124RetainedEarningBOYAmt
Retained Earning EOY$83,394RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$63,124TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$83,394TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,124TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$83,394TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,124TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$108,865ExcessRevenueOverExpensesAmt
Subtotal$171,989SubtotalAmt
Other Decreases$88,595OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$83,394TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$103,214CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,620AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,687NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.38023DistributionYr1Rt
Adjusted Qlfy Distri Yr2$104,559AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$40,294NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.59490DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,713AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,360NetVlNoncharitableAssetsYr3Amt
Distribution Yr37.96170DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,824NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03541DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$2,840NetVlNoncharitableAssetsYr5Amt
Total Distribution12.97224TotalDistributionRt
Average Distribution2.59445AverageDistributionRt
Net Vl Noncharitable Assets$57,324NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$148,724AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,039NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$149,763AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$123,960QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,078InvestmentIncomeExciseTaxAmt
Subtotal$2,078SubtotalAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,440TotalPaymentsAndCreditsAmt
Tax Due$638TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1JONATHAN VICTORBusinessNameLine1
FieldValueIRS element (for citing)
Phone3104733065PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD STE 825AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900253988ZIPCode
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
JONATHAN VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988President0.00$0
SAMUEL VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988Secretary0.00$0
BRUCE VICTOR
11150 SANTA MONICA BLVD STE825LOS ANGELESCA900253988CFO0.00$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$25,517AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,680AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$58,197TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$58,197AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$873CashDeemedCharitableAmt
Net Vl Noncharitable Assets$57,324NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,866MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,866MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Total Tax$2,078TotalTaxAmt
Distributable Before Adj$788DistributableBeforeAdjAmt
Distributable Before Ded$788DistributableBeforeDedAmt
Distributable As Adjusted$788DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$123,960ExpensesAndContributionsAmt
Qualifying Distributions$123,960QualifyingDistributionsAmt
Adjusted Qualifying Distri$123,960AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$788DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$35,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$103,626ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$51,620ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$190,246TotalExcessDistributionCyovAmt
Qualifying Distributions$123,960QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$788AppliedToCurrentYearAmt
Remaining Distri From Corpus$123,172RemainingDistriFromCorpusAmt
Total Corpus$313,418TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$313,418ExcessDistriCyovToNextYrAmt
Excess From Year3$35,000ExcessFromYear3Amt
Excess From Year2$103,626ExcessFromYear2Amt
Excess From Year1$51,620ExcessFromYear1Amt
Excess From Current Year$123,172ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MCCALLUM THEATRE
73000 FRED WARING DRPALM DESERTCA92260FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$7,500
BARBARA SINATRA CHILDREN'S CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$6,000
PALM SPRINGS ART MUSEUM
101 N MUSEUM DRPALM SPRINGSCA92262FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$5,000
PS FRIENDS OF THE PHILHARMONIC
PO BOX 12770PALM DESERTCA92255FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$3,960
Eisenhower Medical Center Foundatio
39000 Bob Hope DriveRancho MirageCA92270FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$100,000
The Thalians
15451 San Fernando Mission BlvdMission HillsCA91345FINANCIAL SUPPORTPUBLICFINANCIAL SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$123,960TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$672ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$103,214ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$103,886ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,886TotalIncomeProducingActyAmt

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 PersonVICTOR PARTNERSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD 825AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900253988ZIPCode
FieldValueIRS element (for citing)
Total Contributions$130,770TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySHARES OF STOCK IN VARIOUS COMPANIESNoncashPropertyDesc
Fair Market Value$130,770FairMarketValueAmt
Received2013-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionSTOCK SALE BUILT-IN GAINDescription
Amount$88,595Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
ATTORNEY GENERAL RENEWAL FEE$50
FEDERAL TAXES$2,457
FTB FILING FEE$10

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVICTOR PARTNERSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111150 SANTA MONICA BLVD STE 825AddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90025ZIPCode

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