SLATER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SLATER FAMILY FOUNDATION (EIN 95-4685547)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349102888
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T15:07:51-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zigmond Snow & Lang | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16255 Ventura Blvd Suite 212 | AddressLine1 |
| City | Encino | City |
| State | CA | State |
| ZIP Code | 914362300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954685547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLATER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SLAT | BusinessNameControlTxt |
| Phone | 6267992924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N GRAND AVE | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH SLATER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sheldon M Snow CPA | PreparerPersonNm |
| PTIN | P00130337 | PTIN |
| Phone | 8187897850 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $659,441 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,005 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,005 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $15,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,005 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,005 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $475 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,520 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $702 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $702 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,005 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,069 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,069 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $340,509 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,509 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $653,372 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $359,422 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $659,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $315,152 | CapitalStockBOYAmt |
| Capital Stock EOY | $315,152 | CapitalStockEOYAmt |
| Retained Earning BOY | $44,270 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,426 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $346,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,422 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $346,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,844 | ExcessRevenueOverExpensesAmt |
| Subtotal | $346,578 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $346,578 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,993 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $457,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03711 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,854 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $435,661 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,944 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $388,133 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05911 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,096 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $336,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05087 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $328,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06367 | DistributionYr5Rt |
| Total Distribution | 0.24946 | TotalDistributionRt |
| Average Distribution | 0.04989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $566,731 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,275 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,377 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,077 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $205 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $205 | SubtotalAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $205 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH SLATER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267967599 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1722 MARENGO AVE | AddressLine1 |
| City | SOUTH PASADENA | City |
| State | CA | State |
| ZIP Code | 91030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RUTH SLATER | ||||||
| 201 N GRAND AVE 12 | PASADENA | CA | 91103 | PRES.,CEO, CFO | 0.50 | $0 |
| SUSAN SLATER | ||||||
| C/O 201 N GRAND AVE 12 | PASADENA | CA | 91103 | VP & SECRETARY | 0.15 | $0 |
| CAROL SMOLENSKI | ||||||
| C/O 201 N GRAND AVE 12 | PASADENA | CA | 91103 | Vice President | 0.15 | $0 |
| SHARON LEVY | ||||||
| C/O 201 N GRAND AVE 12 | PASADENA | CA | 91103 | Vice President | 0.15 | $0 |
| VICKI F MAGASINN | ||||||
| 4640 ADMIRALTY WAY 402 | MARINA DEL REY | CA | 90292 | Director | 0.10 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | UNSOLICITED CONTRIBUTIONS TO PUBLIC CHARITIES- SEE PART XV OF THIS RETURN | Description1Txt |
| Expenses1 | $25,077 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $562,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $575,361 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $575,361 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $566,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $205 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $205 | TotalTaxAmt |
| Distributable Before Adj | $28,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,077 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,077 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,132 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $6,592 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,619 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $10,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,077 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,077 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $3,055 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,055 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,156 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,156 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,537 | ExcessFromYear4Amt |
| Excess From Year3 | $3,619 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH SLATER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VAR ORGANIZED CHARITIES | |||||||
| 23 ORGANIZATIONS 250 | VARIOUS | CA | 91103 | N/A | N/A | GENERAL FUND | $2,547 |
| KECK SCHOOL OF MEDICINE OF USC | |||||||
| 1975 ZONAL AVE | LOS ANGELES | CA | 90033 | N/A | N/A | GENERAL FUND | $10,000 |
| AMERICAN RED MAGEN DAVID FOR ISRAEL | |||||||
| 5900 WILSHIRE BLVD SUITE 1740 | LOS ANGELES | CA | 90036 | N/A | N/A | GENERAL FUND | $2,300 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | N/A | LITERARY CIRCLE | $700 |
| SHOMREI TORAH SYNAGOGUE | |||||||
| 7353 VALLEY CIR BLVD | WEST HILLS | CA | 91304 | N/A | N/A | GENERAL FUND | $580 |
| CROHN'S COLITIS FOUNDATION OF AMERI | |||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | N/A | N/A | GENERAL FUND | $1,250 |
| THE JEWISH FEDERATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | N/A | GENERAL FUND | $2,000 |
| HADASSAH | |||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | N/A | N/A | GENERAL FUND | $2,250 |
| JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | N/A | N/A | GENERAL FUND | $500 |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | N/A | N/A | GENERAL FUND | $500 |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BLVD SUITE 715 | LOS ANGELES | CA | 90048 | N/A | N/A | GENERAL FUND | $250 |
| SECOND HARVEST FOOD BANK | |||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | N/A | N/A | GENERAL FUND | $500 |
| PLANNED PARENTHOOD | |||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | N/A | N/A | GENERAL FUND | $500 |
| JEWISH FAMILY SERVICE | |||||||
| 4311 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | N/A | GENERAL FUND | $500 |
| ABRAHAM JOSHUA HESCHEL DAY SCHOOL | |||||||
| 17701 DEVONSHIRE STREET | NORTHRIDGE | CA | 91325 | N/A | N/A | GENERAL FUND | $400 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | N/A | N/A | GENERAL FUND | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,077 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,005 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,005 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,520 | Amt |
| Net Investment Income | $1,520 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB - EQUITY INVESTMENTS | $246,635 | $205,923 |
| WELLS FARGO - EQUITY INVESTMENTS | $93,874 | $447,449 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $475 | LegalFeesAmt |
| Net Investment Income | $475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $25 | $25 |
| MISC. OTHER EXPS. | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $336 | $336 |
| FOREIGN TAXES | $366 | $366 |
Comments