HARRY AND HILDA EISEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND HILDA EISEN FAMILY FOUNDATION (EIN 33-0492606)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201311279349100791
- Schema version
- 2012v2.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T15:22:05-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miller Giangrande LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 W Imperial Hwy Ste 110 | AddressLine1 |
| City | Brea | City |
| State | CA | State |
| ZIP Code | 928213815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330492606 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harry & Hilda Eisen Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARR | NameControl |
| Phone | 7142259813 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3580 Wilshire Blvd Ste 1260 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90010 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael Rubinstein | Name |
| Title | Secretary | Title |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Randy W Miller | Name |
| PTIN | P00081403 | PTIN |
| Phone | 7144942200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3760756 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8704 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8704 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 8704 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 8704 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8704 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 8704 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 20000 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 700 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 4380 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 86 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 25176 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 288500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 288500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 313676 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 288500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -304972 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8704 | NetInvestmentIncome |
| Adjusted Net Income | 8704 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4065728 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3760756 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3760756 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 4065728 | TotalAssetsBOY |
| Total Assets EOY | 3760756 | TotalAssetsEOY |
| Total Assets EOYFMV | 3760756 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4065728 | RetainedEarningsBOY |
| Retained Earnings EOY | 3760756 | RetainedEarningsEOY |
| Total Net Assets BOY | 4065728 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3760756 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4065728 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3760756 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4065728 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -304972 | ExcessOfRevenueOverExpenses |
| Subtotal | 3760756 | Subtotal |
| Total Net Assets Fund Balances EOY | 3760756 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 157300 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3842647 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04094 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 181900 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4261815 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04268 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 541234 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3159176 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.17132 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 527294 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2055501 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.25653 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 490665 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1716317 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.28588 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.79735 | TotalDistributionRatio |
| Average Distribution Ratio | 0.15947 | AverageDistributionRatio |
| Net Noncharitable Assets | 3741179 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 596606 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 87 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 596693 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 288500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 174 | InvestmentIncomeExciseTax |
| Subtotal | 174 | Subtotal |
| Tax Based On Investment Income | 174 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 319 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 319 | TotalCreditsAndPayments |
| Overpayment | 145 | Overpayment |
| Amount Credited To Next Year | 145 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Rubinstein | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7142259813 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3580 Wilshire Blvd Ste 1260 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Norman Seldman | ||||||
| 309 Calle Delicada | San Clemente | CA | 92672 | Vice President | 4.00 | 6667 |
| Michael Rubinstein | ||||||
| 3580 Wilshire Blvd Ste 1260 | Los Angeles | CA | 90010 | Secretary | 4.00 | 6666 |
| Rita Miller | ||||||
| 439 1/2 South Palm Drive | Beverly Hills | CA | 90212 | President | 4.00 | 6667 |
| Hilda Eisen | ||||||
| 1317 5th Street 2nd Floor | Santa Monica | CA | 90402 | Vice President | 0.00 | 0 |
| Harry Eisen | ||||||
| 1317 5th Street 2nd Floor | Santa Monica | CA | 90402 | President | 4.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3798151 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3798151 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3798151 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 56972 | CashDeemedCharitable |
| Net Noncharitable Assets | 3741179 | NetNoncharitableAssets |
| Minimum Investment Return | 187059 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 187059 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 174 | TaxBasedOnInvestmentIncome |
| Total Tax | 174 | TotalTax |
| Distributable Amount Before Adj | 186885 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 186885 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 186885 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 288500 | ExpensesAndContributions |
| Qualifying Distributions | 288500 | QualifyingDistributions |
| Adj Qualifying Distributions | 288500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 186885 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 405645 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 425082 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 384088 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 157300 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1372115 | TotalExcessDistriCarryover |
| Qualifying Distributions | 288500 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 186885 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 101615 | RemainingDistriFromCorpus |
| Total Corpus | 1473730 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 405645 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1068085 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 425082 | ExcessFromYear4 |
| Excess From Year3 | 384088 | ExcessFromYear3 |
| Excess From Year1 | 157300 | ExcessFromYear1 |
| Excess From Current Year | 101615 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Harry Eisen | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Norco HS AFJROTC Parent Corps | |||||||
| 2065 Temescal Ave | Norco | CA | 92860 | None | Ed | Mentor students in character building, life skills, leadership development, history and cultures, survival techniques, and space exploration. | $5,000 |
| Norco Foursquare Church | |||||||
| 1111 6th Street | Norco | CA | 92860 | None | Rel | Youth program. | $6,000 |
| Brea Rotary Charitable Fund | |||||||
| PO Box 404 | Brea | CA | 92822 | None | Pub | Supporting needs of youth and senior citizens in community and humanitarian programs internationally. | $5,000 |
| Anshe Emet Synagogue | |||||||
| 1490 S Robertson Blvd | Los Angeles | CA | 90035 | None | Rel | Religious | $2,500 |
| North County Chabad | |||||||
| 19045 Yorba Linda Blvd | Yorba Linda | CA | 92686 | None | Rel | Religious | $10,000 |
| The Jewish Federation | |||||||
| 6006 Wilshire Blvd | Los Angeles | CA | 90036 | None | Pub | Public Assistance | $260,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 288500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8704 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 8704 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8704 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $4,380 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| Filing Fees | 20 |
| Dues | 50 |
| Bank Charge | 16 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | State Taxes | Category |
| Amount | $10 | Amount |