SERVICE STATION FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SERVICE STATION FOUNDATION (EIN 52-2281012)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-02
- IRS object ID
- 201322149349100107
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-02T12:04:49-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263694182 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE MONETARY MANAGEMENT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 522281012 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHERNIN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHER | NameControl |
| Phone | 2124765555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O EMM 220 EAST 42ND ST 32ND FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEGAN CHERNIN | Name |
| Title | VICE PRESIDENT/TREASURER | Title |
| Phone | 2124765555 | Phone |
| Date Signed | 2013-07-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN STEINSAPIR | Name |
| PTIN | P00182426 | PTIN |
| Phone | 2124765555 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 468323 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 920308 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 4621 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 4621 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 212792 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 491583 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 212792 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1137721 | TotalRevenueAndExpenses |
| Total Net Investment Income | 217413 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 176 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 8000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3671 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 671 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 566 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12413 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4671 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1072530 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1072530 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1084943 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4671 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1072530 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 52778 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 212742 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 115434 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 174946 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 174946 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 1 | AccountsReceivableBOY |
| Receivables From Officers BOY | 21435 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 23185 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 23185 | ReceivablesFromOfficersEOYFMV |
| Investments Other BOY | 278790 | InvestmentsOtherBOY |
| Investments Other EOY | 201141 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 270192 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 415660 | TotalAssetsBOY |
| Total Assets EOY | 399272 | TotalAssetsEOY |
| Total Assets EOYFMV | 468323 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 415660 | RetainedEarningsBOY |
| Retained Earnings EOY | 399272 | RetainedEarningsEOY |
| Total Net Assets BOY | 415660 | TotalNetAssetsBOY |
| Total Net Assets EOY | 399272 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 415660 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 399272 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 415660 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 52778 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 468438 | Subtotal |
| Other Decreases | 69166 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 399272 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (20 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 550 SHS AMERICAN TOWER CORPORATION | P | 2007-08-23 | 2012-08-03 | 40210 | 21373 | 18837 | 18837 |
| 512 SHS CENTRAL FUND CANADA LTD | P | 2009-06-10 | 2012-05-22 | 9938 | 6446 | 3492 | 3492 |
| 1,158 SHS CENTRAL FUND CANADA LTD | P | 2009-06-10 | 2012-12-10 | 26434 | 14579 | 11855 | 11855 |
| 1,100 SHS EBAY INC | P | 2009-07-08 | 2012-02-03 | 36442 | 17604 | 18838 | 18838 |
| 150 SHS LORILLARD INC | P | 2007-06-22 | 2012-02-03 | 16497 | 11507 | 4990 | 4990 |
| 150 SHS LORILLARD INC | P | 2007-06-22 | 2012-05-22 | 18809 | 11507 | 7302 | 7302 |
| 125 SHS MASTERCARD INC - CLASS A | P | 2009-11-24 | 2012-02-03 | 48577 | 29739 | 18838 | 18838 |
| 1,200 SHS NSTAR | P | 2008-08-20 | 2012-02-03 | 54633 | 40452 | 14181 | 14181 |
| 175 SHS PHILIP MORRIS INTERNATIONAL | P | 2007-09-12 | 2012-02-03 | 13338 | 8145 | 5193 | 5193 |
| 175 SHS PHILIP MORRIS INTERNATIONAL | P | 2007-09-12 | 2012-08-03 | 16016 | 8145 | 7871 | 7871 |
| 400 SHS VISA INC CLASS A SHARES | P | 2008-09-05 | 2012-02-03 | 42805 | 27882 | 14923 | 14923 |
| 650 SHS WRIGHT EXPRESS CORP | P | 2010-03-09 | 2012-03-30 | 42171 | 19980 | 22191 | 22191 |
| 320 SHS BCE INC | P | 2008-11-26 | 2012-08-03 | 13657 | 6273 | 7384 | 7384 |
| 880 SHS BCE INC | P | 2008-12-05 | 2012-08-03 | 37558 | 15391 | 22167 | 22167 |
| 460 SHS GOLDCORP INC | P | 2008-12-28 | 2012-12-10 | 17328 | 7295 | 10033 | 10033 |
| 100 SHS GOLDCORP INC | P | 2009-04-20 | 2012-12-10 | 3767 | 2791 | 976 | 976 |
| 290 SHS GOLDCORP INC | P | 2008-08-20 | 2012-12-10 | 10924 | 9568 | 1356 | 1356 |
| 310 SHS SYNGENTA AG ADR | P | 2008-10-24 | 2012-12-10 | 24846 | 8926 | 15920 | 15920 |
| 180 SHS SYNGENTA AG ADR | P | 2008-08-20 | 2012-12-10 | 14427 | 9309 | 5118 | 5118 |
| 40 SHS SYNGENTA AG ADR | P | 2008-09-12 | 2012-12-10 | 3206 | 1879 | 1327 | 1327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 212792 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1197124 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 693051 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.727325 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 693690 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1664057 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.416867 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 223769 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 190214 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.176407 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 679461 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 852999 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.796555 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 734855 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 620075 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.185107 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.302261 | TotalDistributionRatio |
| Average Distribution Ratio | 1.060452 | AverageDistributionRatio |
| Net Noncharitable Assets | 244277 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 259044 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2127 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 261171 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1072530 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2127 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2127 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2127 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4287 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4287 | TotalCreditsAndPayments |
| Overpayment | 2160 | Overpayment |
| Amount Credited To Next Year | 2160 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | EXECUTIVE MONETARY MGMT LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2124765555 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND ST 32ND FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PETER CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | PRESIDENT | 0.50 | 0 | 0 | 0 |
| MEGAN CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | VICE PRESIDENT / TREASURER | 2.00 | 0 | 0 | 0 |
| JOHN CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| DAVID CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| MARGARET CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 211659 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13153 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 23185 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 247997 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 247997 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3720 | CashDeemedCharitable |
| Net Noncharitable Assets | 244277 | NetNoncharitableAssets |
| Minimum Investment Return | 12214 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 12214 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2127 | TaxBasedOnInvestmentIncome |
| Total Tax | 2127 | TotalTax |
| Distributable Amount Before Adj | 10087 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 10087 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 10087 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1072530 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1072530 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2127 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1070403 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10087 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 717291 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 639054 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 215854 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 610518 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1147473 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3330190 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1072530 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10087 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1062443 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 4392633 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 717291 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3675342 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 639054 | ExcessFromYear4 |
| Excess From Year3 | 215854 | ExcessFromYear3 |
| Excess From Year2 | 610518 | ExcessFromYear2 |
| Excess From Year1 | 1147473 | ExcessFromYear1 |
| Excess From Current Year | 1062443 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER CHERNIN | ContributingManager |
| Contributing Manager | MEGAN CHERNIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| LA'S PROMISE | |||||||
| 1035 S GRAND AVE 2ND FL | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| MALARIA NO MORE | |||||||
| 432 PARK AVENUE SOUTH 4TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $250,000 |
| ISLAND GROWN INITIATIVE | |||||||
| PO BOX 622 | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $200 |
| LA'S PROMISE | |||||||
| 1035 S GRAND AVE 2ND FL | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $50,000 |
| GLOBAL HEALTH CORPS | |||||||
| 5 PENN PLAZA FLOOR 2 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $10,000 |
| GET FIT GO PLAY | |||||||
| 1035 S GRAND AVENUE 2ND FL | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $15,000 |
| ALLIANCE COLLEGE READY PUBLIC SCHOOLS | |||||||
| 1940 SOUTH FIGUEROA STREET | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $25,000 |
| CAPE COD CENTER FOR WOMEN | |||||||
| PO BOX 141 | NORTH FALMOUTH | MA | 02556 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $5,000 |
| SHERIFF'S MEADOW FOUNDATION | |||||||
| 57 DAVID AVENUE | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $500 |
| MARTHA'S VINEYARD PRESERVATION TRUST | |||||||
| PO BOX 5277 | EDGARTOWN | MA | 02539 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| VINEYARD CONSERVATION SOCIETY | |||||||
| PO BOX 2189 | VINEYARD HAVEN | MA | 02568 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| CITY YEAR | |||||||
| 606 S OLIVE ST 2ND FL | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $10,000 |
| FARM SANCTUARY | |||||||
| NATIONAL OFFICE PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $2,500 |
| HOWARD UNIVERSITY (ANNE CHENAULT SCHOLARSHIP FUND) | |||||||
| 2225 GEORGE AVE NW STE 626 | WASHINGTON | DC | 20059 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| 826 LA | |||||||
| 1714 W SUNSET BLVD | LOS ANGELES | CA | 90026 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $7,100 |
| LOS ANGELES FUND FOR PUBLIC EDUCATION | |||||||
| 10250 CONSTELLATION BLVD STE 230 | LOS ANGELES | CA | 90067 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $500,000 |
| BREED STREET SHUL PROJECT | |||||||
| 6505 WILSHIRE BLVD 3RD FL | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $250 |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $49,000 |
| PAN-MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $500 |
| LA'S PROMISE | |||||||
| 1035 S GRAND AVE 2ND FL | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| COMMUNITY PARTNERS FBO WRITE GIRL | |||||||
| 1000 NORTH ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $2,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 4221 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $2,500 |
| GIRLS INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $25,000 |
| FRIENDS OF THE GLOBAL FIGHT | |||||||
| 1730 RHODE ISLAND AVE NW STE 912 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $50,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 6505 WILSHIRE BLVD SUITE 625 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $50,000 |
| LOS ANGELES UNIFIED SCHOOL DISTRICT (HOMELESS EDUCATION PROGRAM) | |||||||
| 121 N BEAUDRY AVENUE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $5,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $6,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1072530 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,621 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $212,792 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $217,413 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 217413 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | PETER AND MEGAN CHERNIN | 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | 270308 | X | |
| 2 | PETER AND MEGAN CHERNIN | 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | 500000 | X | |
| 3 | PETER AND MEGAN CHERNIN | 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | 150000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | MARKETABLE SECURITIES | NoncashPropertyDescription |
| Fair Market Value | 270308 | FairMarketValue |
| Date Received | 2012-12-26 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $8,000 | Amount |
| Net Investment Income | 4000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (12 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 800 SHS JP MORGAN CHASE & CO | AT COST | 28200 | 35175 |
| 175 SHS CUMMINS INC | AT COST | 12593 | 18961 |
| 575 SHS AMERICAN WTR WKS CO INC NEW | AT COST | 16342 | 21350 |
| 550 SHS MSCI INC CL A | AT COST | 11638 | 17045 |
| 125 SHS PRECISION CASTPARTS CORP | AT COST | 18418 | 23678 |
| 170 SHS TRACTOR SUPPLY CO | AT COST | 11141 | 15021 |
| 400 SHS 3M COMPANY | AT COST | 33679 | 37140 |
| 500 SHS US BANCORP DEL | AT COST | 13980 | 15970 |
| 200 SHS BANCORP DEL | AT COST | 5230 | 6388 |
| 325 SHS PETSMART INC | AT COST | 13087 | 22211 |
| 1,000 SHS WELLS FARGO & CO-NEW | AT COST | 25000 | 34180 |
| 300 SHS ITC HOLDINGS CORP | AT COST | 11833 | 23073 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $176 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN BOOK VALUE AND MARKET VALUE OF SECURITIES RECEIVED | Description |
| Amount | $69,166 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEES | 475 | 0 | 0 |
| BANK CHARGES | 91 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PETER MEGAN CHERNIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2327 LA MESA DRIVE | AddressLine1 |
| City | SANTA MONICA | City |
| State | CA | State |
| ZIP Code | 90402 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $671 | 671 | 0 |
| FEDERAL EXCISE TAXES | $3,000 | 0 | 0 |
Comments