RESSLER FAMILY CHARIT FOUNDATION TR 102794: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RESSLER FAMILY CHARIT FOUNDATION TR 102794 (EIN 95-6979496)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-06
- IRS object ID
- 201323109349100422
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-06T19:25:09-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330835986 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUAR MILNER PETERSON ET AL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15760 VENTURA BLVD SUITE 1150 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | 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 | 956979496 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RESSLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RESS | NameControl |
| Phone | 3238604900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6922 HOLLYWOOD BLVD NO 900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90028 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD RESSLER | Name |
| Title | TRUSTEE | Title |
| Phone | 3238604900 | Phone |
| Date Signed | 2013-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F WOLF | Name |
| PTIN | P00166601 | PTIN |
| Phone | 8189812600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 28124729 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3057000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 108 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 108 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1318606 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1318606 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 502547 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3464010 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 502547 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1372 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1372 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 4879633 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1822633 | 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 |
| Accounting Fees Rev And Expnss | 15704 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2355 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 35423 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 35423 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 6227 | InterestRevAndExpnss |
| Interest Net Invst Incm | 6227 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 36563 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2736 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 66465 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 66347 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 160382 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 113088 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1395450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1395450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1555832 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 113088 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1395450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3323801 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1709545 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7819 | CashBOY |
| Cash EOY | 12009 | CashEOY |
| Cash EOYFMV | 12009 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1090696 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1414084 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1414084 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 826423 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 715387 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 715387 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 15111774 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 19359190 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 19359190 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2399253 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1691814 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1691814 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 5451296 | InvestmentsOtherBOY |
| Investments Other EOY | 4932245 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4932245 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 24887261 | TotalAssetsBOY |
| Total Assets EOY | 28124729 | TotalAssetsEOY |
| Total Assets EOYFMV | 28124729 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 125000 | CapitalStockBOY |
| Capital Stock EOY | 125000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 24762261 | RetainedEarningsBOY |
| Retained Earnings EOY | 27999729 | RetainedEarningsEOY |
| Total Net Assets BOY | 24887261 | TotalNetAssetsBOY |
| Total Net Assets EOY | 28124729 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 24887261 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 28124729 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 24887261 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3323801 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 28211062 | Subtotal |
| Other Decreases | 86333 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 28124729 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| CORSAIR SELECT | P | 409388 | 409388 | 409388 | |
| PUBLICLY TRADED SECURITIES | 3047847 | 86398 | 86398 | 2961449 | |
| TINICUM L.P. | P | -14 | -14 | 14 | |
| CAPITAL GAINS DIVIDENDS | P | 6775 | 6775 | 6775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 502547 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 234498 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20397828 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.011496 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2564249 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15988189 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.160384 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4623643 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12159494 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.380250 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 124287 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15769699 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.007881 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2054897 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13987975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.146905 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.706916 | TotalDistributionRatio |
| Average Distribution Ratio | 0.141383 | AverageDistributionRatio |
| Net Noncharitable Assets | 26117490 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3692569 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17095 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3709664 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1395450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 34191 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 34191 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 34191 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 30370 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 20000 | TaxPaidWithExtension |
| Total Credits And Payments | 50370 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 16179 | Overpayment |
| Amount Credited To Next Year | 16179 | 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 |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3238604900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6922 HOLLYWOOD BLVD NO 900 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90028 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON RESSLER | ||||||||
| 9561 LIME ORCHARD ROAD | BEVERLY HILLS | CA | 90210 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| RICHARD RESSLER | ||||||||
| 9561 LIME ORCHARD ROAD | BEVERLY HILLS | CA | 90210 | TRUSTEE | 2.00 | 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 |
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 | 25252914 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1262304 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 26515218 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 26515218 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 397728 | CashDeemedCharitable |
| Net Noncharitable Assets | 26117490 | NetNoncharitableAssets |
| Minimum Investment Return | 1305875 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1305875 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 34191 | TaxBasedOnInvestmentIncome |
| Total Tax | 34191 | TotalTax |
| Distributable Amount Before Adj | 1271684 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1271684 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1271684 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1395450 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1395450 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1395450 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1271684 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 753138 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 4066374 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1810424 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 6629936 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1395450 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1271684 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 123766 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6753702 | 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 | 753138 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6000564 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 4066374 | ExcessFromYear3 |
| Excess From Year2 | 1810424 | ExcessFromYear2 |
| Excess From Current Year | 123766 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALISON RESSLER | ContributingManager |
| Contributing Manager | RICHARD RESSLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AVIVA FAMILY AND CHILDRENS SERVICES | |||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| BROWN RISO HILLEL | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $3,600 |
| PUBLIC COUNSEL LAW CENTER | |||||||
| 610 S ARDMORE AVE | LOS ANGELES | CA | 90005 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| RETT SYNDROME RESEARCH TRUST | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| SLE LUPUS FOUNDATION | |||||||
| 330 SEVENTH AVE SUITE 1701 | NEW YORK | NY | 10001 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| TOURETTE SYNDROME ASSOCIATION | |||||||
| 42-40 BELL BLVD | BAYSIDE | NY | 11361 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| UNITED IN HARMONY | |||||||
| 2330 WESTWOOD BLVD SUITE 200 | LOS ANGELES | CA | 90064 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| THE PAINTED TURTLE | |||||||
| 1300 4TH STREET STE 300 | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $1,000 |
| JEWISH FEDERATION | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| WOMEN'S GUILD CEDAR SINAI MEDICAL CENTER | |||||||
| 8700 BEVELRY BLVD STE 2416 | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $10,000 |
| MELANOMA RESEARCH FOUNDATION | |||||||
| 1411 K STREET NW STE 500 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $250,000 |
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN ST | PROVIDENCE | RI | 02906 | NONE | 501(C)(3) UNIVERSITY | GENERAL SUPPORT | $584,850 |
| COLUMBIA LAW SCHOOL | |||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | NONE | 501(C)(3) UNIVERSITY | GENERAL SUPPORT | $200,000 |
| TIA PALERMO MEMORIAL ENDOWMENT FUND - PHASE ONE FOUNDATION | |||||||
| 256 26TH STREET STE 201 | SANTA MONICA | CA | 90402 | NONE | 501(C)(3) PUBLIC CHA | GENERAL SUPPORT | $25,000 |
| HARVARD WESTLAKE SCHOOL | |||||||
| 3700 COLDWATER CANYON | STUDIO CITY | CA | 91604 | NONE | 501(C)(3) SCHOOL | GENERAL SUPPORT | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1395450 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $108 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,318,606 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,372 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $502,547 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,822,633 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1822633 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RICHARD AND ALISON RESSLER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9561 LIME ORCHARD ROAD | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 3057000 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 100,000 SHARES OF J2 GLOBAL COMMUNICATIONS, INC. | NoncashPropertyDescription |
| Fair Market Value | 3057000 | FairMarketValue |
| Date Received | 2012-12-06 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $15,704 | Amount |
| Net Investment Income | 2355 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GOLDMAN SACHS - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 1691814 | EOYBookValue |
| EOYFMV | 1691814 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN SACHS - STOCKS | NameOfStock |
| EOY Book Value | 19359190 | EOYBookValue |
| EOYFMV | 19359190 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 715387 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 715387 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GOLDMAN SACHS - GS WEST STREET PTRS | FMV | 366793 | 366793 |
| GOLDMAN SACHS - GS INVESTMENT PARTNERS | FMV | 1059574 | 1059574 |
| CORSAIR SELECT, LP | FMV | 2809942 | 2809942 |
| MEZZANINE PARTNERS V OFFSHORE, LP | FMV | 359125 | 359125 |
| BROAD STREET ENERGY PARTNERS | FMV | 141036 | 141036 |
| TINICUM TAX EXEMPT, L.P. | FMV | 195775 | 195775 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $86,333 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 122 | 4 | 0 |
| PARTNERSHIP INVESTMENT EXPENSES | 66343 | 66343 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| CORSAIR SELECT, LP | 543 | 543 | 543 |
| GOLDMAN SACHS 31093 | 908 | 908 | 908 |
| TINICUM TAX EXEMPT LP | -79 | -79 | -79 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $35,423 | Amount |
| Net Investment Income | 35423 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ANNUAL REGISTRATION RENEWAL | $150 | 0 | 0 |
| FRANCHISE TAX | $10 | 0 | 0 |
| FOREIGN TAX | $2,736 | 2736 | 0 |
| FEDERAL TAX | $33,667 | 0 | 0 |
Comments