THE@NORMAN AND MARY PATTIZ FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE@NORMAN AND MARY PATTIZ FOUNDATION (EIN 33-0816951)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-31
- IRS object ID
- 201332129349100403
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-31T10:00:23-07:00 | 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 | Dennis F Rose & Associates | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4312 Woodman Ave Suite 200 | AddressLine1 |
| City | Sherman Oaks | City |
| State | CA | State |
| ZIP Code | 91423 | 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 | 330816951 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Norman and Mary Pattiz Foundation | BusinessNameLine1 |
| Business Name Line2 | A Corporation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORM | NameControl |
| Phone | 8185922000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 Ventura Blvd | AddressLine1 |
| City | Woodland Hills | City |
| State | CA | State |
| ZIP Code | 91364 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Norman Pattiz | Name |
| Title | President | Title |
| Date Signed | 2013-07-24 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dennis F Rose | Name |
| PTIN | P00059719 | PTIN |
| Phone | 8185017788 | 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 | 19928 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000 | ContriReceivedRevAndExpnss |
| Total Revenue And Expenses | 30000 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 900 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 910 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18110 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 17200 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 11890 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7513 | CashBOY |
| Cash EOY | 19403 | CashEOY |
| Cash EOYFMV | 19403 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 525 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 525 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 525 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 8038 | TotalAssetsBOY |
| Total Assets EOY | 19928 | TotalAssetsEOY |
| Total Assets EOYFMV | 19928 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 8038 | RetainedEarningsBOY |
| Retained Earnings EOY | 19928 | RetainedEarningsEOY |
| Total Net Assets BOY | 8038 | TotalNetAssetsBOY |
| Total Net Assets EOY | 19928 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8038 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 19928 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8038 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 11890 | ExcessOfRevenueOverExpenses |
| Subtotal | 19928 | Subtotal |
| Total Net Assets Fund Balances EOY | 19928 | TotalNetAssetsFundBalancesEOY |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Est Tax Payments And Overpayment | 379 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 379 | TotalCreditsAndPayments |
| Overpayment | 379 | Overpayment |
| Amount Credited To Next Year | 379 | 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 | Boulevard Management | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8185922000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 Ventura Blvd Ste 300 | AddressLine1 |
| City | Woodland Hills | City |
| State | CA | State |
| ZIP Code | 91364 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Mary C Pattiz | ||||||
| 21731 Ventura Blvd Ste 300 | Woodland Hills | CA | 91364 | Director | 0.00 | 0 |
| Norman J Pattiz | ||||||
| 21731 Ventura Blvd Ste 300 | Woodland Hills | CA | 91364 | Director | 0.00 | 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 | 10222 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10222 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 10222 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 153 | CashDeemedCharitable |
| Net Noncharitable Assets | 10069 | NetNoncharitableAssets |
| Minimum Investment Return | 503 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 503 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 503 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 503 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 503 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 17200 | ExpensesAndContributions |
| Qualifying Distributions | 17200 | QualifyingDistributions |
| Adj Qualifying Distributions | 17200 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 503 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 59268 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 57281 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 70843 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 123842 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2978 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 314212 | TotalExcessDistriCarryover |
| Qualifying Distributions | 17200 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 503 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 16697 | RemainingDistriFromCorpus |
| Total Corpus | 330909 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 59268 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 271641 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 57281 | ExcessFromYear4 |
| Excess From Year3 | 70843 | ExcessFromYear3 |
| Excess From Year2 | 123842 | ExcessFromYear2 |
| Excess From Year1 | 2978 | ExcessFromYear1 |
| Excess From Current Year | 16697 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Norman J Pattiz | 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 |
|---|---|---|---|---|---|---|---|
| Alzheimer's Association2012 Walk | |||||||
| c/o A Peake 80 N Wood RdSte 302 | Camarillo | CA | 93010 | N/A | 501(c)(3) | Medical Research | $200 |
| Northern New Mexico College Foundat | |||||||
| 921 N Paseo De Onate | Espanola | NM | 87532 | N/A | 501(c)(3) | Education Programs | $10,000 |
| Midnight Mission | |||||||
| 601 S San Pedro Street | Los Angeles | CA | 90014 | N/A | 501(c)(3) | Homeless services and programs | $1,000 |
| Lupus LA | |||||||
| 8383 Wilshire Blvd Suite 232 | Beverly Hills | CA | 90211 | N/A | 501(c)(3) | Medical Research | $1,000 |
| Betty Ford Center Foundation | |||||||
| 41-990 Cook Street Site C-301 | Palm Desert | CA | 92211 | N/A | 501(c)(3) | Financial Assistance Fund | $2,500 |
| Chicago School of Professional Psyc | |||||||
| 617 West 7th Street | Los Angeles | CA | 90017 | N/A | 501(c)(3) | Education Programs | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17200 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
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 |
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 | Norman Mary Pattiz | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21731 Ventura Bl Ste 300 | AddressLine1 |
| City | Woodland Hills | City |
| State | CA | State |
| ZIP Code | 91364 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | Category |
| Amount | $900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Franchise Tax Board | Category |
| Amount | $10 | Amount |
Comments