THE BRESLOW FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BRESLOW FOUNDATION (EIN 20-1674497)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-08
- IRS object ID
- 201332209349100128
- 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 | 2013-08-08T13:43:53-07:00 | 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 | RBZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD NINTH FL | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | 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 | 201674497 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRESLOW FOUNDATION FRMLY | BusinessNameLine1 |
| Business Name Line2 | KNOWN AS BRESLOW FAMILY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRES | NameControl |
| Phone | 8187094880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY BRESLOW | Name |
| Title | President | Title |
| Date Signed | 2013-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Zaslow | Name |
| PTIN | P00367183 | PTIN |
| Phone | 3104784148 | 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 | 391924 | 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 | 8861 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8861 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1732 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1732 | DividendsNetInvstIncm |
| Gross Sales Price | 15000 | GrossSalesPrice |
| Total Revenue And Expenses | 10593 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10593 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 8809 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 398 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 2989 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 12196 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31496 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 19300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -20903 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10593 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 173510 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 166949 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 166949 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 55282 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 39208 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 39809 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 47477 | InvestmentsCorpStockBOY |
| Investments Corp Bonds BOY | 112337 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 159814 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 158192 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 24441 | InvestmentsOtherBOY |
| Investments Other EOY | 26173 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 26974 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 413047 | TotalAssetsBOY |
| Total Assets EOY | 392144 | TotalAssetsEOY |
| Total Assets EOYFMV | 391924 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 413047 | RetainedEarningsBOY |
| Retained Earnings EOY | 392144 | RetainedEarningsEOY |
| Total Net Assets BOY | 413047 | TotalNetAssetsBOY |
| Total Net Assets EOY | 392144 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 413047 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 392144 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 413047 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -20903 | ExcessOfRevenueOverExpenses |
| Subtotal | 392144 | Subtotal |
| Total Net Assets Fund Balances EOY | 392144 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | FEDERAL NATL MTG ASSN 5.250% DUE 8/1/12 | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2002-07-26 | DateAcquired |
| Date Sold | 2012-08-01 | DateSold |
| Gross Sales Price | 15000 | GrossSalesPrice |
| Cost Or Other Basis | 15000 | CostOrOtherBasis |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 39550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 421721 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.09378 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 22000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 459122 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04792 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 473606 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04350 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 474758 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05687 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 488465 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.05169 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.29376 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05875 | AverageDistributionRatio |
| Net Noncharitable Assets | 390354 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22934 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 106 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23040 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 19300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 212 | InvestmentIncomeExciseTax |
| Subtotal | 212 | Subtotal |
| Tax Based On Investment Income | 212 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 212 | TaxPaidWithExtension |
| Total Credits And Payments | 212 | TotalCreditsAndPayments |
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 | false | 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 | WENDY BRESLOW | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3104784148 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11766 WILSHIRE BLVD 9TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90025 | 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 |
|---|---|---|---|---|---|---|
| ERIC BRESLOW | ||||||
| 11766 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90025 | Secretary | 3.00 | 0 |
| WENDY BRESLOW | ||||||
| 11766 WILSHIRE BLVD 9TH FLOOR | LOS ANGELES | CA | 90025 | President | 1.00 | 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 | 231555 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 164743 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 396298 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 396298 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5944 | CashDeemedCharitable |
| Net Noncharitable Assets | 390354 | NetNoncharitableAssets |
| Minimum Investment Return | 19518 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19518 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 212 | TaxBasedOnInvestmentIncome |
| Total Tax | 212 | TotalTax |
| Distributable Amount Before Adj | 19306 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 19306 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 19306 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 19300 | ExpensesAndContributions |
| Qualifying Distributions | 19300 | QualifyingDistributions |
| Adj Qualifying Distributions | 19300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19306 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 22000 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15421 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 37421 | TotalExcessDistriCarryover |
| Qualifying Distributions | 19300 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19300 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 6 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 6 | ExcessDistriCyovAppliedCY |
| Total Corpus | 37415 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 37415 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 21994 | ExcessFromYear2 |
| Excess From Year1 | 15421 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MAHARISHI FOUNDATION INC | ||||||
| 1100 N 4TH STREET SUITE 128 | FAIRFIELD | IA | 52556 | PUBLIC | UNRESTRICTED GIFT | $1,050 |
| GAAS SCHOLARSHIP FUND | ||||||
| 7101 WISCONSIN AVENUE SUTIE 1300 | BETHESDA | MD | 20814 | PUBLIC | UNRESTRICTED GIFT | $10,000 |
| MUSICARES FOUNDATION | ||||||
| 3030 OLYMPIC BLVD | SANTA MONICA | CA | 90404 | PUBLIC | UNRESTRICTED GIFT | $8,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19300 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,861 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,732 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,593 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10593 | 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 | $8,809 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| WEBSITE MAINTENANCE | 1603 |
| TELEPHONE | 1254 |
| OFFICE EXPENSE | 119 |
| BANK CHARGES | 13 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| EXCISE TAX | $388 |
| ca franchise tax board | $10 |