LOREEN ARBUS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LOREEN ARBUS FOUNDATION (EIN 75-3126107)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-22
- IRS object ID
- 201340539349100209
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-22T14:01:08-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954387514 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD D TOPLITZKY & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8383 WILSHIRE BLVD STE 240 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90211 | 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 | 753126107 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOREEN ARBUS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LORE | NameControl |
| Phone | 3236585477 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8383 WILSHIRE BLVD SUITE 240 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90211 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOREEN ARBUS | Name |
| Title | PRESIDENT | Title |
| Phone | 3236585477 | Phone |
| Date Signed | 2013-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD D TOPLITZKY | Name |
| PTIN | P00015690 | PTIN |
| Phone | 3236585477 | Phone |
| Date Prepared | 2013-02-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 227407 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 680000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 38 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 680038 | TotalRevenueAndExpenses |
| Total Net Investment Income | 38 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 90508 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 90508 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1148 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1148 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 67735 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 67735 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 44275 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 44275 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7589 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 7589 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 4328 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 97946 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 97946 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 2250 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 2250 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 53373 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 53373 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 369152 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 364824 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 291453 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 291453 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 660605 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 656277 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 19433 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 38 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 191070 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 214831 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 214831 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2992 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 938 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 938 | PrepaidExpensesEOYFMV |
| Land Building And Equipment Basis | 35578 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 26700 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 13206 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 8878 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 8878 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 2760 | OtherAssetsBOY |
| Other Assets EOY | 2760 | OtherAssetsEOY |
| Other Assets EOYFMV | 2760 | OtherAssetsEOYFMV |
| Total Assets BOY | 210028 | TotalAssetsBOY |
| Total Assets EOY | 227407 | TotalAssetsEOY |
| Total Assets EOYFMV | 227407 | 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 | 210028 | RetainedEarningsBOY |
| Retained Earnings EOY | 227407 | RetainedEarningsEOY |
| Total Net Assets BOY | 210028 | TotalNetAssetsBOY |
| Total Net Assets EOY | 227407 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 210028 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 227407 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 210028 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 19433 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 229461 | Subtotal |
| Other Decreases | 2054 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 227407 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1049026 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 384563 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.727839 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 928041 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 500685 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.853543 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1190747 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 764771 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.556998 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1359125 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 493612 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.753428 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1291880 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 746036 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.731659 | DistributionRatioYear5 |
| Total Distribution Ratio | 10.623467 | TotalDistributionRatio |
| Average Distribution Ratio | 2.124693 | AverageDistributionRatio |
| Net Noncharitable Assets | 234717 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 498702 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 498702 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 656277 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 938 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 938 | TotalCreditsAndPayments |
| Overpayment | 938 | Overpayment |
| Amount Credited To Next Year | 938 | 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 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY TOPLITZKY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3236585477 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8383 WILSHIRE BLVD SUITE 240 | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 90211 | 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 |
|---|---|---|---|---|---|---|---|---|
| LOREEN ARBUS | ||||||||
| 8383 WILSHIRE BLVD SUITE 240 | BEVERLY HILLS | CA | 90211 | PRESIDENT | 30.00 | 0 | 0 | 0 |
| HOLLY TOPLITZKY | ||||||||
| 8383 WILSHIRE BLVD SUITE 240 | BEVERLY HILLS | CA | 90211 | SECRETARY/TREASURER | 10.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| ARIANA D HARRIS | 6743 S HOLT AVE | LOS ANGELES | CA | 90056 | ASS'T ADMIN | 40.00 | 72800 | 0 | 0 |
| GINA GABRIELE | 1 JANE ST 1E | NEW YROK | NY | 10014 | ASS'T ADMIN | 40.00 | 17708 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| HAJOMA INC | |||||
| 8383 WILSHIRE BLVD 240 | BEVERLY HILLS | CA | 90211 | ACCOUNTING SERVICES | 55605 |
| FRANCIS J MASSINO | |||||
| 175 WEST 79TH STREET 1A | NEW YORK | NY | 10024 | MANAGEMENT CONSULTING | 44275 |
| RONALD D TOPLITZKY CPA | |||||
| 8383 WILSHIRE BLVD 240 | BEVERLY HILLS | CA | 90211 | INCOME TAX SERVICES | 12130 |
| EZ CONSULTING | |||||
| PO BOX 7000 | REDONDO BEACH | CA | 90277 | COMPUTER CONSULTING | 7888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 238291 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 238291 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 238291 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3574 | CashDeemedCharitable |
| Net Noncharitable Assets | 234717 | NetNoncharitableAssets |
| Minimum Investment Return | 11736 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 11736 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 11736 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 11736 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 11736 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 656277 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 656277 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 656277 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 11736 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1260237 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1337585 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1155260 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 903014 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1029800 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5685896 | TotalExcessDistriCarryover |
| Qualifying Distributions | 656277 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11736 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 644541 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6330437 | 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 | 1260237 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5070200 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1337585 | ExcessFromYear4 |
| Excess From Year3 | 1155260 | ExcessFromYear3 |
| Excess From Year2 | 903014 | ExcessFromYear2 |
| Excess From Year1 | 1029800 | ExcessFromYear1 |
| Excess From Current Year | 644541 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOREEN ARBUS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACADEMY OF TELEVISION ARTS & SCIENCES | |||||||
| 5220 LANKERSHIM BLVD | NO HOLLYWOOD | CA | 91601 | NONE | 501(C)(3) | SUPPORTS THE PERFORMING ARTS | $28,500 |
| ALI FORNEY CENTER | |||||||
| 224 W 35TH ST 15TH FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | HELPING THE HOMELESS | $355 |
| ALFRED MANN FOUNDATION | |||||||
| PO BOX 802456 | SANTA CLARITA | CA | 91380 | NONE | 501(C)(3) | SUPPORTS MEDICAL RESEARCH FOR DIABETES & NEURAL MUSC | $23,000 |
| ALL STARS HELPING KIDS | |||||||
| 970 MAIN STREET | REDWOOD CITY | CA | 94063 | NONE | 501(C)(3) | DISRUPT THE POVERTY CYCLE | $2,500 |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLAIMS STREET NW | ATLANTA | GA | 30303 | NONE | 501(C)(3) | SUPPORTS CANCER RESEARCHA NATIONWIDE HEALTH ORGANIZATION DEDICATED TO THE ELIMINATION OF CANCER AS A MAJOR HEALTH PROBLEM | $250 |
| ALLIANCE FOR THE EARTH | |||||||
| PO BOX 8031 | SANTA FE | NM | 87504 | NONE | 501(C)(3) | PROTECTING EARTH'S NATURAL RESOURCES | $500 |
| CHILDREN'S INSTITUTE | |||||||
| 2121 WEST TEMPLE ST | LOS ANGELES | CA | 90026 | NONE | 501(C)(3) | HELPS CHILDREN WITH FAMILY VIOLENCE ISSUES | $1,000 |
| CLINTON GLOGAL INITIATIVE | |||||||
| 1271 AVENUE OF THE AMERICAS | NEW YORK | NY | 10020 | NONE | 501(C)(3) | TURN IDEAS INTO ACTION | $20,000 |
| GREEN BERET FOUNDATION | |||||||
| 18756 STONE OAK PARKWAY | SAN ANTONIO | TX | 78258 | NONE | 501(C)(3) | PROVIDE FINANCIAL MEDICAL & EDUCATIONAL RESOURCES TO WOUNDED OR ILL SPECIAL FORCES MILITARY | $1,500 |
| EUROPEAN SCHOOL OF ECONOMICS FOUNDATION | |||||||
| 725 5TH AVE 19TH FLOOR | NEW YORK | NY | 10022 | NONE | 501(C)(3) | HELPS LESS FORTUNATE PURSUE EDUCATIONAL DREAMS | $7,000 |
| FRANKIE'S FRIENDS | |||||||
| 3000 BUSCH LAKE BLVD | TAMPA | FL | 33614 | NONE | 501(C)(3) | FINDING CURES AND SAVING PETS WITH CANCER | $500 |
| ICRFISRAEL CANCER RESEARCH FOUNDATION | |||||||
| 159 S BEVERLY DR 207 | BEVERLY HILLS | CA | 90212 | NONE | 501(C)(3) | SUPPORTS CANCER RESEARCH | $1,000 |
| KADY'S FUND | |||||||
| PO BOX 90664 | PASADENA | CA | 91109 | NONE | 501(C)(3) | ELIMINATE SUFFERING & HOMELESSNESS OF CANINES | $500 |
| GABRIELLE'S ANGEL FOUNDATION | |||||||
| 136 EAST 57TH STREET 1704 | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CANCER RESEARCH | $14,700 |
| GIRL SCOUTS OF GREATER NEW YORK | |||||||
| 43 WEST 23RD STREET | NEW YORK | NY | 10010 | NONE | 501(C)(3) | TO HELP GIRLS DO GREAT THINGS | $450 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | NONE | 501(C)(3) | SUPPORTS MEDICAL RESEARCH | $200 |
| LIFELINE NEW YORK | |||||||
| 355 LEXINGTON AVE 2ND FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | FIGHTS INFANT MORTALITY | $80 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | SUPPORTS THE ARTS | $700 |
| HUMANE SOCIETY OF NEW YORK | |||||||
| 306 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | PROMOTES BETTER TREATMENT OF ANIMALS | $1,500 |
| MUSEUM OF MODERN ART - NY | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | SUPPORTS THE ARTS | $27,400 |
| NATIONAL CARES MENTORING MOVEMENT | |||||||
| 408 W 58TH ST | NEW YORK | NY | 10019 | NONE | 501(C)(3) | SUPPORTS EDUCATION | $500 |
| NEW YORK RESTORATION PROJECT | |||||||
| 17-19 MARBLE AVE | PLEASANTVILLE | NY | 10570 | NONE | 501(C)(3) | TRANSFORMING OPEN SPACE IN UNDERSERVED COMMUNITIES TO CREATE GREENER & SUSTAINABLE CITIES | $1,000 |
| PALEY CENTER - BH | |||||||
| 465 N BEVERLY DRIVE | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | SUPPORTS THE PERFORMING ARTS | $26,520 |
| PREMIERE ONCOLOGY FOUNDATION | |||||||
| 2020 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | 501(C)(3) | CANCER RESEARCH | $500 |
| NEW YORK WOMEN'S FOUNDATION | |||||||
| 215 PARK AVE SOUNT 2014 | NEW YORK | NY | 10003 | NONE | 501(C)(3) | GIVE WOMEN A VOICE AND FIGHT POVERTY | $4,450 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | ADVANCE APPRECIATION OF ART AND THE ARTS | $14,120 |
| MS FOUNDATION FOR WOMEN | |||||||
| 12 METROTECH CENTER | BROOKLYN | NY | 11201 | NONE | 501(C)(3) | SUPPORTS WOMENS ISSUES | $9,850 |
| MUSEUM OF ARTS & DESIGN | |||||||
| 2 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | EXPLORES ART, DESIGN AND CRAFTS | $1,720 |
| MUSEUM OF COMTEMPORY ART | |||||||
| 250 S GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | SUPPORTS THE ARTS | $9,725 |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL ST 300 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)(3) | SUPPORTS WOMENS ISSUES | $2,900 |
| THE COMMON GOOD | |||||||
| 6 E 46TH STREET 500 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | EMPOWER EFFECTIVE CIVIC PARTICIPATION | $500 |
| THE EDUCATION FUND | |||||||
| 900 NE 125TH STREET SUITE 100 | NORTH MIAMI | FL | 33161 | NONE | 501(C)(3) | PROVIDE PRIVATE SECTOR LEADERSHIP & SUPPORT FOR INNOVATION IN PUBLIC EDUCATION | $9,700 |
| WOMEN MOVING MILLIONS | |||||||
| 79 5TH AVENUE 4TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) | EMPOWERING WOMEN | $4,000 |
| THE SYNERGOS INSTITUTE | |||||||
| 51 MADISON AVE | NEW YORK | NY | 10010 | NONE | 501(C)(3) | SUPPORTS GLOBAL EFFORT FOR SOCIAL PROGRESS | $24,500 |
| UNITED CEREBRAL PALSY | |||||||
| 1660 L STREET NW 700 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | SUPPORTS MEDICAL RESEARCH FOR CEREBRAL PALSY | $17,783 |
| WHITNEY MUSEUM | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | 501(C)(3) | SUPPORTS ART PROGRAMS AND PRESERVATION | $2,500 |
| WOMEN'S ENEWS | |||||||
| 6 BARCLAY STREET 6TH FLOOR | NEW YORK | NY | 10007 | NONE | 501(C)(3) | PROVIDES ELECTRONIC NEWS OF WOMENS ISSUES | $5,200 |
| WOMEN'S MEDIA CENTER | |||||||
| 320 WEST 37TH | NEW YORK | NY | 10018 | NONE | 501(C)(3) | HAS THE GOAL OF MAKING WOMEN VISABLE AND POWERFUL IN THE MEDIA | $24,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 291453 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 38 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 38 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 38 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumber |
| Relationship Statement | N/A - DEMINIMUS ITEMS OR INVESTMENT INCOME | RelationshipStatement |
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 (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Contributor Name IndividualContributorNameIndividual |
|---|---|---|---|---|---|---|---|
| GOLDENSON ARBUS FOUNDATION | |||||||
| 1 | C/O M MASTROGIORGIO 35 UNDERHILL ST | TUCKAHOE | NY | 10707 | 270000 | X | |
| (no name) | |||||||
| 2 | 8383 WILSHIRE BLVD SUITE 240 | BEVERLY HILLS | CA | 90211 | 410000 | X | LOREEN ARBUS |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $67,735 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 67735 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (7 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER SYSTEM | 2006-09-22 | 11386 | 11386 | SL | 5.000000000000 | 0 | 0 |
| COMPUTER SYSTEM - DELL | 2007-05-14 | 3334 | 3001 | SL | 5.000000000000 | 333 | 0 |
| WORKSTATION - DELL | 2008-01-15 | 1759 | 616 | SL | 5.000000000000 | 176 | 0 |
| SERVER - DELL | 2009-12-21 | 14091 | 5988 | SL | 5.000000000000 | 2818 | 0 |
| DELL 30" MONITOR | 2011-03-14 | 800 | 80 | SL | 5.000000000000 | 160 | 0 |
| COMPUTER | 2011-02-22 | 2002 | 200 | SL | 5.000000000000 | 400 | 0 |
| COMPUTER | 2011-03-25 | 2206 | 221 | SL | 5.000000000000 | 441 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (7 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| COMPUTER SYSTEM | 11386 | 11386 | 0 |
| COMPUTER SYSTEM - DELL | 3334 | 3334 | 0 |
| WORKSTATION - DELL | 1759 | 1672 | 87 |
| SERVER - DELL | 14091 | 8806 | 5285 |
| DELL 30" MONITOR | 800 | 240 | 560 |
| COMPUTER | 2002 | 600 | 1402 |
| COMPUTER | 2206 | 662 | 1544 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,148 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1148 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| BOY Book Value | 2760 | BOYBookValue |
| EOY Book Value | 2760 | EOYBookValue |
| EOYFMV | 2760 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2011 FEDERAL INCOME TAX | Description |
| Amount | $2,054 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SUPPLIES | 4542 | 0 | 4542 |
| TELEPHONE | 14656 | 0 | 14656 |
| POSTAGE, SHIPPING, DELIVERY | 8810 | 0 | 8810 |
| EQUIPMENT RENTAL, MAINTENANCE | 7494 | 0 | 7494 |
| INSURANCE | 5725 | 0 | 5725 |
| OUTSIDE COMPUTER SERVICE | 10804 | 0 | 10804 |
| TAXES & LICENSES | 731 | 0 | 731 |
| DUES & SUBSCRIPTIONS | 72 | 0 | 72 |
| GIFTS | 498 | 0 | 498 |
| BANK CHARGES | 41 | 0 | 41 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT CONSULTING | Category |
| Amount | $44,275 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 44275 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|
| LOREEN ARBUS | ||||
| 88383 WILSHIRE BLVD SUITE 240 | BEVERLY HILLS | CA | 90211 | |
| GOLDENSON ARBUS FOUNDATION | ||||
| C/O MARYELLEN MASTROGIORGIO 35 | TUCKAHOE STREET | NY | 10707 | UNDERHILL STREET |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL | Category |
| Amount | $7,589 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 7589 | DisbursementsCharitablePrps |
Comments