ALESIA FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
ALESIA FAMILY FOUNDATION (EIN 95-4750403)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-10
IRS object ID
201142229349100109
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-08-10T11:15:30-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WASSERMAN GROSSMAN & SLOAN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110990 WILSHIRE BLVD 8TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90024ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954750403EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ALESIA FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlALESNameControl
Phone3109541050Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904061760ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSHARON ALESIAName
TitleOFFICERTitle
Phone3109541050Phone
Date Signed2011-08-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGLEN YAMANEName
Phone3109541050Phone
Date Prepared2011-08-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY951453FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss0ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss1InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss7936DividendsRevAndExpnss
Dividends Net Invst Incm7936DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses7937TotalRevenueAndExpenses
Total Net Investment Income7937TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss178TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss150OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss328TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss76500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps76500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss76828TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps76500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-68891ExcessOfRevenueOverExpenses
Net Investment Income7937NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY692761CashBOY
Cash EOY615979CashEOY
Cash EOYFMV615978CashEOYFMV
Investments Other BOY406991InvestmentsOtherBOY
Investments Other EOY414850InvestmentsOtherEOY
Investments Other EOYFMV335475InvestmentsOtherEOYFMV
Total Assets BOY1099752TotalAssetsBOY
Total Assets EOY1030829TotalAssetsEOY
Total Assets EOYFMV951453TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY5099PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY5099PaidInOrCapitalSurplusEOY
Retained Earnings BOY1094653RetainedEarningsBOY
Retained Earnings EOY1025730RetainedEarningsEOY
Total Net Assets BOY1099752TotalNetAssetsBOY
Total Net Assets EOY1030829TotalNetAssetsEOY
Total Liabilities Net Assets BOY1099752TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1030829TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1099752TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-68891ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1030861Subtotal
Other Decreases32OtherDecreases
Total Net Assets Fund Balances EOY1030829TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1192500QualifyingDistributionsYear1
Noncharitable Assets Year11024761NoncharitableAssetsYear1
Distribution Ratio Year10.187849DistributionRatioYear1
Qualifying Distributions Year2158500QualifyingDistributionsYear2
Noncharitable Assets Year21308335NoncharitableAssetsYear2
Distribution Ratio Year20.121146DistributionRatioYear2
Qualifying Distributions Year3164467QualifyingDistributionsYear3
Noncharitable Assets Year31374836NoncharitableAssetsYear3
Distribution Ratio Year30.119627DistributionRatioYear3
Qualifying Distributions Year479500QualifyingDistributionsYear4
Noncharitable Assets Year41315905NoncharitableAssetsYear4
Distribution Ratio Year40.060415DistributionRatioYear4
Qualifying Distributions Year567000QualifyingDistributionsYear5
Noncharitable Assets Year5105308NoncharitableAssetsYear5
Distribution Ratio Year50.636229DistributionRatioYear5
Total Distribution Ratio1.125266TotalDistributionRatio
Average Distribution Ratio0.225053AverageDistributionRatio
Net Noncharitable Assets948092NetNoncharitableAssets
Adjusted Noncharitable Assets213371AdjustedNoncharitableAssets
One Percent Net Investment Income79OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One213450AdjNonchrtblAssetsAndOnePct
Qualifying Distributions76500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax159InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal159Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income159TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment3EstTaxPaymentsAndOverpayment
Tax Paid With Extension152TaxPaidWithExtension
Total Credits And Payments155TotalCreditsAndPayments
Tax Due4TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWGS LLPBooksInCareOfPersonName
Books In Care Of Phone Number3109541050BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1760AddressLine1
CitySANTA MONICACity
StateCAState
ZIP Code904061760ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
FRANK ALESIA
PO BOX 1760SANTA MONICACA904061760TRUSTEE1.00000
SHARON ALESIA
PO BOX 1760SANTA MONICACA904061760TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities303955AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances658575AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets962530TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets962530AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable14438CashDeemedCharitable
Net Noncharitable Assets948092NetNoncharitableAssets
Minimum Investment Return47405MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return47405MinimumInvestmentReturn
Tax Based On Investment Income159TaxBasedOnInvestmentIncome
Total Tax159TotalTax
Distributable Amount Before Adj47246DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded47246DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted47246DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions76500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions76500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions76500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted47246DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year561822ExcessDistriCarryoverYear5
Excess Distri Carryover Year421537ExcessDistriCarryoverYear4
Excess Distri Carryover Year396820ExcessDistriCarryoverYear3
Excess Distri Carryover Year294328ExcessDistriCarryoverYear2
Excess Distri Carryover Year1141427ExcessDistriCarryoverYear1
Total Excess Distri Carryover415934TotalExcessDistriCarryover
Qualifying Distributions76500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year47246AppliedToCurrentYear
Remaining Distri From Corpus29254RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus445188TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year561822ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year383366ExcessDistriCyovToNextYear
Excess From Year421537ExcessFromYear4
Excess From Year396820ExcessFromYear3
Excess From Year294328ExcessFromYear2
Excess From Year1141427ExcessFromYear1
Excess From Current Year29254ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
TRANQUILITY FARM
PO BOX 210TEHACHAPICA93581NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$1,000
AHEAD WITH HORSES
9311 DEL ARROYO DRIVESUN VALLEYCA91352NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
CANINE COMPANIONS FOR INDEPENDENCE
2965 DUTTON AVENUESANTA ROSACA95402NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
CHILDREN OF THE NIGHT
14530 SYLVAN STREETVAN NUYSCA91411NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
DOCTORS WITHOUT BORDERS USA
333 7TH AVENUE 2ND FLOORNEW YORKNY10001NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$12,000
LOS ANGELES MISSION
303 EAST 5TH STREETLOS ANGELESCA90013NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
MAKE A WISH FOUNDATION
1875 CENTURY PARK E SUITE 950LOS ANGELESCA90067NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
MUSCULAR DYSTROPHY ASSOCIATION
3415 S SEPULVEDA BLVD SUITE 550LOS ANGELESCA90034NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$1,000
SAN DIEGO RESCUE MISSION
P O BOX 80427SAN DIEGOCA92138NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
ST VINCENT DE PAUL VILLAGE
3350 E STREETSAN DIEGOCA92102NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$7,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD SUITE 140SANTA MONICACA90013NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$2,500
THE SMILE TRAIN
41 MADISON AVE 28TH FLOORNEW YORKNY10010NONE501(C)(3) PUBLIC CHAPROGRAM SUPPORT$4,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year76500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Business Code522100BusinessCode
Unrelated Business Income$1UnrelatedBusinessIncomeAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Business Code523000BusinessCode
Unrelated Business Income$7,936UnrelatedBusinessIncomeAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$7,937UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA7937TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value414850BookValue
EOYFMV335475EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionPENALTY & FINESDescription
Amount$32Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK FEES17500
LICENSES & PERMITS-2500

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
U.S. TREASURY$16800
FRANCHISE TAX BOARD$1000

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