MARVIN & SONDRA SMALLEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARVIN & SONDRA SMALLEY FAMILY FOUNDATION (EIN 95-2535589)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-28
- IRS object ID
- 202421499349101102
- Schema version
- 2023v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-28T15:14:38-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITH-SMITH & ARCHIBALD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6355 TOPANGA CANYON BLVDSTE 400 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952535589 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marvin and Sondra Smalley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SONDRA SMALLEY | InCareOfNm |
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 3104401133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 963 Stone Canyon Road | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONDRA SMALLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3104401133 | PhoneNum |
| Signature | 2024-05-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SONDRA | PersonFirstNm |
| Person Last | SMALLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY ARCHIBALD CPA | PreparerPersonNm |
| PTIN | P00370997 | PTIN |
| Phone | 8187741500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,479,357 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,985,405 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,543 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,004 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$488 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,268,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $280,699 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $39,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,692 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $260 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $157,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,452 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $526,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $526,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $683,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,452 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $526,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,585,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,864 | CashBOYAmt |
| Cash EOY | $155,901 | CashEOYAmt |
| Cash EOYFMV | $155,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,293 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $388,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $388,190 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,078,478 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,078,478 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $659,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $830,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $830,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,315 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,827 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $894,313 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,479,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,479,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $894,313 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,479,357 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $894,313 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,479,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $894,313 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,479,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $894,313 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,585,044 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,479,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,479,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB- 100 UNITS ALPHABET INC. CLASS A | 2006-12-21 | 2023-05-25 | $12,373 | $1,147 | $11,226 | $11,226 |
| CHARLES SCHWAB-325 UNITS APPLE INC | 2007-05-15 | 2023-05-25 | $54,299 | $1,278 | $53,021 | $53,021 |
| CHARLES SCHWAB-165 UNITS MICROSOFT CORP | 1996-03-04 | 2023-05-25 | $48,184 | $1,006 | $47,178 | $47,178 |
| CHARLES SCHWAB-275 UNITS PEPSICO INC | 2006-03-27 | 2023-04-24 | $50,930 | $16,271 | $34,659 | $34,659 |
| CHARLES SCHWAB-50 UNITS STRYKER CORP | 2005-08-02 | 2023-05-25 | $13,637 | $2,687 | $10,950 | $10,950 |
| CHARLES SCHWAB-625 UNITS JOHNSON & JOHNSON | 2003-05-15 | 2023-09-20 | $101,785 | $34,276 | $67,509 | $67,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,713 | SubtotalAmt |
| Tax Based On Investment Income | $1,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,456 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,456 | TotalPaymentsAndCreditsAmt |
| Overpayment | $743 | OverpaymentAmt |
| Applied To ES Tax | $743 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONDRA SMALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104401133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 963 STONE CANYON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Sondra Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | President | 0 | $0 | $0 | $0 |
| Debra Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Secretary/CFO | 0 | $0 | $0 | $0 |
| Jeffrey Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Trustee | 0 | $0 | $0 | $0 |
| Scott Smalley | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Trustee | 0 | $0 | $0 | $0 |
| Lori Smalley Schwartz | ||||||||
| 963 Stone Canyon Road | Los Angeles | CA | 90077 | Trustee | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE FOUNDATION IS TO DISTRIBUTE TO QUALIFIED CHARITIES TO CARRY ON THEIR ACTIVITIES. | Description1Txt |
| Expenses1 | $526,100 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $486,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $610,746 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $610,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $601,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,713 | TotalTaxAmt |
| Distributable Before Adj | $28,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $526,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $526,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $372,817 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $443,596 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $390,546 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $221,045 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,625,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $526,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $28,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $497,734 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,123,213 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $197,475 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,925,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $372,817 | ExcessFromYear4Amt |
| Excess From Year3 | $443,596 | ExcessFromYear3Amt |
| Excess From Year2 | $390,546 | ExcessFromYear2Amt |
| Excess From Year1 | $221,045 | ExcessFromYear1Amt |
| Excess From Current Year | $497,734 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Miracle Project | |||||||
| 5870 W Olympic Blvd | Los Angeles | CA | 90036 | none | PC | General | $1,800 |
| Jewish Community Foundation | |||||||
| 6505 Wilshire Blvd 1200 | Los Angeles | CA | 90048 | none | PC | General | $85,000 |
| Children's Hospital | |||||||
| 4650 Sunset Blvd | LOS ANGELES | CA | 90027 | none | PC | General | $45,000 |
| Mothers 2 Mothers | |||||||
| 7441 Sunset Blvd 205 | LOS ANGELES | CA | 90046 | none | PC | General | $10,000 |
| Adat Ari El | |||||||
| 12020 Burbank Blvd | Valley Village | CA | 91607 | none | PC | General | $10,000 |
| Beit T'Shuvah | |||||||
| 8831 Venice Blvd | LOS ANGELES | CA | 90034 | none | PC | General | $10,900 |
| Cedars Sinai Medical Center | |||||||
| 8700 Beverly Blvd 2900A | LOS ANGELES | CA | 90048 | none | PC | General | $2,000 |
| Jewish Federation | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | none | PC | General | $75,600 |
| Los Angeles Jewish Home | |||||||
| 7150 Tampa Ave | Reseda | CA | 91335 | none | PC | General | $100,000 |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | |||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | none | general | $100,000 | |
| KEEP BEL-AIR BEAUTIFUL | |||||||
| 100 BEL AIR ROAD | LOS ANGELES | CA | 90077 | NONE | GENERAL | $500 | |
| FROM THE HEART PRODUCTIONS | |||||||
| 1013 HARBOR BLVD 53 | OXNARD | CA | 93035 | NONE | GENERAL | $25,000 | |
| HARMONY PROJECT | |||||||
| 2410 Beverly Blvd | Los Angeles | CA | 90057 | none | general | $200 | |
| JEWS UNITED FOR DEMOCRACY | |||||||
| 4659 BALBOA AVE | ENCINO | CA | 91316 | none | PC | general | $1,000 |
| PAD PROJECT | |||||||
| 10573 W PICO BLVD STE 73 | LOS ANGELES | CA | 90064 | NONE | PC | GENERAL | $2,500 |
| SHE ANGELS | |||||||
| 4804 LAUREL CANYON BLVD 324 | VALLEY VILLAGE | CA | 91607 | NONE | PC | GENERAL | $2,000 |
| RELAY FOR LIFE | |||||||
| 5800 FULTON AVE | VALLEY GLEN | CA | 91401 | NONE | PC | GENERAL | $1,000 |
| USC HILLEL FOUNDATION | |||||||
| 3300 S HOOVER ST | LOS ANGELES | CA | 90007 | NONE | GENERAL | $500 | |
| HILLCREST COUNTRY CLUB CHARITABLE FOUNDATION | |||||||
| 10000 W Pico Blvd | LOS ANGELES | CA | 90064 | none | PC | general | $1,500 |
| skirball | |||||||
| 2701 N Sepulveda Blvd | LOS ANGELES | CA | 90049 | none | general | $100 | |
| concern foundation | |||||||
| 11111 W Olympic Blvd 214 | LOS ANGELES | CA | 90064 | none | general | $1,500 | |
| los angeles museum of the holocaust | |||||||
| 100 the grove dr | LOS ANGELES | CA | 90036 | none | general | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $526,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,644 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $224,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 18 | -$488 |
| TAX REFUND | 01 | $2,492 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $283,191 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,191 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | FAMILIAN MARITAL QTIP TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 963 STONE CANYON ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,985,405 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - ACCOUNTING | CategoryTxt |
| Amt | $39,500 | Amt |
| Net Investment Income | $39,500 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,827 | EOYBookValueAmt |
| EOYFMV | $25,827 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $830,961 | EOYBookValueAmt |
| EOYFMV | $830,961 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,078,478 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,078,478 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Income | -$488 | -$488 |
| tax refund | $2,492 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $117,692 | Amt |
| Net Investment Income | $117,692 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $185 | $185 |
| STATE TAX | $75 | $75 |