STRATEGY STUDIO / PUBLIC DATA EXPLORER

DANIEL & REBECA ROSENBERG FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DANIEL & REBECA ROSENBERG FAMILY FOUNDATION (EIN 20-0499539)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-04
IRS object ID
201701249349100420
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-05-04T09:43:26-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FriedmanMinskCole & FastovskyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110100 Santa Monica Blvd Ste 1060AddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900674151ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200499539EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DANIEL AND REBECA ROSENBERG FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDANIBusinessNameControlTxt
Phone7149991285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1255 SOUTH EUCLID STREETAddressLine1Txt
CityANAHEIMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL ROSENBERGPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES P FASTOVSKYPreparerPersonNm
PTINP01294371PTIN
Phone3105532606PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$305,076FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$11InterestOnSavingsAdjNetIncmAmt
Other Income Rev And Expnss$12,560OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,560OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$12,571TotalRevAndExpnssAmt
Total Net Invst Incm$12,571TotalNetInvstIncmAmt
Total Adj Net Incm$11TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,783AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,783AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,793TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,793TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,793TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,793TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,222ExcessRevenueOverExpensesAmt
Net Investment Income$10,778NetInvestmentIncomeAmt
Adjusted Net Income$11AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,814CashBOYAmt
Cash EOY$8,326CashEOYAmt
Cash EOYFMV$8,326CashEOYFMVAmt
Sav And Temp Cash Invst BOY$51,679SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,750SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,750SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$250,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$250,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$250,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$250,000OtherNtsAndLoansRcvblEOYFMVAmt
Total Assets BOY$319,493TotalAssetsBOYAmt
Total Assets EOY$305,076TotalAssetsEOYAmt
Total Assets EOYFMV$305,076TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$319,493RetainedEarningBOYAmt
Retained Earning EOY$305,076RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$319,493TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$305,076TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$319,493TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$305,076TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$319,493TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,222ExcessRevenueOverExpensesAmt
Subtotal$305,271SubtotalAmt
Other Decreases$195OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$305,076TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$305,999NetVlNoncharitableAssetsYr1Amt
Adjusted Qlfy Distri Yr2$27,426AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$319,845NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08575DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,080AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$335,240NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07780DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,466AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$358,231NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07667DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,371AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$376,656NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.08329DistributionYr5Rt
Total Distribution0.323502TotalDistributionRt
Average Distribution0.064700AverageDistributionRt
Net Vl Noncharitable Assets$293,797NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,009AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$108NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,117AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$108InvestmentIncomeExciseTaxAmt
Subtotal$108SubtotalAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Tax Due$108TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DANIEL & REBECA ROSENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7149991285PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1255 SOUTH EUCLID STREETAddressLine1Txt
CityANAHEIMCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92802ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DANIEL ROSENBERG
511 SOUTH HELBERTA AVEREDONDO BEACHCA90772Trustee0.00$0
REBECA ROSENBERG
511 SOUTH HELBERTA AVEREDONDO BEACHCA90772Trustee0.00$0
DANIEL CZERNY GUAJARDO
511 SOUTH HELBERTA AVEREDONDO BEACHCA90772Trustee0.00$0
HUGO CZERNY GUAJARDO
511 SOUTH HELBERTA AVEREDONDO BEACHCA90772Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,271AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$250,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$298,271TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$298,271AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,474CashDeemedCharitableAmt
Net Vl Noncharitable Assets$293,797NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,690MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,690MinimumInvestmentReturnAmt
Tax Based On Investment Income$108TaxBasedOnInvestmentIncomeAmt
Total Tax$108TotalTaxAmt
Distributable Before Adj$14,582DistributableBeforeAdjAmt
Distributable Before Ded$14,582DistributableBeforeDedAmt
Distributable As Adjusted$14,582DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$108PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,892AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,582DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,345ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,718ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,318ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,894ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$39,275TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,582AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,418RemainingDistriFromCorpusAmt
Total Corpus$49,693TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,345ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$41,348ExcessDistriCyovToNextYrAmt
Excess From Year4$9,718ExcessFromYear4Amt
Excess From Year3$9,318ExcessFromYear3Amt
Excess From Year2$11,894ExcessFromYear2Amt
Excess From Current Year$10,418ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonTEMPLE MENORAHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11101 CAMINO REALAddressLine1Txt
CityREDONDO BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90277ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusN/ARecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLE PURPOSE OF ORGANIZATIONGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,560ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$12,571ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,571TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,783Amt
Net Investment Income$1,783NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXDesc
Amt$195Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFRANCHISE TAX BOARDDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$12,560RevenueAndExpensesPerBooksAmt
Net Investment Income$12,560NetInvestmentIncomeAmt