STRATEGY STUDIO / PUBLIC DATA EXPLORER

R S & P ZARNEGIN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
R S & P ZARNEGIN FAMILY FOUNDATION (EIN 68-0487113)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-10
IRS object ID
201643159349101159
Schema version
2015v2.1
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)
Return2016-11-10T08:56:03-00:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALLENBROCK & SELTZERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11040 N SAN DIMAS CANYON RDAddressLine1Txt
CitySAN DIMASCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91773ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680487113EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1R S & P ZARNEGIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRS&PBusinessNameControlTxt
Phone3108590860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 N SIERRA DRIVEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902102644ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonF BO ZARNEGINPersonNm
Person TitlePresidentPersonTitleTxt
Phone3108590860PhoneNum
Signature2016-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES E WALLENBROCKPreparerPersonNm
Phone9095421040PhoneNum
Preparation2016-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,123FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$42,738ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,738TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,738ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,738ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,763TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,148CashBOYAmt
Cash EOY$3,123CashEOYAmt
Cash EOYFMV$3,123CashEOYFMVAmt
Total Assets BOY$3,148TotalAssetsBOYAmt
Total Assets EOY$3,123TotalAssetsEOYAmt
Total Assets EOYFMV$3,123TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,148RetainedEarningBOYAmt
Retained Earning EOY$3,123RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,148TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,123TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,148TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,123TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,148TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25ExcessRevenueOverExpensesAmt
Subtotal$3,123SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,123TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$66,060AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$57,515AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$54,650AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$260NetVlNoncharitableAssetsYr3Amt
Distribution Yr3210.192308DistributionYr3Rt
Adjusted Qlfy Distri Yr4$45,558AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,209NetVlNoncharitableAssetsYr4Amt
Distribution Yr4037.682382DistributionYr4Rt
Adjusted Qlfy Distri Yr5$38,790AdjustedQlfyDistriYr5Amt
Total Distribution247.874690TotalDistributionRt
Average Distribution049.574938AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,763QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
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 ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksMICHELLE ZARNEGINIndividualWithBooksNm
Phone3108590860PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 N SIERRA DRIVEAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902102644ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
F BO ZARNEGIN
801 N SIERRA DRBEVERLY HILLSCA902102644PRESIDENT000.00$0
MICHELLE ZARNEGIN
801 N SIERRA DRBEVERLY HILLSCA902102644SEC/TREASURER000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1To promote charitable and educational work.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,763ExpensesAndContributionsAmt
Qualifying Distributions$42,763QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,763AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$38,658ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$45,498ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,637ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$57,515ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$66,060ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$262,368TotalExcessDistributionCyovAmt
Qualifying Distributions$42,763QualifyingDistributionsAmt
Remaining Distri From Corpus$42,763RemainingDistriFromCorpusAmt
Total Corpus$305,131TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$38,658ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$266,473ExcessDistriCyovToNextYrAmt
Excess From Year4$45,498ExcessFromYear4Amt
Excess From Year3$54,637ExcessFromYear3Amt
Excess From Year2$57,515ExcessFromYear2Amt
Excess From Year1$66,060ExcessFromYear1Amt
Excess From Current Year$42,763ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerF Bo ZarneginContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CHABAD IN THE HILLS
1016 CORY AVELOS ANGELESCA90069NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$3,000
CHABAD IN THE HILLS
1016 COYY AVELOS ANGELESCA90069NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$5,000
CHABAD OF BEVERLY HILLS
409 NORTH FOOTHILL RDBEVERLYL HILLSCA90210NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$9,000
CHABAD OF NORTH BEVERLY HILLS
409 NORTH FOOTHILL RDBEVERLYL HILLSCA90210NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$3,600
HAWTHORHNE PTA
624 N REXFORD DRIVEBEVERLY HILLSCA90210NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$12,200
UNION RESCUE MISSION
545 SOUTH SAN PEDROLOS ANGELESCA90013NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$1,000
STAND WITH US
3710 ROBERTSON BLVD 205LOS ANGELESCA90034NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$100
UNIVERSITY SYNAGOGUE
3400 MICHELSON DRIRVINECA92612NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$500
CHABAD OF OLD MONTREAL
NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$500383 RUE NOTRE -DAM QUESTMONTREALCAH2Y 1T9
MOUSSIA AAKOV SHUSTERMAN
409 NORTH FOOTHILL RDBEVERLYL HILLSCA90210NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$1,000
CHILDRENS HOSPITAL LOS ANGELES
4650 SUNSET BLVD MS 29LOS ANGELESCA90027NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$300
NER ISRAEL RABBINIACAL COLLEGE
400 MOUNT WILSON LNBALTIMOREMD21208NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$180
ANGLES ON THE FRONTLINE
92 CORPORATE PARK C-150IRVINECA92606NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$914
CHABAD IN THE HILLS
1016 CORY AVELOS ANGELESCA90069NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$729
RABI MEIR BAK HANES BEITAR EILI
15 NEGBA STLAKEWOODNJ08701NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$715
CHEDER MENACHEM
1606 S LA CIENEGA BLVDLOS ANGELESCA90035NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$2,500
LOS ANGELES MISSION
303 5TH STREETLOS ANGELESCA90027NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$500
BEVERLY HILLS EDUCATION FOUNDATION
256 S LASKY DRBEVERLY HILLSCA90212NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,738TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCHARITABLE CONTRIBUTIONSDesc
Exclusion$42,738ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,738ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,738TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
F BO ZARNEGIN
1801 N SIERRA DRIVEBEVERLY HILLSCA90210$21,369Yes (X)
MICHELLE ZARNEGIN
2801 N SIERRA DRIVEBEVERLY HILLSCA90210$21,369Yes (X)

General Explanation Attachment GeneralExplanationAttachment

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
F BO ZARNEGIN
801 N SIERRA DEBEVERLY HILLSCA90210
MICHELLE ZARNEGIN
801 N SIERRA DEBEVERLY HILLSCA90210

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCalifornia Secretary of StateCategoryTxt
Amt$25Amt
Disbursements Charitable Prps$25DisbursementsCharitablePrpsAmt