STRATEGY STUDIO / PUBLIC DATA EXPLORER

R S & P ZARNEGIN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
R S & P ZARNEGIN FAMILY FOUNDATION (EIN 68-0487113)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-10
IRS object ID
201503149349100795
Schema version
2014v5.0
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)
Return2015-11-10T06:49:44-00:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES E WALLENBROCKPreparerPersonNm
Phone9095421040PhoneNum
Preparation2015-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,148FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$68,295ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,298TotalRevAndExpnssAmt
Total Net Invst Incm$3TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$20OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$20OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$45TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$66,015ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$66,015ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,060TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$66,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,238ExcessRevenueOverExpensesAmt
Net Investment Income$3NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$910CashBOYAmt
Cash EOY$3,148CashEOYAmt
Cash EOYFMV$3,148CashEOYFMVAmt
Total Assets BOY$910TotalAssetsBOYAmt
Total Assets EOY$3,148TotalAssetsEOYAmt
Total Assets EOYFMV$3,148TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$910RetainedEarningBOYAmt
Retained Earning EOY$3,148RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$910TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,148TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$910TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,148TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$910TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,238ExcessRevenueOverExpensesAmt
Subtotal$3,148SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,148TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$57,515AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$54,650AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$260NetVlNoncharitableAssetsYr2Amt
Distribution Yr2210.192308DistributionYr2Rt
Adjusted Qlfy Distri Yr3$45,558AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,209NetVlNoncharitableAssetsYr3Amt
Distribution Yr3037.682382DistributionYr3Rt
Adjusted Qlfy Distri Yr4$38,790AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$329,048AdjustedQlfyDistriYr5Amt
Total Distribution247.874690TotalDistributionRt
Average Distribution049.574938AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$66,060QualifyingDistributionsAmt

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$66,060ExpensesAndContributionsAmt
Qualifying Distributions$66,060QualifyingDistributionsAmt
Adjusted Qualifying Distri$66,060AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$328,915ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,658ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$45,498ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,637ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,515ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$525,223TotalExcessDistributionCyovAmt
Qualifying Distributions$66,060QualifyingDistributionsAmt
Remaining Distri From Corpus$66,060RemainingDistriFromCorpusAmt
Total Corpus$591,283TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$328,915ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$262,368ExcessDistriCyovToNextYrAmt
Excess From Year4$38,658ExcessFromYear4Amt
Excess From Year3$45,498ExcessFromYear3Amt
Excess From Year2$54,637ExcessFromYear2Amt
Excess From Year1$57,515ExcessFromYear1Amt
Excess From Current Year$66,060ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CHABAD NORTH BEVERLY HILLS
409 N FOOTHILL RDBEVERLY HILLSCA90210NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$26,000
CHABAD TOPANGA
1459 OLD TOPANGA CANYON ROATTOPAGACA90290NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$10,000
CHABAD HEBREW SCHOOL
1016 CORY AVELOS ANGELESCA90069NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$5,000
CHABAD IN THE HILLS
1016 CORY AVELOS ANGELESCA90069NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$5,000
CHABAD TEL AVIV
NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$10,00016a MERK AZ BA ALEY MELCHA STTEL AVIVIS63823
HAWTHORNE PTA
624 N REXFORD DRIVEBEVERLY HILLSCA90210NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$6,065
KPFK PACIFICA FOUNDATON
3916 SEPULVEDA BLVDCULVER CITYCA90230NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$50
UNION RESCUE MISSION
545 SOUTH SAN PEDROLOS ANGELESCA90013NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$900
WORLD CHILDREN
PO BOX 2708CORVALISOR97339NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$1,000
LOS ANGLES MISSION
303 5TH STREETLOS ANGELESCA90027NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$1,000
JEWISH LEARNING INSTITUTE
8570 WILSHIRE BLVD 210BEVERLY HILLSCA90211NONEPCTO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$66,015TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3UnrelatedBusinessTaxblIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCHARITABLE CONTRIBUTIONSDesc
Exclusion$68,295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3UnrelatedBusinessTaxblIncmAmt
Exclusion$68,295ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,298TotalIncomeProducingActyAmt

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$33,030Yes (X)
MICHELLE ZARNEGIN
2801 N SIERRA DRIVEBEVERLY HILLSCA90210$33,030Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

General Explanation Attachment GeneralExplanationAttachment

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA SECRETARY OF STATECategoryTxt
Amt$20Amt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

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