SERVICE STATION FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SERVICE STATION FOUNDATION (EIN 52-2281012)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-26
- IRS object ID
- 201532999349100103
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T11:12:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263694182 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE MONETARY MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522281012 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHERNIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 2124765555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O EMM 220 EAST 42ND ST 32ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN CHERNIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124765555 | PhoneNum |
| Signature | 2015-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN STEINSAPIR | PreparerPersonNm |
| PTIN | P00182426 | PTIN |
| Phone | 2124765555 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $638,731 | 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 | $517,665 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $391,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $545,088 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $391,935 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $911,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,348 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $545,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $361,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,348 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,191 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13 | AcctRcvblAmt |
| Acct Rcvbl BOY | $19 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $1,060 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $2,900 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $2,900 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $153,151 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $288,335 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $514,627 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $284,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $638,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $284,358 | RetainedEarningBOYAmt |
| Retained Earning EOY | $416,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $284,358 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $416,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $284,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $416,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $284,358 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $361,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $645,684 | SubtotalAmt |
| Other Decreases | $229,245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $416,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6,100 SHS AMERICAN EXPRESS | P | 2009-06-04 | 2014-01-23 | $545,075 | $153,153 | $391,922 | $391,922 |
| JPM MULTI MGR SM CAP GRWTH FD | P | 2014-05-09 | $11 | $11 | $11 | ||
| JPM MULTI MGR SM CAP VALUE FD | P | 2014-05-09 | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $391,935 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $381,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $429,634 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.888722 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,070,403 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $244,277 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.381923 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,197,124 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $693,051 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.727325 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $693,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,664,057 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.416867 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $223,769 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $190,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.176407 | DistributionYr5Rt |
| Total Distribution | 8.591244 | TotalDistributionRt |
| Average Distribution | 1.718249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $358,798 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $616,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,933 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $620,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $545,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,644 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,644 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,777 | OverpaymentAmt |
| Applied To ES Tax | $4,777 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EXECUTIVE MONETARY MGMT LLC | IndividualWithBooksNm |
| Phone | 2124765555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND ST 32ND FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PETER CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| JOHN CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| DAVID CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARGARET CHERNIN | ||||||||
| 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,665 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $364,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $364,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $358,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,867 | TotalTaxAmt |
| Distributable Before Adj | $10,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $545,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $545,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $545,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $215,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $610,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,147,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,062,443 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $362,859 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,399,147 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $545,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $535,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,934,674 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $215,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,718,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $610,518 | ExcessFromYear4Amt |
| Excess From Year3 | $1,147,473 | ExcessFromYear3Amt |
| Excess From Year2 | $1,062,443 | ExcessFromYear2Amt |
| Excess From Year1 | $362,859 | ExcessFromYear1Amt |
| Excess From Current Year | $535,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEGAN CHERNIN | ContributingManagerNm |
| Contributing Manager | PETER CHERNIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LA'S PROMISE | |||||||
| 1035 S GRAND STREET 2ND FL | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $50,000 |
| FRIENDS OF THE GLOBAL FIGHT AGAINST AIDS TUBERCULOSIS AND MALARIA | |||||||
| 1730 RHODE ISLAND NW SUITE 912 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $25,000 |
| MALARIA NO MORE | |||||||
| 423 PARK AVENUE SOUTH 4TH FL | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $250,000 |
| FUFILLMENT FUND EMPOWERING YOUTH THROUGH EDUCATION | |||||||
| 6100 WILSHIRE BOULEVARD SUITE 600 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $25,000 |
| A-T CHILDREN'S PROJECT | |||||||
| 5300 WEST HILLSBORO BLVD SUITE 105 | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $2,000 |
| CITY YEAR | |||||||
| 606 S OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $10,000 |
| US DEPARTMENT OF STATE FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES | |||||||
| 2201 C STREET NW | WASHINGTON | DC | 20520 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $20,000 |
| THE GABRIELLA FOUNDATION | |||||||
| 639 S COMMONWEALTH AVE SUITE B100 | LOS ANGELES | CA | 90005 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $5,000 |
| COLLEGE SPRING | |||||||
| 800 S FIGUEROA STREET SUITE 760 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $5,000 |
| PARTNERSHIP FOR LOS ANGELES SCHOOLS | |||||||
| 1541 WILSHIRE BLVD SUITE 200 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $4,600 |
| PMC JIMMY FUND | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $1,000 |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1148 | VINEYARD | MA | 02568 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $500 |
| LA'S PROMISE | |||||||
| PO BOX 151627 | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $47,500 |
| THE J PAUL GETTY TRUST | |||||||
| 1200 GETTY CENTER DRIVE SUITE 400 | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | FOR CHARITABLE PURPOSES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $391,935 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $393,384 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,384 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PETER AND MEGAN CHERNIN | |||||||
| 1 | 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | $517,580 | Yes (X) | |
| PETER AND MEGAN CHERNIN | |||||||
| 2 | 2327 LA MESA DRIVE | SANTA MONICA | CA | 90402 | $85 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $517,580 | FairMarketValueAmt |
| Received | 2014-12-29 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASBURY AUTOMOTIVE | AT COST | $38,587 | $60,736 |
| ASHLAND INC | AT COST | $25,468 | $38,922 |
| CANADIAN PACIFIC RAILWAY LTD | AT COST | $27,725 | $48,172 |
| CME GROUP INC | AT COST | $21,401 | $35,460 |
| DELTA AIRLINES INC | AT COST | $23,035 | $61,487 |
| DUNKIN BRANDS GROUP INC | AT COST | $18,997 | $27,722 |
| GENERAL GROWTH PROPERTIES INC | AT COST | $24,739 | $45,856 |
| HOME DEPOT INC | AT COST | $21,141 | $52,485 |
| NEWELL RUBBERMAID INC | AT COST | $27,046 | $45,708 |
| SBA COMMUNICATIONS CORP | AT COST | $28,248 | $44,304 |
| TRACTOR SUPPLY COMPANY | AT COST | $6,878 | $11,823 |
| VISA INC | AT COST | $25,070 | $41,952 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN BOOK VALUE AND MARKET VALUE OF SECURITIES RECEIVED | Desc |
| Amt | $229,245 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $500 | $0 | $0 |
| LEGAL FEES | $625 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MEGAN CHERNIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2327 LA MESA DRIVE | AddressLine1Txt |
| City | SANTA MONICA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90402 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |