R S & P ZARNEGIN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- R S & P ZARNEGIN FAMILY FOUNDATION (EIN 68-0487113)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201423219349102992
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T12:50:58-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLENBROCK AND SELTZER | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 N SAN DIMAS CANYON RD | AddressLine1 |
| City | SAN DIMAS | City |
| State | CA | State |
| ZIP Code | 91773 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680487113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R S & P ZARNEGIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RS&P | BusinessNameControlTxt |
| Phone | 3108590860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N SIERRA DRIVE | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902102644 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F BO ZARNEGIN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E WALLENBROCK | PreparerPersonNm |
| Phone | 9095421040 | PhoneNum |
| Preparation | 2014-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $910 | 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 | $58,547 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $364 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $264 | CashBOYAmt |
| Cash EOY | $910 | CashEOYAmt |
| Cash EOYFMV | $910 | CashEOYFMVAmt |
| Total Assets BOY | $264 | TotalAssetsBOYAmt |
| Total Assets EOY | $910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $910 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $910 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $646 | ExcessRevenueOverExpensesAmt |
| Subtotal | $910 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $910 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 210.192308 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,558 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,209 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 037.682382 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,790 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $329,048 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $179,755 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 247.874690 | TotalDistributionRt |
| Average Distribution | 049.574938 | AverageDistributionRt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MICHELLE ZARNEGIN | IndividualWithBooksNm |
| Phone | 3108590860 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N SIERRA DRIVE | AddressLine1 |
| City | BEVERLY HILLS | City |
| State | CA | State |
| ZIP Code | 902102644 | ZIPCode |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| F BO ZARNEGIN | ||||||
| 801 N SIERRA DR | BEVERLY HILLS | CA | 902102644 | PRESIDENT | 000.00 | $0 |
| MICHELLE ZARNEGIN | ||||||
| 801 N SIERRA DR | BEVERLY HILLS | CA | 902102644 | SEC/TREASURER | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To promote charitable and educational work. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,515 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,515 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $179,656 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $328,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $38,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,498 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,637 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $647,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,515 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $57,515 | RemainingDistriFromCorpusAmt |
| Total Corpus | $704,879 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $179,656 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $525,223 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $328,915 | ExcessFromYear4Amt |
| Excess From Year3 | $38,658 | ExcessFromYear3Amt |
| Excess From Year2 | $45,498 | ExcessFromYear2Amt |
| Excess From Year1 | $54,637 | ExcessFromYear1Amt |
| Excess From Current Year | $57,515 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F Bo Zarnegin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHABAD OF NOTTH BEVERLY HILLS | |||||||||||
| 409 N FOOTHILL DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $10,000 | ||||
| CHABAD OF TEL AVIV | |||||||||||
| NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $10,000 | 16a MERKAZ BAALEY MELCHA ST | TEL AVIV | IS | 63823 | ||||
| CHABAD OF TOPANGA | |||||||||||
| 1459 OLD TOPANGA CANYON ROAD | TOPANGA | CA | 90290 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $7,000 | ||||
| CHABAD IN THE HILLS | |||||||||||
| 1016 CORY AVE | LOS ANGELS | CA | 90069 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $4,600 | ||||
| RABBI MENDEL & AIDIE SHUSTERMAN | |||||||||||
| 409 N FOOTHILL DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $10,000 | ||||
| BIKUR CHOLIM OF PALM SPRINGS | |||||||||||
| PO BOX 2934 | PALM SPRINGS | CA | 92263 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $20 | ||||
| WORLD CHILDREN INTERNATIONAL | |||||||||||
| PO BOX 2708 | CORVALIS | OR | 97339 | NONE | NC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $1,000 | ||||
| HAWTHORNE SCHOOL DISTRICT | |||||||||||
| 624 N REXFORD DREIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $10,795 | ||||
| AMEIRCAN CANCER SOCIETY | |||||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $100 | ||||
| LOS ANGELES MISSION | |||||||||||
| 303 5TH STREET | LOS ANGELES | CA | 90013 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $2,000 | ||||
| CHILDRENS HOSPITAL - LA | |||||||||||
| 4650 SUNSET BLVD MS29 | LOS ANGELES | CA | 90027 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $1,000 | ||||
| OTHER CONTRIBUTIONS | |||||||||||
| 801 N SIERRA DR | BEVERLY HILLS | CA | 90210 | NONE | PC | TO ADVANCE PUBLIC EDUCATION CHARITABLE ACTIVITIES | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,515 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
General Explanation Attachment GeneralExplanationAttachment
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $215 |
| OFFICE SUPPLIES | $149 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| F BO ZARNEGIN | |||
| 801 N SIERRA DE | BEVERLY HILLS | CA | 90210 |
| MICHELLE ZARNEGIN | |||
| 801 N SIERRA DE | BEVERLY HILLS | CA | 90210 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | California Secretary of State | CategoryTxt |
| Amt | $25 | Amt |