FISCHMANN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: FISCHMANN FAMILY FOUNDATION (EIN 27-3286995)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-05
IRS object ID: 201202189349100000
Schema version: 2011v1.2
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
Legal Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-05T11:03:17-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Gillis & Nathu CPAs	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	9045 Corbin 302	AddressLine1
City	Northridge	City
State	CA	State
ZIP Code	91324	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	273286995	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FISCHMANN FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FISC	NameControl
Phone	8187891999	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4849 ENCINO AVE	AddressLine1
City	ENCINO	City
State	CA	State
ZIP Code	91316	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SUSAN WEISS-FISCHMANN	Name
Title	Secretary	Title
Date Signed	2012-08-05	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	VINESH NATHU	Name
Phone	8187016738	Phone
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	27344	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Total Revenue And Expenses	0	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Legal Fees Rev And Expnss	2500	LegalFeesRevAndExpnss
Legal Fees Dsbrs Chrtbl Prps	2500	LegalFeesDsbrsChrtblPrps
Taxes Rev And Expnss	10	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	10	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	75	OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps	75	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	2585	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2585	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	414041	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	414041	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	416626	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	416626	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-416626	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	443960	CashBOY
Cash EOY	27334	CashEOY
Cash EOYFMV	27344	CashEOYFMV
Total Assets BOY	443960	TotalAssetsBOY
Total Assets EOY	27334	TotalAssetsEOY
Total Assets EOYFMV	27344	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	443960	UnrestrictedBOY
Unrestricted EOY	27334	UnrestrictedEOY
Total Net Assets BOY	443960	TotalNetAssetsBOY
Total Net Assets EOY	27334	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	443960	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	27334	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	443960	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-416626	ExcessOfRevenueOverExpenses
Subtotal	27334	Subtotal
Total Net Assets Fund Balances EOY	27334	TotalNetAssetsFundBalancesEOY

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VINESH NATHU	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8187016738	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	9045 CORBIN AVE 302	AddressLine1
City	NORTHRIDGE	City
State	CA	State
ZIP Code	91324	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
SUSAN WEISS-FISCHMANN
4849 ENCINO AVE	ENCINO	CA	91316	Secretary	5.00	0
GEORGE FISCHMANN
4849 ENCINO AVE	ENCINO	CA	91316	President	5.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	296571	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	296571	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	296571	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	4449	CashDeemedCharitable
Net Noncharitable Assets	292122	NetNoncharitableAssets
Minimum Investment Return	14606	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	14606	MinimumInvestmentReturn
Distributable Amount Before Adj	14606	DistributableAmountBeforeAdj
Distributable Amount Before Ded	14606	DistributableAmountBeforeDed
Distributable Amount As Adjusted	14606	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	416626	ExpensesAndContributions
Qualifying Distributions	416626	QualifyingDistributions
Adj Qualifying Distributions	416626	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	14606	DistributableAmountAsAdjusted
Qualifying Distributions	416626	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	14606	AppliedToCurrentYear
Remaining Distri From Corpus	402020	RemainingDistriFromCorpus
Total Corpus	402020	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	402020	ExcessDistriCyovToNextYear
Excess From Current Year	402020	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	GEORGE FISCHMANN	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ZIMMER CHILDREN MUSEUM
6505 WILSHIRE BLVD SUITE 100	LOS ANGELES	CA	90048	NON PROFIT CHARITY	N/PR	EDUCATION	$1,500
WORLD JEWISH CONGRESS FOUNDATION
501 MADISON AVENUE	NEW YORK	NY	10022	NON PROFIT CHARITY	N/PR	EDUCATION	$250
WORLD ALLIANCE FOR ISRAEL
83069 WILSHIRE BLVD SUITE 1579	BEVERLY HILLS	CA	90211	NON PROFIT CHARITY	N/PR	EDUCATION	$250
USC ATHLETICS
UNIVERSITY PARK	LOS ANGELES	CA	90089	NON PROFIT CHARITY	N/PR	SPORTS	$12,500
UNITED STATES HOLOCAUST MUSEUM
PO BOX 7022	ALBERT LEA	MN	56007	NON PROFIT CHARITY	N/PR	EDUCATION	$430
TROJAN BASKETBALL RECRUITING FUND
3400 SOUTH FIGEROA STREET	LOS ANGELES	CA	90089	NON PROFIT CHARITY	N/PR	SPORTS	$500
THE WASHINGTON INSTITUTE 4 NEAR EAS
1828 L STREET NW SUITE 1050	WASHINGTON	DC	20036	NON PROFIT CHARITY	SCHOOL	EDUCATION	$500
THE UCLA FOUNDATION
10920 WILSHIRE BLVD	LOS ANGELES	CA	90024	NON PROFIT CHARITY	N/PR	EDUCATION	$1,000
THE SPRINGFIELD JEWISH COMMUNITY CE
1160 DICKINSON STREET	SPRINGFIELD	MA	01108	NON PROFIT CHARITY	N/PR	EDUCATION	$250
THE JEWISH FEDERATION
6505 WILSHIRE BLVD SUITE 1100	LOS ANGELES	CA	90048	NON PROFIT CHARITY	N/PR	RELIGIOUS	$1,000
SWIN WITH MIKE
USC 3501 WALT WAY	LOS ANGELES	CA	90089	NON PROFIT CHARITY	N/PR	EDUCATION	$25,000
SIMON WIESENTHAL CENTER
1399 SOUTH ROXBURY DRIVE	LOS ANGELES	CA	90035	NON PROFIT CHARITY	N/PR	EDUCATION	$1,800
OAKWOOD SCHOOL
11600 MAGNOLIA BLVD	NO HOLLYWOOD	CA	91601	NON PROFIT CHARITY	N/PR	EDUCATION	$750
NEW COMMUNITY JEWISH HIGH SCHOOL
7353 VALLEY CIRCLE BLVD	WEST HILLS	CA	91304	NON PROFIT CHARITY	N/PR	EDUCATION	$110,300
MESIVTA OF LONG BEACH
205 WEST BEECH STREET	LONG BEACH	NY	11561	NON PROFIT CHARITY	N/PR	RELIGIOUS	$360
LUNG CANCER FOUNDATION OF AMERICA
15 S FRANKLIN ST	NEW ULM	MN	56072	NON PROFIT CHARITY	N/PR	RESEARCH	$1,000
LOS ANGELES JEWISH HOME
7150 TAMPA AVENUE	RESEDA	CA	91335	NON PROFIT CHARITY	N/PR	SENIOR CARE	$250
LEHOSHEET YAD-LA
1155 S BOYLE AVENUE	LOS ANGELES	CA	90023	NON PROFIT CHARITY	N/PR	EDUCATION	$1,000
JOHNS HOPKINS UNIVERSITY CTY
5801 SMITH AVE SUITE 400	BALTIMORE	MD	21209	NON PROFIT CHARITY	N/PR	EDUCATION	$500
JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREET	BALTIMORE	MD	21218	NON PROFIT CHARITY	N/PR	EDUCATION	$25,000
JEWISH FAMILY SERVICES OF LA
3580 WHILSHIRE BLVD	LOS ANGELES	CA	90010	NON PROFIT CHARITY	N/PR	EDUCATION	$500
JCC ASSOCIATION
520 EIGHTH AVE	NEW YORK	NY	10018	NON PROFIT CHARITY	N/PR	EDUCATION	$360
HILLEL
PO BOX 92994	WASHINGTON	DC	20090	NON PROFIT CHARITY	N/PR	RELIGIOUS	$345
HARVARD-WESTLAKE SCHOOL
3700 COLDWATER CNAYON	NORTH HOLLYWOOD	CA	91604	NON PROFIT CHARITY	N/PR	EDUCATION	$50,000
CHABAD OF THE HILLS
1016 ROXBURY	BEVERLY HILLS	CA	90210	NON PROFIT CHARITY	N/PR	RELIGIOUS	$1,720
CHABAD JEWISH CENTER OF WYOMING
PO BOX 9818	JACKSON	WY	83002	NON PROFIT CHARITY	N/PR	RELIGIOUS	$10,000
BET TZEDAK LEGAL SERVICES
145 SOUTH FARIFAX AVE SUITE 200	LOS ANGELES	CA	90036	NON PROFIT CHARITY	N/PR	LEGAL SVCS	$26,800
ANTI-DEFAMATION LEAGUE
10495 SANTA MONICA BLVD	LOS ANGELES	CA	90025	NON PROFIT CHARITY	N/PR	RELIGIOUS	$10,000
EXCEPTIONAL CHILDREN'S FOUNDATION
8740 WASHINGTON BLVD	CULVER CITY	CA	90232	NON PROFIT CHARITY	NON-PROF	EDUCATION	$25,000
CHABAD OF THE VALLEY
18181 BURBANK BLVD	TARZANA	CA	91356	NON PROFIT CHARITY	NON-PROF	RELIGIOUS	$49,996
ABRAHAM JOSHUA HESCHEL DAY SCHOOL
17701 DEVONSHIRE ST	NORTHRIDGE	CA	91325	NON PROFIT CHARITY	N/PROFIT	EDUCATION	$55,180

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	414041	TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$2,500	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	2500	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	BANK CHARGES	Description
Revenue And Expenses Per Books	75	RevenueAndExpensesPerBooks
Disbursements Charitable Prps	75	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FRANCHISE TAX BOARD	Category
Amount	$10	Amount
Disbursements Charitable Prps	10	DisbursementsCharitablePrps