R S & P ZARNEGIN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- R S & P ZARNEGIN FAMILY FOUNDATION (EIN 68-0487113)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201143199349101144
- Schema version
- 2010v3.4
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T11:15:15-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALLENBROCK AND SELTZER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680487113 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R S & P ZARNEGIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RS&P | NameControl |
| Phone | 3108590860 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F BO ZARNEGIN | Name |
| Title | President | Title |
| Phone | 3108590868 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E WALLENBROCK | Name |
| Phone | 9095421040 | Phone |
| Date Prepared | 2011-11-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1227 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 37943 | ContriReceivedRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 37943 | TotalRevenueAndExpenses |
| Total Net Investment Income | 0 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2133 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 20 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 2153 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38790 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38790 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 40943 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 38790 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3000 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4227 | CashBOY |
| Cash EOY | 1227 | CashEOY |
| Cash EOYFMV | 1227 | CashEOYFMV |
| Total Assets BOY | 4227 | TotalAssetsBOY |
| Total Assets EOY | 1227 | TotalAssetsEOY |
| Total Assets EOYFMV | 1227 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4227 | RetainedEarningsBOY |
| Retained Earnings EOY | 1227 | RetainedEarningsEOY |
| Total Net Assets BOY | 4227 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1227 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4227 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1227 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4227 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3000 | ExcessOfRevenueOverExpenses |
| Subtotal | 1227 | Subtotal |
| Total Net Assets Fund Balances EOY | 1227 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 329048 | QualifyingDistributionsYear1 |
| Qualifying Distributions Year2 | 179755 | QualifyingDistributionsYear2 |
| Qualifying Distributions Year3 | 136119 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 118304 | QualifyingDistributionsYear4 |
| Qualifying Distributions Year5 | 86871 | QualifyingDistributionsYear5 |
| Net Noncharitable Assets | 2630 | NetNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 38790 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| 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 |
| 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 | true | 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 Person Name | MICHELLE ZARNEGIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3108590860 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
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 |
|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | To promote charitable and educational work. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2670 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2670 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2670 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 40 | CashDeemedCharitable |
| Net Noncharitable Assets | 2630 | NetNoncharitableAssets |
| Minimum Investment Return | 132 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 132 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 132 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 132 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 132 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 38790 | ExpensesAndContributions |
| Qualifying Distributions | 38790 | QualifyingDistributions |
| Adj Qualifying Distributions | 38790 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 132 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 86871 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 118304 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 136119 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 179656 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 328915 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 849865 | TotalExcessDistriCarryover |
| Qualifying Distributions | 38790 | QualifyingDistributions |
| Applied To Current Year | 132 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 38658 | RemainingDistriFromCorpus |
| Total Corpus | 888523 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 86871 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 801652 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 118304 | ExcessFromYear4 |
| Excess From Year3 | 136119 | ExcessFromYear3 |
| Excess From Year2 | 179656 | ExcessFromYear2 |
| Excess From Year1 | 328915 | ExcessFromYear1 |
| Excess From Current Year | 38658 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F Bo Zarnegin | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Chabad of Beverly Hills | |||||||||||
| 409 N Foothill Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $16,500 | ||||
| Chabad Hebrew School | |||||||||||
| 409 N Foothill Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $5,000 | ||||
| Chabad Tel Aviv | |||||||||||
| None | Active | To advance public education and charitable activities. | $3,000 | 16A Merkaz Baalei Melachha St | Tel Aviv | IS | 63823 | ||||
| Chabad of Topanga | |||||||||||
| 1459 Old Topanga Canyon Rd | Topanga | CA | 90290 | None | Active | To advance public education and charitable activities. | $6,500 | ||||
| Hawthorne School District | |||||||||||
| 624 N Rexford Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $2,280 | ||||
| Aaron Mishael | |||||||||||
| 409 N Foothill Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $250 | ||||
| Cheder Menachem | |||||||||||
| 1606 S La Cienega Blvd | Los Angeles | CA | 90035 | None | Active | To advance public education and charitable activities. | $1,000 | ||||
| Mushki Frankel | |||||||||||
| 409 N Foothill Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $400 | ||||
| Mussi | |||||||||||
| 409 N Foothill Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $400 | ||||
| Penina | |||||||||||
| 409 N Foothill Drive | Beverly Hills | CA | 90210 | None | Active | To advance public education and charitable activities. | $250 | ||||
| Huichol Children's Orphanage | |||||||||||
| PO Box 455 | Palo Alto | CA | 94302 | None | Active | To advance public education and charitable activities. | $200 | ||||
| World Society Animal Protection | |||||||||||
| 89 South Street Ste 201 | Boston | MA | 02111 | None | Active | To advance public education and charitable activities. | $10 | ||||
| Union Rescue Mission | |||||||||||
| 545 South San Pedro St | Los Angeles | CA | 90013 | None | Active | To advance public education and charitable activities. | $1,000 | ||||
| Los Angeles Mission | |||||||||||
| 303 E 5th Street | Los Angeles | CA | 90013 | None | Active | To advance public education and charitable activities. | $1,000 | ||||
| St Judes Children's Research Hospit | |||||||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | Active | To advance public education and charitable activities. | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38790 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 0001 | ContributorNumber |
| Contributor Name Individual | F Bo Michelle Zarnegin | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N Sierra Drive | AddressLine1 |
| City | Beverly Hills | City |
| State | CA | State |
| ZIP Code | 90210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 37943 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wallenbrock Seltzer, APC | Category |
| Amount | $2,133 | Amount |
General Explanation Attachment GeneralExplanationAttachment
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | California Secretary of State | Category |
| Amount | $20 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |