Liabilities / Assets
14th percentile
Higher debt load relative to assets than 14% of similar nonprofits.
Peggy and Edward Robin Family Foundation
EIN 84-2019312 • 501(c)3 • Los Angeles, CA
Profile
The peggy and edward robin family foundation support organizations giving is directed to the jewish community and the community at large.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
12th percentile
Higher debt load relative to revenue than 12% of similar nonprofits.
Net Margin
99th percentile
Higher net margin than 99% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 9.6% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$5,556,300
No earlier filing loaded for comparison.
Liabilities
$14,791
No earlier filing loaded for comparison.
Net Assets
$5,541,509
No earlier filing loaded for comparison.
Revenue
$5,561,345
No earlier filing loaded for comparison.
Expenses
$20,385
No earlier filing loaded for comparison.
Net Income
$5,540,960
No earlier filing loaded for comparison.
Trend Graphs
Filings
Most recent year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $5,556,300
- Liabilities
- $14,791
- Net assets
- $5,541,509
- Revenue
- $5,561,345
- Expenses
- $20,385
- Net income
- $5,540,960
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 3, 2019 to Dec 31, 2019
- Signed
- Oct 28, 2020
- Return Version
- 2019v5.1
- Gross Receipts
- $5,860,618
Mission and Program Overview
Mission
The peggy and edward robin family foundation support organizations giving is directed to the jewish community and the community at large.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $0 | $5,454,514 | ▲ $5,454,514 |
| Savings and Temporary Cash Investments | $0 | $98,628 | ▲ $98,628 |
| Cash and Non-Interest-Bearing Accounts | $0 | $0 | → $0 |
| Accounts Receivable | $0 | $0 | → $0 |
| Other Notes and Loans Receivable, Net | $0 | $0 | → $0 |
| Pledges and Grants Receivable | $0 | $0 | → $0 |
| Receivable From Disqualified Prsn | $0 | $0 | → $0 |
| Receivables From Officers Etc | $0 | $0 | → $0 |
| Investments Other Securities | $0 | $0 | → $0 |
| Investments Program Related | $0 | $0 | → $0 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Intangible Assets | $0 | $0 | → $0 |
| Inventories for Sale or Use | $0 | $0 | → $0 |
| Loans From Officers Directors | $0 | $0 | → $0 |
| Prepaid Expenses and Deferred Charges | $0 | $0 | → $0 |
| Total Assets | $0 | $5,556,300 | ▲ $5,556,300 |
| Other Assets Total | $0 | $3,158 | ▲ $3,158 |
| Liabilities | |||
| Other Liabilities | $0 | $14,791 | ▲ $14,791 |
| Accounts Payable and Accrued Expenses | $0 | $0 | → $0 |
| Grants Payable | $0 | $0 | → $0 |
| Mortgage Notes Payable Secured by Investment Property | $0 | $0 | → $0 |
| Unsecured Notes Loans Payable | $0 | $0 | → $0 |
| Deferred Revenue | $0 | $0 | → $0 |
| Escrow Account Liability | $0 | $0 | → $0 |
| Tax Exempt Bond Liabilities | $0 | $0 | → $0 |
| Total Liabilities | $0 | $14,791 | ▲ $14,791 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $0 | $5,541,509 | ▲ $5,541,509 |
| Net Assets With Donor Restrictions | $0 | $0 | → $0 |
| Total Net Assets Fund Balance | $0 | $5,541,509 | ▲ $5,541,509 |
| Total Liabilities and Net Assets / Fund Balance | $0 | $5,556,300 | ▲ $5,556,300 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Edward Robin | President/Director |
| Peggy Robin | Vice President/director |
| Heidi Monkarsh | Director |
| Lorin Fife | Director |
| Marvin Schotland | Secretary/director |
| Ellen Rosen | Assistant Secretary |
| David Carroll | Treasurer |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $5,500,000
- Program Service Revenue
- $0
- Investment Income
- $61,345
- Other Revenue
- $0
- All Other Contributions
- $4,000,000
- Change in Net Assets
- $5,540,960
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $12,918 |
| Other Expenses | $7,467 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $12,918 | - | - | $12,918 |
| Fees for Service Investment Mgmnt Fees | - | $5,594 | - | $5,594 |
| Insurance | - | $1,700 | - | $1,700 |
| Other Expenses | - | $173 | - | $173 |
| Total Functional Expenses | $12,918 | $7,467 | $0 | $20,385 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $0 |
| Fundraising Gross Income | $0 |
| Gaming Direct Expenses | $0 |
| Gaming Gross Income | $0 |
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Loans from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
| Receivables from Disqualified Persons | $0 | $0 | → $0 |
| Receivables from Officers, Directors, Trustees, and Key Employees | $0 | $0 | → $0 |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Due to Jewish Community Foundation | $14,791 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VII
“All compensated officers work for jewish community foundation and as such are compensated by jewish community foundation for their services. The jewish community foundation's compensation committee reviews and approves executive managers' compensation. Other directors are volunteers and as such are not compensated for their services.”
Filing and Contact Details
Filer
- Filer Name
- Peggy and Edward Robin Family Foundation
- EIN
- 84-2019312
- In Care Of
- % DAVID CARROLL
- Phone
- 3237618700
- Address
- 6505 WILSHIRE BLVD 1200, LOS ANGELES, CA 90048
Signing Officer
- Name
- David Carroll
- Title
- treasurer
- Signed
- 2020-10-28
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- David Carroll
- Formed
- 2019
- Legal Domicile
- CA
- Voting Board Members
- 5
- Independent Board Members
- 4
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Ernst & Young US Llp
- Address
- 4365 EXECUTIVE DR STE 1600, SAN DIEGO, CA 92121
- Preparer
- Jocelyne Miller
- Phone
- 8585357200
Supplemental Narrative
Additional Explanations
Family or Business Relationships
“Form 990, part vi, line 2 edward robin and peggy robin have a family relationship.”
Description of Classes of Person and the Nature of Their Rights
“Form 990, part vi, line 7 a the jewish community foundation of the jewish federation council of greater los angeles (jewish community foundation), the supported organization, has the authority to elect the majority of the governing board.”
Committee With Authority to Act on Behalf of the Governing Body
“Form 990, part vi, line 8 b the organization had no committees with authority to act on behalf of the governing body.”
Form 990 Review Process
“Form 990, part vi, line 11 b the form 990 is compiled by jewish community foundation's tax accounting firm and reviewed by the jewish community foundation accounting staff and senior vp of finance and administration before being e-mailed to the board and subsequently filed.”
Description of Process to Monitor Transactions for Conflicts of Interest
“Form 990, part vi, line 12 c the organization's written conflict of interest policy is sent to and requires officers, directors, and committee members to disclose, on an ongoing basis (e.g., annually), potential conflicts for themselves and their family members. The president/ceo and cfo of jewish community foundation, a related organization, review any disclosed conflicts and submit actual or potential conflicts to the board of the jewish community foundation for review.”
Avail of Gov Docs, Conflict of Interest Policy, & Fin Stmts to Gen Public
“Form 990, part vi, line 19 the governing documents, conflict of interest policy and financial statements are available to the public upon request.”
Form 990, Part IX, Line 1 and Schedule A, Part I
“Amounts reported on part ix, line 1 represent grants and contributions expense accrued for gaap purposes in the organization's books and records. There was no monetary support provided during the tax year and as such, schedule a, part i lists zero support.”
Form 990, Part XII, Line 2 C
“Jewish community foundation's audit committee assumes responsibility for oversight of the consolidated audit and selects an independent auditor on behalf of the foundation.”
Financial Statement Notes
Schedule D, Part X, Line 2
“Income taxes - the foundation and its support foundations are public charities and are exempt from federal income and california franchise taxes under section 501(c)(3) of the internal revenue code and corresponding california revenue and taxation code sections. The foundation and its support foundations do not have any material uncertain tax positions. The foundation and its support foundations file information organization returns in the united states federal jurisdiction and with the franchise tax board in the state of california.”
Raw XML AppendixShowing 400 of 988 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/MissionDesc | 0 | THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION SUPPORT ORGANIZATIONS GIVING IS DIRECTED TO THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE. |
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| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 14791 |
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| IRS990/PrincipalOfficerNm | 0 | DAVID CARROLL |
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| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION WHICH OPERATES UNDER THE CLOSE SUPERVISION AND CONTROL OF ITS SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF THE JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES (JCF). A MAJORITY OF THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION'S BOARD OF DIRECTORS IS DESIGNATED BY JCF. THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION PROVIDES GRANTS AND CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN FURTHERANCE OF JCF'S MISSION. THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION ONLY PROVIDES GRANTS TO PUBLIC CHARITIES AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3) AND 170(B)(1)(A) (OTHER THAN CLAUSE VII) AS STATED IN THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION'S BYLAWS. ALL GRANTS MADE ARE APPROVED BY THE BOARD OF THE PEGGY AND EDWARD ROBIN FAMILY FOUNDATION, THE MAJORITY OF DIRECTORS ARE DESIGNATED BY JCF. ALL GRANT CHECKS ARE SIGNED BY AT LEAST ONE OFFICER OF JCF. |
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| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO JEWISH COMMUNITY FOUNDATION |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | INCOME TAXES - THE FOUNDATION AND ITS SUPPORT FOUNDATIONS ARE PUBLIC CHARITIES AND ARE EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CORRESPONDING CALIFORNIA REVENUE AND TAXATION CODE SECTIONS. THE FOUNDATION AND ITS SUPPORT FOUNDATIONS DO NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FOUNDATION AND ITS SUPPORT FOUNDATIONS FILE INFORMATION ORGANIZATION RETURNS IN THE UNITED STATES FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TREASURER |
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| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
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