HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR (EIN 20-1917833)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349103450
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T13:41:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263679892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSIVAK & JOFFE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 W OLYMPIC BLVD STE 860 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201917833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYMAN LEVINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | L'DOR V'DOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 3102745291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9460 WILSHIRE BLVD SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENA SCHECHTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102745291 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENA | PersonFirstNm |
| Person Last | SCHECHTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD POSIVAK | PreparerPersonNm |
| PTIN | P01317396 | PTIN |
| Phone | 3104737317 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,603,980 | 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 | $351,190 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $520,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $520,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$131,692 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,132,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $740,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $520,938 | 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 |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,661 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,661 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,034 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $592,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $592,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $645,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $592,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $474,852 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $148,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,144 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,943,856 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,107,001 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,577,507 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,168,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,143,269 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,864,329 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,310,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,412,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,603,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $10,310,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,412,414 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,310,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,310,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,412,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,310,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,212 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,657 | OtherIncreasesAmt |
| Subtotal | $10,412,414 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LLC | P | 2022-12-30 | 2023-12-15 | $205,752 | $223,651 | -$17,899 | -$17,899 |
| PERSHING LLC | P | 2018-06-10 | 2023-12-28 | $1,460,269 | $1,563,547 | -$103,278 | -$103,278 |
| CHARLES SCHWAB | P | 2022-12-29 | 2023-11-30 | $10,000 | $10,571 | -$571 | -$571 |
| CHARLES SCHWAB | P | 2018-05-18 | 2023-05-11 | $455,421 | $465,942 | -$10,521 | -$10,521 |
| CAPITAL GAINS DIVIDENDS | P | $577 | $577 | $577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$131,692 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,600 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,576 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,576 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,976 | OverpaymentAmt |
| Applied To ES Tax | $5,976 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | DENA SCHECHTER | IndividualWithBooksNm |
| Phone | 3102745291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9460 WILSHIRE BLVD SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| DENA SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MELDON LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY CLAVIN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ADAM PAUL LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW CLAVIN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ASHER LEV SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARA E LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL CLAVIN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH COHN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACOB C LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIEKE NEUMANN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NOAH BLUM SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $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 |
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 | $10,899,930 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $255,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,155,201 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,155,201 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,328 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,987,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,600 | TotalTaxAmt |
| Distributable Before Adj | $542,794 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $542,794 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $542,794 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $592,615 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $592,615 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $542,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $16,644 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $72,813 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $592,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $542,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,821 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $139,278 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $139,278 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,644 | ExcessFromYear3Amt |
| Excess From Year1 | $72,813 | ExcessFromYear1Amt |
| Excess From Current Year | $49,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENA SCHECHTER | ContributingManagerNm |
| Contributing Manager | MELDON LEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 1313 W 8TH STREET | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $7,500 |
| ADL | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| AMERICAN CONSTITUTION SOCIETY | |||||||
| 601 13TH ST | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DRIVE | BEL AIR | CA | 90077 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $15,000 |
| AMERICANS FOR PEACE NOW | |||||||
| 1320 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| AMERICAN UNITED FOR SEPARATION OF CHURCH AND STATE | |||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,800 |
| ARAB AMERICAN INSTITUTE | |||||||
| 1600 K STREET NW STE 601 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $9,200 |
| BAD ASS BOXES | |||||||
| 5850 CANOGA AVE STE 220 | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,500 |
| BEAU BIDEN FOUNDATION | |||||||
| PO BOX 7819 | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| BERKLEY HILLEL | |||||||
| 2736 BANCROFT WAY | BERKLEY | CA | 94704 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| BEVERLY HILLS FIREFIGHTERS ASSOCATION | |||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 |
| BRENTWOOD SCHOOL | |||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 |
| CALIFORNIA WILDLIFE CENTER | |||||||
| PO BOX 2022 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| CARE FOR THE HOMELESS | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD-STE 2416 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $20,000 |
| CENTER FOR DISCOVERY | |||||||
| PO BOX 840 | HARRIS | NY | 12742 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| CREATIVE GROWTH ART CENTER | |||||||
| 355 24TH STREET | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| CROSSROADS SCHOOL | |||||||
| 1714 21ST STREET | SANTA MONICA | CA | 90404 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 |
| DELANCY STREET FOUNDATION | |||||||
| 800 EMBARCADERO | SAN FRANCISCO | CA | 94107 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| CHABAD OF PARK CITY | |||||||
| PO BOX 681818 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $7,000 |
| CHABAD OF SOUTHERN OREGON | |||||||
| 1474 SISKIYOU BLVD | ASHLAND | OR | 97520 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 504 N ROXBURY DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| COLLEGESPRING | |||||||
| 1990 N CALIFORNIA BLVD-STE 20 | WALNUT CREEK | CA | 94596 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| COLUMBIA UNIVERSITY | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| COMMUNITY PARTNERS FOR COLLEGE MATCH | |||||||
| 1000 N ALAMEDA STREET-STE 240 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,500 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $52,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $8,500 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| EXCEPTIONAL CHILDREN'S FOUNDATION | |||||||
| 5350 MACHADO RD | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| PO BOX 19024 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| GRID ALTERNATIVES OF GREATER LOS ANGELES | |||||||
| 1338 SOUTH FLOWER STREET | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,500 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| HARVARD LAW SCHOOL ANNUAL FUND | |||||||
| PO BOX 412840 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| HILLEL AT UCLA | |||||||
| 574 HIGARD AVE | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| ISRAEL POLICY FORUM | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| INNER CITY LAW CENTER | |||||||
| 1309 EAST SEVENTH STREET | LOS ANGELES | CA | 90021 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| JANE GOODALL INSTITUTE USA | |||||||
| 1120 20TH ST NW-STE 520S | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| LEONARD BEERMAN FOUNDATION | |||||||
| 312 SOUTH CANYON VIEW DR | LOS ANGELES | CA | 90049 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 |
| JEWISH FAMILY SERVICES | |||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $40,640 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVE | ROCKVILLE | NY | 11570 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $50,000 |
| JUDJ | |||||||
| 4659 BALBOA AVE | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| JEWISH WORLD WATCH | |||||||
| 5551 BALBOA BLVD | ENCINO | CA | 91316 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,800 |
| KINDERUSA | |||||||
| PO BOX 224846 | DALLAS | TX | 75222 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $12,500 |
| KEHILAT ISRAEL | |||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| KUSC | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 |
| LOS ANGELES CONSERVATION CORPS | |||||||
| PO BOX 861658 | LOS ANGELES | CA | 90086 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| LAURENCE SCHOOL | |||||||
| 13639 VICTORY BLVD | VALLEY GLEN | CA | 91401 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $25,000 |
| LOUIS BRANDEIS CENTER | |||||||
| 1717 PENNSYLVANIA | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| MOVEMENT EXCHANGE | |||||||
| PO BOX 3645 | HALF MOON BAY | CA | 94019 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| MUSLIM PUBLIC AFFAIRS COUNCIL FOUNDATION | |||||||
| 5930 N FIGUEROA STREET | LOS ANGELES | CA | 90042 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $30,000 |
| NEWS LITERACY PROJECT | |||||||
| 5335 WISCONSIN AVE NW-STE 440 | WASHINGTON | DC | 20015 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| NIAD ART CENTER | |||||||
| PO BOX 1870 | RICHMOND | CA | 94802 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| ORT AMERICA | |||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA ST STE 450 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $17,500 |
| PHASE ONE | |||||||
| 256 26TH STREET-STE 201 | SANTA MONICA | CA | 90402 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $6,000 |
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||
| PO BOX 740528 | LOS ANGELES | CA | 90074 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| SAINT ANDREW RUSSIAN GREEK CATHOLIC CHURCH | |||||||
| 538 CONCORD STREET | EL SEGUNDO | CA | 90245 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| SECOND NURTURE | |||||||
| PO BOX 22433 | SAN FRANCISCO | CA | 94122 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92853 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| SHARE OUR STRENGTH | |||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $7,500 |
| SIXTH & I SYNAGOGUE INC | |||||||
| 600 I STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| SHINNERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| STANFORD JEWISH CENTER | |||||||
| 1289 COLLEGE AVE | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $6,000 |
| SUPERKID POWER INC | |||||||
| PO BOX 1201 | ASHLAND | OR | 97520 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 |
| TEMPLE ISAIAH | |||||||
| 10345 WEST PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $6,750 |
| THE DOE FUND | |||||||
| 232 E 84TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| THE FORWARD | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $25,000 |
| THE MARSHALL PROJECT | |||||||
| 156 W 56TH ST | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| UNITE A NATION | |||||||
| 5349 CRENSHAW BLVD | LOS ANGELES | CA | 90043 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| T'RUAH | |||||||
| 266 W 37TH ST STE 803 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| UC BERKLEY FOUNDATION | |||||||
| 2607 HEARST AVE | BERKLEY | CA | 94720 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 |
| UCLA FOUNDATION | |||||||
| PO BOX 24044 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3502 WATT WAY STE 232 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 |
| VISTA DEL MAR | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $6,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $50,000 |
| WOMEN'S CENTER FOR CREATIVE WORK | |||||||
| 1800 S BRAND AVE-STE 111 | GLENDALE | CA | 91204 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 |
| WOMEN'S GUILD CEDAR SINAI | |||||||
| 407 NORTH MAPLE DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $592,190 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520,938 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$131,692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $389,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $389,246 | 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 (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DENA AND IRV SCHECHTER | |||||||
| 1 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $40,040 | Yes (X) | |
| BOB LEVINE | |||||||
| 2 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $14,000 | Yes (X) | |
| NANCY CLAVIN | |||||||
| 3 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $15,000 | Yes (X) | |
| SID B LEVINE TRUST | |||||||
| 4 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $141,667 | Yes (X) | |
| MAX A LEVINE TRUST | |||||||
| 5 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $83,303 | Yes (X) | |
| MIEKE AND SPENCER NEUMANN | |||||||
| 6 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $30,565 | Yes (X) | |
| ADAM LEVINE | |||||||
| 7 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $1,849 | Yes (X) | |
| MEL LEVINE | |||||||
| 8 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $10,066 | Yes (X) | |
| JOSH AND SARI SCHECHTER | |||||||
| 9 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $2,000 | Yes (X) | |
| THE SCHECTER FIRM | |||||||
| 10 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $7,000 | Yes (X) | |
| MARC SID LIMITED | |||||||
| 11 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $2,500 | Yes (X) | |
| ANDREW CLAVIN | |||||||
| 12 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $1,200 | Yes (X) | |
| DANIEL CLAVIN | |||||||
| 13 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $1,000 | Yes (X) | |
| ELIZABETH COHN | |||||||
| 14 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $1,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 455 SHS ROYAL BANK OF CANADA | $40,040 | 2023-11-17 |
| 6 | 30 SHS META PLATFORMS INC, 28 SHS MICROSOFT, 160 SHS UBER TECH | $30,565 | 2023-12-20 |
| 8 | 109 SHS ROYAL BANK OF CANADA | $10,066 | 2023-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITIES | StockNm |
| EOY Book Value | $5,143,269 | EOYBookValueAmt |
| EOYFMV | $6,864,329 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,107,001 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,577,507 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISRAEL BOND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $50,000 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX BASIS ADJUST | Desc |
| Amt | $6,657 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $45,366 | $45,366 | $0 |
| BANK CHARGES | $295 | $295 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $6,323 | $0 | $0 |
| REGISTRATION FEE | $200 | $0 | $0 |