THE LEVER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LEVER FAMILY FOUNDATION (EIN 80-0010623)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-18
- IRS object ID
- 202130779349100603
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-18T08:54:18-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260852635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN M EPSTEIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12550 STONE HILL ROAD | AddressLine1Txt |
| City | GUTHRIE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73044 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800010623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEVER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVE | BusinessNameControlTxt |
| Phone | 7149642635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17412 VENTURA BLVD 212 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC LEVER | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2021-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERIC | PersonFirstNm |
| Person Last | LEVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ken Epstein | PreparerPersonNm |
| PTIN | P00013753 | PTIN |
| Phone | 8189686870 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $12,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $5,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,626 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,511 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $29,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,626 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,537 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,822 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,315 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,005 | CashBOYAmt |
| Cash EOY | $36,035 | CashEOYAmt |
| Corporate Stock BOY | $349,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $385,529 | CorporateStockEOYAmt |
| Total Assets BOY | $420,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $421,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $420,249 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $420,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $421,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $420,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $421,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $420,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,315 | ExcessRevenueOverExpensesAmt |
| Subtotal | $421,564 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $421,564 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 41 CONCHO RES INC | P | 2019-12-17 | 2020-04-09 | $2,040 | $3,332 | -$1,292 | -$1,292 |
| 5.6 VONTIER CORP | P | 2020-04-09 | 2020-11-05 | $162 | $126 | $36 | $36 |
| 37 ACTIVISION BLIZZARD INC | P | 2015-10-30 | 2020-04-09 | $2,239 | $1,369 | $870 | $870 |
| 1 AMAZON COM INC | P | 2011-03-01 | 2020-07-16 | $3,019 | $170 | $2,849 | $2,849 |
| 45 AMERICAN INTL GRP | P | 2015-10-30 | 2020-04-09 | $1,179 | $2,847 | -$1,668 | -$1,668 |
| 3 AMERICAN TOWER CORP | P | 2012-07-13 | 2020-04-09 | $769 | $216 | $553 | $553 |
| 20 AMERICAN WATER WKS | P | 2011-03-01 | 2020-04-09 | $2,581 | $550 | $2,031 | $2,031 |
| 52 BAKER HUGHES CO | P | 2018-11-29 | 2020-04-09 | $634 | $1,203 | -$569 | -$569 |
| 19 BOEING CO | P | 2016-01-27 | 2020-04-23 | $2,662 | $2,226 | $436 | $436 |
| 70 CISCO SYS | P | 2018-02-15 | 2020-11-12 | $2,734 | $3,090 | -$356 | -$356 |
| 29 GILEAD SCIENCES | P | 2016-08-19 | 2020-04-09 | $2,130 | $2,169 | -$39 | -$39 |
| 38 HESS CORP | P | 2017-08-03 | 2020-04-09 | $1,478 | $1,670 | -$192 | -$192 |
| 48 INTEL CORP | P | 2019-02-13 | 2020-11-12 | $2,147 | $2,440 | -$293 | -$293 |
| 4 JP MORGAN CHASE | P | 2011-04-26 | 2020-04-09 | $405 | $181 | $224 | $224 |
| 13 LAUDER ESTEE CO | P | 2015-05-13 | 2020-04-09 | $2,135 | $1,138 | $997 | $997 |
| 34 M&T BK CORP | P | 2015-05-13 | 2020-04-09 | $3,794 | $4,142 | -$348 | -$348 |
| 5 NIKE INC | P | 2011-08-29 | 2020-04-09 | $430 | $218 | $212 | $212 |
| 58 PFIZER INC | P | 2012-10-22 | 2020-04-09 | $2,055 | $1,481 | $574 | $574 |
| 61 SCHWAB CHARLES CORP | P | 2016-08-19 | 2020-04-09 | $2,212 | $1,864 | $348 | $348 |
| 1 SHERWIN WILLIAMS | P | 2017-02-23 | 2020-04-09 | $501 | $311 | $190 | $190 |
| 70 SYNCHRONY FINANCIAL | P | 2015-05-13 | 2020-04-09 | $1,223 | $1,907 | -$684 | -$684 |
| 10 3M CO | P | 2012-02-29 | 2020-04-09 | $1,477 | $877 | $600 | $600 |
| 23.6 VONTIER CORP | P | 2015-10-30 | 2020-11-05 | $682 | $443 | $239 | $239 |
| 12 ALLERGAN PLC | P | 2016-12-06 | 2020-04-09 | $2,183 | $2,690 | -$507 | -$507 |
| 14 JP MORGAN CHASE | P | 2008-05-15 | 2020-04-09 | $1,416 | $653 | $763 | $763 |
| 11 3M CO | P | 2010-10-05 | 2020-04-09 | $1,625 | $973 | $652 | $652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,626 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,256 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78 | SubtotalAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $78 | TaxDueAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC LEVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18356 SANTA STEPHANA CIRCLE | AddressLine1Txt |
| City | FOUNTAIN VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Chairman | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | SEE ATTACHED | ServiceTypeTxt |
| Compensation | $4,506 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable Before Adj | $78 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,925 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $362,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $22,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $384,575 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $310,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,925 | ExcessFromYear4Amt |
| Excess From Year3 | $66,400 | ExcessFromYear3Amt |
| Excess From Year2 | $62,300 | ExcessFromYear2Amt |
| Excess From Year1 | $77,150 | ExcessFromYear1Amt |
| Excess From Current Year | $22,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC LEVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION & FAMILY SVCS OF OC | ||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PROGRAM SUPPORT | $250 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PROGRAM SUPPORT | $500 |
| STANFORD UNIVERSITYSCHOOL OF MEDICINE | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PROGRAM SUPPORT | $1,000 |
| COVENANT HOUSE CALIFORNIA | ||||||
| 1325 N WESTERN AVENUE | HOLLYWOOD | CA | 90027 | NONE | PROGRAM SUPPORT | $500 |
| UC BERKELEY | ||||||
| 2080 ADDISON ST STE 4200 | BERKELEY | CA | 94720 | NONE | PROGRAM SUPPORT | $500 |
| JEWISH EDUCATIONAL TRADE SCHOOL | ||||||
| 16601 RINALDI STREET | GRANADA HILLS | CA | 91344 | NONE | GENERAL PROGRAM SUPPORT | $10,000 |
| MARCH OF DIMES | ||||||
| PO BOX 514419 | LOS ANGELES | CA | 90051 | NONE | PROGRAM SUPPORT | $500 |
| 49ER FOUNDATION | ||||||
| 6300 EAST STATE UNIVERSITY STE 332 | LONG BEACH | CA | 90815 | NONE | DEANS SCHOLARSHIP | $500 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PROGRAM SUPPORT | $100 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PROGRAM SUPPORT | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PROGRAM SUPPORT | $1,000 |
| GUIDING EYES FOR THE BLIND | ||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PROGRAM SUPPORT | $100 |
| CARE USA | ||||||
| 13101 W WASHINGTON BLVD 133 | LOS ANGELES | CA | 90066 | NONE | PROGRAM SUPPORT | $250 |
| LA MISSION | ||||||
| 303 E 5TH ST | LOS ANGELES | CA | 90013 | NONE | PROGRAM SUPPORT | $100 |
| OC RESCUE MISSION | ||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PROGRAM SUPPORT | $100 |
| CHABAD OF CALIFORNIA | ||||||
| 741 GAYLEY AVE | LOS ANGELES | CA | 90024 | NONE | PROGRAM SUPPORT | $250 |
| ASPCA | ||||||
| 1850 W 60TH ST | LOS ANGELES | CA | 90047 | NONE | PROGRAM SUPPORT | $100 |
| FEEDING AMERICA | ||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PROGRAM SUPPORT | $1,000 |
| HONORBOUND FOUNDATION | ||||||
| PO BOX 2465 | DARIEN | CT | 06820 | NONE | PROGRAM SUPPORT | $500 |
| JEWISH FAMILY SERVICES | ||||||
| 3580 WILSHIRE BLVD SUITE 700 | LOS ANGELES | CA | 90010 | NONE | PROGRAM SUPPORT | $500 |
| LEGAL AID FOUNDATION LOS ANGELES | ||||||
| 601 PACIFIC AVE | LONG BEACH | CA | 90802 | NONE | PROGRAM SUPPORT | $500 |
| LOS ANGELES REGIONAL FOOD BANK | ||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PROGRAM SUPPORT | $500 |
| MEALS ON WHEELS | ||||||
| 1200 N KNOLLWOOD CIR | ANAHEIM | CA | 92801 | NONE | PROGRAM SUPPORT | $500 |
| SAVE THE CHILDREN FEDERATION | ||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PROGRAM SUPPORT | $250 |
| ST VINCENT MEALS ON WHEELS | ||||||
| 2303 MIRAMAR STREET | LOS ANGELES | CA | 90057 | NONE | PROGRAM SUPPORT | $500 |
| STEP UP ON SECOND | ||||||
| 1328 SECOND STREET | SANTA MONICA | CA | 90401 | NONE | PROGRAM SUPPORT | $500 |
| US VETS | ||||||
| 800 W 6TH STREET SUITE 1505 | LOS ANGELES | CA | 90017 | NONE | PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,511 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,626 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,511 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,626 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,137 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FEDERAL EXCISE TAX REFUND | -$969 |
| MANAGEMENT FEES | $4,506 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $11,511 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FRANCHISE TAX BOARD | $10 |
| REGISTRY OF CHARITABLE TRUSTS | $25 |