ABNER LEVY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ABNER LEVY FOUNDATION (EIN 20-1824387)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-23
- IRS object ID
- 202001759349100025
- Schema version
- 2019v5.1
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-23T17:34:49-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BOULEVARD 7TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243783 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201824387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABNER LEVY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABNE | BusinessNameControlTxt |
| Phone | 8189992828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 W COCHRAN ST | AddressLine1Txt |
| City | SIMI VALLEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIE SARRAF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189992828 | PhoneNum |
| Signature | 2020-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CUPINGOOD | PreparerPersonNm |
| PTIN | P00244344 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2020-06-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 206.169.119.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-15 | IPDt |
| IP Tm | 13:36:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A6E9E8D250E7FC7603C5591A5F37D6D94149F84 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 29EAA8F615075DC9C18AA278EB2E105F29C153E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,966,312 | 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 | $115,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $443 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,285 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,859 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,317,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,859 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,587 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,209 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,174 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,069 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,767 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,577 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,344 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,099 | CashBOYAmt |
| Cash EOY | $1,104 | CashEOYAmt |
| Cash EOYFMV | $1,104 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,876 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,435,649 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,527,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,811,332 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,533,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,682,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,966,312 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $16,051 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,051 | 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 | $1,533,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,666,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,533,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,533,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,682,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,533,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,577 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,809 | OtherIncreasesAmt |
| Subtotal | $1,666,430 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,666,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH 02201 | P | 2019-01-18 | 2019-12-31 | $1,123,639 | $1,063,427 | $60,212 | $60,212 |
| MERRILL LYNCH 02201 | P | 2015-01-01 | 2019-12-31 | $193,517 | $137,870 | $55,647 | $55,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,859 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,937 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,747,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013128 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,301 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,558,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,192 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,396,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.006581 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,832 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,527,092 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025429 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,084 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,433,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020981 | DistributionYr5Rt |
| Total Distribution | 0.088764 | TotalDistributionRt |
| Average Distribution | 0.017753 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,786,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,718 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,991 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,767 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,012 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,012 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $739 | OverpaymentAmt |
| Applied To ES Tax | $739 | 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 | JESSE PALAGANAS | IndividualWithBooksNm |
| Phone | 8189992828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6636 VARIEL AVENUE | AddressLine1Txt |
| City | CANOGA PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91303 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID SARRAF | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| NATALIE SARRAF | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | CFO | 2.00 | $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 | $1,716,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,548 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,813,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,813,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,786,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,273 | TotalTaxAmt |
| Distributable Before Adj | $88,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,767 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $150,767 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,273 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $149,494 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,901 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Total For Prior Years | $53,504 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,767 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,901 | AppliedToYear1Amt |
| Applied To Prior Years | $53,504 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $77,696 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SARRAF | ContributingManagerNm |
| Contributing Manager | NATALIE SARRAF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A LIVING TRIBUTE | ||||||||
| 500 WEST PUTNAM AVE STE 400 | GREENWICH | CT | 06830 | NONE | EXEMPT | GENERAL | $200 | |
| AMERICAN ASSOCIATES BEN-GURION UNIVERSITY OF THE NEGEV | ||||||||
| PO BOX 170305 | MILWAUKEE | WI | 532179962 | NONE | EXEMPT | GENERAL | $30 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 7899 | SAN FRANCISCO | CA | 941207899 | NONE | EXEMPT | GENERAL | $75 | |
| AMERICAN FRIENDS OF CECI ( CITIZENS EMPOWERMENT CENTER IN ISRAEL) | ||||||||
| 9420 WILSHIRE BLVD SUITE 400 | BEVERLY HILLS | CA | 90212 | NONE | EXEMPT | GENERAL | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 78851 | PHOENIX | AZ | 850628851 | NONE | EXEMPT | GENERAL | $26 | |
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||||
| PO BOX 97167 | WASHINGTON | DC | 200907167 | NONE | EXEMPT | GENERAL | $26 | |
| AMERICAN KIDNEY FUND | ||||||||
| PO BOX 11038 | LEWISTON | ME | 042439408 | NONE | EXEMPT | GENERAL | $52 | |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||||
| PO BOX 97216 | WASHINGTON | DC | 200907216 | NONE | EXEMPT | GENERAL | $26 | |
| BUILDING HOME FOR HEROES | ||||||||
| 4584 AUSTIN BLVD | ISLAND PARK | NY | 11558 | NONE | EXEMPT | GENERAL | $2,000 | |
| CHILDREN INTERNATIONAL | ||||||||
| PO BOX 219055 | KANSAS CITY | MO | 641217269 | NONE | EXEMPT | GENERAL | $3,228 | |
| CHILDREN'S HOSPITAL LOS ANGELES FOUNDATION | ||||||||
| PO BOX 847924 | LOS ANGELES | CA | 900847924 | NONE | EXEMPT | GENERAL | $1,000 | |
| CHP 11-99 FOUNDATION | ||||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | NONE | EXEMPT | GENERAL | $2,000 | |
| COLEL CHABAD | ||||||||
| 806 EASTERN PKWAY | BROOKLYN | NY | 112139818 | NONE | EXEMPT | GENERAL | $18 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| PO BOX 52074 | PHOENIX | AZ | 850722074 | NONE | EXEMPT | GENERAL | $100 | |
| DAV | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | EXEMPT | GENERAL | $80 | |
| EPILEPSY FOUNDATION | ||||||||
| PO BOX 96546 | WASHINGTON | DC | 20077 | NONE | EXEMPT | GENERAL | $106 | |
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||
| 6505 WILSHIRE BLVD STE 625 | LOS ANGELES | CA | 90048 | NONE | EXEMPT | GENERAL | $4,500 | |
| FRIENDS OF JERUSALEM ACADEMY MUSIC AND DANCE | ||||||||
| 1801 CENTURY PARK WEST 5TH FLR | LOS ANGELES | CA | 90067 | NONE | EXEMPT | GENERAL | $750 | |
| FRIENDS OF JERUSALEM COLLEGE OF TECHNOLOGY | ||||||||
| PO BOX 1703 | NEW YORK | NY | 10150 | NONE | EXEMPT | GENERAL | $750 | |
| FRIENDS OF SHEBA MEDICAL CENTER | ||||||||
| 9465 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | NONE | EXEMPT | GENERAL | $2,350 | |
| FRIENDS OF SIMI VALLEY POLICE EXPLORER | ||||||||
| PO BOX 1139 | SIMI VALLEY | CA | 93062 | NONE | EXEMPT | GENERAL | $1,500 | |
| GALAPAGOS CONSERVANCY | ||||||||
| PO BOX 231720 | CENTREVILLE | VA | 201207720 | NONE | EXEMPT | GENERAL | $25 | |
| HABIB LEVY FOUNDATION | ||||||||
| 167 W COCHRAN ST | SIMI VALLEY | CA | 93065 | NONE | EXEMPT | GENERAL | $50,000 | |
| HADASSAH HAIFA ( HOSPITAL ISRAEL ) SOUTHERN CAL | ||||||||
| 455 ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | NONE | EXEMPT | GENERAL | $225 | |
| HOPE FOUNDATION | ||||||||
| PO BOX 18280 | BEVERLY HILLS | CA | 90209 | NONE | EXEMPT | GENERAL | $1,100 | |
| INTL FELLOWSHIP OF CHRISTIANS & JEWS-RABBI YECHIEL ECKSTEIN | ||||||||
| PO BOX 97339 | WASHINGTON | DC | 200777472 | NONE | EXEMPT | GENERAL | $26 | |
| ISRAEL CANCER RESEARCH FUND | ||||||||
| PO BOX 8266 | TOPEKA | KS | 666080266 | NONE | EXEMPT | GENERAL | $1,036 | |
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | EXEMPT | GENERAL | $2,500 | |
| K9S FOR WARRIORS | ||||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | EXEMPT | GENERAL | $25,000 | |
| KEREN ELUZER FOUNDATION- RABBI SHIMON FINKELMAN | ||||||||
| 524 DAHILL ROAD | BROOKLYN | NY | 11218 | NONE | EXEMPT | GENERAL | $26 | |
| KINGS CARE FOUNDATION | ||||||||
| 555 N NASH STREET | EL SEGUNDO | CA | 90245 | NONE | EXEMPT | GENERAL | $7,500 | |
| LOS ANGELES COUNTY POLICE CANINE ASSOCIATION | ||||||||
| 1223 WILSHIRE BLVD STE 435 | SANTA MONICA | CA | 90403 | NONE | EXEMPT | GENERAL | $776 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 18855 VICTORY BLVD | RESEDA | CA | 913359980 | NONE | EXEMPT | GENERAL | $750 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE PO BOX | CLARKSBURG | MD | 208711952 | NONE | EXEMPT | GENERAL | $26 | 1952 |
| MAGBIT FOUNDATION | ||||||||
| 433 N CAMDEN DR 4TH FLOOR NO 102 | BEVERLY HILLS | CA | 90210 | NONE | EXEMPT | GENERAL | $4,500 | |
| MARLBOROUGH SCHOOL | ||||||||
| 250 SOUTH ROSSMORE AVE | LOS ANGELES | CA | 90004 | NONE | EXEMPT | GENERAL | $5,000 | |
| MEIR COHEN- JEWISH VIRTUAL LIBRARY | ||||||||
| AICE 2810 BLAINE DR | CHEVY CHASE | MD | 20815 | NONE | EXEMPT | GENERAL | $1,000 | |
| MULTIPLE SCLEROSIS ASSOCATION OF AMERICA | ||||||||
| PO BOX 96219 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL | $54 | |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||||
| 4600 EAST WEST HIGHWAY STE 626 | BETHESDA | MD | 20814 | NONE | EXEMPT | GENERAL | $26 | |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND | ||||||||
| PO BOX 97072 | WASHINGTON | DC | 200907072 | NONE | EXEMPT | GENERAL | $26 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL | $52 | |
| PARKINSON DISEASE FOUNDATION | ||||||||
| PO BOX 96318 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL | $91 | |
| SAN FERNANDO VALLEY RESCUE MISSION | ||||||||
| PO BOX 8073 | VAN NUYS | CA | 91409 | NONE | EXEMPT | GENERAL | $500 | |
| SHAARE ZEDEK MEDICAL CENTER-MRS SHAHLA JAVDAN | ||||||||
| 1430 LOMA VISTA DR | BEVERLY HILLS | CA | 90210 | NONE | EXEMPT | GENERAL | $2,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 33607 | NONE | EXEMPT | GENERAL | $200 | |
| SINAI TEMPLE | ||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | EXEMPT | GENERAL | $318 | |
| ST BERNARDINE OF SIENA PARISH | ||||||||
| 6061 VALLEY CIRCLE BLVD | WOODLAND HILLS | CA | 91367 | NONE | EXEMPT | GENERAL | $750 | |
| STEP UP | ||||||||
| 11693 SAN VICENTE BLVD 902 | LOS ANGELES | CA | 90049 | NONE | EXEMPT | GENERAL | $25 | |
| SUSAN G KOMEN | ||||||||
| PO BOX 98060 | WASHINGTON | DC | 200908060 | NONE | EXEMPT | GENERAL | $100 | |
| THE JEWISH FEDERATION | ||||||||
| PO BOX 54269 | LOS ANGELES | CA | 900540269 | NONE | EXEMPT | GENERAL | $100 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4261 | PITTSFIELD | MA | 012024261 | NONE | EXEMPT | GENERAL | $80 | |
| THE NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| PO BOX 8966 | TOPEKA | KS | 666088966 | NONE | EXEMPT | GENERAL | $80 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 952 | SANTA MONICA | CA | 90406 | NONE | EXEMPT | GENERAL | $25 | |
| THE USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | NONE | EXEMPT | GENERAL | $26 | |
| UC REGENTS CO DR ITZHAK FRIED | ||||||||
| 300 STEIN PLAZA STE 562 | LOS ANGELES | CA | 90095 | NONE | EXEMPT | GENERAL | $25,000 | |
| UNITED TIBERIAS INSTITUTIONS | ||||||||
| PO BOX 576 | NEW YORK | NY | 100029915 | NONE | EXEMPT | GENERAL | $12 | |
| WIZO LOS ANGELES | ||||||||
| 2934 1/2 N BEVERLY GLEN CIRCLE 714 | LOS ANGELES | CA | 90077 | NONE | EXEMPT | GENERAL | $1,930 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,702 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,285 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $115,859 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,587 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,587 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE ABNER LEVY FOUNDATION6636 VARIEL AVENUECANOGA PARK, CA 91303IDENTIFICATION NUMBER: 20-1824387TAX YEAR END: 2019THE ABNER LEVY FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH #2201 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,527,501 | BookValueAmt |
| EOYFMV | $1,811,332 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $15,069 | $15,069 | $0 | $0 |
| BANK CHARGES | $30 | $0 | $0 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $41,809 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CALIFORNIA FORM 199 | $35 | $0 | $0 | $35 |
| FOREIGN TAX WITHHELD | $1,123 | $1,123 | $0 | $0 |
| EXCISE TAX | $16,051 | $16,051 | $0 | $0 |