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HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR (EIN 20-1917833)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-14
IRS object ID
202021359349101132
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-14T14:37:02-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263679892PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POSIVAK & JOFFE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111150 W OLYMPIC BLVD STE 860AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201917833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HYMAN LEVINE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2L'DOR V'DORBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEVIBusinessNameControlTxt
Phone3102745291PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19460 WILSHIRE BLVD SUITE 300AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENA SCHECHTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102745291PhoneNum
Signature2020-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTODD POSIVAKPreparerPersonNm
PTINP01317396PTIN
Phone3104737317PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.62.153.94IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-12IPDt
IP Tm14:43:54IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id50D39C80D3805B1619E8387FA8574BB7E04F9F0DAtSubmissionCreationDeviceId
At Submission Filing Device Id61DDA47518628EEB8FC8B5A4680804A63F240EE4AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,832,669FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$310,859ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$432,776DividendsRevAndExpnssAmt
Dividends Net Invst Incm$432,776DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$132,196NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,621,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$132,196CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$875,831TotalRevAndExpnssAmt
Total Net Invst Incm$564,972TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,123AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$561AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$562AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,888OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,888OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$259TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,270TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$43,449TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$562TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$476,544ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$476,544ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$520,814TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$43,449TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$477,106TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$355,017ExcessRevenueOverExpensesAmt
Net Investment Income$521,523NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$166,155SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$156,098SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$156,098SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$4,004,350USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,271,064USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,475,270USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,570,536CorporateStockBOYAmt
Corporate Stock EOY$4,616,125CorporateStockEOYAmt
Corporate Stock EOYFMV$5,959,471CorporateStockEOYFMVAmt
Corporate Bonds BOY$200,000CorporateBondsBOYAmt
Corporate Bonds EOY$190,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$191,830CorporateBondsEOYFMVAmt
Other Investments BOY$25,000OtherInvestmentsBOYAmt
Other Investments EOY$50,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$50,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$8,966,041TotalAssetsBOYAmt
Total Assets EOY$9,283,287TotalAssetsEOYAmt
Total Assets EOYFMV$10,832,669TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$8,966,041RetainedEarningBOYAmt
Retained Earning EOY$9,283,287RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,966,041TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,283,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,966,041TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,283,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,966,041TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$355,017ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,321,058SubtotalAmt
Other Decreases$37,771OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,283,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RIM SECURITIESP$66,891$75,427-$8,536-$8,536
RIM SECURITIESP$914,695$795,563$119,132$119,132
CHARLES SCHWABP$10,000$10,000$0$0
CHARLES SCHWABP$629,016$608,781$20,235$20,235
COMPUTER SCIENCE CORP SETTLEMENTP$27$27$27
IN RE FOREIGN EXCHANGE LITIGATIONP$15$15$15
IN RE FOREIGN EXCHANGE LITIGATIONP$150$150$150
CAPITAL GAINS DIVIDENDSP$1,173$1,173$1,173
FieldValueIRS element (for citing)
Capital Gain Net Income$132,196CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$484,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$9,527,679NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050847DistributionYr1Rt
Adjusted Qlfy Distri Yr2$448,132AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,227,755NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048563DistributionYr2Rt
Adjusted Qlfy Distri Yr3$428,797AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,861,541NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048389DistributionYr3Rt
Adjusted Qlfy Distri Yr4$422,677AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,437,581NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050095DistributionYr4Rt
Adjusted Qlfy Distri Yr5$363,525AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,449,338NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048800DistributionYr5Rt
Total Distribution0.246694TotalDistributionRt
Average Distribution0.049339AverageDistributionRt
Net Vl Noncharitable Assets$10,280,769NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$507,243AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,215NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$512,458AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$477,106QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,430InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,430SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,430TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,528EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,528TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,902TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDENA SCHECHTERIndividualWithBooksNm
Phone3102745291PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19460 WILSHIRE BLVD SUITE 300AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENA SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212PRESIDENT1.00$0$0$0
ROBERT LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212VICE PRESIDENT1.00$0$0$0
MELDON LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212TREASURER1.00$0$0$0
NANCY CLAVIN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212SECRETARY1.00$0$0$0
ADAM PAUL LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
ANDREW CLAVIN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
ASHER LEV SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
CARA E LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
DANIEL CLAVIN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
ELIZABETH COHN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
JACOB C LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
JOSHUA SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
MIEKE NEUMANN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
NOAH BLUM SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,197,147AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$240,182AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,437,329TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,437,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,560CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,280,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$514,038MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$514,038MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,430TaxBasedOnInvestmentIncomeAmt
Total Tax$10,430TotalTaxAmt
Distributable Before Adj$503,608DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$503,608DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$503,608DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$477,106ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$477,106QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$477,106AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$503,608DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,017ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$11,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$16,666ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,612TotalExcessDistributionCyovAmt
Qualifying Distributions$477,106QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$477,106AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$26,502ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$26,502ExcessDistributionCyovAppCYAmt
Total Corpus$6,110TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,110ExcessDistriCyovToNextYrAmt
Excess From Year1$6,110ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENA SCHECHTERContributingManagerNm
Contributing ManagerMELDON LEVINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ACLU
125 BROAD STREETNEW YORKNY10004NONEPUBLIC CHARITYCHARITY/EDUCATION$15,000
AMERICAN CONSTITUTION SOCIETY
1899 L STREET NWWASHINGTONDC20036NONEPUBLIC CHARITYCHARITY/EDUCATION$1,500
AMERICAN FOR PEACE
2100 M STREET NW STE 619WASHINGTONDC20037NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
39 BROADWAY STE 1510NEW YORKNY10006NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVEBEL AIRCA90077NONEPUBLIC CHARITYCHARITY/EDUCATION$37,800
APLA
611 S KINGSLEY DRIVELOS ANGELESCA90005NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
ARAB AMERICAN INSTITUTE
1600 K STREET NW STE 601WASHINGTONDC20006NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
ASPCA
PO BOX 96929WASHINGTONDC20090NONEPUBLIC CHARITYCHARITY/EDUCATION$4,000
BAD ASS BOXES
5850 CANOGA AVE STE 220WOODLAND HILLSCA91367NONEPUBLIC CHARITYCHARITY/EDUCATION$5,500
BEAU BIDEN FOUNDATION
4601 CONCORD PIKEWILMINGTONDE19803NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BERKLEY HILLEL
2736 BANCROFT WAYBERKLEYCA94704NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BET TZEDEK
3250 WILSHIRE BLVDLOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BEVERLY HILLS FIREFIGHTERS' ASSOCIATION
PO BOX 1720BEVERLY HILLSCA90213NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
BJE
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPUBLIC CHARITYCHARITY/EDUCATION$2,300
BRENNAN CENTER FOR JUSTICE
120 BROADWAY STE 1750NEW YORKNY10271NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
B'TSELEM
PO BOX 34064WASHINGTONDC20043NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
CAL BASEBALL FOUNDATION
1777 BOTELHO DRIVEWALNUT CREEKCA94596NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
CALIFORNIA HEART CENTER
8536 WILSHIRE BLVDBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
CARE FOR THE HOMELESS
30 EAST 33RD STREETNEW YORKNY10016NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
CEDARS-SINAI
8670 WILSHIRE BLVDBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
CENTER FOR DISCOVERY
PO BOX 840HARRISNY12742NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
CENTRAL PARK CONSERVANCY
14 E 60TH STREETNEW YORKNY10022NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CHABAD OF PARK CITY
PO BOX 681818PARK CITYUT84068NONEPUBLIC CHARITYCHARITY/EDUCATION$11,300
CHURCH IN OCEAN PARK
235 HILL STREETSANTA MONICACA90405NONEPUBLIC CHARITYCHARITY/EDUCATION$500
CHURCH OF THE GOOD SHEPHERD
504 N ROXBURY DRIVEBEVERLY HILLSCA90210NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
COLLEGESPRING
1333 BROADWAYOAKLANDCA94612NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
COLUMBIA JOURNALISM SCHOOL
622 W 113TH STREETNEW YORKNY10025NONEPUBLIC CHARITYCHARITY/EDUCATION$4,000
COMMITTEE TO PROTECT JOURNALISTS
330 7TH AVENEW YORKNY10001NONEPUBLIC CHARITYCHARITY/EDUCATION$6,000
COMMUNITY PARTNERS FOR COLLEGE MATCH
PO BOX 741265LOS ANGELESCA90074NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
COMMUNITY WATER CENTER
900 W OAK AVEVISALIACA93291NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH45250NONEPUBLIC CHARITYCHARITY/EDUCATION$4,000
DAV CHARITABLE SERVICE TRUST
3725 ALEXANDRIA PIKECOLD SPRINGKY41076NONEPUBLIC CHARITYCHARITY/EDUCATION$4,000
DIDI HIRSCH MENTAL HEALTH SERVICES
4760 S SEPULVEDA BLVDCULVER CITYCA90230NONEPUBLIC CHARITYCHARITY/EDUCATION$1,500
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA93117NONEPUBLIC CHARITYCHARITY/EDUCATION$6,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD21741NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STLOS ANGELESCA90013NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
ETTA
13034 SATICOY STNORTH HOLLYWOODCA91605NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
FORUM280
PO BOX 268PALO ALTOCA94302NONEPUBLIC CHARITYCHARITY/EDUCATION$500
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVE NSEATTLEWA98109NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
FRIENDS OF UNITED HATZALAH
208 EAST 51ST STNEW YORKNY10022NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
GAY MEN'S CHORUS OF LOS ANGELES
8380 SANTA MONICA BLVDWEST HOLLYWOODCA90069NONEPUBLIC CHARITYCHARITY/EDUCATION$500
GRID GREATER LOS ANGELES
1338 SOUTH FLOWER STREETLOS ANGELESCA90015NONEPUBLIC CHARITYCHARITY/EDUCATION$6,000
GRUPEDSAC
NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000AV DE LAS FUENTES NO 184NAUCALPANMX53950
GUILD DOGS FOR THE BLIND
PO BOX 3950SAN RAFAELCA94912NONEPUBLIC CHARITYCHARITY/EDUCATION$5,215
HARVARD LAW SCHOOL ANNUAL FUND
1563 MASSACHUSETTS AVECAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
HOLOCAUST SURVIVOR'S FOUNDATION USA
3211 PONCE DE LEON BLVDCORAL GABLESFL33134NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
HUMAN RIGHTS WATCH
350 FIFTH AVE 34TH FLRNEW YORKNY10118NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
INNER CITY LAW CENTER
1309 EAST SEVENTH STREETLOS ANGELESCA90021NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
INSIDEOUT WRITERS
1212 N VERMONT AVELOS ANGELESCA90029NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUENATIONAL CITYCA91950NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
ISRAEL POLICY FORUM
355 LEXINGTON AVENEW YORKNY10017NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
JEWISH FAMILY SERVICES
3580 WILSHIRE BLVD STE 700LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$80,000
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
KCRW
1900 PICO BLVDSANTA MONICACA90405NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
KEHILLAT ISRAEL
16019 W SUNSET BLVDPACIFIC PALISADESCA90272NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
KINDER USA
PO BOX 224846DALLASTX75222NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
KINGDREW MAGNET HIGH SCHOOL
1601 EAST 120TH STREETLOS ANGELESCA90059NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
KUSC
PO BOX 7913LOS ANGELESCA90007NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
LA THEATRE WORKS
681 VENICE BLVDVENICECA90291NONEPUBLIC CHARITYCHARITY/EDUCATION$500
LA OPERA
135 NORTH GRAND AVELOS ANGELESCA90012NONEPUBLIC CHARITYCHARITY/EDUCATION$5,500
LACMA
5905 WILSHIRE BLVDLOS ANGELESCA90036NONEPUBLIC CHARITYCHARITY/EDUCATION$950
LOS ANGELES LEADERSHIP ACADEMY
234 EAST AVE 33LOS ANGELESCA90031NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 S THE GROVE DRIVELOS ANGELESCA90036NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
LOS ANGELES PHILHARMONIC ASSOCIATION
151 SOUTH GRAND AVELOS ANGELESCA90012NONEPUBLIC CHARITYCHARITY/EDUCATION$17,479
MUSLIM PUBLIC AFFAIRS COUNCIL FOUNDATION
4988 NORTH FIGUEROA STREETLOS ANGELESCA90042NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
NATIONAL COALITION SUPPORTING EURASIAN JEWRY
1120 20TH ST NW STE 300NWASHINGTONDC20036NONEPUBLIC CHARITYCHARITY/EDUCATION$500
NEW ISRAEL FUND
PO BOX 177LEWISTONME04243NONEPUBLIC CHARITYCHARITY/EDUCATION$8,000
NO KID HUNGRY
PO BOX 75475BALTIMOREMD21275NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
PACIFIC COUNCIL ON INTERNATIONAL POLICY
725 S FIGUEROA ST STE 450LOS ANGELESCA90017NONEPUBLIC CHARITYCHARITY/EDUCATION$15,000
PHASE ONE
5792 WEST JEFFERSON BLVDLOS ANGELESCA90016NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
PLANNED PARENTHOOD OF LOS ANGELES
PO BOX 740528LOS ANGELESCA90074NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ08543NONEPUBLIC CHARITYCHARITY/EDUCATION$500
RAICES
1305 N FLORES STSAN ANTONIOTX78212NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
SHRINERS HOSPITALS FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
ST JUDES CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
STANFORD JEWISH CENTER
1289 COLLEGE AVEPALO ALTOCA94306NONEPUBLIC CHARITYCHARITY/EDUCATION$10,300
SUPERKID POWER INC
PO BOX 1201ASHLANDOR97520NONEPUBLIC CHARITYCHARITY/EDUCATION$4,300
TEMPLE BETH HILLEL
12326 RIVERSIDE DRIVEVALLEY VILLAGECA91607NONEPUBLIC CHARITYCHARITY/EDUCATION$500
TEMPLE ISAIAH
10345 WEST PICO BLVDLOS ANGELESCA90064NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
THAT MAN MAY SEE
10 KORET WAYSAN FRANCISCOCA94143NONEPUBLIC CHARITYCHARITY/EDUCATION$500
THE CHANNEL ISLANDS YMCA
591 SANTA ROSA LANESANTA BARBARACA93108NONEPUBLIC CHARITYCHARITY/EDUCATION$500
THE DAVID SHELDRICK WILDLIFE TRUST USA
25283 CABOT RD STE 101SANTA BARBARACA92653NONEPUBLIC CHARITYCHARITY/EDUCATION$7,000
THE DOE FUND
232 E 84TH STREETNEW YORKNY10028NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
THE GIVING SPIRIT
11693 SAN VICENTE BLVDLOS ANGELESCA90049NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
THE JANE GOODALL INSTITUTE
1595 SPRING HILL ROAD STE 550VIENNAVA22182NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
THE LEONARD I BEEMAN FOUNDATION
312 S CANYON VIEW DRLOS ANGELESCA90049NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
THE LEUKEMIA & LYMPHOMA SOCIETY
1311 MAMARONECK AVEWHITE PLAINSNY10605NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
THE MARSHALL PROJECT
156 W 56TH STNEW YORKNY10019NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410SANTA MONICACA90403NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
THE STECHER & HOROWITZ FOUNDATION
119 W 57TH ST STE 1401NEW YORKNY10019NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
TOWER CANCER RESEARCH FOUNDATION
8767 WILSHIRE BLVD STE 401BEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$1,500
T'RUAH
266 W 37TH ST STE 803NEW YORKNY10018NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
UC BERKLEY FOUNDATION
2607 HEARST AVEBERKLEYCA94720NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
UCLA - WILLIAM J MARTIN FOUNDATION
PO BOX 24044LOS ANGELESCA98145NONEPUBLIC CHARITYCHARITY/EDUCATION$500
UCLA FOUNDATION
337 CHARLES E YOUNG DR ELOS ANGELESCA90095NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
UNIVERSITY OF SOUTHERN CALIFORNIA
3502 WATT WAY STE 232LOS ANGELESCA90089NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
VENICE FAMILY CLINIC
604 ROSE AVEVENICECA90291NONEPUBLIC CHARITYCHARITY/EDUCATION$500
VISTA DEL MAR
3200 MOTOR AVELOS ANGELESCA90034NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
WEST HOLLYWOOD COMMUNITY HOUSING CORP
7530 SANTA MONICA BLVDWEST HOLLYWOODCA90046NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
WORLD CENTRAL KITCHEN
1342 FLORIDA AVE NWWASHINGTONDC20009NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$476,544TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$432,776ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$132,196ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$564,972ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$564,972TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (11 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
DENA AND IRV SCHECHTER
19460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$24,770Yes (X)
BOB LEVINE
29460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$11,500Yes (X)
NANCY CLAVIN
39460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$11,500Yes (X)
SID B LEVINE TRUST
49460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$141,511Yes (X)
MAX A LEVINE TRUST
59460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$71,486Yes (X)
MIEKE AND SPENCER NEUMANN
69460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$42,646Yes (X)
NOAH AND AMANDA SCHECHTER
79460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$2,500Yes (X)
ADAM LEVINE
89460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$4,045Yes (X)
ANDREW CLAVIN
99460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$300Yes (X)
DANIEL CLAVIN
109460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$300Yes (X)
ELIZABETH COHN
119460 WILSHIRE BLVD SUITE 300BEVERLY HILLSCA90212$300Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1303 SHS ROYAL BK CDA MONTREAL QUE COM$24,7702019-11-29
6220 SHS CERNER CORP $15,831100 SHS ACCENTURE PLC IRELAND $20830145 SHS CISCO SYSTEMS INC $5,985$42,6462019-12-19

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEECategoryTxt
Amt$1,123Amt
Net Investment Income$561NetInvestmentIncomeAmt
Disbursements Charitable Prps$562DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$190,000EOYBookValueAmt
EOYFMV$191,830EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK & EQUITIESStockNm
EOY Book Value$4,616,125EOYBookValueAmt
EOYFMV$5,959,471EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$4,271,064StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,475,270StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISRAEL BONDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$50,000BookValueAmt
EOYFMV$50,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX BASIS ADJUSTDesc
Amt$37,771Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$42,888Amt
Net Investment Income$42,888NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$174$0$0
REGISTRATION FEE$75$0$0
FILING FEE$10$0$0