HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR (EIN 20-1917833)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201911209349100141
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T15:28:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD POSIVAK | PreparerPersonNm |
| PTIN | P01317396 | PTIN |
| Phone | 3104737317 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.62.153.94 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 11:57:04 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 67209CFA251864D0EDB4EAB221695629A7FAE09C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67209CFA251864D0EDB4EAB221695629A7FAE09C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,442,861 | 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 | $242,944 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $386,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,083 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,285,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,083 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $716,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $473,640 | 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 | $2,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,262 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,263 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $105 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,368 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $487,382 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $487,382 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $542,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $488,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,955 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $674,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $166,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $166,155 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,702,942 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,004,350 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,051,639 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,416,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,570,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,998,949 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $201,118 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,819,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,966,041 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,442,861 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,819,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,966,041 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,819,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,966,041 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,819,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,966,041 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,819,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,993,506 | SubtotalAmt |
| Other Decreases | $27,465 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,966,041 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $441,523 | $448,836 | -$7,313 | -$7,313 |
| CHARLES SCHWAB | P | $1,918,782 | $1,948,486 | -$29,704 | -$29,704 |
| RIM SECURITIES | P | $55,490 | $60,074 | -$4,584 | -$4,584 |
| RIM SECURITIES | P | $749,668 | $709,462 | $40,206 | $40,206 |
| RIM SECURITIES | P | $110,081 | $31,681 | $78,400 | $78,400 |
| NII HOLDINGS SETTLEMENT | P | $22 | $22 | $22 | |
| CAPITAL GAINS DIVIDENDS | P | $10,056 | $10,056 | $10,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,083 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $448,132 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,227,755 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048563 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $428,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,861,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048389 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $422,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,437,581 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $363,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,449,338 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $345,426 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,834,381 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050542 | DistributionYr5Rt |
| Total Distribution | 0.246389 | TotalDistributionRt |
| Average Distribution | 0.049278 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,527,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $469,505 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,300 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $473,805 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $488,750 | 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 | $4,300 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,300 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,300 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,828 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,828 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,528 | OverpaymentAmt |
| Applied To ES Tax | $6,528 | 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 | $9,398,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,672,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,672,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,527,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $476,384 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $476,384 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,300 | TotalTaxAmt |
| Distributable Before Adj | $472,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $472,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $472,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $488,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $488,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,300 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $484,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,949 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,017 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,929 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $25,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $488,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $472,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,561 | 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 | $9,949 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,612 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,017 | ExcessFromYear4Amt |
| Excess From Year3 | $11,929 | ExcessFromYear3Amt |
| Excess From Current Year | $16,666 | 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 (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| AMERICAN CONSTITUTION SOCIETY | |||||||||||
| 1333 H STREET 11TH FLR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,500 | ||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||||||
| 39 BROADWAY STE 1510 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | ||||
| AMERICAN JEWISH UNIVERSITY | |||||||||||
| 15600 MULHOLLAND DRIVE | BEL AIR | CA | 90077 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| AMERICANS FOR PEACE | |||||||||||
| 2100 M STREET NW STE 619 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| ARAB AMERICAN INSTITUTE | |||||||||||
| 1600 K STREET NW STE 601 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| ASPCA | |||||||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | ||||
| B'TSELEM | |||||||||||
| PO BOX 34064 | WASHINGTON | DC | 20043 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| BAD ASS BOXES | |||||||||||
| 5850 CANOGA AVE STE 220 | WOODLAND HILLS | CA | 91367 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,500 | ||||
| BERKLEY HILLEL | |||||||||||
| 2736 BANCROFT WAY | BERKLEY | CA | 94704 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| BEVERLY HILLS FIREFIGHTERS' ASSOCIATION | |||||||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| BRENNAN CENTER FOR JUSTICE | |||||||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| BUCKCARDINAL CLUB | |||||||||||
| 641 E CAMPUS DRIVE | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,030 | ||||
| CALIFORNIA HEART CENTER | |||||||||||
| 5836 WILSHIRE BLVD 3RD FLR | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $8,000 | ||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| CHABAD OF PARK CITY | |||||||||||
| PO BOX 681818 | PARK CITY | UT | 84068 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $16,000 | ||||
| CHURCH IN OCEAN PARK | |||||||||||
| 235 HILL STREET | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| CHURCH OF THE GOOD SHEPHERD | |||||||||||
| 504 N ROXBURY DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| COLLEGE MATCH | |||||||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| COLLEGE SPRING | |||||||||||
| 800 S FIGUEROA STREET STE 760 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| COLUMBIA JOURNALISM SCHOOL | |||||||||||
| 622 W 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | ||||
| DIDI HIRSCH MENTAL HEALTH SERVICES | |||||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| DIRECT RELIEF | |||||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $7,500 | ||||
| DISABLED AMERICAN VETERANS | |||||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,500 | ||||
| DOCTORS WITHOUT BORDERS USA | |||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| GARY SINISE FOUNDATION | |||||||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,500 | ||||
| GRUPEDSAC | |||||||||||
| NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | AV DE LAS FUENTES NO 184 | NAUCALPAN | MX | 53950 | ||||
| HARVARD LAW SCHOOL ANNUAL FUND | |||||||||||
| 1563 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| HUMAN RIGHTS FIRST | |||||||||||
| 75 BROAD ST 31ST FLR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $7,000 | ||||
| HUMAN RIGHTS WATCH | |||||||||||
| 350 FIFTH AVE 34TH FLR | NEW YORK | NY | 10118 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| 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 | $5,000 | ||||
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | |||||||||||
| 6505 WILSHIRE BLVD 6TH FLR | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| JEWISH FAMILY SERVICES | |||||||||||
| 3580 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 90010 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $105,417 | ||||
| JEWISH VOICE FOR PEACE | |||||||||||
| 1611 TELEGRAPH ROAD STE 1020 | OAKLAND | CA | 94612 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| KCRW | |||||||||||
| 1900 PICO BLVD | SANTA MONICA | CA | 90405 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| KINDER USA | |||||||||||
| PO BOX 224846 | DALLAS | TX | 75222 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | ||||
| KUSC | |||||||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| LA OPERA | |||||||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,500 | ||||
| LACMA | |||||||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $850 | ||||
| LIBRARY FOUNDATION OF LOS ANGELES | |||||||||||
| 630 W 5TH STREET | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| LOS ANGELES LEADERSHIP ACADEMY | |||||||||||
| 234 EAST AVE 33 | LOS ANGELES | CA | 90031 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $61,000 | ||||
| MUSLIM PUBLIC AFFAIRS COUNCIL FOUNDATION | |||||||||||
| 4988 NORTH FIGUEROA STREET | LOS ANGELES | CA | 90042 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| NATIONAL COALITION SUPPORTING EURASIAN JEWRY | |||||||||||
| 1120 20TH ST NW STE 300N | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| NEW ISRAEL FUND | |||||||||||
| PO BOX 177 | LEWISTON | ME | 04243 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $8,000 | ||||
| NO KID HUNGRY | |||||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||||||
| 725 S FIGUEROA ST STE 450 | LOS ANGELES | CA | 90017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $15,000 | ||||
| PHASE ONE | |||||||||||
| 5792 WEST JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | ||||
| SEATTLE CHILDREN'S HOSPITAL FOUNDATION | |||||||||||
| PO BOX 5371 | SEATTLE | WA | 98145 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| SERVICES FOR THE UNDERSERVED | |||||||||||
| 463 7TH AVE 17TH FLR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| SOUTHERN POVERTY LAW CENTER | |||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| PO BOX 1893 | MEMPHIS | TN | 38101 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| STANFORD JEWISH CENTER | |||||||||||
| 1289 COLLEGE AVE | PALO ALTO | CA | 94306 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $8,000 | ||||
| T'RUAH | |||||||||||
| 266 W 37TH ST STE 803 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| TEMPLE ISAIAH | |||||||||||
| 10345 WEST PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,400 | ||||
| THE BAY FOUNDATION | |||||||||||
| PO BOX 13336 | LOS ANGELES | CA | 90013 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| THE DAVID SHELDRICK WILDLIFE TRUST USA | |||||||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | ||||
| THE DOE FUND | |||||||||||
| 232 E 84TH STREET | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| THE JANE GOODALL INSTITUTE | |||||||||||
| 1595 SPRING HILL ROAD STE 550 | VIENNA | VA | 22182 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| THE JEWISH FEDERATION OF GREATER LOS ANGELES | |||||||||||
| 6505 WILSHIRE BLVD STE 1100 | LOS ANGELES | CA | 90048 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| THE RAPE FOUNDATION | |||||||||||
| 1223 WILSHIRE BLVD 410 | SANTA MONICA | CA | 90403 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| THE STECHER & HOROWITZ FOUNDATION | |||||||||||
| 119 W 57TH ST STE 1401 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| TOWER CANCER RESEARCH FOUNDATION | |||||||||||
| 8767 WILSHIRE BLVD STE 401 | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $11,000 | ||||
| UC BERKLEY FOUNDATION | |||||||||||
| 2607 HEARST AVE | BERKLEY | CA | 94720 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | ||||
| UCLA - WILLIAM J MARTIN FOUNDATION | |||||||||||
| PO BOX 24044 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| USC CENTER ON PUBLIC DIPLOMACY | |||||||||||
| 3502 WATT WAY STE 232 | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| VISTA DEL MAR | |||||||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | CHARITY/EDUCATIONCHARITY/EDUCATION | $5,000 | ||||
| WELLESLEY COLLEGE | |||||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| WOODROW WILSON SCHOOL | |||||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||||||
| PO BOX 740528 | LOS ANGELES | CA | 90074 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| CHILDREN'S BURN FOUNDATION | |||||||||||
| 5000 VAN NUYS BLVD | SHERMAN OAKS | CA | 91403 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| INSIDEOUT WRITERS | |||||||||||
| 1212 N VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,685 | ||||
| HIAS | |||||||||||
| 411 FIFTH AVE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| TEMPLE EMANUEL OF BEVERLY HILLS | |||||||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| CSUN FOUNDATION | |||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| MONTECITO FAMILY YMCA | |||||||||||
| 591 SANTA ROSA LANE | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| PROJECT JUDAICA FOUNDATION | |||||||||||
| 8101 CONNECTICUT AVE | CHEVY CHASE | MD | 20815 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| THE LOTOS FOUNDATION | |||||||||||
| FIVE EAST SIXTY SIXTH STREET | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST | |||||||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,500 | ||||
| GUILD DOGS FOR THE BLIND | |||||||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | ||||
| CRATER LAKE COUNCIL | |||||||||||
| 3039 HANLEY ROAD | CENTRAL POINT | OR | 97502 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | ||||
| SUPERKID POWER INC | |||||||||||
| PO BOX 1201 | ASHLAND | OR | 97520 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | ||||
| SHRINERS HOSPITALS FOR CHILDREN | |||||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||||||
| PO BOX 19024 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | ||||
| ACLU | |||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| COMMITTEE TO PROTECT JOURNALISTS | |||||||||||
| 330 7TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| ISRAEL POLICY FORUM | |||||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | ||||
| MAKE A WISH AMERICA | |||||||||||
| 1702 EAST HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | ||||
| GRID GREATER LOS ANGELES | |||||||||||
| 1338 SOUTH FLOWER STREET | LOS ANGELES | CA | 90015 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | ||||
| KINGDREW MAGNET HIGH SCHOOL | |||||||||||
| 1601 EAST 120TH STREET | LOS ANGELES | CA | 90059 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | ||||
| MINORITY HUMANITARIAN FOUNDATION | |||||||||||
| 750 B STREET | SAN DIEGO | CA | 92101 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | ||||
| HARVARD COLLEGE FUND | |||||||||||
| PO BOX 419209 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $487,382 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,083 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $473,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $473,640 | 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 (12 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 | $25,219 | Yes (X) | |
| BOB LEVINE | |||||||
| 2 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $16,000 | Yes (X) | |
| NANCY CLAVIN | |||||||
| 3 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $14,000 | Yes (X) | |
| SID B LEVINE TRUST | |||||||
| 4 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $93,875 | Yes (X) | |
| MAX A LEVINE TRUST | |||||||
| 5 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $52,195 | Yes (X) | |
| MELDON LEVINE | |||||||
| 6 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $10,178 | Yes (X) | |
| JOSH AND SARI SCHECHTER | |||||||
| 7 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $1,800 | Yes (X) | |
| MIEKE AND SPENCER NEUMANN | |||||||
| 8 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $25,001 | Yes (X) | |
| ASHER SCHECHTER | |||||||
| 9 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $500 | Yes (X) | |
| NOAH AND AMANDA SCHECHTER | |||||||
| 10 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $1,000 | Yes (X) | |
| ADAM LEVINE | |||||||
| 11 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $2,176 | Yes (X) | |
| JACOB LEVINE | |||||||
| 12 | 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 | 342 SHS ROYAL BK CDA MONTREAL QUE COM | $25,219 | 2018-12-03 |
| 6 | 145 SHS ROYAL BK CDA MONTREAL QUE COM | $10,178 | 2018-12-10 |
| 8 | 130 SHS CERNER CORP $7,059200 SHS YUM BRANDS INC $17,942 | $25,001 | 2018-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $2,525 | Amt |
| Net Investment Income | $1,262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,263 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $200,000 | EOYBookValueAmt |
| EOYFMV | $201,118 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITIES | StockNm |
| EOY Book Value | $4,570,536 | EOYBookValueAmt |
| EOYFMV | $4,998,949 | 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 | $4,004,350 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,051,639 | 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 | $25,000 | BookValueAmt |
| EOYFMV | $25,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX BASIS ADJUST | Desc |
| Amt | $27,465 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,720 | Amt |
| Net Investment Income | $41,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $9,656 | $0 | $0 |
| FOREIGN TAX | $703 | $703 | $0 |
| REGISTRATION FEE | $75 | $0 | $75 |
| FILING FEE | $30 | $0 | $30 |