LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION (EIN 95-4051968)
Tax period: 2017-06-01 to 2018-05-31
Filed: 2018-11-28
IRS object ID: 201833329349100303
Schema version: 2017v2.3
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-28T17:38:14-06:00	ReturnTs
Tax Period End	2018-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	954837901	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KRYCLER ERVIN TAUBMAN & KAMINSKY	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15303 VENTURA BLVD SUITE 1040	AddressLine1Txt
City	SHERMAN OAKS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	914033110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954051968	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LAUREN B LEICHTMAN & ARTHUR E LEVINE	BusinessNameLine1Txt
Business Name Line2	FAMILY FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LAUR	BusinessNameControlTxt
Phone	3102755335	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	345 N MAPLE DRIVE NO 300	AddressLine1Txt
City	BEVERLY HILLS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902103859	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LAUREN LEICHTMAN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3102755335	PhoneNum
Signature	2018-11-20	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL J KRYCLER	PreparerPersonNm
PTIN	P00156434	PTIN
Phone	8189951040	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	76.80.91.238	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-20	IPDt
IP Tm	15:37:52	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	D8954DDCCAC28D1198C408CEF3A2DD9360777E52	AtSubmissionCreationDeviceId
At Submission Filing Device Id	D8954DDCCAC28D1198C408CEF3A2DD9360777E52	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	$3,884,450	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	$440,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$127,820	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$127,820	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,314	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$616,595	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,314	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$44,938	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$44,938	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$615,072	TotalRevAndExpnssAmt
Total Net Invst Incm	$175,072	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
Taxes Rev And Expnss	$5,036	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$10,845	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$10,695	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$15,881	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,695	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,467,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,467,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,483,381	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,695	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,467,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$868,309	ExcessRevenueOverExpensesAmt
Net Investment Income	$164,377	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$340,698	CashBOYAmt
Cash EOY	$143,298	CashEOYAmt
Cash EOYFMV	$143,298	CashEOYFMVAmt
Corporate Stock BOY	$2,827,572	CorporateStockBOYAmt
Corporate Stock EOY	$2,277,219	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,608,430	CorporateStockEOYFMVAmt
Other Investments BOY	$1,192,808	OtherInvestmentsBOYAmt
Other Investments EOY	$1,023,395	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,132,722	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,361,078	TotalAssetsBOYAmt
Total Assets EOY	$3,443,912	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,884,450	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$287	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$287	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	$4,360,791	RetainedEarningBOYAmt
Retained Earning EOY	$3,443,912	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,360,791	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,443,912	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,361,078	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,443,912	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,360,791	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$868,309	ExcessRevenueOverExpensesAmt
Other Increases	$1,002	OtherIncreasesAmt
Subtotal	$3,493,484	SubtotalAmt
Other Decreases	$49,572	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,443,912	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	100,000 SH APOLLO INV CORP	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2015-09-18	AcquiredDt
Sold	2017-10-05	SoldDt
Gross Sales Price	$616,595	GrossSalesPriceAmt
Cost Or Other Basis	$614,281	CostOrOtherBasisAmt
Gain Or Loss	$2,314	GainOrLossAmt
Gains Minus Excess Or Losses	$2,314	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,314	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,545,450	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$5,334,220	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.289724	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,175,850	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,781,451	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.151109	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,013,424	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$312,679	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	3.241100	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$949,933	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$281,917	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	3.369548	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$701,550	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$276,616	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	2.536187	DistributionYr5Rt
Total Distribution	9.587668	TotalDistributionRt
Average Distribution	1.917534	AverageDistributionRt
Net Vl Noncharitable Assets	$4,688,922	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$8,991,167	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,644	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$8,992,811	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,467,500	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,288	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,288	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,288	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,240	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,240	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$952	OverpaymentAmt
Applied To ES Tax	$952	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	KRYCLER ERVIN TAUBMAN KAMINSKY	IndividualWithBooksNm
Phone	8189951040	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	15303 VENTURA BLVD 1040	AddressLine1Txt
City	SHERMAN OAKS	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	914033110	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

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
LAUREN B LEICHTMAN
335 N MAPLE DR 240	BEVERLY HILLS	CA	90210	CO-TRUSTEE	0.00	$0	$0	$0
ARTHUR E LEVINE
335 N MAPLE DR 240	BEVERLY HILLS	CA	90210	CO-TRUSTEE	0.00	$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	$3,197,654	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$329,951	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,232,722	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,760,327	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,760,327	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$71,405	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,688,922	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$234,446	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$234,446	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,288	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,288	TotalTaxAmt
Distributable Before Adj	$231,158	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$231,158	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$231,158	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,467,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,467,500	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,467,500	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$231,158	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$688,419	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$935,977	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$998,442	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$789,492	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,282,940	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,695,270	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,467,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$231,158	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,236,342	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$5,931,612	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	$688,419	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,243,193	ExcessDistriCyovToNextYrAmt
Excess From Year4	$935,977	ExcessFromYear4Amt
Excess From Year3	$998,442	ExcessFromYear3Amt
Excess From Year2	$789,492	ExcessFromYear2Amt
Excess From Year1	$1,282,940	ExcessFromYear1Amt
Excess From Current Year	$1,236,342	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOL
601 S FIGUEROA ST 4TH FL	LOS ANGELES	CA	90017	NONE	501(C)(3)	PLEDGE	$250,000
NANTUCKET FIREMEN'S ASSOCIATION
131 PLEASANT STREET	NANTUCKET	MA	02554	NONE	501(C)(3)	ANNUAL GIFT	$500
BOYS & GIRLS CLUB OF SANTA MONICA
1220 LINCOLN BLVD	SANTA MONICA	CA	90401	NONE	501(C)(3)	ANNUAL GIFT	$5,000
BIG SUNDAY
6111 MELROSE AVENUE	LOS ANGELES	CA	90038	NONE	501(C)(3)	ANNUAL GIFT	$5,000
COLUMBIA LAW SCHOOL
435 W 116TH ST	NEW YORK	NY	10025	NONE	501(C)(3)	PLEDGE	$50,000
LEGAL MOMENTUM
16 EAST 34TH STREET 6TH FL	NEW YORK	NY	10016	NONE	501(C)(3)	ANNUAL GIFT	$15,000
FRIENDS & HELPERS FOUNDATION
15260 VENTURA BLVD STE 2100	SHERMAN OAKS	CA	91403	NONE	501(C)(3)	ANNUAL GIFT	$1,000
GREATER HOUSTON COMMUNITY FOUNDATION
5120 WOODWAY DRIVE STE 6000	HOUSTON	TX	77056	NONE	501(C)(3)	ANNUAL GIFT	$5,000
HOUSTON FOOD BANK
535 PORTWALL STREET	HOUSTON	TX	77029	NONE	501(C)(3)	ANNUAL GIFT	$5,000
LA OPERA
135 NORTH GRAND AVE	LOS ANGELES	CA	90012	NONE	501(C)(3)	ANNUAL GIFT	$50,000
JOHN THOMAS DYE SCHOOL
11414 CHALON ROAD	LOS ANGELES	CA	90049	NONE	501(C)(3)	ANNUAL GIFT	$5,000
JUNIOR LEAGUE OF LOS ANGELES
630 N LARCHMONT BLVD	LOS ANGELES	CA	90004	NONE	501(C)(3)	ANNUAL GIFT	$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOOR	NEW YORK	NY	10038	NONE	501(C)(3)	ANNUAL GIFT	$20,000
SALVATION ARMY
180 E OCEAN BLVD SUITE 700	LONG BEACH	CA	90802	NONE	501(C)(3)	ANNUAL GIFT	$2,000
SOUTHWESTERN LAW SCHOOL
3050 WILSHIRE BLVD	LOS ANGELES	CA	900101106	NONE	501(C)(3)	ANNUAL GIFT	$2,000
SOUTHWESTERN LAW SCHOOL
3050 WILSHIRE BLVD	LOS ANGELES	CA	900101106	NONE	501(C)(3)	PLEDGE	$200,000
SURVIVOR MITZVAH PROJECT
2658 GRIFFITH PARK BLVD SUITE 299	LOS ANGELES	CA	90039	NONE	501(C)(3)	ANNUAL GIFT	$5,000
TEEN LINE
PO BOX 48750	LOS ANGELES	CA	90048	NONE	501(C)(3)	ANNUAL GIFT	$2,000
UCLA MEDICAL HOSPITALITY PROGRAM FUND
10920 WILSHIRE BLVD SU 1400	LOS ANGELES	CA	900246516	NONE	501(C)(3)	ANNUAL GIFT	$7,200
THE UCLA FOUNDATION
10920 WILSHIRE BLVD SU 1400	LOS ANGELES	CA	900246516	NONE	501(C)(3)	PLEDGE	$610,000
UNION RESCUE MISSION
545 S SAN PEDRO STREET	LOS ANGELES	CA	90013	NONE	501(C)(3)	ANNUAL GIFT	$1,000
UNITED WAY OF GREATER HOUSTON
50 WAUGH DRIVE	HOUSTON	TX	77007	NONE	501(C)(3)	ANNUAL GIFT	$5,000
UNIVERSITY OF OREGON FOUNDATION (JORDAN SCHNITZER MUSEUM OF ART)
1720 E 13TH AVE STE 410	EUGENE	OR	974032253	NONE	501(C)(3)	ANNUAL GIFT	$20,000
WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS
9911 W PICO BLVD STE 680	LOS ANGELES	CA	90035	NONE	501(C)(3)	ANNUAL GIFT	$40,000
WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS
9911 W PICO BLVD STE 680	LOS ANGELES	CA	90035	NONE	501(C)(3)	PLEDGE	$50,000
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVD	LOS ANGELES	CA	90010	NONE	501(C)(3)	ANNUAL GIFT	$10,800
WILSHIRE BOULEVARD TEMPLE
3663 WILSHIRE BLVD	LOS ANGELES	CA	90010	NONE	501(C)(3)	PLEDGE	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,467,500	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	$127,820	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$44,938	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,314	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$175,072	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$175,072	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 (4 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
ARTHUR LEVINE & LAUREN LEICHTMAN
1	345 N MAPLE DRIVE 300	BEVERLY HILLS	CA	90210	$20,000	Yes (X)
ARTHUR LEVINE & LAUREN LEICHTMAN
2	345 N MAPLE DRIVE 300	BEVERLY HILLS	CA	90210	$60,000	Yes (X)
ARTHUR LEVINE & LAUREN LEICHTMAN
3	345 N MAPLE DRIVE 300	BEVERLY HILLS	CA	90210	$260,000	Yes (X)
ARTHUR LEVINE & LAUREN LEICHTMAN
4	345 N MAPLE DRIVE 300	BEVERLY HILLS	CA	90210	$100,000	Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
20000 BRUIN PHARMA, INC (SERIES A CONVERTIBLE PREFERRED)	$100,000	$100,000
JOHNSON & JOHNSON	$916,775	$1,196,200
PHILIP MORRIS INTL	$776,846	$795,400
ALTRIA GROUP	$419,670	$445,920
ACTIVISION BLIZZARD	$63,928	$70,910

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
LLCP PARTNERS III, LLC	AT COST	$23,306	$23,830
LION BOYLSTON, LLC	AT COST	$549,569	$549,569
LION TERRACES LLC	AT COST	$360,520	$469,323
LUCKY DAY ENTERTAINMENT, INC.	AT COST	$90,000	$90,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
LLCP PARTNERS III, LLC (TAX INCOME IN EXCESS OF BOOK)	$49,537
LION TERRACES LLC (TAX INCOME IN EXCESS OF BOOK)	$12
LION BOYLSTON LLC (TAX INCOME IN EXCESS OF BOOK)	$23

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES	$150	$0	$0
LLCP PARTNER III, LLC	$2	$2	$0
LION BOYLSTON LLC	$38	$38	$0
LION TERRACES LLC	$10,267	$10,267	$0
LLCP DEEP VALUE FUND LP	$388	$388	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
LLCP PARNTERS III, LLC	$44,562	$44,562	$44,562
LLCP DEEP VALUE FUND LP	$376	$376	$376

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	LLCP DEEP VALUE, LLC (BOOK INCOME IN EXCESS OF TAX)	Desc
Amt	$1,002	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	LLCP DEEP VALUE	Desc
BOY Book Value	$287	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE	$10	$0	$0
FEDERAL	$5,026	$0	$0