THE LEVER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE LEVER FAMILY FOUNDATION (EIN 80-0010623)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-13
- IRS object ID
- 201812259349100026
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-13T13:43:24-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260852635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN M EPSTEIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4430 | AddressLine1Txt |
| City | West Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800010623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEVER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVE | BusinessNameControlTxt |
| Phone | 8187890832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17350 MARGATE STREET | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD LEVER | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2018-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ken M Epstein | PreparerPersonNm |
| PTIN | P00013753 | PTIN |
| Phone | 8186103600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $36,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,477 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,311 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $50,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,477 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,125 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,755 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,280 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,250 | CashBOYAmt |
| Cash EOY | $31,522 | CashEOYAmt |
| Corporate Stock BOY | $329,846 | CorporateStockBOYAmt |
| Corporate Stock EOY | $297,082 | CorporateStockEOYAmt |
| Total Assets BOY | $350,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $328,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $350,096 | UnrestrictedBOYAmt |
| Unrestricted EOY | $328,604 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $328,604 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $328,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,492 | ExcessRevenueOverExpensesAmt |
| Subtotal | $328,604 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $328,604 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 92 ISHARES TR INTRM GOV | P | 2016-03-10 | 2017-01-19 | $10,100 | $10,197 | -$97 | -$97 |
| 64 VANGUARD SHRT TERM | P | 2016-08-04 | 2017-01-19 | $5,076 | $5,170 | -$94 | -$94 |
| 5 AMERICAN EXPRESS CO | P | 2003-08-12 | 2017-06-29 | $419 | $197 | $222 | $222 |
| 20 AMERICAN EXPRESS CO | P | 2003-11-18 | 2017-06-29 | $1,677 | $782 | $895 | $895 |
| 25 CATERPILLAR INC | P | 2003-08-12 | 2017-06-29 | $2,645 | $864 | $1,781 | $1,781 |
| 25 CISCO SYS INC | P | 2015-08-27 | 2017-06-29 | $786 | $649 | $137 | $137 |
| 25 COCA COLA INC | P | 2005-02-25 | 2017-06-29 | $1,121 | $538 | $583 | $583 |
| 7 COTY INC | P | 2003-08-12 | 2017-06-29 | $132 | $80 | $52 | $52 |
| 5 DU PONT E I DE NEMOURS | P | 2003-08-12 | 2017-06-29 | $402 | $205 | $197 | $197 |
| 20 DU PONT E I DE NEMOURS | P | 2003-11-18 | 2017-06-29 | $1,610 | $751 | $859 | $859 |
| 5 EXXON MOBILE | P | 2003-08-12 | 2017-06-29 | $403 | $183 | $220 | $220 |
| 20 EXXON MOBILE | P | 2003-11-18 | 2017-06-29 | $1,612 | $706 | $906 | $906 |
| 25 GOLDMAN SACHS | P | 2015-08-27 | 2017-06-29 | $5,631 | $4,689 | $942 | $942 |
| 5 HOME DEPOT INC | P | 2003-11-18 | 2017-06-29 | $761 | $177 | $584 | $584 |
| 20 HOME DEPOT INC | P | 2003-08-12 | 2017-06-29 | $3,045 | $657 | $2,388 | $2,388 |
| 5 INTEL CORP | P | 2005-02-25 | 2017-06-29 | $168 | $120 | $48 | $48 |
| 20 INTEL CORP | P | 2003-08-12 | 2017-06-29 | $673 | $480 | $193 | $193 |
| 5 INTERNARIONAL BUSINESS MACHINES | P | 2003-11-18 | 2017-06-29 | $773 | $447 | $326 | $326 |
| 31 ISHARES S&P MIDCAP | P | 2008-12-09 | 2017-01-19 | $5,142 | $1,568 | $3,574 | $3,574 |
| 5 MCDONALDS CORP | P | 2003-11-18 | 2017-06-29 | $765 | $124 | $641 | $641 |
| 20 MCDONALDS CORP | P | 2003-08-12 | 2017-06-29 | $3,060 | $478 | $2,582 | $2,582 |
| 8 MERCK & CO | P | 2003-11-18 | 2017-06-29 | $515 | $370 | $145 | $145 |
| 17 MERCK & CO | P | 2005-02-25 | 2017-06-29 | $1,095 | $541 | $554 | $554 |
| 23 PROCTOR & GAMBLE | P | 2003-08-12 | 2017-06-29 | $2,006 | $1,022 | $984 | $984 |
| 25 TRAVELERS CO | P | 2015-08-27 | 2017-06-29 | $3,161 | $2,516 | $645 | $645 |
| 25 UNITED TECHNOLOGIES | P | 2003-08-12 | 2017-06-29 | $3,045 | $919 | $2,126 | $2,126 |
| 25 UNITED HEALTH | P | 2015-08-27 | 2017-06-29 | $4,631 | $2,921 | $1,710 | $1,710 |
| 25 VERIZON COMMUNICATIONS | P | 2005-02-25 | 2017-06-29 | $1,112 | $815 | $297 | $297 |
| 8 WAL MART STORES | P | 2003-11-18 | 2017-06-29 | $607 | $438 | $169 | $169 |
| 17 WAL MART STORES | P | 2005-02-25 | 2017-06-29 | $1,290 | $872 | $418 | $418 |
| 20 INTERNARIONAL BUSINESS MACHINES | P | 2003-08-12 | 2017-06-29 | $3,092 | $1,624 | $1,468 | $1,468 |
| 0.9999 DELPHI TECHNOLOGIES | P | 2017-11-06 | 2017-12-22 | $54 | $49 | $5 | $5 |
| 40 AT&T INC | P | 2016-08-19 | 2017-02-23 | $1,677 | $1,642 | $35 | $35 |
| 0.0920 BRITISH AMERN TOB | P | 2017-07-25 | 2017-08-14 | $6 | $6 | ||
| 14 CONTINENTAL RESOURCES | P | 2017-02-23 | 2017-08-03 | $453 | $645 | -$192 | -$192 |
| 11 EQT CORP | P | 2016-10-12 | 2017-09-08 | $669 | $774 | -$105 | -$105 |
| 18 EQT CORP | P | 2017-02-23 | 2017-09-08 | $1,095 | $1,097 | -$2 | -$2 |
| 0.9360 BRITISH AMERN TOB | P | 2017-07-25 | 2017-08-14 | $60 | $65 | -$5 | -$5 |
| 15 APPLE COMPUTER INC | P | 2010-02-24 | 2017-09-13 | $2,384 | $429 | $1,955 | $1,955 |
| 15 APPLE COMPUTER INC | P | 2009-04-23 | 2017-09-13 | $2,384 | $269 | $2,115 | $2,115 |
| 62 BAKER HUGHES | P | 2015-11-24 | 2017-11-06 | $1,996 | $3,292 | -$1,296 | -$1,296 |
| 10 BERKSHIRE HATHAWAY | P | 2015-05-13 | 2017-02-23 | $1,697 | $1,441 | $256 | $256 |
| 1 BERKSHIRE HATHAWAY | P | 2014-04-02 | 2017-02-23 | $170 | $125 | $45 | $45 |
| 5 BLACKROCK INC | P | 2015-05-13 | 2017-02-23 | $1,946 | $1,825 | $121 | $121 |
| 1 BLACKROCK INC | P | 2013-02-01 | 2017-02-23 | $389 | $237 | $152 | $152 |
| 5 CELGENE CORP | P | 2015-05-13 | 2017-02-23 | $594 | $567 | $27 | $27 |
| 48 CELGENE CORP | P | 2015-05-13 | 2017-11-06 | $4,771 | $5,442 | -$671 | -$671 |
| 44 CONTINENTAL RESOURCES | P | 2016-05-31 | 2017-08-03 | $1,424 | $1,852 | -$428 | -$428 |
| 23 EQT CORP | P | 2016-08-19 | 2017-09-08 | $1,399 | $1,638 | -$239 | -$239 |
| 6 J P MORGAN CHASE | P | 2013-10-18 | 2017-02-23 | $545 | $326 | $219 | $219 |
| 17 LOWE'S COS | P | 2014-11-25 | 2017-03-01 | $1,378 | $1,073 | $305 | $305 |
| 45 LOWE'S COS | P | 2013-07-24 | 2017-03-01 | $3,647 | $2,011 | $1,636 | $1,636 |
| 3 M & T BK CORP | P | 2015-05-13 | 2017-02-23 | $509 | $365 | $144 | $144 |
| 1 MCKESSON CORP | P | 2009-04-23 | 2017-02-23 | $149 | $41 | $108 | $108 |
| 42 REYNOLDS AMERICAN INC | P | 2015-06-12 | 2017-07-27 | $2,766 | $1,507 | $1,259 | $1,259 |
| 36 REYNOLDS AMERICAN INC | P | 2015-08-20 | 2017-07-27 | $2,371 | $1,529 | $842 | $842 |
| 87 STARBUCKS CORP | P | 2012-12-26 | 2017-11-06 | $4,853 | $2,313 | $2,540 | $2,540 |
| 8 TJX COS | P | 2016-08-19 | 2017-11-06 | $551 | $635 | -$84 | -$84 |
| 27 VALERO ENERGY | P | 2015-05-13 | 2017-02-23 | $1,810 | $1,573 | $237 | $237 |
| 18 MCKESSON CORP | P | 2009-04-23 | 2017-02-23 | $2,676 | $633 | $2,043 | $2,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,477 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$455 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $730 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $730 | SubtotalAmt |
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $749 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| RONALD LEVER | ||||||
| 17350 MARGATE STREET | ENCINO | CA | 91316 | Chairman | 10.00 | $0 |
| DOREEN LEVER | ||||||
| 17350 MARGATE STREET | ENCINO | CA | 91316 | Chairman | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | SEE ATTACHED | ServiceTypeTxt |
| Compensation | $4,755 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $730 | TotalTaxAmt |
| Distributable Before Adj | $730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $66,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $58,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $73,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,300 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $81,925 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $350,482 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,400 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $66,400 | RemainingDistriFromCorpusAmt |
| Total Corpus | $416,882 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $353,882 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,000 | ExcessFromYear4Amt |
| Excess From Year3 | $73,257 | ExcessFromYear3Amt |
| Excess From Year2 | $74,300 | ExcessFromYear2Amt |
| Excess From Year1 | $81,925 | ExcessFromYear1Amt |
| Excess From Current Year | $66,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD LEVER | ContributingManagerNm |
| Contributing Manager | DOREEN LEVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION & FAMILY SVCS OF OC | ||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | NONE | PROGRAM SUPPORT | $500 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PROGRAM SUPPORT | $500 |
| STANFORD UNIVERSITYSCHOOL OF MEDICINE | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PROGRAM SUPPORT | $500 |
| COVENANT HOUSE CALIFORNIA | ||||||
| 1325 N WESTERN AVENUE | HOLLYWOOD | CA | 90027 | NONE | PROGRAM SUPPORT | $500 |
| UC BERKELEY | ||||||
| 2080 ADDISON ST STE 4200 | BERKELEY | CA | 94720 | NONE | PROGRAM SUPPORT | $500 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PROGRAM SUPPORT | $5,000 |
| JEWISH EDUCATIONAL TRADE SCHOOL | ||||||
| 16601 RINALDI STREET | GRANADA HILLS | CA | 91344 | NONE | GENERAL PROGRAM SUPPORT | $25,000 |
| UCLA FOUNDATION | ||||||
| PO BOX 24044 | LOS ANGELES | CA | 90024 | NONE | PROGRAM SUPPORT | $3,500 |
| MARCH OF DIMES | ||||||
| PO BOX 514419 | LOS ANGELES | CA | 90051 | NONE | PROGRAM SUPPORT | $250 |
| 49ER FOUNDATION | ||||||
| 6300 EAST STATE UNIVERSITY STE 332 | LONG BEACH | CA | 90815 | NONE | DEANS SCHOLARSHIP | $500 |
| CHEDER MENACHEM | ||||||
| 1606 SOUTH LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | GENERAL SUPPORT | $15,000 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PROGRAM SUPPORT | $125 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PROGRAM SUPPORT | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PROGRAM SUPPORT | $125 |
| THE JEWISH FEDERATION COUNCIL OF LA | ||||||
| 6505 WILSHIRE BLVD STE 1000 | LOS ANGELES | CA | 90048 | NONE | PROGRAM SUPPORT | $6,000 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PROGRAM SUPPORT | $900 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PROGRAM SUPPORT | $5,000 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PROGRAM SUPPORT | $1,000 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,477 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,477 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,788 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $1,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,755 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $10,311 | RevenueAndExpensesPerBooksAmt |