LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION (EIN 95-4051968)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-10-26
- IRS object ID
- 201742999349100309
- Schema version
- 2016v3.0
- 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 Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-26T11:57:06-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | 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 | 2016-06-01 | 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 | 335 N MAPLE DRIVE NO 240 | 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 | 2017-10-19 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $5,314,311 | 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 | $1,175,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $171,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,340 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,731 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,731 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,385,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,071 | 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 | $4,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,633 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,545,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,545,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,555,803 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,545,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,732 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $404,859 | CashBOYAmt |
| Cash EOY | $340,698 | CashEOYAmt |
| Cash EOYFMV | $340,698 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,827,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,827,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,812,020 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,371,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,192,808 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,161,593 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,603,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,361,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,314,311 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $287 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $287 | 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 | $4,603,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,360,791 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,603,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,360,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,603,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,361,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,603,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,732 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,433,099 | SubtotalAmt |
| Other Decreases | $72,308 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,360,791 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,175,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,781,451 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.151109 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,013,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $312,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.241100 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $949,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $281,917 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.369548 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $701,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.536187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $513,791 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $263,284 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.951471 | DistributionYr5Rt |
| Total Distribution | 11.249415 | TotalDistributionRt |
| Average Distribution | 2.249883 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,334,220 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,001,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,003,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,545,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,481 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,201 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | $3,355,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,502 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,502,290 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,415,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,415,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,232 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,334,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,201 | TotalTaxAmt |
| Distributable Before Adj | $262,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $262,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $262,510 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,545,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,545,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,545,450 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $262,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $501,489 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $688,419 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $935,977 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $998,442 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $789,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,913,819 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,545,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $262,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,282,940 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,196,759 | 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 | $501,489 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,695,270 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $688,419 | ExcessFromYear4Amt |
| Excess From Year3 | $935,977 | ExcessFromYear3Amt |
| Excess From Year2 | $998,442 | ExcessFromYear2Amt |
| Excess From Year1 | $789,492 | ExcessFromYear1Amt |
| Excess From Current Year | $1,282,940 | 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 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10004 | NONE | 501(C)(3) | ANNUAL GIFT | $2,500 |
| BIG SUNDAY | |||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | NONE | 501(C)(3) | ANNUAL GIFT | $5,000 |
| ARTHRITIS FOUNDATION | |||||||
| 800 WEST SIXTH ST STE 1010 | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| FRIENDS & HELPERS FOUNDATION | |||||||
| 15260 VENTURA BLVD STE 2100 | SHERMAN OAKS | CA | 91403 | NONE | 501(C)(3) | ANNUAL GIFT | $500 |
| COLUMBIA LAW SCHOOL | |||||||
| 435 W 116TH ST | NEW YORK | NY | 10025 | NONE | 501(C)(3) | PLEDGE | $50,000 |
| CSUN FOUNDATION | |||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 913308296 | NONE | 501(C)(3) | ANNUAL GIFT | $1,250 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) | ANNUAL GIFT | $5,000 |
| JUNIOR BLIND OF AMERICA | |||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | 501(C)(3) | ANNUAL GIFT | $500 |
| LA OPERA | |||||||
| 135 NORTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | ANNUAL GIFT | $25,000 |
| LOS ANGELES COUNTY COMMISSION FOR WOMEN | |||||||
| 500 WEST TEMPLE ST ROOM B-50 | LOS ANGELES | CA | 90012 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| NANTUCKET POLICE CHARITABLE ASSOCIATION | |||||||
| 4 FAIRGROUNDS RD | NANTUCKET | MA | 02554 | NONE | 501(C)(3) | ANNUAL GIFT | $300 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | ANNUAL GIFT | $10,000 |
| PLANNED PARENTHOOD OF LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | ANNUAL GIFT | $10,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BLVD | LOS ANGELES | CA | 900101106 | NONE | 501(C)(3) | PLEDGE | $200,000 |
| SKIRBALL HOSPICELOS ANGELES JEWISH HOME | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| SUNRISE DAY CAMP AT PEARL RIVER | |||||||
| 600 BEAR RIDGE RD | PLEASANTVILLE | NY | 10570 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 1600 FORBES WAY STE 200 | LONG BEACH | CA | 90810 | NONE | 501(C)(3) | ANNUAL GIFT | $500 |
| TEAM PARKINSON | |||||||
| PO BOX 308 | KINGSTON | NJ | 08528 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SU 1400 | LOS ANGELES | CA | 900246516 | NONE | 501(C)(3) | ANNUAL GIFT | $55,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SU 1400 | LOS ANGELES | CA | 900246516 | NONE | 501(C)(3) | PLEDGE | $500,000 |
| TIA'S HOPE | |||||||
| 149 S BARRINGTON AVE 828 | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | ANNUAL GIFT | $10,000 |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9911 W PICO BLVD STE 680 | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | ANNUAL GIFT | $10,000 |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9911 W PICO BLVD STE 680 | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | PLEDGE | $100,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | ANNUAL GIFT | $8,900 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | PLEDGE | $280,000 |
| UNIVERSITY OF OREGON FOUNDATION (JORDAN SCHNITZER MUSEUM OF ART) | |||||||
| 1720 E 13TH AVE STE 410 | EUGENE | OR | 974032253 | NONE | 501(C)(3) | ANNUAL GIFT | $16,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,545,450 | 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 | $171,340 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,731 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $210,071 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,071 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ARTHUR LEVINE & LAUREN LEICHTMAN | ||||||
| 1 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $1,000,000 | Yes (X) |
| ARTHUR LEVINE & LAUREN LEICHTMAN | ||||||
| 2 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $175,000 | 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 |
| APOLLO INVESTMENT CORP | $614,281 | $628,000 |
| JOHNSON & JOHNSON | $916,775 | $1,282,500 |
| PHILIP MORRIS INTL | $776,846 | $1,198,000 |
| ALTRIA GROUP | $419,670 | $603,520 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LLCP PARTNERS III, LLC | AT COST | $70,467 | $75,043 |
| LION BOYLSTON, LLC | AT COST | $549,630 | $499,630 |
| LION TERRACES LLC | AT COST | $482,711 | $496,016 |
| LUCKY DAY ENTERTAINMENT, INC. | AT COST | $90,000 | $90,000 |
| LLCP - DEEP VALUE FUND, LP | AT COST | $0 | $904 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LLCP PARTNERS III, LLC (TAX INCOME IN EXCESS OF BOOK) | $40,702 |
| LLCP DEEP VALUE, LLC (TAX INCOME IN EXCESS OF BOOK) | $31,549 |
| LION TERRACES LLC (TAX INCOME IN EXCESS OF BOOK) | $17 |
| LION BOYLSTON LLC (TAX INCOME IN EXCESS OF BOOK) | $40 |
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 | $5 | $0 | $0 |
| LION BOYLSTON LLC | $63 | $0 | $0 |
| LION TERRACES LLC | $3,967 | $0 | $0 |
| LLCP DEEP VALUE | $1,448 | $0 | $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 | $38,046 | $38,046 | $38,046 |
| LLCP DEEP VALUE FUND LP | $685 | $685 | $685 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LLCP DEEP VALUE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $287 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE | $10 | $0 | $0 |
| FEDERAL | $4,710 | $0 | $0 |