HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR (EIN 20-1917833)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349102800
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T16:15:55-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952399533 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSBN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E FL 16 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | HYMA | 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 | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM D ESENSTEN | PreparerPersonNm |
| PTIN | P00535334 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2016-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,542,818 | 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 | $281,748 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $407,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $407,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $183,005 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,586,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $183,005 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $874,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $593,019 | 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 |
| Other Prof Fees Rev And Expnss | $35,921 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,921 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,685 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $526 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,517 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,517 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $482,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $392,644 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $556,572 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $273,974 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $437,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $437,461 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,690,848 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,889,901 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,979,883 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,791,495 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,821,599 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,100,474 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,781,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,173,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,542,818 | 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 | $7,781,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,173,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,781,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,173,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,781,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,173,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,781,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $392,644 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,173,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,173,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,757,840 | $1,657,483 | $100,357 | $100,357 |
| PUBLICLY TRADED SECURITIES | P | $246,756 | $134,871 | $111,885 | $111,885 |
| PUBLICLY TRADED SECURITIES | P | $1,572,882 | $1,611,254 | -$38,372 | -$38,372 |
| CAPITAL GAIN DISTRIBUTION | P | $9,135 | $9,135 | $9,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $183,005 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $363,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,449,338 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048800 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $345,426 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,834,381 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $360,941 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,893,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $332,472 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,746,159 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $296,164 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,109,658 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048475 | DistributionYr5Rt |
| Total Distribution | 0.249462 | TotalDistributionRt |
| Average Distribution | 0.049892 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,437,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $420,968 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $426,534 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $422,677 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,069 | OverpaymentAmt |
| Applied To ES Tax | $7,069 | 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 |
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 | $8,212,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,566,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,566,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,437,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,131 | TotalTaxAmt |
| Distributable Before Adj | $410,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $422,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,888 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,615 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,017 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $40,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,929 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $52,398 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,398 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,888 | ExcessFromYear4Amt |
| Excess From Year3 | $24,615 | ExcessFromYear3Amt |
| Excess From Year2 | $9,949 | ExcessFromYear2Amt |
| Excess From Year1 | $4,017 | ExcessFromYear1Amt |
| Excess From Current Year | $11,929 | 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 (88 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Constitution Society | ||||||||||||
| 1333 H Street NW 11th Floor | Washington | DC | 20005 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| American Friends of Tel Aviv University | ||||||||||||
| 39 Broadway Suite 1510 | New York | NY | 10006 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $15,000 | |||||
| American Friends of Yad Eliezer | ||||||||||||
| 1102 East 26th Street | Brooklyn | NY | 11210 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| American Heart Association | ||||||||||||
| 1710 Gilbreth Road | Burlingame | CA | 940101795 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| American Jewish Committee | ||||||||||||
| 11766 Wilshire Blvd Suite 800 | Los Angeles | CA | 90025 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| American Jewish University | ||||||||||||
| 15600 Mulholland Drive | Bel Air | CA | 90077 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $28,500 | |||||
| Americans For Peace Now | ||||||||||||
| 2100 M Street NW Suite 619 | Washington | DC | 200371269 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| ASPCA | ||||||||||||
| PO Box 96929 | Washington | DC | 200906929 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| B'Tselem | ||||||||||||
| 1411 K Street NW Suite 603 | Washington | DC | 20005 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Beit T'Shuvah USA | ||||||||||||
| PO Box 34064 | Washington | DC | 20043 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,800 | |||||
| Bet Tzedek | ||||||||||||
| 3250 Wilshire Blvd 13th Floor | Los Angeles | CA | 90010 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | |||||
| Beverly Hills Firefighters' Association | ||||||||||||
| PO Box 1720 | Beverly Hills | CA | 902131720 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Books For Africa | ||||||||||||
| 253 E 4th Street Suite 200 | St Paul | MN | 55101 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Breed Street Shul Project | ||||||||||||
| PO Box 33411 | Los Angeles | CA | 90033 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| Cal Baseball Foundation | ||||||||||||
| 3470 Mt Diablo Blvd Suite A110 | Lafayette | CA | 94549 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| Calif Coalition for Public Higher Education | ||||||||||||
| 638 Lindero Canyon Road 101 | Oak Park | CA | 91377 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | |||||
| California Heart Center | ||||||||||||
| 8536 Wilshire Blvd 3rd Floor | Beverly Hills | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | |||||
| Cardinal's Awards Dinner | ||||||||||||
| 3424 Wilshire Boulevard 5th floor | Los Angeles | CA | 90010 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Cardozo School of Law | ||||||||||||
| 55 Fifth Avenue | New York | NY | 10003 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,500 | |||||
| CARE | ||||||||||||
| PO Box 7039 | Merrifield | VA | 221169753 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Chabad of Park City | ||||||||||||
| PO Box 681818 | Park City | UT | 84068 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $6,000 | |||||
| Chai Lifeline | ||||||||||||
| 475 S Robertson Boulevard | Beverly Hills | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,300 | |||||
| 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 | $750 | |||||
| College Match | ||||||||||||
| 1000 North Alameda Street Suite 240 | Los Angeles | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Columbia Journalism School | ||||||||||||
| 622 W 113th Street | New York | NY | 10025 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Council on Foreign Relations | ||||||||||||
| 58 East 68th Street | New York | NY | 10065 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| Didi Hirsch Mental Health Services | ||||||||||||
| 760 S Sepulveda Boulevard | 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 | $2,000 | |||||
| Doctors Without Borders USA | ||||||||||||
| PO Box 5030 | Hagerstown | MD | 217415030 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Downtown Women's Center | ||||||||||||
| 442 S San Pedro Street | Los Angeles | CA | 90013 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| ETTA | ||||||||||||
| 12722 Riverside Drive Suite 105 | North Hollywood | CA | 91607 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Feed the Children | ||||||||||||
| PO Box 97067 | Washington | DC | 200907067 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Forte Animal Rescue | ||||||||||||
| PO Box 10085 | Marina del Rey | CA | 90295 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | |||||
| Friends of Auschwitz-Birkenau Foundation | ||||||||||||
| PO Box 35372 | Los Angeles | CA | 90035 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| Gemstone Foundation | ||||||||||||
| 4905 Topeka Drive | Tarzana | CA | 91356 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| GRUPEDSAC | ||||||||||||
| NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | Av de las Fuentes No 184 Local 517 | Naucalpan | MX | 53950 | |||||
| Hadassah Medical Relief Association | ||||||||||||
| NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | POB 12000 | Jerusalem | IS | 91120 | |||||
| Harvard-Westlake School | ||||||||||||
| PO Box 492415 | Los Angeles | CA | 90049 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,500 | |||||
| Harvard Law School Annual Fund | ||||||||||||
| 1563 Massachusetts Avenue | Cambridge | MA | 02138 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Homeboy Industries | ||||||||||||
| 130 W Bruno Street | Los Angeles | CA | 90012 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| Human Rights First | ||||||||||||
| 75 Broad Street 31st Floor | New York | NY | 102750791 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | |||||
| Human Rights Watch | ||||||||||||
| 350 Fifth Avenue 34th Floor | New York | NY | 101183299 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | |||||
| Inner City Law Center | ||||||||||||
| 1309 East 7th Street | Los Angeles | CA | 90021 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| InsideOUT Writers | ||||||||||||
| 1212 N Vermont Avenue 2nd Floor | Los Angeles | CA | 90029 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | |||||
| IRIS-Integr Refugee & Immigrant Services | ||||||||||||
| 235 Nicoll Street | New Haven | CT | 06511 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Israel Policy Forum | ||||||||||||
| 140 West 57th Street Suite 6C | New York | NY | 10019 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Jewish Family Service | ||||||||||||
| 3580 Wilshire Boulevard Suite 700 | Los Angeles | CA | 90010 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $140,417 | |||||
| Jewish Home | ||||||||||||
| 7150 Tampa Avenue | Reseda | CA | 91335 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| Jewish Voice for Peace | ||||||||||||
| Jewish Voice for Peace | Oakland | CA | 94612 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $250 | |||||
| K I T | ||||||||||||
| 2820 Roosevelt Road Suite 202 | San Diego | CA | 92106 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| KCRW | ||||||||||||
| 1900 Pico Boulevard | Santa Monica | CA | 90405 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,400 | |||||
| KUSC | ||||||||||||
| PO Box 80354 | Los Angeles | CA | 900740354 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| KW Military Support Foundation | ||||||||||||
| 5850 Canoga Avenue Suite 220 | woodland hills | CA | 91364 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| LACMA | ||||||||||||
| 5905 Wilshire Boulevard | Los Angeles | CA | 90036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| Liberty Hill FoundationLeonard's Fund | ||||||||||||
| 5850 Canoga Avenue Suite 220 | Los Angeles | CA | 90048 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | |||||
| Los Angeles Conservation Corps | ||||||||||||
| PO Box 15868 | Los Angeles | CA | 90015 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | |||||
| Los Angeles Leadership Academy | ||||||||||||
| 234 East Avenue 33 | Los Angeles | CA | 90031 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Los Angeles Philharmonic Association | ||||||||||||
| 151 South Grand Avenue | Los Angeles | CA | 900123034 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $20,000 | |||||
| Nat Coalition Supporting Eurasian Jewry | ||||||||||||
| 1120 20th Street NW Suite 300N | Washington | DC | 20036 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| New Israel Fund | ||||||||||||
| PO Box 96712 | Washington | DC | 200777438 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | |||||
| No Kid Hungry | ||||||||||||
| PO Box 75475 | Baltimore | MD | 212755475 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| NYU - Stern School of Business | ||||||||||||
| PO Box 2251 | New York | NY | 10116 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| OUR LA | ||||||||||||
| 2454 Lyric Avenue | Los Angeles | CA | 90027 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Pacific Council on Int'l Policy | ||||||||||||
| 725 S Figueroa Street Suite 450 | Los Angeles | CA | 90017 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $15,000 | |||||
| Phase One | ||||||||||||
| 256 26th Street Suite 201 | Santa Monica | CA | 90402 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | |||||
| Project Judaica Foundation | ||||||||||||
| 8101 Connecticut Avenue s-409 | Chevy Chase | MD | 20815 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| St Jude's Children's Research Hospital | ||||||||||||
| 501 St Jude Place | Memphis | TN | 38105 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| Stanford Jewish Center | ||||||||||||
| 1289 College Avenue | Palo Alto | CA | 94306 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $20,000 | |||||
| T'ruah | ||||||||||||
| 266 W 37th Street Suite 803 | new york | NY | 10018 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Temple Isaiah | ||||||||||||
| 10345 West Pico Boulevard | Los Angeles | CA | 90064 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,600 | |||||
| That Man May See | ||||||||||||
| 10 Koret Way Box 0352 | San Francisco | CA | 941430352 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| The Democracy Council | ||||||||||||
| 10736 Jefferson Blvd No 336 | Culver City | CA | 90230 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| The Duet Gala | ||||||||||||
| 9390 North Santa Monica Blvd | Beverly Hills | CA | 90210 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $6,000 | |||||
| The Jane Goodall Institute | ||||||||||||
| 1595 Spring Hill Road Suite 550 | Vienna | VA | 22182 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $500 | |||||
| The Jewish Federation of greater los angeles | ||||||||||||
| 6505 Wilshire Boulevard | Los Angeles | CA | 90048 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $4,000 | |||||
| The Music Center Founders | ||||||||||||
| PO Box 849743 | Los Angeles | CA | 90084 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| The Stecher & Horowitz Foundation | ||||||||||||
| 119 W 57th Street Suite 1401 | New York | NY | 10019 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $3,000 | |||||
| Tower Cancer Research Foundation | ||||||||||||
| 9090 Wilshire Blvd Suite 350 | Beverly Hills | CA | 90211 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| UC Berkeley Foundation | ||||||||||||
| 2080 Addison Street MC 4200 | Berkeley | CA | 947204200 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $10,000 | |||||
| UCLA - TTCF | ||||||||||||
| 10945 Le Conte Avenue Suite 3132 | Los Angeles | CA | 900951784 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,500 | |||||
| UNICEF | ||||||||||||
| 125 Maiden Lane | New York | NY | 10038 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| US Friends of David Sheldrick Wildlife Trust | ||||||||||||
| 201 North Illinois Street 16th | indianapolis | IN | 46204 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | floor | ||||
| USC Center on Public Diplomacy | ||||||||||||
| 3502 Watt Way Suite G4 | Los Angeles | CA | 900890281 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $5,000 | |||||
| Venice Community Housing | ||||||||||||
| 720 Rose Avenue | Venice | CA | 90291 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Wellesley College | ||||||||||||
| 106 Central Street | Wellesley | MA | 02481 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,000 | |||||
| Woodrow Wilson School - Princeton Univ | ||||||||||||
| PO Box 5357 | Princeton | NJ | 08543 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $1,000 | |||||
| Wounded Warrior Project | ||||||||||||
| PO Box 758517 | Topeka | KS | 66675 | NONE | PUBLIC CHARITY | CHARITY/EDUCATION | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,517 | 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 | $407,131 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $183,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $593,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $593,019 | 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 (11 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 | BEVERY HILLS | CA | 90212 | $27,900 | Yes (X) | |
| ADAM LEVINE | |||||||
| 2 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $838 | Yes (X) | |
| BOB LEVINE | |||||||
| 3 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $8,500 | Yes (X) | |
| NANCY CLAVIN | |||||||
| 4 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $9,000 | Yes (X) | |
| SID B LEVINE TRUST | |||||||
| 5 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $119,970 | Yes (X) | |
| MAX A LEVINE TRUST | |||||||
| 6 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $46,570 | Yes (X) | |
| NOAH and AMANDA SCHECHTER | |||||||
| 7 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $3,058 | Yes (X) | |
| ANDREW CLAVIN | |||||||
| 8 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $300 | Yes (X) | |
| DANIEL CLAVIN | |||||||
| 9 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $300 | Yes (X) | |
| ELIZABETH COHN | |||||||
| 10 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $300 | Yes (X) | |
| UNITED SIBLINGS | |||||||
| 11 | 9460 WILSHIRE BLVD SUITE 300 | BEVERY HILLS | CA | 90212 | $65,012 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHARES OF ROYAL BANK CANADA | $27,900 | 2015-12-07 |
| 7 | 58 SHARES OF ROYAL BANK CANADA | $3,058 | 2015-12-14 |
| 11 | 625 SHARES OF SPDR GOLD TRUST | $65,012 | 2015-12-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK-SEE ATTACHED STATEMENT | StockNm |
| EOY Book Value | $3,821,599 | EOYBookValueAmt |
| EOYFMV | $4,100,474 | 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 | $3,889,901 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,979,883 | 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 Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPMORGAN CHASE & CO | Desc |
| Revenue And Expenses Per Books | $2,883 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,883 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $35,921 | Amt |
| Net Investment Income | $35,921 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $526 | $526 | $0 |
| FEDERAL EXCISE TAX | $22,999 | $0 | $0 |
| FILING FEE | $10 | $0 | $10 |
| REGISTRATION FEE | $150 | $0 | $150 |