LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION (EIN 95-4051968)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2016-10-06
- IRS object ID
- 201642809349100009
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-06T19:26:32-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | 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 | 2015-06-01 | 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 | 2016-09-27 | 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 | 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 | $5,022,079 | 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 | $5,160,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,529 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,230 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,295,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,759 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,337 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,738 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,175,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,175,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,194,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,175,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,101,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,759 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $273,284 | CashBOYAmt |
| Cash EOY | $404,859 | CashEOYAmt |
| Cash EOYFMV | $404,859 | CashEOYFMVAmt |
| Corporate Stock BOY | $100,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,827,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,245,820 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $129,376 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,371,400 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,371,400 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $502,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,603,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,022,079 | 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 | $502,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,603,831 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $502,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,603,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $502,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,603,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $502,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,101,171 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,603,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,603,831 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,013,424 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $312,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.241100 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $949,933 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $281,917 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.369548 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $701,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $276,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.536187 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $513,791 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $263,284 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.951471 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $550,903 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $284,156 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.938734 | DistributionYr5Rt |
| Total Distribution | 13.037040 | TotalDistributionRt |
| Average Distribution | 2.607408 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,781,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,289,418 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,290,776 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,175,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,355 | 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 | $2,111,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,171,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,617,220 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,899,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,899,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,781,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,073 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,715 | TotalTaxAmt |
| Distributable Before Adj | $386,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $386,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $386,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,175,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,175,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,175,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $537,389 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $501,489 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $688,419 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $935,977 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $998,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,661,716 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,175,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $386,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $789,492 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,451,208 | 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 | $537,389 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,913,819 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $501,489 | ExcessFromYear4Amt |
| Excess From Year3 | $688,419 | ExcessFromYear3Amt |
| Excess From Year2 | $935,977 | ExcessFromYear2Amt |
| Excess From Year1 | $998,442 | ExcessFromYear1Amt |
| Excess From Current Year | $789,492 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 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 |
| AVIVA FAMILY AND CHILDREN'S SERVICES | |||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| 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 | $5,000 |
| MAPLE COUNSELING CENTER | |||||||
| 9107 WILSHIRE BLVD LOWER LEVEL | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| OLIVER SCHOLARS PROGRAM | |||||||
| 80 MAIDEN LANE SUITE 706 | NEW YORK | NY | 10038 | NONE | 501(C)(3) | ANNUAL GIFT | $2,000 |
| 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 | $250,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BLVD | LOS ANGELES | CA | 900101106 | NONE | 501(C)(3) | ANNUAL GIFT | $6,000 |
| SUNRISE DAY CAMP AT PEARL RIVER | |||||||
| 600 BEAR RIDGE RD | PLEASANTVILLE | NY | 10570 | 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 | $120,000 |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | NONE | 501(C)(3) | ANNUAL GIFT | $1,500 |
| WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9911 W PICO BLVD STE 680 | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | ANNUAL GIFT | $11,500 |
| 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 | $5,400 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | 501(C)(3) | PLEDGE | $270,000 |
| BIG SUNDAY | |||||||
| 6111 MELROSE AVENUE | LOS ANGELES | CA | 90038 | NONE | 501(C)(3) | ANNUAL GIFT | $5,000 |
| BOYS AND GIRLS CLUB OF SANTA MONICA | |||||||
| 1220 LINCOLN BLVD | SANTA MONICA | CA | 90401 | NONE | 501(C)(3) | ANNUAL GIFT | $5,000 |
| THE BRADY CENTER | |||||||
| 708 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | ANNUAL GIFT | $1,000 |
| CITY OF BEVERLY HILLS COMMUNITY CHARITABLE FOUNDATION | |||||||
| 455 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | 501(C)(3) | ANNUAL GIFT | $350 |
| HEALING ARTS REACHING KIDS | |||||||
| PO BOX 691447 | LOS ANGELES | CA | 90069 | NONE | 501(C)(3) | ANNUAL GIFT | $500 |
| JOHN THOMAS DYE SCHOOL | |||||||
| 11414 CHALON RD | LOS ANGELES | CA | 90049 | NONE | 501(C)(3) | ANNUAL GIFT | $5,100 |
| JONSSON CANCER CENTER FOUNDATION | |||||||
| 8-950 FACTOR BLDG BOX 951780 | LOS ANGELES | CA | 90095 | NONE | 501(C)(3) | ANNUAL GIFT | $500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | ANNUAL GIFT | $2,000 |
| THE TEEN LINE | |||||||
| PO BOX 48750 | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) | ANNUAL GIFT | $2,000 |
| THE UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD SU 1400 | LOS ANGELES | CA | 900246516 | NONE | 501(C)(3) | PLEDGE | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,175,850 | 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 | $111,529 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,759 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,759 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | LLCP PARTNERS III, LLC PASS-THRU INCOME |
| 11 | LLCP PARTNERS III, LLC PASS-THRU INCOME |
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 (6 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 | $30,000 | Yes (X) |
| ARTHUR LEVINE LAUREN LEICHTMAN | ||||||
| 2 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $4,180,000 | Yes (X) |
| ARTHUR LEVINE LAUREN LEICHTMAN | ||||||
| 3 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $20,000 | Yes (X) |
| ARTHUR LEVINE LAUREN LEICHTMAN | ||||||
| 4 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $10,000 | Yes (X) |
| ARTHUR LEVINE LAUREN LEICHTMAN | ||||||
| 5 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $100,000 | Yes (X) |
| ARTHUR LEVINE LAUREN LEICHTMAN | ||||||
| 6 | 335 N MAPLE DRIVE 240 | BEVERLY HILLS | CA | 902103859 | $820,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $523,000 |
| JOHNSON & JOHNSON | $916,775 | $1,126,900 |
| PHILIP MORRIS INTL | $776,846 | $986,800 |
| ALTRIA GROUP | $419,670 | $509,120 |
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 | $129,865 | $129,865 |
| LION BOYLSTON, LLC | AT COST | $499,733 | $499,733 |
| LION TERRACES LLC | AT COST | $500,000 | $500,000 |
| LUCKY DAP APP LLC | AT COST | $90,000 | $90,000 |
| MAGNIN - DEEP VALUE | AT COST | $151,802 | $151,802 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $150 | $0 | $0 |
| LLCP PARTNER III, LLC | $16,920 | $0 | $0 |
| LION BOYLSTON LLC | $267 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LLCP PARNTERS III, LLC | Desc |
| Revenue And Expenses Per Books | $24,230 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,230 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE | $10 | $0 | $0 |
| FEDERAL | $396 | $0 | $0 |