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HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR (EIN 20-1917833)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201503179349101815
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-13T14:18:54-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952399533PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NSBN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19454 WILSHIRE BLVD 4TH FLOORAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP902122907ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201917833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HYMAN LEVINE FAMILY FOUNDATION L'DOR V'DORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHYMABusinessNameControlTxt
Phone3102745291PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19460 WILSHIRE BLVD SUITE 300AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDENA SCHECHTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3102745291PhoneNum
Signature2015-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM D ESENSTENPreparerPersonNm
PTINP00535334PTIN
Phone3102732501PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,408,587FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$892,535ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$451,844DividendsRevAndExpnssAmt
Dividends Net Invst Incm$451,844DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$228,079NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,053,872GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$228,079CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,572,458TotalRevAndExpnssAmt
Total Net Invst Incm$679,923TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$650LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$650LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$30,749OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,749OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,738TaxesRevAndExpnssAmt
Taxes Net Invst Incm$552TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$105TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$379OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$189OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$190OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,516TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,990TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,445TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$362,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$362,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$397,596TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,990TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$363,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,174,862ExcessRevenueOverExpensesAmt
Net Investment Income$647,933NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$245,579SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$273,974SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$273,974SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,472,312USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,690,848USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,927,435USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,863,564CorporateStockBOYAmt
Corporate Stock EOY$3,791,495CorporateStockEOYAmt
Corporate Stock EOYFMV$4,182,178CorporateStockEOYFMVAmt
Other Investments BOY$25,000OtherInvestmentsBOYAmt
Other Investments EOY$25,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,606,455TotalAssetsBOYAmt
Total Assets EOY$7,781,317TotalAssetsEOYAmt
Total Assets EOYFMV$8,408,587TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,606,455RetainedEarningBOYAmt
Retained Earning EOY$7,781,317RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,606,455TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,781,317TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,606,455TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,781,317TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,606,455TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,174,862ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,781,317SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,781,317TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$207,323$119,677$87,646$87,646
PUBLICLY TRADED SECURITIESP$1,794,037$1,693,249$100,788$100,788
PUBLICLY TRADED SECURITIESP$1,045,340$1,012,867$32,473$32,473
CAPITAL GAIN DISTRIBUTIONP$7,161$7,161$7,161
COMPUTER SCIENCES CORP SECURITIES LITIGATIONP$11$11$11
FieldValueIRS element (for citing)
Capital Gain Net Income$228,079CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$345,426AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,834,381NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050542DistributionYr1Rt
Adjusted Qlfy Distri Yr2$360,941AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,893,247NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052362DistributionYr2Rt
Adjusted Qlfy Distri Yr3$332,472AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,746,159NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049283DistributionYr3Rt
Adjusted Qlfy Distri Yr4$296,164AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,109,658NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048475DistributionYr4Rt
Adjusted Qlfy Distri Yr5$255,041AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,229,266NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048772DistributionYr5Rt
Total Distribution0.249434TotalDistributionRt
Average Distribution0.049887AverageDistributionRt
Net Vl Noncharitable Assets$7,449,338NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$371,625AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,479NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$378,104AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$363,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,959InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,959SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,959TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,160EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$14,000AppliedToEsTaxAmt
Total Payments And Credits$17,160TotalPaymentsAndCreditsAmt
Overpayment$4,201OverpaymentAmt
Applied To ES Tax$4,201AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDENA SCHECHTERIndividualWithBooksNm
Phone3102745291PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19460 WILSHIRE BLVD SUITE 300AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DENA SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212PRESIDENT0.00$0$0$0
ROBERT LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212VICE PRESIDENT0.00$0$0$0
MELDON LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212TREASURER0.00$0$0$0
NANCY CLAVIN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212SECRETARY0.00$0$0$0
ADAM PAUL LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
ANDREW CLAVIN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
ASHER LEV SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
CARA E LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
DANIEL CLAVIN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
ELIZABETH COHN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
JACOB C LEVINE
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
JOSHUA SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
MIEKE NEUMANN
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
NOAH BLUM SCHECHTER
9460 WILSHIRE BLVD STE 300BEVERLY HILLSCA90212DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,272,521AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$290,259AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,562,780TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,562,780AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$113,442CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,449,338NetVlNoncharitableAssetsAmt
Minimum Investment Return$372,467MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$372,467MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,959TaxBasedOnInvestmentIncomeAmt
Total Tax$12,959TotalTaxAmt
Distributable Before Adj$359,508DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$359,508DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$359,508DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$363,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$363,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$363,525AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$359,508DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$1,888ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,615ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,949ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$36,452TotalExcessDistributionCyovAmt
Qualifying Distributions$363,525QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$359,508AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,017RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$40,469TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$40,469ExcessDistriCyovToNextYrAmt
Excess From Year3$1,888ExcessFromYear3Amt
Excess From Year2$24,615ExcessFromYear2Amt
Excess From Year1$9,949ExcessFromYear1Amt
Excess From Current Year$4,017ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDENA SCHECHTERContributingManagerNm
Contributing ManagerMELDON LEVINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CHAI LIFELINE
475 S ROBERTSON BOULEVARDBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BET TZEDEK
3250 WILSHIRE BLVD 13TH FLOORLOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CHAI LIFELINE
475 S ROBERTSON BOULEVARDBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
PHASE ONE
256 26TH STREET SUITE 201SANTA MONICACA90402NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
VENICE FAMILY CLINIC
604 ROSE AVENUEVENICECA90291NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
JEWISH FAMILY SERVICE
3580 WILSHIRE BOULEVARD SUITE 700LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
BEVERLY HILLS FIREFIGHTERS' ASSOCIATION
PO BOX 1720BEVERLY HILLSCA902131720NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BOOKENDS
2957 S SEPULVEDA BOULEVARDLOS ANGELESCA90064NONEPUBLIC CHARITYCHARITY/EDUCATION$500
CHILDREN'S BURN FOUNDATION
5000 VAN NUYS BLVD SUITE 450SHERMAN OAKSCA91403NONEPUBLIC CHARITYCHARITY/EDUCATION$500
TOWER CANCER RESEARCH FOUNDATION
9090 WILSHIRE BLVD SUITE 350BEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
KUSC
PO BOX 80354LOS ANGELESCA900740354NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
THE STECHER & HOROWITZ FOUNDATION
119 W 57TH STREET SUITE 1401NEW YORKNY10019NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CENTRAL EUROPEAN UNIVERSITY
PO BOX 1215HERNDONVA20172NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
KCRW
1900 PICO BOULEVARDSANTA MONICACA90405NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CARDOZO SCHOOL OF LAW
55 FIFTH AVENUENEW YORKNY10003NONEPUBLIC CHARITYCHARITY/EDUCATION$3,600
GREEN DOT PUBLIC SCHOOLS
1149 SOUTH HILL SUITE H600LOS ANGELESCA90015NONEPUBLIC CHARITYCHARITY/EDUCATION$500
GRUPEDSAC
NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000AV DE LAS FUENTES NO 184 LOCAL 517NAUCALPANMX53950
HARVARD-WESTLAKE SCHOOL
PO BOX 492415LOS ANGELESCA90049NONEPUBLIC CHARITYCHARITY/EDUCATION$1,500
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC200242126NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
JEWISH BIG BROTHERS BIG SISTERS
6505 WILSHIRE BLVD SIXTH FLOORLOS ANGELESCA90048NONEPUBLIC CHARITYCHARITY/EDUCATION$500
JEWISH FAMILY SERVICE
3580 WILSHIRE BOULEVARD SUITE 700LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$49,900
JEWISH FAMILY SERVICE
3580 WILSHIRE BOULEVARD SUITE 700LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
HAROLD ROBINSON FOUNDATION
10008 NATIONAL BLVD SUITE 324LOS ANGELESCA90034NONEPUBLIC CHARITYCHARITY/EDUCATION$720
VENICE COMMUNITY HOUSING
720 ROSE AVENUEVENICECA90291NONEPUBLIC CHARITYCHARITY/EDUCATION$500
BROOKLYN COLLEGE FOUNDATION
2900 BEDFORD AVENUEBROOKLYNNY112102889NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
LACMA
5905 WILSHIRE BOULEVARDLOS ANGELESCA90036NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
LOS ANGELES PHILHARMONIC ASSOCIATION
151 SOUTH GRAND AVENUELOS ANGELESCA900123034NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
CEDARS-SINAI HEART INSTITUTE
8536 WILSHIRE BOULEVARD 3RD FLOORBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
STANFORD JEWISH CENTER
1289 COLLEGE AVENUEPALO ALTOCA94306NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
UCLA UNICAMP
900 HILGARD AVENUE SUITE 301LOS ANGELESCA90024NONEPUBLIC CHARITYCHARITY/EDUCATION$500
ANTI-DEFAMATION LEAGUE
10495 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
TEMPLE ISAIAH
10345 WEST PICO BOULEVARDLOS ANGELESCA90064NONEPUBLIC CHARITYCHARITY/EDUCATION$3,600
TOWER CANCER RESEARCH FOUNDATION
9090 WILSHIRE BLVD SUITE 350BEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
UNITED JEWISH FUND
6505 WILSHIRE BLVD SUITE 1000LOS ANGELESCA900484994NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
UCLA - TTCF
10945 LE CONTE AVENUE SUITE 3132LOS ANGELESCA900951784NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
BJE
6505 WILSHIRE BLVD SUITE 300LOS ANGELESCA90048NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
WOMEN'S GUILD
5670 WILSHIRE BOULEVARD SUITE 830LOS ANGELESCA90036NONEPUBLIC CHARITYCHARITY/EDUCATION$500
LA MAMA
74A EAST 4TH STREETNEW YORKNY10003NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
OUR HOUSE INC
1663 SAWTELLE BLVD STE 300LOS ANGELESCA90025NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
HARVARD-WESTLAKE SCHOOL
PO BOX 492415LOS ANGELESCA90049NONEPUBLIC CHARITYCHARITY/EDUCATION$1,500
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
CALIFORNIA HEART CENTER
8536 WILSHIRE BLVD 3RD FLOORBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
STANFORD JEWISH CENTER
1289 COLLEGE AVENUEPALO ALTOCA94306NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
FRIENDS OF SHEBA MEDICAL CENTER
2566 OVERLAND AVENUE SUITE 670LOS ANGELESCA90064NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
LA OPERA
135 NORTH GRAND AVENUELOS ANGELESCA90012NONEPUBLIC CHARITYCHARITY/EDUCATION$3,500
WAGV
8800 VENICE BOULEVARD SUITE 304LOS ANGELESCA90034NONEPUBLIC CHARITYCHARITY/EDUCATION$500
AMERICAN JEWISH UNIVERSITY
15600 MULHOLLAND DRIVEBEL AIRCA90077NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
CHAI LIFELINE
475 S ROBERTSON BOULEVARDBEVERLY HILLSCA90211NONEPUBLIC CHARITYCHARITY/EDUCATION$510
JFSADOPT A FAMILY
3580 WILSHIRE BOULEVARD 7TH FLOORLOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
JFSSAVE-A-FAMILY
3580 WILSHIRE BOULEVARD 7TH FLOORLOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$15,000
JFSSOVA
3580 WILSHIRE BOULEVARD 7TH FLOORLOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
PACIFIC COUNCIL ON INT'L POLICY
725 S FIGUEROA STREET SUITE 450LOS ANGELESCA90017NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
JEWISH FAMILY SERVICE
3580 WILSHIRE BOULEVARD SUITE 700LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$18,000
FRIENDS OF IPCRI
54 WENDELL STREET APT 3CAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
EMPOWER GENERATION
7455 SW MONTCLAIR DRIVEPORTLANDOR97225NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
GRUPEDSAC
NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000AV DE LAS FUENTES NO 184 LOCAL 517NAUCALPANMX53950
AMERICAN CANCER SOCIETY
3333 WILSHIRE BLVD SUITE 900LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
AMERICAN HEART ASSOCIATION
1710 GILBRETH ROADBURLINGAMECA940101795NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
FORTE ANIMAL RESCUE
PO BOX 10085MARINA DEL REYCA90295NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
JEWISH HOME
7150 TAMPA AVENUERESEDACA91335NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
KLINE GALLAND FOUNDATION
7500 SEWARD PARK AVE SSEATTLEWA98118NONEPUBLIC CHARITYCHARITY/EDUCATION$250
DOWNTOWN WOMEN'S CENTER
442 S SAN PEDRO STREETLOS ANGELESCA90013NONEPUBLIC CHARITYCHARITY/EDUCATION$500
THAT MAN MAY SEE
10 KORET WAY BOX 0352SAN FRANCISCOCA941430352NONEPUBLIC CHARITYCHARITY/EDUCATION$500
THE LOTOS FOUNDATION
FIVE EAST SIXTY-SIXTH STREETNEW YORKNY10065NONEPUBLIC CHARITYCHARITY/EDUCATION$500
UCLA - TTCF
10945 LE CONTE AVENUE SUITE 3132LOS ANGELESCA900951784NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
INSIDEOUT WRITERS
1212 N VERMONT AVENUE 2ND FLOORLOS ANGELESCA90029NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
K I T
2820 ROOSEVELT ROAD SUITE 202SAN DIEGOCA92106NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
UC BERKELEY FOUNDATION
2080 ADDISON STREET MC 4200BERKELEYCA947204200NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
UC BERKELEY FOUNDATION
2080 ADDISON STREET MC 4200BERKELEYCA947204200NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
AMERICAN CONSTITUTION SOCIETY
1333 H STREET NW 11TH FLOORWASHINGTONDC20005NONEPUBLIC CHARITYCHARITY/EDUCATION$500
B'TSELEM
1411 K STREET NW SUITE 603WASHINGTONDC20005NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BEND THE ARC
330 7TH AVENUE 19TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CAL BASEBALL FOUNDATION
3470 MT DIABLO BLVD SUITE A110LAFAYETTECA94549NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
COLLEGE MATCH
1000 NORTH ALAMEDA STREET SUITE 240LOS ANGELESCA90012NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
COUNCIL ON FOREIGN RELATIONS
58 EAST 68TH STREETNEW YORKNY10065NONEPUBLIC CHARITYCHARITY/EDUCATION$500
HARVARD LAW SCHOOL ANNUAL FUND
1563 MASSACHUSETTS AVENUECAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
HUMAN RIGHTS FIRST
75 BROAD STREET 31ST FLOORNEW YORKNY102750791NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
INNER CITY LAW CENTER
1309 EAST 7TH STREETLOS ANGELESCA90021NONEPUBLIC CHARITYCHARITY/EDUCATION$500
LOS ANGELES LEADERSHIP ACADEMY
234 EAST AVENUE 33LOS ANGELESCA90031NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
NATIONAL CONFERENCE ON SOVIET JEWRY
1120 20TH STREET NW SUITE 300NWASHINGTONDC20036NONEPUBLIC CHARITYCHARITY/EDUCATION$500
RELIGIOUS ACTION CENTER OF REFORM JUDAISM
2027 MASSACHUSETTS AVE NWWASHINGTONDC20036NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
USC CENTER ON PUBLIC DIPLOMACY
3502 WATT WAY SUITE G4LOS ANGELESCA900890281NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
WOODROW WILSON SCHOOL - PRINCETON UNIV
PO BOX 5357PRINCETONNJ08543NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
AMERICAN FRIENDS OF YAD ELIEZER
1102 EAST 26TH STREETBROOKLYNNY11210NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
ASPCA
PO BOX 96929WASHINGTONDC200906929NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CHURCH OF THE GOOD SHEPHERD
504 N ROXBURY DRIVEBEVERLY HILLSCA90210NONEPUBLIC CHARITYCHARITY/EDUCATION$500
FEED THE CHILDREN
PO BOX 97067WASHINGTONDC200907067NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
FORTE ANIMAL RESCUE
PO BOX 10085MARINA DEL REYCA90295NONEPUBLIC CHARITYCHARITY/EDUCATION$500
NO KID HUNGRY
PO BOX 75475BALTIMOREMD212755475NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
WALLIS ANNENBERG CTR FOR PERFORMING ARTS
9390 N SANTA MONICA BLVDBEVERLY HILLSCA90210NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
AMERICAN FRIENDS OF TEL AVIV UNIVERSITY
39 BROADWAY SUITE 1510NEW YORKNY10006NONEPUBLIC CHARITYCHARITY/EDUCATION$15,000
AMERICAN FRIENDS OF THE ISRAEL PHILHARM
122 EAST 42ND STREET SUITE 4507NEW YORKNY10168NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
AMERICANS FOR PEACE NOW
2100 M STREET NW SUITE 619WASHINGTONDC200371269NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
COLUMBIA JOURNALISM SCHOOL
622 W 113TH STREETNEW YORKNY10025NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
DOCTORS WITHOUT BORDERS USA
PO BOX 5030HAGERSTOWNMD217415030NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
FOOD FORWARD
7412 FULTON AVENUE 3NORTH HOLLYWOODCA91605NONEPUBLIC CHARITYCHARITY/EDUCATION$500
HEBREW UNION COLLEGE
3077 UNIVERSITY AVENUELOS ANGELESCA900073796NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
HOMEBOY INDUSTRIES
130 W BRUNO STREETLOS ANGELESCA90012NONEPUBLIC CHARITYCHARITY/EDUCATION$1,800
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY101183299NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREETNEW YORKNY10168NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
JEWISH FAMILY SERVICE
3580 WILSHIRE BOULEVARD SUITE 700LOS ANGELESCA90010NONEPUBLIC CHARITYCHARITY/EDUCATION$20,000
LA THEATRE WORKS
211 N CLIFFWOOD AVENUELOS ANGELESCA90049NONEPUBLIC CHARITYCHARITY/EDUCATION$3,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 27106NEW YORKNY100877106NONEPUBLIC CHARITYCHARITY/EDUCATION$500
MY FRIENDS PLACE
PO BOX 3867HOLLYWOODCA90078NONEPUBLIC CHARITYCHARITY/EDUCATION$500
NEW ISRAEL FUND
PO BOX 96712WASHINGTONDC200777438NONEPUBLIC CHARITYCHARITY/EDUCATION$2,000
PHASE ONE
256 26TH STREET SUITE 201SANTA MONICACA90402NONEPUBLIC CHARITYCHARITY/EDUCATION$500
THE JANE GOODALL INSTITUTE
1595 SPRING HILL ROAD SUITE 550VIENNAVA22182NONEPUBLIC CHARITYCHARITY/EDUCATION$500
UC BERKELEY FOUNDATION
2080 ADDISON STREET MC 4200BERKELEYCA947204200NONEPUBLIC CHARITYCHARITY/EDUCATION$5,000
UCLA - WILLIAM J MARTIN FOUNDATION
PO BOX 24044LOS ANGELESCA90024NONEPUBLIC CHARITYCHARITY/EDUCATION$500
UNITED WAY
1150 S OLIVE STREET SUITE T500LOS ANGELESCA90015NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS66675NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
BOOKS FOR AFRICA
253 E 4TH STREET SUITE 200ST PAULMN55101NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CARE
PO BOX 7039MERRIFIELDVA221169753NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
CENTRAL EUROPEAN UNIVERSITY
PO BOX 1215HERNDONVA20172NONEPUBLIC CHARITYCHARITY/EDUCATION$2,500
CHURCH IN OCEAN PARK
235 HILL STREETSANTA MONICACA90405NONEPUBLIC CHARITYCHARITY/EDUCATION$500
KCRW
1900 PICO BOULEVARDSANTA MONICACA90405NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
THE COLIN CAMPBELL FAMILY FUND
26 GREEN VILLAGE ROADMADISONNJ07940NONEPUBLIC CHARITYCHARITY/EDUCATION$10,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPUBLIC CHARITYCHARITY/EDUCATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$362,080TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$451,844ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$228,079ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$679,923ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$679,923TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (10 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
BLOSSOM LP
19460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$519,768Yes (X)
JOSHUA SARI SCHECHTER
29460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$3,500Yes (X)
BOB LEVINE
39460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$11,500Yes (X)
NANCY CLAVIN
49460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$11,500Yes (X)
SID B LEVINE TRUST
59460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$131,696Yes (X)
MAX A LEVINE TRUST
69460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$59,775Yes (X)
NOAH SCHECHTER
79460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$2,000Yes (X)
SPENCER MIEKE NEUMANN
89460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$5,000Yes (X)
SPENCER MIEKE NEUMANN
99460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$10,445Yes (X)
SBL LP
109460 WILSHIRE BLVD SUITE 300BEVERY HILLSCA90212$137,350Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14697 SHARES OF SPDR GOLD TRUST$519,7682014-11-06
9100 SHARES OF HARMAN INTL INDUSTRIES$10,4452014-12-17
101250 SHARES OF SPDR GOLD TRUST$137,3502014-11-06

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK-SEE ATTACHED STATEMENTStockNm
EOY Book Value$3,791,495EOYBookValueAmt
EOYFMV$4,182,178EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$3,690,848StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$3,927,435StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISRAEL BONDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$25,000BookValueAmt
EOYFMV$25,000EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$650LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$650DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$379RevenueAndExpensesPerBooksAmt
Net Investment Income$189NetInvestmentIncomeAmt
Disbursements Charitable Prps$190DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$30,749Amt
Net Investment Income$30,749NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$552$552$0
FEDERAL EXCISE TAX$2,081$0$0
FILING FEE$30$0$30
REGISTRATION FEE$75$0$75