ABNER LEVY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ABNER LEVY FOUNDATION (EIN 20-1824387)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349102996
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T18:51:33-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952302617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10960 WILSHIRE BLVD STE 700 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243783 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201824387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABNER LEVY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABNE | BusinessNameControlTxt |
| Phone | 8189992828 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6636 VARIEL AVENUE | AddressLine1 |
| City | CANOGA PARK | City |
| State | CA | State |
| ZIP Code | 91303 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATALIE SARRAF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8189992828 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE CUPINGOOD | PreparerPersonNm |
| PTIN | P00244344 | PTIN |
| Phone | 3104773924 | PhoneNum |
| Preparation | 2014-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,397,351 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $287 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $287 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $225,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,107 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,385 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $50 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,521 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $300 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,907 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,407 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,584 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $24,879 | CashEOYAmt |
| Cash EOYFMV | $24,879 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $392,541 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $546,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $546,145 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $684,803 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $705,752 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $826,327 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,077,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,276,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,397,351 | 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 | $1,077,344 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,276,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,077,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,077,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,276,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,077,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,276,776 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,276,776 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 29.010 SHS OF TEMPLE GLB BD ADVS (TGBAX) | P | 2010-10-19 | 2013-03-08 | $393 | $400 | -$7 | -$7 |
| 31.436 SHS OF TEMPLE GLB BD ADVS (TGBAX) | P | 2011-05-18 | 2013-03-08 | $425 | $432 | -$7 | -$7 |
| 20.795 SHS OF TEMPLE GLB BD ADVS (TGBAX) | P | 2011-08-17 | 2013-03-08 | $282 | $285 | -$3 | -$3 |
| CAPITAL GAINS DIVIDENDS | P | $11,367 | $11,367 | $11,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,350 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,702 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,095,592 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019808 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,942 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $952,433 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.170030 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,769 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $814,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,739 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $577,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.148526 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $531,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051503 | DistributionYr5Rt |
| Total Distribution | 0.427654 | TotalDistributionRt |
| Average Distribution | 0.085531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,163,599 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $216 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,142 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $432 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $432 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $337 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,337 | TotalPaymentsAndCreditsAmt |
| Overpayment | $905 | OverpaymentAmt |
| Applied To ES Tax | $905 | 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 | JESSE PALAGANAS | IndividualWithBooksNm |
| Phone | 8189992828 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6636 VARIEL AVENUE | AddressLine1 |
| City | CANOGA PARK | City |
| State | CA | State |
| ZIP Code | 91303 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID SARRAF | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| NATALIE SARRAF | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | CFO | 2.00 | $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 | $778,079 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $403,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,181,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,181,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,163,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $432 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $432 | TotalTaxAmt |
| Distributable Before Adj | $57,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,142 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,142 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,142 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $29,141 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $114,728 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $143,869 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,142 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $44,606 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $44,606 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $99,263 | 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 | $99,263 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $99,263 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SARRAF | ContributingManagerNm |
| Contributing Manager | NATALIE SARRAF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADL-ANTI-DEFAMATION LEAGUE | ||||||||
| PO BOX 96226 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL | $976 | |
| ALZHEIMER'S DISEASE RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE PO BOX | CLARKSBURY | MD | 20871 | NONE | EXEMPT | GENERAL | $52 | 1950 |
| AMERICAN ASSOCIATION FOR BIKUR CHOLIM | ||||||||
| 156 5TH AVE 1100 | NEW YORK | NY | 10010 | NONE | EXEMPT | GENERAL | $26 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INST OF SCIENCE | ||||||||
| 633 THIRD AVE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | EXEMPT | GENERAL | $26 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 1834 | MERRIFIELD | VA | 221168034 | NONE | EXEMPT | GENERAL | $26 | |
| AMERICAN FEDERATION OF POLICE AND CONCERNED CITIZENS | ||||||||
| 6350 HORIZON DRIVE | TITUSVILLE | FL | 32780 | NONE | EXEMPT | GENERAL | $122 | |
| AMERICAN RED CROSS | ||||||||
| 2025 E ST NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL | $2,500 | |
| 202020 | ||||||||
| PO BOX 96669 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL | $18 | |
| BRAILLE BOOKS FOR BLIND CHILDREN- AMERICAN ACTION FUND FOR BLIND CHILDREN & | ||||||||
| PO BOX 7481 | HALETHORPE | MD | 212270481 | NONE | EXEMPT | GENERAL | $26 | |
| CRYSTIC FIBROSIS FOUNDATION | ||||||||
| 4929 WILSHIRE BLVD 702 | LOS ANGELES | CA | 90010 | NONE | EXEMPT | GENERAL | $26 | |
| DAVID HOROWITZ FOUNDER | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $26 | |
| DISABLED AMERICAN VETERANS | ||||||||
| PO BOX 14301 | CINCANNATI | OH | 452500301 | NONE | EXEMPT | GENERAL | $77 | |
| EPILEPSY FOUNDATION | ||||||||
| 4351 GARDEN CITY DRIVE | LANDOVER | MD | 20785 | NONE | EXEMPT | GENERAL | $26 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 4640 ADMIRALTY WAY STE 406 | MARINA DEL REY | CA | 90292 | NONE | EXEMPT | GENERAL | $26 | |
| CHILDREN'S HOSPITAL LOS ANGELES | ||||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | EXEMPT | GENERAL | $26 | |
| HOPE FOUNDATION | ||||||||
| PO BOX 18280 | BEVERLY HILLS | CA | 90209 | NONE | EXEMPT | GENERAL | $1,100 | |
| IRANIAN JEWISH WOMENS ORGANIZATION | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $300 | |
| ISRAEL CHILDRENS CANCER FOUNDATION | ||||||||
| 141 WASHINGTON AVENUE SUITE 205 | LAWRENCE | NY | 11559 | NONE | EXEMPT | GENERAL | $26 | |
| MAGBIT FOUNDATION | ||||||||
| 433 NORTH CANDEM DRIVE | BEVERLY HILLS | CA | 90210 | NONE | EXEMPT | GENERAL | $2,000 | |
| MIKI JORDAN- JUNIOR BLIND OF AMERICA | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | EXEMPT | GENERAL | $26 | |
| MOTHER AGAINST DRUNK DRIVING | ||||||||
| PO BOX 758521 | TOPEKA | KS | 666758521 | NONE | EXEMPT | GENERAL | $26 | |
| MOUTH AND FOOT PAINTING ARTIST | ||||||||
| 2070 PEACHTREE INDUSTRIAL COURT STE | ATLANTA | GA | 303412240 | NONE | EXEMPT | GENERAL | $26 | 101 |
| NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| ONE SOUTH MEMORIAL DRIVE SUITE 800 | ST LOUIS | MO | 63102 | NONE | EXEMPT | GENERAL | $52 | |
| NATIONAL FEDERATION OF BLIND | ||||||||
| 200 EAST WELLS ST | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL | $52 | |
| NATIONAL JEWISH HEALTH | ||||||||
| PO BOX 5898 | DENVER | CO | 80217 | NONE | EXEMPT | GENERAL | $26 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL | $26 | |
| RABBI MEIR BAAL HANES | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $52 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | NONE | EXEMPT | GENERAL | $26 | |
| SINAI TEMPLE | ||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | EXEMPT | GENERAL | $360 | |
| MEIR PANIM FIGHTING POVERTY IN ISRAEL | ||||||||
| 14622 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | NONE | EXEMPT | GENERAL | $26 | |
| THE GLAUCOMA FOUNDATION | ||||||||
| 80 MAIDEN LANE STE 700 | NEW YORK | NY | 10038 | NONE | EXEMPT | GENERAL | $26 | |
| THE JEWISH LIFE FOUND | ||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | EXEMPT | GENERAL | $1,000 | |
| JEWISH WAR VETERANS OF THE USA | ||||||||
| 1811 R ST NW | WASHINGTON | DC | 20009 | NONE | EXEMPT | GENERAL | $26 | |
| PERSIAN MAIMONIDES FOUNDATION | ||||||||
| 1317 NORTH CRESCENT HEIGHTS BLVD | WEST HOLLYWOOD | CA | 90046 | NONE | EXEMPT | GENERAL | $1,200 | |
| HABIB LEVY FOUNDATION | ||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $8,500 | |
| AMERICAN ISRAEL AFFAIRS COMMITTEE | ||||||||
| PO BOX 96727 | WASHINGTON | DC | 20077 | NONE | EXEMPT | GENERAL | $26 | |
| CHILDRENS CANCER RESEARCH FUND | ||||||||
| 7301 OHMS LANE 460 | MINNEAPOLIS | MN | 55439 | NONE | EXEMPT | GENERAL | $26 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,907 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $11,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,107 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NATALIE SARRAF | ||||||
| 1 | 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | $100,000 | Yes (X) |
| ANDWIN CORPORATION | ||||||
| 2 | 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | $100,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CROWELL WEEDEN | AT COST | $507,081 | $565,777 |
| WCMA | AT COST | $198,671 | $260,550 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & LEGAL FEES | CategoryTxt |
| Legal Fees | $2,385 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,385 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $300 | $0 | $0 | $300 |
| INVESTMENT FEES | $3,521 | $3,521 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF 2013 EST PMT | $500 | $0 | $0 | $0 |
| CALIFORNIA FORM 199 | $10 | $0 | $0 | $0 |
| REGISTRY OF CHARITABLE TRUST | $50 | $0 | $0 | $50 |
| FOREIGN TAX | $2 | $2 | $0 | $0 |