LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION (EIN 95-4051968)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-01-23
- IRS object ID
- 202610239349100606
- Schema version
- 2024v5.5
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-23T15:01:31-06:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 SECOND STREET 1400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | 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 | 345 N MAPLE DRIVE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN LEICHTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102755335 | PhoneNum |
| Signature | 2026-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON LAKRITZ | PreparerPersonNm |
| PTIN | P01935980 | PTIN |
| Phone | 4159635100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,418,136 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,495,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $412,202 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $412,202 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,545 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,949,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,747 | 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 | $1,493 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $747 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $746 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,144 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,572 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,572 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,380 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,690 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,859 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $400 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,009 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,369,797 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,446,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,417,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,009 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,469,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,532,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,738 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $148,166 | CashBOYAmt |
| Cash EOY | $65,595 | CashEOYAmt |
| Cash EOYFMV | $65,595 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,044 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,622,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,622,178 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,560,711 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,612,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,612,384 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $117,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,979 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $117,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,827,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,418,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,418,136 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $923,797 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $925,197 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $3,827,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,492,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,827,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,492,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,827,900 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,418,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,827,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,532,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $132,965 | OtherIncreasesAmt |
| Subtotal | $23,492,939 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,492,939 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,001 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,001 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | 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 | LAUREN B LEICHTMAN | IndividualWithBooksNm |
| Phone | 3102755335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MAPLE DRIVE SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | 1.00 | $0 | $0 | $0 |
| ARTHUR E LEVINE | ||||||||
| 335 N MAPLE DR 240 | BEVERLY HILLS | CA | 90210 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SABRINA LEICHTMAN LEVINE | ||||||||
| 335 N MAPLE DR 240 | BEVERLY HILLS | CA | 90210 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,249,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,704,678 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $117,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,072,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,072,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,891,215 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,001 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,001 | TotalTaxAmt |
| Distributable Before Adj | $588,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $588,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $588,560 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,469,408 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,469,408 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $588,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,545,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,184,853 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,177,308 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,843,004 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,251,375 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,002,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,469,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $588,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,880,848 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,883,215 | 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 | $2,545,827 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,337,388 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,184,853 | ExcessFromYear4Amt |
| Excess From Year3 | $3,177,308 | ExcessFromYear3Amt |
| Excess From Year2 | $1,843,004 | ExcessFromYear2Amt |
| Excess From Year1 | $1,251,375 | ExcessFromYear1Amt |
| Excess From Current Year | $1,880,848 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAUREN B LEICHTMAN | ContributingManagerNm |
| Contributing Manager | ARTHUR E LEVINE | ContributingManagerNm |
| Contributing Manager | SABRINA LEICHTMAN LEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE READY PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | TO SUPPORT THE BEGINNING OF THE YEAR GRADE-LEVEL SCHOLAR BONDING FIELD TRIPS | $40,000 |
| ALLIANCE COLLEGE READY PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | CELEBRATION EVENT SPONSORSHIP | $100,000 |
| GREATER MIAMI JEWISH FEDERATION INC | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | PC | GENERAL SUPPORT | $600,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900101106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900101106 | NONE | PC | TO SUPPORT STUDENTS FOR BAR STUDY | $5,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900101106 | NONE | PC | ALUMNI AWARDS GALA | $10,000 |
| WINDWARD SCHOOL | |||||||
| 11350 PALMS BLVD | LOS ANGELES | CA | 90066 | NONE | PC | CAMPUS EXPANSION AND ELEVATE PROGRAMMING ACROSS ALL DISCIPLINES | $100,000 |
| LOS ANGELES POLICE RESERVE FOUNDATION | |||||||
| FOUNDATION 5903 NOBLE AVENUE | VAN NUYS | CA | 91411 | NONE | PC | TO PROVIDE PUBLIC SAFETY AT THE 2024 SUMMER OLYMPIC GAMES IN PARIS | $12,000 |
| NANTUCKET BOYS & GIRLS CLUB | |||||||
| PO BOX 269 | NANTUCKET | MA | 02554 | NONE | PC | 22ND TIM RUSSERT SUMMER GROOVE | $5,000 |
| KIPP SOCAL PUBLIC SCHOOLS | |||||||
| 1933 S BROADWAY STE 1144 | LOS ANGELES | CA | 90007 | NONE | PC | TO SUPPORT WORK WITH UNDERPRIVILEGED CHILDREN | $10,000 |
| LOTUS ENDOWMENT FUND INC | |||||||
| 3921 ALTON ROAD | MIAMI | FL | 33140 | NONE | PC | DEVELOPMENT OF THE CHILDREN'S VILLAGE AT LOTUS VILLAGE | $3,000 |
| ALEX MORGAN FOUNDATION | |||||||
| 269 S BEVERLY DRIVE 338 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL SUPPORT | $8,000 |
| MIAMI FOUNDATION FOR MENTAL HEALTH | |||||||
| 1450 BRICKELL AVENUE SUITE 1900 | MIAMI | FL | 33131 | NONE | PC | TO SUPPORT MIAMI CENTER FOR MENTAL HEALTH AND RECOVERY | $8,000 |
| WATKINSON SCHOOL | |||||||
| 180 BLOOMFIELD AVENUE | HARTFORD | CT | 061051096 | NONE | PC | TO SUPPORT DOMINICAN REPUBLIC SERVICE TRIP | $15,000 |
| WOMEN'S EMERGENCY NETWORK | |||||||
| PO BOX 566392 | MIAMI | FL | 33256 | NONE | PC | GENERAL SUPPORT | $9,000 |
| MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33120 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MARCH OF DIMES INC | |||||||
| 1550 CRYSTAL DRIVE SUITE 130 | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $15,000 |
| AGASTON RESEARCH FOUNDATION INC | |||||||
| 7765 FISHER ISLAND DRIVE | MIAMI BEACH | FL | 33109 | NONE | PC | TO ADVANCE MEDICAL RESEARCH AND PROMOTE PUBLIC HEALTH EDUCATION | $500,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 1565 EAST 56TH ST | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT PROJECT NARRATIVE/FACTS FOR PEACE | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,446,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE COLLEGE READY PUBLIC SCHOOLS FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 86609 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $923,797 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $923,797 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $412,202 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $454,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $454,747 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARTHUR LEVINE AND LAUREN LEICHTMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MAPLE DRIVE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,495,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,144 | Amt |
| Net Investment Income | $8,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,572 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PENANTPARK INVT CORP | $2,481,516 | $2,481,516 |
| META PLATFORMS INC | $647,490 | $647,490 |
| MICROSOFT CORP | $483,378 | $483,378 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAPLE DRIVE GP HOLDINGS, LLC | AT COST | $27,979 | $27,979 |
| LUCKY DAY APP, LLC | AT COST | $90,000 | $90,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,493 | LegalFeesAmt |
| Net Investment Income | $747 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $746 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN-BOOK ADJ | Desc |
| Amt | $132,965 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,400 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $27,380 | Amt |
| Net Investment Income | $13,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,690 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,859 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |