ABNER LEVY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ABNER LEVY FOUNDATION (EIN 20-1824387)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349102106
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-15T18:05:17-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952302617 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGERLEWAK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201824387 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABNER LEVY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ABNE | NameControl |
| Phone | 8189992828 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NATALIE SARRAF | Name |
| Title | PRESIDENT | Title |
| Phone | 8189992828 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE CUPINGOOD | Name |
| PTIN | P00244344 | PTIN |
| Phone | 3104773924 | Phone |
| Date Prepared | 2012-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 854003 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 94047 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 389 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 389 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14768 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14768 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5267 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 18140 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5267 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 114471 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20424 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 577 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 577 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 685 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1428 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1428 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2690 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2005 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 160141 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 160141 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 162831 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 162146 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -48360 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 20424 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 337240 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 264324 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 264325 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 641594 | InvestmentsOtherBOY |
| Investments Other EOY | 666150 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 589678 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 978834 | TotalAssetsBOY |
| Total Assets EOY | 930474 | TotalAssetsEOY |
| Total Assets EOYFMV | 854003 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 978834 | RetainedEarningsBOY |
| Retained Earnings EOY | 930474 | RetainedEarningsEOY |
| Total Net Assets BOY | 978834 | TotalNetAssetsBOY |
| Total Net Assets EOY | 930474 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 978834 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 930474 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 978834 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -48360 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 930474 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 930474 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 0.1960 SHS BLACKRCK GNMA PORT INV A | P | 2010-12-23 | 2011-10-18 | 2 | 2 | 0 | 0 |
| 22.0690 SHS WELLS PRECIOUS METALS A | P | 2010-12-14 | 2011-06-08 | 1754 | 2008 | -254 | -254 |
| 15.1250 SHS WELLS PRECIOUS METALS A | P | 2010-12-20 | 2011-06-08 | 1203 | 1298 | -95 | -95 |
| 57110 SHS BLACKRCK GNMA PORT INV | P | 2010-04-01 | 2011-10-18 | 60 | 61 | -1 | -1 |
| 0.907 SHS BLACKRCK GNMA PORT INV | P | 2010-05-03 | 2011-10-18 | 9 | 9 | 0 | 0 |
| 132.6600 SHS WELLS PRECIOUS METALS | P | 2009-10-20 | 2011-06-08 | 10532 | 9495 | 1037 | 1037 |
| CAPITAL GAINS DIVIDENDS | P | 4580 | 4580 | 4580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5267 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30769 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 814277 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037787 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 85739 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 577267 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.148526 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27351 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 531052 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051503 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 23425 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 406605 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057611 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14098 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 240996 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058499 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.353926 | TotalDistributionRatio |
| Average Distribution Ratio | 0.070785 | AverageDistributionRatio |
| Net Noncharitable Assets | 952433 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 67418 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 204 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 67622 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 162146 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 204 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 204 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 204 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 296 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 296 | TotalCreditsAndPayments |
| Overpayment | 92 | Overpayment |
| Amount Credited To Next Year | 92 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JESSE PALAGANAS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8189992828 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 678433 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 288504 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 966937 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 966937 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14504 | CashDeemedCharitable |
| Net Noncharitable Assets | 952433 | NetNoncharitableAssets |
| Minimum Investment Return | 47622 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47622 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 204 | TaxBasedOnInvestmentIncome |
| Total Tax | 204 | TotalTax |
| Distributable Amount Before Adj | 47418 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47418 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47418 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 162146 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 162146 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 204 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 161942 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47418 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2329 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3666 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1048 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 57200 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 64243 | TotalExcessDistriCarryover |
| Qualifying Distributions | 162146 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 47418 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 114728 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 178971 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 2329 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 176642 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3666 | ExcessFromYear4 |
| Excess From Year3 | 1048 | ExcessFromYear3 |
| Excess From Year2 | 57200 | ExcessFromYear2 |
| Excess From Current Year | 114728 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SARRAF | ContributingManager |
| Contributing Manager | NATALIE SARRAF | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (65 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVANCEMENT OF RESEARCH FOR MYOPATHIES ( ARM ) | ||||||||||||
| PO BOX 261926 | ENCINO | CA | 91426 | NONE | EXEMPT | GENERAL | $26 | |||||
| AFL-AMERICAN FRIENDS OF LIBI | ||||||||||||
| 419 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | EXEMPT | GENERAL | $26 | |||||
| ALZHEIMER'S DISEASE RESEARCH | ||||||||||||
| 22512 GATEWAY CENTER DRIVE PO BOX | CLARKSBURY | MD | 20871 | NONE | EXEMPT | GENERAL | $26 | 1950 | ||||
| AMERICAN DIABETES ASSOCIATION | ||||||||||||
| PO BOX 1834 | MERRIFIELD | VA | 221168034 | NONE | EXEMPT | GENERAL | $26 | |||||
| AMERICAN FRIENDS OF MEIR PANIM | ||||||||||||
| 5316 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | EXEMPT | GENERAL | $62 | |||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||||||
| 39 BROADWAY STE 1510 | NEW YORK | NY | 10006 | NONE | EXEMPT | GENERAL | $50,000 | |||||
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||||||||
| PO BOX 2035 | NEW YORK | NY | 100210051 | NONE | EXEMPT | GENERAL | $26 | |||||
| AMERICAN FRIENDS OF TZOHAR | ||||||||||||
| 1417 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | NONE | EXEMPT | GENERAL | $26 | |||||
| AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE | ||||||||||||
| PO BOX 96727 | WASHINGTON | DC | 200777617 | NONE | EXEMPT | GENERAL | $76 | |||||
| AMERICAN JEWISH COMMITTEE | ||||||||||||
| PO BOX 170800 | MILWAUKEE | WI | 53217 | NONE | EXEMPT | GENERAL | $26 | |||||
| BAYCREST FOUNDATION | ||||||||||||
| NONE | EXEMPT | GENERAL | $20,000 | 3560 BATHURST ST | TORONTO ONTARIO | CA | M6A 2E1 | |||||
| B'NAI B' RUTH INTERNATIONAL | ||||||||||||
| 2020 K ST NW 7TH FLOOR | WASHINGTON | DC | 20006 | 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 | |||||
| CAMPS FOR BLIND | ||||||||||||
| PO BOX 6097 | LINCOLN | NE | 685060097 | NONE | EXEMPT | GENERAL | $26 | |||||
| CHABAD OF CALIFORNIA | ||||||||||||
| 741 GAYLEY AVENUE | LOS ANGELES | CA | 90099 | NONE | EXEMPT | GENERAL | $26 | |||||
| CHILDRENS HOSPITAL LOS ANGELES | ||||||||||||
| CHILDRENS HOSP LA - DEPT 2712 | LOS ANGELES | CA | 90084 | NONE | EXEMPT | GENERAL | $26 | |||||
| CITY OF HOPE | ||||||||||||
| PO BOX 60409 | LOS ANGELES | CA | 90060 | NONE | EXEMPT | GENERAL | $10,000 | |||||
| COLEL CHABAD ( RABBI MEIR BAAL CHARITIES IN THE HOLY LAND ) | ||||||||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 112139818 | NONE | EXEMPT | GENERAL | $18 | |||||
| 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 | $25 | |||||
| DISABLED AMERICAN VETERANS | ||||||||||||
| PO BOX 14301 | CINCANNATI | OH | 452500301 | NONE | EXEMPT | GENERAL | $26 | |||||
| EDNA NADASSIRZADEH FOUNDATION | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $5,000 | |||||
| EPILEPSY FOUNDATION | ||||||||||||
| 4351 GARDEN CITY DRIVE | LANDOVER | MD | 20785 | NONE | EXEMPT | GENERAL | $55 | |||||
| ERETZ CULTURAL CENTER- | ||||||||||||
| 6170 WILBUR AVENUE | TARZANA | CA | 91335 | NONE | EXEMPT | GENERAL | $504 | |||||
| FARIBORZ FRED MATLOOB FOUNDATION | ||||||||||||
| PO BOX 57048 | SHERMAN OAKS | CA | 91413 | NONE | EXEMPT | GENERAL | $120 | |||||
| FRIENDS OF JERUSALEM ACADEMY MUSIC AND DANCE | ||||||||||||
| 1801 CENTURY PARK WEST 5TH FLR | LOS ANGELES | CA | 90067 | NONE | EXEMPT | GENERAL | $5,000 | |||||
| FRIENDS OF JERUZALEM COLLEGE OF TECHNOLOGY | ||||||||||||
| 9454 WILSHIRE BLVD STE 600 | BEVERLY HILLS | CA | 90212 | NONE | EXEMPT | GENERAL | $500 | |||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||||||
| 4640 ADMIRALTY WAY STE 406 | MARINA DEL REY | CA | 90292 | NONE | EXEMPT | GENERAL | $4,026 | |||||
| HADASA | ||||||||||||
| 455 ROBERTSON BLVD | BEVERLY HILLS | CA | 90211 | NONE | EXEMPT | GENERAL | $176 | |||||
| HOPE FOUNDATION | ||||||||||||
| PO BOX 18280 | BEVERLY HILLS | CA | 90209 | NONE | EXEMPT | GENERAL | $1,000 | |||||
| INNER CITY ARTS | ||||||||||||
| 720 KOHLER ST | LOS ANGELES | CA | 90021 | NONE | EXEMPT | GENERAL | $1,700 | |||||
| IRANIAN JEWISH WOMENS ORGANIZATION | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $300 | |||||
| ISRAEIL SPORT CENTER FOR DISABLED | ||||||||||||
| PO BOX 667 | DEERFIELD | IL | 60015 | NONE | EXEMPT | GENERAL | $36 | |||||
| ISRAEL CANCER RESEARCH FUND- ICRF | ||||||||||||
| 159 S BEVERLY DR 207 | BEVERLY HILLS | CA | 90212 | NONE | EXEMPT | GENERAL | $200 | |||||
| ISRAEL CHILDRENS CANCER FOUNDATION | ||||||||||||
| 141 WASHINGTON AVENUE SUITE 205 | LAWRENCE | NY | 11559 | NONE | EXEMPT | GENERAL | $26 | |||||
| ISRAEL SPECIAL KIDS FUND | ||||||||||||
| 505 EIGHT AVENUE SUITE 12A04 | NEW YORK | NY | 10138 | NONE | EXEMPT | GENERAL | $26 | |||||
| JEWISH NATIONAL FUND | ||||||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | EXEMPT | GENERAL | $26 | |||||
| JEWISH WAR VETERANS OF THE USA | ||||||||||||
| PO BOX 1575 | MERRIFIELD | VA | 221169944 | NONE | EXEMPT | GENERAL | $26 | |||||
| KATSUYA- AMERICAN EXPRESS ( DINNER FOR FOUNDATION ALZEIMERS DISEASE) | ||||||||||||
| 322 8TH AVE 7TH FL | NEW YORK | NY | 10001 | NONE | EXEMPT | GENERAL | $24,702 | |||||
| KATSUYA- AMERICAN EXPRESS ( DINNER FOR FOUNDATION STEM CELL RESEARCH UCLA | ||||||||||||
| 10920 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | EXEMPT | GENERAL | $21,411 | |||||
| LOS ANGELES COUNTY POLICE CANINE ASSOC | ||||||||||||
| 1223 WILSHIRE BLVD STE 435 | SANTA MONICA | CA | 90403 | NONE | EXEMPT | GENERAL | $90 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||||||
| PO BOX 5028 | HAGERSTOWN | MD | 217415028 | 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 | $26 | |||||
| NATIONAL FEDERATION OF BLIND | ||||||||||||
| 200 EAST WELLS ST | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL | $56 | |||||
| NATIONAL GLAUCOMA RESEARCH | ||||||||||||
| 22512 GATEWAY CENTER DRIVE PO BOX | CLARKSBURG | MD | 20871 | NONE | EXEMPT | GENERAL | $26 | 1962 | ||||
| NATURAL FEDERATION OF BLIND | ||||||||||||
| 200 EAST WELLS ST | BALTIMORE | MD | 21230 | NONE | EXEMPT | GENERAL | $20 | |||||
| PARALYZED VETERANS OF AMERICA | ||||||||||||
| 801 EIGHTEENTH ST NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | GENERAL | $26 | |||||
| POLICE FAMILY SURVIVOR'S FUND | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $26 | |||||
| RABBI MEIR BAAL HANES | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $18 | |||||
| RABBI YECHIEL ECKSTEIN- INTL FELLOWSHIP OF CHRISTIANS AND JEWS | ||||||||||||
| PO BOX 97339 | WASHINGTON | DC | 200777472 | NONE | EXEMPT | GENERAL | $26 | |||||
| SACC | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $158 | |||||
| SHOFAR CULTURAL FOUNDATION INC | ||||||||||||
| PO BOX 222136 | GREAT NECK | NY | 11022 | NONE | EXEMPT | GENERAL | $500 | |||||
| SINAI TEMPLE | ||||||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | EXEMPT | GENERAL | $360 | |||||
| TASHBAR TORAT HAYIM HEBREW ACADEMY (TZEDAKA FUND ) | ||||||||||||
| 1210 S CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | EXEMPT | GENERAL | $1,000 | |||||
| THE HOME OF THE SAGES OF ISRAEL | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $27 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| PO BOX 9031 | PITTSFIELD | MA | 01202 | NONE | EXEMPT | GENERAL | $52 | |||||
| THE UCLA FOUNDATION (DAVID GEFFEN SCHOOL OF MEDICINE ) | ||||||||||||
| 10945 LE CONTE AVE STE 3119 | LOS ANGELES | CA | 90095 | NONE | EXEMPT | GENERAL | $5,000 | |||||
| UNITED JEWISH FUND | ||||||||||||
| JEWISH FEDERATION COUNCIL PO BOX | LOS ANGELES | CA | 90054 | NONE | EXEMPT | GENERAL | $26 | 54269 | ||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| PO BOX 90968 | WASHINGTON | DC | 200900988 | NONE | EXEMPT | GENERAL | $26 | |||||
| UNITED TIVERIAS INSTITUTIONS | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $26 | |||||
| WILSHIRE BLVD TEMPLE | ||||||||||||
| 3663 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | EXEMPT | GENERAL | $6,950 | |||||
| WOMENS INTL ZIONIST ORGANIZATION- WIZO | ||||||||||||
| 9461 CHARLEVILLE BLVD 207 | BEVERLY HILLS | CA | 90212 | NONE | EXEMPT | GENERAL | $225 | |||||
| WORLD JEWISH CONGRESS FOUNDATION | ||||||||||||
| 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | NONE | EXEMPT | GENERAL | $28 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 160141 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $389 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,768 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $5,267 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $20,424 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20424 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (5 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | NATALIE SARRAF | 6636 VARIEL AVENUE | CANOGA PARK | CA | 91303 | 50000 | X |
| 2 | Y S NAZARIAN FAMILY FOUNDATION | 1801 CENTURY PARK WEST FL 5 | LOS ANGELES | CA | 90067 | 5000 | X |
| 3 | ISAAC MORADI | 9301 WILSHIRE BLVD STE 315 | BEVERLY HILLS | CA | 90210 | 5000 | X |
| 4 | RAYMOND LEVYDAN LEVY | 9301 WILSHIRE BLVD STE 606 | BEVERLY HILLS | CA | 90210 | 5000 | X |
| 5 | DAVID AND LAURA MERAGE FOUNDATION | 6400 S FIDDLERS GREEN CIRCLE STE 20 | ENGLEWOOD | CO | 80111 | 5000 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 666150 | BookValue |
| EOYFMV | 589678 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $577 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 577 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 1428 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1428 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| 990-PF 2011 EXT PMT | $600 | 0 | 0 | 0 |
| CALIFORNIA FORM 199 | $10 | 0 | 0 | 0 |
| REGISTRY OF CHARITABLE TRUST | $75 | 0 | 0 | 0 |