HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HYMAN LEVINE FAMILY FOUNDATION LDOR VDOR (EIN 20-1917833)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349102627
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:16:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263679892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSIVAK & JOFFE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11150 W OLYMPIC BLVD STE 860 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201917833 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYMAN LEVINE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | L'DOR V'DOR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVI | BusinessNameControlTxt |
| Phone | 3102745291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9460 WILSHIRE BLVD SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENA SCHECHTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102745291 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD POSIVAK | PreparerPersonNm |
| PTIN | P01317396 | PTIN |
| Phone | 3104737317 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $14,073,928 | 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 | $378,450 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $543,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $303,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $687,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,234,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $687,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,609,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $991,033 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $493 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $492 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,668 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $70,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $492 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $684,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $684,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $754,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $684,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $855,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $946,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $137,376 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,490 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,256,927 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,805,568 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,343,117 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,813,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,083,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,532,321 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,232,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,087,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,073,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $11,232,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,087,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,232,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,087,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,232,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,087,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,232,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $855,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,087,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,087,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA | P | 2024-08-01 | 2025-02-26 | $432,478 | $431,465 | $1,013 | $1,013 |
| BANK OF AMERICA | P | 2022-12-01 | 2025-12-18 | $580,248 | $597,457 | -$17,209 | -$17,209 |
| PERSHING | P | 2025-10-02 | 2025-11-11 | $211,182 | $229,417 | -$18,235 | -$18,235 |
| PERSHING | P | 2016-10-24 | 2025-06-20 | $1,954,239 | $1,283,269 | $670,970 | $670,970 |
| PERSHING | P | 2009-06-04 | 2025-10-23 | $47,743 | $5,313 | $42,430 | $42,430 |
| CAPITAL GAINS DIVIDENDS | P | $8,784 | $8,784 | $8,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $687,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,488 | 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 | $13,488 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $326 | OverpaymentAmt |
| Applied To ES Tax | $326 | 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 | DENA SCHECHTER | IndividualWithBooksNm |
| Phone | 3102745291 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9460 WILSHIRE BLVD SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| DENA SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROBERT LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MELDON LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | TREASURER | 1.00 | $0 | $0 | $0 |
| NANCY CLAVIN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ADAM PAUL LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW CLAVIN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ASHER LEV SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CARA E LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL CLAVIN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELIZABETH COHN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACOB C LEVINE | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSHUA SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIEKE NEUMANN | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NOAH BLUM SCHECHTER | ||||||||
| 9460 WILSHIRE BLVD STE 300 | BEVERLY HILLS | CA | 90212 | DIRECTOR | 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 | $13,203,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $407,126 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,610,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,610,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,406,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $670,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $670,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,162 | TotalTaxAmt |
| Distributable Before Adj | $657,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $657,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $657,146 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $684,892 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $684,892 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $657,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $64,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,821 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $114,303 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $684,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $657,146 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,746 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,049 | 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 | $142,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $64,482 | ExcessFromYear3Amt |
| Excess From Year2 | $49,821 | ExcessFromYear2Amt |
| Excess From Current Year | $27,746 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENA SCHECHTER | ContributingManagerNm |
| Contributing Manager | MELDON LEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PF | CHARITY/EDUCATION | $12,500 |
| ADL | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PF | CHARITY/EDUCATION | $11,000 |
| AMERICAN CONSTITUTION SOCIETY | |||||||
| 601 13TH ST | WASHINGTON | DC | 20005 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||
| 8 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| AMERICAN JEWISH UNIVERSITY | |||||||
| 15600 MULHOLLAND DRIVE | LOS ANGELES | CA | 90077 | NONE | PF | CHARITY/EDUCATION | $25,000 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE | |||||||
| 1310 L ST NW | WASHINGTON | DC | 20005 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| ARAB AMERICAN INSTITUTE FOUNDATION | |||||||
| 1600 K STREET NW STE 601 | WASHINGTON | DC | 20006 | NONE | PF | CHARITY/EDUCATION | $500 |
| ASPCA | |||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | NONE | PF | CHARITY/EDUCATION | $4,500 |
| BAD ASS BOXES | |||||||
| 5850 CANOGA AVE STE 220 | WOODLAND HILLS | CA | 91367 | NONE | PF | CHARITY/EDUCATION | $2,500 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| BERKLEY HILLEL | |||||||
| 2736 BANCROFT WAY | BERKLEY | CA | 94704 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | NONE | PF | CHARITY/EDUCATION | $2,500 |
| BEVERLY HILLS FIREFIGHTERS ASSOCATION | |||||||
| PO BOX 1720 | BEVERLY HILLS | CA | 90213 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| BEVERLY HILLS POLICE OFFICERS FUND | |||||||
| 9663 SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PF | CHARITY/EDUCATION | $3,000 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY STE 1750 | NEW YORK | NY | 10271 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| BRENTWOOD SCHOOL | |||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| CALIFORNIA WILDLIFE CENTER | |||||||
| PO BOX 2022 | MALIBU | CA | 90265 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| CARE FOR THE HOMELESS | |||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD-STE 2416 | LOS ANGELES | CA | 90048 | NONE | PF | CHARITY/EDUCATION | $50,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| PO BOX 2047 | NEW YORK | NY | 10117 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| CHABAD OF PARK CITY | |||||||
| PO BOX 681818 | PARK CITY | UT | 84068 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| CHANNEL ISLANDS YMCA | |||||||
| 591 SANTA ROSA LANE | SANTA BARBARA | CA | 93108 | NONE | PF | CHARITY/EDUCATION | $500 |
| CHILDREN'S HOSPITAL LOS ANGELES | |||||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| 504 N ROXBURY DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| COLLEGESPRING | |||||||
| 1990 N CALIFORNIA BLVD | WALNUT CREEK | CA | 94596 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| COMMUNITY PARTNERS FOR COLLEGE MATCH | |||||||
| 2272 COLORADO BLVD | LOS ANGELES | CA | 90041 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| CONGREGATION B'NAI ISRAEL | |||||||
| 2111 BRYAN AVENUE | TUSTIN | CA | 92782 | NONE | PF | CHARITY/EDUCATION | $1,800 |
| CREATIVE GROWTH ART CENTER | |||||||
| 355 24TH STREET | OAKLAND | CA | 94612 | NONE | PF | CHARITY/EDUCATION | $500 |
| CROSSROADS SCHOOL | |||||||
| 1714 21ST STREET | SANTA MONICA | CA | 90404 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| DISABLED AMERICAN VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PF | CHARITY/EDUCATION | $4,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PF | CHARITY/EDUCATION | $9,500 |
| DOWNTOWN WOMEN'S CENTER | |||||||
| 442 S SAN PEDRO ST | LOS ANGELES | CA | 90013 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| FOREIGN POLICY FOR AMERICA FOUNDATION | |||||||
| 1301 K STREET | WASHINGTON | DC | 20005 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE | SEATTLE | WA | 98109 | NONE | PF | CHARITY/EDUCATION | $25,000 |
| GRANADA HILLS CHARTER TK-8 PTSA | |||||||
| 17081 DEVONSHIRE STREET | NORTHRIDGE | CA | 91325 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| GRUPEDSAC | |||||||
| PO BOX 1252 | PHOENIX | AZ | 85001 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | PF | CHARITY/EDUCATION | $800 |
| HILLEL AT UCLA | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | NONE | PF | CHARITY/EDUCATION | $3,600 |
| HOLOCAUST MUSEUM LA | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PF | CHARITY/EDUCATION | $5,400 |
| INNER CITY LAW CENTER | |||||||
| 1309 EAST SEVENTH STREET | LOS ANGELES | CA | 90021 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| ISRAEL POLICY FORUM | |||||||
| 228 PARK AVE SOUTH | NEW YORK | NY | 10003 | NONE | PF | CHARITY/EDUCATION | $15,000 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PF | CHARITY/EDUCATION | $12,500 |
| JANE GOODALL INSTITUTE USA | |||||||
| 1120 20TH ST NW-STE 520S | WASHINGTON | DC | 20036 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| JEWISH CENTER FOR JUSTICE | |||||||
| 4659 BALBOA AVE | ENCINO | CA | 91316 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| JEWISH FAMILY SERVICES | |||||||
| 330 N FAIRFAX AVE | LOS ANGELES | CA | 90036 | NONE | PF | CHARITY/EDUCATION | $80,300 |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVE | ROCKVILLE | NY | 11570 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| KEHILAT ISRAEL | |||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| KINDERUSA | |||||||
| PO BOX 224846 | DALLAS | TX | 75222 | NONE | PF | CHARITY/EDUCATION | $12,500 |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 SOUTH GRAND AVE | LOS ANGELES | CA | 90012 | NONE | PF | CHARITY/EDUCATION | $15,000 |
| LOUIS BRANDEIS CENTER | |||||||
| 1717 PENNSYLVANIA | WASHINGTON | DC | 20006 | NONE | PF | CHARITY/EDUCATION | $3,600 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | NONE | PF | CHARITY/EDUCATION | $22,500 |
| NIAD ART CENTER | |||||||
| 551 23RD STREET | RICHMOND | CA | 94804 | NONE | PF | CHARITY/EDUCATION | $500 |
| ORT AMERICA | |||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | |||||||
| 725 S FIGUEROA ST STE 450 | LOS ANGELES | CA | 90017 | NONE | PF | CHARITY/EDUCATION | $15,000 |
| PALESTINE CHILDREN'S RELIEF FUND | |||||||
| 2600 W OLIVE AVE | BURBANK | CA | 91505 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| PHASE ONE | |||||||
| 11726 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| SAINT ANDREW RUSSIAN GREEK CATHOLIC CHURCH | |||||||
| 538 CONCORD STREET | EL SEGUNDO | CA | 90245 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| SEATTLE HUMANE | |||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PF | CHARITY/EDUCATION | $3,000 |
| SHARE OUR STRENGTH | |||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| SHELDRICK WILDLIFE TRUST USA | |||||||
| 25283 CABOT RD STE 101 | LAGUNA HILLS | CA | 92653 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PF | CHARITY/EDUCATION | $4,500 |
| STANFORD JEWISH CENTER | |||||||
| 1289 COLLEGE AVE | PALO ALTO | CA | 94306 | NONE | PF | CHARITY/EDUCATION | $7,000 |
| SUPERKID POWER INC | |||||||
| PO BOX 1201 | ASHLAND | OR | 97520 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| T'RUAH | |||||||
| 266 W 37TH STREET | NEW YORK | NY | 10018 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| TEMPLE ISAIAH | |||||||
| 10345 WEST PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PF | CHARITY/EDUCATION | $1,800 |
| THE DOE FUND | |||||||
| 345 EAST 102ND STREET | NEW YORK | NY | 10029 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| THE LAURENCE SCHOOL | |||||||
| 13639 VICTORY BLVD | VALLEY GLEN | CA | 91401 | NONE | PF | CHARITY/EDUCATION | $8,000 |
| THE LOTOS FOUNDATION | |||||||
| 5 EAST 66TH STREET | NEW YORK | NY | 10065 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| THE MARSHALL PROJECT | |||||||
| 156 W 56TH ST | NEW YORK | NY | 10019 | NONE | PF | CHARITY/EDUCATION | $2,000 |
| TOWER CANCER RESEARCH FOUNDATION | |||||||
| 8767 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| UC BERKLEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVE | BERKLEY | CA | 94704 | NONE | PF | CHARITY/EDUCATION | $15,000 |
| US UKRAINE FOUNDATION | |||||||
| 6312 SEVEN CORNERS CENTER | FALLS CHURCH | VA | 22044 | NONE | PF | CHARITY/EDUCATION | $50,000 |
| USC CENTER ON PUBLIC DIPLOMACY | |||||||
| 1150 SOUTH OLIVE STREET | LOS ANGELES | CA | 90015 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| VISTA DEL MAR | |||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PF | CHARITY/EDUCATION | $30,000 |
| APLA HEALTH | |||||||
| 611 S KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| CANINE COMPANIONS | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| CATHOLIC CHARITIES OF LOS ANGELES | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | NONE | PF | CHARITY/EDUCATION | $2,500 |
| CHIRLA | |||||||
| 2533 WEST 3RD ST | LOS ANGELES | CA | 90057 | NONE | PF | CHARITY/EDUCATION | $11,500 |
| CITIZENS FOR LOS ANGELES WILDLIFE | |||||||
| PO BOX 50003 | STUDIO CITY | CA | 91614 | NONE | PF | CHARITY/EDUCATION | $500 |
| FRIENDS OF THE LOS ANGELES RIVER | |||||||
| 570 W AVENUE 26 250 | LOS ANGELES | CA | 90065 | NONE | PF | CHARITY/EDUCATION | $500 |
| GEORGETOWN UNIVERSITY | |||||||
| PO BOX 1 | WASHINGTON | DC | 20073 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| GLOBAL IMPOWERMENT MISSION | |||||||
| 1850 NW 84TH AVE | DORAL | FL | 33126 | NONE | PF | CHARITY/EDUCATION | $25,000 |
| HOPE THE MISSION | |||||||
| PO BOX 8425 | VAN NUYS | CA | 91409 | NONE | PF | CHARITY/EDUCATION | $25,000 |
| JEWISH BIG BROTHERS BIG SISTERS OF LOS ANGELES | |||||||
| 11150 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| LEONARD BEERMAN FOUNDATION | |||||||
| PO BOX 1 | LOS ANGELES | CA | 90049 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| LOS ANGELES JEWISH HEALTH | |||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| MAZON | |||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| NPR | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| OPERATION HOMEFRONT | |||||||
| 17319 SAN PEDRO | SAN ANTONIO | TX | 78232 | NONE | PF | CHARITY/EDUCATION | $2,500 |
| PBS FOUNDATION | |||||||
| 1225 SOUTH CLARK STREET | ARLINGTON | VA | 22202 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| PPFA PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PF | CHARITY/EDUCATION | $4,500 |
| PROJECT K-9 HERO | |||||||
| 309 BEAR PAN ROAD | WHITWELL | TN | 37397 | NONE | PF | CHARITY/EDUCATION | $2,500 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | NONE | PF | CHARITY/EDUCATION | $2,500 |
| TEMPLE BETH HILLEL | |||||||
| 10345 W PICO BLVD | LOS ANGELES | CA | 90064 | NONE | PF | CHARITY/EDUCATION | $1,800 |
| THE FORWARD | |||||||
| PO BOX 67377 | NEWARK | NJ | 07101 | NONE | PF | CHARITY/EDUCATION | $1,800 |
| UNITED IN HARMONY | |||||||
| PO BOX 34456 | LOS ANGELES | CA | 90034 | NONE | PF | CHARITY/EDUCATION | $1,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA FOR KUSC | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | NONE | PF | CHARITY/EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $684,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $687,753 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,231,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,231,137 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DENA AND IRV SCHECHTER | |||||||
| 1 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $40,967 | Yes (X) | |
| BOB LEVINE | |||||||
| 2 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $18,000 | Yes (X) | |
| NANCY CLAVIN | |||||||
| 3 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $16,000 | Yes (X) | |
| SID B LEVINE TRUST | |||||||
| 4 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $177,719 | Yes (X) | |
| MAX A LEVINE TRUST | |||||||
| 5 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $78,764 | Yes (X) | |
| MIEKE AND SPENCER NEUMANN | |||||||
| 6 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $32,091 | Yes (X) | |
| MEL LEVINE | |||||||
| 7 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $9,909 | Yes (X) | |
| NOAH AND AMANDA SCHECHTER | |||||||
| 8 | 9460 WILSHIRE BLVD SUITE 300 | BEVERLY HILLS | CA | 90212 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 275 SHS ROYAL BANK OF CANADA | $40,967 | 2025-11-12 |
| 6 | 155 SHS NVIDIA CORP | $32,091 | 2025-10-29 |
| 7 | 21 SHS HCA HEALTHCARE INC | $9,909 | 2025-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEE | CategoryTxt |
| Amt | $985 | Amt |
| Net Investment Income | $493 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $492 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK & EQUITIES | StockNm |
| EOY Book Value | $8,083,818 | EOYBookValueAmt |
| EOYFMV | $10,532,321 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,805,568 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,343,117 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $43,668 | Amt |
| Net Investment Income | $43,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $585 | $0 | $0 |
| REGISTRATION FEE | $200 | $0 | $0 |
| EXCISE TAX | $24,679 | $0 | $0 |