ZEBULUN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ZEBULUN FOUNDATION (EIN 95-4864537)
Tax period
2023-05-01 to 2024-04-30
Filed
2024-07-03
IRS object ID
202441859349100419
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-03T16:27:12-05:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954203670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVEN M FRANKIEL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 642987AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900648353ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954864537EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZEBULUN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZEBUBusinessNameControlTxt
Phone3107208451PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110530 TENNESSEE AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN M FRANKIELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3107208451PhoneNum
Signature2024-07-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastFRANKIELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN FRANKIELPreparerPersonNm
PTINP00295193PTIN
Phone3107208451PhoneNum
Preparation2024-07-03PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$149,388FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$540InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$540InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,977DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,977DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,842NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,233GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,675TotalRevAndExpnssAmt
Total Net Invst Incm$6,517TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$236TaxesRevAndExpnssAmt
Taxes Net Invst Incm$236TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$37OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$273TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,420ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,420ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,706TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$273TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,433TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,031ExcessRevenueOverExpensesAmt
Net Investment Income$6,244NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,200CashBOYAmt
Cash EOY$1,185CashEOYAmt
Cash EOYFMV$1,185CashEOYFMVAmt
Sav And Temp Cash Invst BOY$31,614SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,572SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,572SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,031USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$19,995USGovtObligationsEOYFMVAmt
Corporate Stock BOY$90,746CorporateStockBOYAmt
Corporate Stock EOY$83,671CorporateStockEOYAmt
Corporate Stock EOYFMV$98,240CorporateStockEOYFMVAmt
Other Investments BOY$17,788OtherInvestmentsBOYAmt
Other Investments EOY$17,788OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,396OtherInvestmentsEOYFMVAmt
Total Assets BOY$142,348TotalAssetsBOYAmt
Total Assets EOY$137,247TotalAssetsEOYAmt
Total Assets EOYFMV$149,388TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$142,348RetainedEarningBOYAmt
Retained Earning EOY$137,247RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$142,348TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,247TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$142,348TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,247TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$142,348TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,031ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$137,317SubtotalAmt
Other Decreases$70OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$137,247TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
650 SHRS BALLARD POWERD2017-12-222023-05-15$2,821$1,360$1,461$1,461
100 SHRS TASKUSP2021-06-282023-05-15$1,109$3,400-$2,291-$2,291
24 SHRS WARNER BROSP2018-12-212023-05-15$303$704-$401-$401
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,231CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$87InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$87SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$87TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN M FRANKIELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104703516PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110530 TENNESSEE AVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900642328ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN M FRANKIEL
10530 TENNESSEE AVELOS ANGELESCA90064PRESIDENT1.00$0$0$0
MARLENE B FRANKIEL
200 OLD PALISADE ROAD 14GFORT LEENJ07024TREAS/SECTRY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$128,587AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$151,703TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$151,703AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,276CashDeemedCharitableAmt
Net Vl Noncharitable Assets$149,427NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,471MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,471MinimumInvestmentReturnAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Total Tax$87TotalTaxAmt
Distributable Before Adj$7,384DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,384DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,384DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,433ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,433QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,384DistributableAsAdjustedAmt
Undistributed Income PY$3,913UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,433QualifyingDistributionsAmt
Applied To Year1$3,913AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,520AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,864UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M FRANKIELContributingManagerNm
Contributing ManagerMARLENE B FRANKIELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAS TORAH
9040 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$280
AGUDATH ISRAEL OF AMERICA
42 BROADWAYNEW YORKNY10004NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
AISHEL
10 UNDERWOOD PLACECLIFTONNJ07013NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
AMERICAN COMMITTEE FOR SANZ INSTITUTIONS IN ISRAEL
P O BOX 520MONSEYNY10952NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
AMERICAN FRIENDS OF MAGEN DAVID ADOM
P O BOX 11597NEWARKNJ07101NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$500
AMERICAN FRIENDS OF YESHIVA IMREI EMES
3822 15TH AVEBROOKLYNNY11218NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$500
BETH JACOB HACHASSIDI
4403 15TH AVEBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
CHMOL
P O BOX 191214BROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$190
CONGREGATION DARCHEI NOAM
10-04 ALEXANDER AVEFAIR LAWNNJ07410NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,480
FACTS AND LOGIC ABOUT MIDDLE EAST
P O BOX 3460BERKELEYCA94703NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
FEED ISRAEL
5229 NEW UTRECHTBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$180
HILLEL INTERNATIONAL
P O BOX 92994WASHINGTONDC20090NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
JEWISH EDUCATION WORKS
120 SOUTH WETHERLY DRIVEBEVERLY HILLSCA90211NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$370
KEREN YESOMIM
521 5TH STLAKEWOODNJ08701NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
LOS ANGELES COMMUNITY ERUV
P O BOX 351360LOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
MESIVTHA TIFERETH JERUSALEM
145 EAST BROADWAYNEW YORKNY10002NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$360
MIDWEST CAMPERS
2437 SOUTH GREEN ROADBEACHWOODOH44122NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$240
RELIGIOUS ZIONISTS OF AMERICA
7 PENN PLAZANEW YORKNY10001NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
SAVE THE WHALES
14040 RESERVATION ROADSALINASCA93908NONEPUBLICLY SUPPORTEDENVIRONMENTAL PROTECTION & CONSERVATION$240
SEQUOIA PARKS CONSERVANCY
47050 GENERALS HIGHWAYTHREE RIVERSCA93271NONEPUBLICLY SUPPORTEDENVIRONMENTAL PROTECTION & CONSERVATION$240
SURFRIDER FOUNDATION
PO BOX 73550SAN CLEMENTECA92673NONEPUBLICLY SUPPORTEDENVIRONMENTAL PROTECTION & CONSERVATION$240
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$280
YOSEMITE CONSERVANCY
101 MONTGOMERY STREETSAN FRANCISCOCA94104NONEPUBLICLY SUPPORTEDENVIRONMENTAL PROTECTION & CONSERVATION$240
YOUNG ISRAEL OF FORT LEE
1610 PARKER AVEFORT LEENJ07024NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$780
YOUNG ISRAEL OF SAINT LOUIS
8101 DELMAR BLVDST LOUISMO63130NONEPUBLICLY SUPPORTEDTRADTIONAL JEWISH PRACTICE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,420TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$540ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,977ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,675ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,675TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T$2,268$1,689
CA WATER SERVICE GROUP$3,404$7,368
CALEDONIA MINING$2,887$1,962
CENTERPOINT ENERGY$2,796$2,914
CHS$4,988$5,198
CHUNGHWA TELECOM$3,585$3,771
DEUTSCHE TELEKOM$5,029$6,870
EQUINOR ASA$3,655$5,318
EQUITY COMMONWEALTH$2,062$2,490
FEDEX$4,795$5,235
HSBC HOLDINGS PLC$3,542$4,358
METLIFE$4,531$7,108
MFA FINANCIAL$13,508$9,043
NEW YORK COMMUNITY BANCORP$5,434$1,325
OLD REPUBLIC$2,919$5,972
PROGRESSIVE$4,430$15,619
SHIP FINANCE INTERNATIONAL$2,345$1,333
TAKEDA PHARMA$5,482$5,232
TERRENO REALTY CORP$6,011$5,435

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,031USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$19,995USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO EMERGING MARKETSAT COST$4,235$2,945
ISHARES MSCI UKAT COST$2,979$3,470
NUVEEN FLOATING RATEAT COST$3,664$3,440
PIMCO CORP & INC OPPTYAT COST$2,821$2,145
VANECK VECTORS PREFERREDAT COST$4,089$3,396

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$70Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$25$25$0
ATTORNEY GENERAL$25$12$13

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAIWANESE INCOME TAX$31$31$0
NORWEGIAN INCOME TAX$180$180$0
JAPANESE INCOME TAX$25$25$0

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