HOWARD AND IRENE LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND IRENE LEVINE FAMILY FOUNDATION (EIN 95-4663360)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202432889349100843
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T22:36:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3558 ROUND BARN BOULEVARD SUITE 300 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954663360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD AND IRENE LEVINE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LEVINE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2024-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 7075270800 | PhoneNum |
| Preparation | 2024-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,868,223 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $326,010 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $344,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$213,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,629,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $344,533 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $79,888 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,983 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,905 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,104 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,421 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,683 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,127 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $361,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $258,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,192,121 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,192,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,553,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,450,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,441,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,697 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $565,057 | CashEOYAmt |
| Cash EOYFMV | $565,057 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $158,927 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,344 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $653 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $15,694,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,745,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,515,330 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $785,492 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,854,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,312,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,868,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,854,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,312,637 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,854,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,312,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,854,188 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,312,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,854,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,441,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,412,357 | SubtotalAmt |
| Other Decreases | $99,720 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,312,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,629,299 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,843,242 | CostOrOtherBasisAmt |
| Gain Or Loss | -$213,943 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$213,943 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$213,943 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$213,943 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,360 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,360 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,611 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,611 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,251 | OverpaymentAmt |
| Applied To ES Tax | $5,251 | 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 | PACIFIC FOUNDATION SERVICES | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| HOWARD LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| IRENE LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | EXECUTIVE DIR. | 30.00 | $120,000 | $70,701 | $0 |
| JAY LEVINE | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARCI DOLLINGER | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT / GRANTMAKING SUPPORT SERVICES | $84,935 |
| CERTUITY | |||||
| 1295 US HIGHWAY 1 | NORTH PALM BEACH | FL | 33408 | INVESTMENT ADVISOR FEES | $56,692 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MADE AN INTEREST-FREE PROGRAMMATIC LOAN OF $1,000,000 TO HEBREW FREE LOAN SOCIETY INC., A PUBLIC CHARITY DESCRIBED IN IRC SECTION 170(B)(1)(A)(VI). THE LOAN PROVIDES CAPITAL TO HEBREW FREE LOAN SOCIETY, INC. SO IT CAN CONTINUE TO PROVIDE INTEREST-FREE LOANS TO INDIVIDUALS AND SMALL-BUSINESSES, HELPING THOSE IN NEED BUILD A SECURE FINANCIAL FUTURE AS THE HIGHEST FORM OF POVERTY RELIEF. | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Total | $1,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,121,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,348,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,348,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,234 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,073,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $903,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $903,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,360 | TotalTaxAmt |
| Distributable Before Adj | $900,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $900,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $900,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,450,436 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,000,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,450,436 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $900,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,885 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $203,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $213,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,450,436 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $900,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,550,110 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,763,393 | 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 | $9,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,753,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $203,398 | ExcessFromYear1Amt |
| Excess From Current Year | $2,550,110 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HOWARD LEVINE | ContributingManagerNm |
| Contributing Manager | IRENE LEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALEPH INSTITUTE | |||||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 331542613 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | |||||||
| 633 3RD AVENUE 20TH FLOOR | NEW YORK | NY | 100176706 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | |||||||
| PO BOX 2090 | TEANECK | NJ | 076661490 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AMERICAN JEWISH CONGRESS | |||||||
| 654 MADISON AVE 9TH FLOOR | NEW YORK | NY | 10065 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||||
| 15 W 16TH ST FLOOR 5 | NEW YORK | NY | 100116301 | PC | ANNUAL FUND | $5,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | PC | ANNUAL FUND | $2,500 | |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 WEST 36TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $7,500 | |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | |||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $15,000 | FLOOR |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 101580180 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BERKELEY BAYIT INC | |||||||
| 1569 SOLANO AVENUE 513 | BERKELEY | CA | 947072116 | PC | ANNUAL FUND | $5,000 | |
| BILLION OYSTER PROJECT | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BOARD OF TRUSTEES OF THE GLIDE FOUNDATION | |||||||
| 330 ELLIS STREET 4TH FLOOR | SAN FRANCISCO | CA | 94102 | PC | ANNUAL FUND | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER OXNARD AND PORT HUENEME | |||||||
| 1900 W FIFTH STREET | OXNARD | CA | 93030 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BRANDEIS HILLEL DAY SCHOOL - MARIN | |||||||
| 180 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | PC | SCHOLARSHIPS | $54,000 | |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVENUE SUITE 309 | SEATTLE | WA | 98122 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAMP RAMAH IN CALIFORNIA INC | |||||||
| 17525 VENTURA BOULEVARD 310 | ENCINO | CA | 91316 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CANAL ALLIANCE | |||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | PC | ANNUAL FUND | $1,600 | |
| CHABAD OF ADDISON COUNTY | |||||||
| 43 SHORT SHANNON STREET | MIDDLEBURY | VT | 057531079 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHABAD OF SONOMA COUNTY | |||||||
| 2461 SUMMERFIELD ROAD | SANTA ROSA | CA | 954057815 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| CHAI LIFELINE | |||||||
| 475 S ROBERTSON BLVD | BEVERLY HILLS | CA | 902113603 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CHILD MIND INSTITUTE INC | |||||||
| 101 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | KOSHER INITIATIVE | $10,000 | |
| CONGREGATION EMANU-EL | |||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CONGREGATION RODEF SHOLOM OF MARIN | |||||||
| 170 NO SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | PC | SOCIAL JUSTICE PROGRAM | $11,800 | |
| CONGREGATION SHOMREI TORAH | |||||||
| 2600 BENNETT VALLEY ROAD | SANTA ROSA | CA | 954045693 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| EDEN HOUSING INC | |||||||
| 22645 GRAND STREET | HAYWARD | CA | 945415031 | PC | ANNUAL FUND | $5,000 | |
| FARM TO PANTRY | |||||||
| PO BOX 191 | HEALDSBURG | CA | 95448 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 870 MARKET STREET 872 | SAN FRANCISCO | CA | 94102 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FRIENDS OF UNITED HATZALAH INC | |||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GOOD PEOPLE FUND INC | |||||||
| 384 WYOMING AVENUE | MILLBURN | NJ | 07041 | PC | CHARITABLE PURPOSES OF KAIMA ORGANIC FARM | $10,000 | |
| GREENLIGHT CLINIC | |||||||
| 336 BON AIR CENTER SUITE 511 | GREENBRAE | CA | 94904 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| HEALDSBURG SHARED MINISTRIES | |||||||
| 1505 HEALDSBURG AVENUE USPO BOX | HEALDSBURG | CA | 954483206 | PC | GENERAL OPERATING SUPPORT | $5,000 | 1646 |
| HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY | |||||||
| PO BOX 1025 | HEALDSBURG | CA | 95448 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | |||||||
| 131 STEUART STREET SUITE 520 | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 452202404 | PC | YEAR-IN-ISRAEL EMERGENCY FUND AND ANNUAL FUND | $7,500 | |
| INTERNATIONAL EXPRESSIVE ARTS THERAPY ASSOCIATION | |||||||
| P OBOX 40707 | SAN FRANCISCO | CA | 941400707 | PC | ANNUAL FUND | $2,000 | |
| ISRAAID US INC | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ISRAEL 21C | |||||||
| 44 MONTGOMERY STREET SUITE 3700 | SAN FRANCISCO | CA | 94104 | PC | PILOT A TWO-YEAR COMMUNITY RESOURCE AND ENGAGEMENT PLAN | $25,000 | |
| ISRAEL ON CAMPUS COALITION | |||||||
| 734 15TH STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ISRAEL-AMERICA ACADEMIC EXCHANGE | |||||||
| 8383 WILSHIRE BOULEVARD SUITE 400 | BEVERLY HILLS | CA | 90211 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH CENTER FOR JUSTICE | |||||||
| 11661 WEST OLYMPIC BOULEVARD | LOS ANGELES | CA | 90064 | PC | CHARITABLE PURPOSES OF JEWS UNITED FOR DEMOCRACY AND JUSTICE | $5,000 | WILSHIRE BLVD TEMPLE AUDREY AND SYD |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JEWISH COMMUNITY FEDERATION OF SF MARIN PENINSULA & SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT AND ANNUAL FUND | $12,500 | |
| JEWISH COMMUNITY FREE CLINIC | |||||||
| 50 MONTGOMERY DRIVE | SANTA ROSA | CA | 954046615 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | |||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | TEACHER SUPPORT | $3,600 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO | |||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 941051221 | PC | JEWISH COALITION LITERACY AND ANNUAL FUND | $14,600 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | ANNUAL FUND | $1,800 | |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90048 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH FREE LOAN ASSOCIATION | |||||||
| 6505 WILSHIRE BOULEVARD SUITE 715 | LOS ANGELES | CA | 90048 | PC | IN SUPPORT OF EDUCATION | $10,000 | |
| JEWISH LEARNINGWORKS | |||||||
| 1770 POST ST 145 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MYRIAD USA INC | |||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | PC | CHARITABLE PURPOSES THE TAUBE CENTER FOUNDATION IN POLAND FOR JAKUB IN UKRAINE | $10,000 | |
| THE KITCHEN SF | |||||||
| 2443 FILLMORE STREET SUITE 310 | SAN FRANCISCO | CA | 941151814 | PC | ANNUAL FUND | $5,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | |||||||
| 7150 TAMPA AVENUE | RESEDA | CA | 91335 | PC | BOARD OF GOVERNORS | $2,000 | |
| MEET INTERNATIONAL INC | |||||||
| 177 HUNTINGTON AVE STE 1703 43558 | BOSTON | MA | 02115 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MERCY HOUSING CALIFORNIA | |||||||
| 1256 MARKET STREET | SAN FRANCISCO | CA | 94102 | PC | CONSTRUCTION OF THE COMMUNITY CENTER AND GYMNASIUM; GENERAL OPERATING SUPPORT | $205,000 | |
| MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | PC | MENTAL HEALTH SERVICES | $2,500 | |
| MOISHE HOUSE | |||||||
| 441 SAXONY RD | ENCINITAS | CA | 92024 | PC | FOR BASE IN LOS ANGELES; GENERAL OPERATING SUPPORT | $59,121 | |
| NATIONAL COURT APPOINTED SPECIAL ADVOCATE ASSOCIATION | |||||||
| 100 W HARRISON STREET NORTH TOWER | SEATTLE | WA | 98119 | PC | ANNUAL FUND | $2,000 | SUITE 500 |
| NATIONAL ORGANIZATION FOR ARTS IN HEALTH | |||||||
| 3157 THIRD AVE | SAN DIEGO | CA | 92103 | PC | ANNUAL FUND | $2,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE RM 1500 | NEW YORK | NY | 10017 | PC | CHARITABLE PURPOSES OF STANDING TOGETHER (51-5495067) | $12,300 | |
| PENN HILLEL | |||||||
| 215 S 39TH STREET STEINHARDT HALL | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| REACH FOR HOME | |||||||
| 443 HUDSON STREET | HEALDSBURG | CA | 95448 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| REBOOT INC | |||||||
| 734 LONGMEADOW ST UNIT 103 | LONGMEADOW | MA | 01106 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| RIVER GARDEN HEBREW HOME FOR THE AGED | |||||||
| 11401 OLD ST AUGUSTINE ROAD | JACKSONVILLE | FL | 32258 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RYE COUNTRY DAY SCHOOL | |||||||
| 3 CEDAR STREET | RYE | NY | 10580 | PC | SCHOLARSHIP FUND | $3,000 | |
| SAN FRANCISCO FOOD BANK | |||||||
| PO BOX 7203 | SAN FRANCISCO | CA | 94120 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SAN FRANCISCO FREE CLINIC | |||||||
| 4900 CALIFORNIA STREET | SAN FRANCISCO | CA | 94118 | PC | GENERAL OPERATING SUPPORT; ANNUAL FUND | $12,500 | |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | ANNUAL FUND | $2,000 | |
| SCOPA HAS A DREAM | |||||||
| PO BOX 1004 | HEALDSBURG | CA | 95448 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | PC | WORK IN LOS ANGELES; GENERAL OPERATING SUPPORT | $60,000 | |
| SHARSHERET | |||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | WEST COAST CHAPTER SUPPORT | $5,000 | |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY OFFICE OF | SARATOGA SPRINGS | NY | 12866 | PC | GENERAL OPERATING SUPPORT | $25,000 | ADVANCEMENT NORTH HALL |
| SONOMA COUNTY COMMUNITY FOUNDATION | |||||||
| 120 STONY POINT ROAD SUITE 220 | SANTA ROSA | CA | 95401 | PC | HEALDSBURG FOREVER | $5,000 | |
| SUNRISE DAY CAMPS ASSOCIATION | |||||||
| HARRY AND JEANETTE WEINBERG | OCEANSIDE | NY | 11572 | PC | GENERAL OPERATING SUPPORT | $5,000 | BUILDING 15 NEIL COURT |
| TAWONGA JEWISH COMMUNITY CORPORATION | |||||||
| 131 STEUART STREET SUITE 460 | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEMPLE SHOLOM | |||||||
| 300 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TERNER HOUSING INNOVATION LABS INC | |||||||
| 490 43RD STREET 15 | OAKLAND | CA | 94609 | PC | SPONSORSHIP OF THE HOUSING TECHNOLOGY SERIES | $100,000 | |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | PC | CHARITABLE PURPOSES OF SHALOM BAYIT | $3,600 | |
| T'RUAH | |||||||
| 266 W 37TH ST RM 803 | NEW YORK | NY | 100186669 | PC | ANNUAL FUND | $10,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 191046205 | PC | FOR THE STUDY OF JEWISH HISTORY AND CULTURE IN ISRAEL; FOR THE STUDY OF ANTISEMITISM | $7,500 | |
| TWLOHA INC | |||||||
| PO BOX 2203 | MELBOURNE | FL | 32902 | PC | ANNUAL FUND | $2,000 | |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | PC | TO SUPPORT THE ESTABLISHMENT OF CHAIR IN MOVEMENT DISORDERS; ENDOWED MOVEMENT DISORDERS RESEARCH FUND. | $1,000,000 | |
| UJA FEDERATION OF JEWISH PHILANTHROPIES OF NY | |||||||
| 925 WESTCHESTER AVENUE SUITE 200 | WHITE PLAINS | NY | 10604 | PC | $3,600 - YOUNG LEADERS, $3,600 - REAL ESTATE DIVISION | $7,200 | |
| UNION FOR REFORM JUDAISM | |||||||
| 4088 PORTER CREEK ROAD | SANTA ROSA | CA | 95404 | PC | SCHOLARSHIPS | $23,000 | |
| URBAN ADAMAH | |||||||
| URBAN ADAMAH 1151 SIXTH STREET | BERKELEY | CA | 94710 | PC | ANNUAL FUND; GENERAL OPERATING SUPPORT | $4,500 | |
| VALUE CULTURE | |||||||
| 400 SPEAR STREET | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| VENICE FAMILY CLINIC | |||||||
| 604 ROSE AVE | LOS ANGELES | CA | 902912767 | PC | THE COMMUNITY CONNECTION INFANT MENTAL HEALTH PROGRAMMING | $25,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE WENDE MUSEUM OF THE COLD WAR INC | |||||||
| 10808 CULVER BLVD | CULVER CITY | CA | 902303738 | PC | RENOVATION OF A NEW ARCHIVAL RESEARCH SPACE AT THE ROBIN CENTER FOR RUSSIAN-SPEAKING JEWRY | $25,000 | |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| PO BOX 2003 | MERRIFIELD | VA | 22116 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| YESHIVA UNIVERSITY | |||||||
| PO BOX 21773 | NEW YORK | NY | 100871773 | PC | CENTER FOR HOLOCAUST & GENOCIDE STUDIES; HONORING MR. EMIL A. FISH | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,192,121 | 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 | $326,010 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$213,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $112,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,067 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAX FEES | $5,250 | $1,050 | $0 | $4,200 |
| AUDIT FEES | $8,685 | $1,737 | $0 | $6,948 |
| BOOKKEEPING FEES | $3,169 | $634 | $0 | $2,535 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF NY MELLON CO | $9,773 | $427,984 |
| BLACKROCK ADVANTAGE LARGE CAP CORE INSTL MUTUAL FUND | $818,737 | $928,404 |
| VANGUARD 500 INDEX ADMIRAL MUTUAL FUND | $3,759,354 | $6,256,808 |
| BLUESTAR ISRAEL ETF | $439,936 | $284,416 |
| FT NASDAQ ARTIFIC ETF | $195,505 | $203,747 |
| GLOBAL X FUND GLB X ART ETF | $195,733 | $218,198 |
| ISHARES CORE S&P ETF | $1,151,873 | $1,366,778 |
| ISHARES MSCI ACWI LW ETF | $256,765 | $339,017 |
| ISHARES MSCI ISRAEL ETF | $253,404 | $257,167 |
| ISHARES US TECHNOLOGY ETF | $326,839 | $399,749 |
| SCHWAB INTERNATIONAL ETF | $2,077,841 | $2,283,393 |
| SELECT SECOR HEALTH ETF | $195,665 | $197,205 |
| SPDR MSCI USA GENDER ETF | $253,499 | $320,072 |
| SPDR S&P BIOTECH ETF | $796,448 | $752,589 |
| VANGUARD INFORMATION ETF | $1,013,864 | $2,279,803 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $785,492 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $99,720 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $626 | $0 | $0 | $0 |
| MISCELLANEOUS BUSINESS EXPENSES | $1,500 | $0 | $0 | $1,500 |
| CALIFORNIA RRF-1 FILING FEES | $100 | $0 | $0 | $100 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $56,692 | $56,692 | $0 | $0 |
| MANAGEMENT & OPERATIONAL SERVICES | $84,935 | $12,740 | $0 | $72,195 |
| PAYROLL FEES | $932 | $0 | $0 | $932 |
Comments