THE KENNETH LEVENTHAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE KENNETH LEVENTHAL FOUNDATION (EIN 45-3195090)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202323119349101997
- Schema version
- 2022v5.0
- 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
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T17:31:34-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953309779 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GURSEY SCHNEIDER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 CENTURY PARK EAST SUITE 900 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900671735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453195090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENNETH LEVENTHAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 4242781313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9903 SANTA MONICA BLVD 1202 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY STREIT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4242781313 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | STREIT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,534,102 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,095,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,031,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $957,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,322,718 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $957,867 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $502 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $502 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,053,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,989,668 | 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 |
| Legal Fees Rev And Expnss | $3,584 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,584 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,149 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,149 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $190,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,434 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $30,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,290 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,290 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $313,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $190,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,655,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,655,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,968,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $190,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,732,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,915,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,799,584 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,646,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,136,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,136,970 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,361,980 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,922,584 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,922,584 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,241,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,465,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,465,304 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,678 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,244 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,244 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,253,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,534,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,534,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,253,905 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,534,102 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,253,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,534,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,253,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,534,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,253,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,915,043 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,483 | OtherIncreasesAmt |
| Subtotal | $41,390,345 | SubtotalAmt |
| Other Decreases | $7,856,243 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,534,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MERRILL LYNCH #2910 | $4,145,951 | $4,560,289 | -$414,338 | -$414,338 | |
| MERRILL LYNCH #2910 | $7,602,900 | $6,251,870 | $1,351,030 | $1,351,030 | |
| MERRILL LYNCH #2377 | $250,000 | $250,000 | $0 | $0 | |
| UBS #3956 | $287,522 | $269,968 | $17,554 | $17,554 | |
| UBS #3956 | $1,021,326 | $1,035,839 | -$14,513 | -$14,513 | |
| FIRST REPUBLIC BANK #1245 | $1,013,518 | $996,885 | $16,633 | $16,633 | |
| CAPITAL GAINS DIVIDENDS | $1,501 | $1,501 | $1,501 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $957,867 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,258 | 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 | $34,258 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,244 | OverpaymentAmt |
| Applied To ES Tax | $9,244 | 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 | MARY STREIT AND PERRI POLANSKY | IndividualWithBooksNm |
| Phone | 4242781313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9903 SANTA MONICA BLVD 1202 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PAUL KESTER | ||||||||
| 9903 SANTA MONICA BLVD SUITE 1202 | BEVERLY HILLS | CA | 90212 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARY STREIT | ||||||||
| 9903 SANTA MONICA BLVD SUITE 1202 | BEVERLY HILLS | CA | 90212 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| PERRI POLANSKY | ||||||||
| 9903 SANTA MONICA BLVD SUITE 1202 | BEVERLY HILLS | CA | 90212 | VICE PRESIDENT/SECRETARY/C | 10.00 | $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 | $36,285,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,854,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,140,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,140,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $572,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,567,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,878,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,878,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,014 | TotalTaxAmt |
| Distributable Before Adj | $1,853,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,853,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,853,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,732,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,732,413 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,853,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,723,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,195,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,918,779 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,732,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,853,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,879,031 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,797,810 | 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 | $6,797,810 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,723,197 | ExcessFromYear3Amt |
| Excess From Year1 | $2,195,582 | ExcessFromYear1Amt |
| Excess From Current Year | $2,879,031 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMCHA | |||||||
| PO BOX 408 | SANTA CRUZ | CA | 95061 | NONE | PC | CHARITABLE CONTRIBUTIONS | $75,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,000,000 |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE BOULEVARD STE 300 | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE CONTRIBUTIONS | $50,000 |
| CREATIVE COMMUNITY FOR PEACE | |||||||
| PO BOX 34122 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE CONTRIBUTIONS | $30,000 |
| EMEK HEBREW ACADEMY | |||||||
| 15365 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91403 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| FRIENDS OF ELNET | |||||||
| 5215 OLD ORCHARD RD STE 880 | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| HARKAM HILLEL HEBREW ACADEMY | |||||||
| 9120 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90212 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| HONESTREPORTING | |||||||
| 10024 SKOKIE BLVD STE 202 | SKOKIE | IL | 90077 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| ISRAEL CHRISTIAN NEXUS | |||||||
| 13636 VENTURA BLVD 450 | SHERMAN OAKS | CA | 91423 | NONE | PC | CHARITABLE CONTRIBUTIONS | $100,000 |
| JINSA | |||||||
| 1101 14TH ST NW STE 1030 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $100,000 |
| LETTER OF THE LAW INC | |||||||
| 111 LIVINGSTON ST STE 1928 | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | |||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $45,000 |
| MEMRI | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| MIDDLE EAST FORUM | |||||||
| 1650 MARKET ST STE 3600 | PHILIDELPHIA | PA | 19103 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| ORTHODOX UNION | |||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE CONTRIBUTIONS | $620,000 |
| PRAGERU | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | CHARITABLE CONTRIBUTIONS | $300,000 |
| SKIRBALL CULTURAL CENTER | |||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| STAND WITH US | |||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE CONTRIBUTIONS | $1,100,000 |
| THE ALGEMEINER | |||||||
| 208 E 51ST ST SUITE 185 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 |
| THE AMERICAN SOCIETY FOR YAD VASHEM | |||||||
| 500 5TH AVE 42 | NEW YORK | NY | 10110 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| THE DEBORAH PROJECT | |||||||
| PO BOX 212 | MERION STATION | PA | 19066 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| THE INVESTIGATIVE PROJECT ON TERRORISM | |||||||
| 5614 CONNECTICUT AVE NW 341 | WASHINGTON | DC | 20015 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| YESHIVA OF LOS ANGELES BOYS HIGH SCHOOL | |||||||
| 9760 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| YESHIVA OF LOS ANGELES GIRLS HIGH SCHOOL | |||||||
| 1619 S ROBERSTON BLVD | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $12,500 |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 |
| YOUNG ISRAEL OF CENTURY CITY | |||||||
| 9317 PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,655,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,095,368 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $502 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $957,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,053,888 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,053,888 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,149 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,149 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - COMMON STOCKS | $6,496,672 | $6,496,672 |
| MERRILL LYNCH - COMMON STOCKS AND ALTERNATIVE INVESTMENTS | $11,968,632 | $11,968,632 |
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 | $13,922,584 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $13,922,584 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,584 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,584 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $3,678 | BOYBookValueAmt |
| EOY Book Value | $9,244 | EOYBookValueAmt |
| EOYFMV | $9,244 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $7,856,243 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,977 | $0 | $5,977 |
| COMPUTER EXPENSE | $84 | $0 | $84 |
| POSTAGE | $376 | $0 | $376 |
| TELEPHONE | $3,540 | $0 | $3,540 |
| CA REGISTRATION FEE | $200 | $0 | $200 |
| TRANSPORTATION | $98 | $0 | $98 |
| BANK FEES | $115 | $0 | $115 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT FROM MERRILL LYNCH | Desc |
| Revenue And Expenses Per Books | $502 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $502 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $502 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MERRILL LYNCH 2377 ACCRUED INTEREST | $13,432 |
| MERRILL LYNCH 2910 ACCRUED INTEREST | $38,051 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $190,084 | Amt |
| Net Investment Income | $190,084 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $46,434 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments