ZEBULUN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZEBULUN FOUNDATION (EIN 95-4864537)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-05-25
- IRS object ID
- 202511459349100151
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-25T13:45:37-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954203670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN M FRANKIEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 642987 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900648353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954864537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZEBULUN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZEBU | BusinessNameControlTxt |
| Phone | 3107208451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10530 TENNESSEE AVENUE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN M FRANKIEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3107208451 | PhoneNum |
| Signature | 2025-05-25 | 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 | STEVEN FRANKIEL | PreparerPersonNm |
| PTIN | P00295193 | PTIN |
| Phone | 3107208451 | PhoneNum |
| Preparation | 2025-05-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $162,467 | 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 |
| Interest On Sav Rev And Expnss | $1,484 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,484 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,541 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,928 | 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 |
| Taxes Rev And Expnss | $195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,705 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,185 | CashBOYAmt |
| Cash EOY | $2,153 | CashEOYAmt |
| Cash EOYFMV | $2,153 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,563 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $20,031 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,981 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,976 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $83,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $94,313 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,788 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,462 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $137,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $162,467 | 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 | $137,247 | RetainedEarningBOYAmt |
| Retained Earning EOY | $138,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $137,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $137,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $137,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $138,519 | SubtotalAmt |
| Other Decreases | $87 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $138,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FED HOME LOAN BANK NOTE | P | 2023-07-31 | 2024-07-24 | $20,000 | $20,031 | -$31 | -$31 |
| FLAGSTAR FINANCIAL | P | 2019-12-17 | 2024-07-12 | $7 | $24 | -$17 | -$17 |
| CA WATER SERVICE GROUP - 150 SHARES | P | 2015-06-16 | 2024-11-06 | $7,500 | $3,404 | $4,096 | $4,096 |
| DEUTSCHE TELEKOM AG - 300 SHARES | P | 2022-03-04 | 2024-11-06 | $9,100 | $5,029 | $4,071 | $4,071 |
| FLAGSTAR FINANCIAL - 167 SHARES | P | 2019-12-17 | 2024-11-06 | $1,725 | $5,411 | -$3,686 | -$3,686 |
| INVESCO EMERGING MARKETS FUND - 150 SHARES | P | 2016-12-30 | 2024-11-06 | $3,079 | $4,235 | -$1,156 | -$1,156 |
| MFA FINANCIAL - 100 SHARES | P | 2011-03-07 | 2024-11-06 | $1,217 | $3,400 | -$2,183 | -$2,183 |
| EQUITY COMMONWEALTH - 100 SHARES | P | 2013-12-31 | 2024-12-03 | $2,509 | $2,062 | $447 | $447 |
| FED HOME LOAN BANK NOTE | P | 2024-11-21 | 2025-04-28 | $25,000 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,541 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $121 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN M FRANKIEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104703516 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10530 TENNESSEE AVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900642328 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN M FRANKIEL | ||||||||
| 10530 TENNESSEE AVE | LOS ANGELES | CA | 90064 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARLENE B FRANKIEL | ||||||||
| 200 OLD PALISADE ROAD 14G | FORT LEE | NJ | 07024 | TREAS/SECTRY | 0.00 | $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 | $140,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,805 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $160,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $160,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $158,422 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121 | TotalTaxAmt |
| Distributable Before Adj | $7,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,800 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,800 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,433 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,864 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,864 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,569 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,231 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN M FRANKIEL | ContributingManagerNm |
| Contributing Manager | MARLENE B FRANKIEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA | |||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| AMERICAN FRIENDS OF YESHIVA IMREI EMES | |||||||
| 3822 15TH AVE | BROOKLYN | NY | 11218 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $500 |
| BETH JACOB HACHASSIDI | |||||||
| 4403 15TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| BETH SHOLOM CONGREGATION | |||||||
| 11825 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| BIRKAS RIFKA | |||||||
| 1340 PRINCETON AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| CA STATE PARKS FOUNDATION | |||||||
| PO BOX 60169 | CITY OF INDUSTRY | CA | 91716 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $180 |
| CHMOL | |||||||
| P O BOX 191214 | BROOKLYN | NY | 11219 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| CONGREGATION DARCHEI NOAM | |||||||
| 10-04 ALEXANDER AVE | FAIR LAWN | NJ | 07410 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $1,000 |
| EARTHJUSTICE | |||||||
| PO BOX 96346 | WASHINGTON | DC | 20077 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION AND CONSERVATION | $180 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $360 |
| HEAL THE BAY | |||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $180 |
| JEWISH EDUCATION WORKS | |||||||
| 120 SOUTH WETHERLY DRIVE | BEVERLY HILLS | CA | 90211 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| KOLLEL - LOS ANGELES | |||||||
| PO BOX 480460 | LOS ANGELES | CA | 90048 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| MESIVTHA TIFERETH JERUSALEM | |||||||
| 145 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $360 |
| MIDWEST CAMPERS | |||||||
| 2437 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $1,000 |
| NEW JERSEY CONSERVATION FOUNDATION | |||||||
| 170 LONGVIEW ROAD | FAR HILLS | NJ | 07931 | NONE | PUBLICLY SUPPORTED | ENVIRONEMENTAL PRESERVATION AND CONSERVATION | $240 |
| ORTHODOX UNION | |||||||
| PO BOX 37370 | BOONE | IA | 50037 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| SAVE THE WHALES | |||||||
| 14040 RESERVATION ROAD | SALINAS | CA | 93908 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PROTECTION & CONSERVATION | $240 |
| SEQUOIA PARKS CONSERVANCY | |||||||
| 47050 GENERALS HIGHWAY | THREE RIVERS | CA | 93271 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PROTECTION & CONSERVATION | $240 |
| SIERRA CLUB | |||||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION AND CONSERVATION | $240 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PROTECTION & CONSERVATION | $240 |
| TOUCH OF KINDNESS | |||||||
| PO BOX 481270 | LOS ANGELES | CA | 90048 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| WESTWOOD KEHILLA | |||||||
| 10523 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| YESHIVAT NOAM | |||||||
| 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PROTECTION & CONSERVATION | $240 |
| YOUNG ISRAEL OF FORT LEE | |||||||
| 1610 PARKER AVE | FORT LEE | NJ | 07024 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,420 | 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 | $1,484 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,541 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,928 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T | $2,268 | $2,770 |
| CALEDONIA MINING | $2,887 | $2,634 |
| CENTERPOINT ENERGY | $2,796 | $3,878 |
| CHS | $4,988 | $5,050 |
| CHUNGHWA TELECOM | $3,585 | $4,044 |
| EQUINOR ASA | $3,655 | $4,458 |
| FEDEX | $4,795 | $4,207 |
| HSBC HOLDINGS PLC | $3,542 | $5,608 |
| METLIFE | $4,531 | $7,537 |
| MFA FINANCIAL | $10,108 | $8,280 |
| OLD REPUBLIC | $2,919 | $7,520 |
| PROGRESSIVE | $4,430 | $21,131 |
| SHIP FINANCE INTERNATIONAL | $2,345 | $822 |
| TAKEDA PHARMA | $5,482 | $6,116 |
| TERRENO REALTY CORP | $6,011 | $5,633 |
| DIGITAL REALTY | $4,840 | $4,625 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,981 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,976 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES MSCI UK | AT COST | $2,979 | $3,810 |
| NUVEEN FLOATING RATE | AT COST | $3,664 | $3,272 |
| PIMCO CORP & INC OPPTY | AT COST | $2,821 | $2,058 |
| VANECK VECTORS PREFERRED | AT COST | $4,089 | $3,322 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $87 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $16 | $16 | $0 |
| ATTORNEY GENERAL | $25 | $12 | $13 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAIWANESE INCOME TAX | $31 | $31 | $0 |
| NORWEGIAN INCOME TAX | $140 | $140 | $0 |
| JAPANESE INCOME TAX | $24 | $24 | $0 |
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