BETA

THE KENNETH LEVENTHAL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE KENNETH LEVENTHAL FOUNDATION (EIN 45-3195090)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202203159349101710
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-11T12:16:49-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953309779PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GURSEY SCHNEIDER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11888 CENTURY PARK EAST SUITE 900AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900671735ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453195090EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KENNETH LEVENTHAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENNBusinessNameControlTxt
Phone4242781313PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19903 SANTA MONICA BLVD 1202AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY STREITPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4242781313PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastSTREITPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNAZ AFSHARPreparerPersonNm
PTINP00441843PTIN
Phone3105520960PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$44,253,905FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$39InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$39InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,013,428DividendsRevAndExpnssAmt
Dividends Net Invst Incm$820,315DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,695,800NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,350,240GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,695,800CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$254OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$254OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,709,521TotalRevAndExpnssAmt
Total Net Invst Incm$2,516,408TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,253LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,253LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,808AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,808AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$228,729OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$228,729OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,956TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$42,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$42,000OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$32,272TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$32,272TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,356OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,331OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$350,374TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$228,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$106,664TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,650,374TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$228,729TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,406,664TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,940,853ExcessRevenueOverExpensesAmt
Net Investment Income$2,287,679NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,511,967SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,646,557SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,646,557SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$10,895,869USGovernmentObligationsBOYAmt
US Government Obligations EOY$10,361,980USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$10,361,980USGovtObligationsEOYFMVAmt
Corporate Stock BOY$28,130,010CorporateStockBOYAmt
Corporate Stock EOY$29,241,690CorporateStockEOYAmt
Corporate Stock EOYFMV$29,241,690CorporateStockEOYFMVAmt
Other Assets BOY$3,678OtherAssetsBOYAmt
Other Assets EOY$3,678OtherAssetsEOYAmt
Other Assets EOYFMV$3,678OtherAssetsEOYFMVAmt
Total Assets BOY$45,541,524TotalAssetsBOYAmt
Total Assets EOY$44,253,905TotalAssetsEOYAmt
Total Assets EOYFMV$44,253,905TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$45,541,524NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$44,253,905NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$45,541,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$44,253,905TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,541,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$44,253,905TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,541,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,940,853ExcessRevenueOverExpensesAmt
Other Increases$653,234OtherIncreasesAmt
Subtotal$44,253,905SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$44,253,905TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH #2910$1,953,967$2,026,362-$72,395-$72,395
MERRILL LYNCH #2910$14,340,170$12,995,861$1,344,309$1,344,309
UBS #3956$539,821$505,095$34,726$34,726
UBS #3956$745,499$603,906$141,593$141,593
FIRST REPUBLIC BANK #1245$5,071,000$5,071,788-$788-$788
MERRILL LYNCH #2377$2,600,537$2,451,428$149,109$149,109
CAPITAL GAINS DIVIDENDS$99,246$99,246$99,246P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,695,800CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$31,799InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$31,799SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$31,799TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,057EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$54,057TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$22,258OverpaymentAmt
Applied To ES Tax$22,258AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARY STREIT AND PERRI POLANSKYIndividualWithBooksNm
Phone4242781313PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19903 SANTA MONICA BLVD 1202AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90212ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL KESTER
9903 SANTA MONICA BLVD SUITE 1202BEVERLY HILLSCA90212PRESIDENT1.00$0$0$0
MARY STREIT
9903 SANTA MONICA BLVD SUITE 1202BEVERLY HILLSCA90212VICE PRESIDENT5.00$0$0$0
PERRI POLANSKY
9903 SANTA MONICA BLVD SUITE 1202BEVERLY HILLSCA90212VICE PRESIDENT/SECRETARY/C10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$39,814,079AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,726,650AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,540,729TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,540,729AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$683,111CashDeemedCharitableAmt
Net Vl Noncharitable Assets$44,857,618NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,242,881MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,242,881MinimumInvestmentReturnAmt
Tax Based On Investment Income$31,799TaxBasedOnInvestmentIncomeAmt
Total Tax$31,799TotalTaxAmt
Distributable Before Adj$2,211,082DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,211,082DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,211,082DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,406,664ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,406,664QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,211,082DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$1,723,197ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,723,197TotalExcessDistributionCyovAmt
Qualifying Distributions$4,406,664QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,211,082AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,195,582RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,918,779TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,918,779ExcessDistriCyovToNextYrAmt
Excess From Year2$1,723,197ExcessFromYear2Amt
Excess From Current Year$2,195,582ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMCHA
PO BOX 408SANTA CRUZCA95061NONEPCCHARITABLE CONTRIBUTIONS$75,000
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H ST NWWASHINGTONDC20001NONEPCCHARITABLE CONTRIBUTIONS$900,000
BUILDERS OF JEWISH EDUCATION
6505 WILSHIRE BOULEVARD STE 300LOS ANGELESCA90048NONEPCCHARITABLE CONTRIBUTIONS$50,000
CAMERA
PO BOX 35040BOSTONMA02135NONEPCCHARITABLE CONTRIBUTIONS$25,000
CITIZENS FOR NATIONAL SECURITY
4095 S STATE ROAD T STE L-301LAKE WORTHFL33449NONEPCCHARITABLE CONTRIBUTIONS$15,000
CREATIVE COMMUNITY FOR PEACE
PO BOX 34122LOS ANGELESCA90034NONEPCCHARITABLE CONTRIBUTIONS$30,000
EMEK HEBREW ACADEMY
15365 MAGNOLIA BLVDSHERMAN OAKSCA91403NONEPCCHARITABLE CONTRIBUTIONS$10,000
FRIENDS OF ELNET
5215 OLD ORCHARD RD STE 880SKOKIEIL60077NONEPCCHARITABLE CONTRIBUTIONS$20,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
PO BOX 4224NEW YORKNY10163NONEPCCHARITABLE CONTRIBUTIONS$25,000
HARKAM HILLEL HEBREW ACADEMY
9120 W OLYMPIC BLVDBEVERLY HILLSCA90212NONEPCCHARITABLE CONTRIBUTIONS$30,000
HONESTREPORTING
10024 SKOKIE BLVD STE 202SKOKIEIL90077NONEPCCHARITABLE CONTRIBUTIONS$200,000
ISRAEL CHRISTIAN NEXUS
13636 VENTURA BLVD 450SHERMAN OAKSCA91423NONEPCCHARITABLE CONTRIBUTIONS$100,000
JINSA
1101 14TH ST NW STE 1030WASHINGTONDC20005NONEPCCHARITABLE CONTRIBUTIONS$150,000
LETTER OF THE LAW INC
111 LIVINGSTON ST STE 1928BROOKLYNNY11201NONEPCCHARITABLE CONTRIBUTIONS$200,000
LOS ANGELES MUSEUM OF THE HOLOCAUST
100 THE GROVE DRIVELOS ANGELESCA90036NONEPCCHARITABLE CONTRIBUTIONS$45,000
MIDDLE EAST FORUM
1650 MARKET ST STE 3600PHILIDELPHIAPA19103NONEPCCHARITABLE CONTRIBUTIONS$200,000
ORTHODOX UNION
11 BROADWAY 14TH FLOORNEW YORKNY10004NONEPCCHARITABLE CONTRIBUTIONS$465,000
PRAGERU
15021 VENTURA BLVD 552SHERMAN OAKSCA91403NONEPCCHARITABLE CONTRIBUTIONS$200,000
SIMON WIESENTHAL CENTER
1399 S ROXBURY DRLOS ANGELESCA90035NONEPCCHARITABLE CONTRIBUTIONS$10,000
SINAI TEMPLE ISRAEL CENTER
10400 WILSHIRE BLVDLOS ANGELESCA90024NONEPCCHARITABLE CONTRIBUTIONS$30,000
SKIRBALL CULTURAL CENTER
2701 N SEPULVEDA BLVDLOS ANGELESCA90049NONEPCCHARITABLE CONTRIBUTIONS$25,000
STAND WITH US
PO BOX 341069LOS ANGELESCA90034NONEPCCHARITABLE CONTRIBUTIONS$1,000,000
THE ALGEMEINER
208 E 51ST ST SUITE 185NEW YORKNY10022NONEPCCHARITABLE CONTRIBUTIONS$15,000
THE AMERICAN SOCIETY FOR YAD VASHEM
500 5TH AVE 42NEW YORKNY10110NONEPCCHARITABLE CONTRIBUTIONS$10,000
THE INVESTIGATIVE PROJECT ON TERRORISM
5614 CONNECTICUT AVE NW 341WASHINGTONDC20015NONEPCCHARITABLE CONTRIBUTIONS$200,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONEPCCHARITABLE CONTRIBUTIONS$10,000
WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH ST NW STE 500WASHINGTONDC20036NONEPCCHARITABLE CONTRIBUTIONS$200,000
YESHIVA OF LOS ANGELES BOYS HIGH SCHOOL
9760 W PICO BLVDLOS ANGELESCA90035NONEPCCHARITABLE CONTRIBUTIONS$12,500
YESHIVA OF LOS ANGELES GIRLS HIGH SCHOOL
1619 S ROBERSTON BLVDLOS ANGELESCA90035NONEPCCHARITABLE CONTRIBUTIONS$12,500
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY10033NONEPCCHARITABLE CONTRIBUTIONS$10,000
YOUNG ISRAEL OF CENTURY CITY
9317 PICO BLVDLOS ANGELESCA90035NONEPCCHARITABLE CONTRIBUTIONS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,300,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,013,428ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$254ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,695,800ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,709,521ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,709,521TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,808Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,808DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS - COMMON STOCKS$7,682,008$7,682,008
MERRILL LYNCH - COMMON STOCKS AND ALTERNATIVE INVESTMENTS$9,321,222$9,321,222
FRB - COMMON STOCKS$12,238,460$12,238,460

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$10,361,980StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$10,361,980StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,253LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,253DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX RECEIVABLEDesc
BOY Book Value$3,678BOYBookValueAmt
EOY Book Value$3,678EOYBookValueAmt
EOYFMV$3,678EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$5,977$0$5,977
COMPUTER EXPENSE$179$0$179
POSTAGE$352$0$352
TELEPHONE$2,964$0$2,964
CA REGISTRATION FEE$175$0$175
PARKING$1,225$0$1,225
TRANSPORTATION$213$0$213
MEAL$246$0$246
PENALTIES$25$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENT FROM MERRILL LYNCHDesc
Revenue And Expenses Per Books$254RevenueAndExpensesPerBooksAmt
Net Investment Income$254NetInvestmentIncomeAmt
Adjusted Net Income$254AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

DescDescAmtAmt
UNREALIZED GAINS/LOSSES$612,170
MERRILL LYNCH 2377 ACCRUED INTEREST$9,583
FIRST REPUBLIC BANK 1245 ACCRUED INTEREST$3,712
MERRILL LYNCH 2910 ACCRUED INTEREST$27,769

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$228,729Amt
Net Investment Income$228,729NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHERCategoryTxt
Amt$14,956Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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