THE KENNETH LEVENTHAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE KENNETH LEVENTHAL FOUNDATION (EIN 45-3195090)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-28
- IRS object ID
- 202531489349100613
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-28T16:08:02-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
| 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 | $31,044,298 | 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 | $255,083 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $255,083 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $972,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $943,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $454,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,734,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $454,703 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $167,595 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,595 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,849,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,660,441 | 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 | $6,922 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,922 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,999 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,999 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,519 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196,519 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $33,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,600 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,400 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,000 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,395 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,609 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $234,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,885,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,885,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,228,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $234,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,974,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,378,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,426,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $845,510 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $842,575 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $842,575 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,468,310 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,810,292 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,810,292 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $18,989,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,391,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,391,252 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $179 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $179 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,303,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,044,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,044,298 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,053 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,053 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,300,011 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,044,298 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,300,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,044,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,303,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,044,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,300,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,378,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,123,082 | OtherIncreasesAmt |
| Subtotal | $31,044,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,044,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MERRILL LYNCH 7HR-02377 | $26,809 | $26,020 | $789 | $789 |
| MERRILL LYNCH 7HR-02377 | $3,889,809 | $3,759,831 | $129,978 | $129,978 |
| MERRILL LYNCH 7HR-02910 | $4,446,824 | $4,240,777 | $206,047 | $206,047 |
| MERRILL LYNCH 7HR-02910 | $513,792 | $488,563 | $25,229 | $25,229 |
| UBS - UJ 76839 56 | $548,735 | $497,247 | $51,488 | $51,488 |
| UBS - UJ 76839 56 | $4,308,083 | $4,266,911 | $41,172 | $41,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $454,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,821 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,821 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | 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 | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $86 | EsPenaltyAmt |
| Overpayment | $93 | OverpaymentAmt |
| Applied To ES Tax | $93 | 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 | $31,692,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,380,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,073,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,073,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $496,101 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,577,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,628,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,628,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,821 | TotalTaxAmt |
| Distributable Before Adj | $1,609,044 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,609,044 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,609,044 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,974,009 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,974,009 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,609,044 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,723,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,195,582 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,879,031 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,814,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,612,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,974,009 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,609,044 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,364,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,977,026 | 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 | $1,723,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,253,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,195,582 | ExcessFromYear3Amt |
| Excess From Year2 | $2,879,031 | ExcessFromYear2Amt |
| Excess From Year1 | $2,814,251 | ExcessFromYear1Amt |
| Excess From Current Year | $2,364,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 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 | $100,000 |
| 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 | $65,000 |
| 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 | $25,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | CHARITABLE CONTRIBUTIONS | $100,000 |
| 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 | $150,000 |
| 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 | $200,000 |
| LETTER OF THE LAW INC | |||||||
| 111 LIVINGSTON ST STE 1928 | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| MIDDLE EAST FORUM | |||||||
| 1650 MARKET ST STE 3600 | PHILIDELPHIA | PA | 19103 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 |
| PRAGERU | |||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | CHARITABLE CONTRIBUTIONS | $400,000 |
| SINAI TEMPLE ISRAEL CENTER | |||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $50,000 |
| 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 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $60,000 |
| 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 |
| YULA HIGH SCHOOL | |||||||
| 9760 W 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 | $3,885,000 | 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 | $255,083 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $972,319 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,595 | ExclusionAmt |
| Related Or Exempt Function Incm | $160,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $454,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,689,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $160,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,849,700 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | REFUND OF CONTRIBUTIONS $160,000 | RelationshipStatementTxt |
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 | $20,999 | Amt |
| Net Investment Income | $20,999 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - COMMON STOCKS | $7,714,082 | $7,714,082 |
| MERRILL LYNCH - COMMON STOCKS AND ALTERNATIVE INVESTMENTS | $11,677,170 | $11,677,170 |
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 | $10,810,292 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,810,292 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,922 | LegalFeesAmt |
| Net Investment Income | $6,922 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $179 | EOYBookValueAmt |
| EOYFMV | $179 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $1,037 | $207 | $830 |
| CA REGISTRATION FEE | $25 | $25 | $0 |
| COMPUTER EXPENSE | $1,996 | $399 | $1,597 |
| INSURANCE | $5,976 | $1,195 | $4,781 |
| MEAL | $256 | $0 | $128 |
| PARKING | $2,351 | $471 | $1,880 |
| POSTAGE | $309 | $62 | $247 |
| TELEPHONE | $1,466 | $293 | $1,173 |
| TRANSPORTATION | $3,711 | $742 | $2,969 |
| SUPPLIES | $5 | $1 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER ADJUSTMENT FROM MERRILL LYNCH | $7,595 | $7,595 | $7,595 |
| REFUND OF CONTRIBUTION | $160,000 | $0 | $160,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $1,076,963 |
| MERRILL LYNCH 2910 ACCRUED INTEREST | $46,119 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT TAX LIABILITY PAYABLE | Desc |
| BOY Book Value | $3,053 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $196,519 | Amt |
| Net Investment Income | $196,519 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER | $19,821 | $0 | $0 |
| PENALTY | $102 | $0 | $0 |
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