ZEBULUN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ZEBULUN FOUNDATION (EIN 95-4864537)
Tax period
2020-05-01 to 2021-04-30
Filed
2021-06-06
IRS object ID
202131579349100053
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-06T16:31:28-05:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN954203670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEVEN M FRANKIEL CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 642987AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900648353ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954864537EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZEBULUN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZEBUBusinessNameControlTxt
Phone3107208451PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110530 TENNESSEE AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90064ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN M FRANKIELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3107208451PhoneNum
Signature2021-06-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastFRANKIELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN FRANKIELPreparerPersonNm
PTINP00295193PTIN
Phone3107208451PhoneNum
Preparation2021-06-06PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$168,499FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,011ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,908DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,908DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$163NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,338GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,756TotalRevAndExpnssAmt
Total Net Invst Incm$3,994TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$89TaxesRevAndExpnssAmt
Taxes Net Invst Incm$84TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$92TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,358ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,358ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,455TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$92TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,363TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,301ExcessRevenueOverExpensesAmt
Net Investment Income$3,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,441CashBOYAmt
Cash EOY$3,944CashEOYAmt
Cash EOYFMV$3,944CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,349SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,845SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,845SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$63,691CorporateStockBOYAmt
Corporate Stock EOY$64,202CorporateStockEOYAmt
Corporate Stock EOYFMV$86,456CorporateStockEOYFMVAmt
Other Investments BOY$10,035OtherInvestmentsBOYAmt
Other Investments EOY$17,788OtherInvestmentsEOYAmt
Other Investments EOYFMV$18,254OtherInvestmentsEOYFMVAmt
Total Assets BOY$134,516TotalAssetsBOYAmt
Total Assets EOY$145,779TotalAssetsEOYAmt
Total Assets EOYFMV$168,499TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$134,516RetainedEarningBOYAmt
Retained Earning EOY$145,779RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$134,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,779TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$134,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$145,779TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$134,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,301ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$145,817SubtotalAmt
Other Decreases$38OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$145,779TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
100 SHRS BALLARD POWER SYSTEMSD2017-12-222020-07-28$1,530$209$1,321$1,321
50 SHRS TOTAL SAP2011-06-022020-07-28$1,904$2,805-$901-$901
50 SHRS TOTAL SAP2016-06-272020-07-28$1,904$2,238-$334-$334
FieldValueIRS element (for citing)
Capital Gain Net Income$86CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$54InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$54SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$54TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARLENE B FRANKIELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104703516PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110530 TENNESSEE AVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900642328ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN M FRANKIEL
10530 TENNESSEE AVELOS ANGELESCA90064PRESIDENT1.00$0$0$0
MARLENE B FRANKIEL
10530 TENNESSEE AVELOS ANGELESCA90064TREAS/SECTRY0.00$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$82,514AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$66,389AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$148,903TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$148,903AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,234CashDeemedCharitableAmt
Net Vl Noncharitable Assets$146,669NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,333MinimumInvestmentReturnAmt
Tax Based On Investment Income$54TaxBasedOnInvestmentIncomeAmt
Total Tax$54TotalTaxAmt
Distributable Before Adj$7,279DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,279DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,279DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,363ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,363QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,363AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,279DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,264ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,264TotalExcessDistributionCyovAmt
Qualifying Distributions$4,363QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,363AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,264ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,264ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,652UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN M FRANKIELContributingManagerNm
Contributing ManagerMARLENE B FRANKIELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAS TORAH
9040 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$498
AGUDATH ISRAEL OF AMERICA
42 BROADWAYNEW YORKNY10275NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
CHMOL
P O BOX 191214BROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
CONGREGATION DARCHEI NOAM
10-04 ALEXANDER AVEFAIR LAWNNJ07410NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
EARTHJUSTICE
P O BOX 96346WASHINGTONDC20090NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$200
ENVIRONMENTAL DEFENSE FUND
P O BOX 98051WASHINGTONDC20077NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$200
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$200
MESIVTHA TIFERETH JERUSALEM OF AMERICA
145 EAST BROADWAYNEW YORKNY10002NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$360
OU-JLIC
574 HILGARD AVELOS ANGELESCA90024NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$360
TOUCH OF KINDNESS
P O BOX 481270LOS ANGELESCA90048NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,000
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$760
YESHIVATH BETH MOSHE
P O BOX 1141SCRANTONPA18501NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,358TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,908ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$163ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,745TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSTEVEN AND MARLENE FRANKIELContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110530 TENNESSEE AVENUEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900642328ZIPCd
FieldValueIRS element (for citing)
Total Contributions$12,011TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100 SHARES TERRENO REALTY CORPNoncashPropertyDesc
Fair Market Value$6,011FairMarketValueAmt
Received2020-11-11ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T$2,977$3,141
BALLARD POWER SYSTEMS$2,971$14,214
CA WATER SERVICE GROUP$3,404$8,813
CENTERPOINT ENERGY$2,796$2,449
CHUNGHWA TELECOM$3,585$4,085
EQUINOR ASA$3,655$4,054
EQUITY COMMONWEALTH$2,062$3,063
GASLOG LTD$1,911$2,324
HSBC HOLDINGS PLC$3,542$3,122
METLIFE$4,531$6,363
MFA FINANCIAL$13,508$11,532
NEW YORK COMMUNITY BANCORP$3,555$3,588
OLD REPUBLIC$2,919$4,924
PROGRESSIVE$4,430$7,556
SHIP FINANCE INTERNATIONAL$2,345$776
TERRENO REALTY CORP$6,011$6,452

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESCO EMERGING MARKETSAT COST$4,235$4,106
ISHARES MSCI UKAT COST$2,979$3,253
PIMCO CORP & INC OPPTYAT COST$2,821$2,847
NUVEEN FLOATING RATEAT COST$3,664$3,840
VANECK VECTORS PREFERREDAT COST$4,089$4,208

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$38Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEEDesc
Revenue And Expenses Per Books$8RevenueAndExpensesPerBooksAmt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAIWANESE INCOME TAX$30$30$0
FRENCH INCOME TAX$21$21$0
FRANCHISE TAX BOARD$10$5$5
NORWEGIAN INCOME TAX$28$28$0

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