ZEBULUN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZEBULUN FOUNDATION (EIN 95-4864537)
- Tax period
- 2019-05-01 to 2020-04-30
- Filed
- 2020-05-25
- IRS object ID
- 202021469349100602
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-25T15:50:58-05:00 | ReturnTs |
| Tax Period End | 2020-04-30 | 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 | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-01 | 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 | 2020-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN FRANKIEL | PreparerPersonNm |
| PTIN | P00295193 | PTIN |
| Phone | 3107208451 | PhoneNum |
| Preparation | 2020-05-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,774 | 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 | $511 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $511 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$563 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,437 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,904 | 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 | $138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,978 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,519 | CashBOYAmt |
| Cash EOY | $58,441 | CashEOYAmt |
| Cash EOYFMV | $58,441 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,349 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,489 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,658 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,326 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $140,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,774 | 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 | $140,480 | RetainedEarningBOYAmt |
| Retained Earning EOY | $134,516 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $140,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $140,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $140,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $134,698 | SubtotalAmt |
| Other Decreases | $182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AIR LEASE CORP | P | 2018-11-12 | 2019-10-28 | $4,471 | $3,880 | $591 | $591 |
| FARMLAND PARTNERS | P | 2017-10-25 | 2019-10-28 | $2,659 | $3,529 | -$870 | -$870 |
| HEALTHCARE REALTY | P | 2007-05-21 | 2019-10-28 | $3,397 | $3,263 | $134 | $134 |
| PPL CORP | P | 2018-01-10 | 2019-10-28 | $3,296 | $3,091 | $205 | $205 |
| UNITI GROUP | P | 2015-11-24 | 2019-10-28 | $767 | $1,872 | -$1,105 | -$1,105 |
| WASHINGTON REIT | P | 2007-11-08 | 2019-10-28 | $3,021 | $3,303 | -$282 | -$282 |
| EQUITY COMMONWEALTH | P | 2013-12-31 | 2019-12-30 | $2,826 | $2,062 | $764 | $764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$563 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,083 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $132,194 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046016 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $121,157 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047352 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,775 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,702 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042368 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,368 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $98,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054226 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,869 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $94,120 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051732 | DistributionYr5Rt |
| Total Distribution | 0.241694 | TotalDistributionRt |
| Average Distribution | 0.048339 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $138,699 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,743 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,983 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $38 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $38 | 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 | MARLENE B 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 | ||||||||
| 10530 TENNESSEE AVE | LOS ANGELES | CA | 90064 | 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 | $92,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,811 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38 | TotalTaxAmt |
| Distributable Before Adj | $6,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,897 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,897 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,983 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,264 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,264 | ExcessFromCurrentYearAmt |
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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAS TORAH | |||||||
| 9040 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $880 |
| AMERICAN FRIENDS OF YESHIVA IMREI EMES | |||||||
| 3822 15TH AVE | BROOKLYN | NY | 11218 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $360 |
| CA STATE PARKS | |||||||
| 33 NEW MONTGOMERY ST | SAN FRANCISCO | CA | 94105 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $200 |
| CAMP HASC | |||||||
| 361 PARKSVILLE ROAD | PARKSVILLE | NY | 12768 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $240 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $50 |
| CONGREGATION MOGEN DAVID | |||||||
| 9717 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $68 |
| KOLLEL - LOS ANGELES | |||||||
| 7216 BEVERLY BLVD | LOS ANGELES | CA | 90036 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $480 |
| LOS ANGELES COMMUNITY ERUV | |||||||
| 8950 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| MESIVTA OF GREATER LOS ANGELES | |||||||
| 25115 MUREAU ROAD | CALABASAS | CA | 91302 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $360 |
| MESIVTHA TIFERETH JERUSALEM OF AMERICA | |||||||
| 145 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $360 |
| OU-JLIC | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $420 |
| SANZ INSTITUTIONS | |||||||
| 1611 46TH ST | BROOKLYN | NY | 11204 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $200 |
| SURFRIDER FOUNDATION | |||||||
| P O BOX 97169 | WASHINGTON | DC | 20090 | NONE | PUBLICLY SUPPORTED | ENVIRONMENTAL PRESERVATION & CONSERVATION | $100 |
| VAAD HOEIR OF ST LOUIS | |||||||
| 4 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $240 |
| WESTSIDE KOLLEL | |||||||
| 1453 S ROBERTSON BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $240 |
| WESTWOOD KEHILLA | |||||||
| 10523 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $4,420 |
| YOUNG ISRAEL OF ST LOUIS | |||||||
| 8101 DELMAR BLVD | ST LOUIS | MO | 63130 | NONE | PUBLICLY SUPPORTED | TRADITIONAL JEWISH PRACTICE | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,978 | 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 | $511 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,393 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$563 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,341 | 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 | $2,977 | $3,047 |
| BALLARD POWER SYSTEMS | $3,428 | $7,620 |
| CA WATER SERVICE GROUP | $3,404 | $6,738 |
| CENTERPOINT ENERGY | $2,796 | $1,703 |
| CHUNGHWA TELECOM | $3,585 | $3,681 |
| EQUITY COMMONWEALTH | $2,062 | $2,730 |
| MFA FINANCIAL | $13,508 | $7,504 |
| PROGRESSIVE | $4,430 | $5,798 |
| SHIP FINANCE INTERNATIONAL | $2,345 | $1,129 |
| TOTAL SA | $5,043 | $3,515 |
| EQUINOR ASA | $3,655 | $2,716 |
| GASLOG LTD | $1,911 | $1,848 |
| HSBC HOLDINGS PLC | $3,542 | $2,573 |
| METLIFE | $4,531 | $3,608 |
| NEW YORK COMMUNITY BANCORP | $3,555 | $3,258 |
| OLD REPUBLIC | $2,919 | $3,190 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESCO EMERGING MARKETS | AT COST | $4,235 | $3,673 |
| ISHARES MSCI UK | AT COST | $2,979 | $2,525 |
| PIMCO CORP & INC OPPTY | AT COST | $2,821 | $2,128 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEE | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAIWANESE INCOME TAX | $30 | $30 | $0 |
| FRENCH INCOME TAX | $85 | $85 | $0 |
| FRANCHISE TAX BOARD | $10 | $5 | $5 |
| NORWEGIAN INCOME TAX | $13 | $13 | $0 |
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