THE KENNETH LEVENTHAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE KENNETH LEVENTHAL FOUNDATION (EIN 45-3195090)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-14
- IRS object ID
- 202002589349101050
- 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
- Schedule B
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-14T17:36:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 NO 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 | 2020-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NAZ AFSHAR | PreparerPersonNm |
| PTIN | P00441843 | PTIN |
| Phone | 3105520960 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.179.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-09 | IPDt |
| IP Tm | 15:24:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4DE9E07BEFF9F022A478DFE9E5F2D6773821691 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,745,119 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,695,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,041,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,041,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,431,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $376,590 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,180,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,108,954 | 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 | $5,716 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,716 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,256 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,256 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $177,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,360 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,037 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,037 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,241 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $292,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,425,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,425,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,717,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,530,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,537,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $921,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $972,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,411,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,411,055 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,885,051 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,193,603 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,193,603 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $28,887,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,136,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,136,783 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $12,828 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,678 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,678 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,757,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,745,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,745,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,757,948 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,745,119 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,757,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,745,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,757,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,745,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,757,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,537,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,524,622 | OtherIncreasesAmt |
| Subtotal | $43,745,119 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,745,119 | 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 |
|---|---|---|---|---|
| UBS #3956 | $687,271 | $667,580 | $19,691 | $19,691 |
| UBS #3956 | $1,120,604 | $1,106,817 | $13,787 | $13,787 |
| FIRST REPUBLIC #1245 | $3,714,916 | $3,710,576 | $4,340 | $4,340 |
| FIRST REPUBLIC #1245 | $2,301,780 | $2,300,827 | $953 | $953 |
| MERRIL LYNCH #2910 | $3,588,848 | $3,561,567 | $27,281 | $27,281 |
| MERRIL LYNCH #2910 | $17,904 | $17,151 | $753 | $753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,432,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,648,026 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078631 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,011,587 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,334,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023344 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $320,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,020,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $191,431 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,235,949 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059158 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,334 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,446,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048846 | DistributionYr5Rt |
| Total Distribution | 0.245561 | TotalDistributionRt |
| Average Distribution | 0.049112 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $42,391,438 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,081,928 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,091,140 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,530,250 | 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 | $9,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,890 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,890 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,678 | OverpaymentAmt |
| Applied To ES Tax | $3,678 | 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 | $41,761,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,275,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,036,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,036,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $645,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,391,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,119,572 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,119,572 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,212 | TotalTaxAmt |
| Distributable Before Adj | $2,110,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,110,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,110,360 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,530,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,530,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,212 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,521,038 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,110,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $135,915 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,530,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $135,915 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,110,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,283,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,283,975 | 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 | $2,283,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,283,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| YESHIVA OF LOS ANGELES BOYS HIGH SCHOOL | ||||||||
| 9760 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| YESHIVA OF LOS ANGELES GIRLS HIGH SCHOOL | ||||||||
| 1619 S ROBERSTON BLVD | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| YOUNG ISRAEL OF CENTURY CITY | ||||||||
| 9317 PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $60,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 208 E 51ST ST 303 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 | |
| HESCHEL DAY SCHOOL | ||||||||
| 17701 DEVONSHIRE ST | NORTHRIDGE | CA | 91325 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| CAMERA | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||
| 1111 19TH ST NW STE 500 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 | |
| FRIENDS OF ELNET | ||||||||
| 5215 OLD ORCHARD RD STE 880 | SKOKIE | IL | 60077 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 | |
| JEWISH COMMUNITY FOUNDATION | ||||||||
| 6505 WILSHIRE BLVD STE 1200 | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 | |
| JINSA | ||||||||
| 1101 14TH ST NW STE 1030 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $100,000 | |
| LETTER OF THE LAW INC | ||||||||
| 111 LIVINGSTON ST STE 1928 | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE CONTRIBUTIONS | $250,000 | |
| LOS ANGELES MUSEUM OF THE HOLOCAUST | ||||||||
| 100 THE GROVE DRIVE | LOS ANGELES | CA | 90036 | NONE | PC | CHARITABLE CONTRIBUTIONS | $40,000 | |
| PRAGERU | ||||||||
| 15021 VENTURA BLVD 552 | SHERMAN OAKS | CA | 91403 | NONE | PC | CHARITABLE CONTRIBUTIONS | $125,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 | |
| THANK ISRAELI SOLDIERS | ||||||||
| TIS 5185 MACARTHUR BLVD NW SUITE | WASHINGTON | DC | 200163341 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | 636 |
| THE AMERICAN SOCIETY FOR YAD VASHEM | ||||||||
| 500 5TH AVE 42 | NEW YORK | NY | 10110 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| THE INVESTIGATIVE PROJECT ON TERRORISM | ||||||||
| 5614 CONNECTICUT AVE NW 341 | WASHINGTON | DC | 20015 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 | |
| SKIRBALL CULTURAL CENTER | ||||||||
| 2701 N SEPULVEDA BLVD | LOS ANGELES | CA | 90049 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 | |
| AMCHA | ||||||||
| PO BOX 408 | SANTA CRUZ | CA | 95061 | NONE | PC | CHARITABLE CONTRIBUTIONS | $75,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE CONTRIBUTIONS | $800,000 | |
| BUILDERS OF JEWISH EDUCATION | ||||||||
| 6505 WILSHIRE BOULEVARD STE 300 | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE CONTRIBUTIONS | $55,000 | |
| CITIZENS FOR NATIONAL SECURITY | ||||||||
| PO BOX 880302 | BOCA RATON | FL | 33488 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 | |
| CREATIVE COMMUNITY FOR PEACE | ||||||||
| 6505 WILSHIRE BOULEVARD STE 1200 | LOS ANGELES | CA | 90048 | NONE | PC | CHARITABLE CONTRIBUTIONS | $45,000 | |
| HARKAM HILLEL HEBREW ACADEMY | ||||||||
| 9120 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90212 | NONE | PC | CHARITABLE CONTRIBUTIONS | $25,000 | |
| STAND WITH US | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE CONTRIBUTIONS | $925,000 | |
| HONESTREPORTING | ||||||||
| 10024 SKOKIE BLVD STE 202 | SKOKIE | IL | 90077 | NONE | PC | CHARITABLE CONTRIBUTIONS | $200,000 | |
| ISRAEL CHRISTIAN NEXUS | ||||||||
| 13636 VENTURA BLVD 450 | SHERMAN OAKS | CA | 91423 | NONE | PC | CHARITABLE CONTRIBUTIONS | $150,000 | |
| ISRAEL ON CAMPUS COALITION | ||||||||
| 734 15TH ST NW STE 600 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTIONS | $50,000 | |
| MEMRI | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | NONE | PC | CHARITABLE CONTRIBUTIONS | $55,000 | |
| MIDDLE EAST FORUM | ||||||||
| 1650 MARKET ST STE 3600 | PHILIDELPHIA | PA | 19103 | NONE | PC | CHARITABLE CONTRIBUTIONS | $315,000 | |
| ORTHODOX UNION | ||||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TJJ PROGRAM | $500,000 | |
| SINAI TEMPLE ISRAEL CENTER | ||||||||
| 10400 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PC | CHARITABLE CONTRIBUTIONS | $30,000 | |
| THE ALGEMEINER | ||||||||
| 208 E 51ST ST SUITE 185 | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | CHARITABLE CONTRIBUTIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,425,000 | 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 | $417 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,041,732 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,333 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,805 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,485,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,485,544 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KENNETH LEVENTHAL MARITAL DEDUCTION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12301 WILSHIRE BLVD 550 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,695,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,256 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,256 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS - COMMON STOCKS | $7,196,475 | $7,196,475 |
| MERRILL LYNCH - COMMON STOCKS AND ALTERNATIVE INVESTMENTS | $9,246,061 | $9,246,061 |
| FRB - COMMON STOCKS | $13,694,247 | $13,694,247 |
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 | $11,193,603 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $11,193,603 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,716 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,716 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $12,828 | BOYBookValueAmt |
| EOY Book Value | $3,678 | EOYBookValueAmt |
| EOYFMV | $3,678 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $117 | $0 | $117 |
| INSURANCE | $6,227 | $0 | $6,227 |
| POSTAGE | $325 | $0 | $325 |
| TELEPHONE | $1,572 | $0 | $1,572 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MERRILL LYNCH 2377 TAX EXEMT INTEREST | $294,992 | $0 | $294,992 |
| MERRILL LYNCH 2910 TAX EXEMT INT DIVIDENDS | $81,341 | $0 | $81,341 |
| FEDERAL REFUND | $257 | $257 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $4,493,766 |
| MERRILL LYNCH 2377 ACCRUED INTEREST | $4,522 |
| FIRST REPUBLIC BANK 1245 ACCRUED INTEREST | $26,334 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $177,360 | Amt |
| Net Investment Income | $177,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $10,385 | Amt |
| Net Investment Income | $10,385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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