ZEBULUN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ZEBULUN FOUNDATION (EIN 95-4864537)
Tax period
2018-05-01 to 2019-04-30
Filed
2019-06-16
IRS object ID
201901679349100250
Schema version
2018v3.1
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)
Return2019-06-16T18:57:23-05:00ReturnTs
Tax Period End2019-04-30TaxPeriodEndDt

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
ZIP90064ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-05-01TaxPeriodBeginDt

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
Signature2019-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN FRANKIELPreparerPersonNm
PTINP00295193PTIN
Phone3107208451PhoneNum
Preparation2019-06-16PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.49.171.233IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-16IPDt
IP Tm16:55:49IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8FCFC71C572679514765C7935E838DCDC7B478CCAtSubmissionCreationDeviceId
At Submission Filing Device Id8FCFC71C572679514765C7935E838DCDC7B478CCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$143,881FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,951DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,951DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,181NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,332GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,296CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,632TotalRevAndExpnssAmt
Total Net Invst Incm$9,247TotalNetInvstIncmAmt
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$130TaxesRevAndExpnssAmt
Taxes Net Invst Incm$125TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$137TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$132TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,078ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,078ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$132TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,083TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,417ExcessRevenueOverExpensesAmt
Net Investment Income$9,115NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,202CashBOYAmt
Cash EOY$11,519CashEOYAmt
Cash EOYFMV$11,519CashEOYFMVAmt
Sav And Temp Cash Invst BOY$42,063SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,858SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,858SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$49,489USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$49,512USGovtObligationsEOYFMVAmt
Corporate Stock BOY$70,858CorporateStockBOYAmt
Corporate Stock EOY$64,579CorporateStockEOYAmt
Corporate Stock EOYFMV$67,737CorporateStockEOYFMVAmt
Other Investments BOY$10,035OtherInvestmentsBOYAmt
Other Investments EOY$10,035OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,255OtherInvestmentsEOYFMVAmt
Total Assets BOY$128,158TotalAssetsBOYAmt
Total Assets EOY$140,480TotalAssetsEOYAmt
Total Assets EOYFMV$143,881TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$128,158RetainedEarningBOYAmt
Retained Earning EOY$140,480RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$128,158TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$140,480TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$128,158TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$140,480TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$128,158TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,417ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$140,575SubtotalAmt
Other Decreases$95OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$140,480TotNetAstOrFundBalancesEOYAmt

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
CONNECTICUT WATER SERVICED2016-11-222018-07-06$6,680$2,526$4,154$4,154
EPR PROPERTIES REITP2018-02-062019-04-23$7,703$5,627$2,076$2,076
NATIONAL GRID PLCP2015-07-072019-04-23$7,949$9,883-$1,934-$1,934
FieldValueIRS element (for citing)
Capital Gain Net Income$4,296CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,737AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$121,157NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047352DistributionYr1Rt
Adjusted Qlfy Distri Yr2$4,775AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$112,702NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042368DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,368AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$98,994NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054226DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,869AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$94,120NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051732DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,501AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$79,957NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043786DistributionYr5Rt
Total Distribution0.239464TotalDistributionRt
Average Distribution0.047893AverageDistributionRt
Net Vl Noncharitable Assets$132,194NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,331AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$91NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,422AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,083QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$182InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$182SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$182TaxDueAmt

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$85,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,441AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$134,207TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$134,207AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,013CashDeemedCharitableAmt
Net Vl Noncharitable Assets$132,194NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,610MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,610MinimumInvestmentReturnAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Total Tax$182TotalTaxAmt
Distributable Before Adj$6,428DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,428DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,428DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,083ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,083QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,083AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,428DistributableAsAdjustedAmt
Undistributed Income PY$477UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,083QualifyingDistributionsAmt
Applied To Year1$477AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,606AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$822UndistributedIncomeCYAmt
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 (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAS TORAH
9040 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,160
AGUDATH ISRAEL OF AMERICA
42 BROADWAYNEW YORKNY10275NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
AMERICAN FRIENDS OF MICHKANE MEIR
1274 49TH STBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
AMERICAN FRIENDS OF YESHIVA IMREI EMES
3822 15TH AVEBROOKLYNNY11218NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
CHMOL
5225 NEW UTRECHT AVEBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$400
CONGREGATION MOGEN DAVID
9717 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
EARTHJUSTICE
50 CALIFORNIA STREETSAN FRANCISCOCA94111NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$200
ETZION FOUNDATION
111 GALWAY PLACETEANECKNJ07666NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$240
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$300
HEBRON FUND
1760 OCEAN AVEBROOKLYNNY11230NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
LOS ANGELES COMMUNITY ERUV
8950 W OLYMPIC BLVDBEVERLY HILLSCA90211NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
MESIVTA OF GREATER LOS ANGELES
25115 MUREAU ROADCALABASASCA91302NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$400
MESIVTHA TIFERETH JERUSALEM OF AMERICA
145 EAST BROADWAYNEW YORKNY10002NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
OU-JLIC
574 HILGARD AVELOS ANGELESCA90024NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,920
YESHIVA AHAVAS YAKOV
1303 53RD STBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$218
ZOCHER CHASDAI OVOS
3631 SHANNON ROADCLEVELAND HEIGHTSOH44118NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,078TotalGrantOrContriPdDurYrAmt
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$4,951ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,181ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,132ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,132TotalIncomeProducingActyAmt

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$12,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BALLARD POWER SYSTEMS$3,428$2,490
CA WATER SERVICE GROUP$3,404$7,559
CENTERPOINT ENERGY$2,796$3,100
EQUITY COMMONWEALTH$4,125$5,400
FARMLAND PARTNERS$3,529$2,624
HEALTHCARE REALTY$3,263$3,088
MFA FINANCIAL$13,508$13,172
PPL CORPORATION$3,091$3,121
SHIP FINANCE INTERNATIONAL$2,345$1,276
TOTAL SA$5,043$5,567
UNITI GROUP$1,872$1,099
WASHINGTON REALTY$3,303$2,824
CHUNGHWA TELECOM$3,585$3,604
AIR LEASE$3,880$3,856
PROGRESSIVE$4,430$5,861
AT&T$2,977$3,096

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$49,489USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$49,512USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI UKAT COST$2,979$3,376
PIMCO CORP & INC OPPTYAT COST$2,821$2,691
INVESCO EMERGING MARKETSAT COST$4,235$4,188

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$95Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEEDesc
Revenue And Expenses Per Books$7RevenueAndExpensesPerBooksAmt
Net Investment Income$7NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAIWAN INCOME TAX$33$33$0
FRENCH INCOME TAX$87$87$0
FRANCHISE TAX BOARD$10$5$5

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