MAYTIV FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: MAYTIV FOUNDATION (EIN 95-4788738)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2019-05-15
IRS object ID: 201911359349101681
Schema version: 2017v2.3
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
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-15T13:33:32-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1925 CENTURY PARK E FL 16	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90067	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	954788738	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MAYTIV FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MAYT	BusinessNameControlTxt
Phone	3102805015	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5150 OVERLAND AVENUE	AddressLine1Txt
City	CULVER CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90230	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	IVAN BERKOWITZ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3102805015	PhoneNum
Signature	2019-04-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KURT KILWEIN	PreparerPersonNm
PTIN	P00109165	PTIN
Phone	3102732501	PhoneNum
Preparation	2019-04-24	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.137.57.251	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-04-29	IPDt
IP Tm	16:43:53	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	437A48F7A65F248D0909731AA99F0A79285329FF	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$24,167,518	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$651,396	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$473,310	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$473,310	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$340,857	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$27,892,707	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$340,857	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$286,681	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$286,681	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,752,244	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,100,848	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	$25,893	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$25,893	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$400	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$400	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$40,254	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$160	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$70,131	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$40,560	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$29,571	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$136,678	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$40,960	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$55,624	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$868,951	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$868,951	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,005,629	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$40,960	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$924,575	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$746,615	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,059,888	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,136,496	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,300,671	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,300,671	SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl BOY	$345,000	PledgesRcvblBOYAmt
Other Nts And Loans Rcvbl	$50,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$212,677	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$50,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$50,000	OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY	$2,828,412	CorporateStockBOYAmt
Corporate Stock EOY	$4,015,183	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,015,183	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$6,897,222	CorporateBondsBOYAmt
Corporate Bonds EOY	$5,335,836	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$5,335,836	CorporateBondsEOYFMVAmt
Other Investments BOY	$10,010,673	OtherInvestmentsBOYAmt
Other Investments EOY	$11,465,828	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$11,465,828	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$23,430,480	TotalAssetsBOYAmt
Total Assets EOY	$24,167,518	TotalAssetsEOYAmt
Total Assets EOYFMV	$24,167,518	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$69,577	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$60,000	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$69,577	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$60,000	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$23,360,903	RetainedEarningBOYAmt
Retained Earning EOY	$24,107,518	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$23,360,903	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$24,107,518	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$23,430,480	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$24,167,518	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$23,360,903	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$746,615	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$24,107,518	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$24,107,518	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INVESTMENT SECURITIES	P	$27,883,130	$27,389,173	$493,957	$493,957
NON-BUSINESS BAD DEBT	P		$162,677	-$162,677	-$162,677
NON-BUSINESS GAIN	P	$9,577		$9,577	$9,577

Field	Value	IRS element (for citing)
Capital Gain Net Income	$340,857	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,194,076	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$20,314,048	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.058781	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$1,096,909	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$24,810,130	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.044212	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,000,631	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$22,794,432	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.043898	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$891,369	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$19,660,291	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.045339	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$860,283	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$18,523,683	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.046442	DistributionYr5Rt
Total Distribution	0.238672	TotalDistributionRt
Average Distribution	0.047734	AverageDistributionRt
Net Vl Noncharitable Assets	$20,182,372	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$963,385	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$10,599	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$973,984	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$924,575	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$21,198	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$21,198	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$21,198	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$31,270	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$31,270	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$10,072	OverpaymentAmt
Applied To ES Tax	$10,072	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	IVAN AND FRANCESCA BERKOWITZ	IndividualWithBooksNm
Phone	3102805015	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5150 OVERLAND AVENUE	AddressLine1Txt
City	CULVER CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90230	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
IVAN BERKOWITZ
5150 OVERLAND AVENUE	CULVER CITY	CA	90230	PRESIDENT	2.00	$0	$0	$0
FRANCESCA BERKOWITZ
5150 OVERLAND AVENUE	CULVER CITY	CA	90230	SECRETARY	1.00	$0	$0	$0
ERIC BERKOWITZ
5150 OVERLAND AVENUE	CULVER CITY	CA	90230	MEMBER-BOARD OF DIRECTORS	1.00	$0	$0	$0
ELIZABETH BERKOWITZ
5150 OVERLAND AVENUE	CULVER CITY	CA	90230	MEMBER-BOARD OF DIRECTORS	1.00	$0	$0	$0
ADAM BERKOWITZ
5150 OVERLAND AVENUE	CULVER CITY	CA	90230	MEMBER-BOARD OF DIRECTORS	5.00	$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	$8,698,056	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,024,832	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$6,766,830	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$20,489,718	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$20,489,718	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$307,346	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$20,182,372	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,009,119	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,009,119	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$21,198	TaxBasedOnInvestmentIncomeAmt
Total Tax	$21,198	TotalTaxAmt
Distributable Before Adj	$987,921	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$987,921	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$987,921	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$924,575	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$924,575	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$924,575	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$987,921	DistributableAsAdjustedAmt
Undistributed Income PY	$908,354	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$924,575	QualifyingDistributionsAmt
Applied To Year1	$908,354	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$16,221	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$971,700	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	IVAN BERKOWITZ	ContributingManagerNm
Contributing Manager	FRANCESCA BERKOWITZ	ContributingManagerNm
Contributing Manager	ERIC BERKOWITZ	ContributingManagerNm
Contributing Manager	ELIZABETH BERKOWITZ	ContributingManagerNm
Contributing Manager	ADAM BERKOWITZ	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMIT
817 BROADWAY 3RD FL	NEW YORK	NY	10003	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$330
BIKUR CHOLIM OF MANHATTAN
180 RIVERSIDE DR	NEW YORK	NY	10024	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$250
CHABAD VAIL
450 E LIONSHEAD CIRCLE	VAIL	CO	81657	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$600
CHAI LIFELINE
151 WEST 30TH STREET	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$1,800
CONGREGATION ATERES SHALOM
4401 14TH AVE	BROOKLYN	NY	11219	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$750,000
CONGREGATION RAMATH ORAH
550 W 110TH STREET	NEW YORK	NY	10025	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$1,000
CRY SHENTH LONEL
1330 AVENUE OF THE AMERICAS FL14	NEW YORK	NY	10019	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$528
HADASSAH
40 WALL STREET	NEW YORK	NY	10005	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$360
MAKING HEADWAY FOUNDATION
115 KING ST	CHAPPAQUA	NY	10514	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZAITON MISSION	$100
RED BULL THEATHER
191 7TH AVENUE STE 2S	NEW YORK	NY	10011	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$400
SHARSHERET
10 EAST 40TH STREET 28TH FLOOR	NEW YORK	NY	10016	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$250
THE HAMPTON SYNAGOGUE
154 SUNSET AVE	WESTHAMPTON BEACH	NY	11978	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$2,570
WEST SIDE INSTITUTIONAL SYNAGOGUE
120 W 76TH ST	NEW YORK	NY	10023	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$10,000
YESHIVA IMREI YOSEF SPINKA
5801 15TH AVE	BROOKLYN	NY	11219	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$500
YESHIVA OHR MOLEH
1383 44TH ST	BROOKLYN	NY	11219	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$100,000
YESHIVA UNIVERSITY SELM
500 W 185TH STREET	NEW YORK	NY	10033	NONE	PUBLIC CHARITY	PUBLIC SUPPORT OF ORGANIZATION MISSION	$263

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$868,951	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$473,310	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$286,681	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$340,857	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,100,848	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,100,848	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 Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KEST 2009 CHARITABLE LEAD ANNUITY TRUST NO 1	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5150 OVERLAND AVENUE	AddressLine1Txt
City	CULVER CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90230	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$651,396	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	LIST OF SECURITIES	IdentifierTxt
Form And Line Reference	PDF ATTACHMENT	FormAndLineReferenceDesc
Medium Explanation	SECURITIES OWNED BY THE MAYTIV FOUNDATION	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	INVESTMENT - MERRILL LYNCH	BondNm
EOY Book Value	$5,335,836	EOYBookValueAmt
EOYFMV	$5,335,836	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT - CKR	$150,000	$150,000
INVESTMENT - INTERACTIVE BROKERS	$3,865,183	$3,865,183

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
INVESTMENT - ALPHA PLUS ADVISORS	AT COST	$43,274	$43,274
INVESTMENT - ART	AT COST	$53,104	$53,104
INVESTMENT - HAGADDAH	AT COST	$4,165	$4,165
INVESTMENT - INFUSION TELCOMUNICATIONS	AT COST	$100,000	$100,000
INVESTMENT - PARTNERSHIPS	AT COST	$7,824,267	$7,824,267
INVESTMENT - POETIC HOLDINGS IV	AT COST	$2,110,338	$2,110,338
INVESTMENT - POETIC HOLDINGS V	AT COST	$995,928	$995,928
INVESTMENT - QED BENCHMARK FUND	AT COST	$149,093	$149,093
INVESTMENT - TZP CAPITAL PARTNERS	AT COST	$10,074	$10,074
INVESTMENT - VISION OPPORTUNITIES FUND	AT COST	$175,585	$175,585

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$25,893	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$25,893	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$425	$425	$0
BROKER AND INVESTMENT ADVISOR FEES	$7,554	$7,554	$0
MANAGEMENT FEES	$32,581	$32,581	$0
MISCELLANEOUS EXPENSES	$28,182	$0	$28,182
OFFICE EXPENSES	$1,389	$0	$1,389

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	INCOME FROM PARTNERSHIPS	Desc
Revenue And Expenses Per Books	$286,681	RevenueAndExpensesPerBooksAmt
Net Investment Income	$286,681	NetInvestmentIncomeAmt
Adjusted Net Income	$286,681	AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED GAIN - ELITE FINANCIAL	$9,577	$0
DEFERRED GAIN - CKR	$60,000	$60,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	CONSULTING FEES	CategoryTxt
Amt	$400	Amt
Net Investment Income	$400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES-FRANCHISE TAX BOARD	$10	$0	$10
TAXES-CA SECRETARY OF STATE	$150	$0	$150
TAXES-US TREASURY	$40,000	$0	$0
FOREIGN TAX PAID	$94	$0	$0