CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND EDNA LEVINE FAMILY FOUNDATION INC (EIN 52-2232281)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349101048
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T10:07:58-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521645472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Weil Akman Baylin & Coleman PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 West Padonia Rd Suite 600 | AddressLine1Txt |
| City | Timonium | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 210932186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522232281 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles and Edna Levine | BusinessNameLine1Txt |
| Business Name Line2 | Family FoundationInc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4104868999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 Hatton Road | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | charles levine | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4104868999 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey Coleman JD CPAABV CVA | PreparerPersonNm |
| PTIN | P00026041 | PTIN |
| Phone | 4105614411 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 35.196.26.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 10:05:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35CD6757F7CB484114815A8AAEFD307EABA095A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 35CD6757F7CB484114815A8AAEFD307EABA095A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $390,048 | 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 | $1,579 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,154 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,065 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,065 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,327 | 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 | $1,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,128 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,244 | CashBOYAmt |
| Cash EOY | $11,767 | CashEOYAmt |
| Cash EOYFMV | $11,767 | CashEOYFMVAmt |
| Corporate Stock BOY | $324,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $329,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $378,281 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $339,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $341,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $390,048 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $529,223 | CapitalStockBOYAmt |
| Capital Stock EOY | $529,223 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$189,718 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$187,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $339,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $341,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $339,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $341,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $339,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $341,817 | SubtotalAmt |
| Other Decreases | $97 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $341,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Delaware Value Fund | P | 2018-04-26 | 2018-11-27 | $4,409 | $4,408 | $1 | $1 |
| Invesco Div Div | P | 2017-12-14 | 2018-04-26 | $2,204 | $2,211 | -$7 | -$7 |
| MFS Intl Value Fund | P | 2017-12-14 | 2018-06-26 | $494 | $283 | $211 | $211 |
| Delaware Tax Free | P | 2011-06-29 | 2018-11-27 | $2,251 | $2,309 | -$58 | -$58 |
| DWS Intermediate Taxfree Fund | P | 2011-06-29 | 2018-11-27 | $2,091 | $2,128 | -$37 | -$37 |
| Invesco Div Div | P | 2017-03-16 | 2018-04-26 | $45,775 | $45,924 | -$149 | -$149 |
| Ishares Core S&P | P | 2010-02-04 | 2018-11-27 | $9,180 | $3,678 | $5,502 | $5,502 |
| Ishares Russell 2000 | P | 2010-02-04 | 2018-11-27 | $1,337 | $538 | $799 | $799 |
| Ishares Trust Core | P | 2013-06-20 | 2018-11-27 | $879 | $783 | $96 | $96 |
| MFS Intl Value Fund | P | 2013-06-20 | 2018-06-26 | $18,624 | $10,653 | $7,971 | $7,971 |
| Oppenheimer Intl Growth | P | 2011-12-02 | 2018-11-27 | $1,370 | $1,019 | $351 | $351 |
| Capital Gains Dividends | P | $6,385 | $6,385 | $6,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,065 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $424,201 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038897 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $390,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,864 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $404,949 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061400 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,246 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $424,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052364 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $395,406 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037936 | DistributionYr5Rt |
| Total Distribution | 0.234083 | TotalDistributionRt |
| Average Distribution | 0.046817 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $441,059 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $229 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,878 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,500 | 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 | $229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $571 | OverpaymentAmt |
| Applied To ES Tax | $571 | 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 | MD | 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 | Jeffrey M Coleman | IndividualWithBooksNm |
| Phone | 4104868999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3111 Hatton Road | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | 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 Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Richard M Levine | ||||||||||
| 3 Bilu Katamon | IS | President/Trustee | 0.00 | $0 | $0 | $0 | ||||
| Jerrold S Levine | ||||||||||
| Vice-President/Trustee | 0.00 | $0 | $0 | $0 | 1909 Oak Crest Drive | Oakland | CA | 94602 | ||
| Susan Henri Levine Coleman | ||||||||||
| Secretary-Treasurer/Truste | 0.00 | $0 | $0 | $0 | 3111 Hatton Road | Baltimore | MD | 21208 | ||
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $435,394 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,382 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $447,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $447,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $441,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $229 | TotalTaxAmt |
| Distributable Before Adj | $21,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,824 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $229 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,271 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $496 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $496 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $180 | 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 | $180 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU | |||||||
| 125 Broad Street | New York | NY | 10004 | NONE | 501(c)3 | Protect the bill of rights, constitution and the rule of law | $2,500 |
| Ahavas Yisrael Charity Fund | |||||||
| 3706 Clarks Lane | Baltimore | MD | 21215 | NONE | 501(c)3 | Provide assistance to needy families | $1,500 |
| Chasday Naomy USA Friends | |||||||
| 10101 Fondren Road Suite 400 | Houston | TX | 10101 | NONE | 501(c)3 | Supports sick children, orphans, families that cannot afford them, etc. | $1,500 |
| Netivot Shalom | |||||||
| 7602 Labyrinth Rd | Pikesville | MD | 21208 | NONE | Public Charity | To assist religous and charitable activity | $1,000 |
| PEF - Israel Endowment Funds Inc | |||||||
| 317 Madison Ave - Suite 607 | New York | NY | 10017 | NONE | 501(c)3 | Provides food & various services for needy people | $5,000 |
| Planned Parenthood | |||||||
| 123 William Street | New York | NY | 10038 | NONE | 501(c)3 | Education for women and men | $2,500 |
| The Jewish Middle School of Nashville | |||||||
| 809 Percy Warner Blvd | Nashville | TN | 37208 | NONE | 501(c)3 | Education for children | $1,000 |
| Alameda County Community Food Bank | |||||||
| PO Box 2599 | Oakland | CA | 94614 | None | 501(c)3 | Provide food for needy people | $2,500 |
| Ezer Mizion | |||||||
| 5225 New Utrecht Ave Fl 3 | Brooklyn | NY | 11219 | NONE | 501(c)3 | Provide services for the elderly | $2,500 |
| Anti-Defamation League | |||||||
| 1100 Connecticut Ave NW Ste 1020 | Washington | DC | 20036 | NONE | 501(c)3 | Stop the defamation of the Jewish people and to secure justice and fair treatment to all | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | 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 | $10,154 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,065 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,219 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,219 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Securities/Mutual Funds | StockNm |
| EOY Book Value | $329,953 | EOYBookValueAmt |
| EOYFMV | $378,281 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued dividend | Desc |
| Amt | $97 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Advisory fees | $6,035 | $6,035 | $0 |
| Other expense | $93 | $93 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes Paid | $279 | $279 | $0 |
| Excise tax paid | $1,579 | $0 | $0 |
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