ZEBULUN FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ZEBULUN FOUNDATION (EIN 95-4864537)
Tax period
2017-05-01 to 2018-04-30
Filed
2018-07-01
IRS object ID
201801829349100150
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-07-01T14:42:32-05:00ReturnTs
Tax Period End2018-04-30TaxPeriodEndDt

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 Begin2017-05-01TaxPeriodBeginDt

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
Signature2018-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN FRANKIELPreparerPersonNm
PTINP00295193PTIN
Phone3107208451PhoneNum
Preparation2018-07-01PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$128,585FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,224ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,728DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,728DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$99NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$99CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,051TotalRevAndExpnssAmt
Total Net Invst Incm$4,827TotalNetInvstIncmAmt
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$103TaxesRevAndExpnssAmt
Taxes Net Invst Incm$98TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$5TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,732ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,732ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,216ExcessRevenueOverExpensesAmt
Net Investment Income$4,729NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,022CashBOYAmt
Cash EOY$5,202CashEOYAmt
Cash EOYFMV$5,202CashEOYFMVAmt
Sav And Temp Cash Invst BOY$48,340SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,063SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,063SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$53,625CorporateStockBOYAmt
Corporate Stock EOY$70,858CorporateStockEOYAmt
Corporate Stock EOYFMV$70,961CorporateStockEOYFMVAmt
Other Investments BOY$10,035OtherInvestmentsBOYAmt
Other Investments EOY$10,035OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,359OtherInvestmentsEOYFMVAmt
Total Assets BOY$117,022TotalAssetsBOYAmt
Total Assets EOY$128,158TotalAssetsEOYAmt
Total Assets EOYFMV$128,585TotalAssetsEOYFMVAmt
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$117,022RetainedEarningBOYAmt
Retained Earning EOY$128,158RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$117,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$128,158TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$117,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$128,158TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$117,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,216ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$128,238SubtotalAmt
Other Decreases$80OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$128,158TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property200 SHARES EPR PROPERTIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2013-07-03AcquiredDt
Sold2017-12-21SoldDt
Gross Sales Price$5,000GrossSalesPriceAmt
Cost Or Other Basis$4,901CostOrOtherBasisAmt
Gain Or Loss$99GainOrLossAmt
Gains Minus Excess Or Losses$99GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$99CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,775AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$112,702NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042368DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,368AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$98,994NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054226DistributionYr2Rt
Adjusted Qlfy Distri Yr3$4,869AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,120NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051732DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,501AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$79,957NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043786DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,371AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$69,259NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063111DistributionYr5Rt
Total Distribution0.255223TotalDistributionRt
Average Distribution0.051045AverageDistributionRt
Net Vl Noncharitable Assets$121,157NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$6,184AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$47NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$6,231AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,737QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$95InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$95SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$95TaxBasedOnInvestmentIncomeAmt
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$95TaxDueAmt

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

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$71,593AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,409AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$123,002TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$123,002AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$121,157NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,058MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,058MinimumInvestmentReturnAmt
Tax Based On Investment Income$95TaxBasedOnInvestmentIncomeAmt
Total Tax$95TotalTaxAmt
Distributable Before Adj$5,963DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,963DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,963DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,737ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,737QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,737AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,963DistributableAsAdjustedAmt
Undistributed Income PY$251UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$5,737QualifyingDistributionsAmt
Applied To Year1$251AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,486AppliedToCurrentYearAmt
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$477UndistributedIncomeCYAmt
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 (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF YESHIVA IMREI EMES
3822 15TH AVEBROOKLYNNY11218NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$113
CHMOL
5225 NEW UTRECHT AVEBROOKLYNNY11219NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
GLOBAL KINDNESS
PO BOX 67427LOS ANGELESCA90067NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
HEAL THE BAY
1444 9TH STREETSANTA MONICACA90401NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$100
MESIVTA OF GREATER LOS ANGELES
25115 MUREAU ROADCALABASASCA91302NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$113
MESIVTHA TIFERETH JERUSALEM OF AMERICA
145 EAST BROADWAYNEW YORKNY10002NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$380
WESTWOOD KEHILLA
10523 SANTA MONICA BLVDLOS ANGELESCA90025NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$1,520
ADAS TORAH
9040 WEST PICO BLVDLOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$920
YOUNG ISRAEL ST LOUIS
8101 DELMAR BLVDST LOUISMO63130NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$180
LOS ANGELES COMMUNITY ERUV
PO BOX 351360LOS ANGELESCA90035NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$200
AMERICAN FRIENDS OF BIRKAS RIFKA
1340 PRINCETON AVELAKEWOODNJ08701NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$126
EARTHJUSTICE
50 CALIFORNIA STREETSAN FRANCISCOCA94111NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$280
SURVIVOR MITZVAH PROJECT
2658 GRIFFITH PARK BLVDLOS ANGELESCA90039NONEPUBLICLY SUPPORTEDTRADTIONAL JEWISH PRACTICE$100
TAHARATH ISRAEL OF ST LOUIS
4 MILLSTONE CAMPUS DRIVEST LOUISMO63146NONEPUBLICLY SUPPORTEDTRADTIONAL JEWISH PRACTICE$240
CHASDEI TOVIM MEOROS
142 HOOPER STBROOKLYNNY11211NONEPUBLICLY SUPPORTEDTRADTIONAL JEWISH PRACTICE$240
AMERICAN FRIENDS OF NEFESH HACHAIM
10 MEADOW LANEMONSEYNY10952NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
HARKHAM HILLEL HEBREW ACADEMY
9120 WEST OLYMPIC BLVDBEVERLY HILLSCA90212NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$100
BETH MEDRASH GOVOHA
601 PRIVATE WAYLAKEWOODNJ08701NONEPUBLICLY SUPPORTEDTRADTIONAL JEWISH PRACTICE$180
OCEAN CONSERVANCY
PO BOX 96003WASHINGTONDC20090NONEPUBLICLY SUPPORTEDENVIRONMENTAL PRESERVATION & CONSERVATION$200
AMERICAN FRIENDS OF YESHIVOT BNEI AKIVA
350 5TH AVENEW YORKNY10118NONEPUBLICLY SUPPORTEDTRADITIONAL JEWISH PRACTICE$240
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,732TotalGrantOrContriPdDurYrAmt
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$4,728ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$99ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,827ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,827TotalIncomeProducingActyAmt

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$12,224TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property100 SHARES CENTERPOINT ENERGY & 750 SHARES BALLARD POWERNoncashPropertyDesc
Fair Market Value$6,224FairMarketValueAmt
Received2017-12-22ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CA WATER SERVICE GROUP$3,404$5,813
CONNECTICUT WATER SERVICE$5,641$6,800
EPR PROPERTIES$5,627$5,502
EQUITY COMMONWEALTH$4,125$5,122
HEALTHCARE REALTY$3,263$2,783
MFA FINANCIAL$13,508$12,956
NATIONAL GRID PLC$9,883$8,727
SHIP FINANCE INTERNATIONAL$2,345$1,425
TOTAL SA$5,043$6,261
UNITI GROUP$1,872$1,802
WASHINGTON REALTY$3,303$2,872
FARMLAND PARTNERS$3,529$3,048
PPL CORPORATION$3,091$2,910
BALLARD POWER SYSTEMS$3,428$2,407
CENTERPOINT ENERGY$2,796$2,533

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI UKAT COST$2,979$3,625
PIMCO CORP & INC OPPTYAT COST$2,821$2,613
POWERSHARES EMERGING MARKETSAT COST$4,235$4,121

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$80Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FRANCHISE TAX BOARD$10$5$5
FRENCH INCOME TAX$88$88$0
ADR FEES$5$5$0

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